LGCY Power bolt logo

LGCY 
Connect

Solar Monitoring Customer App
UX UI Case Study
Mock up image of LGCY Conect screens on mobile devices
Mock up images of LGCY Connect screens on mobile devices

Scope

6 Months

Roles

UX Research
UX Design
UI Design

Tools

Sketch
Figma

Initial Problem

The current ‘Customer App’ for LGCY Power wasn’t a customer app at all. The platform it was built on is called GTR, or “Get the referral”, basically a leads generator that wasn’t very useful for the actual customer. Metrics showed that customers rarely installed the app- let alone referred their friends- so this app’s actual intended use was not being met. LGCY Power wanted to change this.

LGCY Connect’s Purpose

Lgcy Connect’s purpose is to cater to the needs of the users, by improving the communication (transprency) between the customers, their system and LGCY Power. This will be beneficial to both parties by letting them track the installation progress, contact LGCY power, and track their production. Overall, this will speed up the installation process and lessen customer frustration.

Design Process

Research

Current App Analysis
Competitive Analysis
Functionality Limitations
User Interviews

Ideate

Wireframes
Mid-Fidelity Prototype

Iterate

User Testing
High-Fidelity Prototype
Final Design
Version 2 - Referrals

Research

Current App Analysis

To better understand the problem, I ran an analysis on the current LGCY Power app. I specifically tried to view it as a new user, using the app for the first time.

Usage Metrics

76,000 households use LGCY Power to power their home.
10,000 people have downloaded the existing app (13% of customers).
1400 total referrals (14% of users).

These metrics show that not many customers have used the app. On top of that, the site has very outdated UI. System monitoring, which is actually just a link to an external site, is hard to find. The app is heavily referral based, but has no clear incentives for giving referrals.

The most detrimental flaw of the current app in my opinion was the confusing sign up process. First impressions of the app is critical for usage, and a confusing sign up process will hurt usage greatly.

Mock up images of the old designs on mobile devices
A screenshot of a feature on the old design of the app
A screenshot of a feature on the old design of the app
A screenshot of a feature on the old design of the app
A screenshot of a feature on the old design of the app

Current App Takeaways

Outdated UI
Unused features
Too heavily referral-based
Not clear incentives
Sign up process is confusing
Installation progress notices are hard to read
No monitoring system in app

Competitive Analysis

Sunrun

Vivint

Screenshots of screens belonging to competitor apps

In order to discover the strengths, weaknesses, and market opportunities in the solar company industry, I conducted competitive analysis of several companies. However,  these apps all required logins to monitor a system, so I did face some difficulty in conducting an analysis as in-depth as I would have liked.

Vivint

A screenshot of a feature on a competitor's app
A screenshot of a feature on a competitor's app
A screenshot of a feature on a competitor's app

Strengths

Shows Installation Steps and System Metrics
Limited Pages
Applicable Details
Shows Scheduled Date of Steps

Weaknesses

No Clear Visual Hierarchy
Complicated Metrics
Over-complex Graphs
No System Statuses

Sunrun

A screenshot of a feature on a competitor's app
A screenshot of a feature on a competitor's app
A screenshot of a feature on a competitor's app

Strengths

Good Savings Incentives
Account Documents
Weather on Days View
Paying Account Available

Weaknesses

Tables Don’t Fit on Page
Excess Scrolling Involved
No Brand Identity
No Clear Metrics on Graphs

Market Opportunities

Installation Step Progress, System Production
Include Brand Identity
Keep Graphs Simple
Show Scheduled Time for Steps (communication)
Easily Accessible Contact Buttons

Data Limitations

After viewing good/bad of these apps/sites, I analyzed the monitoring website that we will be pulling the information from, Enphase, to see what info we will have available. I noted the key information found and divided these into two sections, Production and System Status.

Production

kWh Imported
kWh Produced
kWh Consumed
Monitoring data every 15 minutes
Uses weather to explain production
A snippet of Enphase's data that we would like to pull in to LGCY Connect
A snippet of Enphase's data that we would like to pull in to LGCY Connect

System Status

Device list and individual statuses
Individual panel production metrics
System error notices
Device summary content (SN, SKU, Firmware)
A snippet of Enphase's data that we would like to pull in to LGCY Connect
A snippet of Enphase's data that we would like to pull in to LGCY Connect
A snippet of Enphase's data that we would like to pull in to LGCY Connect

User Interviews

In order to uncover the needs of potential users, some current customers and employees were interviewed about the current LGCY customer app. I paid specific attention to pain points, needs, and suggestions, and noted them below.

