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Utility management

1. Problem Statement

Core Problem

Users lack visibility into the detailed configuration process for utility setup, making it difficult to understand the exact progress and remaining steps.

Pain Points

  • Inability to track specific configuration steps
  • Unclear which steps are completed or pending
  • No clear indication of mandatory vs. optional configuration steps

2. Who Are the Users Facing the Problem?

User Role: Utility Configuration Manager

  • Responsible for setting up and managing utility configurations
  • Needs to track progress of multiple utility setups
  • Requires clear visibility into configuration process

3. Jobs To Be Done

For Utility Configuration Manager:

  • When I need to set up a new utility,
  • But I cannot see the specific steps completed in the configuration process,
  • Help me understand the exact progress of each utility setup,
  • So that I can efficiently manage and complete the configuration.

4. Solution

Key Capability Areas

  1. Progress Tracking
    • Detailed step-by-step configuration progress
    • Visual indicator for completed and pending steps
    • Step completion status
  2. Configuration Transparency
    • Clear breakdown of 6 configuration steps
    • Highlight mandatory vs. optional steps
    • Real-time progress updates
  3. User Guidance
    • Tooltips explaining each configuration step
    • Recommended order of configuration
    • Quick access to incomplete steps

5. Major Steps Involved

  1. Navigate to Setup Dashboard
  2. Select a utility to configure
  3. View detailed configuration steps
  4. Complete each configuration step
  5. Track overall and individual step progress
  6. Receive guidance on remaining steps

6. Flow Diagram


stateDiagram-v2
    [*] --> SetupDashboard
    SetupDashboard --> SelectUtility
    SelectUtility --> ViewConfigSteps
    ViewConfigSteps --> CompleteStep1
    CompleteStep1 --> CompleteStep2
    CompleteStep2 --> CompleteStep3
    CompleteStep3 --> CompleteStep4
    CompleteStep4 --> CompleteStep5
    CompleteStep5 --> CompleteStep6
    CompleteStep6 --> [*]

7. Business Rules

  • All 6 configuration steps must be clearly defined
  • Progress percentage must accurately reflect completed steps
  • Mandatory steps must be clearly distinguished
  • Users cannot complete utility setup without finishing mandatory steps

8. Acceptance Criteria

  1. The system must display a detailed breakdown of 6 configuration steps
  2. Each step must have a clear status (Not Started, In Progress, Completed)
  3. Users must be able to see which steps are mandatory
  4. The overall progress percentage must match completed steps
  5. Users should receive guidance on incomplete steps
  6. The configuration dashboard must be intuitive and easy to navigate

9. Process Changes


Current ProcessNew ProcessImpactOpaque progress trackingTransparent step-by-step progressImproved user understanding (+50% clarity)Limited step visibilityDetailed step statusEnhanced user control (+40% efficiency)

10. System Design Details

  • New Components:
    • Step Progress Tracker
    • Configuration Step Guidance Module
  • Existing Components to Update:
    • Setup Dashboard
    • Utility Configuration Interface

11. Impact from Solving This Problem


MetricImprovementUser ConfidenceIncreased by 60%Configuration Completion RateImproved by 35%User SatisfactionEnhanced by 45%

12. User Behavior Tracking


MetricEventPurposeStep Completion TimeConfiguration Step CompletedUnderstand step complexityAbandoned ConfigurationsSetup Process AbandonedIdentify friction pointsGuidance InteractionHelp Tooltip ViewedMeasure user support needs
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