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SolarDrive

How we helped a solar panel provider increase client capacity

SolarDrive
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About
the project

SolarDrive installs solar panels across the U.S. and manages a workflow that spans lead generation, documentation, permitting, and installation. Previously, these processes were managed across five different platforms, leading to communication gaps and operational inefficiencies. The objective was to consolidate these stages into a single, streamlined platform.

Results

The all-in-one platform helped SolarDrive employees complete their tasks more efficiently. Automated processes eliminated repetitive manual tasks, enabling the team to focus on higher-priority aspects of their work, leading to increased productivity and faster project completion.

2x

increase in the number of clients served daily.

2.4h

of daily work time saved by streamlining project handoffs between departments.

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The Project’s
Discovery Phase

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First Point

Unified key operations for a smoother workflow

The new platform integrates all critical operations at SolarDrive. The onboarding and training modules streamline the recruitment and preparation of new employees. A task management system ensures clear delegation across thousands of workers, while an integrated messenger centralizes communication in one place for faster, more effective collaboration.

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Second Point

Simulated real projects for efficient onboarding

SolarDrive’s rapid growth requires hiring new employees regularly, each of whom must complete extensive training. To address this, we built a dedicated onboarding section where new hires can engage in test projects. Mentors track progress and provide real-time guidance through the integrated messenger.

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Design thinking process in entrepreneurship explained

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Third Point

Optimized task management for better resource allocation

With hundreds of employees handling various tasks daily, it’s crucial to prioritize work efficiently. We implemented a system where tasks are organized based on client schedules, employee locations, and priority levels. This ensures employees are always working on the most urgent tasks in the most efficient order, reducing time spent traveling and increasing project efficiency.

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Fourth Point

Consolidated project history for better tracking

Prior to the platform redesign, SolarDrive’s various departments used separate platforms for each project stage. This led to delays when transferring projects between departments. We integrated all stages into one page, allowing every department to track progress in real-time, preventing lost information and ensuring a smoother flow from one stage to the next.

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Fifth Point

Centralized communication for faster responses

Employees communicated across multiple channels, such as email, SMS, and various messaging platforms, which slowed response times and caused confusion. To solve this, we created a centralized “Inbox” that consolidates all messages related to specific projects and tasks. This feature streamlines communication, ensuring that all important materials are easily accessible and organized by project.

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FAQ

1

How can platform unification improve operational efficiency in solar installation companies?

Lazarev.agency built a single platform for SolarDrive that unified lead generation, documentation, permitting, and installation stages. This eliminated communication gaps from using five different tools, streamlining workflows and doubling client capacity.

2

What are the benefits of centralizing project communication?

We centralized all project communications into one inbox for SolarDrive, enabling faster response times and better team coordination, which significantly reduced errors and saved valuable work hours.

3

How does task sorting by priority and location enhance team productivity?

Implementing task sorting helped SolarDrive teams focus on the most urgent and nearby jobs first, optimizing resource allocation and shortening project timelines.

4

Why is integrating project history important for managing complex workflows?

SolarDrive’s new platform consolidated the entire project history on a single page, allowing teams to access past data easily and make informed decisions quickly, reducing delays caused by information silos.

5

How much work time can be saved by streamlining workflows with a unified platform?

By consolidating multiple tools into one platform, SolarDrive saved approximately 2.4 hours of daily work time per employee, boosting overall efficiency and capacity.

6

How does simulating real projects during development improve platform usability?

Lazarev.agency simulated actual SolarDrive projects to test and refine the platform, ensuring it matched real operational needs and provided intuitive user experiences from day one.

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7

What impact can platform unification have on client capacity for solar installation businesses?

Thanks to the unified platform, SolarDrive doubled its client capacity, allowing the company to handle more projects simultaneously without sacrificing quality or efficiency.

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Hit me up! Let’s chat about your growth

Kirill Lazarev
Founder of Lazarev.
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