Take a look at how a regional supplier of Solar PV-Battery Storage, LED Lighting, and renewable systems implemented a user friendly detailed digital form system to achieve maximum benefit with minimal disruption, ensuring a smooth transition into a more digitally oriented future.
About the company
Green Resources is a regional supplier of Solar PV-Battery Storage, LED Lighting, and renewable systems. With 40 years’ experience of supporting the Mechanical, Electrical, Construction & Electronics industry EGR they have the expertise to support commercial, Agricultural, and residential customers with their renewable energy projects.
Read more about Eco Green Resources (opens in a new tab)
The Challenge
Eco Green Resources found they had a significant bottleneck in their site survey process, an important step before providing accurate project quotations. Traditionally, this involved paper records which were time consuming and prone to errors.
To address this, the company envisaged a digital solution: a mobile digital system for on-site surveyors. This system would allow for immediate data transmission back to their office, enabling seamless and error-free data collection. The site survey data could be directly utilised by their office staff and engineers for generating accurate quotes without the need for follow-up communication with surveyors. In addition, once a project is initiated, the same survey data would streamline the workflow for their installation teams, improving the company’s overall operational efficiency and project management.
What did they do?
In collaboration with their digital mentor, Eco Green Resources embarked on a tailored solution to develop a user-friendly digital form system that mirrored their existing workflow. Surveyors can efficiently conduct surveys digitally on a mobile phone, save their drafts, and resume as needed. Completed survey data is uploaded to a cloud database, accessible by both their office and engineering teams which streamlines the company’s process of generating quotes and preparing work instructions for their installation teams.
How did it help?
The technological shift in implementing digital systems has been transformative for their company. The digital survey project demonstrated how digital tools can streamline Eco Green Resources processes, making jobs easier and more efficient. The new digital system has halved their survey time, representing a 50% increase in efficiency.
The direct data transfer from surveyors to other teams has significantly reduced errors. By automating and simplifying workflows, the digital approach has significantly reduced the stress levels for their team, allowing them to focus on more strategic tasks. Digitalisation has also improved the quality and speed of services offered to their customers, enhancing their overall experience.
Conclusion and future outlook
The success of their initial digital project has improved Eco Green Resources readiness to embrace further digital advancements. The next digital step for them involves implementing a digital system for managing stock, ensuring accuracy and efficiency in inventory management.
They also plan on creating of a database to track installation details and warranty information which will streamline after-sales service and customer support. A comprehensive web-based system is being considered to monitor a project’s lifecycle, from enquiry to completion, including the handling of grants. “The aim is to achieve maximum benefit with minimal disruption, ensuring a smooth transition into a more digitally oriented future.”