Engage customers, manage performance, and quantify results

EnergySavvy Optix provides utilities with transparency and control over customers, partners, and programs to reduce risk and achieve breakout performance.

Optix Engage Optix Manage Optix Quantify


Better customer programs through software

Built from the ground up for utilities and proven across the industry, Optix sets the standard for customer engagement, program tracking and automation, and modern analytics and quantification.

Optix solutions can be implemented individually or as an integrated system to best fit each utility’s needs. All Optix solutions are powered by the Optix Platform: built for security, scalability, configurability and seamless integration to existing IT systems. And our team ensures client success through structured but flexible Solution Delivery.

Diagram: The Optix DSM Platform

Optix Engage

Driving Customer Relevance

Optix Engage delights customers through intuitive, visual, and interactive experiences, driving greater program participation, improving program cost-effectiveness, and increasing customer satisfaction. Available for both residential and commercial customers, more than 25 utilities rely on Engage. And their customers love it.

  • Best in class 93 percent completion rate.
  • Drives program participation 52 percent of customers who complete Engage go on to apply for a program.
  • Improves customer satisfaction 11 percent increase in customer satisfaction among Engage users.
  • Boosts downstream marketing Engage users have responded to future promotions at three times the average rate.
Engage Online Engage Direct

We chose Optix Engage because it is a highly effective enrollment tool that also provides a great experience for our customers. It helps us run cost-effective energy efficiency programs.

Jim Phillippo,
Minnesota Energy Resources

Optix Manage

Program Tracking and Automation

Vendors, partners, programs, and staff may change, but control and transparency of your data shouldn’t. Optix Manage keeps you in control, connects data and integrates disparate IT systems to streamline programs and increase savings per dollar. It tracks and optimizes your residential, commercial and industrial programs, from application through results while delivering best-in-class user experiences for program staff, customers, and partners.

Goodbye paper trails and disconnected spreadsheets. So long, data and reporting fire drills. Real-time insight with pre-built analytics and flexible ad hoc reporting set your data free.

  • Improves cost-effectiveness 31% reduction in administrative time per project
  • Speeds projects 40% decrease in audit to test-out time
  • Boosts savings Increase in project completion rate from 48% to 70%
  • Delights partners Contractors’ satisfaction rate increased by 4x after Optix Manage was implemented
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EnergySavvy’s software gives us insight and control over our program performance by providing transparency and real-time quantification.

Gavin Hastings,
Arizona Public Service

Optix Quantify

Continuous Savings Measurement

Optix Quantify combines modern, cloud-based software with proven approaches to measuring energy efficiency in order to deliver continuous monitoring of savings and program performance. Utilities are able to quickly discover and address opportunities for program improvement, reduce data collection costs, speed up the program evaluation process and increase program transparency for all stakeholders.

Optix Quantify complements traditional Evaluation, Measurement & Verification (EM&V) through this measure-as-you-go approach. Just as accounting software ushered in an era of transparency for businesses and their independent financial auditors, Optix Quantify gives utility planners, implementers, and evaluators the control and transparency to maximize performance.

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Optix Platform

Foundation for Client Success

The Optix Platform has been purpose built from the ground up to meet the needs of the utility industry. Secure and scalable, the platform integrates with other utility information systems and synchronizes with third-party databases such as those maintained by program implementers. Optix products are built upon the platform using modern cloud technologies, resulting in solutions that are both flexible and configurable.

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EnergySavvy has really exceeded my expectations on customer service and the product itself. We’ve been particularly impressed with how easily customizable the software is to fit the look, feel and business requirements of our program.

Carla De La Chapa,
Program Manager, CPS Energy

Solution Delivery

We’re Here to Serve

Blend of Structure & Flexibility

We implement Optix with a standard methodology that has evolved through best practices nationwide, yet we maintain the agility to create a customized work experience for every client.

Unwavering Focus on Your Goals

A dedicated team of implementation experts, support staff, and software engineers is assigned to each of our clients to become fully immersed in a shared vision of success. And we’re with you every step of the way.

More Than Just a Contract

When you partner with EnergySavvy, you’ll gain a strong industry ally and thought leader. We strive to provide best practices to our clients - not simply the best ways to implement our software to achieve your goals, but how to be the best in the industry.

You’re in the Driver’s Seat

We adapt our best practices to you. Our implementation is designed to reach multiple stopping points where we ensure full client sign-off on our shared vision and products. Over time, this will take the form of both remote and in-person meetings at an appropriate cadence for you.

The relationship has been phenomenal. EnergySavvy’s products have been a huge success, but it’s more than that. It’s the team that is truly invested and dedicated to making us successful. We have a shared roadmap, a great success story and a team built on partnership and trust.

Maggie Gibbs,
Arizona Public Service