Founded in 2015 in Switzerland, Youdera (formerly Younergy) began as a solar services provider for residential customers. Over the years, they evolved into a key player in the commercial and industrial (C&I) solar sector, expanding their operations across Spain, Portugal, and Germany.
Today, Youdera finances, develops, and operates on-site solar energy generation systems, helping businesses reduce energy costs, increase sustainability, and optimize their energy independence. They play a critical role in the end-to-end solar installation process, collaborating with installers and partners to ensure seamless project execution across multiple regions.
This case study will cover:
Operational Challenges Before Using Scoop
Before implementing Scoop’s Central Operations Hub (COH), Youdera’s operations were managed through a combination of manual tools including spreadsheets, shared folders, and emails to manage their projects.
The system had served Youdera well in their early days, when they were managing fewer projects within a more concentrated area. But as their business expanded in both volume and geographic reach, it became clear that their existing tools weren’t built to scale with their growing operations.
Each project generated huge amounts of data: contracts, permits, utility documents, partner updates, equipment delivery confirmations, inspection reports. Yet all of this critical information was spread across different platforms without any centralized place for the team to find the information they needed. Additionally, tracking project progress or verifying that required steps had been completed was becoming a growing challenge.
“Before Scoop, we were managing projects across different countries with spreadsheets and long email chains. It just wasn’t scalable. Scoop has given us a centralized platform where projects, partners, tasks are all connected and we’re now in a position for growth.”
— Antonio Solla, Operations Specialist
Beyond just tracking information, the lack of standardization across regions started to pose a challenge. Each internal team, and each solar partner, had developed their own way of working. This meant that expectations weren’t always clear, especially for external installers trying to figure out exactly what was required of them at each stage of the project.
Youdera’s operations team spent an increasing amount of time chasing down missing details, clarifying next steps, or manually double-checking data between systems.
When Youdera Realized Change Was Needed
As Youdera expanded beyond Switzerland into larger, more complex commercial solar projects across Spain, Portugal, and Germany, the need to strengthen and streamline their operational processes became increasingly clear.
Managing projects with spreadsheets, email threads, and shared folders might have worked when their team was small and local, but not for coordinating dozens of projects at a time, often across multiple countries, each with different partners, regulations, and timelines.
“We were spending way too much time just chasing information,” recalls Antonio Solla, Operations Specialist at Youdera. “Did the installer upload the site photos? Has the contract been signed? Every question meant an email, a call, or digging through files.”
Beyond the internal coordination challenges, Youdera recognized opportunities to better support their growing network of solar partners. While the team valued consistently delivering high-quality projects, their tools made it harder to provide clear, standardized guidance—especially as project requirements varied by country, partner, and phase.
Installers sometimes had questions about what needed to be submitted, in what format, or by when. Without a unified system, clarifying these details often required additional back-and-forth, which introduced delays and created extra work for both sides.
It became increasingly clear to Youdera’s leadership that in order to maintain their quality standards and continue scaling efficiently, they needed to evolve their processes.
They began looking for a flexible, centralized platform that could:
- Provide real-time visibility into every project
- Standardize handoffs and expectations for their partners
- Adapt easily to different regional workflows without relying on IT & consultants
- Automate repetitive tasks so their team could focus on higher-value work
How Scoop Helped Streamline Operations
With Scoop, Youdera transformed its operations through centralized data management, improved collaboration with solar partners, and scalable, customizable workflows.
1. Centralized Data Management & Project Visibility
Before Scoop, there was no single place where Youdera’s team could quickly see the full picture of a project’s status. This lack of centralized data led to confusion and duplication of effort.
Now, with Scoop as their Field Service Management Software, every piece of project data — from contracts and compliance documents to photos, checklists, and partner information — lives in one centralized location. The entire Youdera team, whether in Switzerland, Spain, Portugal, or Germany, works from the same system and the same up-to-date information.