Installation Docs

From the LGCY Power employee side, it was discovered that there were steps that the customers could do themselves that would progress the install, like uploading utility bills or HOA documents.
If we are able to upload these on the app, this would cut install time down by several weeks.

Installation Steps

Not knowing where the customer is in the installation process causes confusion and frustration.
This makes it so user don’t want to refer their friends.
While their system was being set up, they want a way to easily see which installation step their job was at.

System Production/
Status

Once the user’s system has been installed, the customer wants a way to easily view the status of their system.
They would like to see if anything parts of their system aren’t working.
They also would like to see how much their system is producing.
This would add perceived value to their system and decrease cancellations.

Ideate

Wireframes

After gathering the current app takeaways, opportunities in the current market, feedback from users, and data limitations, I was ready to start conceptualizing the new LGCY customer app.

Pre-Installation

I started with the screens the user will see while their solar system is being installed.

Installation Progress

Installation Progress %
Current Step
Completed Steps
Description of Steps
List any Scheduled Dates
Chat button
A wireframe of the installation progress feature

Post-Installation

I then made the screens that would show after their system is installed and operating.

A wireframe of the production feature

Production Page

Date Picker
Graph of energy produced/consumed
Tiles listing Energy Produced/Energy Consumed/CO2 Reduction/Bulb Equivalent

Energy Page

Date picker
Graphic showing Energy Independence %
Tiles listing Energy Produced/Energy Consumed/Net Imported/Net Exported
A wireframe of the energy feature
A wireframe of the array feature

Array Page

Panel number
System size (kW)
System status
Gateway number
Panel List with individual production

Mid-Fidelity Prototype

After the wireframes were created and I had more of an idea of how to solve the users’ problems, I Analyzed LGCY’s branding and UI of their website. I wanted to match LGCY Power’s branding heavily, as the current app did not, and lacked brand identity.

Some design elements of LGCY Power's current brandingSome design elements of LGCY Power's current brandingSome design elements of LGCY Power's current brandingSome design elements of LGCY Power's current branding

Using these elements, I updated the wireframes to include these and made a mid-fidelity prototype.

Key Screens:

A screen of mid-fidelity design of LGCY connect
A screen of mid-fidelity design of LGCY connect
A screen of mid-fidelity design of LGCY connect
A screen of mid-fidelity design of LGCY connect

Iterate

User Testing

I tested this mid-fidelity prototype with several employees of LGCY Power that are familiar with the needs of the users, including several managers of LGCY Power and an onboarding specialist.

These useful insights allowed me to make further changes to the app, of which I will list below.

Added more contrast to the visuals I wanted to emphasize, like the graph/graphic at the top of the screens.
Added videos to installation steps, to reduce confusion and be more accessible.
Renamed Production tab to My Energy tab, and removed the Energy tab entirely (Energy Independence)
Removed third and fourth metrics from My Energy
Added a visual to my system to differentiate gateway and microinverters better
Created additional screens:    
-Log in/sign up screens
-Account Details screen
-Add Referral screen
-Chat screen

High-Fidelity Prototype

Version 2 - Referrals

I recognized the value of adding referrals to the site, but I realized that we need to gain users’ trust before they would actually refer their friends. For this reason, I decided to hold off until version two to include the additional referrals content.

For a referral system to be successful, more clear incentives are needed.
There also needs to be a way to track referrals so users don’t think they are not being used.

Referrals

Clear CTA for creating a referral
List of referrals with different sections based on statuses
Ability to view referral details and status
Show amount of money made (total & individual)
A screen of high-fidelity design of LGCY connect
A screen of high-fidelity design of LGCY connect
A screen of high-fidelity design of LGCY connect
A screen of high-fidelity design of LGCY connect

Current Status

As of April 2025, both the pre-installation screens and post-installation screens have been built as a Web App by LGCY Power’s dev team, and have been released to thousands of new customers as part of LGCY Power's new onboarding process.

Please use the links below to view the web app (filled with dummy information)

Reflections

If I could do this over again, I would make sure that all of the stakeholders are actually known and in the loop of the design process. After the testing of my mid-fidelity prototypes, I discovered that the site’s style guide I referenced was outdated, and it took several months of collaboration with LGCY Power’s Marketing team before a design was accepted.

Overall, I am ecstatic of how this project turned out, and I am eagerly waiting to see the positive impact this is going to have on such a well-deserving company.