Customer Stories
Time-Consuming Manual Data Entry
Energy Back Office relied heavily on manual data entry, pulling PDF statements from various sources and inputting them line by line into their systems. This process was not only time-consuming but also prone to errors that could derail entries.
The team often spent days working on statements that were hundreds of pages long, which drained productivity and morale. The lack of centralized access to client data made it difficult to maintain consistency across accounts, and onboarding new clients meant potentially hiring and training additional staff.
Centralized Access and Streamlined Workflows
Energy Back Office adopted EnergyLink to centralize client data and automate key processes. By setting up an agent portal, they gained access to Excel and CDEX exports, eliminating the need for manual data entry and enabling a more streamlined approach to managing JIBs and revenue statements.
Scalable Growth Without Added Headcount
The impact of Enverus was immediate and measurable. Tasks that previously took an hour were reduced to five minutes, freeing up time for quality control and strategic work. The team was able to onboard new clients without increasing headcount, thanks to the efficiency gains.
Beyond operational improvements, the shift also boosted employee morale. The reduction in tedious tasks helped alleviate burnout and made daily work more enjoyable.
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