Goal: Establish our platform's system foundation through comprehensive business process analysis and technical architecture
Analysis
Business Process Mapping
Current workflow analysis, stakeholder interviews, and process optimization opportunities
Core Platform
Platform Architecture & Database
System architecture, database design, user access controls, and integration capabilities
Infrastructure
Security & Infrastructure Setup
Server infrastructure, network security, backup systems, and user authentication
Goal: Develop comprehensive CRM module to manage customer relationships, leads, and sales processes
Leads
Lead Capture & Qualification
Lead intake automation, qualification workflows, lead scoring, and follow-up automation
Customers
Customer Information Management
Customer profiles, contact management, property information, and communication history
Sales
Sales Pipeline Management
Sales stage tracking, opportunity management, and conversion analytics
Goal: Implement comprehensive project management and operational workflows for heat pump installations
Projects
Project Lifecycle Management
Project planning, task scheduling, milestone tracking, and progress monitoring
Scheduling
Resource & Team Scheduling
Technician scheduling, equipment allocation, and capacity planning tools
Quality
Quality Assurance & Documentation
Installation checklists, quality control protocols, and compliance tracking
Goal: Develop mobile web applications and field operation tools to support technicians and field service teams
Mobile Web App
Technician Mobile Application
Mobile app with job details, scheduling, time tracking, photo capture, and status updates
Field Service
Field Service Management
Work order management, route optimization, and real-time communication with office
Digital Docs
Digital Documentation & Signatures
Digital forms, electronic signatures, installation certificates, and document management
Goal: Integrate financial management and procurement modules for invoicing, payments, and supplier management
Procurement
Supplier & Inventory Management
Supplier database, purchase orders, inventory tracking, and vendor performance
Pricing
Cost Calculation & Pricing
Material cost tracking, labor calculation, markup rules, and profitability analysis
Accounting
Financial Management System
Invoicing, payment tracking, accounts receivable/payable, and financial reporting
Goal: Implement advanced integrations, AI-powered features, and continuous optimization for integrated ecosystem
IoT
IoT & Connected Device Management
Heat pump monitoring, AI-optimization, predictive maintenance, and remote diagnostics
External APIs
External System Integrations
Accounting software integration, supplier API connections, and regulatory database links
AI/Automation
AI-Powered Process Automation
Machine learning for demand forecasting and intelligent resource allocation
Goal: Implement comprehensive business intelligence and analytics capabilities for strategic decision making
Dashboards
Executive & Operational Dashboards
KPI dashboards, real-time performance metrics, and operational status monitoring
Reporting
Advanced Reporting & Analytics
Custom report builder, automated reports, and predictive analytics for business planning
Performance
Performance Management System
Team performance tracking, project profitability analysis, and efficiency optimization
