Success Story
EASY DONATE
A Case Study on Streamlining Processes for an HBS Solutions Energy Audit Company.
HBS Solutions, a growing energy audit company, faced multiple operational challenges due to manual and inconsistent processes. From inefficient scheduling to complex, error-prone calculations, these issues hampered productivity, increased costs, and affected audit accuracy. Technokeens partnered with HBS Solutions to develop a custom software solution that automated and streamlined the entire audit workflow, improving efficiency, reliability, and customer satisfaction.
The Challenge
The Challenge
Easy Donate, a charity-based platform based in San Francisco, California, sought to increase awareness and engagement for their mission of enabling compassion and inspiring individuals to give back to society. They needed a strategy to effectively communicate their mission and promote their platform across social media. The challenge was to craft a consistent and engaging communication that resonated with their audience and encouraged people to contribute their time, talent, and resources to those in need.
Solution
The Solution
We developed a custom social media management strategy focused on highlighting the core values of compassion, gratitude, love, and life experiences. The goal was to create engaging content that would resonate with the target audience, encourage interaction, and amplify the brand message. The strategy included:
- Tailored Social Media Campaigns: Designed to communicate the platform’s mission and connect with users emotionally.
- Monthly Content Plans: Created to drive awareness and engagement, focusing on how the platform fosters compassion and gratitude among communities.
- Engaging Stories: Content was developed around personal experiences of compassion, gratitude, and helping others.
- Landing Pages: We designed specific landing pages for volunteers and people wanting to help others through the platform.
- Brand Video: A brand video was created to highlight the key features of the platform and was central to the brand’s messaging.
- Targeted Social Media Posts and Ads: Focused on increasing visibility and interaction with the relevant audience.
- Community Engagement: We initiated conversations in related groups and forums about compassion, gratitude, love, and community support.
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Challenges
- Inefficient Scheduling of Audits
The audit scheduling process was entirely manual, requiring significant time and coordination. Frequent delays and rescheduling negatively impacted productivity and customer experience. - Inconsistent Calculation Templates
Energy Conservation Measure (ECM) calculations were done using various Excel sheets without a standard template. Different employees used customized formats, leading to data inconsistency and frequent errors. - Complex, Error-Prone Calculations
Each ECM involved unique formulas. Manual calculations in Excel were complex and highly susceptible to human error, risking the quality and reliability of audit results. - High Operational Costs
Manual processes for scheduling, calculations, and data management demanded more manpower and oversight, increasing overall operational costs and lowering efficiency. - Manual Utility Coordination
Communication and report submissions to utility companies were handled manually, slowing down approvals and creating additional administrative burdens. - Data Management Challenges
With no centralized system, managing the growing volume of audit data—photos, unit details, and project files—was difficult. This resulted in version control issues, data loss risks, and inefficiencies in data retrieval.
Solution
Technokeens delivered a custom cloud-based software solution hosted on AWS, designed to automate and optimize every aspect of the energy audit workflow.
- Custom Software Development on AWS
A scalable and secure cloud infrastructure ensures high performance, data protection, and flexibility for future expansion. - Role-Based Secure Logins
The system features role-based access controls, allowing administrators to assign permissions based on user roles, enhancing security and operational clarity. - Centralized Data Management
All audit-related data—unit details, photos, site notes—are stored in a centralized, structured database, enabling easy access, better version control, and reduced data loss risks. - Automated ECM Calculations
Manual Excel-based ECM calculations were replaced with automated backend logic. This not only reduced human errors but also improved the accuracy and reliability of audit outputs. - Standardized Templates
Built-in ECM templates ensure standardized, uniform calculations across all audits, eliminating inconsistencies and simplifying internal reviews and audits. - Automated Report Generation and Utility Submission
Audit reports are automatically generated and can be submitted directly to utility companies via email, streamlining communications and saving time. - Mobile Application for Field Engineers
Technokeens also developed a mobile companion app. Engineers on-site can now view project details, perform calculations, upload photos, and submit reports in real-time, improving field efficiency and data accuracy.
#1 Assemble the right team
We handle all aspects of vetting and choosing the right team that you don't have the time, expertise, or desire to do.
#2 Sprint planning
Sprint roadmap is a collective planning effort. Team members collaborate to clarify items and ensure shared understanding.
#3 Tech architecture
We break monolithic apps into microservices. Decoupling the code allows teams to move faster and more independently
#4 Standups & weekly demos
Standups, weekly demos, and weekly reviews make sure everyone is on the same page and can raise their concerns.
#5 Code reviews
Code reviews before release help detect issues like memory leaks, file leaks, performance signs, and general bad smells
#6 Iterative delivery
We divide the implementation process into several checkpoints rather than a single deadline.
Impact
Key Highlights
- Increased Awareness: The campaign successfully raised awareness about the platform, showcasing how it helps people in need and promotes compassion within communities.
- Organic Reach: Achieved an organic reach of 20k+ and consistently increased organic page likes by 35% on a monthly basis.
- Social Media Engagement: Monthly profile visits and engagements exceeded 5K+ on both Facebook and Instagram, improving the platform’s overall presence and interaction.
- Emotional Connection: The content resonated deeply with users, fostering a sense of community and inspiring individuals to contribute their time, talent, and resources to those in need.
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