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Utilities brokerage app

Powerful automation for a utilities broker

We maximised the client’s control and their ability to forecast by minimising admin and improving automation through a bespoke web app.

A bespoke web app

We created a web app that helped the client improve reporting and forecasting and drastically cut administration times taken up managing spreadsheets.

Maximised control

The client was able manage their contract information more effectively, use algorithms to provide more accurate forecasting and integrate this information with their accounting systems.

Minimised admin

The application helped to substantially reduce the amount of time required to keep track of and analyse all of their client contracts.

The brief

One of the UK’s fastest-growing commercial utilities consultants was managing and monitoring contracts using manual processes and spreadsheets.

The client wanted to connect contract information seamlessly with their accounting systems. They also required detailed analysis and risk assessments.

The result

The automated reporting and analytics gave the client a clearer overview of performance, liabilities and revenue projection. The system also gave sales teams enhanced visibility of contract details and ensured that compliance was monitored more effectively.

Having proven the effectiveness and future-proofed the system design from the outset, the client is ready for the next phase of development, including compliance management and integration to other applications.

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