Case Study

IoT Rooms and Unit Cards

Improve main dashboard room experience to streamline user workflows, increase adoption, and prepare for growth.
Before
After
Project Overview

As Lead Product Designer, I led the redesign of VersaHub’s room views and unit cards, creating scalable, user-centered solutions. I restructured the information architecture, designed reusable UI components aligned with VersaHub’s design system, and collaborated with product owners and developers to balance user needs with technical feasibility and ensure efficient implementation and alignment with VersaHub’s strategic goals.

Status

Shipped

Contribution

Lead Product Designer

Year

Q4 2022 – Q2 2023

Product

SaaS IoT Platform

Audience

B2B Foodservice

Skills

UX Design & Strategy
Product Strategy
User Research
Prototyping & Testing
Design System
Content Design

Problem Statement

The platform's dashboard architecture and unit card design couldn't scale to support two key business initiatives: a new multi-user feature and a low-cost hardware offering.

Results & Impact

The redesign not only improved data visualization and dashboard clarity but also established a scalable foundation to support new equipment and expanded functionalities. By leveraging modular systems, we minimized tech and design debt, ensuring future growth could be achieved efficiently and seamlessly.

Discovery
A comprehensive review of the current interface uncovered opportunities to improve usability, clarity, and scalability. By addressing inefficiencies and aligning with industry standards, this process laid the groundwork for a user-centered design capable of supporting future growth.

Steps Taken:

  • UI Audit: Assessed layout issues, information hierarchy, and unit differentiation challenges.

  • Heuristic Evaluation: Identified usability pain points through personal insights and user-focused analysis.

  • Competitive Analysis: Benchmarked industry practices to guide intuitive and familiar user journeys.

  • Iconography Exploration: Refined visual styles to enhance clarity and ensure brand consistency.


UX Audit

The UI audit identified several usability challenges, including poor emphasis on critical data, oversized Wi-Fi icons creating visual noise, and disruptive accordions for managing notifications. It was also difficult for users to distinguish between units at a glance due to a lack of visual differentiation. Additionally, the placement and design of the “Edit” button reduced usability, and the overall layout lacked a clear information hierarchy. These issues highlighted the need for a more structured and intuitive interface to improve interaction and decision-making.


Foreign Functions

Contact and notification settings were previously embedded within each room, forcing users to duplicate actions, switch between tabs or accordions, and deal with unnecessary context switching. This not only added cognitive load but also derailed the main focus of the dashboard—providing a comprehensive view of unit statuses. The issue was further amplified on mobile devices, where inconsistent layouts created additional confusion and wasted time.

Heuristic Evaluation

As a smart home “power user,” I leveraged personal insights to identify common pain points when interacting with similar platforms. This evaluation gave me a solid foundation to proactively address usability challenges, ensuring the design avoided common pitfalls and anticipated user needs. By adopting this perspective, I was able to identify opportunities for improving the platform’s functionality and overall user experience.

Competitive Analysis

A competitive analysis was conducted to study how mainstream platforms handle data visualization and design their primary dashboards. By examining their user journeys, we ensured that the redesigned experience was intuitive and aligned with familiar industry patterns, avoiding unnecessary complexity. Given the niche audience, it was crucial not to create a product that felt too unfamiliar or complicated. This analysis provided a strong benchmark for usability while maintaining focus on the unique needs of VersaHub’s users.


Exploring Visual Icons

While transitioning the unit cards to pull images directly from the catalog API, it became clear that the images were too small to provide the necessary detail for users to identify individual units. To solve this, I researched modern iconography styles that could achieve better unit distinction. During this process, I discovered that WebstaurantStore already had an established iconography style. Although somewhat outdated, it served as a valuable starting point to build upon. This exploration ensured that the new visual system would offer both clarity and alignment with the brand’s evolving design language.

