OPTIMIZING REMOTE ENERGY OPERATIONS

Confidential Project – Energy Sector | Role: Lead UX Researcher & Strategist

#UXResearch #EnterpriseUX #OfflineFirst #DigitalTransformation
Man wearing helmet holding a bottle and using a tablet device in an oil field with oil pumps in the background during sunset

PROJECT SUMMARY

Redesigned A Mission-Critical Field Platform For Improved Chemical Sampling, Delivery, And Inventory Tracking—Resulting In A 45% Faster Task Completion Rate And 50% Better Asset Discoverability.”

🧩 PROBLEM STATEMENT

Major Energy Operator Oversees Thousands Of Wells Across Three States.

Struggled With Chronic Inefficiencies In:

  • Chemical Inventory Management
  • Sample Collection
  • Field Service Operations

Existing Legacy Tools Were:

  • Unintuitive And Outdated
  • Lacking Offline Functionality
  • Prone To Causing Delays, Errors, And User Fatigue
Man wearing helmet and gloves working with a valve and holding a bottle at an oil field with oil pumps in the background
Oil field engineer wearing a helmet and holding a sample container with oil pumps in the background at sunset

Field Teams Often Operate In Remote, Low-Connectivity Environments, Compounding Tool Limitations. Strategic Initiative Launched To Drive Digital Transformation And Scale Operational Excellence Across Field Roles.

🎯MY ROLE

As Lead UX Researcher And Strategist, I Owned The End-To-End Research-To-Strategy Pipeline. This Included Stakeholder Alignment, User Research, Journey Mapping, Usability Evaluations, Design Feedback Loops, And Impact Analysis—Bridging Product, Engineering, And Business Teams.

  • Research Planning
  • User Interviews
  • Cross-Functional Collaboration
  • Design Synthesis
  • Strategy Reporting

Research & Approach

📖Interviews

👤Field Rep

📍Design Synthesis

🧳Manager

Discover → Define → Ideate → Test → Deliver

Mockups

Due to NDA restrictions, I can only share abstracted process views and anonymized outcomes. I’d be happy to walk you through the complete project context and decisions in a 1:1 conversation.”

🔍 RESEARCH PROCESS

  • Discovery Research: Conducted Contextual Interviews With Field Service Reps (FSRs), Chemical Account Managers, And Delivery Personnel In Three U.S. States. Observed High-Cognitive-Load Workflows And Offline Bottlenecks.
  • Surveys & Usability Audits: Assessed Pain Points In Sample Capture, Inventory Logs, And Route Planning.
  • Mixed-Methods: Combined Ethnographic Insights With Quantitative Task Data From Internal Logs.
  • Synthesis: Created Personas, Workflow Diagrams, And Prioritized Problem Clusters Across Roles.

✨ KEY FINDINGS

  • Navigation Friction And Buried Workflows Led To Extended Training Cycles And Reporting Errors.
  • No Offline Support Made Operations Impossible In Low-Connectivity Zones, Affecting Well Uptime.
  • Lack Of Visual Context And Disjointed JSA Documentation Slowed Batch Treatment Scheduling.
  • Users Lacked Control Over Real-Time Delivery Tracking And Chemical Inventory Accuracy.

🎨 DESIGN OUTCOMES

  • Simplified Task Flows: Redesigned Mobile And Web UIs With Contextual Filters, Custom Dashboards, And Intuitive Navigation Patterns.
  • Offline Functionality: Introduced Full Offline Support With Auto-Sync, Improving Continuity In Remote Environments.
  • Theming For Harsh Conditions: Added Light/Dark Mode Toggles To Support Usability In Harsh Lighting/Weather.
  • Field-Ready Features: Integrated Photo Uploads For Tank Inspections And Sample Logs; Streamlined Batch Treatment Steps.

📊 IMPACT

  • 🚛 45% Faster Task Completion For Sample Capture & Inventory Updates
  • 🔍 50% Improvement In Delivery List And Asset Discovery
  • 🌐 100% Operational Continuity In Offline Zones
  • 📝 30% Fewer Reporting Errors Through Redesigned JSA Workflows
  • ⏱️ 40% Reduction In Training Time For New Field Personnel

🔗 STRATEGIC VALUE

This Project Empowered A Cross-Functional Field Force To Operate More Autonomously, With Higher Accuracy And Reduced Downtime—Reflecting The Latest Trend Of Human-Centered Enterprise Design And Resilient Offline-First Architecture In Industrial UX.