BSS Green Life Solar Division

Client Name
BSS Green Life Solar Division
Country
India (Headquartered in New Delhi)
Overview

Services Included

Schedule a Call
  • ERPNext Implementation (Projects, CRM, Site Surveys)
  • Custom Mobile Field Survey Application
  • Project & Task Scheduling
  • CRM for Lead-to-Order Management
  • Data Capture with Geo-tagged Surveys
  • Training, Deployment & Ongoing Support
Client Industry

Renewables & Environment – Solar Energy

BSS Green Life Solar Division is an autonomous, government-registered organization based in Thrissur, Kerala. As part of the “Go Green” mission, they design, install, and maintain solar energy systems. Their offerings include residential and commercial solar panel systems, community sustainability initiatives, and educational outreach programs promoting renewable energy adoption.

Challenge

The client faced operational challenges as their solar project volume increased across Kerala:
Inefficient lead tracking and inconsistent follow-ups
Manual and error-prone site survey processes
Limited real-time visibility into ongoing project execution
Poor coordination of field teams and delayed task scheduling
Fragmented data spread across offline forms and spreadsheets

Solution

Brocode Solutions implemented an end-to-end digital operations solution using ERPNext and a mobile-enabled field survey system:
ERPNext Configuration
➤ Set up ERPNext modules for CRM, Projects, and Task Management tailored to the solar installation lifecycle.
➤ Enabled full lead capture, opportunity tracking, and sales funnel management to streamline customer acquisition and conversion.
➤ Developed a geo-tagged mobile application for field engineers to collect survey data, attach site images, log GPS coordinates, and generate reports—available both online and offline.
➤ Enabled real-time planning of installation tasks, milestone tracking, and resource allocation from within ERPNext.


➤ Provided a web interface for users to book shipments, track parcels, access history, and receive notifications.

➤ Project progress, lead data, and survey outcomes were synchronized to a centralized ERP dashboard for better operational oversight.
➤ Delivered field-level training and digital handholding to ensure teams could operate the system independently from the first rollout.

Result

60% faster lead response and conversion cycle

50% improvement in site survey completion time

Accurate and centralized project data available on demand

Enhanced coordination between sales, project, and field teams

Elimination of paperwork and operational bottlenecks, enabling faster execution and better customer satisfaction