Customer Journey Automation with Digital Platform
Executive Summary
Energy Spin is a Brazilian company in the solar energy sector that offers white-label solutions to its clients, covering everything from lead generation to the installation and approval of photovoltaic systems. Its business model allows partners to expand their portfolio without investing in their own infrastructure, with agile implementation and new revenue streams.
The growth of the operation brought a clear challenge: the client onboarding process was conducted manually, with steps susceptible to errors, a high volume of rework, and dependence on teams for repetitive tasks. This scenario limited the scalability of the business and impacted the experience of end clients.
The response was the construction of a complete digital platform, orchestrated by an automated workflow, capable of covering 100% of the client journey, from document reading to proposal generation. With Genius, Energy Spin began to operate with greater agility, precision, and capacity for sustainable growth.
The result: proposal generation time reduced from 3 days to 1 hour, with a 60% reduction in operational costs.
The Challenge
Energy Spin operated with an onboarding process structured in manual steps, which generated bottlenecks as demand grew. The scenario called for a solution capable of automating critical flows without sacrificing reliability.
Manual and poorly scalable onboarding process: The entry journey of new clients depended on human intervention in multiple steps, making the process slow and difficult to expand in line with the business's growth pace.
Rework and operational errors: The manual execution of repetitive tasks, such as reading documents, calculations, and assembling proposals, created opportunities for inconsistency and required frequent corrections, overloading teams.
High operational costs: The structure dependent on people for automatable activities generated costs that squeezed margins and limited the competitiveness of the white-label model offered to partners.
The Solution
Squadra developed an end-to-end digital platform for Energy Spin, with automation from start to finish orchestrated by an intelligent workflow. The solution was structured to fully cover the client journey, eliminating manual dependencies in the steps with the highest volume and impact.
Genius in action: Intelligent automation of the client journey
Journey Mapping: Understanding each stage of the funnel
The starting point was the complete mapping of Energy Spin's sales funnel, identifying friction points, manual steps, and automation opportunities at each stage of the journey, from prospecting to approval.
Sales funnel mapping: Detailed survey of the client journey stages, identifying where automation would generate the greatest operational and commercial impact.
Bottleneck identification: Analysis of rework points and those with the highest human dependency, which served as the basis for prioritizing automations.
Automation and Implementation: From document reading to proposal in 1 hour
With the mapping complete, the platform was built to automate the core operational steps, integrating intelligent document reading, a calculation engine, and automated proposal generation into a single orchestrated flow.
Automated document reading: Automatic extraction and processing of information necessary for client evaluation and advancement in the journey.
Integrated calculation engine: Automatic processing of data for generating sizing and pricing, eliminating manual steps prone to error.
Automated proposal generation: Production of complete commercial proposals directly by the system, reducing delivery time from 3 days to 1 hour.
Workflow orchestration: Automated coordination of all journey stages, ensuring a continuous flow without the need for manual intervention in repetitive tasks.
Results
The platform delivered significant gains in both operational efficiency and client experience. With end-to-end automation, Energy Spin began to scale its operations without proportionally increasing its team structure, enabling more profitable and sustainable growth for the white-label model.
The elimination of manual steps significantly reduced operational errors and rework, directly impacting the quality of service delivered to partners and end clients.
Metric | Result |
|---|---|
Reduction in operational costs | 60% |
Proposal generation time | From 3 days to 1 hour |
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