Redesigning Vancouver’s carbon reporting system resulted in cutting support cost by 65%

Overview

New regulation introduced to building owners: Energize Vancouver. A part of the city's sustainability regulations to reduce the carbon pollution.

My role

  • Lead UX Strategist
  • Researcher

Teams

  • Project manager
  • Content strategist
  • Third-party developers
  • SME

Timeline

Nov 2023 - Feb 2024

(4 months)

Background

A sustainability regulation to keep the city greener and healthier by regulating carbon emission. Building owners are asked to report their carbon emission through online.

The business goal

A 90% compliance rate by the initial deadline.

The design goal

Make this complex green building regulation reporting process accessible for building owners.

circle

Outcomes

What impact did we make ?

📈

94%

Compliance rate by the initial deadline

65%

support cost reduction

🥇

1st

The first in-house research done, set a new user-centric framework

🥇

1st

The first in-house research done, set a new user-centric framework and present it in the digital dept

We decided to improve the city’s reporting process ,

here is why:

quote-left

Background

6 steps are involved in the new regulation of carbon emission report

We expected that if the high volume of support calls persists, it will result in a more significant cost impact in the future

~ 212

~ 1,527

x 7.6 times

The approach

Then we chose the right research to identify what apects about

We conducted and utilized:

  • Contextual inquiries (Qualitative)
  • Heuristic evaluation (Expert analysis)
  • CX data (Quantitative metric)

Then we chose the right research to identify what apects about

Engaged with 5 users across various roles and expertise levels.

  • 3 users were experts, well-versed in their domains and familiar with similar tools.
  • 2 users were novices, lacking industry knowledge and experience with these tools.

One-on-one moderated sessions remotely, lasting an hour per session. Observed their workflows and noted moments of hesitation.

Expert

ESRG Program

coordinator

Expert

Building energy system initiative

Expert

Director of energy and commissioning

Novice

Energy analyst

Novice

Administrative

support

The insight

I uncovered 3 incorrect assumptions from

contextual inquiries & CX data

User groups

Guidance

Expertise level

Building owners delegate the task to third-party consultants. These consultants manage multiple properties and are the true primary users of the platform. They don’t have same levels of data access and familiarities to building owners.

72% of users are third party consultants, not building owners

Building owners delegate the task to third-party consultants. These consultants manage multiple properties and are the true primary users of the platform. They don’t have same levels of data access and familiarities to building owners.

One of the step in registration on BPRS

They are dealing with multiple buildings and have little access to the building data

Building owners delegate the task to third-party consultants. These consultants manage multiple properties and are the true primary users of the platform. They don’t have same levels of data access and familiarities to building owners.

External resources (e.g., old architectural drawings, building data spreadsheets

made themselves, Google Maps, Brightly)

  1. User groups

Static instructions, website, PDFs and FAQs, didn’t help users move forward, but overwhelmed users

Technical jargon confused novice and experts predicted it will be challeging

Novice users felt overwhelmed by jargon like “district energy” and were unsure of inputs. Experts thought the reporting process could challenge non-experts, like property managers.

  1. Expertise level

spa

The solution

Overarching themes: the reporting tool must

Offer a clear visual affordance on Ul level

Reduce manual work by fetching data from federal government

Supports various experty levles

Clear visual affordance on Ul level

1/3

Problems

  • This screen area is for static instructions, not primary components. The main goal "Submission" isn't visually prioritized and looks like secondary actions such as "Extensions" or "Revision."

Solutions

The screen now focuses on one core task with resources below. This reduces cognitive fatigue.

The task to start with (“Claim buildings”) is now visible and centred.

Reduce manual work by fetching data from federal government

Problems

Solutions

  • Essential data is displayed and groupded based on the importance and information is grouped

Problems

The system showed the same steps for all users, it was unnecessary for some. We didn’t have to.

Solutions

Reordering steps for users to face only necessary actions

Reordering steps for users to face only necessary actions

Problems

  • Extensive and generic definitions

Solutions

It displays the user's actual data for easy verification

Replacing generic definitions with relevant user data, shifting users’s task from interpretation complex rules to simple verification

Problems

  • The step2 and 3 were unnecessarily for some not qualified, this led time-consuming and confusion.

  • The final placement of ESPM connection check, which is mandatory to submit the report, causes content oversight.

Solutions

Problems

Extensive forms challenged users to complete the task

Quotes from users:

“Reading this is a lot to take in at once. ”

“Ok, this is a lot to read. ”

“I’m a bit hung up about what these exceptions mean and if it affects if I need to file this year.”

