PetroVisor App

Datagration Solutions Inc.

screenshot of petrovisor dashboard desktop screen

Overview

The Petrovisor app was designed to establish a solid UX/UI foundation for data-driven decision-making in the upstream oil and gas sector. The project focused on creating an intuitive user experience that simplifies complex data workflows, enabling users to easily access critical tools and insights. A comprehensive design guide was initiated to ensure consistency across future development, aligning the app’s visual identity with its mission of streamlining data integration and analysis. This approach supports operational efficiency and enhances user engagement in a highly technical, data-intensive environment.

Problem

The complexity of the existing program: Describe how the original computer program was difficult for oil engineers to use due to its technical complexity and lack of an intuitive design.

The need for accessibility: Explain how the current interface was inaccessible to a broader range of users and failed to support diverse workflows.

User Pain Points
• Oil engineers struggled to visualize and interact with large datasets efficiently.
• Key insights were buried within confusing and poorly structured interfaces, which slowed decision-making.
• The lack of user-friendly tools led to frustration and inefficiencies in their daily workflows.

Key Deliverables

Wireframes
Developed low-fidelity wireframes to outline the foundational layout and structure of the interface, focusing on clarity and simplicity.

Mockups and High-Fidelity Designs
Created detailed mockups and high-fidelity designs to refine the user interface, ensuring a polished, visually cohesive look tailored to oil engineers’ workflows.

Interactive Prototypes
Built interactive prototypes to demonstrate user flows and functionality, enabling stakeholders to test and validate design decisions early in the process.

Design System
Established a comprehensive design system to ensure consistency across the platform, including typography, color schemes, component libraries, and interaction guidelines.

5. Weekly UX Meetings:
Organized and led weekly UX meetings to align stakeholders, gather feedback, and iterate on designs based on user needs and business objectives. This ensured a collaborative and user-centered approach throughout the project.

Approach

The design approach for the Petrovisor app prioritized clarity and usability in a highly technical domain. By conducting a deep dive into the workflows of upstream oil and gas professionals, the focus was placed on simplifying the navigation of complex datasets while maintaining functionality. Key design principles included intuitive information hierarchy, minimal cognitive load, and seamless integration of data tools. To ensure long-term scalability, a design guide was created, providing a unified framework for consistent UI patterns and visual language. This method ensured the app not only met immediate user needs but also served as a strong foundation for future enhancements.

Goals and Success Metrics

Primary Goal
Design an intuitive and accessible user interface that enables oil engineers to efficiently visualize and interpret complex datasets.

Secondary Goals
• Simplify workflows by creating a clear and consistent interface for data analysis.
• Enhance user engagement by improving the platform’s accessibility and usability.
• Support faster decision-making with actionable data visualization tools tailored to the needs of oil engineers.
• Align the platform’s design with Datagration’s business objectives to drive user adoption and retention.

Success Metrics
Improved User Experience
Measured user satisfaction through usability testing.
Efficiency Gains
Reduced the time it takes users to navigate and analyze data.
Adoption Rate
Increased number of active users leveraging the tool in their workflows.
Error Reduction
Decrease user errors when interpreting data, such as misreading graphs or tables, by improving visual clarity.

Design Process

Research

Feedback from Weekly UX Meetings
Regularly hosted UX meetings to gather feedback from stakeholders, developers, and engineers. These sessions provided valuable insights into user pain points, technical feasibility, and potential design improvements.

Collaboration Through Team Workspace
Shared designs within the team workspace to facilitate open feedback loops. Engineers and developers provided critical input on design constraints and technical requirements, ensuring alignment between design and implementation.

User-Centered Iterations
Incorporated feedback from engineers and developers into the design process, resulting in iterative improvements that addressed user workflows, improved accessibility, and simplified data visualization.

Stakeholder Alignment
Worked closely with stakeholders to ensure the designs aligned with business goals and met the needs of oil engineers. These collaborative efforts shaped the final product to be both user-friendly and effective for decision-making.

Prototype Testing

Testing Approach
Conducted usability testing during weekly UX meetings and within the team workspace. Prototypes were shared with developers, engineers, and stakeholders to gather actionable feedback.

Validation Process
• Tested workflows to ensure the designs addressed user pain points and aligned with business goals.
• Iterated on prototypes based on feedback, refining user flows, interactions, and data visualization features.

Outcome
Successfully validated design decisions before implementation, ensuring a seamless handoff to the development team.
• Pushed successful designs to DevOps for further development and deployment, maintaining consistency across the team.

