Elevating Customer care with Accurate Date & Seamless UX

Problem Statement
The need to view accurate information to cater the customers needs in best possible way with better interactivity and user experience.
Domain
Renewable Energy
Client
A solar company based out of US
My Role
User Experience & Visual Designer
Duration
3 days, 2023
What was the problem?
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The client, transitioning from a local startup to a nationwide solar subscription service, needed to establish operational systems.
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They previously managed customer service manually, maintaining written records and providing personalized experiences.
What were the expectations?
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They aimed to extend this experience nationwide in the USA by shifting from manual records to a web-based portal.
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Customer executives could assist, upsell, and manage data efficiently, following Salesforce guidelines in design.
What did I do?
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Researched solar energy and market share, conducted discovery with a sales executive persona. Considered multi-location subscriptions.
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Created widgets for energy stats, errors, weather impact, service, subscriptions, and customer records to aid customer support.
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Implemented a smart suggestion widget for upselling based on property and solar data.
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Enabled tracking, recording, and reporting of recurring problems in specific areas.
Persona

Discovery & Exploration

Screens
