Blu Banyan

Why Should You Consider Solar Project Management Software?

solar project management software
Enhance Productivity and Achieve Solar Business Excellence

Solar Project Management Software

Consumer demand for clean energy in the solar industry continues to gain momentum. It’s no secret that solar panel construction has seen enormous development in the past few years. Investing in end-to-end software will keep your small-to-medium solar business competitive in the solar industry. By sticking to legacy platforms many companies limit their success with incohesive data silos. Solar project management software is an investment that can maximize the overall efficiency of your solar project workflow. It tracks the essential data that solar contractors rely on to run operations, including resource usage, goal completion, pending task assignments, and maintaining schedules, allowing you to plan ahead for future costs and contingencies.

Need for Solar Project Management Software

With increasing solar demand, providers benefit from project management tools seamlessly integrated with API connections that provide metrics to gauge performance and broaden the project visibility. Large residential and commercial solar projects require speed and accuracy, which are a hard combination. Solar project management software provides data in actionable ways with fewer steps allowing solar installers to simplify operations and scale faster.  

Factors to consider while choosing your Solar Project Management Software:

  • Project analytics and profitability reporting
  • Project progress monitoring and scheduling 
  • Project milestones automatically trigger accounting events
  • Standard workflows and automation
  • Seamlessly connect with CRM for a holistic view
  • Cost estimates & proposal templates
  • Access to all projects and documents in the field 

Why SolarSuccess Project Management?

SolarSuccess is Blu Banyan’s award-winning native NetSuite application designed from the ground up to meet the operational needs of solar installers. Grounded in over a decade of Blu Banyan’s experience in the solar industry and developed in collaboration with some of the industry’s largest installers, SolarSuccess provides an unmatched feature set coupled with superior implementation know-how. Key features include solar-specific project workflows, task queues, pipelines, KPIs, visual timelines, milestone completion triggers, and on-record team chat.

This all-inclusive software manages your organization with integrated project management, project tracking, and reporting. SolarSuccess, built on the NetSuite platform, includes Project Management Software that is essential to organize work and allow transparency into complex operations. You can automate project creation when you sell specific services and automatically track percent complete, time budgeted and time spent on the various project tasks. Plus, accurate reporting and the storage of backlog analysis help estimate and plan employee workloads and efficiency.

The game-changer is that SolarSuccess’ Project Management tools are seamlessly integrated with the NetSuite accounting system. This gives users the experience of a single source of data truth shared across all company operations. All departments are working with accurate, up-to-date information. In addition to project management and time and expense tracking, your solar business can utilize automation to create and issue invoices and compare project performance to budgets and other metrics. Other benefits include:

  •     Broaden project visibility
  •     Measure performance
  •     Include project start and end dates
  •     Include percentage of work completed
  •     Income and expenses for each project
  •     Time invested and team utilization
  •     Oversee operations with ease and maintain control of project accounting
  •     Cost analysis and profitability accounting
  •     Improve productivity and drive efficiencies
  •     Project tracking reports
  •     Track employee utilization rates

Key capabilities of SolarSuccess Project Management

Collectively manage projectsSolarSuccess allows you to manage multiple projects including time, materials and fixed-price projects.

Automated job creation- it’s easy to automate by relating the service items and assigning project managers to create several jobs in just a few clicks.

Project health dashboard- provides a visual and graphical analysis of specific projects. KPIs like project timelines, budgets etc., can easily be tracked. You can also locate the cause of delayed projects.

Solar installer-specific project templates –  reusable templates that provide strong starting points for your solar projects, ultimately saving time and simplifying projects end-to-end. Templates can be as-is or further customized to fit the specific needs of a project.

Project P&L dashboard with the SolarSuccess Project P&L dashboard, seamlessly track the progress and monitor costs associated with every solar project, keeping you on top of financial performance.

Project Timesheets – save time and effort with timesheets that allow you to enter and submit weekly timesheets. And with the timesheet record available to you in the SuiteCloud platform, you can customize your timesheet approval processes to suit your unique solar business needs.

How Blu Banyan can scale your business with advanced solar project management 

Leveraging a Solar Project Management Software can help redirect focus on scaling your business, sales, marketing, and innovation. Not just all the above, additional features of SolarSuccess include generating alerts and reminders, customizable reporting, and dashboard configuration.

Blu Banyan’s SolarSuccess Project Management Software (built on NetSuite) incorporates various functionalities that ease the solar business’s work and are appreciated by the end customer. We help you manage your solar projects effectively and improve overall organizational productivity.

By implementing this software, you benefit from accurate reporting, employee time tracking, inventory management, accurate cost estimation, and effective tracking of all inquiries and leads. Jumpstart your company’s growth and productivity today!

Illustration: Community with energy efficient buildings, solar panel array, wind turbines, trees, flowers, and people riding bicycles.