Case Study: Solar Home Solutions Provider achieves automated lead-to-invoice workflow and 1,000+ partner onboarding with Happiest Minds

Lead, Order and Billing Cycle Management for top Electronics, IOT and Solar Home Solutions Provider

Happiest Minds worked with a leading electronics, IoT and solar home solutions provider to streamline the lead-to-cash process. The client required an online, automated workflow for lead management, contract update and storage, order creation and billing, and timely notifications to sales, customer relations and partners through invoicing.

The team implemented NetSuite customer forms and SuiteScripts, Mulesoft middleware, Magento commerce and Okta SSO (with DocuSign integration) to automate lead-to-partner conversion, quote/order creation and billing. The solution enabled smooth partner onboarding (1000+ partners), organized contract management, stakeholder notifications, and Agile test automation via Jenkins and Jira.