Solar energy · Case studyOne platform connected solar sales, field operations, and homeowners.
Necsen replaced fragmented project tracking and static sales proposals with three connected portals, automated project status, and a live proposal experience built for residential solar.
- 3
- connected user portals
- 79+
- production screens
- 50
- US states covered
- 6+
- months of delivery
Executive summary
From fragmented handoffs to one shared project state.
Before
Work moved through disconnected tools.
Project status, field scheduling, customer communication, and sales proposals lived across spreadsheets, email, and separate applications.
Intervention
Necsen created one shared project model.
Three role-based portals, automated status logic, and a live solar proposal tool were built around the installation lifecycle.
Operational change
Every team began working from the same state.
Sales, operations, field teams, and homeowners gained a purpose-built view of the same project, documents, tasks, and milestones.
The operating problem
Growth had outrun the handoffs.
Each stage worked, but no single system carried the project from the first sales conversation through installation and customer handoff.
Fragmented project data
One shared project recordStatic proposal PDFs
A live, configurable proposalManually typed status
Status derived from completed workCustomer update calls
Self-service project visibilityThe connected system
One project record. Three purpose-built experiences.
Every portal reads from the same live project state. Each audience sees only the work, documents, and decisions relevant to them.
Admin portal
The operating center for active projects, users, templates, reporting, documents, and audit history.
- Project lifecycle control
- Role-based access
- Reporting and audit events
Team member portal
A mobile-first workspace for technicians, coordinators, and sales staff working across sites and schedules.
- Tasks and deadlines
- Site visit scheduling
- Documents and team updates
Client portal
A clear, self-service view of installation progress, milestones, appointments, and required documents.
- Live project status
- Secure document access
- Milestone notifications
Product deep dive
The proposal became the sales conversation.
Reps moved from presenting a fixed PDF to configuring the solar system, economics, and financing with the customer in real time.
- Customer information
- Location and incentives
- System design
- Add-ons
- Savings analysis
- Financing comparison
- Full proposal
Personalize during the call
Reps can adjust the system, equipment, pricing, and financing while the customer is still in the conversation.
Recalculate immediately
System production, cash flow, payback, financing comparisons, and environmental estimates update from the selected inputs.
Carry local context
The workflow includes state-level utility, incentive, tax, and net-metering assumptions for nationwide sales coverage.
Workflow automation
Status that maintains itself.
The platform derives project status from the work itself, so a single task update can carry through every operational view.
Task
A team member completes, starts, or reopens a task.
Stage
The stage recalculates from the state of its required tasks.
Project
The overall project status updates from its active stage.
Every portal
Operations, field teams, and homeowners see the same current state.
Customer-reported operational changes
What changed in daily operations.
Sunprise did not provide audited before-and-after performance figures. These outcomes describe the operating changes enabled by the delivered system.
More responsive sales conversations
The proposal experience lets representatives adjust a system and its financial assumptions during the customer call instead of rebuilding a PDF afterward.
Less manual coordination
A shared task and project model reduces the handoffs previously carried through spreadsheets, inboxes, and separate scheduling tools.
Direct customer visibility
Homeowners can check milestones, appointments, and documents through the client portal without depending on an operations update.
A more traceable workflow
Project activity, document versions, and stage changes now create an operating history that teams can review and manage.
“Necsen built us a platform that transformed how we sell and deliver solar installations. The real-time proposal tool changed the sales conversation, and the CRM gave us visibility we never had before.”
Customer statement · Sunprise SolarHow the engagement ran
A controlled path from workflow to production.
Fixed scope, visible releases, and post-launch support kept a multi-portal platform aligned as it moved into daily operations.
Map the installation workflow
Roles, handoffs, dependencies, and failure points were documented before the platform scope was set.
Agree the system boundary
The three portals, proposal experience, milestones, and acceptance criteria were defined before production work began.
Demonstrate working increments
The platform was built and reviewed in visible stages with direct access to the lead engineer throughout delivery.
Carry the system into daily use
Training, documentation, monitoring, and optimization continued after launch as the platform entered normal operations.
Your operating system
Outgrown your current CRM or workflow?
Bring us the handoffs, workarounds, and reporting gaps. We will map the system boundary and tell you what should happen next.