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Client Engagement Energy

Cloud Data Platform & Solar Operations Intelligence

How Tech Stack Playbook built an AWS-native data platform, real-time API layer, and executive analytics dashboards for Solerro — unifying fragmented CRM data into a single source of truth for solar operations.

Multi-CRM
Data Unification
Real-Time
Pipeline Tracking
QuickSight
Executive Dashboards
Bidirectional
API Sync
Executive Summary

Overview

Solerro is a SaaS platform for the solar industry helping businesses simplify operations and maximize profit per installation. As the company scaled, operational data became fragmented across multiple CRM systems, project management platforms, and cloud environments — making unified pipeline visibility impossible.

Tech Stack Playbook built the data infrastructure layer: a serverless API on Lambda, PostgreSQL on RDS, real-time CRM synchronization, QuickSight dashboards, event-driven phase tracking, and a multi-account AWS architecture.

The Challenge

Fragmented Data Landscape

Solerro's business runs on data — project phases, financing terms, equipment specs, and profitability calculations — but it was scattered across disconnected systems with no unified way to query, visualize, or act on it.

  • Project data lived in multiple systems (Scoop, Aurora Solar, GCP) with no unified query layer
  • No pipeline visibility — leadership couldn't see bottlenecks or stage durations
  • No analytics infrastructure — no dashboards, no KPIs, no performance tracking
  • Fragile Zapier integrations creating opaque, brittle data flows
  • No API layer for programmatic data synchronization across systems
  • No AWS foundation — no account structure, no identity management, no IaC
What We Delivered

AWS Data Platform & Intelligence Layer

The engagement scope evolved from focused visualization into a multi-system integration platform with bidirectional APIs and event-driven architecture.

01
AWS Foundation
Multi-account architecture, IAM Identity Center, automatic 58-day secrets rotation, and RDS PostgreSQL as the consolidated data store.
02
Serverless CRUD API
Lambda-based API with dual-write capability, webhook ingestion, API key auth, and 100+ field data model per project.
03
CRM Integration (Scoop)
TypeScript utility reverse-engineering sparse API docs, handling pagination, nested JSON normalization, and bidirectional sync.
04
Event-Driven Phase Tracking
SQS + Lambda pipeline capturing phase changes with duration tracking and real-time Slack notifications.
05
QuickSight Dashboards
Pipeline distribution, financial analytics, team performance, equipment tracking — all auto-updating from the live database.
06
Multi-Cloud Architecture
GCP as operational source, AWS as analytics/integration layer — designed to leverage existing infrastructure investment.
Key Insight
Solerro's COO has publicly credited the engagement as a foundational investment in the company's operational infrastructure.
Results

Outcomes & Business Impact

Single Source of Truth All project data unified in RDS with real-time sync from multiple CRM systems.
Executive Pipeline Visibility QuickSight dashboards showing project distribution, bottlenecks, and financial metrics.
Bidirectional API Sync Projects created and updated in both AWS and Scoop through a single API call.
Phase Duration Intelligence Tracking how long projects spend in each stage to surface operational inefficiencies.
Technical Stack

Technologies Used

AWS Lambda Amazon RDS PostgreSQL Amazon SQS QuickSight Secrets Manager IAM Identity Center TypeScript Slack API Scoop API