Sustainability · Operations · Automation
Subsidies & sustainability at scale
Information managerHomeownersAdvisors & contractorsSubsidy authoritiesOperations lead
End-to-end automation for high-volume property assessments and subsidy workflows.
Supported a sustainability operator in scaling by designing and automating end-to-end processes, so high-volume property assessments, improvements and subsidy workflows could be handled with a minimal operational footprint. From first scan to delivered result, with the paperwork handled.
- Properties in portfolio
- 400
- Lead prescan to first contact
- Same day
- Throughput per FTE
- 4×
What the work included
- Mapped the full lifecycle — intake, property assessment, quote, installation, subsidy application and reporting — and automated the hand-offs between them.
- Enabled a small team to process a high volume of property assessments and improvements without proportionally growing headcount or overhead.
- Aligned advisors, contractors and the subsidy funding windows into one workflow, roughly halving the lead time from scan to delivered result.
- Built the paperwork and compliance trail into the process itself, so subsidy applications go out complete the first time.