Case study
Brio Energy: sales and accounting systems for a solar company
Built a custom CRM that cut the sales-to-accounting turnaround from 5 days to 15 minutes, a marketing site producing 175+ qualified leads a week, and microservices that cut accounting spend by $745K a year.
Confidentiality. Details are under NDA; this describes my role and approach, not proprietary specifics.
Context
From 2018 to 2020 I was a Senior Full-Stack Developer and Product Owner at Brio Energy, a solar company. I wrote the code and also decided what to build.
The problem
The sales and accounting teams worked out of systems that did not fit how the business ran. Handing work from sales to accounting took about five days. The company needed a steadier flow of qualified leads, and accounting costs were higher than they needed to be.
My role
I was both a builder and the product owner. I scoped the problems with the sales and accounting teams, decided what to build first, and built it.
What I built / did
- Built a custom CRM for the solar sales division from scratch, designed around the hand-off between sales and accounting.
- Launched a new marketing website built to generate qualified leads for the sales organization.
- Designed and deployed backend microservices that reduced what the accounting department spent.
Results
- The sales-to-accounting turnaround went from 5 days to 15 minutes.
- The marketing website generated 175+ qualified leads per week, contributing to $3.9M in annual new revenue across the sales organization.
- The microservices reduced accounting department spend by $745K annually, measured against the prior-year run rate.