Case Study

The Salesforce Solution Fueling Lightsource BP’s Renewable Mission

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"Lightsource BP needed a system that could support rapid growth without losing control or visibility. We built a Salesforce solution that connects departments, simplifies compliance, and empowers their teams to scale sustainably while staying aligned to their mission."

— Mandev Virdee, Adapt IQ

The Impact

Lightsource BP transformed the way it operates by implementing a scalable Salesforce solution that unites teams, simplifies compliance, and supports its mission to lead the global energy transition. With centralised data, automated workflows, and cross-departmental visibility, the organisation now moves faster, collaborates more effectively, and delivers greater impact at scale. Salesforce has become the foundation that enables Lightsource BP to grow sustainably while staying agile and aligned to its values.

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To deploy new solutions and updates

With Salesforce in place, new processes can be launched in as little as two weeks—helping Lightsource BP adapt faster and stay ahead.

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Teams now working from a single source of truth

Salesforce brings together global teams and departments onto one platform, improving coordination, data accuracy, and operational clarity.

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Manual Excel trackers required

Spreadsheets were replaced with structured processes in Salesforce, reducing duplication, improving auditability, and saving significant admin time.

About Lightsource BP

Lightsource BP has been at the forefront of renewable energy for over a decade, expanding from a small, UK-based company into a global leader focused on supplying sustainable energy to homes and businesses. Specialising in solar power and energy storage solutions, Lightsource BP is dedicated to supporting the energy transition and creating a sustainable future. As a fast-growing leader, Lightsource BP faced the challenge of managing its diverse operations across multiple departments while ensuring compliance with BP’s regulatory standards. They required an agile, centralised CRM platform to streamline operations, enable data sharing, and support rapid technology adoption across the organisation.

The Challenge- As Lightsource BP grew, it needed to integrate various business functions under one system to improve data visibility, collaboration, and compliance.

Their team were dedicated to scale renewable energy as a leading provider and with teams working in Power Markets, Structured Finance, Operations and Maintenance, Land Owner Management, Community Engagement, and Government Relations, each area had unique data and operational requirements that were previously siloed. It was important to them that as they grew, to service and support as many organisations wanting green energy they needed to be able to share, access and house data in one platform.

A Scalable Salesforce Solution to Power Collaboration and Growth

  • Disconnected Systems Across Departments
    With teams working across Power Markets, Finance, Operations, Land, and more, data was siloed, making collaboration and shared insight difficult as the business scaled.
  • Inconsistent Workflows Between Teams
    Each department had different ways of managing processes, which made it harder to share information and maintain consistency across the organisation.
  • Manual Processes Slowing Growth
    Time-consuming admin tasks limited productivity and made it harder for teams to focus on high-impact work or scale efficiently.
  • Lack of Real-Time Visibility
    Without a central system, teams had to rely on updates from others, creating delays, communication gaps, and duplicated effort.
  • Need for Scalable, Adaptable Infrastructure
    As Lightsource BP expanded, they needed a platform that could evolve quickly, support rapid rollout of new processes, and flex with business demands.

The Adapt IQ Solution

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“Lightsource BP wanted more than a system; they wanted a platform that could scale with their ambition to lead in renewable energy. Our goal was to break down data silos, streamline collaboration across departments, and build a Salesforce solution that adapts as fast as their business evolves. Now, every team is connected, informed, and empowered to deliver with speed and precision.”

– Adapt IQ

Lightsource BP transformed its renewable energy operations by partnering with Adapt IQ to implement a tailored Salesforce CRM. What began as a solution for the Power Markets team quickly scaled across departments, streamlining processes, unifying data, and enhancing collaboration. With rapid deployment, automation, and a scalable foundation, the platform now underpins Lightsource BP’s ability to grow sustainably and deliver affordable green energy at scale.

A Complete Solution To Deliver World Class Service

  • Salesforce Platform Built for Cross-Department Collaboration
    Adapt IQ designed and implemented a unified Salesforce system that supports Power Markets, Finance, Operations, Land, and more, all within one central platform.
  • Custom Workflows for Every Business Unit
    Each team operates with tailored fields, processes, and data structures inside Salesforce, ensuring the system reflects how they actually work.
  • Process Automation Across Core Operations
    Manual processes were replaced with intelligent automations that streamline task management, improve data consistency, and reduce administrative burden.
  • Shared Visibility and Secure Data Access
    Salesforce enables real-time access to shared records across teams, eliminating silos while maintaining structured access and accountability.
  • Scalable Foundation for Rapid Growth
    The platform was built to evolve quickly, allowing new tools and workflows to be rolled out in weeks, supporting Lightsource BP’s fast-paced expansion.

The Impact and ROI for Lightsource BP

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"We knew that scaling meant more than just growing headcount or output, it meant becoming smarter, faster, and more connected across every team. With Salesforce, we’ve unified our data, automated the admin, and built a system that helps us scale with impact. Now, every part of our business can collaborate more effectively, move faster, and stay focused on delivering clean, affordable energy around the world."

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Departments Now Connected on one Platform

Salesforce now connects all core departments in one central platform.

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To deliver a working Salesforce demo

Adapt IQ launched a live demo in just seven days, accelerating adoption and proving immediate value to teams across the business.

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Manual spreadsheets needed for reporting

With centralised data in Salesforce, teams now generate audit-ready reports and stay compliant without fragmented tools or manual processes.

The Impact

The Salesforce solution delivered by Adapt IQ has transformed how Lightsource BP operates, breaking down data silos, automating manual tasks, and uniting teams across departments. With centralised reporting, streamlined workflows, and faster collaboration, the business is now more agile, efficient, and equipped to scale. This future-ready platform empowers Lightsource BP to lead the global energy transition with confidence, supporting their mission to deliver clean, affordable energy at scale.

  • Centralised Reporting and Compliance
    All departments now feed into one CRM, enabling accurate, up-to-date reporting and seamless compliance with BP’s regulatory standards.
  • Reduced Admin Through Automation
    Manual processes have been replaced with automated workflows, freeing up time and allowing teams to focus on strategic, high-impact work.
  • Stronger Collaboration Across Departments
    Teams like Power Markets, Structured Finance, and Community Engagement now share data easily, improving communication and speeding up decision-making.
  • Faster Tech Adoption and User Buy-In
    A working demo was delivered within one week, accelerating adoption and showcasing system value early—crucial in a traditionally slow-moving sector.
  • Scalable, Value-Focused Growth
    Salesforce enables Kind Wealth to scale without losing quality, giving the team more time to focus on client plans and long-term success.
  • Single Source of Truth
    Information is now housed in one unified system, eliminating duplication, reducing risk, and giving leadership real-time oversight across business units.
  • Improved Project Execution Speed
    Streamlined data and automation have accelerated timelines across functions—from landowner negotiations to infrastructure fixes, keeping growth on track.
  • Tailored Tools for Each Department
    From Power Markets to Government Relations, each team benefits from customised workflows and data fields that support their specific needs.
  • Ongoing Support from Adapt IQ
    Adapt IQ continues to serve as a trusted partner, providing strategic advice and helping Lightsource BP evolve the platform as their needs grow.
  • Confidence in Audit Readiness
    The system ensures data is organised, consistent, and ready for review—making regulatory audits and reporting significantly smoother and less resource-intensive.
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