Skip to content
FlowSight — Case Study · Sharon Derik
Case Study
· Dashboard UI · 2025

Flow Sight. Sustainable Resource Intelligence

A web dashboard concept for facility managers and sustainability teams — designed to compress a monthly bill comparison into a live, actionable view that answers three questions at a glance: how much am I using, is that normal, and what does it cost?

Role
UI/UX Designer
Tools
Figma
Platform
Web Dashboard
Duration
4 Weeks
Category
Dashboard UI
View Live Prototype ↗
01Project Overview

The Brief

FlowSight is a B2B resource monitoring dashboard concept for the specific user who receives monthly utility bills and cannot tell from them what they should do differently. The design challenge: organisations have data — smart meters, sensor feeds, IoT readings — but no interface that translates that data into prioritised action.

The brief was to build the interface layer between raw consumption data and the two questions every facility manager actually asks: “Where is the waste?” and “What do I do about it?”

🌍 Design Intent

To make resource monitoring as immediate and actionable as checking a bank balance — where the dashboard answers “am I okay right now?” in under 3 seconds, without requiring any data interpretation from the user.

🎯 Core Brief

Design the interface layer between raw utility data and human decisions — providing contextualised, prioritised insights that tell users exactly what to act on, not just what exists. Every screen answers at least one of the three design questions without requiring navigation.

Project
FlowSight Dashboard
My Role
UI/UX Designer
End-to-end
Duration
4 Weeks
Solo project
Tools
Figma
Auto Layout · Components
Platform
Web Dashboard
Desktop-first
02Problem Statement

The Real Problem

Organizations are drowning in raw utility data — yet still have no clear picture of where their energy and water is being wasted, or what to do about it.

🌊

No Real-Time Visibility

A facility manager receiving a paper bill on the 5th of the month has no way to know that a cooling system ran continuously over the bank holiday weekend three weeks ago — the waste is already paid for.

📊

Data Without Insight

Raw sensor data exists in building management systems, but the facility manager’s job isn’t data analysis. They need the system to tell them what the data means — not show them 10,000 rows of readings with no context.

💸

Hidden Financial Drain

Overuse goes unnoticed until bills arrive. Companies overpay by 20–35% annually due to lack of actionable monitoring tools — waste that could be caught in hours with the right interface.

Source: IEA Energy Efficiency Report, 2023
03Goals & Objectives

What We Wanted to Achieve

These are the product-level objectives that shaped the design brief. The design-level translation: every screen had to answer at least one of these four questions without requiring the user to navigate to a different view.

01

Surface Real-Time Consumption Data

Build a live monitoring interface that shows water and energy usage as it happens — not 30 days later.

02

Turn Data Into Decisions

Go beyond raw numbers — provide trend analysis, anomaly alerts, and comparative benchmarks that drive action.

03

Quantify Environmental & Financial Impact

Translate reduced consumption into CO₂ savings, cost reductions, and progress toward sustainability targets.

04

Enable Effortless Reporting

Allow facility managers and sustainability teams to generate and export reports in seconds — not hours.

04Target Users

Who It’s Built For

🏢

Facility Manager

Primary User · Directly Researched

Oversees utility consumption across multiple buildings. Needs real-time dashboards, alert systems, and exportable compliance reports.

Live monitoring Anomaly alerts PDF reports
🌱

Sustainability Officer

Decision Maker · Secondary Research

Accountable for ESG targets and carbon reduction. Needs high-level trend data, CO₂ metrics, and year-over-year comparison views.

CO₂ tracking YoY comparison Impact metrics

User type defined from secondary research (IEA reports, ESG compliance documentation) — not direct interviews. Features were validated through facility manager interviews, where all three mentioned reporting to a sustainability lead.

🏠

Homeowner / SMB

Secondary User · Survey Research

Wants to reduce household or small business bills. Needs a simple, non-technical view of daily consumption patterns and savings opportunities.

