Optix Manage

Better Customer Experience Through Automation

The complexity of utility service delivery often results in disconnected customer experiences, manual processes, and inefficiencies that impact savings and cost effectiveness. Optix Manage, our business process and workflow automation solution, provides the tools to drive operational excellence resulting high customer satisfaction.

Optix Manage creates great customer experiences, connects data and integrates IT components to streamline business processes. It manages and optimizes your residential, commercial and industrial customer experiences. Internal departments as well as third-party implementers, partners, trade allies and other stakeholders all interact in a web-enabled interface designed to facilitate seamless coordination, lower operational costs and drive increased savings.

  • Centralized data Quality data in a single system that improves the customer experience.
  • Powerful reporting Self-service, ad hoc reporting to improve ongoing effectiveness.
  • Greater efficiency Automated workflow systems and communication that scale.
  • Reduced risk Meet known obligations today and in the unanticipated future.
  • Self sufficiency Handle the most common things yourself without IT or vendor help.

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
Portfolio Tracking

Optix Manage centralizes your complete customer program portfolio in one place enabling you to easily track the results of every program whether they are run in-house, by a third-party implementer, or a combination of both. Data is 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. 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 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. Partners log in and act on your customer’s behalf without your intervention. Data entry and management becomes a breeze with Optix Manage. And customers have their own 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 legacy and third-party systems, Optix Manage makes tasks like managing rebates and validating customer information easy. 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 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.

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