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Lutron Smart Home App

Activity Viewer
peace of mind for your
shade automation

First-phase app feature
for an automation vision

Role

Lead UX Designer, 7 Months

Team

Developer, Architects
Product Manager, Senior Management
UX Researcher, Visual Designer

Tool

Diary Study, Design Sprint
Workshops, Figma

Delieverable

57% increase of app satisfaction rate
0→I vision experience for new technology
End-to-end design process for an MVP

Activity Viewer is the first-phase MVP for Lutron's automation vision enabled by the new shade automation technology.

With Activity Viewer you can
check shade automation movements and decide if you want it on.

You have an event 2:00-3:00 PM at Open Office East, check if the shade is going to interrupt?

Interact with the prototype to find out!

Lutron Electronics is a world leader in lighting control system

Lutron Electronics designs and manufactures more than 17,000 energy-saving lighting controls, automated window treatments, and total light management solutions for commercial and residential clients. Lutron Electronics products are sold in 100+ countries around the world.

For commercial, some larger clients include
New York Times Building, New York
Empire State Building, New York
Wimbledon Centre Court, UK
Guggenheim Museum, Bilbao, Spain
Bank of China headquarters, Beijing
Shanghai Tower, Shanghai ...

For residential, Lutron systems are at apartments, palatial homes to hotels
White House, DC
15 Hudson Yards, New York
Windsor Castle, UK
Marina Bay Sands Hotel, Singapore
Four Seasons, Saudi Arabia ...

Business Vision

Boost shade sales by
expanding our smart automation
to new markets

Lutron Shade sales stalled because customers weren't seeing the value.

To address this, the Business plans to expand our shade automation from Residential Sites and Tilted Shade to Commercial Sites and Roller Shades.

2023

2024

Tilted Shades

Residential Setting

Roller Shades

Commercial Setting

Market Expansion for
Shade Automation Technology

Business Vision

Boost shade sales by
expanding our smart automation
to new markets

Lutron Shade sales stalled because customers weren't seeing the value.

To address this, the Business plans to expand our shade automation from Residential Sites and Tilted Shade to Commercial Sites and Roller Shades.

2023

2024

Tilted Shades

Residential Setting

Roller Shades

Commercial Setting

Market Expansion for
Shade Automation Technology

Natural Light Optimization (NLO) is a technology
that automates shades using
 User Input  and Calculated Direct Sun Time
to optimize natural light and avoid glare

Start Position

100

% Open

Direct Sun Position

40

% Open

End Position

0

% Open

Calculated Direct Sun Time

Time when the sun hits the facade

Start Time

Sunrise

End Time

9:00 PM

Hypothesized Issue

Is the expansion based on
generalized past success?

The expansion will more than triple the market, and shade automation has been successful.

However, I was concerned the expansion relied too much on assumptions. To advocate for the users, I shared the reasoning with managements.

Title 48

Bigger Natural Light Impact

Roller shades allow more natural light in, which might cause more disruption than tilted shades

Different Use Case

Residential and commercial sites can have different scenarios the design needs to take care of

Key Concerns to the Expansion

UX Strategy

Harness the new technology
with a user-centered strategy

I successfully proposed a UX strategy to bring user voice into the product plan.

Throughout the process, I worked closely with my Product Owner and PMs in Commercial and Residential Shade Business.

Step 1

Diary Study

Learn users' experience with an immersive study

Step 2

Vision Experience

Create a framework to guide decisions

Step 3

Product Strategy

Chunk down and influence strategy

Step 4

MVP Design

Design the MVP and guard the scalability

UX Strategy

UX Strategy

Harness the new technology
with a user-centered strategy

I successfully proposed a UX strategy to bring user voice into the product plan.

Throughout the process, I worked closely with my Product Owner and PMs in Commercial and Residential Shade Business.

Step 1

Diary Study

Learn users' experience with an immersive study

Step 2

Vision Experience

Create a framework to guide decisions

Step 3

Product Strategy

Chunk down and influence strategy

Step 4

MVP Design

Design the MVP and guard the scalability

UX Strategy

Diary Study

Revelation from an
immersive study

I set the goal to evaluate the expansion of  the original design to the desired market.

• Is the simple design good enough?
• User needs between different markets?

Market Expansion for Previous Design

From the 2-week immersive study at residential and commercial markets I learned the scenarios for different markets.

Different Needs from Different Sites

But what strikes me more is not the possible difference but the similarity: People like the effect but they wont trust the automation without the followings.

Feel Informed

Right Amount
of Control

Design Principles for Trust

Diary Study

Revelation from an
immersive study

I set the goal to evaluate the expansion of  the original design to the desired market.

• Is the simple design good enough?
• User needs between different markets?

Market Expansion for Original Design

From the 2-week immersive study at residential and commercial markets I learned the scenarios for different markets.

Different Needs from Different Sites

But what strikes me more is not the possible difference but the similarity: People like the effect but they wont trust the automation without the followings.

