Joe Tanner, Director of Sales at Enact Systems, and Kerim Baran of SolarAcademy look at how Enact handles construction management of solar projects using Workflow features. This includes contract signing.

Kerim: And then once the installation process starts, you can manage the whole project through Enact as well right? The construction management is supported through your project. What do you call it? Process flow? Features-

Joe: A workflow.

Kerim: –workflow features, right?

Joe: Yeah. So once the project’s done, and what I’m going to do is, I’m just going to save this one for you. Then you can go ahead from the document page, you can send out the document. So you download the, excuse me, you create the contract, so that’s going to push all the data from the proposal into a DocuSign, and then from the DocuSign you can then send it out and get updates from where it comes back. But then you can also track and manage it from your workflow right here.

Kerim: Got it. 

Joe: Now, let’s say, because you know, with anything, all can and will happen. Let’s say that you’re doing this and then during site survey it comes into like, “Oh, they need a new roofer.” “Oh, they need a new electrical.” So that’s not an extra step that you can add. What you can do is you can actually just pick a new workflow template so that as you’re moving one forward, you can simultaneously have different workflows moving at the same time. So with electrical, I know that you have to get a survey from the utility, you have to get the utility docs updated, there’s maybe some pricing information updated. You can have those teams’ things moving simultaneously rather than one thing is stopped, okay, now we have to do this, and then you go, go, go. Okay, this is stopped. Okay, now you have to go, go, go. So you can really move things forward simultaneously doing multiple different projects for the same proposal.