IT Support Staff for DSM Programs
How does Dynamic DSM solve challenges faced by IT Support Staff

CLOUD SECURITY
CHALLENGE
CLOUD SECURITY
I face the challenge of making sure our data is protected and stored within the highest levels of Cloud Security
In essence, I don’t want to worry about data security. I need a system that is natively recognized as the best-of-breed in terms of security.
SOLUTION
CLONING PROGRAM TEMPLATES
Dynamic DSM allows Program Managers and Admins to clone/copy Program Templates and make tweaks to those templates.
This cloning can be done individually as well as in bulk.
We leverage built-in Microsoft Dynamics functionality to accomplish this.
BENEFITS
TIME & FOCUS
Processes that previously took weeks or months are now reduced to hours and days.
Program Managers and Administrators can clone individual or multiple Program Templates simultaneously.
PM’s love to use the Extract to Excel Online button, followed by making adjustments in Excel Online and hitting the “Save to System” button.

USER AND LICENSE MANAGEMENT
CHALLENGE
USER AND LICENSE MANAGEMENT
I need to manage a lot of users including their licenses and user permissions. I need a system that is mature and allows for simple management of users, licenses, roles, teams, permissions, access, and more.
In essence, I need a system that makes my workload simpler, not harder.
SOLUTION
CLONING PROGRAM TEMPLATES
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
FLEXIBILITY & MODELING
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

PORTAL INTEGRATION
CHALLENGE
SSO PORTAL INTEGRATION
I need a portal platform that uses SAML 2 to seamlessly integrate into our current system.
In essence, our portals must seamlessly connect, using standard technology.
SOLUTION
DYNAMICS INTEGRATIONS
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
CLARITY, HAPPY STAFF
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

INTEGRATION
CHALLENGE
INTEGRATION
I don’t want to learn a new system for integrating data with our SAP/Oracle database. I want to use reliable and bullet-proof technology that is cutting edge. And I want to be able to easily train my staff on such a system.
In essence, SAP/Oracle is our database for customers, premises, and meters. And any new tracking system must easily integrate..
SOLUTION
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We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
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Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

OUTLOOK INTEGRATION
CHALLENGE
OUTLOOK INTEGRATION
Our users live inside of Outlook all day, every day. Our current system doesn’t allow for seamless integration, which results in a lot of double data-entry.
In essence, I want my users to be able to work in Outlook as well as the tracking system — seamlessly.
SOLUTION
XXXXXXXXXXXXXXXXXXX
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

INTEGRATION FRAMEWORK
CHALLENGE
INTEGRATION FRAMEWORK
We have a variety of internal and external systems that utilize various methods for integreating data. I need a standardized platform that can be easily connected.
Simply put, if I am to pick a new platform, it needs to have a mature API, easily leverage common technology such as SSIS packages, and be built on a platform that is forward-thinking and flexible, such as Common Data Services…
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

SERVICE LEVELS
CHALLENGE
SERVICE LEVELS
I need to be able to guarantee my users top rate environments as well as uptime service levels.
In essence, I need a 99% uptime guarantee and an environment that is stable, secure and redundantly backed up.
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
xxxxxxxxxxxxxxxxxxxxxxxx
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

COMPATIBILITY
CHALLENGE
COMPATIBILITY
My systems need to be accessible across multiple, standard devices and browsers. They also need to be future-proof, thus providing confidence that they will be remaining compatible over the coming years.
In essence, I need to be confident that my staff and customers can access data across multiple browsers and devices.
SOLUTION
XXXXXXXXXXXXXXXXXXX
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

DATA STORAGE
CHALLENGE
DATA STORAGE
I cannot rely on a system that has data storage limits or flaws. I cannot worry about security concerns. The system must be bullet-proof.
In essence, I want to be able to leverage SharePoint where needed, automatically run backups numerous times per day, and even copy/sync my data into a SQL database on a daily basis.
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

DIGITAL SIGNATURE
CHALLENGE
DIGITAL SIGNATURE
Because our approval requirements are fairly complex and involve money, our compliance department requires us to submit payment request via paper approvals & signatures — which is very time intensive.
In essence, I would love to have a fool-proof, configurable system of digital signatures to manage our payment approval threshold levels.
SOLUTION
XXXXXXXXXXXXXXXXXXX
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.
Testimonial
“We have thoroughly compared all the DSM Tracking Systems on the market, and yours is the best — hands down!”
Enbridge Gas Distribution
Uncovering utility needs. Solving ENERGY Problems!
Since 2006, we have been evolving our solutions to handle all rebate programs in a single configurable environment.