Development of an Automated, Scalable Platform for Renewable Energy Financing Management

The client faces inefficiencies due to manual, complex processes in managing renewable energy loans and rentals, limiting scalability, increasing errors, and constraining market expansion. They require a unified, agile platform to connect borrowers, installers, sellers, suppliers, and lenders, optimizing workflow and ensuring normative compliance across multiple locations.

A mid-to-large-sized renewable energy financing company aiming to streamline loan and rental management for solar energy projects, expanding their market presence and operational efficiency.

• Achieve a 300% growth in geographical coverage and client reach within the first year.
• Significantly increase loan and rental volume, supporting a scalable growth model.
• Position the platform among the top ten widely used renewable energy finance management solutions.
• Automate at least 75% of workflows to reduce manual intervention and errors.
• Integrate multiple business models, including loans and rentals, into a single, cohesive platform.
• Improve user experience through intuitive interfaces and personalization tools.
• Enhance operational scalability and performance via modern infrastructure.

• End-to-end workflow automation from prequalification to fund disbursement to minimize time and errors.
• Unified interface for managing loans and rentals with seamless navigation and management tools.
• Backend migration to scalable, high-performance cloud infrastructure ensuring stability and growth capabilities.
• Implementation of APIs for real-time credit validation, identity verification, location services, and compliance checks.
• Personalization modules for users to customize financing plans, manage payments, and generate quotes with smart calculators.
• Automated validation and testing systems to maintain software quality after updates.
• Multi-model support for both solar panel loans and rental agreements within the same platform.

• Credit data validation services
• Identity verification APIs
• Real-time location tracking systems

• Scalability to support rapid growth from initial setup to large national expansion
• Performance benchmarks to ensure fast response times despite high transaction volumes
• Security measures to safeguard sensitive customer and financial data
• Automated regression and security testing to maintain platform integrity after updates

The new platform is expected to enable a 300% expansion in geographic reach and client base within the first year, increase managed loans and rentals significantly, and position the client among industry leaders. Automation of workflows should reach approximately 75%, reducing manual interventions, errors, and operational costs, thereby supporting sustainable and scalable growth.