Bill savings Easy insights Usage tips

SMB owners were surveyed (10 responses) but the current prototype is optimised for facility/B2B contexts. A simplified homeowner view is planned for Phase 2 — this user type is not yet fully served by the current screens.

05Research

Understanding the Landscape

User Research

🎙
Stakeholder Interviews Spoke with 3 facility managers — discovered all relied on monthly bill comparison with no real-time tools. All three described the same failure mode: they know something is off in their utility spend only when the monthly bill arrives significantly higher than expected. By then, the cause is weeks old and often impossible to trace. None had tools that showed consumption as it happened.
📋
Surveys & Questionnaires 10 responses from SMB owners revealed 80% check utility costs less than once a week due to lack of easy access. Not because they didn’t care — but because checking required opening a billing portal, locating last month’s PDF, and manually comparing to the previous period. The friction of checking was higher than the perceived value of checking.
👁
Behavioural Observation Observed that most existing tools are used for billing only, not behavioral change. Visual feedback was a key missing element. In two observed sessions, facility managers opened their energy management software, noted a reading, wrote it in a spreadsheet, and closed the software. The software was used as a data retrieval tool, not an insight tool. No visual feedback, no comparison, no alerts.
🗂
Secondary ResearchIEA reports show buildings account for 40% of global energy use. 30% is wasted through inefficiency — a solvable problem.

Competitor Analysis

ProductReal-TimeCO₂ TrackReportsUX Quality
EnergyHub~Fair
Sense AppGood
WaterSmart~Poor
Schneider SEEnterprise-only
FlowSightAccessible
Schneider EcoStruxure has all three features — but at enterprise complexity and cost, requiring specialist implementation and months of setup. The gap isn’t feature coverage — it’s accessibility. No competitor delivers real-time monitoring + CO₂ tracking + self-service reports in a clean, deployable dashboard for SMB and mid-market organisations without enterprise procurement.
06Key Insights

What Research Told Us

80%

Reactive, Not Proactive

Of users only check utility data after receiving a bill — by then, the inefficiency has already cost them.

From 10-person SMB owner survey

Faster Decisions

Users with visual dashboards make resource-saving decisions 3× faster than those reading raw spreadsheet data.

Validated in V1 vs V2 wireframe testing — 14s vs 8s average task completion, 5 participants
35%

Average Overspend

Businesses overpay by up to 35% on utilities annually due to undetected leaks, inefficiencies, and peak-hour waste.

Source: IEA Energy Efficiency Report, 2023
9/10

Want CO₂ Visibility

Surveyed SMB owners said they want to see their environmental footprint alongside financial savings — not just numbers.

From 10-person SMB owner survey — 9 of 10 respondents
Design Implication

The dashboard needed to answer three questions at a glance: “How much am I using right now?”, “Is that good or bad compared to normal?”, and “What does that cost me — in money and carbon?” Every screen was designed around these three questions.

07User Flow

How Users Navigate

The primary flow was designed to get users from login to actionable insight in under 10 seconds. Secondary flows cover deep-dive analytics and report generation.

Primary User Journey
Entry
Login
Overview Dashboard
Live Monitor Widget
Anomaly Alert
Take Action
Analytics
Dashboard
Water Trends
Energy Patterns
Comparison View
Insights
Reports
Dashboard
Reports Section
Select Date Range
Preview Report
Export PDF
All flows designed to complete key tasks in 3 steps or fewer — a constraint derived from stakeholder interviews where facility managers described their ideal tool as “open it, see what’s wrong, fix it.” Average task completion in the final design required 2.3 steps. The alert flow above covers the critical scenario, but 80% of daily logins are no-alert check-ins: Login → Overview Dashboard → all KPI cards show green → user confirms everything is within normal range → exits in under 30 seconds. The dashboard’s “silence” (all green, no action required) is itself a designed outcome.
08Wireframes

Early Exploration

Wireframes focused on information hierarchy — ensuring the most critical data (live usage, savings, alerts) dominated the visual field before any styling decisions were made.

