Upvoltage is a solar solutions company managing projects from the initial customer enquiry through planning, procurement, installation, and project completion.
As the business handled multiple projects across different locations, managing every stage manually became increasingly difficult. A single solar project involves sales discussions, site inspections, technical planning, quotations, material requirements, vendors, logistics, and on-site execution.
Ninaad Global implemented a connected Odoo solution to bring these activities into one structured workflow, helping the team move from a new lead to a completed solar project with better visibility and coordination.
The Starting Point Challenges
The Transformation Roadmap
Meta Lead to Sales Opportunity
Once a lead showed genuine interest, it could be converted into an opportunity and moved through the sales pipeline.
Structured Quotation Process
This created a clear connection between the customer opportunity and the commercial proposal.
Project-Based Material Planning
The team could check available inventory and plan purchases based on what was required for that particular project.
Connected Project Execution
Site Inspection and Requirement Collection
Site-specific requirements could then be captured before moving forward with the quotation and technical planning.
Design Before Project Execution
Technical design activities could be completed before creating the project for execution, helping the team move from sales to operations in a more organised way.
Flexible Local Vendor Selection
This helped reduce unnecessary transportation and logistics costs while allowing materials to be sourced closer to the project site when required.
Execution Highlights
Lead Management from Meta
New customer enquiries from Meta entered a structured sales process, making it easier to manage follow-ups and track every potential project.
Site Inspection Workflow
Customer requirements could be supported by a site inspection process before preparing the final quotation and technical plan.
Project Creation After Confirmation
After the design was ready, a project could be created to manage the actual execution and related activities.
Local Vendor Flexibility
The procurement process allowed the team to consider local vendors for distant project sites, helping reduce logistics effort and transportation costs.
Opportunity-Based Sales Process
Qualified leads were converted into opportunities, allowing the sales team to manage each deal until the customer was ready to proceed.
Quotation to Design Handover
Once the customer accepted the proposal, the project moved into the design stage instead of being handled through disconnected communication.
Inventory and Purchase Coordination
Material requirements were checked against available inventory. If materials were not available, the purchase process could be initiated based on project needs.
Digital Transformation Achievements
What was previously a series of separate activities, generating leads, following up with customers, conducting site inspections, preparing quotations, creating designs, arranging materials and executing projects - was brought together into one connected workflow.