Executive Summary
A regional electric utility needed to modernize the mobile field application behind its commercial energy assessment program while preserving a proven customer-facing inspection experience. The legacy solution was built on Resco Mobile CRM and Microsoft Dynamics CRM, with a rich questionnaire, offline field workflows, photo capture, scoring logic, and a branded PDF report used by energy advisors during business customer engagements.
H1AI helped convert the solution toward a Salesforce-backed Resco architecture without discarding the business process that already worked. The engagement focused on protecting the field team’s assessment workflow, rebuilding the data layer for Salesforce, preserving the approved report design, and creating a repeatable validation framework for deployment.
Customer Profile
The customer is a regional electric utility that operates customer energy programs for businesses and residences. Its commercial energy assessment team uses mobile tools to evaluate building envelope, lighting, HVAC, water heating, energy habits, resiliency, rebates, and other efficiency-related topics during onsite visits. The program depends on offline-ready mobile workflows, structured data capture, photos, scored recommendations, and a professional report customers can use after the visit.
Business Challenge
The utility was transitioning core field-service and customer-program workflows from Microsoft Dynamics CRM to Salesforce. Its commercial energy assessment app could not be treated as a simple data migration. The existing implementation included a large inspection questionnaire, conditional scoring, report-generation behavior, offline sync rules, image rendering dependencies, and customer-facing PDF design history.
The risk was twofold: a purely technical conversion could break field usability, while a redesign could erase hard-won refinements from the existing production process. The utility needed a path that preserved the inspection experience while replacing the underlying CRM dialect, entity model, file storage pattern, and report data bindings.
Solution Delivered
H1AI performed a structured migration and modernization effort across the mobile app, questionnaire, report, and offline configuration layers.
The team inventoried the legacy Woodford project, questionnaire, report XML, offline HTML assets, sync filters, forms, and views. The Salesforce target was then rebuilt around the appropriate Salesforce object model, with the inspection questionnaire converted to a Salesforce-compatible answer model and the mobile report redesigned at the data layer while carrying forward the approved layout and narrative copy.
Key deliverables included:
- A Salesforce-ready Resco/Woodford project baseline for the commercial assessment workflow.
- A converted 180+ question mobile questionnaire with an added report-run experience.
- A Salesforce-backed mobile PDF report preserving the commercial report layout, category scoring, comments, and photo sections.
- Rebuilt report data bindings for Salesforce questionnaire answers, file attachments, user/owner data, and score gates.
- Staged offline assets for report imagery and scoring scripts.
- A gap-analysis matrix, migration assessment, and end-to-end validation plan.
- Automated verification scripts covering report structure, bindings, fetch logic, workflow references, and conversion rules.
Technology Stack
The solution involved Resco Mobile CRM, Woodford configuration, Resco Questionnaire Builder, Salesforce, legacy Microsoft Dynamics CRM source artifacts, mobile report XML, offline HTML/JavaScript scoring assets, Salesforce content/file handling, and Python-based build and verification scripts.
Results & Benefits
The work produced an import-ready Salesforce migration package that allows the utility to preserve its commercial energy assessment process while moving away from a Dynamics-specific implementation. The field experience remains familiar: inspectors can capture structured answers, comments, and photos, run scoring logic, and produce a branded report for the customer.
From an operational standpoint, the engagement reduced migration risk by separating proven business behavior from platform-specific technical plumbing. Legacy report fixes, customer feedback adjustments, photo handling lessons, and scoring behavior were carried forward instead of rediscovered. The validation assets also gave the project team a clear path for device testing, issue isolation, and future enhancements.
H1AI Perspective
This case demonstrates H1AI’s strength in complex enterprise application modernization: understanding the business process first, then rebuilding the technical foundation with precision. Rather than treating the work as a generic CRM migration, H1AI preserved the value embedded in the existing field workflow and created a controlled path to Salesforce.
Future Opportunities
The same modernization pattern can support device validation, final field-mapping decisions, refined work queues and forms, report enhancements, and additional Resco/Woodford migrations across the utility’s mobile portfolio.
For utilities and field-service organizations, the lesson is clear: mobile modernization succeeds when configuration, offline sync, data model mapping, report rendering, and user experience are handled as one integrated system.