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Internal Marketing Platform and Smart Heater Signup Flow Modernization
  1. case
  2. Internal Marketing Platform and Smart Heater Signup Flow Modernization

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Internal Marketing Platform and Smart Heater Signup Flow Modernization

n-ix.com
Energy & natural resources
Information technology
Renewable energy

Business Challenges

The client faces challenges with inefficient internal marketing processes, reliance on third-party vendors for offer creation, difficulties in launching new campaigns due to inflexible customer journey management, and the need to scale their systems to support a growing customer base. Specifically, they lack an efficient internal system to generate gift cards and product discounts and have a legacy signup flow for smart heaters that lacks payment functionality and is unfinished.

About the Client

A large, multinational energy technology company providing digital energy services to residential customers and focused on clean energy solutions.

Project Goals

  • Develop an internal marketing system to streamline offer creation (gift cards, discounts) and reduce third-party dependency.
  • Build an end-to-end signup flow for smart heaters with integrated payment processing.
  • Modernize the Customer Management System (CMS) and internal user processing engines for improved efficiency and scalability.
  • Enhance website performance and user experience.

Functional Requirements

  • Internal offer management system with user roles and permissions.
  • Gift card and discount creation capabilities.
  • Integration with customer data (Salesforce).
  • Payment processing for smart heater signup.
  • Smart heater selection and house analysis request functionality.
  • Customer plan verification within the marketing system.

Preferred Technologies

Java
JavaScript
Angular
Scala
React.js
AWS
Kafka
Akka
PostgreSQL
DynamoDB
Netlify
Gatsby.js

Integrations Required

  • Salesforce
  • Divido
  • Stripe
  • Internal customer data systems

Key Non-Functional Requirements

  • Scalability to accommodate a growing customer base.
  • High performance website with minimal load times.
  • Secure data handling and compliance.
  • Reliable system uptime.
  • Maintainability and ease of future enhancements.

Expected Business Impact

The project is expected to result in more effective marketing campaigns, reduced operational costs due to less reliance on third parties, improved customer satisfaction through a streamlined signup process, and a modern, performant website enhancing the overall customer experience. The internal marketing system will empower marketing teams with greater control and agility. Improved website performance will contribute to increased conversions and customer engagement.

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