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Unlocked significant business growth and seed funding through a custom-built enterprise application for a solar energy provider

  • 40

    Million funding achieved

  • 50%

    Reduction in customer acquisition cost

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About the Client and Project

This client, along with being a sub-brand of a premier solar energy company, is also a leading residential energy storage and solar-solutions provider. With over 20 years of experience and expertise in this field, they are primarily involved in helping their customers secure energy sources for their homes, monitor energy consumption and regain independence through their innovative energy systems across the Southwest and California.

Industry

Energy

Project Duration

15 months

Team Size

15-18

Client Location

USA

Engagement Model

Time & Material Model

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Background and Strategic Fit

The business was running using a few third party tools and excel spreadsheets, leading to operational inefficiencies, huge revenue leakages owing to improper tracking of sales tracking, customer management, financing and project management, among other challenges. While the business was posting high revenue growth, an inadequate digital system meant they were still losing millions of dollars.

Services Offered

#1

Consulting & Planning

Expert advice for strategic solar business optimization

#2

Information Architecture

Streamlining solar data for better accessibility

#3

UX/UI design

Crafting compelling, user-centric design experiences

#4

Web Application development

Tailored web solutions for specific business verticals

#5

Mobile Application Development

Enabling on-the-go access to platform functionalities

#6

DevOps

Continuous integration and delivery for peak performance

Challenges

01
Operational Efficiency

Despite the immense market potential of Solar energy and the promising growth of the business, there was a noticeable lack of an efficient and automated sales process. Business data tracking, productivity and work management, and customer tracking all required significant improvement. These inefficiencies were creating major obstacles in daily operations and negatively affecting the company’s bottom line.

02
Cost Management

Analyzing site data and conducting on-site assessments before estimating a proposal account for approximately 50% to 55% of the customer acquisition and engineering design costs for residential solar photovoltaic installations. Further research revealed that this was causing a loss of about $0.15 to $0.17 per watt on a 5-kilowatt system, leading to significant revenue leakage for the business.

03
Human Resource Management

The on-field technicians responsible for installations and services were not managed efficiently, and their tasks were not properly tracked. This led to serious customer service issues. Additionally, the time technicians spent on each job was not accurately recorded, which negatively affected the organization’s overall productivity.

04
Customer Service

Customer service and experience were falling behind significantly, and the business urgently needed to address this to ensure steady growth. A more professional and user-friendly approach was essential, and a comprehensive overhaul of customer service became the need of the hour.

05
Partner Management

The business sought improved management and oversight of their channel partners. Although growth was strong, data points and the exact performance of these partners were not properly managed or analyzed. Additionally, partners frequently complained about the lack of digital tools needed to enhance their performance.

06
Administration Oversight

The final piece of the challenge was the management and administrator’s ability to view, manage, analyze, and administer the entire business process.

Situation-1
Situation-2

Client Goals

The primary project goals for the digital transformation of this solar energy solutions provider included:

  • Developing an integrated enterprise application to bring about a 10x increase overall business efficiency
  • Improving operational efficiency and decreasing revenue loss by minimizing reliance on multiple third party tools and spreadsheets
  • Improving data tracking, productivity, work management, and customer tracking
  • Reducing Customer Acquisition and Design Costs
  • Managing on-field technicians, tracking their work, and improving productivity and customer service
  • Enabling seamless Channel Partners management and performance analysis
  • Building a holistic integrated platform to manage the entire business process

Solutions Provided

Designed a holistic sales tool for better engagement and sales management

Solutions-Offered
All-in-One sales Tool
All-in-One sales Tool/App

Unified designed and developed an “all-in-one” sales tool (both web and mobile app) for the client, enabling salespeople to manage all aspects of their responsibilities in one place. This tool helped them stay more organized and efficient, leading to increased sales and a better-managed process. Our solution was a custom-tailored, multi-integrated application that handles the entire sales life cycle under one platform.

Along with a world class user experience, we developed an equally robust digital application through a single interconnected system, while integrating it with multiple 3rd party systems to ensure maximized efficiency.

Technician Management Tool
Technician Management Tool

Utilizing Google’s Sunroof project, Unified conceptualized and developed a robust online tool that would allow sales-people to provide automated remote shading analysis as well as solar resource imagery directly within this new platform.

This tool automatically generated a digital, array-level shading assessment as users went through their normal design workflow, enabling accuracy, speed, and efficiency. This robust solution automated shading assessments and associated production calculations, enabling a huge 50% reduction in customer acquisition and engineering design costs, thus ensuring significant improvements to the bottom-line.

Using this tool for design and shading analysis is simple. After creating a new sales lead entering the address, utility, and energy usage information, the users could directly proceed to system design. The application pulls shading data and displays an image showing annual rooftop solar potential. This image provides a visual heatmap of available solar resources in kilowatt hours per kilowatt, incorporating key parameters like shading values, roof pitch, and azimuth. By leveraging the solar potential summary, users could quickly identify the most promising roof areas to maximize solar production and avoid less advantageous areas.

Customer Experience Application
Customer Experience Application

A crucial aspect of any application lies in its user experience. The solution over here was intended for the sales-person, who are not typically tech-savvy, and who would need to use this tool for their entire workday. So it needed 3 things to ensure sales-people could conveniently use this tool. They were:

  • Fresh and light weight look and feel to reduce strain on the user’s eyes
  • Visual system to ensure better engagement
  • Simple and easy to use

Unified conceptualized and developed an all in one application (web+mobile) for the on-field technicians to efficiently manage all their job responsibilities, improve productivity, while enabling better management, scheduling and tracking.

