Enter password to view

Get in touch

Digital platform (SaaS) – Bulk energy management platform for generation and distribution

Digital platform (SaaS) – Bulk energy management platform for generation and distribution

Designing an integrated platform to manage energy scheduling, monitoring, and settlement across India’s electricity grid.

Redesigned a legacy Bulk Energy Management System into a unified, single-window enterprise platform for power generation, distribution, and grid management organizations. The transformation replaced fragmented, manual-heavy workflows with structured digital processes—resulting in 40% faster scheduling, 50% fewer revisions, reduced manual errors, timely settlement of accounts, and an 82% CSAT score. The new system introduced an action-oriented operational dashboard, a shared configuration framework across modules, and a flexible architecture designed to support diverse customer requirements and future scalability.

Context

Context

The Bulk Energy Management System is an enterprise platform used by power generators, large industrial consumers, and grid operators to coordinate electricity generation and consumption across the energy grid.
Before this initiative, many of these processes relied on disconnected software tools and manual workflows, increasing operational complexity and the risk of errors in critical grid management activities.

The platform needed to support three core processes:

Metering and data capture – configuring meters at key grid boundaries to capture generation and consumption data.

Generation scheduling – creating day-ahead energy schedules in 15-minute intervals, as mandated by Indian energy regulations.

Deviation settlement – comparing planned vs. actual energy usage to determine incentives or penalties for maintaining grid balance.


Given the scale and complexity of the ecosystem, the engagement extended beyond UI improvements to redefining workflows, information architecture, and interaction models across multiple user groups. The system was delivered in phases, while the overall product vision and experience strategy were defined holistically to ensure long-term scalability.

My role

My role

Led a team of two UX designers and one UI designer, providing design direction, mentorship, and quality oversight across the project. Worked closely with product, engineering, and business stakeholders to align research insights, product strategy, and delivery priorities. While leading the engagement, I remained hands-on in key areas –contributing to user research, information architecture, and low-fidelity workflow design for complex enterprise tasks.

Process

Process

Domain Understanding

User Research

Synthesis and Opportunites

Requirement Workshop

Design Strategy

Service Flows

Journey Mapping

Information architecture

Wireframes and visual design

Usability testing

Hi Fidelity Design

Design Handover

Design QA

UAT

Impact Assesment

User Research

User Research

Two week-long qualitative research was conducted. Activities included:

  • Conducted in-depth interviews with end users and domain experts across three locations in India.

  • Used an open-ended, visual discussion framework instead of rigid questionnaires to encourage natural conversations.

  • Complemented interviews with contextual inquiry, observing users in their real work environments.

  • This helped surface workarounds, coordination gaps, and systemic inefficiencies embedded in existing processes.

Synthesis and opportunities

Synthesis and opportunities

The primary research spanned two weeks, with each day concluding in structured debrief and synthesis sessions to identify patterns and emerging themes across interviews and field observations.

Key insights

  • Operational anxiety was a constant backdrop – The high frequency and volume of schedule changes created a state of continuous vigilance among users, who felt responsible for preventing grid imbalance.

  • The real work was managing exceptions – While scheduling appeared to be the core task, most cognitive effort was spent reconciling conflicts, handling last-minute changes, and coordinating responses.

  • A trust gap existed between digital systems and regulatory processes - Users frequently relied on parallel verification through official communications and documentation to ensure compliance with government-mandated procedures.

  • Fragmented communication created operational inefficiencies – Critical information flowed through multiple parallel channels—calls, emails, and messages—leading to duplication, delays, and coordination gaps.

The primary research spanned two weeks, with each day concluding in structured debrief and synthesis sessions to identify patterns and emerging themes across interviews and field observations.

Key insights

  • Operational anxiety was a constant backdrop – The high frequency and volume of schedule changes created a state of continuous vigilance among users, who felt responsible for preventing grid imbalance.

  • The real work was managing exceptions – While scheduling appeared to be the core task, most cognitive effort was spent reconciling conflicts, handling last-minute changes, and coordinating responses.

  • A trust gap existed between digital systems and regulatory processes - Users frequently relied on parallel verification through official communications and documentation to ensure compliance with government-mandated procedures.

  • Fragmented communication created operational inefficiencies – Critical information flowed through multiple parallel channels—calls, emails, and messages—leading to duplication, delays, and coordination gaps.

Strategy Workshop

Strategy Workshop

Conducted a five-day deep-dive workshop with cross-functional stakeholders including Application Engineers, Portfolio Managers, Business Analysts, Marketing, Customer Helpdesk, Developers, QA, and Design. I Co-moderated the sessions alongside the Business Analyst and a fellow designer. We used collaborative exercises to align stakeholders on system workflows, operational challenges, and product opportunities.

Key Outcomes:

  • Aligned business process flows across the energy management lifecycle

  • Mapped key user journeys and operational scenarios

  • Defined target user segments and consolidated personas

  • Established product value propositions and success metrics

  • Identified core product capabilities and epics to guide the roadmap

Design interventions

  • Design for exception management, not just scheduling.

  • Reduce cognitive load during high-frequency operational changes.

  • Build transparency to increase trust in the system.

  • Centralize communication and coordination within the platform.

  • Support multi-stakeholder collaboration across the grid ecosystem.

Information Architecture

Information Architecture

The Information Architecture (IA) evolved from workshop outputs, epics, and user stories generated during earlier discovery sessions.
We used affinity mapping to cluster related concepts and capabilities into meaningful groups. Later developed task flows to validate how users move through scheduling, monitoring, and settlement activities. The resulting structure prioritized real operational workflows, rather than mirroring fragmented legacy systems.

Wireframes and User interface design

Wireframes and User interface design

  • Developed low-fidelity wireframes collaboratively to explore and validate key workflows and system structure.

  • Iterated through multiple feedback rounds with internal stakeholders, refining interactions and task flows.

  • Once core workflows were validated, the approved concepts were translated into the high-fidelity interface designs shown below.

Key highlights

Key highlights

40% faster scheduling cycles, significantly improving operational efficiency

50% reduction in schedule revisions, reducing operational churn

Significant reduction in manual errors across scheduling and settlement workflows

82% CSAT score reported by enterprise users

Introduced a unified single-window platform for all scheduling and grid coordination activities

Experience & System Improvements

Introduced simplified, action-oriented dashboards that surface only critical operational information

Established a common configuration framework across modules to reduce duplication and simplify setup

Designed a flexible system architecture capable of supporting varied customer requirements

Streamlined complex workflows through task-focused interaction patterns and automation

Built the platform with modular scalability to support future system expansion

Back to top

© 2026 Atul Koleshwar. All rights reserved.

Work created at various companies is shown for portfolio purposes only and remains their property.