Trained Once. Running Independently Ever Since.

How VoltX Energy self-implemented OneKloudX Kanban Boards
for installation pipeline, and went live in under a week.

< 1 wk

From signed agreement to live production
1

Training session,then
VoltX built it themselves

6

Pipeline stages visible in real time

THE CHALLENGE

Visibility that required effort to find is not really visibility at all

VoltX Energy runs a NetSuite-enabled operations team managing its residential solar and battery installation projects. With a growing volume of jobs moving through the pipeline at any given time, from initial planning and scheduling through to on-site installation and completion, the operations team needed a way to see everything at once, not just query the system when they thought to look.

VoltX Energy’s operations team was using NetSuite to manage its installation projects, but the platform’s standard views were not designed for operational management at this pace. Planners, coordinators, and operations managers had to actively query the system to find out where things stood, rather than the system surfacing the information they needed the moment they needed it.

What VoltX needed wasn’t a new system or a complex implementation. It was a visual layer they could configure themselves, deploy fast, and adapt as the business grew, without depending on a developer or a partner every time something changed.

AT A GLANCE

The specific requirements were straightforward:

  • A real-time visual view of every installation job across every stage of the delivery lifecycle, inside NetSuite

  • The ability to spot bottlenecks and delayed jobs immediately, without building manual reports

  • A platform the internal team could configure and maintain themselves, without ongoing development

  • Fast time to value, the team did not have months to spend on an implementation project

THE SOLUTION

Two systems, one deadline,

and no margin for disruption

The entire opportunity from first contact to signed agreement took less than a week. From there, the engagement was deliberately lean: OneKloudX trained VoltX Energy’s internal NetSuite consultants on the Kanban Boards solution, provided configuration documentation and practical examples, and then stepped back.

VoltX Energy did the implementation themselves.

Throughout the engagement, OneKloudX remained available and responsive, typically responding to questions within 20 to 30 minutes. But the heavy lifting, the board design, the pipeline configuration, the production rollout, was done entirely by VoltX Energy’s own team. That was always the intention, and the solution was built to support exactly that outcome.

Case Study Icon - Industry

The Installation Pipeline, Configured by the Team
Who Run It

VoltX Energy configured the Kanban Boards to give its operations team a real-time visual view of every installation job across six stages: jobs awaiting scheduling, planned installations, work currently in progress, installations awaiting completion, completed projects, and operational exceptions requiring action. Because the team built the boards themselves, every stage reflects how they actually work, not how a consultant interpreted their requirements.

Design and develop

Product Enhancements, Driven by Real Use

As VoltX Energy used the product in practice, OneKloudX enhanced it in direct response to their feedback, including increasing board capacity, improving Google Maps integration, and refining address mapping functionality to support field scheduling. The product evolved alongside the team’s real operational requirements, not just the ones initially discussed.

Icon showing accuracy in financial data and real time reporting in NetSuite spend management

Already Expanding

VoltX Energy is now in production and running the Kanban Boards independently. They have since set up a second Sandbox environment to configure additional boards for new use cases, expanding the solution on their own terms, at their own pace, without needing to re-engage OneKloudX to do it for them.

“The solution has greatly helped accelerate our progress and implementation timeline. The product has been helpful, and we appreciate the OneKloudX team’s support throughout.”

– Oliver Geluz, VoltX Energy

THE RESULTS

Live in under a week, self-sufficient from day one

VoltX Energy went from first conversation to live production deployment in under a week, with their own team doing the implementation. They have not needed to return to OneKloudX to maintain or adapt the platform since. That is what a well-designed, genuinely configurable product looks like in practice.

Live in under
a week

From signed agreement to production deployment in less than a week, with VoltX Energy’s own team doing the implementation after a single training session from OneKloudX.

Self-sufficient from
day one

VoltX Energy’s internal NetSuite consultants configured, deployed, and manage the Kanban Boards entirely on their own. No ongoing development dependency, no returning to OneKloudX to make changes.

Full pipeline, visible
at a glance

Every VoltX Energy installation job, across every stage of the delivery lifecycle, is now visible in real time. Planners and coordinators can see where things stand the moment they open the board.

Already expanding independently

VoltX Energy is now configuring additional boards in a second Sandbox environment for new use cases, growing the solution on their own terms without re-engaging a partner to do it.

Bottlenecks caught before they become problems

Delayed jobs and operational exceptions are surfaced immediately. The team acts on issues before they affect customers, rather than identifying them after the fact.

Spreadsheets and manual reporting, gone

The manual overhead VoltX Energy was maintaining alongside NetSuite to track installation progress has been replaced entirely by the Kanban Boards.

“We’re happy to support OneKloudX as a reference customer. The product has been helpful, and we appreciate the team’s support throughout our implementation.”

– Oliver Geluz, VoltX Energy

A product built to be owned by the people who use it.

See how Kanban Boards could give your NetSuite team the same real-time visibility.

Download the full case study to see exactly how VoltX Energy streamlined their operations with KanBan Boards.

VoltX Case Study |OneKloudX NetSuite KanBan Boards
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