The introduction of standardized templates in OpusFlow assisted to deliver visually consistent and professional quotes in just minutes
Streamlined the previous manual work together with the automated notifications and task assignments every team member receives the right information on time.
Solar SG is a photovoltaic installation company based in Jaén, Spain, with a warehouse located in Alcalá la Real. With a dedicated team of 12 professionals, who specialize in the design and installation of solar panels across Andalusia. The company is committed to providing comprehensive energy solutions, beginning with a detailed consultation conducted by their energy consultants and followed by meticulous technical project development.
Their mission is to deliver efficient, high-quality installations while ensuring a seamless experience for their clients from initial contact to project completion. As the company expanded its reach, it recognized the need for a robust, integrated solution to manage its growing number of projects and streamline communication between departments.
Before implementing OpusFlow, Solar SG faced inefficiencies in managing its operations and documentation. Tasks such as creating project templates and preparing quotations required significant manual effort, resulting in higher staff costs and a slower turnaround.
According to Head of Finance and Operations Laura Barranco, the company also lacked automation in project workflows. Notifications, task assignments, and internal updates had to be communicated manually, often leading to delays and miscommunication between departments. As their project volume increased, the need for a centralized ERP system that could handle both administrative and technical operations became essential.
OpusFlow provided Solar SG with an all-in-one ERP platform tailored to the needs of photovoltaic installation companies.
All operations now begin with the registration of a contact in OpusFlow’s CRM. Energy advisors input client data, generate potential projects, and collaborate seamlessly with the technical office to study and prepare detailed proposals. Once finalized, the advisor presents the offer to the client, ensuring a structured and traceable sales process from start to finish. Leaving them with a centralized project management instead of manual efforts.
Solar SG implemented automation within OpusFlow to optimize project stages. For example, with a single click, notifications are automatically sent to relevant users, and tasks are assigned based on their roles eliminating the need for manual communication and significantly speeding up internal coordination.
The introduction of standardized templates has allowed Solar SG to deliver visually consistent and professional dossiers to clients. Getting back positive feedback from their customers about improved presentation of quotations and project documents, reinforcing its credibility and customer trust. “If we had to edit project templates manually or prepare quotations by hand, our staff costs would be much higher. OpusFlow allows us to automate those processes. Now we design a template once, and the system generates a complete dossier with just one click.” Laura noted
Beyond automation, the company values the system’s complete suite of features including time tracking, invoicing, and human resource insights. The time registration tool, in particular, provides transparency into employee contributions, helping management recognize team performance and allocate resources effectively.
Since adopting OpusFlow, Solar SG has seen a marked improvement in efficiency, internal communication, and client satisfaction.
With the help of OpusFlow’s automations, Solar SG has been able to minimize manual tasks, reduce administrative costs, and accelerate project turnaround times. Notifications and task assignments are also fully automated, ensuring that every team member receives the right information at the right time resulting in greater efficiency and improved internal communication.
Furthermore, even their own clients have praised the clarity and professionalism of the project documentation, reflecting the company’s strong commitment to excellence. In addition, the integrated time control and invoicing modules have provided greater visibility across departments, allowing RSG to oversee everything from project execution to financial management with precision and ease.
For Solar SG, OpusFlow’s all-in-one ERP provides a complete and adaptable solution that empowers the company to grow with confidence. “OpusFlow gives us the tools to manage our company efficiently and recognize our team’s work. Every time we’ve needed support, the OpusFlow team has been there for us. The ERP is complete, adaptable, and essential for our continued growth.” Laura shared.
It doesn’t stop here. See how other companies just like this one made the switch to OpusFlow.
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