Case history
How I revolutionised the business processes of a photovoltaic company: A success story
When the owner approached me, the company was facing an organisational crisis that seriously threatened its productivity and growth. The symptoms were obvious:
- Inefficient and chaotic business processes
- Fragmented communication between departments
- Unreliable document management
- Operational slowdowns and results below expectations
My approach: Listening, Analysis, Action
- In-depth diagnosis: In just one hour of intensive interviewing, I collected testimonies from the director to the employees, mapping each critical issue.
- Strategic analysis: I meticulously examined each department, drawing up a detailed chart of existing and potential processes.
- Tailor-made action plan: I drafted a 15-page document, a veritable ‘operational bible’ for the company, outlining
- Clear responsibilities for each role
- Optimised workflows from customer acquisition to post-sales
The technological breakthrough: CRM as a driver for change
By implementing my powerful proprietary CRM, we have:
- Digitised and centralised all business processes
- Created a synchronised working ecosystem between all departments
- Ensured traceability of every interaction and document
Tangible results
- Operational efficiency: Each employee now manages his or her work with surgical precision, in perfect harmony with colleagues.
- Total transparency: The owner now has a real-time dashboard showing:
– Updated turnover
– Progress status of each customer project
– Critical KPIs for immediate strategic decisions - Intelligent automation:
-Automatic reminders to customers for technical visits
– Instant notifications on availability of equipment ready for installation - Enhanced Customer Experience: Timely and personalised communications have drastically improved customer satisfaction.
Customer Testimonial
‘Before the intervention, we were navigating by sight. Today, thanks to the reorganisation of processes and the implementation of CRM, we have a clear vision and total control over every aspect of our business. Productivity has skyrocketed and our customers have never been more satisfied.’ – Owner, Company
