Shell Energy Assistant

Tasks
UX, UI, Research, Design system, Product launch

Time
Nov 2021 – March 2023

Energy Assistant is a digital service exclusively for the German market, that assists consumers to understand potentials for cleaner & more efficient energy usage. Energy Assistant is part of Shell’s decarbonisation initiatives towards they Net Zero goal.

Energy Assistant is an app that works with a meter reading hardware that plugs into the user’s electricity meter to surface consumption data. Using machine learning and algorithms the hardware is able to detect which household appliance is in use. This makes the data we surface actionable for the user to reduce consumption.

As part of Shell’s target to Net Zero, they need to get users to consume energy in a more efficient way. At a time when energy prices are very high and rising, customers also have a great desire to reduce both bill costs and their environmental impact, and they want guidance on how to to do this. Currently consumers don’t have the data about how they use their energy at home, they need education and actionable insights on how to optimise their usage.
They find it hard to understand what actions make a difference without data, and visibility on household electrical items.
Customers are also interested in technologies that can help them reach their goals, however new technologies such as Solar Panels can be daunting, especially with such large upfront costs

Challenge

Business opportunity

Provide simplified data insights on household energy consumption daily, including granular data down to each household product.

Set and track achievable efficiency goals. Customers consuming less energy is vital for Shell’s Net Zero goal.

Challenges & rewards for energy efficiency improvements & sustainable behaviour.

Virtual solar experience, a digital ‘try before you buy’ feature that uses data to simulate and show users how beneficial Solar panels could be for them. This can also result in making Solar panel sales

User problem statement:

I want to use cleaner and more efficient energy for my home
...but I am overwhelmed with where to start
...and I am afraid to make big investments that I will regret later-
on

Our customers

A comparison chart with three sections, each featuring a photo and bullet points. The first section is titled 'Ambitious Explorers' and shows a smiling man and woman. The second section, titled 'Proud Home Managers,' shows a family with children sitting on a couch. The third section, 'Cautious followers,' depicts an elderly couple sitting on a bed. Each section contains subheadings 'Bio,' 'Pains,' and 'Goals' with related bullet points.

KPI’s

Create a competitive advantage for Shell Energy Retail in the consumer market

Increase customer retention through by creating value

Enable data-driven sales to other solutions within the Shell Portfolio

Workshops

A digital planning board divided into three main sections with different background colors. The left section has questions about energies and teams, with small cute animal illustrations and keywords like 'WIP' and '100'. The top right section, titled 'Energy Assistant Journey,' contains a detailed timeline from November 2021 to March 2022, with sticky notes in various colors (green, purple, blue) categorizing different insights and activities. The bottom right section has colored categories labeled 'Okayish/Neutral :-/' in yellow and 'Negative/Not happy :-/' in red, filled with numerous sticky notes relating to team feedback or project status.
A detailed conceptual flowchart with color-coded sections and connected boxes, depicting processes and concepts related to energy systems and configurations.

Product vision

Energy insights
To be able to provide real-time data for a user’s household, both on a total and an appliance-level. This is to provide trust transparency & control.

Try-before-buy services
This is a simulation engine using real data that would give users a chance to try out products such as solar panels, helping to provide decision guidance before a big purchase.

Challenges & rewards
A engagement feature that would motivate continued usage of the app, with potential rewards to recognise positive behaviour changes.

In order to gain customer electricity data they had to install a hardware device on their meter that linked to the app via bluetooth and wifi. This allowed us to convert the data into understandable information on the application.

This setup was complex, and had many opportunities for error. The journey had to be user-friendly to reduce errors during installation. We designed a comprehensive user flow for the hardware setup to ensure smooth guidance for users throughout the process and surfaced simplified information to troubleshoot errors.

Software & Hardware installation

Main features

1. Energy insights

Provides real-time data for a user’s household, both on a total and an appliance-level. This is to provide trust transparency & control.  

Step-by-step app instructions for setting up a smart plug, including connecting to Wi-Fi, enabling Bluetooth, and pairing with a smartphone.
Flowchart and instructions for setting up and connecting a smart bridge plug, including steps for smart home integration, device connection, battery checks, and user account setup.

The app had 3 main features. Each feature went through a 12 week design process where we produced a design solution and tested a prototype with a small segment of customers. This allowed us to gain feedback and measure user behaviour against kpi’s. We followed a gradual release approach, introducing them to our users over time to ensure they were thoroughly tested and optimized before full implementation.

2. Virtual product simulation

Try-before-you-by simulation, using real data to give users a chance to try out products such as solar panels, to help with deciding to purchase.

3. Challenges & rewards

Actionable insights that are measured agains goals to motivate regular usage of the app, with potential rewards.

A screenshot of a mobile app displaying energy consumption data for Shell Energy. Surrounding the screenshot are comment bubbles with user reviews praising the app's simplicity, features, appearance, and month comparison feature.

User testing

We conducted weekly qualitative user tests, both moderated and unmoderated, to validate features and itterate designs based on feedback.

From the tests we learnt that different users had distinct preferences regarding how they wished to view data, such as preferring to see their usage in kWh rather than Euros. Continuous testing allowed us to itterate and ensure that complex data was effectively communicated through simplified graphs and charts, with key insights highlighted.

A detailed visual of a user interface with multiple screenshots of a mobile app, overlaid with numerous colorful sticky notes containing comments and observations. The sticky notes are in various colors including yellow, pink, green, and black, and are used to annotate and analyze the app's features. The background consists of a gray frame, with indicators of emotional reactions represented by emoji icons at the bottom of the image.

Final designs

We developed a new comprehensive design system for this new app, by working closely with the Shell Energy Marketing team and adaptimg the brand guidelines. This included crafting new bespoke components and establishing design principles which led to a streamlined development workflow.

The app was launched as an alpha test to 50 Shell Energy Germany customers, yielding valuable feedback regarding its value proposition within the Shell energy portfolio along with learnings on usability and features.

Screenshots of an app interface showing energy consumption, solar system details, and battery storage information in German.