“This is really challenging.”

Solutions

Three conditions that filter who actually need to answer these questions

IBreak down long forms into multi-step flows and group related fields to avoid overwhelming users.

Solutions:

  • Presenting information in smaller chunks allows users to focus on one piece at a time. This avoids wasting time on irrelevant steps, resulting in a faster, streamlined process.

Support for users with different levels of expertise

3/3

Problems

Users had to refer back to the guide PDFs or website for technical terms clarification.

Vancouver.ca website, PDFs, and instruction in BPRS itself

Solutions

Included actual product screenshots on the most challenging step

A example of content review word doc

circle

Outcomes

What impact did we make ?

📈

94%

94% of building owners submitted their reports in the first year.

65%

Support cost reduced by 65% compared to the previous month.

🥇

1st

The first in-house research done, set a new user-centric framework

Reflection

The interface is the first touchpoint with your customer, and it matters more than you think

In an age where AI and automation dominate conversations, it’s easy to overlook the power of something as fundamental as the interface.

But here's the truth: the interface is your handshake with the user.

It's the first impression,

the first decision point,

the first moment someone decides,

"Do I trust this? Do I understand this? Can I do what I came here to do?"

This project demonstrates that users got overwhelmed — not because the regulation was too complex, but because the interface failed to support real human behavior.

By rethinking the interface — making it more intuitive, more self-explanatory — we didn’t just improve usability. We cut support costs, increased completion rates, and restored user trust.

Bring me back to top

Redesigning Vancouver’s carbon reporting system resulted in cutting support cost by 65%

Overview

New regulation introduced to building owners: Energize Vancouver. A part of the city's sustainability regulations to reduce the carbon pollution.

My role

  • Lead UX Strategist
  • Researcher

Teams

  • Project manager
  • Content strategist
  • Third-party developers
  • SME

Timeline

Nov 2023 - Feb 2024

(4 months)

Background

A sustainability regulation to keep the city greener and healthier by regulating carbon emission. Building owners are asked to report their carbon emission through online.

The business goal

A 90% compliance rate by the initial deadline.

The design goal

Make this complex green building regulation reporting process accessible for building owners.

circle

Outcomes

What impact did we make ?

📈

94%

Compliance rate by the initial deadline

65%

support cost reduction

🥇

1st

The first in-house research done, set a new user-centric framework

🥇

1st

The first in-house research done, set a new user-centric framework and present it in the digital dept

tools

Design process

Behind the scenes of the redesign

fire

The trigger

What signalled the problem

vial

The approach

How we investigated

lightbulb

The insights

What we discovered

spa

The solution

Themes & representative designs

Take me to the solution

We decided to improve the city’s reporting process ,

here is why:

quote-left

Background

6 steps are involved in the new regulation of carbon emission report

We expected that if the high volume of support calls persists, it will result in a more significant cost impact in the future

~ 212

~ 1,527

x 7.6 times

The approach

Then we chose the right research to identify what apects about

We conducted and utilized:

  • Contextual inquiries (Qualitative)
  • Heuristic evaluation (Expert analysis)
  • CX data (Quantitative metric)

Then we chose the right research to identify what apects about

Engaged with 5 users across various roles and expertise levels.

  • 3 users were experts, well-versed in their domains and familiar with similar tools.
  • 2 users were novices, lacking industry knowledge and experience with these tools.

One-on-one moderated sessions remotely, lasting an hour per session. Observed their workflows and noted moments of hesitation.

Expert

ESRG Program

coordinator

Expert

Building energy system initiative

Expert

Director of energy and commissioning

Novice

Energy analyst

Novice

Administrative

support

The insight

False assumption

User groups

Guidance

Expertise level

  1. User groups

72% of users are third party consultants, not building owners

After inquiries, we wondered if it was coincidence that none of our recruits were building owners. They were all third-party reporters or managers. Our CX data showed that 72% of users are third-party, not actual building owners.

One of the step in registration on BPRS

They are dealing with multiple buildings and have little access to the building data

Building owners delegate tasks to consultants who manage properties. They lack the same data access as building owners. So they utilized external resources (e.g., old architectural drawings, building data spreadsheets made themselves, Google Maps, Brightly)

External resources (e.g., old architectural drawings, building data spreadsheets

made themselves, Google Maps, Brightly)

  1. Guidance

Static instructions, website, PDFs and FAQs, didn’t help users move forward, but overwhelmed users

  1. Expertise level

Technical jargon confused novice and experts predicted it will be challenging

Novice users felt overwhelmed by jargon like “district energy” and were unsure of inputs. Experts thought the reporting process could challenge non-experts, like property managers.

spa

The solution

Overarching themes: the reporting tool must

Offer a clear visual affordance on Ul level

Reduce manual work by fetching data from federal government

Supports various experty levles

Clear visual affordance on Ul level

1/3

Problems

  • This screen area is for static instructions, not primary components. The main goal "Submission" isn't visually prioritized and looks like secondary actions such as "Extensions" or "Revision."

