One investment case, followed from a cooperative's first sign-up to the end of life of the equipment. Nine kinds of sign-in take part, and each one sees only its own part of the work.
The status is what the case shows on screen at that point.
The applicant signs up and describes the project. On submitting, the platform lists anything missing and quietly checks the business registration. If the registry cannot be reached, nothing is blocked.
Also involved: Advisor
A reviewer checks the case is complete. If not, it goes back to the applicant with a question. If yes, it is routed to a qualified supplier that serves the district and the technology.
Also involved: Client Advisor Compliance
The supplier sizes the system and prepares a quotation, usually with an alternative option such as a larger tank with battery backup.
Also involved: Reviewer
The reviewer compares the options and asks for changes or approves one. The approved option becomes the case's eligible cost.
Also involved: Supplier
The advisor assembles grant, contribution and loan against the eligible cost. Problems are flagged before submission. Each institution then receives its own dossier.
Also involved: Client Financier
Each institution decides for itself. If part of the money is missing, the case goes to remediation until the gap is closed, and then to contract.
Also involved: Advisor Client
The financier sets milestones. When the first is released, the supplier is told to start.
Also involved: Supplier Client
The supplier installs and registers the equipment. Support requests a commissioning inspection. The inspector logs defects, the supplier fixes them, and the system is accepted with a certificate.
Also involved: Inspector Support Client
Maintenance is scheduled and tickets are answered. The supplier scorecard builds from real behaviour. At end of life, each asset is repurposed, taken back or recycled.
Also involved: Supplier Support Inspector Operator (Admin)
● moves the step forward ○ is told or asked to take part
| Step | Client | Advisor | Reviewer | Compliance | Support | Operator (Admin) | Supplier | Financier | Inspector |
|---|---|---|---|---|---|---|---|---|---|
| 1. Apply | ● | ○ | · | · | · | · | · | · | · |
| 2. Screen and route | ○ | ○ | ● | ○ | · | · | · | · | · |
| 3. Design and quote | · | · | ○ | · | · | · | ● | · | · |
| 4. Review the quotation | · | · | ● | · | · | · | ○ | · | · |
| 5. Build the finance stack | ○ | ● | · | · | · | · | · | ○ | · |
| 6. Decide | ○ | ○ | · | · | · | · | · | ● | · |
| 7. Release the money | ○ | · | · | · | · | · | ○ | ● | · |
| 8. Install and inspect | ○ | · | · | · | ○ | · | ● | · | ○ |
| 9. Operate and close | ● | · | · | · | ○ | ○ | ○ | · | ○ |
Every kind of user has a demo sign-in. Use one to see that part of the system; the password is the same for all of them:
password
The cooperative or business asking for an energy investment.
Demo sign-in
Email client@example.com
Password password
Helps applicants prepare a strong case and assembles the money.
Demo sign-in
Email advisor@example.com
Password password
Screens cases and checks quality before money is involved.
Demo sign-in
Email reviewer@example.com
Password password
Keeps the programme clean and accountable.
Demo sign-in
Email compliance@example.com
Password password
Watches delivery and the service after handover.
Demo sign-in
Email support@example.com
Password password
Runs the programme and sees everything.
Demo sign-in
Email operator@example.com
Password password
The renewable-energy company that designs, sells and installs.
Demo sign-in
Email supplier@example.com
Password password
A bank or fund that decides on its own part of the money.
Demo sign-in
Email financier@example.com
Password password
Checks the work on site and closes the loop at end of life.
Demo sign-in
Email inspector@example.com
Password password