Unifying a fragmented installer ecosystem

Designing an AI-native experience that assists installers before, during and after system installation.

Conversational AI Embedded AI Journeys
12 weeks Individual Contributor B2B UX  x  AI/ML  x  3 Product Teams

Context

Enphase Energy is a global energy technology company that designs and manufactures solar microinverters, battery storage, and EV chargers for residential and commercial markets, and primarily works in B2B2C model.

Enphase provides multiple products for installers. Although each product solves a different part of the installer's job, they operate independently. Installers constantly switch between applications, repeat context, search documentation, and manually connect information across systems.

The Enphase Installer Ecosystem showing Enlighten Manager, Enphase Store, and Installer Toolkit connected through the Installer

The Enphase Installer Ecosystem

Meet Alex!

Alex owns a small solar installation business. Today he has to:

✅Review existing customer sites
✅Investigate an alert
✅Prepare for tomorrow's installation
✅Purchase missing devices
✅Commission a new system
✅Submit installation report
Alex, a solar installer persona

Alex is not alone.

The fragmented journey Alex experiences every day isn't a personal frustration. It's a systemic pattern. Installers across the network are losing hours to repetitive manual steps, context-switching between tools, and calling support for answers that should be at their fingertips.

43,665

support calls per year, each one an installer losing time on-site

45 min

avg. time an installer spends per support call, time taken away from the job site

20 min

spent on manual barcode scanning per job, a step that could be done in seconds with bulk scan

70%

of calls fall into just 15 issue types: repetitive, predictable, automatable (Device not reporting, network issues, issues with device replacement)

3+ apps

switched between for a single installation: ENLM, Store, ITK, docs, browser

But it's not just the numbers; the experience itself is broken.

Legacy architecture

Enlighten Manager was built over a decade ago. Page loads take 8-12 seconds. Every click feels like a wait.

Fragmented information

Device specs live in PDFs. Training lives in a separate portal. Support history lives in email threads.

Redundant tasks & manual data entry

Installers re-enter the same site details across multiple systems. Serial numbers are typed manually. Reports require copy-pasting from dashboards, scanning 100+ barcodes for a single commissioning.

These aren't just usability issues; they're the reason installers call support instead of solving problems themselves.

The problem space

How might we design an AI-native installer experience that understands what installers are trying to accomplish and assists them seamlessly across products?

Challenges with current setup

Every morning, Alex opens Enlighten Manager and is greeted by a wall of widgets, tables, alerts, reports, and nested menus. There is no prioritization. Every alert looks equally urgent. He spends the first 30 minutes just figuring out what actually needs his attention.

When Alex spots a faulty device or needs an RMA replacement, the real pain begins.

The Fragmented Journey

Enlighten Manager

Spots faulty device

>

Enphase Store

Searches replacement

>

Documentation

Checks compatibility

>

Purchase & Delivery

Orders, waits

>

Installer Toolkit

Retire + commission

!

Support Call

If issues arise

Every arrow is a context switch. Every transition loses state.

The fragmented journey across Enlighten Manager, Enphase Store, and Installer Toolkit

Journey that led us here

Research & Insights

Where Installers Lose Time

70%

of installer support issues fall into just 15 recurring categories

PLC/connectivity failures (18%) · Inverter not reporting (14%) · Meter configuration errors (11%) · Gateway offline (9%) · Battery commissioning faults (8%)

45 min

average time an installer loses per support call

15 min average hold time waiting for CS agent · 12 min describing setup because CS has no site context · 10 min on tunneling & remote diagnostics · 8 min re-explaining issue after agent transfer

3-5x

context switches between apps during a single installation

ITK to ENLM to check site status · ENLM to Store to order replacement parts · ITK to YouTube/docs for wiring guides · ITK to email/phone to contact support · ENLM to spreadsheets to log fleet issues

38%

of commissioning sub-steps involve repeated manual entry that AI can automate

Serial number entry (typed from barcode labels) / individual device scanning · Site address & customer info (re-entered from proposal) · Panel layout configuration (copied from SLD) · Inverter-to-panel mapping (manual assignment) · Permit & inspection data (duplicated across systems)

20 min

spent manually scanning barcodes per job, time away from actual installation work

Average 24 microinverters scanned per job · Barcodes often damaged or hard to read on-site · Mis-scans require full re-entry, no batch correction · No offline scan queue, lost data if connectivity drops

From Pain Points To Opportunities

15-20 min

spent scanning barcodes one at a time per job

16-44 microinverters scanned individually · QR sheets already exist but app only supports single scan · Damaged barcodes require full re-entry

Bulk QR Scan

camera captures entire QR sheet, AI registers all barcodes at once

Handles partial reads with targeted retry · Offline queue syncs when connectivity returns · Saves 15-20 min per job

3.2%

of all support calls are installers stuck at wiring verification

Installers wait for senior tech or call support to verify connections · Verification is visual, a pattern AI can learn · Callbacks delay job completion by hours

AI Wiring Check

computer vision analyzes wiring photos in real time

Pass/fail with specific error callouts and fix guidance · Installer resolves on-site before leaving · Eliminates 3.2% of support calls

Dense documentation

email, browser, PDFs

Installers pause commissioning to search for SLDs, system design docs, device specs · Context lost switching to email/browser/PDF readers · No in-app document access

Doc Auto-Detect

upload project docs, AI extracts device info and site details

Recognizes SLDs, proposals, system design docs · Pre-fills inventory with confidence scores · In-app access eliminates context switching

Re-entered

device counts typed manually despite existing design docs

Site design docs have exact device counts but system can't extract them · Every number re-entered by hand · Error-prone and duplicated across systems

Auto-Fill

AI extracts device types, counts, and config from uploaded files

Pre-populates site setup from existing documents · Installer only verifies, not re-enters · Eliminates redundant data entry entirely

Business Constraints

Enlighten Manager is a legacy platform used by 100K+ solar professionals globally. Dense information hierarchy, entrenched workflows, and limited frontend flexibility mean we cannot disrupt existing usage patterns. AI assistance must be a separate layer and not embedded within core flows.