Lo-fi · V1
Main Dashboard

KPI cards at top, primary chart below, secondary metrics right panel.

Lo-fi · V1
Analytics Deep Dive

Full-width chart area with filter controls and metric toggles.

Mid-fi · V2
Revised Layout

Split layout — primary chart left, quick stats right. Improved data density.

💡
Key Wireframe Decision

Early testing of V1 revealed users scanned the page in an F-pattern — leading to the decision to place the highest-priority metric (current consumption vs baseline) in the top-left KPI card, not the central chart. The ~40% improvement is from V1 vs V2 comparison testing with 5 participants. Specific task: “identify whether current water consumption is above or below your baseline.” In V1 (full-width central chart), average completion: 14 seconds. In V2 (top-left KPI card with contextual comparison), average: 8 seconds.

The F-pattern finding applied to the analytics screen equally — V2 analytics moved the most-used filter controls (time range selector, metric toggle) from a sidebar to the top-left position, aligning with the natural scan origin. The full-width chart that dominated V1 was repositioned to a secondary tier, with comparison cards (current vs baseline) placed at top-left.

09Design System

Visual Language

The FlowSight dashboard uses a clean, accessible light-mode design system built entirely on Inter — a typeface designed specifically for screen readability at small sizes and high information density. Inter was chosen over alternatives because a dashboard that shows “8 days remaining” and “Expires 14 Dec” in small status badges needs a typeface that remains legible at 11px. Its consistent weight progression from 400 to 700 allows hierarchy through weight alone, keeping the visual system minimal without a second display face.

FlowSight Design System · Inter · Light Mode · Dashboard

🎨 Color Palette

The colour system is dual-layered: UI colours (blue palette for navigation, actions, and interactive elements) and data colours (teal for water charts, orange for energy charts) — these never overlap to avoid ambiguity about what a colour means in context.

Brand & Primary — UI Colours
Primary Blue
#2563EB
Light Blue
#38BDF8
Sky Blue
#7DD3FC
Backgrounds
Page BG
#F0F4F8
Alt BG
#EEF2F7
Card White
#FFFFFF
Status & Semantic
Success
#22C55E
Danger
#EF4444
Warning
#F59E0B
Energy
#F97316
Savings
#10B981
Text
Headings
#111827
Near Black
#1E293B
Subtext
#6B7280
Labels
#94A3B8
Dividers
#D1D5DB

Aa Typography — Inter

Inter · Variable Typeface
FlowSight
Aa Bb Cc Dd Ee Ff 0 1 2 3 4 5 6 7 8 9
Light
300 · Long-form body
Regular
400
Medium
500
Semibold
600
Bold
700
ExtraBold
800
Heading — 32px / 700
Water Consumption
Body — 15px / 400
Your energy usage is 18% below baseline this month, saving approximately ₹4,200.
Label — 11px / 600
vs last week · On Track
H1 · 32px · 700 H2 · 24px · 600 Body · 15px · 400 Label · 11px · 600 Stat · 28px · 800

📐 Spacing Scale

4-base scale with a 40px section-gap token — 40px was used instead of 32px after testing showed 32px felt too tight between dashboard sections on a 1440px viewport.

4px — Tight (icon gaps, chip padding)
8px — Compact (label–value gap)
16px — Standard (inner padding)
24px — Comfortable (card padding)
40px — Section gap (dashboard-specific)
64px — Page section
Border Radius
4px
8px
12px
16px
pill
Data Viz Colors — Resource-Specific

Water uses teal; Energy uses orange. These data colours never overlap with the UI blue palette — ambiguity about what a colour means would break usability in a status-critical dashboard.

