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Unified CRM/ERP Platform for Energy Sector Conglomerate

wezom

Energy & natural resources

Utilities

Operational Inefficiencies in Multi-System Environment

The client's 17 companies operated with 11 disparate software solutions, causing fragmented data management, inconsistent client interactions, manual process inefficiencies, and security compliance challenges. This fragmented ecosystem hindered business scalability and customer service quality while increasing operational costs.

About the Client

A US-based conglomerate managing 17 companies in gas and electricity distribution services, seeking digital transformation through integrated business systems

Digital Transformation Goals

Establish a centralized client database with unified contact management
Standardize customer interaction processes across all business units
Enhance sales efficiency through automated CRM workflows
Implement GDPR-compliant marketing automation capabilities
Create role-specific UI/UX interfaces for different user groups
Develop task management functionality with automated assignment
Ensure compliance with NIST security standards and GDPR regulations
Build a scalable SaaS architecture for future partner distribution

Core System Capabilities

Centralized client database with contact hierarchy management
Interaction tracking with automated logging of communications
Customizable sales pipeline management with forecasting tools
Marketing campaign automation with analytics dashboard
Role-based UI/UX customization capabilities
Task assignment engine with SLA tracking
Contract management with automated compliance checks
Multi-tenancy architecture for partner subscription model

Technology Stack Requirements

Java

PHP

Node.js

React

Spring Boot

System Integration Needs

Existing ERP systems for financial data synchronization
Third-party identity providers for SSO implementation
Payment gateways for subscription billing
Telecom systems for contact center integration

Operational Requirements

GDPR and NIST cybersecurity compliance framework
99.9% system availability SLA
Horizontal scalability for 10,000+ concurrent users
Multi-language support for EU expansion
Disaster recovery with RTO < 2 hours

Business Transformation Outcomes

The unified platform will reduce operational costs by 40% through process automation, increase customer retention by 25% via improved service quality, and enable new revenue streams through SaaS subscriptions. Compliance features will reduce regulatory risks while the scalable architecture supports future expansion into European markets.