Redesigning Vancouver’s Carbon Reporting Platform to Cut Support Tickets by 46%

City of Vancouver · Nov 2023 - Feb 2024

A usability-focused redesign of BPRS that helped users complete reports without external help.

Overview

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

Timeline

Nov 2023 - Feb 2024

(4 months)

Team

Business analyst,

Content strategist,

Third-party

develplers

Role

Lead UX Strategist ·

Researcher

Deliverable

UX Consulting · User

research report 

Target users

Building owners ·

Energy consultants

quote-left

Background

The city has rolled out new regulations for building owners aimed at enhancing a healthier, cleaner city for all of us to enjoy by cutting down on carbon pollution

quote-left

Background

6 steps are involved in the

circle-exclamation

Problems

A high support ticket volume revealed something was off:

Confusion in the City report platform, BPRS

The City received 160 support tickets from ~212 building owners, with 92% related to Vancouver’s BPRS.

 

Users struggled to complete reports despite detailed guidelines.

bullseye

Goals

Make the city report platform more intuitive and user-friendly to cut support costs and achieve 90% compliance by the deadline

circle

Outcomes

What impact did we make through?

of completion in the carbon emission report

Compliance rate

94 %

Comparing to the first month

Support tickets

reduced by

46 %

The first in-house user interview done, set a new benchmark for user-centered design.

1st

In-house research

tools

Design process

Behind the scenes of the redesign

The trigger

What made us pause and look closer: a flood of support tickets

The approach

Heuristic evaluation and contextual interviews

The insights

What we discovered from real users

The design solution

How we turned research into real improvements

Confusion in the product predicts the bigger budget impact in the future

Resolving support tickets costs the City per ticket

We anticipate the increase of volume of supporting ticket will cost the City per 1 support ticket resolved by outsourcing vendor.

~ 212

~ 1,527

x 7.6 times

Investigated what was not supporting users to submit their reports

In order to do that..

 

  1. Conducted a heuristic evaluation to identify potential pain points and assumptions.

 

  1. Ran contextual interviews with 5 external users who had experience using the platform to validated the assumptions.

Expert

ESRG Program

coordinator

Expert

Building energy system initiative

Expert

Director of energy and commissioning

Novice

Energy analyst

Novice

Administrative

support

Uncovered a mismatch between the assumptions and how users actually interact with our product

Flase assumption #1

User group: Building owners would complete the reporting process themselves. 1:1 one building owner to one building.

Guidance: Written instructions and support materials would be sufficient for users to navigate the process independently.

Expertise level: Technical terms and regulatory language were clear enough for all user types.

lightbulb

The insights

Third-party consultants — the user groups we didn’t see — lacked direct access to building data, making it hard to complete reports.

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.

lightbulb

The insights

4out of 5 participants verbally expressed the amount of information is a lot to take in

Users still lacked clear direction at critical moments in the process with all the written instructions.


On the top of that, users defaulted to calling or submitting tickets because the written materials didn’t match the decisions they needed to make in real time.

lightbulb

The insights

Technical jargon confused novice and experts predicted it will be challeging

Novice users were overwhelmed by technical jargon (e.g., “district energy”, “shared meter”) and unsure of what certain inputs meant. Meanwhile, expert users believed that the reporting process

could be challenging for non-experts, such as property managers.

circle

The solution

Users want a report system that:

Reduces manual works

Reduce reliance on manual data gathering by surfacing key building data through system integration with the federal gov product.

Offers a clear affordance

a clear direction on actions, and simplify the step flow to support user progression without referencing external materials.

Supports various experty levles

Reduce reliance on manual data gathering by surfacing key building data through system integration with the federal gov product.

Reducing the manual checking burden on users

Problems

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

Solutions

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

Reduced unneessarily work by using conditional logic from integrated data

Previous flow

The System showed the same steps for all users, even if unnecessary for some

Problems:

  • Some steps 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.

Current flow

Reordering the stpes Users face only necessary steps for their situation

Solutions:

  •  

 

  • The system can utilize the integrated data by checking the ESPM connection at the first step.

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

Problems

  • Extensive and generic definitions

Solutions

  • Display the user's actual data for easy verification, the focus shifts from interpreting complex rules and definitions to simply verifying the accuracy of the data automatically presented to them.

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

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

 

Previous flow

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.”

The condition

Broke extensive forms down into conditional small steps

The current flow

Break 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.

circle

Outcomes

What impact did we make through?

of completion in the carbon emission report

Compliance rate

94 %

Comparing to the first month

Support tickets

reduced by

46 %

The first in-house user interview done, set a new benchmark for user-centered design.

1st

In-house research

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 Platform to Cut Support Tickets by 46%

City of Vancouver · Nov 2023 - Feb 2024

A usability-focused redesign of BPRS that helped users complete reports without external help.

