Development of a Comprehensive Business Management Platform for Utility Service Providers

The client’s existing platform is outdated and lacks scalability, hindering their ability to incorporate new features, efficiently manage internally and externally connected stakeholders, and support business growth across customer management, contract processing, and financial operations.

A large-scale utility service provider managing customer accounts, service contracts, and operational workflows across multiple regions.

• Replace the outdated legacy system with a scalable, web-based application supporting all core business functions.
• Develop a multi-tenant platform enabling seamless management of customer data, service contracts, renewals, and accounting processes.
• Improve internal workflows for sales, customer service, and finance teams with intuitive portals.
• Enhance external stakeholder engagement for developers and homeowners via dedicated portals.
• Optimize operational efficiency and support future expansion with a robust, maintainable software solution.

• A unified dashboard for internal employees (sales, support, accounting) to manage customer accounts, service contracts, and billing.
• Distinct portals for external users (developers and homeowners) to access relevant information, submit requests, and manage renewals.
• Contract management modules capable of creating, updating, and tracking service agreements.
• Financial modules to handle accounting, invoicing, and payment processing.
• Renewal automation features to proactively manage contract expirations and customer retention strategies.
• Role-based access controls and secure user authentication mechanisms.
• Responsive design ensuring accessibility via desktops and mobile devices.

• Existing accounting and financial software
• Customer relationship management (CRM) systems
• Payment gateway providers
• Notification and communication services

• Support for at least 5000 concurrent users
• High system uptime with 99.9% availability
• Data security compliant with industry standards (e.g., encryption, access controls)
• Performance optimization to ensure transaction responses within 2 seconds

The new platform aims to significantly improve operational efficiency, reduce manual processes, and enable seamless stakeholder interactions. Expected outcomes include enhanced customer satisfaction, increased contract renewal rates, and the capacity to support future business growth, mirroring the success of the previous solution which delivered over 4,500 hours of development effort and improved internal and external service delivery.