Define
A thorough analysis of the existing interface revealed the need for more intuitive data visualization and improved unit card designs to provide users with better context for informed decisions. The design also needed to support new equipment types and align with VersaHub’s updated branding.

Understanding the User Journey

I focused on refining VersaHub’s user journey to enhance equipment monitoring and issue resolution. By analyzing workflows and identifying pain points, I simplified complex processes and streamlined navigation to prioritize clarity and usability. This approach ensured a seamless and efficient experience for users, allowing them to quickly detect issues, view detailed data, and take corrective actions without unnecessary friction.


Contextual Layout

After analyzing the interface and user journey, I identified layout constraints and defined design boundaries to optimize card placement and structure. This informed decisions on the optimal number of unit cards to display while ensuring space for vital contextual data, such as alerts and room-level details, balancing usability and scalability for future needs.


Defining Card Information Hierarchy

Insights from the discovery phase highlighted the need for a more intuitive approach to data visualization within unit cards. This process focused on optimizing information architecture and establishing a clear hierarchy to balance content relevance and accommodate diverse equipment types. The result was a modular, adaptable card system capable of seamlessly consuming and displaying data for both smart and non-WiFi units, ensuring scalability and consistency across the platform with a single versatile component.


Problem Definition

The existing VersaHub interface struggled with unintuitive data visualization and unclear unit card designs, limiting users' ability to make informed decisions. The platform needed a scalable solution to accommodate upcoming smart janitorial equipment as well, which would feel out of place next to kitchen equipment. Constraints in layout design required optimizing space for multiple cards and contextual data, while defining a clear information hierarchy ensured adaptability and consistency. Strategic alignment with R&D and PM was essential to balance user needs, technical feasibility, and long-term goals.

Wireframe
In order to enhance data visualization and optimize room management, I emphasized modularity and scalability by carefully structuring unit cards and room layouts. The design prioritized clarity, intuitive navigation, and responsiveness to deliver a streamlined and efficient user experience, ensuring clear separation while maintaining visual cohesion between elements.

Reorganizing Card Layout

For the unit cards, I developed a layout that separated information into three levels of importance. Primary details, such as the unit name, icon, and real-time temperature readings, were given the most prominent placement. Secondary information, like connection status and syncing timestamps, followed. Finally, tertiary details, such as alerts, were displayed with clear visual prioritization to help users quickly identify critical issues.


Testing Card Modularity

To validate the framework, I tested various use cases by reconfiguring the modular elements to ensure flexibility and scalability. This process helped define the necessary components for each card, along with their different states, such as notifications, connectivity, and status updates.


Reconfiguring the Main Dashboard

Building on the card framework and its information architecture, I restructured the main dashboard to optimize grouping and organization. This included refining card placement, updating button language from “Edit” to “Settings” for clarity, and centralizing notifications, alerts, and contact settings into a unified sidebar. These changes created a cohesive structure, improving usability and ensuring the dashboard layout aligned with the card system’s design principles.


Building Responsive Breakpoints

To ensure a seamless experience across devices, I developed responsive breakpoints for mobile, tablet, and desktop screens. The layout adapts dynamically to reduce cognitive load, with vertical stacking on mobile for simplicity and grid-based arrangements on larger screens to provide clear, organized overviews.

Systems
I developed a responsive framework with breakpoints and centralized settings to streamline workflows and eliminate redundancy. Zero-state views encouraged engagement, while reusable components—built with atomic design principles—handled edge cases and met WCAG standards. Documented in Figma, the system ensured flexibility and efficient implementation.

Designing Equipment Icons

To improve clarity in identifying equipment types, icons replaced small product images across the platform. Consistent use of these icons in the unit cards and across the platform ensured continuity and familiarity, creating a cohesive experience for users.


Unit Card Variants

To ensure the design worked across devices, I created a responsive framework with defined breakpoints for various screen sizes. For empty rooms, I designed a zero-state view that encouraged users to add or purchase equipment. Centralized settings were added to the main navigation, simplifying workflows by allowing users to manage notifications and contacts from a single location. This adjustment eliminated the need for redundant room-specific settings.


