Solar Energy Partners (SEP) operated with numerous moving parts and multiple spread sheets, with no centralized information management system. They were unable to give permissions to executives who wanted to see reports, it was a teams job to pull this information and present it to managers and executives when asked. Tasks such as this were done manually. SEP moved to Stacker, a centralized location for all data that allowed specific access across the company.

"Stacker is the backbone of our operations, all facets of our company rely on Stacker for streamlined processes and enhanced efficiency. It is one central location all of our data to live."

Sam

For instance, the sales team utilizes it as a CRM, "it is the only CRM our company uses" Sam says. Teams can track their accounts, revenue and follow up when needed. Managers leverage Stacker's clear dashboards to drive incentive programs and obtain actionable insights.

"Not everyone is tech savvy, having a simple way for people to view essential information easily was important", Sam says, Stacker solved this issue with visual dashboards and permissions that limit what can be seen by different roles in the company. Making it easy to put all of their information in one place and know only those who should see it, will.

For the finance team this was a big deal! Sam explains how the finance team benefits from the clarity for their contract workers, "Stacker drastically improved our ability to do remittances (for contractors), we are now able to show reps on a weekly basis what accounts they have been paid for". This information is all live in their profiles that they can accessed at any time.

SEP's days of manually pulling data for executives were over, they could now pull any information needed in the middle of a meeting without asking for help. Executives could see reports in real time and continue presentations without pause. With less manual data entry, streamlined reporting, and a centralization of information teams could now focus on other businesses processes.