Overview
The client is a mid-sized distributor specializing in energy management, building controls, automation, and gas detection systems for the commercial HVAC industry. With a broad footprint across 17 branches, they needed custom digital tools to streamline customer engagement and internal operations.
Project: Partner Training Calendar & Registration Application
Challenge
The client needed an intuitive, scalable platform to manage and promote training sessions across 17 branches. The solution needed to support flexible event content, dynamic filtering, event registration, and seamless integration with their existing website and systems.
Solution
Ten24 Group developed a robust Training Management Calendar as a lightweight JavaScript Web Component that seamlessly integrates into the client’s website and connects with HubSpot for event registration. The platform provides monthly and list-based calendar views, detailed event pages, live and on-demand training options, branch-specific organization and color coding, and powerful search and filtering by event type, branch, vendor, and keywords. Users can easily share events, add them to their calendars, and access unique event URLs, while administrators can manage events through a dedicated backend and create rich, engaging content using a WYSIWYG editor.
Project 2: Quote Approval Application
Challenge
The client needed a seamless way for customers to view, manage, and approve sales quotes directly through their online accounts, while keeping quote data synchronized with their ERP system in real time.
Solution
Ten24 Group developed a Quote Approval App as a lightweight JavaScript Web Component that integrates directly into the client’s eCommerce platform. The solution uses Single Sign-On (SSO) to authenticate users and connects with the ERP to retrieve and manage open quotes. Customers can view, download, and print quote PDFs, submit revision notes, approve quotes, and attach supporting XLS, Word, or PDF documents. Approved quotes can be automatically converted into orders within the ERP, creating a streamlined process from quote to purchase.
Results
- Improved efficiency in customer training registration and tracking
- Streamlined internal quote management and customer approvals
- Enhanced customer experience through self-service tools
- Reduced manual input and support load for staff
