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A customer with thirty sites cannot read thirty dashboards.

The Connected Buildings portfolio view answers one question across all of them: where is value being identified, lost, realized, and projected — across Energy, Asset Lifecycle, and Operations? The morning that used to be spent assembling that picture now opens on a single screen.

Connected Buildings sustainability dashboard
Garry Kapoor
Senior UX Leader, Connected Buildings
Aneesh Nair
Director, Offering Mgmt
Prabhat Ranjan
Sr. Director, Engineering
1 Week
Timeline
The Person

Portfolio Manager.

"I'm responsible for dozens of buildings, and every one of them reports differently. I don't want to learn a separate dashboard for each site — I want one consistent picture across the whole portfolio, so I can see where value is being created and where it's leaking without translating between tools." A portfolio manager isn't fixing faults at a panel. They're accountable for the performance of the entire estate — and answering for it to the people above them.

01 — Built on the ROI Research

This began where the ROI Dashboard left off.

The KPI model — identified, lost, realized, and projected savings across Energy, Asset Lifecycle, and Operations — had already been validated at the single-site level on the ROI Dashboard. The research carried straight over. The question here was different: what happens to that picture when one person owns thirty of those sites at once? The model stayed; the scale changed everything about how it had to be read.

02 — What Breaks at Portfolio Scale

Thirty dashboards cannot be read thirty times every morning.

HarmonizationPortfolio Oversight

Thirty sites, thirty mental models

Each building presented value its own way. Switching between them cost time and quietly eroded trust in the numbers.

No single view of the estate

Energy, Asset Lifecycle, and Operations lived in separate places — assembling the morning picture was a manual chore, repeated daily.

Inconsistent displays & workflows

An operator moving between sites had to re-learn the conventions each time, slowing the work and the confidence behind it.

The job isn't one building's return. It's where value is moving across all of them, at a glance.
03 — What We Proposed

One harmonized portfolio — every site in the same language.

Harmonized DisplaysPortfolioWorkflow

I carried the proven ROI KPI model up to the portfolio level and harmonized the displays and workflows so every building reads the same way. Identified, lost, projected, and realized value — across Energy, Asset Lifecycle, and Operations — resolved into one estate-wide view, with a consistent path from the portfolio down to any single site without ever changing how you read it.

Harmonized portfolio dashboard

The portfolio, harmonized

Every site in one language — value across the whole estate on a single screen.

Sustainability dashboard

Sustainability at estate scale

Energy and carbon performance, consistent across every building in the portfolio.

04 — Outcome

From thirty morning routines to one.

With the displays harmonized, the portfolio manager stopped re-learning a dashboard for every site and started reading the whole estate in one consistent language. The morning that used to be spent pulling Energy, Asset, and Operations data from separate tools and stitching it together now opens on a single screen — and an operator who moves between buildings carries the same mental model with them instead of rebuilding it each time.

A customer with thirty sites cannot read thirty dashboards. Now they read one.