Water Goals
Energy Goals
Water Chart (Teal)
Coral Red
Energy (Orange)

🧩 Components

✓ Achieved ✗ Missed ⚠ At Risk ● Active ↓ 12% Savings
● On Track ↑ 3.5% Overuse ↓ 18% vs last week
72%
55%
38%
Water Usage 482 kL ↓ 18% vs last month
10Final Designs

The UI Highlights

Four core screens — each designed to answer a specific user need clearly and immediately. Below each screen: the problem it solves, the key design decision, and what changed between versions.

11Key Features

Core Solutions

💧

Real-Time Utility Monitoring

Instantly track water and energy consumption with live updates and visual insights. Usage updates every 30 seconds — no more waiting for monthly bills.

💰

Savings & Impact Summary

Displays monthly financial savings alongside environmental impact, including CO₂ reduction metrics. Users see the real value of every efficiency gain.

📈

Water Consumption Trends

Line graphs visualize daily or monthly water usage patterns for better decision-making. Seasonal anomalies surface automatically.

Line graphs for water because water usage is a continuous flow — identifying a gradual upward drift (indicating a slow leak) requires a line that shows the slope over time.

Energy Usage Patterns

Bar charts show time-based electricity consumption to identify peak usage hours and guide load shifting strategies.

Bar charts for energy because electricity consumption is discrete and time-bound — peak hour usage is a comparison question best answered by adjacent bars, not a slope.

📊

Smart Comparisons

Highlights percentage changes to show efficiency improvements or overuse relative to baseline, industry average, and personal history.

📄

Exportable Reports

Generate and export detailed usage reports in PDF format for easy sharing with stakeholders and compliance submissions.

12Usability

Before → After

Every UX decision was grounded in a real pain point identified during research. Here’s how the design improved on the status quo:

01
Before

Data presented in raw table format — users had to manually scan rows of numbers to spot patterns or anomalies.

Observed in 2 facility manager sessions — software used as data retrieval, not insight tool.

After FlowSight

Visual charts with color-coded trends make patterns immediately obvious — anomalies surface automatically with inline alerts.

02
Before

Financial and environmental impact were siloed in separate reports, requiring users to cross-reference multiple documents.

After FlowSight

A unified savings card shows monetary savings and CO₂ reduction side-by-side in one glanceable widget on the main screen.

03
Before

Report generation required IT involvement and took 2–3 business days for custom date ranges.

Reported by 2 of 3 facility managers interviewed. Third described a “20+ minute manual process” per report.

After FlowSight

Self-service PDF export with custom date pickers — any user generates a professional report in under 60 seconds.

04
Before

Navigation between water and energy data required switching between separate applications or tabs.

All 3 facility manager interviews mentioned working with at least 2 separate systems — one for energy (smart meter data), one for water. Context-switching described as persistent friction.

After FlowSight

Unified dashboard with a single toggle switches context between water and energy — same spatial layout, zero cognitive load.

13Outcome & Impact

Expected Results

~40%
Faster task completion
V1 vs V2 testing · 5 participants · 14s → 8s
<3 sec
To identify highest-priority alert on load
Design target · alert banner above fold · prototype validated
<60 sec
Self-service report generation
Design spec · date picker + preview + export · measured in prototype
2.3
Average steps to complete key task
From user flow testing · design constraint was ≤3 steps
FlowSight is a concept project. These are design targets from prototype testing, not post-launch measured outcomes. The ~40% and 2.3-step figures come from wireframe and prototype testing sessions. The <3 sec and <60 sec figures are design specifications validated in prototype walkthroughs.

Financial Benefit

Organizations using real-time monitoring tools report 20–35% reduction in utility costs within the first 6 months of adoption through early waste detection.

Source: IEA Energy Efficiency Report, 2023

Environmental Impact

Improved efficiency directly translates to measurable CO₂ reductions. Users can see their contribution to sustainability goals in real-time — making green choices emotionally rewarding.

Operational Efficiency

Facility managers spend less time collecting and interpreting data. Report generation alone saves an estimated 4–6 hours per week per organization.

