RAMP & DYNAMIC DSM PORTAL

Customer
Portal

Trade Partner Portal

Utility Staff Portal

Administrator Portal

Microsoft Dynamics Storage

Data stored in Microsoft Dynamics Database





+ CONFIG

Attachments stored in Microsoft Dynamics Database (NOTE: SharePoint also available)





+ CONFIG

      Technology

Dynamic DSM Database Architecture





+ CONFIG

Microsoft Azure Hosting





+ CONFIG

Microsoft Azure Security





+ CONFIG

Disaster Recovery





mirrored hosting across various data centers in multiple regions of the continent)

+ CONFIG

Multiple Environments
[a] Production [b] Staging [c] Test
[d] Development





+ CONFIG

Browser Support
[a] Chrome [b] Edge [c] Firefox [d] Safari





+ CONFIG

Device Support
[a] Computer [b] Tablet [c] Mobile





+ CONFIG

Microsoft Dynamics Portal login

Microsoft Dynamics Portal login





+ CONFIG

Secure Password





+ CONFIG

Configurable Levels of Password security





+ CONFIG

Branded differently on multiple Utility websites





+ CONFIG

Password Reset capability





+ CONFIG

Two Factor Authentication





+ CONFIG

Bulk Login Invitations initiated by internal utility staff





+ CONFIG

Branding

Branding per Utility





+ CONFIG

Unique Color Scheme per Portal





+ CONFIG

Multiple Branding Variations per Application





+ CONFIG

Multiple Branding Variations per Dashboard





+ CONFIG

Field Service Module

Standard Field Service





+ CONFIG

Advanced Field Service
(Microsoft Dynamics Field Service module)





+ CONFIG

Security Roles

Customer – Level 1





+ CONFIG

Customer – Level 2





+ CONFIG

Partner





+ CONFIG

Utility





+ CONFIG

Inspector





+ CONFIG

Evaluator





+ CONFIG

Access to Records

Admin Access
System Admin able to access all system records and provide global support to all stakeholders





+ CONFIG

Multiple Utilities
Able to share the same environment and only have access to their “slice of the pie”





+ CONFIG

Multiple Rebate Providers
Able to share the same environment and only have access to their “slice of the pie”





+ CONFIG

Ability to view all records that the Utility is associated with





+ CONFIG

Ability to view all records that the Partner is associated with





+ CONFIG

Ability to view all records that the Customer is associated with





+ CONFIG

User Experience

Amazon/eBay Shopping Cart experience





+ CONFIG

Amazon/eBay Shopping Card experience





+ CONFIG

Lists – Filtering





+ CONFIG

Lists – Sorting





+ CONFIG

Lists – Export to Excel
(as List Report)





+ CONFIG

SAP Integrations

Customer/Premise/Account Info





+ CONFIG

Meter/Consumption Info





+ CONFIG

Accounts Payable (Payment Initiation)





+ CONFIG

Oracle Integrations

Customer/Premise/Account Info





+ CONFIG

Meter/Consumption Info





+ CONFIG

Accounts Payable (Payment Initiation)





+ CONFIG

Integrations

ENERGY STAR





+ CONFIG

Measure Calculators – Deemed/Prescriptive





+ CONFIG

Measure Calculators – ESP
(by Energy Platforms)





+ CONFIG

Cost Effectiveness Calculator
(e.g. TRC, PAC, etc.)





+ CONFIG

Microsoft Power BI





+ CONFIG

Microsoft Excel





+ CONFIG

Microsoft SharePoint
(Document Management)





+ CONFIG

SSIS
(Integrations Platform)





+ CONFIG

Click Dimensions
(Marketing Platform)





+ CONFIG

Constant Contact
(Marketing Platform)





+ CONFIG

MailChimp
(Marketing Platform)





+ CONFIG

SMS Blast
(Marketing Platform)





+ CONFIG

Chat
(PowerChat)





+ CONFIG

AdobeSign
(Digital Signature)





+ CONFIG

DocuSign
(Digital Signature)





+ CONFIG

Model Library
(Models from multiple sources including ENERGY STAR, DLC, etc.)





+ CONFIG

Bulk Upload

Bulk Upload of multiple Measures on an Application





+ CONFIG

Rebate Application Functionality

Customer Info
(includes ability to create new Customer record on the fly)





+ CONFIG

Address Info
(includes ability to create new Address record on the fly)





+ CONFIG

Program Info





+ CONFIG

Measure Info





+ CONFIG

Upload Attachments





+ CONFIG

Terms & Conditions Review Info





+ CONFIG

Review & Print





+ CONFIG

Sign online via Mouse/Touch





+ CONFIG

Pause and save an application





+ CONFIG

Unpause by view previously paused applications and continuing





+ CONFIG

Email Notification

To Applicant that the Application has been received





+ CONFIG

To Applicant that the Audit/Appointment Request has been received





+ CONFIG

To Partner of Audit/Appointment Request by Customer





+ CONFIG

Dashboard Notification

To Partner of Audit/Appointment Request by Customer





+ CONFIG

To Partner regarding their Next Steps





+ CONFIG

To Customer regarding their Next Steps





+ CONFIG

CRM Functionality

Contact Management





(CRM License)

+ CONFIG

Lead Management





(Manual creation, Auto-creation, Lead Conversion, Status Update, Project Associating, Auto-assign, etc.)

(CRM License)

+ CONFIG

Opportunity Management





(Manual creation, Auto-creation, Lead Conversion, Status Update, Project Associating, Auto-assign, etc.)

