Automate Solar Design & Permitting Workflows
- Design and permitting processes are often underestimated and overlooked
- Ensure design and permitting coordinators have all the data & documents required before proceeding
- Speed up application, approval, and review processes during the installation process
How Connected Are Your Design & Permitting Teams?
About
Why It Matters
Erin McGaunn
Director of Operations, Lumina Solar
What We'll Cover
- Solve: Designers & Permit Runners Can’t See As-Sold Project Scope, Specifications & Pictures
- Solve: Latest Documents and Contracts Not Uploaded or Hard to Find in Confusing Shared Folders
- Solve: Questions Back to Sales & Site Surveyor Teams Involve Lengthy Email Chains & Broken Context
- Solve: Engaging Outsourced Designers or Permit Runners Requires Lots of Manual Hand Holding
- Solve: Missing Permit Requirements For Specific Jurisdictions Leads To Rejected Applications
Access the Recording
Top of Mind Challenges for Solar Operation Leaders
Inefficient Work Handoffs
Multiple tools in the field & office. Repeat data entry. Manual work & data handoffs across teams.
Scheduling Challenges
Lack of a centralized calendar with all jobs and crews assigned. Difficulty managing access to multiple calendars.
Lack of Compliance
Best practices not being followed. Each person doing things differently and risking re-work, repeat site visits and more.
Duplicate Data Entry
Team required to re-enter routine customer or project information across multiple IT tools for each project or work order.
Spreadsheet Hellscape
Required to stitch together data from multiple spreadsheets, reports and updates. Data often out of date and incomplete.
Inefficient Partner Operations
Partners & subs (sales, install, design, permit, finance, service) not following standards creating risk to your brand.