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The future looks bright for Powur, a solar company using Weeldi to power automations and reduce manual labor by 80%

9/16/2021

 
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How Weeldi's no-code solution helped a fast-growing company bridge the gap between two systems… by creating an API where one didn't exist.

Wondering if solar energy use is actually soaring? Look no further than the massive success of Powur, a residential solar company that has grown 5890% in the last year. That’s five-thousand-eight-hundred-and-ninety percent, which put it at #61 on the 2021 Inc. 500 list.

Massive growth often means massive stress on current processes and infrastructure. Powur knew the only way to keep growing and concurrently reduce that stress was to further automation — and do so intelligently. This meant optimizing existing workflows and data-streams and fueling automation across business systems and applications.

A problem with proposals

Powur’s first area of focus was sales proposals, the signed quotes that essentially affirm a company is growing, the documents containing all the actionable info connected to a new opportunity, a new customer, and new revenue streams.

Powur was using its own proprietary system to track and manage sales, customer relationships, finance and operations, but using a third-party cloud-based SaaS tool to create, track, and manage sales proposals. The challenge was that the tool lacked the API functionality for Powur to automate critical, downstream, workflows into its system — the processes that drives installs, billing, and commissions.

Without an API, the only solution to collect the data buried in the SaaS tool’s user interface and the web-based PDFs and emails it generated was endless — and costly — hours of manual labor. And when a company is growing at nearly 6000% a year, manual labor only gets in the way and slows down the pace.

Enter Weeldi.

From a manual mess to an automated API

Headquartered in the San Francisco Bay Area, Weeldi provides the easiest way to automate any process on the web with no coding required.

A common use case for Weeldi is filling gaps — where vendor portals and/or SaaS applications lack API functionality — and enabling customers to automate tasks directly through a vendor portal or SaaS application user interface. Common tasks for Weeldi include extracting data, executing transactions, and paying bills. In short, Weeldi turns an unwieldy data collection process into one that is wieldy/Weeldi.

The problem Powur was facing and the solution Weeldi offered were an exact fit.

Using Weeldi, Powur was able to:

  • build an integration — with NO coding — between its proprietary system and its 3rd-party proposal tool
  • automatically retrieve 80+ pieces of data over 10 webpages, dozens of web-based PDF pages, multiple file downloads and emails
  • collect detailed error reports throughout the process (including screenshots) to expedite research and resolution, and help capture or remedy non-available or duplicate data

The automation is kicked off by an email forwarded from the solar proposal tool to Weeldi. Weeldi then goes behind the tool’s login and scours multiple web pages and web-accessible PDFs to pull down and structure the data Powur needs for their downstream process.

An even brighter future lies ahead

With Weeldi automating data collection and integration between its sales proposal tool and its backend system, Powur has very little slowing it down as it continues its winning streak.

“Weeldi has reduced our data entry labor costs by 80%, and reduced our contract processing time by 90%,” said Dean Rosenberg, Chief Operating Officer at Powur. “We’re already planning on using Weeldi in other cases where we require data or need to execute transactions from applications or websites without available or reliable APIs.”

In addition to the clear benefits delivered by automating data extraction and delivery with Weeldi, Powur also benefitted by standardizing current workflows simply by going through the process of automating with Weeldi. The project was a success on an implementation level based on the results it is producing for Powur, but also on an educational level by creating a thought model to engineer future processes that can be automated.

In one year, burdened with time-consuming manual labor attached to one of its most critical and revenue-centered workflows, Powur was still able to grow 5890%. Going forward with Weeldi…? The sun’s the limit.

About Powur PBC:
​

Founded in 2015, California-based Powur is a Public Benefit Corporation that is on a mission to accelerate the adoption of solar energy worldwide. As the first 100% virtual, residential solar company in the cloud, Powur operates an innovative platform model, enabling it to scale quickly and meet the demands of an ever-expanding solar landscape. The company’s model ensures that Powur can provide affordable and customized solar solutions to homeowners while empowering its network of thousands of independent solar consultants and regionally specialized installation partners. Powur is the fastest growing residential solar company in the US, currently operating in 15 states and completing dozens of residential solar projects, and adding to Powur extended family every working day. For more information on the company, visit https://powur.com/.

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