Design System Contributions

The updated design was built using atomic design principles. Components such as card surfaces, icons, and alert indicators were created as standalone modules, making them reusable and scalable for future updates. Each component accounted for edge cases, such as loading states, disconnected units, and alerts, and met WCAG standards for accessibility.

Design
I refined the designs to improve clarity and decision-making by adopting an F-pattern layout, introducing a distinct offline state, and separating maintenance from critical alerts. These changes reduced user confusion and false panic while streamlining visual design. Instead of a complex color-coding system, I leveraged visual hierarchy to highlight critical alerts and accommodate edge cases, such as low-battery or disconnected units, without overwhelming the user.

Unit Card Evolution

During the project, we utilized an interim component to allow developers to test data points early. While these cards provided improved clarity compared to the previous iteration, significant issues with data visualization remained, requiring further refinement.


Maintenance Alert

Maintenance alerts were bundled with critical alerts, reducing clarity and prioritization. When both occurred, the system defaulted to a generic “2+ notifications” message, overshadowing critical issues. To solve this, I introduced a subtle, unique icon for maintenance tasks that draws attention without distracting from high-priority alerts.


Offline State Refinement

The offline state was previously treated as an error state, similar to critical alerts, which caused confusion and unnecessary panic for users. To resolve this, I introduced a distinct disabled-like state that clearly differentiates offline units from errors. This new design accurately communicates the priority of user actions, reducing confusion and ensuring a more intuitive experience.


Card Layout Pattern

The card layout disrupted visual flow with elements in all four corners. I applied an F-pattern structure to guide the user’s eye naturally by extracting the bottom alert from its container, improving clarity and focus on key data points.


Designing Room Zero States

To address a key limitation, I introduced room zero states, allowing users to set up and configure rooms without equipment. This update provides a guided onboarding experience, reduces friction, and helps users establish their platform structure before adding units.


Finalizing Responsive Breakpoints

I finalized breakpoints ranging from extra small for older devices to extra large for wide monitors and TVs, ensuring compatibility across all devices used by our target audience. This included setting defined min and max widths for both the room container and unit cards to maintain consistency and usability at every screen size.

Deliver
The redesign of the room and unit card experience featured a seamless handoff between design and development. Supported by detailed documentation, strong cross-functional collaboration, and rigorous quality assurance, the phased rollout delivered a solution that balanced an exceptional user experience with technical feasibility.
The redesign of the room and unit card experience featured a seamless handoff between design and development. Supported by detailed documentation, strong cross-functional collaboration, and rigorous quality assurance, the phased rollout delivered a solution that balanced an exceptional user experience with technical feasibility.
The redesign of the room and unit card experience featured a seamless handoff between design and development. Supported by detailed documentation, strong cross-functional collaboration, and rigorous quality assurance, the phased rollout delivered a solution that balanced an exceptional user experience with technical feasibility.

Documentation

I documented the components in Figma, ensuring developers could implement them efficiently. By using props and variants, I made the design system flexible enough to handle diverse scenarios without introducing unnecessary complexity.


Retaining the Maintenance Tab

After centralizing notifications and contact settings, the team decided to retain the maintenance tab temporarily. Removing it required a predecessor feature that wasn’t ready due to competing priorities. This interim solution ensured functionality remained intact while the maintenance feature awaited its planned refactor.


Phased Rollout

Through close collaboration with product managers and engineering, we successfully launched the redesigned rooms and unit cards in phases. Iterative testing allowed us to refine data points, ensuring a smooth and seamless experience across all stages. This approach enabled us to gather insights, address issues, and optimize the final launch for clarity and usability.

Documentation

I documented the components in Figma, ensuring developers could implement them efficiently. By using props and variants, I made the design system flexible enough to handle diverse scenarios without introducing unnecessary complexity.