As importantly, with Scoop’s unique Work App concept, each team member and partner only sees a curated subset of the larger dataset – only information they need to do their part – thereby reducing the effort, workload, and potential for confusion across all stakeholders.
Behind the scenes, automated workflows within Scoop ensure that tasks are assigned based on project status, and that required documentation is collected at the right stage. For example:
- When a project reaches installation, Scoop automatically triggers a checklist for partners to upload required site photos.
- If a permit or utility document is missing, the system won’t allow the project to advance until it’s uploaded.
- Field teams and office staff receive real-time updates when tasks are completed or documentation is submitted.
This shift has eliminated the version control issues Youdera struggled with before. There’s no longer a need to check multiple systems or chase down updates — everything flows into Scoop, providing a single source of truth for the entire organization.
Most importantly, real-time visibility means the operations team can immediately spot bottlenecks, track progress across dozens of projects, and ensure that nothing gets missed no matter how many regions, partners, or projects they’re managing at once.
2. Centralized Data Management & Project Visibility
For a company like Youdera, whose business model relies on working with dozens of external solar installation partners across multiple countries, smooth communication and collaboration isn’t optional — it’s essential.
As Youdera grew, coordinating with their partners became increasingly complex. Since implementing Scoop, they’ve completely transformed how they collaborate with their solar partners.
Scoop’s automated workflows for field teams and smart checklists guide partners step-by-step through every project milestone — whether it’s uploading site photos, completing safety inspections, or submitting utility paperwork. Tasks can’t be marked as complete until all required fields or uploads have been submitted, which ensures nothing gets missed.
Additionally, Scoop provides a shared, centralized workspace where both Youdera and their partners can see exactly what’s been completed, what’s still outstanding, and what needs attention. All with time-stamped activity logs for full accountability.
“Honestly, at first, some partners were hesitant about using a new platform, but after using Scoop once or twice, they realized how much easier it made their job. It reduces the back-and-forth, it gives them clear expectations, and it saves them time.”
— Antonio Solla, Operations Specialist
Today, Youdera’s partners appreciate having everything organized in one place. Instead of sorting through old emails or calling for clarification, they can simply log into Scoop, see their assigned tasks, upload required documentation, and move forward confidently.
This shift has not only improved operational efficiency; it’s strengthened Youdera’s relationships with their partners, creating a smoother, faster, and more professional project experience for everyone involved.
3. Scalable, Customizable Workflows Without IT Bottlenecks
Operating across multiple countries with different regulations, utilities, and partner expectations means flexibility isn’t just a nice-to-have for Youdera — it’s key to their ability to realize their expansion goals.
Scoop’s no-code customization tools have been critical in allowing Youdera to maintain consistency across their operations while still adapting to the unique needs of each market. With Scoop, the team can easily modify forms, workflows, automated actions, conditional logic rules and approval processes on their own without waiting on developers or IT resources.
This ability to quickly adapt processes without technical bottlenecks has enabled Youdera to scale faster and onboard new partners more efficiently. Instead of lengthy training sessions or confusion over regional differences, new installers and employees follow guided workflows built directly into Scoop to suit their particular regional processes. Everything they need — instructions, documentation requirements, and next steps — is clear and accessible from day one.
By eliminating manual tasks, enforcing consistency, and allowing rapid adjustments, Scoop has helped Youdera turn what was once a major operational risk — managing complexity across markets — into a competitive advantage.
“We can’t imagine going back to our old system. Scoop has revolutionized how we manage projects and collaborate with our partners.”
– Antonio Solla, Operations Specialist, Youdera
Conclusion
By adopting Scoop as their Field Service Management Software, Youdera has transformed the way they manage projects, partners, and operations across Europe. What was once manual and fragmented is now automated, consistent, and built to scale.
Today, Scoop isn’t just another tool for Youdera — it’s the operational backbone powering their growth across multiple countries.
See how Scoop can transform your operations — book a demo today!
