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Results already in production.

Every project starts by understanding the bottleneck and ends with a number you can measure. Here are three examples from each area: energy, customer service, sales and finance.

+1 GWof solar plants under automated management
8 countrieswith Wolkee solutions in production
15 minbetween data refreshes, previously once a day
15 daysto put an entire contact center on dashboards

Solar energy

More than 1 GW of solar plants with operations on autopilot.

For companies that operate distributed generation plants and plants in Brazil's free energy market, Wolkee automates utility bill collection and reading, credit allocation across consumer units, billing, and generation forecasting with INMET data.

Solar portfolio · generation × forecastMWh per day · forecast with INMET data
+1 GW
Generation this month123.1 GWh▲ 3.1% vs forecast
Forecast adherence97.0%▲ 2.3 pp
Bills read2,14099.8%
2.0k3.5k5.0k01061116212630
✓Credit allocation · 412 consumer unitscompleted
↻Billing · 412 bank slips64%
Illustrative example

Manufacturing · solar energy

WEG: 100 MW of solar plants with bills and credits under control

Energy
AboutBrazilian multinational founded in 1961 in Jaraguá do Sul (SC), one of the world's largest manufacturers of electrical equipment. It operates in motors, automation, transmission and power generation, including solar.

The challenge

Tracking bills, credits and generation across a large solar plant portfolio, with many consumer units and different compensation rules.

What we delivered

  • Automated collection and reading of utility bills
  • Credit and compensation tracking by consumer unit
  • Generation tracking against forecast

Stack

PythonAI for documentsSQLPower BI
100 MWof solar plants served

Business group · Brasília

Grupo Paulo Octavio: utility bills, billing and CRM for its plants in a single system

Energy
AboutFounded in 1975 in Brasília, with more than 800 developments completed. It operates in construction and real estate development, shopping centers (Brasília Shopping, Terraço Shopping, Taguatinga Shopping and JK Shopping), hospitality, car dealerships, insurance, media and renewable energy through PO Energy.

The challenge

Bills, billing and customer relationships in separate spreadsheets, with no integration between processes. The bill reading cycle took up to three weeks.

What we delivered

  • Management system that integrates bills, billing and CRM
  • Automated bill reading and data entry
  • Consolidated real-time view of operations

Scope

AutomationBill readingBillingCRMDashboards
25 MWof solar plants
3 weeks → minin the bill reading cycle
+60%in productivity
−70%in operational errors

Solar energy · distributed generation

GreenHouse Solar: from utility bill to credit allocation with no manual intervention

Energy

The challenge

Every bill required manual access to the utility's portal, reading and data entry. Credit allocation across consumer units took up to 60 days, with a high risk of billing errors.

What we delivered

  • Automated collection from utility portals
  • AI bill reading that handles layout variations
  • Credit allocation configurable by contract, with billing generated automatically
  • Generation forecasting with INMET data

Stack

PythonAI for documentsSQLPower BIINMET API
−70%in manual operational work
99.8%accuracy in bill reading
+30%in operational efficiency
40hsaved per 100 bills

Incite: from the utility bill to customer billing, no spreadsheets.

A system built by Wolkee that manages more than 1 GW of solar plants. The operations team only enters records; the rest runs on its own.

  1. RecordsPlants, consumer units, contracts and customers in a records system (CRUD).
  2. Bill collectionA bot downloads the bill from each utility's website.
  3. Inverter readingsGeneration data comes straight from the plants' inverter systems.
  4. Calculation and billingThe system calculates how much to charge, issues the invoice, sends it to the customer and tracks payment.
  5. AuditChecks whether the energy reported by the utility matches what the inverter measured.
  6. ForecastProjects each plant's generation from forecast solar irradiance.

External integrations: only the inverter systems and the utility portals.

See the energy dashboards →
The bill your customer receivesGenerated every month by the system, showing savings against the utility
PDF · e-mail
Illustrative data

Also in energy

Distributed generation, the free energy market and credit management.

RG Energia Solar
Raízen

Customer service · contact center

Customer service operations with real-time visibility.

Dashboards connected to Avaya, Genesys, Five9 and Nice for strategic and operational management, IVR and chatbot journeys, and built-in satisfaction surveys. Deployment within 15 days.

Contact center · todayAvaya · Genesys · Five9 · Nice
in queue: 12
NPS72▲ 4
AHT4:12▼ 0:18
Abandonment3.1%▼ 0.6
FCR81%▲ 2
Calls per hour × capacity
8h
9h
10h
11h
12h
13h
14h
15h
16h
17h
18h
19h
20h
capacity 450
Illustrative example

Insurance

MetLife: a single view of the contact center

Contact center
AboutGlobal insurer with customer service operations in Brazil for life, dental and benefits insurance.

The challenge

Information spread across Avaya and parallel tracking, with no consolidated view of operations and difficulty analyzing the customer journey and satisfaction.

What we delivered

  • BI integrated with Avaya, with real-time monitoring
  • Queue, agent and campaign dashboards
  • NPS and CSAT integrated into operations
  • Secure access with single sign-on and two-factor authentication

Stack

Power BISQLPythonAvaya
−60%in data consolidation time
+35%in management productivity
Real timein operational decisions

Healthcare

Interplayers: customer service metrics without rework

Customer service

What we delivered

Data was available but not standardized, with constant rework during consolidation. We delivered analytical dashboards, service metrics and an integrated satisfaction survey.

+25%in supervisor productivity
−50%of time spent on manual reports

Healthcare · diagnostic medicine

AFIP: customer service reports straight from operations

Customer service

What we delivered

Operations relied on manual reports. Dashboards integrated with the customer service environment made the data accessible and structured for management.

