Case Study: BalanceCX streamlines building analytics workflows with Equal

BalanceCX speeds essential tasks with Equal, cutting functional test creation by 4 min

BalanceCX, a building performance analytics platform, faced the challenge of making their powerful but complex product faster and easier to use for daily operational tasks without disrupting their active user base. They engaged the vendor Equal for embedded product design support to streamline navigation, workflows, and dashboards.

As the embedded design partner, Equal mapped user scenarios and then gradually redesigned the product's navigation, workflows, and interactive components module by module. This approach allowed for a non-disruptive rollout. The solution resulted in users spending 4 minutes less on test creation, experiencing navigation that was 2x faster, and gaining 3 new UX flows, significantly reducing the time and effort for essential daily work.

BalanceCX