Avangrid

Redesigning how customers start, stop, and transfer utility service

Avangrid serves millions of utility customers across the Northeast. Starting, stopping, or transferring service should have been routine, but the existing experience pushed most customers to the phone and left many unsure their request had gone through.

I led research and end-to-end product design for the move-in / move-out experience, working with customers and Avangrid’s CX, product, operations, and engineering teams to turn a call-center-heavy process into a digital journey customers could trust.

Role

Principal Designer / Research Lead

Timeline

2021 - 2022

Platform

Responsive Web

Service Design

UX Research

Product Strategy

Concept Testing

Avangrid start service flow on a laptop and phone: the welcome step and the confirmation screen

At a glance

A digital option already existed.
Most customers still picked up the phone.

Situation

80% of customers called to start, stop, or transfer their service, despite an online option

The contact center was the most used channel for starting service and the one with the lowest satisfaction. 30% of customers needed more than one contact to activate service, and 44% spent more than ten minutes setting up and confirming a start date.

Approach

Understand the entire start/stop service process, not just the customer-facing screens

I led foundational research with current customers, mapped what happened inside Avangrid after each request, ran a cross-functional strategy workshop, then designed and tested two competing concepts before setting the final direction.

Outcomes

The first win of many in a digital transformation across multiple key customer touchpoints

01

Spearheaded the shift to digital and self-service

The redesigned journey became part of Avangrid’s broader CX transformation, which shifted 80% of customer interactions to digital channels.

02

200% NPS improvement

The move-in / move-out redesign contributed to a 200% increase in NPS across customer journey channels.

03

A transformation template for future customer touchpoints

The move in / move out transformation established the experience framework and design patterns later extended to other customer journeys like outages, billing, and account, and the program went on to win an E Source award in 2024.

  • Start service flow: welcome step asking for the customer's name
  • Start service flow: address confirmation with map
  • Start service flow: choosing a start date
  • Start service flow: identity verification step
  • Start service flow: confirmation page with service address, start date, and confirmation number

Challenge

Make the digital option the one customers trust. Even in the middle of a move.

A routine task in the most expensive channel

Start, stop, and transfer requests were routine, yet most of them ran through the contact center, the most expensive channel and the lowest rated. 30% of customers didn’t even know signing up online was an option, and more than half said they had never visited the website.

A website that still ran on manual work

No receipt, no confidence

Moving makes everything feel bigger

A routine task in the most expensive channel

Start, stop, and transfer requests were routine, yet most of them ran through the contact center, the most expensive channel and the lowest rated. 30% of customers didn’t even know signing up online was an option, and more than half said they had never visited the website.

A website that still ran on manual work

No receipt, no confidence

Moving makes everything feel bigger

Approach

This was a service design problem: research the customer touchpoints and what's behind the curtain, reframe the journey, then test competing ideas.

  • 1

    Understand

    Research with customers and the teams fulfilling their requests

    01 Understand

    Learn why customers called, and what happened behind each request.

    I conducted 27 customer interviews (more than 1,600 minutes), gathered existing survey and analytics data, conducted stakeholder interviews, and created process maps from internal documentation and training materials.

  • 2

    Reframe

    Turn findings into a strategy for the whole journey

    02 Reframe

    Redesign the journey before, during, and after the transaction.

    I brought customer insights, operational findings, and cross-functional partners together in a strategy workshop, then prioritized recommendations by value and effort with Avangrid stakeholders.

  • 3

    Validate

    Test two competing concepts and combine the best of each

    03 Validate

    Design and test two divergent directions before converging

    I led sessions with 8 customers who walked through both concepts and compared them directly. The final direction paired the clearer flow of one with the reassurance features of the other.

1

Understand

Research with customers and the teams fulfilling their requests

2

Reframe

3

Validate

01 Understand

Learn why customers called, and what happened behind each request.

I conducted 27 customer interviews (more than 1,600 minutes), gathered existing survey and analytics data, conducted stakeholder interviews, and created process maps from internal documentation and training materials.

Examples

Three moments that shaped the final design

01: Behind the curtain

Mapping the system behind the customer journey

We mapped six current-state journeys (start, stop, and transfer, across both the website and the call center) in layers: customer actions, internal activities and systems, pain points, and opportunities.


The maps exposed problems customers could feel but not see. Web requests still needed manual processing. Identity verification depended on manual steps. Address data wasn’t fully synced with USPS records, confirmations were inconsistent, and service blocks appeared without an explanation or a clear path forward.


A line from Avangrid leadership in our strategy workshop became a guiding principle for the rest of the project:

“I don’t want to create a pretty interface that has messed up processes behind it.”

Process maps I created for starting, stopping and transfer service requests

Six current-state process maps for start, stop, and transfer service across the website and call center

02: Designing for confidence

Customers didn’t just want convenience. They wanted confidence.

Channel adoption first seemed like a usability problem, but interviews with customers who recently started, transferred, or stopped service told a more nuanced story: reassurance mattered as much as speed, and the stress that people experience when moving can amplify small uncertainties.


