Blog Grid Ajax - Oliver Rothenhäusler • B2B SaaS Sr. UX Designer • Portfolio

Key Users

Solar Consultant

Site Assessment: Conducts on-site visits to collect object data and evaluate solar eligibility as best as they can prior technical check.
Customer Contact: Leads the conversation to educate customers on their solar options.
Varying Qualifications: Includes both experienced consultants and a steady inflow of new hires. New consultants rely on expert technical feedback to bridge the gap in their tacit knowledge.

Technical Expert

Feasibility Lead: Approves all projects for technical plausibility prior to the final quote. They carry the responsibility for any critical site issues that emerge during installation that should have been identified earlier.
Pipeline Optimizer: Acts as the primary bottleneck during peak periods. Because their expertise is a scarce resource, their time is the most valuable asset in the scaling process.
Process Oversight: Most impacted by communication and documentation errors. They are the most invested in streamlining processes, as they have the highest exposure to the revision cycles.

What I did

Implementation & Collaboration

Write clear acceptance criteria to ensure smooth design handoff
Align early with engineers to assess technical feasibility and complexity

Discovery & Research

Plan and run user interviews to validate problem spaces and user needs
Conduct usability testing to refine solutions before development
Share Loom walkthroughs to communicate research insights and foster alignment early

UX & Product Design

Create low-fidelity prototypes for early validation
Deliver high-fidelity designs ready for implementation
Maintain and evolve the design system for consistency and scalability

Data-Driven Design

Use app and production analytics to inform design decisions and continuous improvements

Disclaimer

Not From Scratch
The PVX* project ran for two years; I joined six months in, succeeding an UX researcher and UI designer. Credit goes to them and the earlier product team for swiftly untangling key complexities before the project was taken over by new faces.

The branding is fictional, the product isn’t
While this was a real project, I created the name PVX and its logo for the purpose of this case study to protect confidentiality.