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Streamlining Data & Reporting for a Solar Power Leader

Our client is a leading domestic solar Independent Power Producer, steadfast in its mission to advance the adoption of clean, renewable energy.

Challenges

  • Project SV were hard to analyze, requiring manual effort.

Data was fragmented across Smartsheet, Excel, MPP, and Salesforce.

  • Accessing up-to-date project and customer information caused delays.
  • Lack of a centralized reporting system hindered decision-making.

Departments had inconsistent KPIs and reporting formats.

Implementation

  • Identified KPIs & required reports for each dept
  • Built a centralized data repository using existing data sources.

Integrated Smartsheet, Salesforce, and Excel via custom connectors.

  • Designed executive dashboards for real-time reporting
  • Enhanced analytics to provide actionable business insights.

Automated workflows to recommend next steps and streamline planning.

  • Enabled document sharing for improved project transparency.

Results

  • Decision-making was 30% faster, increasing revenue by $50K annually.
  • Data consolidation time reduced by 40%, saving $96K per year.
  • Analysis time cut by 50%, leading to $120K annual savings.
  • Automation reduced manual effort by 60%, saving $150K yearly.
  • Improved tracking accuracy by 25%, generating $15K in quarterly savings.
  • Overall improvements resulted in $1M in additional revenue.

Tech Stack

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