Workflow Automation

Simplify inefficiencies and create great customer experiences.

Better Customer Experience Through Automation

Managing complex programs with multiple stakeholders and contractors is challenging no matter what the size. Program managers are often in the dark about their own projects and have little control over the customer experience or insights into critical metrics. To make matters worse, they have to string together cumbersome tasks to ensure projects get completed on-time — adding time, increasing costs, and escalating frustration.

Workflow Automation manages and optimizes a utility’s residential, commercial and industrial customer programs. Internal departments as well as third-party implementers, partners, trade allies, customers and other stakeholders all interact in tailored web-based tools designed to facilitate seamless coordination, lower operational costs, and drive increased savings. Customers using Workflow Automation have reduced average time from project submittal to completion by one month, representing a nearly 40% reduction.

Workflow Automation can be used independently or with Program Optimization to remotely target QA/QC and give feedback on contractor performance.

  • One version of the truth: A single, transparent system provides the status of each project and the program overall to all stakeholders.
  • Increased customer satisfaction: Empower customers by providing them with their own project view, enabling them to stay up to date and quickly spot and resolve issues.
  • Powerful reporting: Self-service, ad hoc reporting to improve ongoing program effectiveness.
  • Greater efficiency: Automated workflow systems and communication that scale.
  • Full ownership: Choose the best way to manage your systems whether in-house, outsourced, or a combination of each.

We chose EnergySavvy’s proven solutions to help us engage customers and streamline workflow to improve program performance and reduce cost. We’re working with EnergySavvy to continue to scale our programs and maintain our position among the top performing utilities nationwide.

Nathan Morey,
Salt River Project
Customer-Driven Automation

Remove ambiguity about who’s responsible to take the next step for your customer’s projects. Unlike traditional CRMs, Workflow Automation assigns tasks to the right person at the right time, removing the need for program staff to stay on top of every little detail. Easily see who’s responsible for the next step and when it’s due to be completed.

Real-Time Insight & Results

With real-time analytics, Workflow Automation delivers insights on every project in your program, making it easy to identify what’s working. Pre-built and ad hoc reports enable you to get the answers you need 24/7. Gone are the days of making phone calls to your staff, implementers or contractors to answer customer questions.

Powerful Web Portals

EnergySavvy provides an easy partner web portal for trade allies including contractors, retailers, lenders and others, so they can spend their time doing their jobs rather than fighting with unfriendly systems and paperwork. Using Workflow Automation, trade ally satisfaction improved nearly 3x at Arizona Public Service (APS) as trade allies spent 31% less time on data entry.

Streamlined Data Collection

Trade allies deal with a lot of paper when working with utility energy efficiency programs including reservation forms, bid forms, rebate forms and have no visibility into the status. With Workflow Automation contractors submit program information in a simple web interface and keep track of where their projects are in the system.

The Last Migration You'll Ever Do

Workflow Automation can be used by internal or external staff to manage service delivery, replacing the risk of data loss with each staffing change with the safety and consistency of having a system that survives beyond personnel changes. It’s more than just about migration, it’s about ensuring you remain in control of one of your most important assets - your data.

Customer-Driven Automation
Real-Time Insight & Results
Powerful Web Portals
Streamlined Data Collection
The Last Migration You'll Ever Do