Problem
The Cost of Fragmented Operations
YES Energy Solutions, a fast-scaling Energy services firm in the UK, was struggling under the weight of disconnected systems and redundant processes. Their reliance on Sage 200, Sage CRM, and improvised Excel solutions had grown untenable.
Data silos were everywhere—customer records scattered across Sage CRM, SharePoint and local spreadsheets. Teams lost hours reconciling data and validating reports, leading to misalignment, delays, and operational fatigue. Their current tools couldn't scale to match the business's evolving needs, which included managing thousands of repetitive but nuanced projects annually.
The emotional toll was clear. Leadership needed a flexible, scalable system that wouldn’t lock them into rigid workflows or require months-long ERP implementations.
Q1
Solution
Transforming Workflows at the Speed of Need
SmartSuite was introduced as a no-code, low-disruption alternative. Client intake to multi-stage contractor management - could be built and scaled rapidly.
Katie highlighted the importance of real-world clarity: “If you can show me a suite that manages our customer journey and enables reporting—that's a success.”
SmartSuite delivered on that with:
- Relational CRM and project tracking that links customers, jobs, contracts, and contractors across dynamic data views
- Granular permissions and client portals that allow external contractors or councils to view only what they’re authorized to see
- Dynamic dashboards for executives and team leads, showing real-time status, financials, and exception-based reports
- Automation and smart forms that reduce manual effort and trigger downstream tasks across teams
Q2
Results
Precision, Visibility, and Seamless Execution
YES Energy's journey with SmartSuite has already demonstrated transformative potential. The team now has a platform that scales with their ambitions—capable of handling tens of thousands of jobs, integrating seamlessly with tools like Sage 200, and delivering real-time operational clarity across all departments.
One major outcome is the alignment of fragmented teams into a single source of truth. From customer onboarding to multi-contractor task management, SmartSuite now orchestrates processes that were previously managed via email, calls, and overlapping spreadsheets.
Additionally, YES Energy can now provide tailored client and council-facing dashboards, automate document workflows, and configure user views down to the field level. From end-user simplicity to executive-level reporting, the solution fits like a glove.
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