Retaining the Maintenance Tab

After centralizing notifications and contact settings, the team decided to retain the maintenance tab temporarily. Removing it required a predecessor feature that wasn’t ready due to competing priorities. This interim solution ensured functionality remained intact while the maintenance feature awaited its planned refactor.


Phased Rollout

Through close collaboration with product managers and engineering, we successfully launched the redesigned rooms and unit cards in phases. Iterative testing allowed us to refine data points, ensuring a smooth and seamless experience across all stages. This approach enabled us to gather insights, address issues, and optimize the final launch for clarity and usability.

Documentation

I documented the components in Figma, ensuring developers could implement them efficiently. By using props and variants, I made the design system flexible enough to handle diverse scenarios without introducing unnecessary complexity.


Retaining the Maintenance Tab

After centralizing notifications and contact settings, the team decided to retain the maintenance tab temporarily. Removing it required a predecessor feature that wasn’t ready due to competing priorities. This interim solution ensured functionality remained intact while the maintenance feature awaited its planned refactor.


Phased Rollout

Through close collaboration with product managers and engineering, we successfully launched the redesigned rooms and unit cards in phases. Iterative testing allowed us to refine data points, ensuring a smooth and seamless experience across all stages. This approach enabled us to gather insights, address issues, and optimize the final launch for clarity and usability.

Impact
The redesign successfully shifted the platform structure from “locations” to rooms, a change that was well-received by users and met with no complaints. As a result, dashboards saw increased engagement, with users returning more frequently to monitor equipment and manage rooms.
The redesign successfully shifted the platform structure from “locations” to rooms, a change that was well-received by users and met with no complaints. As a result, dashboards saw increased engagement, with users returning more frequently to monitor equipment and manage rooms.
The redesign successfully shifted the platform structure from “locations” to rooms, a change that was well-received by users and met with no complaints. As a result, dashboards saw increased engagement, with users returning more frequently to monitor equipment and manage rooms.

Seamless Adoption of Rooms

Users quickly embraced the concept shift from locations to rooms, effortlessly creating and managing multiple spaces, as seen in the first example. This transition improved platform clarity, streamlined workflows, and allowed users to focus on critical information, driving adoption and operational efficiency


Intuitive Settings

The second example highlights the simplicity of managing empty rooms through the new room settings, enabling users to easily delete rooms that are no longer needed. This level of control, combined with centralized settings, saved users time by reducing redundant workflows.

Seamless Adoption of Rooms

Users quickly embraced the concept shift from locations to rooms, effortlessly creating and managing multiple spaces, as seen in the first example. This transition improved platform clarity, streamlined workflows, and allowed users to focus on critical information, driving adoption and operational efficiency


Intuitive Settings

The second example highlights the simplicity of managing empty rooms through the new room settings, enabling users to easily delete rooms that are no longer needed. This level of control, combined with centralized settings, saved users time by reducing redundant workflows.

Seamless Adoption of Rooms

Users quickly embraced the concept shift from locations to rooms, effortlessly creating and managing multiple spaces, as seen in the first example. This transition improved platform clarity, streamlined workflows, and allowed users to focus on critical information, driving adoption and operational efficiency


Intuitive Settings

The second example highlights the simplicity of managing empty rooms through the new room settings, enabling users to easily delete rooms that are no longer needed. This level of control, combined with centralized settings, saved users time by reducing redundant workflows.

Conclusion
The rooms redesign successfully addressed key usability challenges and created a new platform foundation that supports growing user needs and future enhancements. The project demonstrated the value of modular design, strategic collaboration, and intentional decisions that solve real user problems. These improvements equip VersaHub to adapt and scale while helping users manage their equipment effectively.
The rooms redesign successfully addressed key usability challenges and created a new platform foundation that supports growing user needs and future enhancements. The project demonstrated the value of modular design, strategic collaboration, and intentional decisions that solve real user problems. These improvements equip VersaHub to adapt and scale while helping users manage their equipment effectively.
The rooms redesign successfully addressed key usability challenges and created a new platform foundation that supports growing user needs and future enhancements. The project demonstrated the value of modular design, strategic collaboration, and intentional decisions that solve real user problems. These improvements equip VersaHub to adapt and scale while helping users manage their equipment effectively.

