A digital transformation for members and installers
Our first step was ensuring that members and installers were able to see their account details in real-time, achieved by integrating with CEC’s Salesforce instance, which is the source of truth for member and installer details.
We then tackled the portal. With complex membership and accreditation tiers, various rules regarding accreditation expiry, renewals and a number of ways to pay for and extend memberships, the portal needed to be navigable and present the required information in a clear, concise UI.
The installers needed the ability to watch webinars and take subsequent exams. These activities contribute to their CPD (professional development ‘points’), which allow them to upgrade or renew their accreditation within the portal.
In addition to the management of accounts, details, members and accreditation levels, the portal also had to provide calculators and tools for installers.The first of these was the System Performance Estimator, released in early 2020.
This tool needed to integrate with the GSES weather API to generate daily average temperatures for a location, which would then perform complex calculations based on user inputs for the system, such as the panels’ tilt, azimuth and orientation.
Upon the completion of the API integration and calculations based on user inputs, the estimator generates a performance estimation sheet which can be downloaded or emailed to the client, showing them what to expect from their new solar installation. This estimator, the first of a number of tools to be released, saves installers countless hours in self-generating these outputs for consumers.