Digital transformation for Efektivní dům s.r.o.
It is now possible to generate a quote in PDF format directly at the customer's premises, without having to wait for it to be prepared by the sales department from the documents sent.
Based on the specified parameters of the house, the system generates a clear PDF with a selection of the most suitable PV solution in exchange for the specified e-mail address.
The only comprehensive solution in the Czech Republic.
Reliable connections to external client systems.
Initial Situation
Vision
Based on the identified needs, Efektivní dům s.r.o. formulated a vision to create a comprehensive solution that would include:
- A representative website that would clearly present the entire portfolio of services and technologies.
- Interactive questionnaires to help potential customers identify technologies and solutions suitable for their specific situation.
- A client section where registered customers could:
- Request meetings with experts.
- Order additional services.
- Track the status and history of their orders.
- Access documentation for their projects.
The company did not have a comprehensive web solution, only individual landing pages for different technologies. This fragmentation made it impossible to effectively present the entire portfolio of services and technologies offered in one place.
Without interactive tools for specifying customer needs, the process of selecting suitable technologies for a specific house or project was lengthy and demanding for both customers and the company's sales team. Customers often did not have a clear idea of which technologies would be most suitable for their situation.
Creating individual price quotes was a time-consuming process based on complex Excel spreadsheets with calculations. This required manual processing by the sales team, caused delays in communication with customers, and increased the risk of errors in the preparation of quotes.
The company lacked a unified system for managing information about clients and their projects. Data was often scattered across different tools and documents, which complicated the overview of the status of individual orders and made effective communication with clients difficult.
Vision of digital transformation of business processes
As a specialist in energy-efficient technologies, Efektivní dům s.r.o. came up with a clear vision for the comprehensive digital transformation of its business processes. The company's management realised that in order to grow further and streamline its work, it needed not only a comprehensive website, but above all a sophisticated information system that would connect all aspects of its business – from the first contact with the client to the implementation of the project.
Goals
Sophisticated information system.
Overview of all enquiries and orders.
Meeting planner for the sales team.
Tools for consulting client documents.
System for distributing enquiries among individual employees.
Automatic generation of PDF quotations based on complex calculations.
Our Solution
Backend
Built on PHP 8 using the Nette Framework, which provides powerful tools for enterprise application development and robust security.
Database
MySQL – ensures reliable storage and management of all system data
Search and filter
Implementation of ElasticSearch for fast and efficient searching and filtering of offered PV systems and other products
Asynchronous processing
Symfony Messenger for background tasks (PDF generation, data processing)
Caching and session management
Redis for session storage, caching, and as a transport layer for message queues
Front end
Modern responsive design implemented using HTML5, CSS3 and JavaScript
Consultation, planning
Analysis of the client's idea and requirements, feasibility consultation, and proposal of suitable technologies.
Iterative development and testing
Gradual improvement of the system, regular feedback, adjustment of the plan according to current needs.
A/B testing
Implementation and testing of landing page variants, optimisation of sales channels and evaluation of the effectiveness of individual solutions.
Decision-making process
Analysis of the success of implemented features and further expansion, abandoning ideas that did not bring the expected results.
Continuous improvement
Regular system updates and optimizations, implementation of new features based on feedback.
External systems
Integration with external systems such as Raynet CRM, Bulkgate, Ares, etc.
Complexity of the system
The necessity of coordinating the development of many interconnected modules.
Integration of existing calculations
Ensuring the smooth functioning of original Excel spreadsheets in the new environment.
User interface
Creating an intuitive environment for complex technical calculations and processes.
System performance
Optimised for fast response times even when processing demanding operations simultaneously.
Close cooperation with the client
Regular communication and client involvement in the decision-making process.
Flexibility
The ability to adapt to changing requirements and priorities.
Emphasis on testing
Thorough testing of every new feature before deployment.
Data-driven approach
Decision-making based on objective data, not assumptions.
Gradual deployment
Prioritising functionalities and gradually putting them into operation instead of trying to deliver everything at once.
1. Website
The company's website serves as a showcase for the services and technologies it offers. It provides visitors with clear information about photovoltaic systems, heat pumps, controlled ventilation, smart homes and other products on offer. The website is search engine optimised (SEO) and responsive for viewing on all types of devices.
2. Interactive questionnaires
A key part of the solution are sophisticated interactive questionnaires implemented in JavaScript, which guide the customer through the process of selecting the appropriate technology. The questionnaires are designed to:
- Gradually obtain the necessary data about the user's home or project
- Insert the collected data into complex calculations
- Determine which technologies are suitable for the given situation
- Evaluate eligibility for subsidies
- Provide the user with immediate feedback
This interactive approach greatly simplifies technically complex issues for customers and helps them make informed decisions.
3. Generating PDF quotations
- One of the most technologically challenging aspects of the project was the automatic generation of personalised price quotations. The innovative solution we implemented consists of:
- Directly using the client's existing Excel spreadsheets with calculations instead of rewriting complex logic into program code
- Inserting calculated values into HTML templates
- Generating PDF documents using a Chrome headless server
This approach offers several significant advantages:
- Preservation of designers' know-how in the original Excel spreadsheets
- Easy and quick adjustments to calculations when legislation or parameters change, without the need to modify the code
- Consistent appearance of generated offers
Due to the time-consuming nature of generating PDF documents, it was necessary to implement asynchronous processing that runs in the background. This means that users do not have to wait for the process to complete and can continue working with the system, while being notified as soon as their quote is ready.
4. Client section
The client section provides registered customers with a personal space where they can:
- Track the status of their orders and their history
- Enter their house parameters for calculations and analyses
- Calculate the estimated heat loss of their house or its electricity consumption
- Order additional services from the company's portfolio (e.g. studies for new buildings, heat loss calculations)
- Schedule appointments with specialists
- View the history of your enquiries and communications
- Access generated offers and documentation
The section also includes a clear visualisation of the basic parameters of the house, the option to order services online, and quick access to support.
5. Project phase
6. CMS system
The administration system is the nerve centre of the entire solution and provides Efektivní dům s.r.o. employees with comprehensive tools for managing business processes:
- Order management – overview of current and archived orders with filtering and search options
- Client management - database of clients and their projects
- Quotation creation - tools for manual and automatic generation of price quotations
- Scheduler - organisation of meetings and consultations with notifications
- Communication tools - system for sending and tracking emails and SMS messages:
- Automatic emails (onboarding, order confirmations)
- Marketing emails including conversion tracking
- Scheduled SMS reminders
- Project evaluation - specialised modules for evaluating PV, HVAC (heating, ventilation and air conditioning) and other types of projects
- Specialist management – assigning projects to specific experts
7. External systems
An important part of the implementation was integration with external systems, which expanded the functionality of the solution and ensured a smooth flow of data between different platforms.
- Synchronisation of customer data.
- Automatic transfer of information about new enquiries.
- Tracking business opportunities across systems.
- Implementation of bulk SMS notifications.
- Automatic reminders and information messages for clients.
- Integration with the Administrative Register of Economic Entities.
- Automatic completion and verification of company data.
- Advanced tracking of user behaviour.
- Analysis of conversion paths and marketing campaign effectiveness.
- Website optimisation based on acquired data.
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