Three behavioral archetypes emerged based on our research with customers. These archetypes not only helped the team design for different attitudes instead of forcing everyone into one channel, but they were also circulated across the organization to generate awareness and customer empathy.

Insight

The phone confirmation felt like a receipt

Talking to a person gave customers confidence that their request was received and understood. Even customers who preferred digital had been let down before, so a late or missing confirmation sent them back to the phone.

Insight

The phone confirmation felt like a receipt

Talking to a person gave customers confidence that their request was received and understood. Even customers who preferred digital had been let down before, so a late or missing confirmation sent them back to the phone.

Response

Design reassurance into every step

Set expectations before asking for effort: what customers need and how long it will take. Confirm immediately, then make status and next steps easy to find later, while keeping support available for customers who need it.

  • Three archetypes: Perpetual Phoners, Digital Devotees, and Contextual Choosers

    Three customer archetypes: Perpetual Phoners, Digital Devotees, and Contextual Choosers
  • Perpetual Phoners value the reassurance of a live conversation

    Perpetual Phoners archetype with priorities, pain points, and opportunities
  • Digital Devotees prefer self-service, as long as they trust it will work

    Digital Devotees archetype with priorities, pain points, and opportunities
  • Contextual Choosers pick a channel based on the stakes and complexity of the task

    Contextual Choosers archetype with priorities, pain points, and opportunities
  • Three archetypes: Perpetual Phoners, Digital Devotees, and Contextual Choosers

    Three customer archetypes: Perpetual Phoners, Digital Devotees, and Contextual Choosers
  • Perpetual Phoners value the reassurance of a live conversation

    Perpetual Phoners archetype with priorities, pain points, and opportunities
  • Digital Devotees prefer self-service, as long as they trust it will work

    Digital Devotees archetype with priorities, pain points, and opportunities
  • Contextual Choosers pick a channel based on the stakes and complexity of the task

    Contextual Choosers archetype with priorities, pain points, and opportunities
  • Three archetypes: Perpetual Phoners, Digital Devotees, and Contextual Choosers

    Three customer archetypes: Perpetual Phoners, Digital Devotees, and Contextual Choosers
  • Perpetual Phoners value the reassurance of a live conversation

    Perpetual Phoners archetype with priorities, pain points, and opportunities
  • Digital Devotees prefer self-service, as long as they trust it will work

    Digital Devotees archetype with priorities, pain points, and opportunities
  • Contextual Choosers pick a channel based on the stakes and complexity of the task

    Contextual Choosers archetype with priorities, pain points, and opportunities

03: Testing two directions

Two concepts, one stronger final direction

Rather than refine one solution too early, we designed two distinct concepts for starting service. One concept was a linear flow with a single question per step. A second concept was a hub approach with grouped questions in collapsible sections, with more visible progress.


We conducted one-on-one sessions with customers, who walked through both concepts in counterbalanced order and then compared them directly. The goal was to understand why each approach worked so we could combine the strongest elements.


Customers preferred the linear, one-question-at-a-time approach but liked several specific pieces of the hub approach. Testing with customers revealed the design was on the right track:

No major blockers

Expected under 10 minutes

Clear expectations reassured

Time estimates built confidence

Photo ID verification delighted

Bill estimates struck a chord

Example keyscreens from the final design that merged the best of both concepts

  • Mobile start screen to select start, stop, or transfer service
  • Mobile step for entering your name
  • Mobile step setting expectations for how long the process will take
  • Mobile step for locating the service address
  • Mobile step for confirming the service address
  • Mobile step for selecting the start service date
  • Mobile step for reviewing all your info before completing
  • Mobile step for final confirmation of service and next steps
  • Mobile start screen to select start, stop, or transfer service
  • Mobile step for entering your name
  • Mobile step setting expectations for how long the process will take
  • Mobile step for locating the service address
  • Mobile step for confirming the service address
  • Mobile step for selecting the start service date
  • Mobile step for reviewing all your info before completing
  • Mobile step for final confirmation of service and next steps
  • Mobile start screen to select start, stop, or transfer service
  • Mobile step for entering your name
  • Mobile step setting expectations for how long the process will take
  • Mobile step for locating the service address
  • Mobile step for confirming the service address
  • Mobile step for selecting the start service date
  • Mobile step for reviewing all your info before completing
  • Mobile step for final confirmation of service and next steps

Impact

Trusted self-service channels, positive customer feedback, and a template for future change.

0%

of customer interactions shifted to digital channels across the broader CX transformation

200% NPS improvement

The redesigned move-in / move-out journey contributed to a 200% increase in NPS.

Award-winning program transformation

The broader customer experience transformation at Avangrid earned industry recognition, including a 2024 E Source award. As the first project spearheading the effort, this work established the patterns and practices behind the transformation.

Up Next

Interested in working together?
Let's talk.

Interested in working together?
Let's talk.

Interested in working together?
Let's talk.