Smart Thermostat Redesign & Positioning

My Role:

  • Competitive analysis

  • Prototype testing protocol development

  • Focus group moderation

  • Product positioning development

Industrial Design Partner: Pensa

Duration: 6 weeks

Date: 2018/2019

Background

Modern digital experiences and new entrants were shifting consumer expectations of hardware designed for the home, pushing Carrier, a legacy HVAC company, to reconsider the design and functionality of its thermostats to appeal to a new tech-savvy, design-minded consumer.

Objective

Conduct research to refine the design, functionality, and positioning of a next generation smart thermostat that is desirable to an evolving customer base and helps Carrier sell to new audience segments.

Approach

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Quantitative Survey Management

Partnered with a vendor to survey 750+ homeowners using max-diff methodology to prioritize product features that would incentivize purchase of a new thermostat.

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Competitive Audit

Used secondary sources to audit legacy thermostat brands and new entrants, capturing in market trends and patterns, to develop a perspective on positioning and go-to-market strategy for a new thermostat.

See full competitive audit here.

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Prototype Testing Focus Groups

Designed and moderated focus groups with a total of 20+ homeowners to elicit feedback on interim thermostat concepts and reveal benefits and challenges of different designs.

See focus group protocol here.

See prototype evaluation worksheets here.

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User Insights & Design Recommendations

Synthesized feedback from quantitative and qualitative research to surface important findings and generate design principles to inform our industrial design partner’s thermostat prototype.

See full user insights synthesis and design recommendations here.

 
 

Results

IndustrialDesignPensa_NextGenThermostat_Carrier.jpg

Outcome

Used research-based evidence to support the choice of a final design direction and initial prototype for a new smart thermostat most desirable to the target audience.

Impact

Helped establish a foundation for a new industrial design system extensible across the business’ entire HVAC hardware portfolio and revealed important insights about consumer’s changing preferences.

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