Enterprise Analytics Platform

TIMELINE

  • January 2026 - April 2026

MY ROLL

  • Product Designer at Schneider Electric

SOFTWARE USED

  • Figma

  • Cursor AI

SUMMARY

In this project, I designed an end-to-end analytics ecosystem for Schneider Electric's sustainability platform, enabling enterprise users to transform complex sustainability data into actionable insights through custom data visualizations and dashboards.

As part of Schneider Electric's next-generation Resource Advisor Plus platform, I partnered with product managers, developers, and analytics stakeholders to create scalable experiences that allowed users to explore data, build reusable visualizations, organize insights into dashboards, and share reporting across teams. The project focused on balancing powerful analytics capabilities with usability, ensuring both technical and non-technical users could confidently create, consume, and distribute data-driven insights.

BACKGROUND

Organizations using Schneider Electric's sustainability platform manage large volumes of data related to energy consumption, water usage, waste management, emissions, and other environmental metrics. While this data was critical for reporting and decision-making, users lacked flexible tools for transforming raw information into meaningful insights.

The analytics team set out to create a new experience that would empower users to build their own visualizations and dashboards without relying on technical teams or external reporting tools. The challenge became creating a connected ecosystem that supported the full analytics workflow from data exploration to reporting and presentation.

PROBLEM

The project centered around two interconnected challenges.

First, users needed a way to create custom data visualizations from complex sustainability datasets. This required supporting advanced functionality such as dataset selection, filtering, dimensions, measures, aggregation methods, and visualization types while keeping the experience approachable and intuitive.

Second, once users created visualizations, they needed a way to organize and present them. Sustainability reporting often spans multiple categories and audiences, requiring dashboards that could bring related insights together into a cohesive narrative.

The challenge was balancing flexibility and power with simplicity. The solution needed to support sophisticated analytics workflows without overwhelming users with complexity.

PROCESS

To understand the problem space and define the right solution, I gathered insights from multiple sources. I collaborated closely with data analysts to learn how they worked with sustainability data, what reporting challenges they faced, and which capabilities were most important for effective analysis. These conversations helped me better understand the complexity of the underlying data and the workflows users needed to accomplish.

I also conducted interviews with Schneider Electric customers who were actively using the analytics experience within Resource Advisor Classic. Through these discussions, I explored how users interacted with existing reporting tools, what information they needed most often, and where current workflows created friction. These insights helped identify opportunities to improve usability and create a more flexible self-service analytics experience within Resource Advisor Plus.

To further inform the design direction, I evaluated other analytics and business intelligence platforms to understand common patterns, workflows, and user expectations. I analyzed how leading tools approached data visualization creation, dashboard management, filtering, and reporting capabilities, identifying opportunities to incorporate familiar interactions while tailoring the experience to the unique needs of sustainability professionals.

By combining stakeholder input, customer research, competitive analysis, and ongoing collaboration with developers and product partners, I was able to create an analytics ecosystem that balanced powerful functionality with usability and scalability.

DESIGN SOLUTION 1: DATA VISUALIZATION BUILDER

The first part of the solution focused on enabling users to create custom data visualizations.

To simplify a highly configurable workflow, I divided the experience into two primary workspaces. On the left, users configured their visualization by selecting datasets, defining parameters, applying filters, choosing visualization types, and assigning dimensions and measures. On the right, users received immediate visual feedback through dynamically generated charts and tables.

This layout allowed users to see the impact of their decisions in real time while maintaining a clear separation between configuration and output. To support different analysis needs, users could toggle between viewing the chart, table, or both simultaneously. Advanced display settings were also available for users who required additional control over presentation and compatibility across different pages and use cases.

The final experience enabled users to build, preview, and export custom visualizations while maintaining a streamlined and approachable workflow.

  • Create New Data Visualization (Empty)

  • Create New Data Visualization (Filled)

  • Download Menu Open

  • Configure Menu Open

DESIGN SOLUTION 2: DASHBOARD BUILDER

Once users could create visualizations, the next challenge became helping them organize and communicate insights effectively.

I designed a dashboard-building experience that allowed users to assemble multiple visualizations into a centralized reporting space. Users could create custom dashboards tailored to specific goals, teams, or locations, bringing related information together into a single view.

To support more complex reporting needs, dashboards could contain multiple pages. For example, a sustainability manager could create a site-specific dashboard with separate pages dedicated to energy, water, and waste performance. This structure provided flexibility while maintaining organization and clarity.

By building dashboards around reusable visualizations, users could efficiently create reporting experiences without duplicating work, creating a scalable system for analytics and decision-making.

  • New Dashboard (Empty)

  • New Dashboard (Filled)

SHARING

Analytics are most valuable when insights can be distributed and acted upon. To support collaboration, I designed a flexible sharing model that allowed users to share visualizations and dashboards with individual users, user roles, or entire organizations. This ensured stakeholders could easily access relevant reporting while reducing duplicated work and maintaining consistency across teams.

For this, I started out designing in Figma and then switched to Cursor to finish the designs and edge cases.

  • Sharing (Empty)

  • Sharing (Filled)

  • Adding individuals and roles

  • Adding users (more than 4)

  • Adding users (more than 4) - viewing additionals

  • Viewing metadata

  • Viewing metadata - users in a role

  • Pending Requests

  • Searching added users

SYSTEMS THINKING

A key design consideration throughout the project was creating a connected ecosystem rather than isolated features.

The visualization builder and dashboard builder were intentionally designed to work together as part of a larger analytics workflow. Users first transformed raw data into reusable visualizations and then organized those visualizations into dashboards that supported reporting, monitoring, and decision-making.

By designing shared patterns, consistent interactions, and reusable components across both experiences, the platform could scale alongside future analytics capabilities while providing users with a cohesive and predictable experience.

VALIDATION & TESTING

To validate the experience, usability testing was conducted with users representative of the target audience. Participants were asked to complete key analytics workflows, including creating visualizations, configuring data, and organizing information into dashboards.

The testing sessions produced positive results, with all participants successfully completing the assigned tasks. Users responded favorably to both the visual design and overall usability of the experience, highlighting the clarity of the workflow and ease of configuring complex analytics. The findings provided confidence that the designs successfully balanced advanced functionality with an intuitive user experience.

REFLECTION

This project reinforced the importance of systems thinking when designing complex enterprise products. Rather than focusing solely on individual screens or features, I needed to understand how each experience connected to the broader analytics workflow and user goals.

One of the biggest challenges was balancing powerful functionality with usability. Analytics tools often require significant flexibility, but too many options can quickly become overwhelming. Through thoughtful information hierarchy, progressive disclosure, and reusable design patterns, I was able to create experiences that supported sophisticated reporting needs while remaining approachable for users.

Looking back, if I had more time, I would have liked to conduct additional usability testing on dashboard organization and long-term reporting workflows to further validate assumptions and identify opportunities for refinement. Overall, the project strengthened my ability to design scalable systems, collaborate across disciplines, and simplify complex data-driven experiences.

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