Streamlining energy product installations with a cutting-edge e-commerce platform

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About the Project

The need for energy solutions is growing day by day. More people are now becoming aware of environmental issues and rising energy costs. Because of that, there is a need for platforms that make it easy to schedule an installation of energy products. Our client needed an e-commerce platform that could do that by making online purchases, scheduling, and payment processes faster and more intuitive. Here is a case study of how it was done.

Streamlining energy product installations

Client:

e-commerce

Location:

USA

Industry:

Financial services

Platform:

web

Team Size:

8 members

Project duration:

2 years

Technologies & tools:

.NET

ReactJS

Redux

PostgreSQL

AWS

Business Needs

The client was in the process of developing a custom-built e-commerce platform. Customers could use this platform to purchase and schedule the installation of energy products such as boilers, Solar PV, and Electric Vehicle chargers. This platform had to calculate the cost of installing energy products based on job requirements received from the field service tool, vWork. Customers could then choose their products, add more if they wanted, schedule their installation, and pay online. However, there still were some challenges the client was facing:

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/01

Complex Scheduling

The scheduling part required a detailed analysis of different factors like skillsets, resources, and timelines for each job, involving around 15 different variables, which made the process quite complicated.

/02

Integration with Existing Systems

The e-commerce platform had to work well together with the other client’s existing technology stack (Microsoft Dynamics CRM, vWork Field Service, and Xero). This integration part couldn't be overlooked because it was necessary for data consistency and seamless operation across different systems.

/03

Enhancing Functionality Beyond MVP

The client wanted the platform to improve with time. The plan was to add new functionalities like the ability to update and amend quotes, send offers and discounts, and make online payments easier and faster.

/04

Developing a Scheduling Engine

The scheduling engine was one of the largest parts of our focus. The goal was to make sure that ‌customers could book their installation dates on their own. However, the engine had to be sophisticated enough to take all the variables into account to avoid time conflicts and ensure availability and support over 500 bookings per month.

We support. We improve.

Solutions

Having analyzed the specific needs and requirements of the business, we came to a conclusion that an enterprise data mart solution would best meet them.

A data mart is a subset of a data warehouse used to retrieve client-facing data. It’s normally oriented to a specific business line or team. While data warehouses have an enterprise-wide depth, the information in data marts applies to a single department.

We utilized existing data sources to create a new data mart centered on equipment. This helped save costs as it did not involve additional data collection efforts.

Techvision provided a skilled full-stack developer who is an expert using .NET and React-Redux. Having experience building similar e-commerce platforms the developer managed to deliver a quick but, most importantly desired solution for our client:

Advanced Scheduling Engine
The developer managed to create an engine that made scheduling autonomously possible. The engine has an algorithm built into it that uses the information about availability from the platform's database. Because of that, it could autonomously generate and update schedules using real-time data from customer requests and internal resources and reduce scheduling time by 40%.
System Integration
Microsoft Dynamics CRM, vWork Field Service, and Xero were integrated with the new platform with the help of custom connectors and middleware. They enabled quick data sharing, real-time updates, and improved operational efficiency.
Platform Functionality
Customers can now easily update quotes, receive discounts, and complete payments online in less than 10 seconds. All of that made the platform way more convenient and flexible.
Improved User Experience
In order to improve user experience the platform interface was redesigned based on feedback from users. Now, the navigation on the site, product selection, scheduling, and payment processes are way more intuitive which reduced user errors and customer service calls by 30%. However, it doesn't stop there. With constant testing and feedback, we can make new changes according to users’ needs.

40%

reduce scheduling time

10 seconds

time of online payments

30%

reduced user errors

18%

decrease in bounce rates

that received

Results

Overall, these solutions brought the following benefits to our client:

✓Enhanced customer satisfaction because of platform improvements.
✓Streamlined scheduling made things faster as now there is no need for manual tasks.
✓Seamless system integration improved operational efficiency.
✓Modern and usable design improved user experience which showed an 18% decrease in bounce rates.
✓With a thorough and careful development process, data protection is improved.

With this e-commerce platform, the operation processes are more efficient which improved customer satisfaction and reduced churn rates. This is exactly what the client needed for business growth.

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