Each icon represents an integrated module in the system.The green icons, where all the work is done, represent the inputs to the ERP system.The brown icons represent the outputs of the system where the reporting and analysis is done.The center represents the centralized database that houses all the records of transactions and formulas necessary to help you operate your business effectively and efficiently.

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 to project progress.The tasks and costs are built into the same timeline allowing for synchronous management of schedules and costs.

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.

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 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.

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.

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!

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.

This module is the first project management software designed specifically for the Dev/Hold industry.We built in sophisticated technology designed to always keep the entire company aware of projectstatus. The task dates are dynamic as opposed to the static dates normally used in project managementsystems. This feature will alert all departments in the process if a project end date is pulled in or slips.We also allow for predecessors and durations to further refine the capability of the system.The tasks and costs are built into the same timeline. Most project management systems require aseparate timeline for scheduled tasks and cost management. It is not uncommon for them to becompletely out of sync with each other.

The purchasing and inventory tracking module allows your company to always know what has beenordered and where it is.The purchasing portion of the module requires the use of purchase orders, purchase receipts andvendor invoices. It was designed to manage and control the large sums of money being invested inprojects. An API can be written to interface with most database driven accounting systems allowing for aseamless transfer of data.The inventory portion of the module uses the purchasing section to control the bulk purchases of largeamounts of items such as panels. The system allows for unlimited warehouses to reflect where theinventory is stored until it is used on a project.When the items are moved to a site the cost and quantity of the item are electronically moved from awarehouse onto a site. This feature allows for accurate accounting of all project costs.

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.The system is designed to store documents directly on each site at either the summary level or directlyon the relevant task.We built in a document template that can be tailored for a particular site to give visibility to documentsthat have been posted and those that are still required.Because the system is a centralized database, we were able to build a centralized library to share withboth external and internal stakeholders.

Financing portfolios of solar assets is extremely complex. Larger Develop and hold solar companies willhave a Development loan that will roll into Tax Equity Bridge Loan/Construction Loan facilities until theproject is built then roll into Tax Equity investment and Back Leverage loans.This module allows for specific portfolio, project, or companywide financing structures. The best part isit will even forecast the use, repayment, and balances for your entire project horizon.Because of the Document Management module, lender documentation requirements and forecasts ofcash withdrawals are easily managed.And if something is going wrong with the development and construction phases you will know about itahead of time. No more last-minute surprises.

This module allows the company to automatically share documents with both internal and externalstakeholders.Automations allow for direct communication within the system. The communication can be direct to anindividual such as a project manager, to a specific department such as legal or to a company such as alending institution.No more random loose emails or neglecting to copy those that need the information.

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 databasesystem. Most financial models are extremely complex and often take at least a week to fully update.And it is very complex to change everything when a new project is added.This system is designed for short-term and long-term forecasting. Everything is instantly updated when aproject moves or is added. The system also has the ability to easily drill down and find out whatchanged”.A special feature we built in is the ability to add future portfolios and future projects quickly and withoutdisruption of the active project portfolios. This will allow the financial team to model out long termforecasting and have financing discussions on “proforma” portfolios. description for each