RbA Plan Builder

Client: Renewal by Andersen

Role: Lead UX Designer

Responsibilities: User-flows, UX research, wireframes, UI design, presenting, rapid prototyping, user testing

Collaborators: Tanner Quie, Jim Specht, Gabe Warnke, Lisa Holzeimer, Vince Keefe

Overview

As the lead designer for a client specializing in custom window replacement, my team and I created a mobile app aimed at empowering users to explore their options independently before committing to an in-person consultation. This project aimed to bridge the gap between traditional in-person consultations and the growing demand for self-research among a large segment of the client's market.

Discovery: Our team spent the first two weeks looking at user and market research that we, along with the client, had gathered. We sought to create an experience for homeowners who are interested in replacing their windows, but want to have a measure of advocacy in the design process. This meant allowing them to play with options before meeting with a design consultant for an in-home meeting.

We identified a sizable marketshare (44%) of potential customers who preferred to explore window replacement options on their own before reaching out to the vendor to schedule a consultation. Known as “Efficient Explorers,” these homeowners were generally between the ages of 30 and 45, comfortable using mobile technology like AR and VR, and consider themselves DIYers.

Over those two weeks we looked at what a human design consultant would do, and then chose to mirror that in the app as much as possible. We used Miro to plot out key decision points, actions, and user intentions.

Wireframes: Once we felt confident in our path forward, I began creating wireframes to pinpoint our solution. Figma allowed all team members, from writers to designers to developers and strategy folks, to share equally and have their voices heard.

Iterative Design and Prototyping: We went through two rounds of design and review with the client before arriving at a solution everyone felt excited about. From there we used Figma’s built-in prototyping tools to create as realistic and seamless an experience as we possibly could.

After continuous internal testing and iteration, we gathered a group of users and organized video-chat testing sessions with them, where we were able to watch their interactions and talk to them about their reactions.

Outcome

The app underwent several rounds of user testing, receiving overwhelmingly positive feedback from the target audience. Its intuitive interface and comprehensive features were highly regarded by users, validating its potential to meet the needs of the target segment. The success of the project was recognized by the client, who highlighted it in their year-end companywide presentation as a significant achievement.