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Develop Comprehensive Energy Audit CRM System

sombrainc.com

Energy & natural resources

Environmental Services

Utilities

Challenges with PDF Generation and Data Management

Envision experienced challenges in generating professional PDF reports from predefined templates with custom fonts, and maintaining the density and complexity of energy audit data within their CRM system. They also need to ensure robust data security.

About the Client

Envision is a technology company providing energy audit services to businesses and residential clients. They aim to help clients understand and reduce their energy consumption and costs.

Project Goals

Develop a robust and user-friendly CRM system for conducting energy audits.
Automate the generation of professional PDF reports from predefined templates.
Provide accurate energy consumption calculations and personalized energy-saving recommendations.
Ensure data security and compliance with relevant regulations.
Enable efficient management of energy audit data, including equipment inventory, proposed upgrades, and energy usage statistics.

System Functionality

Energy audit form creation and data input (bulb types, wattage, operating hours, etc.)
Automated energy consumption calculation based on input data.
PDF report generation from predefined templates with custom fonts.
Display of energy usage statistics and charts.
Generation of personalized energy conservation tips and recommendations.
Proposal generation based on selected upgrades.
User role management and access control.
Data storage and security.

Technology Stack

CRM Platform (e.g., Salesforce, Microsoft Dynamics 365, or a custom-built solution)

Programming Languages (e.g., Python, Java, .NET)

Database (e.g., PostgreSQL, MySQL)

PDF Generation Library (e.g., iText, PDFBox)

Cloud Hosting (e.g., AWS, Azure, Google Cloud)

External Integrations

Potential integration with utility data providers (for real-time consumption data)
Integration with accounting software (for cost analysis of upgrades)
Email marketing platform (for report distribution and follow-up)

Non-Functional Requirements

Scalability to accommodate a growing number of users and audits.
High performance for efficient data processing and report generation.
Robust security measures to protect sensitive client data.
User-friendly interface for ease of use and adoption.
Data integrity and accuracy.

Expected Business Impact

This CRM system will streamline Envision's energy audit process, improve efficiency, enhance customer satisfaction, and enable data-driven decision-making. Automation of report generation will reduce manual effort, while improved data management will provide valuable insights into energy consumption patterns. The ability to generate professional and customized reports will strengthen Envision's brand and competitive advantage.