Industry
Solar
Client
Enphase
AI-Powered Solar Proposal Platform Redesign
70%
Time Reduction
45–60 min → 15–20 min
+30%
Productivity Gain
More proposals per team member
+15–20%
Acceptance Increase
Improved sales conversion rate
-25%
Support Reduction
Fewer user support tickets
The Challenge
The legacy solar proposal tool lacked speed and modern UX. Proposal generation often took more than five minutes, with frequent complaints from installers about complexity and errors.
Excessive Creation Time
Installers spent up to 1 hour on basic proposals due to manual data entry and inefficient navigation.
Decision Fatigue
50+ generic templates and 36 financing options overwhelmed users and hindered effective selling.
Technical Limitations
UI lag, 3D rendering issues, poor tablet support, and rigid templates limited adoption and customization.
Inconsistent Content
Manual copywriting produced off-brand, error-prone, and inconsistent proposals without guidance.
No Analytics
Absence of post-delivery insights prevented follow-up optimization and sales strategy refinement.
The Solution
I led a complete redesign focused on workflow efficiency, intuitive navigation, and a refreshed UI aligned to Enphase's brand and vision.
5-Stage Workflow Timeline
01
Template Selection
AI analyzes customer profile to recommend 3–4 most relevant templates, ranked by conversion probability.
02
Content Composition
Modular Drag-and-Drop Section Builder with inline editing and real-time AI suggestions.
03
Financing Configuration
Dynamic filtering of top financing options with visual comparison and calculator.
04
Review & Validation
Interactive preview, predictive scoring, and validation checklist.
05
Delivery & Tracking
Export, e-signatures, and dashboard with real-time tracking.
Real User Flows
Main Editor Interface
Desktop: Full-featured with dropdowns and sidebars. Mobile: Touch-friendly with floating buttons.
Preview Mode
Clean mode optimized for decision-making, with interactive 3D visualization and engagement tracking.
Collaboration
Team members can comment, share feedback, and collaborate in real-time.
Key Features
Inline Content Editing
Click-to-edit text components with hover states and real-time feedback.
Design Customization
Color picker, fonts, and template management.
Interactive Analytics
Breakeven analysis, tooltips, dynamic calculations.
Expandable Content
Collapsible FAQ, modular blocks, section management.
Design Process
Collaboration with sales, install, and engineering teams drove each sprint from UX research to design systems, specs, and impact validation. End-users were engaged throughout via interviews, testing, and analytics to ensure real results and measurable value.
Strategy Workshops
Cross-functional discovery with sales, installers, and engineering teams.
UX Research & Prototyping
User feedback synthesis, prototype validation, and iterative testing.
Systems Design
Reusable component library, design tokens, and scalable architecture.
Engineering Handoff
Comprehensive specs, Figma components, handoff guides, and QA.
Impact Validation
Pre/post-launch analytics and real-world metric improvements.
Interactive Prototype
Click through key screens (home, loan selection, investment onboarding). Fully interactive prototype with working navigation and transitions.