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ChargePoint Senior Product Designer

Service Pro

A mobile app for installers to setup screen-less charging stations in EU and NA. Helped ChargePoint win Toyota deal.

Service Pro station setup home screen, listing an installer's upcoming work orders
Impact
ToyotaWon Toyota deal
3k → 11kSince Oct the active users have increased from 3000 to 11,000
15%Reduced support cases by 15%
25%Reduced sales to station bring up time by 25%
Background

ChargePoint makes different commercial, home and fast EV charging stations. Installers need to set them up using station UI on the field after assembly. This makes sure stations dispense right charge safely and are plotted correctly on the map for EV drivers.

ChargePoint is coming up with new line of screen-less charging stations to reduce cost. Need an efficient and scalable way for installers to set such stations as:

  • There is no way for installers to set up screen-less stations
  • Error prone processes pose a safety risk
  • Company is losing trust with installers due to complex processes
The three ChargePoint station types — Home Flex, Commercial, and IoT of Fast Chargers

Business opportunity

  • Reduce time to get the stations up. Took 6 months on an average.
  • Reduce setup related support cases. 20k setup related cases
Original design goal

Design experience for installers to setup screen-less charging stations.

My contribution
Drove end to end design process · Created research plan, recruited and interviewed participants · Mapped existing journey and future state with stakeholders · Collaborated with Product Manager to set product vision, priorities and execution plan
Stakeholders
Biz Apps · Support and SMEs in EU and NA · Training · Marketing · Legal
Duration
5 months
Team
1 Software and 1 Hardware Product Managers · 20+ Backend, Frontend Developers · 4 Content
Target user
Installer persona — Jeff, a ChargePoint Partner who assesses customer sites, assembles and sets up stations, and services stations
Research

Biggest question product and dev team were assessing was if we need a new app or if tweaking existing would be sufficient. Being new to the hardware and the installation processes devised a research plan to understand different install processes, users involved, their pain-points and devise a path forward.

Field study — shadowing an installer during setup
Shadowing installer to get into their shoes
Workshop with SMEs and the hardware team
Workshop with SMEs to map the process
3
Did 3 field studies
To understand context, workflow and pain-points of installer
5
Interviewed 5 Support Agents
Key installer issues and troubleshooting workflow
1
Did workshop with SMEs and Hardware team
Comparative analysis for setup processes
Key insights
01
Data silos
  • Critical work order and wiring information trapped in upstream systems
02
Inefficient error prone workflow
  • Connectivity issues prevented successful completion of process and project
03
Support overhead
  • 20k support cases currently to link the installed station to customer
  • 8 of 10 installers don’t complete the set up.
  • Non-functional stations frustrated EV drivers and station admins
New goal

Design a mobile app for installers to let them setup screen-less commercial charging stations

Design principles
01
Automate and smart defaults
02
One brand
03
Scalable UI flows that work across hardwares and regions
04
Provide in context help when possible
Mapped future state

Brought stakeholders together to storyboard the future state. This helped team get alignment and agreement on path forward.

Future-state storyboard created with stakeholders
First use case

Medium (Commercial) complexity

Let’s first consider the Medium Complexity. In the Existing Process if we just look at the Setup Phase, it can be broken into following key stages:

The four key stages of the existing commercial setup process

Identify

Installer previously had to enter a cumbersome 12-digit code to identify each station before setting it up. 8 of 10 setups were left half done due to weak signal. The app uses a unique 6-digit code instead and allows QR code scan that allows app to pair and transfer setup details over Bluetooth.

Wiring details pre-filled with defaults that only need review

Wiring Details : 12 different configurations for EU and NA

Installers currently have to manually add wiring details on the field because the same information collected earlier in the process is locked away in pdfs in other tool. Through integration app minimizes data entry on the field and provides defaults that just need to be reviewed.

Guided landscape photo capture for station location details

Location details

Location photos help EV drivers find charging stations in the last mile, but most uploaded photos today only showed close-ups of the station. Sophisticated phones take large photos that take time to upload. Defined micro interactions in app to take and upload photos efficiently and in landscape view to capture more details.

Setup confirmation screen — setup complete, drivers can charge at this station

Confirmation

Confirmation instills confidence that the work installer did was successfully completed. Customer is automatically notified that the stations are available for charging.

Design explorations

Keeping “Task first” model in mind explored multiple options to keep the navigation simple and flow straightforward making sure it can cater to simple setups (like in home chargers) as well as complex setups (like in fast chargers) in different regions.

Home page iterations exploring task-first navigation
For example, home page explorations focused on task and simplicity
Usability findings

Conducted usability sessions with 9 participants in EU and NA. An important finding that came out of usability testing was that there was no feedback from the station when pairing with the app confusing the users. Users relied on station LED lights to understand what state the station is in. But the LED state when pairing with an app was missing all together. I took up the challenge to propose the new state.

Green nods when station pairs with the app

Prototype
Design system for Installer app
The Service Pro design system — bottom navigation component documentation
Second use case

Complex (Fast charger) setup

The app flows need to be flexible and scalable to setup fast chargers as well which is a complex IoT (Internet of Things) system. A few steps get added on the Commercial setup process to bring up a system

The fast-charger setup flow, with additional steps layered onto the commercial process
Third use case

Simple (Home charger) setup to Win Toyota deal

There were some recent incidents where EV drivers setup wrong power settings on installed home stations. The concerns of EV drivers setting up Home stations incorrectly, putting themselves, the car and the grid in danger, was a deal breaker for Toyota. Due to this escalation team had to readjust it’s roadmap to enable installers to setup Home Chargers in Service Pro first and save partnership with Toyota. Simplified the simple setup further in app to launch Minimum Lovable Product (MLP) due to the escalation. This helped us win $MM deal with Toyota.

Android designs

Designed workflows in Android following material design components and interactions guidelines.

Service Pro on Android, following Material Design components and interaction guidelines
Lessons learnt
01

Use service design mindset to understand technicalities of the system and provide a wholistic change

02

Conducting workshops online across regions

03

Carefully facilitating discussions between stakeholders to avoid deadlocks and continue to make progress

04

It’s a rigorous process to design and launch a native app from scratch

05

Similarities and differences between Apple’s Human Interaction Design guidelines and Material design