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PV-BAKS

Online configurator for planning photovoltaic installations. Replaced an Excel-based workflow with a dedicated tool — designed, tested, and shipped in 3 months.

Project snapshot

Timeframe

Apr 2021


Jun 2021

Discipline

  • UX research
  • UX design
  • User tests
  • Support development

Deliverables

↗ High-fidelity Figma prototype

↗ Validated user flows for 5 user types

↗ Production-ready specs for dev team

Toolchain

  • Figma
  • Clickup - project management
  • Google Meets - interviews and testing

The challenge

Without dedicated software, collecting construction elements for PV installations required manual Excel work — slow, error-prone, and unscalable during the Covid-driven photovoltaic boom in Poland.

My role

  • Led UX research: user interviews, test scenarios, and user flow mapping
  • Designed end-to-end configurator flow for 5 distinct user types
  • Ran Wizard of Oz tests with internal stakeholders using Figma prototype
  • Supported development team during implementation

Background

The project originated from a configuration file and database created in Excel. This was our client's initial solution for analyzing the demand for construction elements needed in photovoltaic installations.

Without dedicated software to gather every project and match it with technical requirements from the client's engineer, collecting all necessary construction elements was quite challenging.

During the Covid-19 pandemic, there was a need to automate the process of preparing projects and allow potential clients to do this on their own. This coincided with a period of increasing PV sales in Poland.

We began by preparing scenarios for different user types:

  • Anonymous user
  • Logged-in user
  • Sales representative
  • Warehouse admin
  • BAKS admin
Diagram showing five user types for PV configurator: anonymous user, logged-in user, sales representative, warehouse admin, and BAKS admin

Build

User tests

The main process of preparing a project for PV installation was divided into separate scenarios. Using high-fidelity wireframes, it was tested by a focus group comprising individuals with various roles in the BAKS company. We conducted interviews by presenting the Figma prototype and using the "Wizard of Oz" methodology.

All pages were initially prepared in 1366x768 resolution. This decision was made because most users on our client's side were working on laptops with varying resolutions. When we inquired, we found that most didn't have Full HD displays. Therefore, we chose the second most popular resolution in 2021 to ensure the Figma prototype was accessible to the majority of users. Our scope included focus only on Desktop version.

Key finding: users expected automatic panel configuration before manual adjustments — we reordered the flow accordingly.

High-fidelity wireframe used for Wizard of Oz testing with BAKS stakeholders

Designs

Final screens built on Ant Design system. Focus: functionality and reliability first, UI polish later. This aligned with the dev team's existing React stack and allowed faster iteration.

Dashboard view for logged-in user showing list of photovoltaic installation projectsNew project creation screen with location input fieldInterface for uploading roof structure blueprints from graphic fileGoogle Maps integration for selecting installation site locationInitial stage of marking photovoltaic panel placement area on roofTwo sloped roofs with obstacles marked and shading areas highlightedRoof configuration panel for setting pitch angle and surface structureAutomatic PV panel configuration showing optimized panel placementManual PV panel configuration with drag-and-drop panel positioningConfiguration screen for photovoltaic panel mounting structuresResults screen showing photovoltaic installation efficiency calculationsSummary view with complete cost estimate and installation optionsOrder management list showing wholesaler orders and verification statusDirectory of wholesalers offering BAKS installation productsOrder verification view with change history made by sales representativeWarehouse admin panel for configuring data and adding new BAKS products

Outcome

Configurator shipped and deployed to production. Replaced manual Excel-based process with a self-service tool used by wholesalers, sales representatives, and internal teams.