Energy Trading Redesign
At a Glance
Problem
Traders struggled with cluttered data and inefficient workflows, leading to delayed decision-making and reduced productivity.
Approach
Conducted UX audits, contextual inquiries, and user shadowing to map pain points. Redesigned workflows and navigation to reduce cognitive load and improve task completion.
Collaboration
Worked closely with UX Leads, Product Managers, and Developers to implement collapsible panels and a side drawer for clearer data presentation and faster access to critical information.
Outcome
Improved data clarity, reduced navigation friction, and enabled traders to customize views, leading to faster decision-making and increased efficiency.
Due to confidentiality, original designs cannot be shared. The visuals here illustrate the design direction and problem-solving approach.
Overview
Redesigned Hedge Contracts and Client Process workflows for an Energy Trading Risk Management (ETRM) platform to improve trader efficiency and data clarity at Customized Energy Solutions Ltd.
Led UX audits, trader shadowing, and workflow analysis to uncover bottlenecks and optimize decision-making for traders and analysts.
Role
UX Design Intern in Retail Market Services
Duration
10 Weeks
Tools
Figma
Miro
Confluence
My Approach
What I Uncovered
I
Contextual Inquiry
Shadowed a trader to uncover navigation issues and repetitive tasks slowing down daily workflows.
II
UX Audit & Analysis
Audited system workflows to map redundant steps and identify areas needing simplification.
III
Industry Research
Explored trends to propose practical design ideas supporting trading efficiency.
The Challenges
Our user research surfaced two critical friction points within the Energy Trading platform — each tied to a specific workflow: Hedge Contract Page → Suffered from excessive horizontal scrolling due to data-heavy tables. Client Process Page → Faced both redundant data entry and excessive vertical scrolling disrupting task completion.
Hedge Contracts Page
The Hedge Contracts page forced traders to scroll horizontally across 22 dense columns, slowing down analysis and decision-making.
Solution
The redesign focused on minimizing horizontal scrolling, improving data clarity, and empowering traders with personalized controls.
Final redesigned Hedge Contracts Page with key features highlighted
Scroll Reduction Solutions
01
Preset Columns for Streamlined Data Views
02
Right-Side Drawer for Static Data
03
Quick View Panel
04
Display Density Customization
Personalized Controls
05
Additional Column Menu
06
Help View Drawer
Wireframes & Sketches
Client Processes Page
Each process took up the entire screen width, causing excessive vertical scrolling. Redundant, repetitive data entry created friction and slowed down the task. Lack of clarity forced users to re-check or re-enter the same information.
Process page before redesign — repetitive fields and excessive vertical scroll.
Solution
The redesign focused on reducing vertical scrolling, grouping related processes, and empowering traders with contextual guidance and intuitive controls to improve task completion efficiency.
Final redesigned Client Processes Page with key features highlighted
Workflow Improvements
01
Single Input for Company Selection
02
Tabbed View for Process Grouping
03
Dynamic Fields Based on Context
04
Guide Panel for Contextual Help
Wireframes & Sketches
What I learned
Engaging stakeholders helped me see usability challenges from multiple views.
Streamlining navigation clarified how efficiency shapes user satisfaction.
Aligning design reinforced the need for scalable, consistent interfaces.
Applying feedback showed how iterations refine user experiences.
What I would do differently...
01
Expand research scope to include more external client feedback earlier in the process.
02
Implement continuous usability testing for feature-specific refinements.
03
Explore more advanced customization options for diverse user needs.
04
Introduce micro-interactions to guide users during multi-step processes.
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