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CyberAkanksha
CRM & SaaS· 2024Production System

Aurora: Tailored Operations & Sales CRM

Custom workflow engine unifying solar project bids, contract approvals, and site engineer scheduling.

Replaced disjointed spreadsheets and restrictive SaaS seats with a bespoke Next.js enterprise CRM. Unifies multi-stage engineering bids, customer communications, automated PDF quotes, and role-based approvals.

Client Profile
Commercial Renewable Energy Provider
Engagement Type
Production System
Core Discipline
CRM & SaaS
Timeline
2024
System Architecture Case StudyID: aurora-custom-enterprise-crm
Services Delivered
Custom CRM DevelopmentRelational Database EngineeringUI/UX Design SystemCloud Deployment & Maintenance
Context & Pain Points

The Challenge

The client was paying over $45,000 annually for an enterprise CRM that forced staff to perform 14 clicks to generate a single solar installation proposal. Field technicians struggled with slow mobile web screens, causing data entry backlogs.

Strategic Targets

Core Objectives

Consolidate customer leads, project estimation equations, and site visits into one fast tool
Automate dynamic PDF contract generation with digital e-signatures
Eliminate per-seat recurring subscription fees
Design an ultra-responsive interface with rapid keyboard navigation shortcuts
Execution Blueprint

Approach & Architecture

We mapped the entire commercial lifecycle from preliminary rooftop solar survey to final grid connection. Built a responsive web app with optimistic UI updates, integrated PDF template rendering, and automated stage triggers.

01

Modular state management allowing rapid inline editing of 50-variable solar engineering estimates

02

Event-driven webhook dispatcher sending real-time SMS notifications to field crews

03

High-speed full-text search indexing over 100,000 customer records in under 20 milliseconds

Defensive Security & Compliance Measures

Every engagement incorporates zero-trust engineering standards to ensure data sovereignty, cryptographic integrity, and compliance readiness.

Defense Factor 01
Strict Role-Based Access Control (RBAC) separating sales rep visibility from executive margins
Defense Factor 02
Immutable audit log tracking every price adjustment, quote download, and status change
Defense Factor 03
Automatic session termination on idle devices with biometric WebAuthn support
Results & Verification

Verified Outcomes

$45K Annual Savings

Completely eliminated per-user licensing fees of previous commercial SaaS

4x Faster Proposals

Average quote generation time reduced from 40 minutes to under 8 minutes

100% Adoption Rate

Universal adoption across sales, engineering, and executive leadership

Technologies & Frameworks Utilized

Next.jsTypeScriptPostgreSQLPrismaTailwind CSSRedisResendAWS ECS

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