Solutions

The screen now focuses on one core task with resources below. This reduces cognitive fatigue.

The task to start with (“Claim buildings”) is now visible and centred.

Reduce manual work by fetching data from federal government

2/3

Problems

Solutions

  • Essential data is displayed and groupded based on the importance and information is grouped

Problems

The system showed the same steps for all users, it was unnecessary for some. We didn’t have to.

Solutions

Reordering steps for users to face only necessary actions

Reordering steps for users to face only necessary actions

Problems

  • Extensive and generic definitions

Solutions

It displays the user's actual data for easy verification

Problems

Extensive forms challenged users to complete the task

Quotes from users:

“Reading this is a lot to take in at once. ”

“Ok, this is a lot to read. ”

“I’m a bit hung up about what these exceptions mean and if it affects if I need to file this year.”

“This is really challenging.”

Solutions

Three conditions that filter who actually need to answer these questions

IBreak down long forms into multi-step flows and group related fields to avoid overwhelming users.

Solutions:

  • Presenting information in smaller chunks allows users to focus on one piece at a time. This avoids wasting time on irrelevant steps, resulting in a faster, streamlined process.

Support for users with different levels of expertise

3/3

Problems

Users had to refer back to the guide PDFs or website for technical terms clarification.

Solutions

Present technical terms for accuracy by default, allowing users to access detailed explanations as needed.

Included actual product screenshots on the most challenging step

I collaborated with a content strategist to audit interface copy aligned with plain language guidelines.

A example of content review word doc

circle

Outcomes

What impact did we make ?

📈

94%

94% of building owners submitted their reports in the first year.

65%

Support cost reduced by 65% compared to the previous month.

🥇

1st

The first in-house research done, set a new user-centric framework

Reflection

The interface is the first touchpoint with your customer, and it matters more than you think

In an age where AI and automation dominate conversations, it’s easy to overlook the power of something as fundamental as the interface.

But here's the truth: the interface is your handshake with the user.

It's the first impression,

the first decision point,

the first moment someone decides,

"Do I trust this? Do I understand this? Can I do what I came here to do?"

This project demonstrates that users got overwhelmed — not because the regulation was too complex, but because the interface failed to support real human behavior.

By rethinking the interface — making it more intuitive, more self-explanatory — we didn’t just improve usability. We cut support costs, increased completion rates, and restored user trust.

Bring me back to top

Redesigning Vancouver’s carbon reporting system resulted in cutting support cost by 65%

Overview

New regulation introduced to building owners: Energize Vancouver, a part of the city's sustainability regulations to reduce the carbon pollution.

My role

  • Lead UX Strategist
  • Researcher

Teams

  • Project manager
  • Content strategist
  • Third-party developers
  • SME

Timeline

Nov 2023 - Feb 2024

(4 months)

Background

A sustainability regulation to keep the city greener and healthier by regulating carbon emission. Building owners are asked to report their carbon emission through online.

The business goal

A 90% compliance rate by the initial deadline.

The design goal

Make this complex green building regulation reporting process accessible for building owners.

chart-pie

Outcomes

What impact did we make?

📈

94%

Compliance rate by the initial deadline

65%

support cost reduction

🥇

1st

The first in-house research done, set a new user-centric framework

🥇

1st

The first in-house research done, set a new user-centric framework and present it in the digital dept

tools

Design process

Behind the scenes of the redesign

fire

The trigger

What signalled the problem

vial

The approach

How we investigated

lightbulb

The insights

What we discovered

spa

The solution

Themes & representative designs

Take me to the solution

We decided to improve the city’s reporting process ,

here is why:

quote-left

Background

A surge in support calls revealed something was off about the City’s reporting tool

We expected that if the high volume of support calls persists, it will result in a more significant cost impact in the future

~ 212

~ 1,527

x 7.6 times

The approach

Then we chose the right research to identify what aspects are not supporting users

We conducted and utilized:

  • Contextual inquiries (Qualitative)
  • Heuristic evaluation (Expert analysis)
  • CX data (Quantitative metric)

I conducted contextual inquiries with 5 users of varied roles and expertise levels

Engaged with 5 users across various roles and expertise levels.

