Product Designer at EverBright

Redesigning solar proposals to reduce risk, increase clarity, and build trust with homeowners.

Role
Product Designer

Duration
Present

Tools
Figma, Jira, Confluence, Dovetail, FullStory, Chromatic

About

At EverBright, I spearheaded the redesign of the Sales Platform’s solar proposal experience—transforming a dense, backend-driven workflow into a scalable, compliant, and intuitive interface for homeowners. My work focused on translating technical data (from utility APIs, energy usage projections, and battery configs) into a visual language that builds trust, reduces legal risk, and improves sales outcomes.

The Challenge

Solar proposals carry high stakes: they must accurately reflect personalized data while being easy for homeowners to understand. Before our redesign, the proposal experience faced critical issues:

  • Outdated disclaimers posed legal risk.

  • Savings calculations lacked clarity and visibility into the assumptions.

  • Information overload made it hard for customers to focus on key decisions.

  • Opaque energy and battery data led to misinformed expectations.

We needed a solution that could scale with our API-powered backend, satisfy legal constraints, and empower sales reps—all while making the experience genuinely understandable to non-experts.

My Role

I led the research, design, and iterative delivery of the new proposal flow—working cross-functionally with engineering, legal, product, sales, and data science. My focus was on:

  • Restructuring the information architecture for clarity and decision-readiness.

  • Designing UI elements to surface critical data and assumptions without cognitive overload.

  • Improving trust signals through transparent calculations, accessible language, and modular glossary support.

  • Embedding process safeguards (like a final verification step) to reduce errors in a proposal workflow.

Key Contributions

  • Made dense energy data understandable
    Worked through how to present complex data like utility rates, energy usage, and battery configurations in a way that felt clear and digestible for homeowners. Prioritized which numbers needed to be front and center, and which ones could be tucked away without losing transparency.

  • Built clarity into the design system
    Designed modular components—like utility cost overview, savings breakdowns, and project details—that could adapt to different financing setups. Focused on making the layout feel predictable, clean, and scalable.

  • Integrated light-touch education
    Added glossary support to help people understand solar terms in context, without overwhelming them or making the flow feel heavy.

  • Added safeguards for homeowners
    Designed a simple verification step to help customers catch outdated or missing information for their proposals. It helped reduce avoidable mistakes and legal risk.

  • Worked hands-on with Legal, Sales, and Engineering
    Rewrote key content areas with the Legal team to balance clarity with compliance. Met regularly with engineers and PMs to make sure designs lined up with backend logic and real constraints.

Impact

  • Increased homeowner confidence: Improvement in users correctly understanding cost savings and system details: a critical factor in signing decisions.

  • Reduced proposal errors: The verification step helped catch common data sync issues and outdated disclaimers, contributing to a 14% drop in proposal revisions flagged by Sales and Legal.

  • Improved sales efficiency: Streamlining key proposal touchpoints and reducing friction for sales reps led to noticeable improvements in time-to-send, based on internal usage data.

  • Strengthened regulatory alignment: Collaborated closely with Legal to ensure disclosures and financing language met evolving state compliance standards — reducing risk exposure for the business.

Want to Learn More?

Due to NDA restrictions, I can’t share full details here, but I’d love to discuss my approach and impact further. Feel free to reach out!

CONTACT & SAY HELLO 💌