Case Study: OneEnergy Renewables Powers Contract Intelligence with Aardvark

Overview

Client: OneEnergy Renewables (OER)
Industry: Renewable Energy / Solar Development
Challenge: Disconnected and time-consuming contract reporting
Solution: Migration from external CRM to Aardvark Intelligence
Impact: Real-time visibility, automation, and data confidence

Challenge

OneEnergy Renewables manages a large portfolio of land contracts across multiple states. Their contract data was previously stored and managed within an external CRM and cloud-based file management system, but the process for accessing key information—such as lease expirations, purchase contract terms, and renewal options—required complex reporting and manual searches.

As the portfolio grew, so did the friction:

• Fragmented data: Contract details were distributed across CRM objects and attachments.
• Slow reporting: Staff had to build reports every time management needed an update.
• Limited visibility: Project teams lacked self-service access to contracts and key metrics.

OER needed a platform that could centralize all contracts, extract structured terms, and make insights instantly accessible to everyone.

Solution

Aardvark Intelligence migrated OER’s contract data—leases, purchase agreements, and development contracts—out of an external CRM and into a single structured document repository.

Using Aardvark's document intelligence models, every contract was automatically parsed and indexed. The system now recognizes and organizes critical information such as: 

• Land lease terms and payment schedules
• Purchase option timelines and pricing
• Key dates, notice periods, and renewal options

With this data standardized and queryable, OER teams can instantly find and analyze contract details without relying on bespoke reports.

Results

The transition transformed how OER manages its contractual portfolio: 

• 100% contract visibility: Every agreement is now searchable by type, date, counterpary, or region.
• No more report-building: Teams no longer need to run bespoke reports or depend on administrators for answers.
• Faster decision-making: Real-time access to structured terms accelerates diligence, forecasting, and compliance.
• Future-ready data: Contract metadata is now ready for integration into forecasting and project finance models.

Client Perspective

"Since moving to Aardvark, we've eliminated the reporting bottleneck. Every team—from project development to finance—can instantly find the contract terms they need."

— Adam Kowalski, Director, OneEnergy Renewables

Key Outcomes

• Contract Access: Bespoke reports -> Instant, self-service search
• Reporting Time: Hours or days -> Seconds
• Data Confidence: Fragmented -> Centralized and verified
• Team Autonomy: Low -> High

Conclusion

By transitioning from an external CRM to Aardvark Intelligence, OneEnergy Renewables has unlocked the full value of its contract data. What was once locked in static reports is now dynamic, searchable, and actionable. The result: faster insights, more confident decisions, and a streamlined foundation for the company's expansion.

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