Overview

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

Timeline

Nov 2023 - Feb 2024 (4 months)

Team

Business analyst, Content strategist, Third-party develplers

Role

Lead UX Strategist · Researcher

Deliverable

UX Consulting · User research report

Target users

Building owners · Energy consultants

quote-left

Background

The city has rolled out new regulations for building owners aimed at enhancing a healthier, cleaner city for all of us to enjoy by cutting down on carbon pollution

quote-left

Background

6 steps are involved in the

circle-exclamation

Problems

A high support ticket volume revealed something was off: Confusion in the City report platform, BPRS

The City received 160 support tickets from ~212 building owners, with 92% related to Vancouver’s BPRS.

 

Users struggled to complete reports despite detailed guidelines.

bullseye

Goals

Make the city report platform more intuitive and user-friendly to cut support costs and achieve 90% compliance by the deadline

circle

Outcomes

What impact did we make through?

of completion in the carbon emission report

Compliance rate

94 %

Comparing to the first month

Support tickets

reduced by

46 %

The first in-house user interview done, set a new benchmark for user-centered design.

1st

In-house research

tools

Design process

Behind the scenes of the redesign

fire

The trigger

What made us pause and look closer?

vial

The approach

How did we investigate to find the causes?

lightbulb

The insights

What did we discover from our research?

spa

The solution

How did we turn research into real improvements?

Take me to the solution

Confusion in the product predicts the bigger budget impact in the future

Resolving support tickets costs the City per ticket

We anticipate the increase of volume of supporting ticket will cost the City per 1 support ticket resolved by outsourcing vendor.

~ 212

~ 1,527

x 7.6 times

Investigated what was not supporting users to submit their reports

In order to do that..

 

  1. Conducted a heuristic evaluation to identify potential pain points and assumptions.

 

  1. Ran contextual interviews with 5 external users who had experience using the platform to validated the assumptions.

In order to do that..

 

  1. Conducted a heuristic evaluation to identify potential pain points and assumptions.

 

  1. Ran contextual interviews with 5 external users who had experience using the platform to validated the assumptions.

Expert

ESRG Program

coordinator

Expert

Building energy system initiative

Expert

Director of energy and commissioning

Novice

Energy analyst

Novice

Administrative

support

Uncovered a mismatch between the assumptions and how users actually interact with our product

False assumption

User group: Building owners would complete the reporting process themselves. 1:1 one building owner to one building.

Guidance: Written instructions and support materials would be sufficient for users to navigate the process independently.

Expertise level: Technical terms and regulatory language were clear enough for all user types.

lightbulb

The insights

Third-party consultants — the user groups we didn’t see — lacked direct access to building data, making it hard to complete reports.

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.

lightbulb

The insights

4out of 5 participants verbally expressed the amount of information is a lot to take in

Users still lacked clear direction at critical moments in the process with all the written instructions.


On the top of that, users defaulted to calling or submitting tickets because the written materials didn’t match the decisions they needed to make in real time.

lightbulb

The insights

Technical jargon confused novice and experts predicted it will be challeging

Novice users were overwhelmed by technical jargon (e.g., “district energy”, “shared meter”) and unsure of what certain inputs meant. Meanwhile, expert users believed that the reporting process

could be challenging for non-experts, such as property managers.

circle

The solution

Users want a report system that:

Reduces manual works

Reduce reliance on manual data gathering by surfacing key building data through system integration with the federal gov product.

Offers a clear affordance

a clear direction on actions, and simplify the step flow to support user progression without referencing external materials.

Supports various experty levles

Reduce reliance on manual data gathering by surfacing key building data through system integration with the federal gov product.

Reducing the manual checking burden on users

Problems

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

Solutions

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

Cutting unnecessary work with conditional logic from data

Previous flow

The System showed the same steps for all users, even if unnecessary for some

Problems:

  • Some steps 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.

Current flow

Reordering the stpes Users face only necessary steps for their situation

Solutions:

  • Only qualified users will see the step 2and 3 based on the ESPM integrated data that is a previous step.
  • The system can utilize the integrated data by checking the ESPM connection at the first step.

Shifting from interpretation to verification

Problems

  • Extensive and generic definitions

Solutions

  • Display the user's actual data for easy verification, the focus shifts from interpreting complex rules and definitions to simply verifying the accuracy of the data automatically presented to them.

Reducing completion time by reorganizing forms into a linear flow

 

Previous flow

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.”

The current flow

Break 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.

Applying clear visual hierarchy and cues

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.
  • The screen is filled with instructional text and multiple paragraphs. It's unclear what actions users should take. The “Claim Buildings” tab is easily missed, which is the first action needed.

Solutions

circle

Outcomes

What impact did we make through?

of completion in the carbon emission report

Compliance rate

94 %

Comparing to the first month

Support tickets

reduced by

46 %

The first in-house user interview done, set a new benchmark for user-centered design.