  • 3 users were experts, well-versed in their domains and familiar with similar tools.
  • 2 users were novices, lacking industry knowledge and experience with these tools.

One-on-one moderated sessions remotely, lasting an hour per session. Observed their workflows and noted moments of hesitation.

Expert

ESRG Program

coordinator

Expert

Building energy system initiative

Expert

Director of energy and commissioning

Novice

Energy analyst

Novice

Administrative

support

The insight

I uncovered 3 incorrect assumptions from

contextual inquiries & CX data

User groups

Guidance

Expertise level

  1. User groups

72% of users are third party consultants, not building owners

After inquiries, we wondered if it was coincidence that none of our recruits were building owners. They were all third-party reporters or managers. Our CX data showed that 72% of users are third-party, not actual building owners.

One of the step in registration on BPRS

External resources

They are dealing with multiple buildings and have little access to the building data

Building owners delegate tasks to consultants who manage properties. They lack the same data access as building owners. So they utilized external resources (e.g., old architectural drawings, building data spreadsheets made themselves, Google Maps, Brightly)

  1. Guidance

Static instructions, website, PDFs and FAQs, didn’t help users move forward, but overwhelmed users

  1. Expertise level

Technical jargon confused novice users and even experts

Novice users felt overwhelmed by jargon like “district energy” and were unsure of inputs. Experts thought the reporting process could challenge non-experts, like property managers.

spa

The solution

Overarching themes: the reporting tool must

Offer a clear visual affordance on Ul level

Reduce manual work by fetching data from federal government

Support users with different levels of expertise

Clear visual affordance on Ul level

1/3

Problems

Home screen: dense with instructional text and it blocks the actual task.

Home screen: The main task ‘Submission’ isn’t prioritized and looks like secondary actions.

Solutions

The screen now focuses on one core task with resources below. This reduces cognitive fatigue.

The task to start with (“Claim buildings”) is now visible and centred.

Reduce manual work by fetching data from federal government

2/3

Problems

  • Essential data is not displayed and information is dispersed throughout the parent interfaces, making it difficult for users to find what they need.

Solutions

  • Automatically retrieve and display building-related data (e.g., Gross Floor Area, use type, building ID) reducing the manual checking burden on users.

Problems

The system showed the same steps for all users, it was unnecessary for some. We didn’t have to.

Solutions

I looked at what data we are fetching from federal government and determined that we can utilize to conditionally display certain steps.

Now, it displays conditionally certain steps, so users face only necessary steps

Problems

A gap between the users' main task and content in the steps: verifying data vs broad definitions

Solutions

It displays the user's actual data for easy verification

Problems

Extensive forms challenged users to complete the task

Quotes from users:

“Reading this is a lot to take in at once. ”

“Ok, this is a lot to read. ”

“I’m a bit hung up about what these exceptions mean and if it affects if I need to file this year.”

“This is really challenging.”

Solutions

Three conditions that filter who actually need to answer these questions

I broke down long forms into multi-step flows and group related fields to avoid overwhelming users.

Solutions:

  • Presenting information in smaller chunks allows users to focus on one piece at a time. This avoids wasting time on irrelevant steps, resulting in a faster, streamlined process.

Support for users with different levels of expertise

3/3

Problems

Users had to refer back to the guide PDFs or website for technical terms clarification.

Vancouver.ca website, PDFs, and instruction in BPRS itself

Solutions

Present technical terms for accuracy by default, allowing users to access detailed explanations as needed.

Included actual product screenshots on the most challenging step

I collaborated with a content strategist to audit interface copy aligned with plain language guidelines.

A example of content review word doc

chart-pie

Outcomes

What impact did we make?

📈

94%

94% of building owners submitted their reports in the first year.

65%

Support cost reduced by 65% compared to the previous month.

🥇

1st

The first in-house research done, set a new user-centric framework

Reflection

The interface is the first touchpoint with your customer, and it matters more than you think

In an age where AI and automation dominate conversations, it’s easy to overlook the power of something as fundamental as the interface.

But here's the truth: the interface is your handshake with the user.

It's the first impression,

the first decision point,

the first moment someone decides,

"Do I trust this? Do I understand this? Can I do what I came here to do?"

This project demonstrates that users got overwhelmed — not because the regulation was too complex, but because the interface failed to support real human behavior.

By rethinking the interface — making it more intuitive, more self-explanatory — we didn’t just improve usability. We cut support costs, increased completion rates, and restored user trust.

Bring me back to top