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Practice cases
Energy ServicesBeginner

Where Does the Solar Installation Journey Break?

Build an evidence-backed current journey and prioritise one cross-functional improvement.

20 minutes

Scenario

SunHarbor installs rooftop solar for small businesses. Installation quality is high, but referrals and overall satisfaction have declined.

Your role
Customer-experience analyst
Method
Customer Journey Mapping

Evidence pack

e1

Discovery

Owners begin research after a high electricity bill or a landlord conversation.

e2

Evaluation

Customers receive a savings estimate within two days but cannot see which assumptions drive it.

e3

Approval

Sales says installation takes 8–10 weeks; contracts state that grid approval may extend the date.

e4

Waiting

For 46% of projects, customers receive no proactive update for more than 14 days.

e5

Support

The most common contact is 'What is happening now and who is waiting for whom?'

e6

Installation

93% of installations pass quality inspection on the first attempt.

e7

Activation

Customers receive technical commissioning documents but no simple explanation of when savings data become reliable.

e8

Ownership

Sales owns the contract, Operations owns installation and Regulatory owns grid approval; no role owns the full journey.

Constraints

  • Grid approval timing cannot be controlled by SunHarbor.
  • The first change must be tested within six weeks.
  • The map must separate customer evidence from future-state ideas.

Case steps

Work through each prompt using the evidence pack. Answers and rubric weights stay protected in the interactive flow.

1
Open Response

Define the customer goal, journey boundaries and five to seven customer-centred stages.

2
Structured

Place e1–e8 on the stages and identify actions, questions, emotion or effort supported by each item.

3
Open Response

Choose two moments that matter and explain why high installation quality does not resolve them.

4
Open Response

Recommend one six-week test with an owner, customer measure, operational measure and uncontrollable-factor treatment.