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CASE STUDY · SERVICE DESIGN
ENTERPRISE UX · UX DESIGN · USABILITY TESTING
2025
Starting point
Creating quotes was one of the most time-consuming tasks for energy advisors at Energiebespaarders. It required extensive knowledge of product combinations, availability, installer preferences and pricing.
Our workload analysis revealed opportunities to automate parts of this process, allowing advisors to spend less time creating quotes and more time helping customers find the right solutions for their homes.
Used Tools & Techniques
I designed a custom workflow: the Quote Wizard. It guides advisors through the necessary steps and automatically generates multiple quote options based on product availability and price range.
We built several Figma prototypes to test with advisors and co designed the final design with them.
Outcome
The Quote Wizard made quote generation faster and enabled advisors to offer customers more options. Instead of manually putting together each quote, advisors can review the generated options and select the ones they want to share with customers.
45% more quotes generated per customer, giving customers a wider range of solutions to choose from and contributing to increased sales.
