Integrate.
Automate.
Accelerate.

SolarTechCo.

A new growth story.

Welcome to the SolarTechCo growth journey. This interactive timeline takes you from the moment our fictive company was founded through each stage of maturity, highlighting the key challenges and solutions along the way.

By mapping out typical use cases and the evolving tech stack at every phase, we invite you to walk alongside us—whether you’re just starting out or already scaling—and see where your own organisation might be on a similar path. Explore how early struggles with spreadsheets and chat give way to integrated systems, and discover the tools and practices that help turn first customers into lasting success.


Phase 01

Kickoff (1–5 Emloyees)

⚑ Focus: Document everything, don't miss anything.

Lay the foundation: align the team, structure processes, and prevent early-stage chaos. Typical challenges:

  • Ad‑hoc processes and data scattered across spreadsheets, chats and emails create confusion and knowledge gaps.
  • Limited resources: the same people juggle sales, admin and installation tasks; there’s no dedicated IT or operations lead.
  • Without a central system, follow‑ups slip and cash flow management is manual, threatening early growth momentum.


  • Google Workspace
  • Slack
  • Notion
  • Trello


Descr. 1

  • Skill 1
  • Skill 2


Descr. 2

  • Skill 3
  • Skill 4

Phase 01.1

Communication & Documentation

Align internally via Google Workspace/Office 365 and Slack/Teams; capture all product and project info in Notion.

  • Google Workspace
  • Slack
  • Notion

Phase 01.2

Project Coordination

Track shipments from suppliers and schedule installations with Trello/Asana; let customers book consultations via Calendly.

  • Trello
  • Asana
  • Calendly

Phase 01.3

Finance & Service

Digitize invoices and basic accounting with Xero/QuickBooks; technicians log checklists via Typeform/Google Forms and gather feedback through Loom/Miro.

  • QuickBooks
  • Google Forms
  • Miro


By tackling the foundational issues in Phase 1—centralising communications, documenting every step and automating basic tasks—SolarTechCo ensures that no lead is lost and every customer receives prompt, professional service. A well‑organised start builds trust, turns early enquiries into sales, and lays the groundwork for glowing recommendations that drive future growth.

Kickoff Chaos: Behind the Scenes

At this kickoff stage, SolarTechCo is a four‑person operation wearing many hats. The founder splits time between selling, fundraising and answering customer enquiries; the technician handles early installations; the project manager juggles shipments from overseas suppliers and scheduling field work; and the lone finance admin issues invoices and tries to keep the books straight. Every customer interaction, quote and delivery update is logged in spreadsheets or buried in WhatsApp threads. As the first few projects roll in, it becomes obvious that without a single source of truth and some lightweight automation, important details will get lost, follow‑ups will be missed and the team will burn out. This phase is all about getting organized before the chaos compounds.

Phase 02

Validation (6–20)

⚑ Fokus: Wiederholbare Sales- und Serviceprozesse

Erste Teams entstehen. Reporting und Übergaben werden wichtiger als reine Geschwindigkeit.

Revenue

  • HubSpot Starter
  • Mailchimp
  • Freshdesk

Ops & Finanzen

  • Slack
  • Personio Core
  • lexoffice / Xero

Kriterium: Ein klarer Funnel, der jede Lead-Phase nachvollziehbar macht.

Phase 03

Scale-up (20–80)

⚑ Fokus: Teams synchronisieren & KPIs tracken

Jetzt zählen Governance und klare Verantwortlichkeiten. Tooling muss APIs & SSO bieten.

GTM

  • HubSpot Pro
  • Jira / Linear
  • Chargebee

People & Data

  • Personio
  • Lattice
  • Looker Studio

Kriterium: Echtzeit-KPIs in einem Dashboard für Führung + Investoren.

Phase 04

Expansion (80–250)

⚑ Fokus: Internationale Skalierung & Compliance

Markteintritte verlangen Lokalisierung, Genehmigungs-Workflows und belastbare Integrationen.

Vertrieb + CS

  • Salesforce
  • Gong
  • Zendesk Suite

Backoffice

  • Workday
  • Snowflake
  • OneTrust

Kriterium: Audit-fähige Prozesse + global einheitliche Datenbasis.

Phase 05

Enterprise (250+)

⚑ Fokus: Plattformdenken & Eigenentwicklungen

Sie orchestrieren einen Best-of-Breed-Stack mit Governance, Data Mesh und Security-Layern.

Digital Core

  • Salesforce Enterprise
  • SAP S/4HANA
  • ServiceNow

Insights

  • Tableau
  • dbt
  • Fivetran

Kriterium: Produktivität + Sicherheit werden auf einer Plattform gemessen.