Tauber Solar & INKUBIT: A bright future through digital transformation

Customer TAUBER-SOLAR Holding GmbH
Industry Energy
Requirements
  • Introduction of a solution based on the Power Platform, which is strongly adapted to the business model of process financing
  • Integration with website processes to handle customer inquiries and files
  • Automation of common business processes
  • Management reporting and analytics for real-time valuation of financial projects
Solutions Azure Integration ServicesDynamics 365 Customer ServiceDynamics 365 Field ServiceDynamics 365 SalesPower BIPower Platform

In the era of renewable energies, the digital transformation at Tauber Solar with INKUBIT is a decisive step for sustainability, efficiency and scalability. The Tauber Solar Group, a pioneer in the development, planning and operation of photovoltaic systems, was faced with the challenge of optimizing its operating processes in order to live up to its claim as one of the leading companies in the industry.
With INKUBIT as a partner, Tauber Solar chose a path that went far beyond standardization and relied on a comprehensive digitalization strategy that encompasses the entire value chain. The digital transformation at Tauber Solar has not only revolutionized the efficiency of processes with INKUBIT, but also strengthened its market presence.

The Challenge: Scalable Solutions for Business Growth

Despite the apparent simplicity of solar energy, the industry is characterized by complex processes and the need to continuously increase innovation and efficiency. Tauber Solar was challenged to streamline its business-critical processes in sales, investor management, contract management, and support, while ensuring scalability and flexibility.

INKUBIT's solution: A comprehensive digital ecosystem with the power of Dynamics 365

INKUBIT responded to these challenges with a carefully curated selection of Microsoft technologies that enabled a holistic digitalization and automation of Tauber Solar’s business processes. Dynamics 365, supplemented by the Power Platform, Power BI, Azure Integration Services and other key technologies, provided the ideal basis for the digitization and automation of Tauber Solar’s process landscape. With these Microsoft technologies, the digital transformation succeeded:

Dynamics 365 Sales Enterprise: An advanced customer relationship management (CRM) system that helps sales teams make their interactions with customers more effective. For Tauber Solar, this meant the ability to streamline the sales cycle, from lead capture to closing, and gain a 360-degree view of customer interactions.

Dynamics 365 Customer Service: This platform provides tools to manage and improve the customer service experience. Tauber Solar uses it to process inquiries quickly and efficiently, increase customer satisfaction and foster long-term relationships.

Dynamics 365 Field Service: This module streamlines field service management through improved planning, resource allocation, and on-site customer service. For Tauber Solar, this was crucial for proactive maintenance and increased efficiency of the field service.

Power Platform: A suite that enables business application creation, process automation, and business data analysis without the need for extensive coding. Tauber Solar benefited from this flexibility through customized solutions that are specifically tailored to their needs.

Power BI: A powerful business intelligence tool that enables the analysis and visualization of data. For Tauber Solar, this meant the ability to monitor the performance of photovoltaic systems and make informed decisions based on real-time data.

Azure Integration Services & SQL Server Integration Services (SSIS): These services enable the integration and synchronization of data and processes across different systems. For Tauber Solar, this was crucial to ensure a seamless connection between their photovoltaic systems and the central Dynamics 365 platform.

MSCRM Addons Documents Core Pack: An extension for Dynamics 365 that simplifies the automated creation and management of documents. Tauber Solar used this to reduce the time spent on document creation and ensure consistency across all business processes.

SharePoint Online & Microsoft Teams: These tools promote collaboration and information sharing within organizations. Tauber Solar integrated them into their Dynamics 365 environment to streamline the flow of information and improve team communication.

The Results: A Bright Future

Implemented correctly with Microsoft technologies, Tauber Solar was able to transform its business from the inside out. The facts and figures are impressive:

Digitization of all core processes

The comprehensive implementation of Dynamics 365 enabled seamless digitization of processes from financing to billing of photovoltaic systems, with 90% of document processes digitized by the Documents Core Pack.

Proactive maintenance and field service management

With the implementation of Field Service Management, Tauber Solar was able to introduce proactive maintenance signal processing. This approach not only increased field service efficiency by 30%, but also improved customer satisfaction through faster response times and preventative maintenance.

End-to-end process digitization

The integration and digitization of the entire value creation process in a single platform enabled improved control and monitoring of the performance of photovoltaic systems.

Analysis and reporting

By using Power BI within the Dynamics 365 environment, a comprehensive system for analyzing and reporting the performance of photovoltaic systems was established. This enabled Tauber Solar to make data-driven decisions and continuously optimize the performance of its plants.

Efficiency and excellence

Through the introduction of Dynamics 365 and accompanying technologies, Tauber Solar achieved significant improvements in several key areas:

Increased process efficiency: The structured and scalable application of Dynamics 365 led to noticeable improvements in the coordination of sales, investor, contract management and support processes.

Cost reduction: The automation and optimization of processes enabled a significant reduction in operating costs.

Transformation: Digitalization not only transformed internal processes, but also customer and partner management, which enabled Tauber Solar to make its services more effective and customer-centric.

Risk minimization: The improved data collection and analysis supported risk management, especially in the planning and implementation of international projects.

A sustainable path to the future

INKUBIT has successfully driven the digital transformation at Tauber Solar through the implementation of Microsoft Dynamics 365. The successful implementation of this digital transformation shows that Tauber Solar is ready to take on the challenges of the future. The partnership between Tauber Solar and INKUBIT demonstrates how digital transformations in the solar technology industry not only increase efficiency, but also open up new opportunities for growth and innovation. Tauber Solar is now on the threshold of new markets, strengthened by a digital infrastructure that transforms the power of the sun into sustainable success.

Thanks to the comprehensive digitization strategy and the implementation of Microsoft Dynamics 365 by INKUBIT, we were able to significantly optimize our processes. The increase in efficiency in the planning and construction of PV systems, as well as the improved control of communication, service and maintenance processes, have helped us to consolidate our position in the market and to tap into new growth potential.

Arne Weinig
CFA

Tauber Solar’s journey with INKUBIT is more than a success story; it is a guide for the future of solar technology. By overcoming complex challenges and implementing innovative solutions, Tauber Solar has consolidated its position in the market and is ready to lead the solar technology industry into a new era.

Results at a glance

18%

Increase revenue by streamlining the sales cycle and getting a 360-degree view of customer interactions.

40%

Higher quality of leads through more precise capture and qualification of leads.

50%

Save time in document creation through automated document creation and management.

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