<aside> 😟 Problem: HelioGold is a solar company where their sales representatives spend a lot of time creating, sending, and tracking proposals.

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<aside> 🎯 Goal: To develop a user-friendly web, tablet, and mobile app for creation and sending of different product proposals for sales representatives, tracking previous proposals, viewing metrics, and creating an admin panel.

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<aside> 👤 My Role: Research, Low-fidelity, some high-fidelity screens, iteration of designs, and mobile-responsive screens in collaboration with another designer who established the branding.

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<aside> ⏰ Duration: Initial designs (low-fi and high-fi) took a month and a half. Iterations based on feedback took 3-4 months.

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<aside> 👥 User Roles: Sales Representative, Admin

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About HelioGold

HelioGold is one of the leading solar system supplier companies in California which prepares a design that will show the customers where on their roof they could possibly put solar. They offer four products such as roofing, tiles, car chargers, and HVAC under which they offer many services. The job of the sales representatives is to create and send proposals to leads.

Process

User Flows

Low-Fidelity Wireframes of Proposal Creation Journey