The integration of OpusFlow at Hivolta transformed their entire system and workflow. With OpusFlow, Hivolta is now able to create professional, accurate installation plans complete with a detailed bill of materials, listing all the items needed for each project. Cedric noted, "I really like the fact that you can create groups of material within OpusFlow. So, if I choose an inverter, all the other materials needed for the installation are automatically added to the bill of materials." This eliminates the issue of forgotten materials and allows for more projects to be delivered accurately and on time.
OpusFlow’s consultancy assisted Cedric in transforming his ideas into professional quotations for installation projects. No longer does he need to manually attach files and documents; everything is automated. Upon creating a quotation, all necessary information is seamlessly integrated into the quotation template. He added, "I no longer forget to send quotations on time. Every time I am with a client, I prepare the quotation on-site and send it to them right away, so I don't have to think about it anymore! Clients are also more likely to accept the quotations and are impressed by how smooth and professional the whole process is and this leads to more closed deals."
Cedric leveraged OpusFlow’s automation capabilities to achieve his goal of automating tasks as much as possible. Working with the consultancy team, Hivolta successfully automated various tasks and routines within their workflow. With a simple set-up of automations, Hivolta now automatically sends a follow-up email to clients who haven't responded to their quotation email. If this second email is still unanswered within a specified timeframe, a ticket is created for Cedric to personally call the client and ensure they have all the necessary information.
OpusFlow’s enhanced dashboarding capabilities provided Cedric with a comprehensive overview of his entire business. As a solopreneur, he wears many hats, including that of a sales manager. He explained, "From a sales perspective, I can see which clients have been followed up with and which ones haven't. I can also track if quotations have been opened and also how many times they have been viewed. And, very important for any sales person, I can see the margins on each of my deals."
When he puts on his warehouse director's hat, he can see how much material he has in stock and how much he needs to order based on the forecasts.Furthermore, With a simple integration to an accountancy software, Cedric is now able to keep track of all the payments and manage the financial side of the business as well.
Cedric utilizes OpusFlow’s tools and capabilities to easier communicate with his team of contract mechanics. Mechanics can easily see the details of the project and the bill of materials to prepare for the installation. After the installation has been completed they need to fill in forms and do the final check-ins and provide pictures of solar panels and the electric side of the project and upload them in OpusFlow for documentation. When the form is completed by the mechanic Cedric receives a message on his phone informing him about the completion of the project. Then he can proceed to paying their invoices. He added ”everything is clear and there is no misunderstanding and communication is super easy and clear between me and my contractors.”
In conclusion, the integration of OpusFlow has revolutionized Hivolta’s operations, enabling Cedric to manage his business more efficiently and professionally. The automation and enhanced dashboard capabilities have streamlined workflows, improved communication, and ensured accurate project execution. As a result, Cedric can focus on growing his business and delivering exceptional service to his clients.