“Automation of B2B client onboarding and the electricity supplier change process on the Creatio CRM platform.”
A CRM solution was implemented on the Creatio platform to automate the B2B client onboarding process and handle requests for changing electricity suppliers. The system provides centralized management of requests, automatic document generation, process status control, and integration with external services via API.
D.Trading (DTEK Group)
Energy / electricity trading
up to 1000
B2B Client Onboarding System based on Creatio CRM
Custom CRM solution with integrations via API
API integration with Yasno Mobile, automatic notifications, system event log
Project Overview:
Automation of the electricity supplier change process
D.Trading operates in the electricity supply market and interacts with a large number of corporate clients. The process of changing electricity suppliers involves processing a significant number of requests, verifying client data, generating documents, and interaction between several internal systems.
Before the solution was implemented, a significant portion of operations was performed manually, complicating process control, increasing request processing time, and creating a risk of errors.
The main goal of the project was to create a centralized CRM system for managing client onboarding and automating the electricity supplier change process.
Speed of request processing +50%
Reduction of manual operations −65%
Centralization of the process 100%
Strategic goals and expected outcomes
Project goals
Automation of client request processing
Centralized management of requests in CRM
Ensuring integration with external systems
Increasing transparency of the request processing process
Before implementing the solution, the company aimed to systematically transform the B2B client onboarding process and make it fully manageable within a single CRM platform. It was important not only to automate individual operations but to build a transparent, controlled, and scalable workflow with clear logic of stages and responsibilities.
Key priorities included: reducing the share of manual processing of requests, centralizing process management in CRM, integrating with external services via API, and ensuring complete transparency of statuses and the history of processing each request.
−65% Reduction of manual operations
+50% Faster request processing
100% Centralized management
Creation of a digital B2B client onboarding system
To address the set tasks, a B2B Client Onboarding system was implemented based on the Creatio CRM platform, which automates the full cycle of processing requests for changing electricity suppliers.
The solution provides:
- Registration and processing of client requests in CRM
- Automatic creation of requests from web channels
- Management of statuses and stages of processing
- Automatic document generation and printed forms
- Preservation of history of changes and user actions
The system implements a role-based access model that ensures user rights segregation and task execution control during request processing.
To synchronize data, integration with the external system Yasno Mobile was implemented via API. The integration allows for the transmission of new requests, obtaining statuses of their processing, and handling events related to email verification or client refusal.
As a result, the company received a centralized CRM system that ensures transparent management of the client onboarding process and effective interaction between internal and external systems.
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