Revolutionising Water Efficiency Reporting.

H2OiQ helps organisations reduce water usage, improve energy efficiency, and cut utility costs. Their engineers carry out detailed site surveys and produce reports that outline savings opportunities in water consumption, temperature control, and carbon output.

Until recently, these reports were produced entirely by hand, often up to 60 individual reports per week, compiled from complex spreadsheets and disconnected data sources. H2OiQ also had no dedicated CRM, so client activity, site history, and operational output were stored informally or scattered across documents. That made it hard to track project progress, measure team performance, or revisit past work. The lack of a central system caused inefficiency, duplication, and missed insight.

To streamline operations and prepare for a future commercial offering, H2OiQ needed a platform that could automate reporting, structure their data, and give better visibility across client engagements. That meant importing data from existing systems, managing complex cascading calculations, and generating custom, professional PDF reports from one backend.

The technical foundation of the H2OiQ platform was designed for a complex problem: parsing and processing detailed, interdependent data from multiple sources, then turning it into structured, accurate, and customisable outputs.

Key technical features of the PoC included:

• Third-Party Integration (Configr):
  The system connects directly with H2OiQ’s existing third-party software platform (Configure) and imports raw data collected during on-site surveys. This live link means calculations and outputs use the most recent information, and nobody has to export and upload files by hand.
  
  
• Intelligent Calculation Engine:
  One of the most demanding parts was replicating the logic of H2OiQ’s extensive spreadsheet system in a more stable, transparent framework. We created a flexible calculation engine that handles over 500 data points and supports multi-step, dependent operations that reflect real-world logic, not just static formulas.
  
  
• Dynamic PDF Generation:
  The platform supports customisable PDF exports through a templating system designed for H2OiQ’s reporting needs. The PDF generator inserts data, formats outputs, and applies logic-based content display rules without human intervention after the initial setup.
  
  
• Validation and Preprocessing Pipelines:
  To maintain accuracy and data integrity, we added validation layers and preprocessing steps before any data reaches the reporting engine. Figures are cleaned, formatted, and checked against expected ranges before they are calculated or displayed.
  
  
• Modular Architecture for Scalability:
  The system is built on a modular backend that is designed to support future features, including white-labelling, real-time dashboards, and API integrations. Each core component (data ingestion, processing, and reporting) is separate, which makes maintenance and expansion easier.
  
  
• User-Defined Calculation Control:
  Engineers using the platform can adjust how specific data is processed through an interface that lets them apply rules and conditions to the reporting logic, with no code-level changes.
  
  

This structured approach gives H2OiQ a solution that is more efficient and more accurate, and one that can grow into a full SaaS product in the next phase of development.