−45%in report generation time
+20%in decision speed

More measured results

Vehicle security, retail and self storage.

Vehicle security

CarSystem

Little visibility into performance and difficulty segmenting by franchise. Reports and dashboards by unit standardized control across franchises.

−40%in analysis time+20%in monitoring efficiency

Retail · jewelry

Vivara

Hard to track the customer experience. Service metrics focused on quality and CX gave the operation faster answers.

−40%in analysis time+20%in CX metric visibility

Self storage

Guarde-Aqui

Lack of visibility into customer interactions and team performance. Reports and dashboards gave full control of operations.

−35%of manual effort+15%in control efficiency

Also in operation

Food, healthcare, transportation and e-commerce, with the same kind of customer service dashboard.

Average across contact center operations with measured results on this page

−45%in time spent on reports and analysis
+22%in management productivity and efficiency
15 daysto put the operation on dashboards
Danone

Food · customer service

Customer service and consumer relations, with volume by channel, contact reasons and satisfaction on one dashboard.

  • Volume by channel
  • Contact reasons
  • CSAT
Unimed

Healthcare · medical cooperative

Member service center with queues, service level and abandonment tracked throughout the day.

  • Service level
  • Abandonment
  • NPS
Promed

Healthcare · health plan

Authorizations and scheduling, with handling time, repeat calls and the customer's path through the IVR.

  • AHT
  • Repeat calls
  • IVR journey
Comporte

Passenger transportation

Passenger service with volume by channel, complaints by topic and response time.

  • Volume by channel
  • Complaints
  • Response time
Printi

E-commerce · online printing

E-commerce customer service via chat and WhatsApp, with response deadlines and contact reasons by order.

  • Chat and WhatsApp
  • Response SLA
  • Contact reasons

Sales

Sales BI refreshed every 15 minutes, across multiple countries and languages.

We rebuild BI environments that kept stalling: ERP data organized in layers, independent apps, per-user access and reports in multiple languages. And, when needed, the system that controls who sees what.

Sales by countryNet revenue · US$ M · Sep/26
RevenueUS$ 56.3M▲ 9.8%
Open opportunities1,284▲ 6.1%
Churn2.1%▼ 0.4 pp
Country A
31.4
Country B
12.8
Country C
6.9
Country D
5.2
121 concurrent usersrefreshed every 15 min
Illustrative example

Manufacturing · 4 Latin American countries

MasterSense: sales, opportunities and churn for 4 countries in a single BI

Sales
AboutManufacturer operating in 4 Latin American countries, with sales and accounting data in SAP.

The challenge

Complex BI environment with refresh failures, data updated once a day, manual processes and difficulty scaling to international operations.

What we delivered

  • SAP HANA data organized in bronze, silver and gold layers
  • Sales, opportunities, churn and margin apps
  • Reporting portal with MasterSense's brand: home page, favorites, languages and dark mode
  • Reports in Portuguese, English and Spanish, with per-user access
  • Microsoft Fabric capacity that scales and pauses on its own

Stack

Microsoft FabricSAP HANASQLPower QueryDAXPythonPower BI Embedded
−70%in BI environment complexity
+45%in analysis speed
121concurrent users with stable performance
Daily → 15 minin data refresh frequency
See sales dashboard examples →

Pharmaceutical

Hypera: custom sales BI

Sales
AboutOne of Brazil's largest pharmaceutical companies.

What we delivered

Custom-built sales dashboards with integrated data, automatic refresh and the same layered architecture used at MasterSense.

≈ −64%in environment complexity
≈ +43%in analysis speed

Approximate results.

Custom software · 4 countries

Access and sales rules portal

System

What we delivered

A Python web app with Microsoft sign-in that sets, for each person, the country, reports, margin and access level (RLS) in the sales BI. In the same app, the team maintains exchange rates and product, customer and geolocation substitutions, with no IT ticket.

RLSby country, sales rep and margin
Auditof every access change
See the interactive example →

Finance

P&L, expenses and budget with the same numbers for the controller's team and leadership.

Financial close straight from the ERP in local currency and US dollars, expenses vs. budget with automated readouts and allocation across countries. Leadership reads the results; controllership drills down to the journal entry.

Consolidated P&L · Sep/26US$ millions
EBITDA margin 17.4%
56.3Net revenue
−31.2COGS
−13.4Expenses
−1.9Other
9.8EBITDA
SAP HANA · 4 countrieslocal currency + dollar
Illustrative example

Manufacturing · 4 Latin American countries

MasterSense: consolidated P&L for 4 countries, in local currency and US dollars

Finance

The challenge

Multi-country close consolidated in spreadsheets, with manual currency conversions and little visibility into where each number came from.

What we delivered

  • P&L straight from SAP HANA, by country and consolidated
  • Drill-down from group to account and journal entry
  • Local currency and US dollars, with exchange rates maintained in an app
  • Automated readout of the period vs. budget and prior year

Stack

SAP HANAMicrosoft FabricDAXPower BI
4 countriesin the same consolidated P&L
8 viewsfrom P&L to journal entry
Daily → 15 minin data refresh
See the interactive P&L →

Controllership

Expenses vs. budget, with automated insights

Finance

What we delivered

Executive view of payroll and operating expenses, automated readouts for the period (close projection, concentration, seasonality and the accounts that changed most), budget-to-actual bridge, execution by manager and expense allocation across countries.

6 readoutsautomated on every refresh
Allocationof expenses across countries
See the interactive example →

Finance

Sonoquality: custom financial BI

Finance

What we delivered

Custom-built financial dashboards with integrated data, automatic refresh and the same layered architecture used at MasterSense.

≈ −71%in environment complexity
≈ +37%in analysis speed

Approximate results.

Your project could be the next one on this page.

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