Wireframes

Purpose
Created wireframes in Figma to establish the foundational structure of the user interface. These served as a blueprint for the platform’s design, focusing on key user workflows and functionality.

Process
• Designed low-fidelity wireframes to explore layout options and streamline navigation paths for oil engineers.
• Iterated on wireframes based on feedback from stakeholders, ensuring alignment with user needs and technical requirements.
• Incorporated annotations to provide developers with clear guidance on interactions and behaviors.

Key Outcomes
• Ensured the design process began with clarity and focus, minimizing guesswork in later stages. • Facilitated team discussions and decision-making, enabling faster iteration cycles.
• Established a strong foundation for transitioning to high-fidelity mockups and prototypes.

Challenges and Solutions

Challenge 1: Simplifying Complex Workflows
The platform required transforming intricate data sets and workflows into a user-friendly interface for oil engineers. The initial designs were overwhelming, making it difficult for users to visualize and interact with their data.

Solution

• Conducted user interviews and gathered feedback during weekly UX meetings to understand the critical pain points.
• Broke down workflows into smaller, manageable tasks to simplify navigation.
• Designed clear visual hierarchies and interactive elements to guide users intuitively through the platform.
• Collaborated with developers to ensure technical feasibility while maintaining simplicity.

Challenge 2: Balancing Technical Requirements with Usability
Designing for oil engineers required balancing technical data visualization needs with intuitive design principles, while ensuring alignment with development constraints.

Solution

• Regularly engaged with engineers and stakeholders to align on functionality requirements.
• Iterated on wireframes and prototypes based on their feedback, ensuring both usability and technical feasibility.
• Created a design system to maintain consistency while addressing specific technical requirements.

Results and Impact

Quantitative results

Increased Workflow Efficiency
The redesign reduced the time it took engineers to navigate and analyze data.

Improved Adoption Rates
The user-friendly interface led to a significant rise in adoption.

Reduced Errors
Enhanced visual clarity and simplified workflows resulted in arelated to data interpretation.

Qualitative results

User Feedback
Engineers praised the intuitive design and interactive data visualization tools.

Stakeholder Response
Stakeholders highlighted the design system as a key factor in maintaining consistency and streamlining future updates, with positive feedback about the collaborative process.

Team Collaboration Impact
Developers appreciated the clarity provided by the prototypes and design system, which reduced back-and-forth and accelerated implementation.

What went well

Collaborative Process
Hosting weekly UX meetings fostered collaboration and ensured alignment between designers, developers, and stakeholders. This approach streamlined decision-making and allowed for continuous feedback, leading to a stronger final product.

Simplifying Complexity
Successfully transformed a highly technical and complex system into an intuitive interface. By breaking workflows into smaller tasks and leveraging clear visual hierarchies, the design became significantly more user-friendly for oil engineers.

Effective Prototyping
Interactive prototypes built in Figma enabled efficient testing and validation of design ideas. These prototypes provided clarity for developers, reducing rework during the implementation phase.

Design System Creation
Establishing a comprehensive design system not only ensured visual and functional consistency across the platform but also accelerated the development process by providing developers with a clear, reusable set of components.

Positive Feedback
Stakeholders and users provided overwhelmingly positive feedback about the redesign, highlighting the usability improvements and the clarity of the new data visualization tools.

Tools

Figma
Utilized Figma for designing wireframes, high-fidelity mockups, and interactive prototypes. Its collaborative features allowed seamless feedback from stakeholders and efficient handoff to developers.

Microsoft Teams
Leveraged Teams for hosting weekly UX meetings, gathering feedback, and maintaining open communication with developers, engineers, and stakeholders. The shared workspace enabled real-time collaboration and ensured alignment across the team.

What I Would Do Differently

Earlier Developer Collaboration
While collaboration with developers was productive during the later stages, involving them earlier in the design process could have identified technical constraints sooner and minimized adjustments during implementation.

More User Testing
Conducting more usability tests with a diverse group of oil engineers earlier in the project could have provided deeper insights into their workflows, leading to even more tailored design solutions.

Streamlining Feedback Cycles
While feedback from stakeholders and team members was invaluable, refining the process to consolidate input more efficiently could have reduced the time spent revisiting certain design elements.

Expanding Accessibility Features
Although the platform was designed to be user-friendly, focusing more on accessibility features—support for different screen sizes or specialized visualization tools—could have broadened its usability.

Enhanced Prototyping Tools
While Figma was effective, exploring more advanced prototyping tools for simulating complex data interactions could have made testing and validation even smoother.

Next Project