SHELL

A "life of a deal" dashboard for the Settlements teams

Services:

Product Design

Year:

2021 -2022

Link:

shell.com

Project Summary

Project Overview

UX Research

Design

Outcomes

PROJECT OVERVIEW

A "Greenfield" project

I've joined Shell Cross-Desk Analytics team as a Senior Product Designer to research and design an unified KPI Dashboard for all the "Life of a Deal" areas (LoaD) in Gas and Power Trading.
The team consisted of a product designer, front end & back end devs, a tech lead, a quant dev, a product owner, business analyst and programme manager. While being the single designer in the team I was still part of the wider Shell Experience Team for peer review sessions and collaboration.
This was a "Greenfield" project and the business requirements were still defined when I've joined. I've taken part in many business meetings and workshops where the roadmap and strategy were defined by our team and main stakeholders.
THE BRIEF

A new proactive workflow for the users and a management tool for the business

The brief for this project has been to research the Back Office, Risk and Commercial Operations areas,, understand the pain points and opportunities and design a dashboard that provides insights into metrics. The main outcome from the business perspective was a dashboard that should reflect the health of all processes across the Life Cycle of a Deal (LoaD).

The initial product vision

From an user perspective the new tool had to facilitate the workflow that at the time was split between multiple legacy tools. The existing processes and tools could not forecast the future workload and efficiently categorise the root causes that impacted the LoaD KPI's.
THE PROCESS

Understanding the business model and requirements

With limited knowledge in energy trading I've had to immerse myself into the Shell Energy business model and how the deals are finalised. I've been paired up with a business analyst that helped understand the ins and outs of Life of a Deal (LoaD).

Life of a Deal

The process of identifying and capturing a deal. Deal validation was just one part of the process.
TECHNICAL ARCHITECTURE

Connecting the data sources to our dashboard

Settlements LoaD area technical architecture (simplified version)

The data has been generated from an energy and trading platform called Aligne. Together with other internal systems it generated a report that was coupled with live data. Our dashboard had to parse all the data using a set filters and KPI's. On top of that the user had to be able to assign a Root Cause Analysis (RCA) to the unsettled trades. As a result this should finalise the trade or assign a cause why the trade hasn't been finalised.

3

Business areas involved

16

Internal processes that impacted the users workflow

100's

Managers, team leads and operational users impacted worldwide

UX Research

THE UX APPROACH

Double diamond method

Being a "Greenfield" project the team had a lot of unknowns. I've decided to get everyone on board on a UX methodology that will unblock the unknowns and confirm what we do know and what the future product should be.
A set of workshops were needed to align the business requirements with the UX strategy.
THE PROCESS

Workshop facilitation

A set of workshops have been conducted to align the business requirements with the UX strategy.
CURRENT WORKFLOW

The process "as it is"

Understanding the workflow "as it is" allowed me to get closer to the users and hear their stories, hear their pain points. The users workflow consisted in processing the live deals in Aligne, if the deals could not be settled they had to assign a reasoning in Salesforce.  Email was used to contact the counterparties. PowerBi was used to create KPI's for tracking the performance.

Aligne

Aligne platform has been used to aggregate and process historical and market data across all LoaD areas.

Salesforce

Salesforce has been used to deal with unsettled deals by assigning a Root Cause Analysis.

PowerBI

PowerBI has been used to visually represent unsettled deals, create and measure KPI's
USER INTERVIEWS

Empathising with users

A set of user interviews has been conducted in order to understand and empathise with the user needs. The structure of interviews allowed the users to share their pain points as well as the "happy moments". Another aspect of the user interviews was to note the current workflow: what works and what doesn't. The interviewees were chosen to represent the managerial roles as well as the operational roles.
USER FEEDBACK

"I'm blind to daily operations!
My team needs to invest time to maintain additional trackers: create reminders to complete the settlements on time..."

Anna Jaworska
Europe Gas and Power Finance Operations Manager
USER RESEARCH

Business requirements and user needs

Access to the LoaD Area

As a Settlements Analyst, I need access to all my KPI's so I can complete my daily assignment

Real-time data transfer between back&front office

As a Settlements Analyst I need to see Today's Data & Last Refreshed Date so that I'm aware when the Settlements Data was last refreshed

Real-time data visualisation

As a Settlements Analyst I need to see the data visually so I can identify and mitigate potential issues, and prioritise my workflow

KPI Personalisation

As a user I need to be able to see the KPI's assigned to me so I can do my job effectively

KPI Personalisation

As a Settlements Analyst, Team Lead or Manager I want to choose filters and have them loaded by default so I can start working from when I last logged in.

Filtering the data

As a Settlements Analyst I need to filter by time when I click a period of time on the chart bars or table

Access to "Unsettled Items"

As a user I need to see "Unsettled items (Charges) KPI Chart so I can identify where the issues are and prioritise my workflow

Access to the Mapping Table

As a manager I need to make changes to the Mapping Table so that I can add or amend the workload for my team based on the growth of business.

Manual Workload Prioritisation

As a Settlement Manager I need access to the " Number of Unassigned Statements" so I can assign them to my team

Workload Automatisation

As a Settlements Manager I want the platform to automatically allocate Charge Items to team members based on the Mapping Table after the data is loaded from Aligne

Keeping track of progress

As a Settlements Analyst I want to update the Custom Fields at Statement level so that I can track the progress of each Unsettled Statement
WIREFRAMING

Sketching the wireframes

Once the user needs and business requirements were defined the next step was to wireframe the key user journeys.

Design foundations

TYPOGRAPHY

Shell Font

Shell font is a proprietary font that it is used across all internal Shell applications and marketing communications.
COLOUR SCHEME

Primary colours

The yellow and red are the omnipresent colours across the Shell brand and visual guidelines. Lighter tints were also used in specific scenarios.
Yellow
Primary
#FBCE07
Red

Primary

#DD1D21

Secondary colours

The complementary colour scheme (with the respective lighter tints) was mostly used in data visualisation and illustrations.
Dark blue
Secondary
#003C88
Mid blue
Secondary
#0097BB
Light blue
Secondary
#89CFDC
Teal
Secondary
#0097A9
Dark green
Secondary
#008443
Light green
Secondary
BED50F
Orange
Secondary
#EB8705
Brown
Secondary
#743410
Sand
Secondary
#FFEAC2
Purple
Secondary
#641964
Lilac
Secondary
#BA95BE

Monochrome colours

The monochrome colours were mostly used in applications backgrounds and for systems components
Extra dark 1
Monochrome
#1A1A1A
Extra dark 2
Monochrome
#262626
Extra dark 3
Monochrome
#333333
Very dark 4
Monochrome
#404040
Dark
Monochrome
#595959
Mid
Monochrome
#757575
Light
Monochrome
#A6A6A6
Extra light
Monochrome
#BFBFBF
Pale
Monochrome
#D9D9D9
Extra pale 1
Monochrome
#E3E3E3
Extra pale 2
Monochrome
#EBEBEB
Extra pale 3
Monochrome
#F0F0F0
Very pale
Monochrome
#F5F5F5
UI DESIGN

The KPI dashboard main screens

The user could navigate through the main LoaD areas to assess and process the unsettled deals.

The outcomes

Benefits of using the KPI Dashboard

- Unified view of statements and charges

- Option to keep track of estimated resolution time
- Unified view of statements and charges
- Option to categorise RCA at statement level
- Team leads/Managers able to monitor workload and see the resolution of Unsettled Items made on a daily basis
- Team Leads/Managers can allocate Statements to Team members and also re-allocate based on absence/leave

More Work

Fidelity

Mozilla