Sunworks is an initiative by seasoned professionals to bring high quality Advisory, Engineering and Construction Management services to Solar PV developers.
Sunworks followed manual processes for all the activities such as lead management, estimation, proposal preparation, identification of BOQ and for further execution of the project. The processes lacked clarity and transparency across various departments, were complex and also time consuming. Sunworks implemented a readily available 3rd party solution but the system failed in terms of configuring workflows and customization.
Sunworks approached Quixy to develop a comprehensive solution that catered to various requirements of its departments. Quixy studied the complexities and began the automation at two levels. The simple processes such as lead details capture was automated. Critical processes such as requirements gathering, estimation, automated proposal generation, identifying the bill of material, procurement, planning and installation were also automated.
All lead information began to be systematically captured thanks to Quixy. It became easier to create follow-up tasks and track them through the platform. With Quixy’s support the lead conversion for Sunworks improved by 20%.
Based on the user data input, the system now generates accurate estimation based on the rules engine. The new system has also helped improve coordination between the stakeholders, increased project execution efficiency and enhanced transparency across all levels.
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