How we reduced report times for Oceania’s largest commercial solar vendor
A governed workflow that pulls together data from site forms, vendor portals, document libraries, and field photos into a single client-ready report.
The brief
Our client is one of Oceania’s largest commercial solar vendors. They run a portfolio of Power Purchase Agreement (PPA) sites where field technicians visit each asset on a regular cadence, capture maintenance and performance data, and turn that data into client-facing and internal reporting.
Where they started
Before Fuze, reporting data was scattered across multiple folders and portals. Site technicians took photos and filled out paper forms during site visits, then typed everything up. Reporting for each site took 1-4 days, with technicians manually entering site data, navigating several portals to extract performance data and take screenshots, pulling from different tester spreadsheets, and formatting each report to look consistent and client-ready.
What we built
- One workflow template per site type. Duplicated and customised for each site.
- The same forms the team already trusts, now digital and handled once. Completed on site and automatically formatted with brand guidelines.
- OCR on the photo evidence, so meter values and tester information are no longer manually typed.
- Vendor portals, spreadsheets, forms, photos, and the client report template, all inside one workflow.
How the workflow runs
On site, technicians complete a digital maintenance form, working through the asset checklist and taking photos of the meters and panels. Fuze reads the meter values off those photos, fills in the matching fields, and routes any low-confidence readings to a human reviewer for approval.
The reporting workflow uses web agent to gather remaining data from portals then assembles the form and portal data, OCR-extracted readings, photos, and technician notes into a single client-facing report.
What changed for the business
The platform now handles reporting demand that grows with the portfolio without overwhelming the team. New sites re-use existing workflows with minimal configuration.
For technicians, the visible change is simple: less repetitive and tedious document wrangling after a site visit, more time on the next asset. For operations leadership, the change is structural. Reporting has moved from a scattered, manual, double-handled cost centre to a governed automation that scales with the business.
Figures reflect the in-production deployment at the time of writing. Client name and site identifiers are withheld for client privacy.
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