Work
Direct Install Auditing Platform
A suite apps for a lighting & HVAC retrofit business. Enabling digital transformation from audit to installation.
My Role
- Product Designer
My Contribution
- Journey Mapping
- Wireframe
- Prototypes
- Design Systems
Project Introduction
The customer audited energy efficiency programs on fragmented tools, with pen-and-paper audits and inefficient workflows.
Auditors, contractors, and utilities lacked a unified system to manage the complete lifecycle of an energy efficiency project.
Breaking down the business model with the SVP of Technology. I scheduled a 2 day product strategy workshop where we worked on new vision and roadmap.
The Challenges
Key challenges included a lack of integration between sales and audit tools and limited customer insights.
Existing tools were outdated, insufficient and unreliable. This led to Auditors trusting only pen and paper auditing and entering data later at the office - doubling their workload and breaking down the sales momentum.
Our challenge was designing a digital workflow process across the audit, sales, and installation processes to address these pain points.
- Fully digitise site audits.
- Generate customisable customer proposals.
- Generate digital contracts onsite for signoff.
- Manage installations, materials and contractors.
My Contribution
As the sole product designer, I led the suite's design for all mobile, desktop, and contract proposals and invoiced for the Direct Install Auditing Platform.
Senior Vice President has a big vision - but no way to present it. He wanted to unveil the eco-system of 6 products in 21 days.
Over the next 3 weeks, we iterated over 6 product designs presented to the CEO and parent company. The presentation was a massive success - almost too successful; the real work had just begun.
The project, launched in 2020, followed an iterative development cycle spanning 24 months, with continuous enhancements based on user feedback.
Platform Objectives
The goal was to create a comprehensive, cloud-based platform to streamline audits, improve decision-making, and enhance cost-effectiveness. Our primary objectives were:
- Enhance Customer Journey: Automate and optimise lead management, audits, and project proposals.
- Increase Efficiency: Develop a unified platform for project tracking, document management, and financial forecasting.
UX Objectives
- Established consistent UI components across all applications to unify the platform’s design language.
- Focused on accessibility improvements, ensuring compliance with usability best practices for mobile and desktop users.
- Simplified complex workflows, breaking them into intuitive, guided steps to reduce user friction.
- Created a dark mode feature, saving user preferences for improved accessibility and usability.
A design system or buttons, objects, templates was created to centrally manage the user interface prototypes. Interactive wireframes were shared with stakeholders for review and feedback.
Icon Design
To support the Auditor app, I designed a full library of over 100 lighting measures, bases and lamps in light and dark mode.
Final Production Applications
Energy Audit Platform
A suite of applications designed to streamline the energy efficiency project lifecycle.
My role focused on designing intuitive, user-friendly interfaces that improve usability, accessibility, and workflow efficiency for auditors, sales teams, and contractors.
Auditor
A Responsive Field Audit Experience
- Created a responsive UI for mobile and desktop, ensuring a seamless experience in online and offline environments.
- Conceptualised a sortable measure by room/floor grid system UX that enables a fast audit with a clean visual build.
- Designed a slide-up editor for the auditor to build a measure specification complete with a full library of custom measure icons.
Proposer
Intelligent Package Calculations & Options
- Designed from the ground up to enable the onsite design of a multi-tiered "Proposal Building" with the customer.
- Streamlined the proposal summary view, making it easier for users to compare pricing and benefits.
Designed a visual offer summary of the offers that the customer has created with the Auditor.
Closer
e-Signature & Payment Options
- Developed a clear, user-friendly digital contract approval interface that guides customers through the e-signature process.
- Improved notification and reminder UX, ensuring timely follow-ups for pending signatures.
- Mobile & desktop compatible.
Contractor
Live Project Tracking & Management
- Designed an interactive project dashboard offering real-time project status tracking.
- Improved filtering and sorting functionality allows users to find projects and tasks quickly.
- Created a document management UI, making uploading and accessing compliance documents easy.
Impact on Target Market
- Broke one large complex application into 4 simpler focused apps.
- Created a more complete set of functions for each activity's app.
- Faster load time, auditing, tailored sales proposals & digital contract.
- Graphical proposal visually presents the offer to the customer.
Conclusion & Learnings
The Direct Install Platform for Applications has revolutionised energy efficiency audits and project management within the business. We have separated the sales and audit functions into specialised applications. Additionally, the workflow has been redesigned to be more responsive, feature-rich, and tailored to the specific processes involved.
This digital transformation of the business has increased the efficiency of the audit and sales workflow.
The tools have simplified the process for auditors to communicate product savings and benefits to customers. The platform is fully operational and generates over $100 million in program revenue annually across the USA.