Enhance Your Energy Efficiency Management with Our Customized CRM Platform

Explore How Akkenna Developed an Integrated CRM Platform for Energy Efficiency

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Summary of Win Energie

The Win Energie application serves as an all-encompassing platform that connects businesses with service providers specializing in electronic installations, while also simplifying the process of acquiring Energy Saving Certificates (CEE). The project involved developing a customized solution that streamlines the connection between companies and service providers, making the process from initial login to selecting the right provider more efficient. The platform was designed to help users effectively manage energy-saving initiatives and secure financial benefits offered through the CEE system. This case study on CRM development underscores our approach to building a user-centric, functional platform. By addressing Win Energie’s unique requirements, we delivered a solution that stands as a strong example of our capabilities in CRM application development, especially in promoting energy efficiency and helping businesses access valuable financial incentives.

Industry: Energy Efficiency And Sustainable Energy Industry

Service: Facilitating access to Energy Savings Certificates (CEE)

Akkenna's Contribution to Addressing Complex Challenges

Problem

The CEE system's complexity, with its intricate regulations and administrative procedures, posed a challenge for businesses, making it hard to navigate without expert help. This disjointed process made it difficult for companies to identify qualified service providers and obtain accurate quotes for energy-efficient solutions. Moreover, the need for a centralized platform that could handle the entire process—from inquiries to contract finalization—became apparent. Businesses also struggled with connecting to appropriate installers and managing extensive data, further complicating the process.

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Solution

Akkenna took charge of the platform’s design and strategic development to simplify the complexities of the CEE system. Our team facilitated the incorporation of all essential regulatory compliance features, developing tools to assist users in navigating the intricate processes involved for obtaining Energy Savings Certificates. We developed automated systems to streamline the process of obtaining and comparing quotations from service providers, reducing the fragmentation faced by businesses. Additionally, we implemented strong data management capabilities, allowing for efficient tracking, storage, and retrieval of information. Our team rigorously tested and refined the platform to ensure it was user-friendly, reliable, and fully met business requirements.

Key Features

Automated Quotation System

Installer Search and Matching

Business-to-Business (B2B) Connectivity

Admin Profile Flexibility

Centralized Documentation and Data Storage

Secure User Authentication

Technology Stack

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My SQL
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Express
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Node js
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Sequelize
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React
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React Bootstrap
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React libraries
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Formik

Project Challenges

During the development of the Win Energie platform, we faced several notable challenges:

Multi-Step Form Implementation

Creating a multi-step form to manage complex data for Energy Savings Certificates (CEE) and quotes was quite challenging. The design had to be user-friendly and effective, guiding users through detailed inputs while ensuring data accuracy and completeness.

Role-Based Quotation Calculations

Incorporating a calculation system based on user roles was difficult. The platform required different calculation methods and access levels for administrators and customers, necessitating careful configuration to guarantee that each user type received accurate and pertinent quotes.

Responsive Backend Speed Optimization

Building a scalable and responsive backend to support the extensive functionalities of the platform was crucial. We needed to optimize backend performance for quick response times and reliability, ensuring it could efficiently handle a large user base and data volume.

Innovative Solutions in CRM Software Development

To address these challenges in creating the Win Energie platform, we adopted a comprehensive strategy:

Expert Technical Leadership

Our Lead Tech Developer was instrumental in guiding the project, providing valuable insights and strategies to navigate the complexities of multi-step form design and role-based quotation calculations. Their expertise ensured our solutions were effective and sound.

In-Depth Research and Analysis

Our team engaged in extensive research on best practices for CRM development, focusing on multi-step forms, role-based calculations, and backend speed enhancement. We reviewed various case studies on CRM development to identify effective strategies and tools.

Advanced Developer Tools

We utilized a variety of innovative developer tools to streamline our processes. For instance, we developed a customized algorithm for role-based quotation calculations and employed performance optimization tools to improve backend speed. These resources were essential in creating a platform that met user demands efficiently.

This case study on CRM development showcases our capability to deliver a robust and user-friendly solution tailored to businesses dealing with the complexities of the Energy Savings Certificates (CEE) system. Our approach highlights our expertise in CRM web application development and our ability to navigate intricate requirements in application development projects.

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Ready to Build a Unique Web Application?

If you’re ready to create an advanced web application platform, reach out to Akkenna today. Our team of experts is here to help bring your ideas to life with our top-notch development services.