All-in-One Tool - NextEra
User Experience + Vision Concept + MVP Plan
The Challenge & Involvement
Design a seamless and intuitive technology experience for PGD's wind and solar technicians.
Currently, technicians face inefficiencies from workflow fragmentation across systems and delayed functionality, leading to errors, data duplication, and workflow inconsistencies.
Involvement:
• Design system foundational components/elements
• Figma Make experimentation
Creative direction & design lead for the project: Ticket assignment, design feedback, roadmap creation, feature prioritization, branding workshop collab.
Team: Principal Designer (me) + 2 junior designers, 2 UX researchers
Product: Responsive & dark mode mockups
The Approach
With the “Design Thinking” process in mind, our research team created an extensive user journey map/blueprint with key needs of users (Wind & Solar technicians) based on their day-by-day work life, defining our scope of work & features in the “All in one tool”.
Next: UX audit, competitive analysis, wires, user testing & stakeholder validation, followed by UI exploration and more user validation.
Current Tools Challenges
• Lack of clear user experience, visual language, overwhelming & no accessibility, lots of manual work, lack of guidance.
• Very technical 10+ different tools causes pinging across workflows
• Multiple inputs create a lengthy process for technicians
• Process shortcomings affect quality of data provided by techs
The New Experience
Seamless experience in work day tasks
Technicians (users) can now check, achieve and close their daily tasks in one place; organized by priority with all needed information to do their jobs without unnecessary steps and physical paperwork.
• Dark mode active for accessibility improvement as users are working out in the field (better contrast)
• Better user experience overall with clear actions and hierarchy to guide techs.
AI driven automated + Voice to Voice Integration
Tasks are easy to follow with clear, step-by-step instructions that guide technicians through each stage of their daily process.
• Voice-to-voice integration enables field technicians to work hands-free, allowing them to ask questions and receive real-time troubleshooting guidance while on the job.
• AI-assisted task closeout lets technicians finalize their daily documentation without manual typing, automatically generating summaries and insights from the day’s activities to save time and improve reporting accuracy.
Design System Kit
Established a consistent foundation for the new brand and product, aligning design, product, and engineering teams around a shared system.
For technicians, this translates into clear actions, a cohesive interface, and predictable patterns, making workflows easier to understand, guiding next steps, and ensuring daily tasks are completed with confidence.
Branding Workshop and UI Explorations
We facilitated a branding workshop with key stakeholders to align on the platform redesign and define the product’s visual direction, voice, and tone.
Following the session, we developed 3 design options informed by these decisions, along with a roadmap outlining both near-term updates and the long-term evolution of the new SPOG web app.
Leading Ways of Working for Design Teams for MVP
Led feature prioritization from a design perspective, partnering with product and engineering to define a clear, quarterly roadmap. This alignment ensured shared goals across teams and enabled the product manager to translate priorities into well-defined user stories with clear feature scopes. T-shirt sizing was incorporated to establish realistic delivery timelines and set expectations early.
Team assignment of tasks and features was also structured as part of this process, ensuring balanced workloads, clear ownership, and efficient execution across the team.
