Understand My Bill

A simple and dynamic way for customers to understand price fluctuation in their energy
bills while reducing call volume for Rhythm Energy's call service center.

Role

User research
Content Strategy
User testing
UI Design
Mockups
High Fidelity Prototype

Teams

CX
CSRs
Product
Leadership
Marketing
Engineering

Timeline

May 2025 - August 2025

Problem Statement

Implement a digital solution that provides clear, personalized insights into billing fluctuations and enables customers to resolve common issues without the need for live support.

The Solution

Implement a digital solution that provides clear, personalized insights into billing fluctuations and enables customers to resolve common issues without the need for live support.

View Prototype

Discover

User Personas

To better understand the challenges related to high call volume, I conducted interviews with several call service agents at Rhythm Energy. I gained valuable insights into the most common customer concerns—primarily confusion around bill fluctuations, including usage patterns, TDU rate changes, and weather patterns. Their feedback highlighted a clear need for a more efficient, scalable solution that empowers customers to find answers independently.

Rhythm CSR

Rhythm Customer

Based on the interviews with the CSRs, we gained insights into our customers concerns and created a few user personas to reflect their pain points.

Define

User Stories

To turn our persona's pain points into actionable solutions we created user stories and prioritized the ones we needed to follow for the MVP. Below are the user stories that guided the designs moving forward.

As an Rhythm customer...
I need a quick explanation of any reason my bill might have changed from previous months, as well as explanations of any unexpected fees.
As an Rhythm customer...
I need a quick explanation of any reason my bill might have changed from previous months, as well as explanations of any unexpected fees.
As an Rhythm customer...
I would like to compare this months bill to last months and last years.
As an Rhythm customer...
Seeing how I used my energy every day would be informative.
As an Rhythm customer...
I would like to see how weather may have affected my usage.
As an Rhythm customer...
I need to know how my bill is calculated.
As an Rhythm CSR...
I need to be able to see whatever the customer sees in Rhapsody so I can talk customers though their bill breakdown if they still need help.

Based on the user stories and feedback from Rhythm's CSRs we decided to make a CTA in the customers portal by their amount due. This is the point in the customers journey where they call in due to bill shock. This CTA would lead to a bill breakdown page.

Wireframes

Develop

Usability Tests

After iterating through low and high fidelity wireframes we began working with the creative team to create visual assets and copy for the initial mock-ups. After stakeholder buy-in I began conducting user tests.

User Tests:
7/8/2024 - 7/12/2024

Alec M. (31 male)

• Irving, TX
• Sales Manager for a construction company.
• Has his masters in Mechanical Engineering.
• 4Change Energy  
• Lives with his wife, newborn, and dog.

Tejeshwar R. (36 male)

• Houston, TX
• Assistant Director for a research company.
• Reliant  
• Married with no children.

Gina K. (37 female)

• Spring, TX
• Middle school math teacher and used Amazon sales influencer
• IronHorse
• Lives with husband of 12 years, 5 kids, dog, and their goldfish.

Supreet J. (26 female)

• Houston, TX
• Supply Chain Specialist
• Amigo Energy
• Single and lives alone.

Dawn N. (41 female)

• Victoria, TX
• Legal Secretary
• Victoria Electric Co-op
• Married with teenagers, dog, and a cat.

Based on the usability tests, we gained insights to what was working and what designs needed to be improved upon.

Quotes from the user interviews and their rating of the designs out of ten.

Usage Emails & Rhapsody

With the Understand My Bill feature approved, Rhythm's Marketing, CX, and Call Service team needed an updated Usage Email with borrowed components. CSR's also needed a way to view thes bill features in Rhapsody, our custom built internal tooling system built for the team, when talking to customers.

Some of the different email instances that would be triggered monthly based on the customers usage.

Working with our CSRs, we determined the ideal place within Rhapsody (Rhythm's Internal Tooling Software) that would be the most intuitive place for them to find the customers Bill Breakdown.

Deliver

View Prototype
View Prototype