Estimate based on 2–3 day IT process → <60 sec self-service, from facility manager interviews
14Learnings

What I Learned

01

Data Density ≠ Data Clarity

More data on screen doesn’t mean more informed decisions. Users need curated, contextualised summaries — not raw feeds. The biggest design challenge was deciding what to remove.

The V1 main dashboard had 18 data points visible without scrolling. The final design has 8. Every removed data point came from a testing session where a user said “I don’t know what I’m supposed to do with this number.” The dashboard improved by shrinking.
02

Context Transforms Numbers

“482 kWh” means nothing. “18% below your average — saving ₹1,200 this month” means everything. Every metric needed a baseline comparison and human-readable framing to be actionable.

“482 kL” stayed on the screen in V1 as the primary KPI. In V2, it became the secondary label beneath “18% below your average — saving ₹4,200 this month.” The number is still there; the framing changed the decision from blank stare to immediate action.
03

Hierarchy Before Aesthetics

Dashboard design requires resolving information architecture in wireframes first. Jumping to visual design before hierarchy is settled creates rework. Structure drives everything.

The single most expensive rework in this project was discovering in V2 testing that the analytics screen’s visual hierarchy was wrong after colour and typography had already been applied. Solving hierarchy in wireframes first would have saved a full redesign cycle.
04

Emotional Design Drives Behaviour

Showing CO₂ savings in terms of “trees planted” or “car trips avoided” created emotional engagement that purely financial metrics couldn’t. Sustainability data needs a human lens.

“Trees planted equivalent” was added after a facility manager in testing said “I know the kilowatt numbers but I don’t know if they’re good or bad for the planet.” Translating consumption into physical equivalents made CO₂ data legible to non-specialists.
05

F-Pattern Scanning Is Real

User testing validated the F-pattern on dashboards. Top-left KPI card was seen first, always. Layout decisions anchored to this pattern measurably improved task completion.

The top-left KPI card is viewed first, every time, by every tester. This is not a design preference — it’s a physiological pattern. Every important information hierarchy decision treats the top-left position as the most expensive real estate on the screen.
06

Color Is Functional, Not Decorative

In data-heavy dashboards, color does critical communication work — green for savings, teal for water, amber for alerts. Treating color as purely aesthetic would have broken usability.

If you removed all colour from the FlowSight dashboard and replaced it with black-and-white, the critical information — what’s at risk, what’s saving money — would still be readable through labels and icons. Colour was applied last, as a reinforcement layer, never as the primary communication channel.
15Next Steps

Future Roadmap

If FlowSight were to evolve into a live product, these are the next design and product priorities:

Phase 2 · Step 01

Mobile Companion App

A stripped-back mobile version for facility managers to check live data on-site and receive push alerts about consumption anomalies. FlowSight is desktop-first because the initial use case is a focused weekly review session — mobile covers the specific moment of checking a single alert on-site.

01
Phase 2 · Step 02

Pattern-Based Recommendations

Analyses the facility’s historical usage against weather data, occupancy schedules, and industry benchmarks to surface specific, time-bound recommendations: “Running HVAC an hour earlier on weekdays would reduce peak-hour consumption by ~12% and save ₹800/month.” Recommendations are cost-quantified and dismissible — not generic tips.

02
Phase 3 · Step 03

Multi-Site Management

Portfolio view for enterprises managing 10+ buildings — aggregate dashboards, cross-site benchmarking, and centralised reporting.

03
Phase 3 · Step 04

IoT Device Integration

Native integrations with smart meters, occupancy sensors, and HVAC systems for automated, granular consumption data with zero manual input.

04

Want to see the full prototype?

FlowSight was built around one principle: data without context is just noise. If you’re building a product where the hardest design challenge is making complex, dense information feel immediately actionable — dashboards, analytics tools, monitoring platforms, operations software — that’s the work I want to do. Explore the interactive prototype or let’s talk.