Automation ConfigurationSimplifying Automation Configuration at Scale

Designed automation configuration tools that helped building operations teams turn manual equipment adjustments, schedules, rule parameters, rule formulas, and setpoint changes into scalable control workflows.

Building operations teams were still handling many automation tasks manually, including schedule updates, setpoint changes, rule tuning, parameter adjustments, and repeated equipment-level configuration.

Operators needed a way to manage building devices and control systems at scale without losing confidence in what each rule would change, when it would run, or which assets it would affect.

Role: Led product design for scalable automation configuration across Envio and SBP 2.0
Mar 2024 to Aug 2025, Envio Sep 2025 to Jul 2026, SBP 2.0
Scope: Automation UX
B2B SaaS
Rules & Logic Design
System Scalability
Product: JLL Envio JLL Smart Building Platform 2.0
Collaborated with: Product Management, Engineering, Operations, and building systems stakeholders

Simplifying Automation Configuration at Scale rule builder

Model operator work before modeling the interface

The work started with understanding how building teams adjusted schedules, tuned setpoints, reviewed equipment exceptions, and repeated configuration changes across assets. Those patterns shaped the product model more than the screen structure did.

Logic parameters and target values — Rule Parameter Management
Set default and exception values once, then apply them across hundreds of targets.

Rule Parameter Management
Set default and exception values once, then apply them across hundreds of targets.

Occupied and unoccupied schedule calendar — Schedule Management
Plan occupied and unoccupied windows on one shared calendar.

Schedule Management
Plan occupied and unoccupied windows on one shared calendar.

Rule template with if/else logic — Rule Editor
Author reusable if/else templates with actions, alarms, and outcomes.

Rule Editor
Author reusable if/else templates with actions, alarms, and outcomes.

Bulk setpoint editing on a floor plan — Bulk Edit Setpoints
Change many points in one pass from the floor plan or a global parameter.

Bulk Edit Setpoints
Change many points in one pass from the floor plan or a global parameter.

Make control logic visible enough to trust

Rules, formulas, parameters, operating schedules, and affected devices had to be connected in one experience so operators could understand what would change, when it would run, and which systems it would affect.

Outcomes & scope

Manual work reduced: Replaced repeated asset-by-asset edits with configurable rules, schedules, parameters, formulas, and bulk setpoint controls.

4 operational workflows connected: Brought schedule management, rule configuration, parameter editing, and bulk setpoint changes into one automation model.

Reusable rule architecture: Standardized how operators define formulas, manage parameters, and apply building-specific values.

Portfolio-level control: Helped teams manage equipment behavior across buildings while keeping scope, timing, and impact visible.

Learnings & reflection

Automation design depends as much on understanding human operating patterns as understanding the underlying control system. The interface had to reflect how operators think about timing, exceptions, responsibility, and risk.

Rules are only useful when users can see the relationship between logic, parameters, affected equipment, and real-world operating schedules. Exposing those relationships made automation feel manageable instead of hidden.