A Transformation Journey of Sberbank's IoT Monitoring Application

Sberbank has thousands of square meters of offices across all of Russia: bank branches, customer service offices, back offices, etc.

Role
Designer

Deliverables
Ux Concept
Ui Concept
Ux/Ui Design
User Testing

Year
2017

To monitor the condition of buildings and premises, they were equipped with telemetry sensors. Sensors collect data on water consumption, carbon dioxide content, temperature, door opening, etc.

These sensors are the “eyes” of the bank. Data is collected and analyzed in a specialized application that engineers and operators work with.

Task: During the pilot project, the bank’s engineers and operators used the contractor’s application. Our team had to rework this application under the current standards of the company, integrate it into corporate work processes. Improve the workspace of engineers and speed up the response time to incidents.

During the project, we:

  • studied the documentation and the process of working with the current system;

  • conducted several interviews with employees;

  • studied the detailed business requirements of the customer;

  • analysed the experience of colleagues who solved similar problems;

  • do lots of user tests at low fidelity and high fidelity prototypes.

As a result, we deeply reworked both the structure of the application and the design.

New entry point

To monitor the condition of buildings and premises, they were equipped with telemetry sensors. Sensors collect data on water consumption, carbon dioxide content, temperature, door opening, etc.

These sensors are the “eyes” of the bank. Data is collected and analyzed in a specialized application that engineers and operators work with.

Task: During the pilot project, the bank’s engineers and operators used the contractor’s application. Our team had to rework this application under the current standards of the company, integrate it into corporate work processes. Improve the workspace of engineers and speed up the response time to incidents.

With the business owner and the operational department, we rethink the idea of an incident card. It becomes another significant change in the application.If something happens at an object in the area of responsibility of the operator, the system shows him a card with necessary information about the object and sensor data.

The information is submitted compactly, but so that the employee can quickly read all the necessary information. In most of the conclusions about the cause of the incident, employees can make looking at this card.

Extended information about the object

Dashboard — This is the main screen on which the operator receives information about the state of the property. We have radically reworked this section:

  • reduced the excess contrast;

  • Increased the information content of the first screen;

  • removed the information that the engineers did not use;

  • added convenient navigation;

  • Increased focus on important information.

Each property has its own page, which contains all the information on the object. It integrates not only information from telemetry, but also information from friendly services.

The main page of the object briefly shows all the important information:

  • data of state indicators, they allow you to quickly assess the state of the object;

  • key sensors with current data and history, which show historical data;

  • list of incidents and appeals;

  • the results of regular inspections of the facility by the service departments;

  • retro data on sensors, etc.

Internal screens

We reworked in the new design system all the additional screens. For example, the object management screen has become cleaner and clearer.

Feedback of respondents

Initially, we did not plan to make a map, but the engineers complained about the lack of it on interview. It turned out that they are accustomed to having a visual representation of the properties in their area of responsibility.

Therefore, we reworked the maps:

  • integrated corporate mapping service;

  • added a convenient property list to make it easier for operators to switch to the “to-do list” paradigm.

Better analytics

We reworked the analytics service in the application. He lost the settings that no one used. It became easier and began to show the data more accurately.

Additionally, we:

  • integrated with various bank services: checkers, real estate database,

  • application service, map service;

  • started developing an incident-based machine learning system;

  • integrated real estate status display service into a corporate mobile application;

  • reworked engineers mobile application.

My role in the project is the lead designer. There were also two designers, an analyst and a researcher. Such a team helped us make the application better: in the process, we tested all the hypotheses on real operators and engineers, we had information about related projects, and we had enough resources to assemble detailed prototypes and do careful user research.

Qualitative research and user feedback much helped us in our work. As a result, we developed an application that was highly appreciated by both users and business customers.