RAMP & DYNAMIC DSM PORTAL

Customer
Portal

Trade Partner Portal

Utility Staff Portal

Administrator Portal

      Technology

Microsoft Dynamics Storage





Data stored in Microsoft Dynamics Database/span>

+ CONFIG

Microsoft Dynamics Storage





Attachments stored in Microsoft Dynamics Database

+ CONFIG

(*) NOTE: SharePoint also available)

Dynamic DSM Database Architecture





Quantity included

+ CONFIG

Microsoft Azure Hosting





Quantity included

+ CONFIG

Microsoft Azure Security





Quantity included

+ CONFIG

Disaster Recovery





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

+ CONFIG

Multiple Environments





Included

+ CONFIG

(*) [a] Production [b] Staging [c] Test [d] Development

Browser Support





Quantity included

+ CONFIG

(*) [a] Chrome [b] Edge [c] Firefox [d] Safari

Device Support





Quantity included

+ CONFIG

(*) [a] Computer [b] Tablet [c] Mobile

Microsoft Dynamics Portal login

Microsoft Dynamics Portal login





+ CONFIG

Secure Password





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Configurable Levels of Password security





Quantity included

+ CONFIG

Branded differently on multiple Utility websites





Quantity included

+ CONFIG

Password Reset capability





Quantity included

+ CONFIG

Two Factor Authentication





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

+ CONFIG

Bulk Login Invitations initiated by internal utility staff





Included

+ CONFIG

Branding

Branding per Utility





+ CONFIG

Unique Color Scheme per Portal





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Multiple Branding Variations per Application





Quantity included

+ CONFIG

Multiple Branding Variations per Dashboard





Quantity included

+ CONFIG

Field Service Module

Branding per Utility





Not available*

+ CONFIG

Unique Color Scheme per Portal





Attachments stored in Microsoft Dynamics Database

Not available*

+ CONFIG

Security Roles

Customer – Level 1





+ CONFIG

Customer – Level 2





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Partner





Quantity included

+ CONFIG

Utility





Quantity included

+ CONFIG

Inspector





Quantity included

+ CONFIG

Evaluator





Quantity included

+ CONFIG

Access to Records

Admin Access





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

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Multiple Utilities





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

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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





Quantity included

+ CONFIG

Ability to view all records that the Partner is associated with





Quantity included

+ CONFIG

Ability to view all records that the Customer is associated with





Quantity included

+ CONFIG

User Experience

Amazon/eBay Shopping Cart experience





+ CONFIG

Amazon/eBay Shopping Card experience





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Lists – Filtering





Quantity included

+ CONFIG

Lists – Sorting





Quantity included

+ CONFIG

Lists – Export to Excel (as List Report)





Quantity included

+ CONFIG

SAP Integrations

Customer/Premise/Account Info





Meter/Consumption Info





Accounts Payable (Payment Initiation)





Oracle Integrations

Customer/Premise/Account Info





Meter/Consumption Info





Accounts Payable (Payment Initiation)





Integrations

ENERGY STAR





Quantity included

+ CONFIG

Measure Calculators – Deemed/Prescriptive





Quantity included

+ CONFIG

Measure Calculators – ESP





(by Energy Platforms)

+ CONFIG

Cost Effectiveness Calculator





(e.g. TRC, PAC, etc.)

+ CONFIG

Microsoft Power BI





(e.g. TRC, PAC, etc.)

+ CONFIG

Microsoft Excel





(e.g. TRC, PAC, etc.)

+ 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





To Applicant that the Audit/Appointment Request has been received





To Partner of Audit/Appointment Request by Customer





Dashboard Notification

To Partner of Audit/Appointment Request by Customer





To Partner regarding their Next Steps





To Customer regarding their Next Steps





CRM Functionality

Contact Management





+ CONFIG

Lead Management





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

+ CONFIG

Opportunity Management





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

+ CONFIG

Marketing Management





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

+ CONFIG

Activity Tracking





(Calls, Emails, Tasks, etc.)

+ CONFIG

History Tracking





(Calls, Emails, Tasks, etc.)

+ CONFIG

Post Tracking





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

+ CONFIG

Interactivity with Utility Website

Link to Utility Rebate Website





Link from Utility Rebate Website





Customer – Applications/Workflows

Request Partner Appointment





+ CONFIG

Initiate Rebate Application





+ CONFIG

Next Steps
(Visible and clearly defined)





+ CONFIG

Partner – Applications/Workflows

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 – Screens 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





+ CONFIG

Configuration Automations – Screens 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