Click the icons below to better understand how the System works.
Customer Journey
Prior to starting Dev/Hold ERP systems I worked at Pivot Energy as their CFO, COO.While I was there, we transformed the company from a developer to a develop and hold solar company.The transformation was extremely difficult and without a solid ERP System we were often out of syncand flying blind!Like every other Develop and Hold Solar Company we pieced together a siloed system using Salesforceand Smartsheet, the solution was barely manageable and was held together by brute force!With this experience behind me, I teamed up with Phillip Daniels, owner of Watkyn Custom Enterprisesoftware and we developed this ERP system specifically for the industry.Some of you may not be familiar with the term ERP system, but essentially it is a central nervous systemfor the entire organization.Each icon represents an integrated module in the system. The green icons represent the inputs to theERP system. This is where all the work is done.The center represents the centralized database that houses all the records of transactions and formulasnecessary to help you operate your business.The brown icons represent the reporting and analysis outputs of the system.
Dynamic Scheduling and Costing
We built in sophisticated technology designed to keep the entire company aware of project status at the click of a button.The task dates are dynamic as opposed to the static dates normally used in project management systems allowing for real time visibility of project progress.The tasks and costs are built into the same timeline allowing for synchronous management of schedules and costs.
Purchasing & Inventory
Always know what has been ordered and where it is.The purchasing portion of the module requires the use of purchase orders, purchase receipts and vendor invoicesThe inventory portion of the module uses the purchasing section to control the bulk purchases of large amounts of items such as panels. The system allows for unlimited warehouses to reflect where the inventory is stored until it is used on a project.
Document Management
In the solar Dev/Hold industry, documents are extremely important. Between the tax equity partners, the relevant AHJ and financing institutions, document management is critical.
Financing
Financing portfolios of solar assets is extremely complex. Larger Develop and Hold solar companies will have a Development loan that will roll into Tax Equity Bridge Loan/Construction Loan facilities until the project is built then roll into Tax Equity investment and Back Leverage loans. This module allows for specific portfolio, project, or companywide financing structures and forecasts the use, repayment, and balances for your entire project horizon.
Communication
This module allows the company to automatically share documents with both internal and external stakeholders. The communication can be direct to an individual such as a project manager, to a specific department or to a an outside company.No more random loose emails or neglecting to copy those that need the information.
Forecasting
No need for complicated spreadsheets. Let the database do the work for you! Many financial forecasters in the Dev/Hold industry have never experienced the power of a database system. Excel based financial models are extremely complex and often take at least a week to fully update…now they generate in real time!
