Simplifying ECO Grant Delivery for Broad Oak

Delivering Energy Company Obligation (ECO) projects efficiently requires more than just great installers it demands clear processes, accurate data, and reliable systems. Broad Oak needed a way to manage ECO grant work that reduced administration overhead, ensured compliance, and supported teams from first eligibility check through to final submission.

That’s where our ECO grant job management application came in.

The Challenge

ECO funded work involves multiple stages, strict eligibility criteria, and detailed submissions. Broad Oak wanted to:
• Quickly assess customer eligibility
• Manage ECO jobs in one central system
• Reduce manual paperwork and duplication
• Improve visibility across jobs, from start to finish

Relying on spreadsheets and disconnected tools was slowing teams down and increasing the risk of errors.

The Solution

We supplied Broad Oak with a purpose built ECO grant job management application designed specifically for the realities of ECO delivery.

The platform supports the full lifecycle of an ECO job, including:
• Eligibility management – capturing and validating customer details against ECO criteria
• Job tracking – clear status updates from assessment through to installation
• Submission handling – structured data capture ready for ECO submissions
• Centralised records – everything stored in one secure, auditable system

The application was configured to match Broad Oak’s workflows, ensuring teams could adopt it quickly without disrupting live projects.

The Result

With the new system in place, Broad Oak now benefits from:
• Faster eligibility decisions
• Reduced admin time for office teams
• Fewer errors and rework in ECO submissions
• Improved oversight of live and completed jobs

By replacing fragmented processes with a single, reliable platform, Broad Oak has been able to focus more time on delivery and less on administration.

Supporting Growth in ECO Delivery

As ECO schemes continue to evolve, having a flexible and scalable system is essential. Broad Oak now has a solid digital foundation that supports compliance today while being ready to adapt to future ECO changes.

This project demonstrates how the right technology can simplify complex grant funded work—making ECO delivery more efficient, transparent, and scalable for growing organisations like Broad Oak.