1st

In-house research

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 Platform to Cut Support Tickets by 46%

City of Vancouver · Nov 2023 - Feb 2024

A usability-focused redesign of BPRS that helped users complete reports without external help.

Overview

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

Timeline

Nov 2023 - Feb 2024 (4 months)

Team

Business analyst, Content strategist, Third-party developers

Role

Lead UX Strategist · Researcher

Deliverable

UX Consulting · User research report  

Target users

Building owners · Energy consultants 

quote-left

Background

The city has rolled out new regulations for building owners aimed at enhancing a healthier, cleaner city for all of us to enjoy by cutting down on carbon pollution

quote-left

Background

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

circle-exclamation

Problems

A high support ticket volume revealed something was off:

Confusion in the City report platform, BPRS

The City received 160 support tickets from ~212 building owners, with 92% related to Vancouver’s BPRS.

 

Users struggled to complete reports despite detailed guidelines.

bullseye

Goals

chart-pie

Outcomes

What impact did we make through?

of completion in the carbon emission report

Compliance rate

94 %

Comparing to the first month

Support tickets

reduced by

46 %

The first in-house user interview done, set a new benchmark for

user-centred design

1st

In-house research

tools

Design process

Behind the scenes of the redesign

fire

The trigger

What made us pause and look closer?

vial

The approach

How did we investigate to find the causes?

lightbulb

The insights

What did we discover from our research?

spa

The solution

How did we turn research into real improvements?

Take me to the solution

Confusion in the product predicts the bigger budget impact in the future

Resolving support tickets costs the City per ticket

We anticipate the increase of volume of supporting ticket will cost the City per 1 support ticket resolved by outsourcing vendor.

~ 212

~ 1,527

x 7.6 times

Investigated what was not supporting users to submit their reports

In order to do that..

 

  1. Conducted a heuristic evaluation to identify potential pain points and assumptions.

 

  1. Ran contextual interviews with 5 external users who had experience using the platform to validated the assumptions.

Expert

ESRG Program

coordinator

Expert

Building energy system initiative

Expert

Director of energy and commissioning

Novice

Energy analyst

Novice

Administrative

support

Uncovered a mismatch between the assumptions and how users actually interact with our product

False assumptions

User group: Building owners would complete the reporting process themselves. 1:1 one building owner to one building.

Guidance: Written instructions and support materials would be sufficient for users to navigate the process independently.

Expertise level: Technical terms and regulatory language were clear enough for all user types.

lightbulb

The insights

5 out of 5 participants expressed challenges in gathering this information as third-party consultants

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.

lightbulb

The insights

4 out of 5 participants verbally expressed the amount of information is a lot to take in

Users still lacked clear direction at critical moments in the process with all the written instructions.


On the top of that, users defaulted to calling or submitting tickets because the written materials didn’t match the decisions they needed to make in real time.

lightbulb

The insights

Technical jargon confused novice, and experts confirmed that it’s challenging for novice

Novice users were overwhelmed by technical jargon (e.g., “district energy”, “shared meter”) and unsure of what certain inputs meant. Meanwhile, expert users believed that the reporting process

could be challenging for non-experts, such as property managers.

spa

The solution

Users want a report system that:

Reduces manual works

Reduce reliance on manual data gathering by surfacing key building data through system integration with the federal gov product.

Offers a clear affordance

a clear direction on actions, and simplify the step flow to support user progression without referencing external materials.

Supports various expertise levels

Reduce reliance on manual data gathering by surfacing key building data through system integration with the federal gov product.

Applying clear visual hierarchy and cues

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 offers only one core task, supported by relevant resources placed below, not above, the main action. This reduces cognitive fatigue.
  • It’s much cleaner, with what task to start with (“Claim buildings”) immediately visible and centred.

Reducing the manual checking burden on users

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.

Cutting unnecessary work with conditional logic from data

Previous flow

The System showed the same steps for all users, even if unnecessary for some

Problems:

  • Some steps 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.

Current flow

Reordering steps for users to face only necessary actions

Solutions:

  • Only qualified users will see the step 2and 3 based on the ESPM integrated data that is a previous step.
  • The system can utilize the integrated data by checking the ESPM connection at the first step.
  • Rewrote the step titles more understandable

Shifting from interpretation to verification

Problems

  • The broad and vague definitions did not align with the users' primary task of verifying data in the Federal government.

Solutions

  • Display the user's actual data for easy verification, the focus shifts from interpreting complex rules and definitions to simply verifying the accuracy of the data automatically presented to them.

Reducing completion time by reorganizing forms into a linear flow

Previous flow

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.”

The condition

Three conditions that filter who actually need to answer these questions

The current flow

Break 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.

chart-pie

Outcomes

What impact did we make through?

of completion in the carbon emission report

Compliance rate

94 %

Comparing to the first month

Support tickets

reduced by

46 %

The first in-house user interview done, set a new benchmark for

user-centred design

1st

In-house research

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