Challenges and Insights

The redesign revealed key challenges tied to working within the constraints of an embedded API. Aligning VersaHub’s layouts with WebstaurantStore’s parent navigation required breaking container padding rules and reworking full-width mobile views. Early collaboration with developers was critical to addressing these limitations and ensuring design feasibility. A strong focus on scalability and accessibility from the start not only improved usability but also reduced long-term design and development effort. Stakeholder feedback underscored the importance of a unified design system, which enabled teams to extend the platform consistently while minimizing complexity.

Opportunities

To further streamline workflows and enhance the user experience, the following opportunities were identified:

  • Quick-Glance Widgets: Allow users to spot critical issues faster without scrolling, saving time and improving monitoring efficiency.

  • Full-Width Mobile Layouts: Maximize screen real estate for smaller devices, making the interface cleaner and more usable.

  • Centralized Maintenance Workflows: Simplify equipment upkeep by consolidating maintenance tasks into a single, easy-to-access view, similar to the centralized settings redesign.

Challenges and Insights

The redesign revealed key challenges tied to working within the constraints of an embedded API. Aligning VersaHub’s layouts with WebstaurantStore’s parent navigation required breaking container padding rules and reworking full-width mobile views. Early collaboration with developers was critical to addressing these limitations and ensuring design feasibility. A strong focus on scalability and accessibility from the start not only improved usability but also reduced long-term design and development effort. Stakeholder feedback underscored the importance of a unified design system, which enabled teams to extend the platform consistently while minimizing complexity.

Opportunities

To further streamline workflows and enhance the user experience, the following opportunities were identified:

  • Quick-Glance Widgets: Allow users to spot critical issues faster without scrolling, saving time and improving monitoring efficiency.

  • Full-Width Mobile Layouts: Maximize screen real estate for smaller devices, making the interface cleaner and more usable.

  • Centralized Maintenance Workflows: Simplify equipment upkeep by consolidating maintenance tasks into a single, easy-to-access view, similar to the centralized settings redesign.

Challenges and Insights

The redesign revealed key challenges tied to working within the constraints of an embedded API. Aligning VersaHub’s layouts with WebstaurantStore’s parent navigation required breaking container padding rules and reworking full-width mobile views. Early collaboration with developers was critical to addressing these limitations and ensuring design feasibility. A strong focus on scalability and accessibility from the start not only improved usability but also reduced long-term design and development effort. Stakeholder feedback underscored the importance of a unified design system, which enabled teams to extend the platform consistently while minimizing complexity.

Opportunities

To further streamline workflows and enhance the user experience, the following opportunities were identified:

  • Quick-Glance Widgets: Allow users to spot critical issues faster without scrolling, saving time and improving monitoring efficiency.

  • Full-Width Mobile Layouts: Maximize screen real estate for smaller devices, making the interface cleaner and more usable.

  • Centralized Maintenance Workflows: Simplify equipment upkeep by consolidating maintenance tasks into a single, easy-to-access view, similar to the centralized settings redesign.

Learn More

Get to know my career journey, core competencies, os simply check out some of my case studies.

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© 2025 Dave Leal All rights reserved.

Learn More

Get to know my career journey, core competencies, os simply check out some of my case studies.

Powered by freshly pressed coffee

© 2025 Dave Leal All rights reserved.

Learn More

Get to know my career journey, core competencies, os simply check out some of my case studies.

Powered by freshly pressed coffee

© 2025 Dave Leal All rights reserved.