Optix Manage

Program Tracking and Automation

The complexity of demand-side management (DSM) programs often results in disconnected customer experiences, manual processes, and inefficiencies that impact savings and cost effectiveness. Optix Manage, our program tracking and automation solution, provides everything a utility needs to deliver customer success that meets the bottom line.

Optix Manage creates great customer experiences, connects data and integrates IT components to streamline programs and increase savings per dollar. It manages and optimizes your residential, commercial and industrial programs every step along the way from application through results. Program implementers, partners, contractors and other stakeholders all interact in a web-enabled interface designed to facilitate seamless coordination, lower operational costs and drive increased savings.

  • Centralized data store Quality data in a single system that enables utilities to gain control over their portfolios.
  • Powerful reporting Self-service, ad hoc reporting to improve ongoing program effectiveness.
  • Greater efficiency Automated workflow systems and communication that scale.
  • Customer satisfaction Real world results that increase satisfaction for customers and trade allies.
  • Online and integrated Engagement, conversion, and 360˚ customer experiences.
  • Low cost of ownership Exceptional value with a lower true ongoing cost.
  • Reduced risk Meet known obligations today and in the unanticipated future.
  • Self sufficiency Handle the most common things yourself without IT or vendor help.

EnergySavvy’s software gives us insight and control over our program performance by providing transparency and real-time quantification.

Gavin Hastings,
Arizona Public Service
Portfolio Tracking

Optix Manage centralizes your complete DSM portfolio in one place enabling you to easily track the results of every program whether programs are run in-house, by a third-party implementer, or a combination of both. Data is easily easily transferred into Optix Manage from implementer and internal systems without hassle, saving your programs time, money and frustrating delays. Optix Manage unlocks the potential for your programs to correlate data across programs and drive program improvements.

Customer-Driven Automation

Remove ambiguity and excuses about who’s responsible to take the next step for your customer’s projects. Unlike traditional CRMs, workflow built into Optix Manage 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. After it’s done you’ll always be able to see and report on what happened.

Real-Time Insight & Results

Stop waiting for answers. With the real-time analytics, Optix Manage delivers insights on every project in your program. You’ll never wonder what’s going on with a customer’s project, contractor job, or rebate payout. Pre-built and ad hoc reports enable you to get the answers you need day or night. And gone are the days of making phone calls to your staff, implementers or contractors to answer customer questions. Optix Manage makes it easy to identify what’s working and what’s not.

Powerful Web Portals

Optix Manage provides an easy partner web portal for contractors, auditors, retailers, lenders and others, so they can spend their time doing their jobs rather than fighting with unfriendly systems and paperwork. Partners log in and act on your customer’s behalf without your intervention. Data entry and project updates, like recording installed measures, becomes a breeze with Optix Manage. And customers have their own project portal so they know exactly what’s going on with their home or business at any moment.

Streamlined Data Collection

Contractors typically deal with a lot of paper when working with utility energy efficiency programs. Reservation forms, bid forms, rebate forms – all with duplicate information requests – faxed in with no visibility into the processing status. Optix Manage revolutionizes the contractor experience. Program information is entered once, in a simple web interface, and partners can keep track of where their projects are as they proceed through the system.

Enterprise Integration

Take the pain out of spreadsheet uploads and automate your most expensive tasks. With easy integration to third-party implementer systems, Optix Manage makes tasks like managing incentive payments and validating customer information easy. And HPXML integration with professional in-home audit tools will delight your trade allies. Spreadsheet-less data integration reduces errors and speeds up data collection. And, when spreadsheets are required, Optix makes transferring them between systems a breeze.

The Last Migration You'll Ever Do

With Optix Manage as your system of record, you’ll never need to do another migration. Optix Manage can be used by any staff hired internally or externally to run your programs, 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.

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