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A solar power generating company automates its processes.

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A solar power generating company automates its processes.

Challenge
o The current business was managed through flat files and excel
o There was no automation of process, approvals got delayed when the key stake holders were not available
o There was no clarity on inventory at warehouse or at site, excel were error prone and could have lead to leakages
o Every business leader managed their project sheet in their very own data format
o Project stage management or gaps were not being tracked upon
o Managed could not get reports nor had an 360 degree view of the project

Solution
o Salesforce was used to build their entire journey starting from Sales, demand planning, RFQ management Procurement, Project management and Project Signoff
o Sales consisted of IOC and IOT that once approved paved way to designing and demand planning
o Once an Opportunity was closed won the planning team was notified to work on the design, BOM requirement and notify procurement
o Procurement would run an RFQ shortlist and award an vendor, vendor would be issued PO and GRN would be done at warehouse all within salesforce
o Once GRN is done project team is notified who in turn would request for material at site
o Site in-charge on receipt of material would start project as planned and update site consumption, site on completion QC is performed and once approved is handed over to the client

Results
o Customer 360 degree is managed in salesforce right from opportunity to planning to delivery
o Approvals are performed instantly from the system, salesforce has helped speed up the approval process
o Inventory is tracked hence providing a clear picture on where the inventory is residing or being used
o Lowering costs borne on procuring raw materials
o Minimizing wastage
o Decreasing operational errors by increasing employee efficiency

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