In 2021, Smart-NRG initiated their operation by employing two distinct software systems. The first was a credit-based software dedicated to Photovoltaic (PV) design, quotations and customer relationship management (CRM). Simultaneously they used a second software exclusively designed for inventory management.
Initially the process was running smoothly. They purchased a number of credits, which were spent on each quotation. Once the client approved the quotation, they would manually calculate the bill of materials for the project.
The challenges began to surface as the number of sales escalated. The credit-per-project system led to increasing subscription costs, and the software lacked necessary features to manage their growing sales and inventory.
They decided to switch to a more comprehensive software but it also came with its sets of limitations. “The software was expensive, inflexible and required different licenses for different roles. Besides, we needed an integrated system that could connect stock management with our administration software, instead of working on two separate systems.” said Bart Wansik, the director of Smart-NRG.