Technical Constraints

Installer Toolkit is used by 50K+ field technicians. Commissioning is a 6-step guided process that happens largely offline. Online preparation, then offline commissioning, then online sync. A persistent AI layer is not viable here. AI assistance must be embedded, offline capable, and non-blocking.

User Testing Insights

Finding Action

Installers wanted to set context and filters for every output

Added "restart conversation" and context-switch affordances. Users need to pivot without starting over.

Initial design was extremely conversational

Prioritized chip-based interactions over open text fields. Most installer queries fall into predictable categories.

Morning Brief was opened by 82% of test users on first login

Confirmed the AI Morning Brief as the default landing experience. Proactive summaries beat reactive dashboards.

Installers trusted AI for status checks within the first session

Progressive intelligence validated. Start with confirmations, earn trust, then expand to diagnostics.

Cross-product handoff was the highest-rated feature

Doubled down on the ENLM to Store to ITK context bridge. Made the transition seamless with pre-loaded device recommendations.

Installers wanted chat history and case references

Introduced Chat + Case History feature, bringing memory and continuity into the support experience, grounded in previous interactions.

The question still remained: is this product compatible?

Made compatibility validation a mandatory step in the Store AI flow. This saves returns, RMAs, and installer frustration.

Threaded conversations went unused. Installers preferred a single flowing chat and only referenced history when reviewing past cases.

Removed thread-based navigation entirely. Replaced it with a flat conversation view and a searchable history panel for revisiting older sessions.

Reimagining Enlighten Manager with AI

The moment Alex opens Enlighten Manager, the AI greets him with a prioritized summary. No more scanning dashboards. Our research showed 6.8% of all support calls are just installers asking "is my site OK?". AI eliminates that call entirely.

In Enlighten Manager, AI is analytical. It summarizes fleets, finds trends, prioritizes work, and generates reports.

Key Features

AI-powered Enlighten Manager dashboard with priority alerts
Site status at a glance

Site status at a glance

AI Assistant chat detail
AI Assistant chat with context-aware conversation

AI Assistant chat

Context-aware conversation with installer history

AI-generated downloadable reports with natural language

Quick and easy report download

AI-generated downloadable reports, all with natural language

And this is where the context comes alive

Step 1: Installer opens AI assistant
1Installer opens AI assistant2AI asks for project documents3Documents uploaded & processed
Step 2: AI extracts site details from SLD
4AI extracts site details from SLD5Installer reviews extracted data
Step 3: Site created, ready to commission
6Site created, ready to commission
Step 4: Installation checklist generated
7Installation checklist generated
Step 5: Context carries to next job
8Context carries to next job

From site to store, AI carries context across products.

Reimagining Enphase Store with AI

Today, the Store knows nothing about the installer's current job. Our research found that installers switch between 3+ apps for a single task, and every purchase starts from a blank search page. With AI, the Store receives full context from ENLM: the site, system size, installed devices, and what's missing. It recommends compatible hardware, flags mismatches, and builds a ready-to-order cart.

In Store, AI is a shopping assistant. It surfaces compatible products, creates bundles, checks inventory, and turns every site activation into a purchasing moment.

AI-powered Enphase Store
Store AI recommending compatible products
9Store already has context of equipment details
Store AI building a ready-to-order cart
10AI builds the cart for installer

Reimagining Installer Toolkit with AI

Commissioning happens offline. A chatbot won't work here. Our research found that 3.2% of all support calls come from installers stuck mid-installation with no guidance. AI is embedded directly into the workflow: a wiring analyzer that catches errors before the installer leaves the roof, and a bulk scanner that replaces 20 minutes of barcode entry with a single photo.

In Toolkit, AI is practical. It validates wiring, bulk-scans devices, pre-caches guidance for offline use, and prevents the support call before it happens.

Installer Toolkit overview

Key Journeys

AI Wiring Check

Installer photographs wiring connections on-site. Vision AI analyzes the image in real-time, checking for compliance issues, incorrect connections, and safety concerns. Returns pass/fail with specific error callouts and fix guidance. Eliminates 3.2% of support calls from installers stuck at this step.

Capture wiring photo List of wiring configurations
Photo queue & history Capture image
AI analysis running Image uploading
Pass/fail results Guided flow: upload all images or skip
Error detail & location Anchor screen to show AI analysis of wiring configurations
Step-by-step fix guide Step-by-step fix guide

Bulk Device Scan

Camera captures the entire QR sheet in one shot. AI detects and registers all serial numbers simultaneously. Handles partial reads with targeted retry guidance. Works offline with sync-on-reconnect. Saves 15-20 minutes per job compared to scanning 24+ barcodes individually.

Single barcode scan Single barcode scan
Bulk QR sheet capture Bulk QR sheet capture
All devices registered All devices registered

Outcome

01

Contextual Memory

AI retains company, fleet, site, and device context across sessions. Instead of asking "Which site?", it already knows.

02

Saved Workspaces

Persistent scopes like "California Sites" or "Gateway Issues" become focused AI contexts that carry between sessions.

03

Smart Alerts

AI prioritizes alerts by severity and business impact. It surfaces what matters first and suggests next actions.

Impact

3 products

connected into one journey

~35%

faster site-to-installation journey, including site creation to commissioning devices

8,545

AI Wiring checks in ITK, 797 installations using AI wiring check, 103 true wiring errors caught by AI