Shipping a renewable energy AI SaaS platform
Executive summary
A native AI SaaS platform supercharging the transition to 0 carbon for 100 million homeowners by helping solar installers go from lead to installed system.
Role
As one of the founding designers I work on everything from product design, design systems, UX strategy, brand, ads and customer success.
Outcome
Gained significant traction with the likes of EDF, Scottish Power and Duracell based our tools outperforming their benchmarks by 2x
Engineered a streamlined lead generation flow that connected users with their "magic moment" faster, driving a 237% increase in conversions
Developed a purpose-built CRM that unified the entire customer journey, enhancing both client experience and operational visibility
Created white-label capabilities that unlocked new enterprise partnership opportunities
For the solar installers a 225% improvement in back-office productivity and 50% reduction in costly site revisits
Scope
Prototyping
UI
Branding
Conversion optimisation
Strategy
Design systems
Product design
Real-time solar design
Once a solar panel is added, the ROI, with real-time calculations, is instantly visible. Installers can design in front of the customer, making it a powerful sales tool as well.
The only solar configurator
Once the system is designed, installers send out a configurable quote giving solar customers the power to configure their solar system (leveraging the IKEA effect).
Add-ons to increase basket value
To increase basket value, we designed the add-on flow that made it super simple for customers to add and customise their needs without feeling overwhelmed.
Real time calculations on customer choices
To keep users feeling in control during the decision phase, we provided easy-to-understand data to help users choose the right equipment upgrades in a single click.
A tool to unite on-site teams
Once the solar system design is confirmed by the customer, the on-site installers have an easy to access app to link up with the entire process seamlessly.
Increasing installer team efficiency
To increase team efficiency, a simple dashboard surfaces only the to-do items and events for that user.
Top level view for resource management
A quick drag-and-drop team management tool makes managing resource at a team level powerful and super simple.
A powerful sales dashboard
Giving solar company owners the power to track sales and performance data, simply.
Instant quote lead gen tool
Solar installers can embed our brandable instant quote tool and start seeing leads pour into the CRM.
Helping solar installers deliver great UX
From instant quoting, solar design, to customer portal and CRM, we give even small solar companies the power to deliver beautiful, highly efficient experiences.
White labelling impact with global brands
The lead-gen tool we designed was tested and used by the likes of EDF, Scottish Power, and Duracell. Put up against other implementations ours outperformed with 2x conversions. Backed by this data we offered it to installers all over the UK.
Using the IKEA effect to help nudge sales
The hypothesis is people desire configurators instead of static quotes. This is used in most industries because of an established cognitive bias called the IKEA effect where people place higher values on things they've built.
In this first iteration we hint at it with choices of panels and battery. More recently we've pushed this even harder, allowing solar brands to customise over 400 elements of their system.
A/B Testing
We also designed up A/B tests to measure optimal flow lengths
This same flow was white-labelled, tested and used by multiple energy companies including EDF.
And Santander…
