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🔎 behind the scenes of MISO Help Center that helps 25% more

Published Jun 2, 2024
Updated Jul 13, 2024
4 minutes read
UX ResearchUX DesignEnergy SectorSaaS

When "good enough" isn't good enough

You know that feeling when you walk into someone's house and immediately know they've been living with broken things for way too long? that's what MISO's help center felt like when i first saw it.

The wild part? Everyone just... lived with it. Market Operators were literally keeping handwritten notes about where to find latest notifications SOP procedures. & in 2023... let that sink in!

What's MISO anyways?

The Midcontinent Independent System Operator (MISO) manages one of north america's largest power grids across 15 mid-west U.S. states and Manitoba, Canada. Basically, they make sure your lights stay on, your coffee maker works, and hospitals don't lose power. no big deal, right?

But their help center? it felt like trying to find a specific book in a library where someone had mixed up all the sections and then turned off half the lights.

An Honest Conversation

My Role

UX Researcher owning research from end to end

Team

2 Product designers, 2 Product managers & 5+ engineers

Timelines

Aug 23 - May 24

They brought us in for what seemed like a simple ask: "Make the help center prettier." classic.

But after spending actual time with the users (Electricity Market Participants, Market Operators, Grid Technicans, Power Operator, Client Support Team et. al) using this thing, the truth came out during our third stakeholder interview. "I've been here ten years," one operator told us, "and I still have to write down where to find certain procedures because the navigation just isn't intuitive." This wasn't just about making things look better - it was about fundamentally rethinking how critical information should be organized and accessed.

The navigation felt like a maze, and finding relevant articles was a daily struggle. We knew the information was there - we just couldn't get to it quickly enough.

MISO Market Participant

Understanding the Complexity

Our first week was spent just understanding how market participants used the Help Center. The complexity was staggering. We shadowed operators during their work hours, watched market participants navigate through their daily workflows, and sat in on support calls. Each group had their own patterns, their own workarounds, their own way of dealing with the system's shortcomings.

The issues were clear:

What made this particularly challenging was the critical nature of the information. This wasn't just documentation - these were procedures and guidelines that impacted millions of dollars in energy transactions and affected power delivery to millions of homes.

Heuristic evaluations on specific tasks
Early heuristic evaluations revealed deep usability issues

A Familiar Problem Space

The challenge of organizing vast amounts of technical information wasn't new to us, but MISO's case was unique. We needed to create a system that could handle everything from routine market operations to emergency procedures. It needed to be both comprehensive and lightning-fast.

We spent days just mapping out the different types of information and how they interrelated:

It was like trying to organize a library where every book was equally important and might be needed at a moment's notice.

Looking Outside

We studied other Independent System Operators like CAISO, NYISO, and ERCOT. Each had their own approach, but we were particularly interested in NYISO's Member Community concept. There was something there about fostering collaboration that felt right.

The competitive analysis wasn't just about checking boxes - it was about understanding how different organizations handled similar challenges. We found that each ISO had developed unique solutions based on their specific needs, but there were common threads we could learn from.

Competitive analysis of other Help Centers
Analyzing how other ISOs handled their information architecture

Following the Data

Numbers never lie, but they do tell interesting stories. Through Google Analytics and search logs analysis, we uncovered patterns that even regular users hadn't noticed. The data showed us:

This wasn't just data - it was a map of user frustration and needs. Every abandoned search represented time lost, and in MISO's world, time was literally money.

Visualization of quantitative analysis
Data analysis revealed clear patterns in user behavior

The Human Element

User interviews revealed frustrations we hadn't anticipated. One market participant had created their own docs of important pages because they couldn't rely on the search. Another kept a spreadsheet of "emergency bookmarks" for critical procedures. These weren't just workarounds - they were cries for help.

The issues were deeply human:

Issues in the Help Center
User feedback highlighted critical pain points

Making it Work

We approached the redesign with three core principles, each born from our research and user insights:

  1. Enhanced Search Experience 🔍
    • Revamped the search flow with better filtering
    • Added popular searches based on user patterns
    • Implemented auto-suggestions for longer queries
    • Built in context-aware search results

The search improvements weren't just about better algorithms - they were about understanding how people actually looked for information in pressure situations.

Redesigned search interface
The new search interface prioritized speed and accuracy
  1. Streamlined Navigation 🧭
    • Implemented a modern pop-up design that reduced cognitive load
    • Optimized menu structures based on usage patterns
    • Ensured accessibility compliance for all users
    • Created quick-access paths to critical information
Modern design components
Modern design components
  1. Knowledge Base Overhaul 📚
    • Redesigned the front page for intuitive access
    • Improved link styles and navigation paths
    • Ensured content stayed current with automated update checks
    • Built in real-time notification systems for critical updates
Overhaul of knowledge base
Overhaul of knowledge base

The Results

The numbers told a compelling story after launch:

But the real victory was in the qualitative feedback. Users were finding what they needed faster, support tickets for documentation issues plummeted, and the Help Center was finally living up to its name.

Final design flow
The final design balanced functionality with usability

Key Takeaways

  1. Start With User Needs
    Our initial assumptions were embarrassingly wrong. sitting quietly and watching people work taught me more than any stakeholder meeting ever could.

  2. Think Beyond the Interface Best solution isn't always a new feature... sometimes it's removing the barriers people have learned to live with. simplifying existing paths often beats building new ones.

  3. Design for Impact In critical infrastructure, every second counts. design decisions need to prioritize speed and accuracy over portfolio pieces. what looks good in dribbble might fail in the real world.

  4. Trust the Process Some of our early design decisions didn't work out, but that's okay. Design, Test, Learn, Improve, repeat until it clicks...



Want to dive deeper into the technical details? 🤓
Get in touch to schedule a presentation.

04:26:42 PM

10th of June, 2025