Channel Partner management Solution
Channel Partner Management

Unified proposed an application (web + mobile) for the customers, integrated with this new platform, which would serve as a customer touch point to help them stay connected with the business 24×7 and manage their account seamlessly.

Administrative Console
Administrative Console

Unified proposed to provide the entire set of online tools they were creating for the client, through a SaaS model for the channel partners. This would also allow them to seamlessly manage everything at their end, while allowing the Client to track, manage and analyze their channel partners.

Hence, the entire system that Unified created for the client was built over a SaaS based architecture that would allow the client to create instances for each channel partner to manage their entire process.

Integrated Digital Platform
Integrated Digital Platform

Unified proposed and developed a complete end-to-end administrative console, that would allow the business to manage every aspect of their business process.

Key Functionalities

Implementing an end-to-end solution for sales management and business efficiency

Robust-features-and-functionalities
Application Features
  • Customer Information, tracking & collaboration
  • Opportunity Management & Pipeline
  • Appointment/Scheduler System<
  • Quote creation and tracking
  • Proposal Creation and tracking
  • Document Storage
  • End-To-End Loan processing and management with credit check
  • Project Management
  • Contracts & e-signature
  • Invoicing/Work Order
  • Referral Management
Automated-Solar-Design-Tool-for-salespeople
Automated Tool for Technicians
  • Automated remote shading analysis
  • Solar Resource Imagery
  • Digital array-Level Shading assessment
  • Simplified design process
  • Solar potential visualization
  • Solar panel placement optimization
All-in-one-application-(web+mobile)-for-technicians
All-in-one Application (web+mobile)
  • Management of Customer Service Requests
  • Job Scheduling
  • Messaging with Customers
  • End-to-end Job tracking
  • Work Order Management
  • Time Tracking
  • Customer Survey/Feedback Management
Customer-touch-point
Customer Touch Points
  • Project Management
  • Messaging
  • Push notification and alerts
  • Service Request Management
  • Utility Consumption & Billing
  • Ticketing system
  • E-signature
  • Document Management
  • Payment History
  • Feedback and Review
  • Referral
SaaS-model-for-the-channel-partners
SaaS Model for Channel Partners
  • Channel Partner Administrative Console
  • End-To-End Sales Tool
  • Online design tool
  • Application for the on-field technicians
End-to-end-administrative-console
Administrative Console
  • Role based administrative access
  • Customer Management and Administration
  • Sales management and administration
  • Technician management and administration
  • Channel partner management and administration
  • Project Administration
  • Service Request Administration
  • Reporting

Technology Stack

  • Frontend: Angular for dynamic, responsive web interfaces, offering a seamless user experience.
  • Backend: Node.js with Express framework for scalable and efficient backend API development.
  • Database: MongoDB for flexible, document-based data storage, enabling quick access to unstructured data.
  • Mobile: Android in Java and iOS in Swift for robust mobile application development.
  • Cloud: AWS for reliable cloud infrastructure and hosting.
  • Collaboration: Jira and Confluence for project management and team collaboration.
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confluence
mongodb
aws

Results

  • A single integrated platform to manage the entire business process.
  • Significant improvement in customer experience.
  • 50% Reduction in customer acquisition and engineering design costs.
  • Project length reduced by 30%.
  • Hassle-free loan application.
  • 3x increase in sales performance.
  • 4x increase in productivity of on-field technicians.
  • Overall 10x efficiency recorded for the entire business.
  • Better management and analysis of channel partners

40

Million funding achieved

50 %

Reduction in customer acquisition cost

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They are a prime example of excellence in professionalism. We started with a small project few years back, and now are our digital transformation partners. Unified has been instrumental and critical scaling our business significantly. Their team is incredibly strong and adaptable. Kudos to the team—keep up the fantastic work!

Rich Bricker

COO, Luxury Lease Partners

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Unified Infotech has been our trusted technology partner for the past four years, seamlessly integrating as an extension of our team. Throughout this period, they have consistently delivered high-quality solutions that have significantly enhanced and innovated our business operations. Their unwavering commitment and proactive approach have been particularly impressive, demonstrating their dedication to our success.

Dan Milczarski

CTO, CQ Fluency

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I approached Unified with just an idea, they turned it into a thriving and well-funded SaaS product that's continually growing. I couldn’t have asked for a better partner. Their expertise shone through every stage of the project development lifecycle. I was truly impressed with how detailed and organized their planning was. They set high standards and met them flawlessly with careful planning and execution.

William Lively

CEO, Extrance

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Unified Infotech has consistently delivered exceptional performance and has been a reliable partner for Openreel for the last 8 years. Their proficiency in identifying and addressing unforeseen challenges in development is remarkable. The consulting and recommendations provided by them have been transformative, significantly enhancing our product. Their work exemplifies top-tier quality and professionalism

Joe Mathew

CTO, OpenReel

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  • Years Of Experience in this field

    14 +

    Years in Business

  • Total No. of Satisfied Customers

    300 +

    Global Clients

  • projects executed successfully

    250 +

    Tech Experts