use case
Prepare solar operations for multi-location growth
Assess entities, branches, warehouses, territories, roles, shared services, local exceptions, and consolidated reporting before expansion.
01
Standardize what must be shared before adding locations
Growth introduces entity, branch, warehouse, permission, local workflow, and reporting questions that need explicit ownership.
- Entity and branch model
- Territory and warehouse
- Role and shared service
- Local exception and consolidated view
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Legal entity and branch
- Customer, project, and territory
- Warehouse, purchasing, and inventory
- Role, approval, and reporting hierarchy
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Accounting consolidation
- Regional process variation
- Data access
- Cross-location resource sharing
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What is centralized?
- What may vary locally?
- Who can see each location?
- How are shared records reconciled?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.