Engensa was a solar installation company.
The problem was that the management systems had grown over time as additional and sometimes redundant functionality was added to it.
The outcome was that the system was very slow.
This project was undertaken at a time of great change in the industry when the feed in tariff had been severely cut.
To survive management decided to upgrade the company’s IP in order to make the company function more smoothly and to make it an attractive proposition for investors.
The first stage was to interview every user to understand how they used the system, what they used it for and what functionality they wanted from it.
These requests were then prioritised according to the business requirement.
A system analysis was then undertaken, looking into the back end to understand what it was doing, in order to document the current architecture.
From this a list of system improvements was generated.
The solution was built in Filemaker and the development phase used Agile methodologies to deliver frequent improvements which were then run by the final users for feedback and fine tuning.
The improvements included:
- Vastly improved user experience as tasks that had taken hours now took just a few minutes.
- Streamlining of many processes.
- Marketing analytics compared campaigns against each other and showed which source of leads converted the best into sales.
- Implementation of progressive imports and data mining enabled improved lead generation.
- Increased profitability and lower costs due to the better understanding of stock movements and transparency on the success or failure of marketing campaigns.
- Due to the improvements it delivered, the new management system was central to the company being acquired by a larger rival.