EnerKey

Utilizing CRM systems and customer data to their full potential

EnerKey (former Enegia) is a company providing energy efficiency and energy management services. We have helped EnerKey to combine, standardize and simplify business processes and systems in a post-merger situation.

  • Developing and implementing basic Master Data Management processes; defining and deduplicating master data
  • Data migration and metadata insertion into a document management system
  • Developing CRM system to better support the end-to-end process from new customer acquisition all the way to delivery management
  • Modelling customer and location data (one-to-many relationship) and automatizing their management in CRM systems

www.enerkey.com

1 million
Migrated records
35 000
Combined customer records
100 000
Files under document management
9
Customer grade for the partnership
”Sparta has delivered exactly the services we have needed and wanted. They have provided expertise especially in the domains of customer and master data management. The best thing about working with them is that everything works out. Whatever you ask for in their area expertise, the service is delivered in a flexible, agile and swift manner. We have always gotten the results we have expected.”
Katri Honkonen
Chief Operating Officer, EnerKey

define

  • Analyzing existing CRM systems and the data they include
  • Mapping the end-to-end process from sales to delivery, including what tools are used and which of their functionalities are utilized

depict

  • Mapping and depicting customer data requirements
  • Defining practical business process based requirements for customer data migration

implement

  • Utilizing and defining software robotics to migrate large amounts of customer data en masse, overseeing the robotic functionalities in the actual migration
  • Creating capabilities to propagate customer orders to multi-address delivery processes

monitor

  • Ensuring the functionality of end-to-end from order to delivery process
  • Training process owners and admin users to use the new procedures
  • Controlled shutdown of selected systems and migrating their data to the new environment

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