Project Summary

In the dynamic and demanding oil and gas industry, real-time data visualization and efficient field management are critical for optimizing production and ensuring operational safety. This case study explores the design and development of a comprehensive dashboard platform tailored for oil well field monitoring. By focusing on key metrics such as production trends, site status, and historical data, we aimed to empower field operators and managers with actionable insights, enabling them to make informed decisions and drive operational excellence.

  • Led the UX/UI design strategy for the NextEra Field Production Portal, aligning field operations management functionalities with intuitive user experiences.
  • Conducted extensive user research with NextEra product owner and developers to identify key pain points and workflow inefficiencies in the operations process.
  • Developed detailed user flows, wireframes, and interactive prototypes to visualize and refine the field operations management workflow.
  • Designed a streamlined and visually clear user interface, incorporating data visualization techniques to enhance field operations management.
  • Implemented iterative design cycles, incorporating user feedback and usability testing to optimize the efficiency and effectiveness of the field operations management.
  • Created comprehensive design documentation, including style guides and component libraries, to ensure consistency and scalability of the project.
  • Developed UX/UI case studies that highlighted the positive impact of the tool on improving operational efficiency and decision-making for field personnel.

UX/UI Design Application Screen

UX/UI Case Study: Field Operations Production Portal

Overview

  • Client: NextEra Energy
  • Project: Trinity Production Portal
  • Objective: To create a centralized production visibility and prioritization platform, improving operational efficiency and decision-making for field personnel.

Problem Statement

  • Fragmented data sources hindered holistic operational views.
  • Inefficient task prioritization led to delays and missed opportunities.
  • Lack of centralized data visualization across wells, routes, and fields.
  • Underperforming existing systems necessitated a new, effective solution.

User Personas

  • Lease Operator: Needs real-time data and prioritized tasks.
  • Operations Analyst: Requires historical trends and comparative data.
  • Management: Seeks high-level summaries and compliance dashboards.

Design Process

  • Research and Discovery: Identified issues and proposed a field production dashboard.
  • Requirements Gathering: Defined user stories for real-time data and prioritization.
  • Wireframing and Prototyping: Created intuitive dashboards with clear navigation.
  • Development Phases: Implemented visibility and prioritization features iteratively.
  • Additional Features: Added HSE and Drilling/completion dashboards.

Key Features and Functionality

  • Data Integration: Unified SCADA, Procount, YODA, and production surveillance data.
  • Visualization: Provided tabular, geospatial, and graphical data views.
  • Prioritization: Implemented safety, environmental, and economic prioritization.
  • User-Specific Views: Tailored dashboards for different user roles.
  • Scalability: Designed for future expansion.
  • Navigation: Intuitive menu with quick access icons.
  • Dashboards: Clean, data-driven layouts.
  • Interactivity: Search functionality and sortable data tables.
  • Detailed description of the dashboard tabs: (Trailing Days, Month to Date, etc.).
  • Explanation of the field production dashboard: Graph and its time-based tabs.
  • In-depth look at the oil well sites map and its features (dropdown menus, legend, etc.).

Solution

  • Data Integration: Unified SCADA, Procount, YODA, and production surveillance data.
  • Visualization: Provided tabular, geospatial, and graphical data views.
  • Prioritization: Implemented safety, environmental, and economic prioritization.
  • User-Specific Views: Tailored dashboards for different user roles.
  • Scalability: Designed for future expansion.

UI Design Highlights

  • Navigation: Intuitive menu with quick access icons.
  • Dashboards: Clean, data-driven layouts.
  • Interactivity: Search functionality and sortable data tables.

Outcomes

  • Efficiency Gains: Reduced data aggregation and task prioritization time.
  • User Adoption: Positive feedback from tailored features and intuitive design.

Challenges

  • P2 Transition: Required additional resources for system evaluation.
  • Data Complexity: Integration of disparate data systems.
  • Scope Creep: Balancing immediate needs with future enhancements.

Results and Impact

  • Efficiency Gains: Reduced data aggregation and task prioritization time.
  • User Adoption: Positive feedback from tailored features and intuitive design.
  • Directly contributed to approximately $1.4 million in savings through optimized workflows.

Future Enhancements

  • Mobile Access: Optimization for field use.
  • Advanced Analytics: AI-driven predictive maintenance.
  • Broader Rollout: Expansion to other operating assets.

Conclusion

The Trinity Production Portal stands as a testament to the transformative power of user-centered UX/UI design in complex industrial environments. By consolidating disparate data sources and delivering actionable insights through an intuitive interface, this project not only enhanced operational efficiency for NextEra Energy but also directly contributed to $1.4 million in savings. The portal’s success underscores the critical role of design in bridging the gap between data and action, empowering field personnel to make informed decisions and drive significant business value. The lessons learned from this case study can be applied to future projects, further enhancing the effectiveness and usability of data-centric solutions in demanding environments.