Feel Informed

Right Amount
of Control

Design Principles for Trust

0 ➔ 1 Vision Experience Design

Automation Vision

Effortless light and shade experience
combining Automation and Manual

I convinced the stakeholders to expand the project from shade automation to all automation, by storytelling how trust can't be built without thinking automation as a whole.

Time Clock

Natural Show

Shade Automation

Third-party App

Manual from Others

Automation Vision

I conducted a design sprint to create a Automation Vision Framework through hosting 5+ workshop sessions to help the team empathize and innovate.

Readout

HMW

Ideation

Converge

“I love how my shades are already opened when I get up and go to my living room”

a homeowner at a single home family

“… my monitor is not washed out in the afternoon now …”

a office building tenant, young working professional

HMW

Build trust for users to automation as a whole?

Position Personalization

Override Alert

Flexible Time

Event Editor

Activity Log

Timer for All

Event Editor

Natural Show Integration

Time Clock +

Automation by Area

Automation

80% of movements

Manual

20% of movements
Lutron programs
Occupant customizes

Design Sprint Process

0 ➔ 1 Vision Experience Design

Automation Vision

Effortless light and shade experience
combining Automation and Manual

I convinced the stakeholders to expand the project from shade automation to all automation, by storytelling how trust can't be built without thinking automation as a whole.

Time Clock

Natural Show

Shade Automation

Third-party App

Manual from Others

Automation Vision

I conducted a design sprint to create a Automation Vision Framework through hosting 5+ workshop sessions to help the team empathize and innovate.

Readout

HMW

Ideation

Converge

“I love how my shades are already opened when I get up and go to my living room”

a homeowner at a single home family

“… my monitor is not washed out in the afternoon now …”

a office building tenant, young working professional

HMW

Build trust for users to automation as a whole?

Position Personalization

Override Alert

Flexible Time

Event Editor

Activity Log

Timer for All

Event Editor

Natural Show Integration

Time Clock +

Automation by Area

Automation

80% of movements

Manual

20% of movements
Lutron programs
Occupant customizes

Design Sprint Process

Design

Activity Viewer

1st Phase Design for Automation

Activity Viewer is the first step into building trust to automation for users.

Starting from shade automation:
• Inform users the automation details
• Let users feel in ultimate control

Conceptual Model

Automation Framework

Laid the groundwork for a smoother control for users

I created a simple visualization to communicate and align with stakeholders on how manual and automated controls work. The graphic representation enabled discussion with not just pms but architect.

Contextualized Navigation

Area-based Navigation

Enhance sense of control
Scalability for large sites

I proposed to alter the previous "one-fit-all" navigation to an "area-based" navigation, as, from the research, users across commercial and residential showed a area-based mental model when thinking about control.

Visualization for Automation System

Visualization for Automation System

Previous Design
Project-based Navigation

New Design
Area-based Navigation

Tech Investment

Data Structure Update

Should the team invest in the data structure update to enable the area-based navigation?

I worked closely with business and development leaders in investigating the cost effectiveness in this investment. Through storytelling the user stories and design opportunities, the team decided to embark the investment

Trade-off

Scope Down to Shade-first

Carve time for data stcture toensure an on-time delivery of the business goal

I worked with the team to chunk the original plan of allowing both light and shade to react to natural light down to shade first. This allow us to meet the business goal to enable the shade expansion

Previous Data Structure
Project-based

New Data Structure
Area-based

Scope Down

Scope Down

Control

Meaningful Shade Group

Help users navigate through large amount of devices fast

Instead of controlling shades as device, I grouped shades into meaningful groups. This help users contextualize the control, and enables scalability for larger commercial sites with large-amount of shades.

Content

Intuitive Visualization

Familiarize users with numeric information by Timeline Design and Openness Icon

I designed the timeline to simplify automation and created shade openness icons based on user feedback to improve clarity of the numerical details.

Meaningful Shade Groups

Timeline Design

Openness Icon

Paused Movement

Disabled Toast

Balanced Control

Personalize automation previously available only for professionals

Simplified time and openness tweak

I stacked essential information in one view to help hotel managers pinpoint causes. Research shows that before dispatching staff to address a request, managers need to investigate historical room data, which is often scattered.

Biggest Request

Tewak Openness for single shade device

From the diary study

-

Impact

Impact

During the project I demonstrated these skillset to achieve the impacts

• System Thinking Strategize complex architecture across features

• Interpersonal Skill Navigate new concepts through working closely with developers, PMs, and managements

• Boundary-pushing Advocate for users

53%

app satisfaction rate

To learn how useful activity viewer is for shade automation

3

new project

Formed a 0-1 Vision that elicits more projects

On Time

MVP delivery

Launched a steady first step into the automation vision

Protected
Enterprise Dashboard
Apr 2024

Room Summaries

Component Spec Tool
Jan 2023

EE Hub