(CRM License)

+ CONFIG

Marketing Management





(Marketing Lists, Campaigns, Website Traffic Scoring, etc.)

(CRM License)

+ CONFIG

Activity Tracking





(Calls, Emails, Tasks, etc.)

(CRM License)

+ CONFIG

History Tracking





(Calls, Emails, Tasks, etc.)

(CRM License)

+ CONFIG

Post Tracking





(manual creation, auto-creation, Dashboard, etc.)

(CRM License)

+ CONFIG

Interactivity with Utility Website

Link to Utility Rebate Website





+ CONFIG

Link from Utility Rebate Website





+ CONFIG

Customer – Applications/Workflows

Request Partner Appointment





+ CONFIG

Initiate Rebate Application





+ CONFIG

Next Steps
(Visible and clearly defined)





+ CONFIG

Partner – Applications/Workflows

Ability to generate Proposal from Application





+ CONFIG

Next Steps
(Visible and clearly defined)





+ CONFIG

Dashboard of inbound Audit/Appointment Requests





+ CONFIG

Dashboard of serviced Audit/Appointment Requests





+ CONFIG

Confirmation of Audits/Appointments





+ CONFIG

View Service Calendar Audits/Appointments





+ CONFIG

Review & Flag Availability for Audits/Appointments





+ CONFIG

Manage Multiple Audit Teams/Trucks





+ CONFIG

Convert Service Appointment/Audit to Rebate Application





+ CONFIG

Upload Projects/Measures





+ CONFIG

Utility Approval
(up to 6 levels of approval)





+ CONFIG

Configuration Automations – Screens Field Functions

Leveraging Microsoft Dynamics 365 built-in Form Configurations





+ CONFIG

Hover-Over Descriptions





+ CONFIG

Required vs Non-Required vs Conditionally Required





+ CONFIG

Visible vs Hidden vs Conditionally Visible





+ CONFIG

Field Types
(Date, Text, Drop-Downs, Decimal, etc.)





+ CONFIG

Measure pictures/visuals





+ CONFIG

Configuration Automations – List Functions

Leveraging Microsoft Dynamics 365 built-in View Configurations





+ CONFIG

Filtering





+ CONFIG

Sorting





+ CONFIG

Access Rights





+ CONFIG

Toggle between standard List View and modern Card View





+ CONFIG

Configuration Automations – Application Steps

Standard functions





+ CONFIG

Conditionally Skipping Steps





+ CONFIG

Validations (e.g. Required Fields, Values, Error checking, Error messages)





+ CONFIG

Document Attachment Requirements





+ CONFIG

Conditionally requiring Contractor selection





+ CONFIG

Conditionally requiring Model Number selection





+ CONFIG

Showing unique Data-entry Screens per Measure





+ CONFIG

Allowing selection of the Customer record from pre-filtered Drop-Down list





+ CONFIG

Allowing selection of the Address/Contract record from pre-filtered Drop-Down list





+ CONFIG

Allowing selection of the Partner record from pre-filtered Drop-Down list





+ CONFIG

Allowing Customer to create new Partner





+ CONFIG

Autocreation of Bonus-Measures in background (e.g. Bonus awared if multiple rebates)





+ CONFIG

Reports

Microsoft Dynamics Dashboards/Reports





+ CONFIG

Microsoft Dynamics Charts/Graphs





+ CONFIG

Microsoft Dynamics Goals vs Actuals





+ CONFIG

Microsoft BI Dashboards/Reports
– Interactive





+ CONFIG

Microsoft Excel Dashboards/Reports/Pivots





+ CONFIG

Cost Effectiveness Results (TRC Test, PAC Test, etc.)





+ CONFIG

Ticketing Platform

Internal – Customers can log tickets/issues/errors to be handled by the Utility





+ CONFIG

Internal – Partners can log tickets/issues/errors to be handled by the Utility





+ CONFIG

External – Utilities can log/manage tickets/issues/errors to be handled by the Accent Gold Solutions





+ CONFIG

Help

Hover-over HELP





+ CONFIG

Detailed Instructions per screen





+ CONFIG

Access to Training Videos (help/instructions)





+ CONFIG

Live Training Sessions with Instructor





+ CONFIG

Chat Capability

Customers/Partners can initiate Chat with Utility staff





+ CONFIG

Marketing

Ability to manually add Contacts to Marketing Lists





+ CONFIG

Ability to automatically add Contacts to Marketing Lists



>



+ CONFIG

Ability to automatically add yourself to Marketing Lists





+ CONFIG

Initiate Marketing Campaigns – via Email





+ CONFIG

Initiate Marketing Campaigns – via SMS





+ CONFIG

Excel

Download data to Excel





+ CONFIG

Upload data from Excel





+ CONFIG

Validations

Required fields must be populated prior to hitting the “Next” button. Otherwise an error will arise





+ CONFIG

Required Documents must be uploaded prior to hitting the “Next” button. Otherwise an error will arise





+ CONFIG

Multiple Measures of the same type cannot be selected twice (unless permitted via configuration)





+ CONFIG

Cannot apply for a Rebate that is only permitted once per Customer





+ CONFIG

Cannot apply for a Rebate that is only permitted once per Premise/Address





+ CONFIG

Cannot apply for a Rebate if Serial Number matches to an existing Rebate in the system





+ CONFIG

Duplicate Detection on Customers/Accounts/Premise/etc.





+ CONFIG

Navigation

Different Navigation for each User Type





+ CONFIG