Solar Proposal Redesign

Functionality Sales Reps Will Love

Overview

A solar proposal is the bread and butter for the company I worked for. The previous design was clunky and worked poorly on mobile.

The goal of this project was to redesign the proposal and identify any issues that that can stop a solar sales person from using any device to present the sales proposal.

Role

Product Designer

Understanding the problem

The proposal is what shows the solar design and display the savings you can potentially get with solar. The sales rep will leave the homeowners with a link to the proposal so the homeowners can review it when the sales rep isn't present.

Many sales rep that have used our product expressed their frustration with using it on a mobile device. The proposal isn't responsive and will just scale down so on mobile, the proposal will be too small to read. Especially because a homeowner would much rather open the proposal on their mobile device.

My research encompassed:

Understanding the user goals and needs
Uncovering pain points with the existing user journey
Determining the success of the tasks measured

Discovery

Before we went forward with the design, we had a talk about the true need of a mobile version of our product. We went through our data to see how many people actually try to view of products through a mobile device.

These are the data we found:

40% of our user tried opening it by a mobile device first
30% through a desktop
20% through a tablet (mainly from the sales rep)

Brainstorm

From what I found out, I started sketching and ideating ways I can execute this.. I tore apart the original proposal and figured out what was necessary and what isn't. And how to section off the proposal in a way that made sense.

My Sketches

The Design

The final iteration I did broke the proposal into three sections; Solar Design , Your Savings, and Finance. It was to make it easier for homeowners to consume the information instead of the long single page scroll that we currently have.

Results

The project was put on paused as the company's focused changed. We never saw this project all the way through is see the impact that this could have done due to some changes in legislation that will impact the solar industry as a whole. Our focused was shift towards tackling this more pressing issue.

Due to the nature of the project, I can not give a link to a prototype. The screenshots above were carefully selected to show how it will work. If you want an in-depth walkthrough of this project, we can schedule a time to talk through it and I can show you more of it in a private setting. Thank you for understanding.