INDUSTRY:

Public Utilities

CLIENT:

TXU Energy

Transfer of Service

47%

Reduction in transfer-related call center volume

Reduction in transfer-related call center volume

10-20 minutes

Saved per transfer inquiry

Saved per transfer inquiry

About.

When TXU Energy customers moved to a new home, they were often left wondering when their new service would start or when the old address would disconnect. The existing system provided no visible status updates post-submission, leaving customers anxious and turning to the call center for help.

This project aimed to reduce that uncertainty by introducing a visual progress tracker at the top of the My Plan page — allowing users to track their transfer from start to finish, directly from the website.

Overview.
The lack of visibility into service transfer status resulted in a surge of calls to support, even for basic questions like:
  • “Has my transfer order gone through?”

  • “When will my electricity start at the new address?”

  • “Is my old place disconnected yet?”

By embedding a real-time visual tracker into the user dashboard, we empowered users to check the status of their transfer without needing to call.

Identifying Areas of Improvement.
  • Reduce call center volume related to transfer status inquiries

  • Build customer trust by keeping them informed with real-time feedback

  • Provide a simple, scannable visual that clearly shows what stage the transfer is in

  • Increase user confidence and reduce frustration during the move process

Challenges.
  • Ensuring transfer status updates were reliably synced from backend systems

  • Designing a compact component that wouldn’t clutter the My Plan screen

  • Displaying four transfer states clearly without overwhelming the user

  • Balancing clarity with system limitations (e.g., exact time estimates unavailable)

My Role.
  • UX/UI Design Lead for the Transfer Tracker module

  • Mapped out the transfer journey states and copy with business owners

  • Created wireframes and final UI mockups for desktop and mobile views

  • Collaborated with dev and operations to map backend states to frontend indicators

  • Participated in design QA and refinement after testing

Design Solution.

We introduced a four-state progress indicator that appears at the top of the user’s plan page. This real-time visual gives users confidence about their service transfer, showing where they are in the process:

  1. Transfer Order Placed

  2. Service Scheduled

  3. New Address Energized

  4. Transfer Complete

Each state includes plain language, a status bar, and relevant instructions (e.g., “Call us if you need to change the date”). The component is collapsible to avoid interfering with the rest of the page content.

Transfer Order Placed
  • Displays a confirmation banner immediately after scheduling a transfer

  • Shows users their request was received and the process has started

  • Sets expectations with a short message and progress bar

Service Scheduled
  • Notifies user of confirmed service start date at the new address

  • Offers clear next steps (“Call if you need to reschedule”)

  • Reduces anxiety by showing that the next step is in motion

Transfer Order Placed
  • Displays a confirmation banner immediately after scheduling a transfer

  • Shows users their request was received and the process has started

  • Sets expectations with a short message and progress bar

Service Scheduled
  • Notifies user of confirmed service start date at the new address

  • Offers clear next steps (“Call if you need to reschedule”)

  • Reduces anxiety by showing that the next step is in motion

New Address Energized
  • Confirms that electricity has been successfully turned on at the new location

  • Reassures user that move-in or service start is ready

  • Still shows progress toward final confirmation

Transfer Complete
  • Final confirmation banner that shows electricity at the previous address has been disconnected

  • Uses a bold green progress bar and clear copy to signal completion

  • Closes the communication loop so users feel fully informed

New Address Energized
  • Confirms that electricity has been successfully turned on at the new location

  • Reassures user that move-in or service start is ready

  • Still shows progress toward final confirmation

Transfer Complete
  • Final confirmation banner that shows electricity at the previous address has been disconnected

  • Uses a bold green progress bar and clear copy to signal completion

  • Closes the communication loop so users feel fully informed

Conclusion.

The Transfer Tracker transformed a black-box process into a clear, guided customer experience.
By showing users exactly where they are in their move journey, we not only reduced calls — we built trust.

This feature is a strong example of how design transparency leads to efficiency and customer confidence.