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Optimizing the business process in solar energy

2024

SUNBANK

We designed a digital tool that streamlines the financing, quoting and sales processes for solar systems.

Fintech // Digitalización de la fuerza comercial // Diseño de producto // Diseño UX & UI // Desarrollo del MVP

Challenge:

Sunbank es una startup fintech que ofrece financiamiento de sistemas solares. El reto se basó en definir y diseñar una nueva herramienta digital que mejorará la experiencia de los diferentes usuarios que conviven con Sunbank, desde el registro de una oportunidad hasta la firma de contrato.

what do we achieve?

Optimizamos el proceso de venta y cotización de sistemas solares a través de una herramienta digital de interfaz intuitiva que centraliza la información del cliente. Esta centralización garantiza transparencia y eficiencia, lo que facilita a los clientes obtener el crédito financiero necesario para su panel solar, al mismo tiempo que impulsa la escalabilidad del negocio.

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How did we do it?

Based on a user-centered approach, we adapted our methodology for this project as follows:

Immersion

Entendimiento del negocio, sus regulaciones y visión de los distintos stakeholders. Con este entendimiento Identificamos a los usuarios para quien diseñamos.

Exploration

Realizamos una exploración etnográfica donde recorrimos las distintas experiencias que tenían los usuarios comerciales, implementadores, fuerza de ventas y vendedores externos.

Ideation

Con los aprendizajes capitalizados plasmamos en múltiples conceptos que fungieron como cimientos para el producto digital.

Definition

Definimos un producto digital que acompaña a los múltiples usuarios durante todo el CLV, es decir, desde la motivación hasta la instalación del sistema solar.

Construction

Desarrollamos el producto respetando las reglas de negocio y la operación a través de la integración total con el ERP (Odoo), además en front end entregamos un producto con un excelente (UX) para los clientes, lo que simplificó su implementación.

Immersion

Con los aprendizajes capitalizados plasmamos en múltiples conceptos que fungieron como cimientos para el producto digital.

Exploration

Entendimiento del negocio, sus regulaciones y visión de los distintos stakeholders. Con este entendimiento Identificamos a los usuarios para quien diseñamos.

Ideation

Realizamos una exploración etnográfica donde recorrimos las distintas experiencias que tenían los usuarios comerciales, implementadores, fuerza de ventas y vendedores externos.

Definition

Definimos un producto digital que acompaña a los múltiples usuarios durante todo el CLV, es decir, desde la motivación hasta la instalación del sistema solar.

Construction

Desarrollamos el producto respetando las reglas de negocio y la operación a través de la integración total con el ERP (Odoo), además en front end entregamos un producto con un excelente (UX) para los clientes, lo que simplificó su implementación.

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APTO EDUCATION

Let's talk about it
that we can

build
together

CONTACT US
APTO EDUCATION

APTO Innovación S.A.P.I de C.V.

Ostia 2750 Int. 3,Providencia 2nd Secc, 44630 Guadalajara, Jal. Mexico

+52 (33) 1814-5528

info@apto.mx

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