Tracking for large utilities
Dynamic DSM
The full DSM tracking & reporting platform — applications, measures, payments, portals, workflow automation and Power BI, built on Microsoft Dynamics.
The full suite
The energy efficiency software suite.
Mobile and portal DSM software for rebates, incentives, savings, measures, TRC & PAC cost effectiveness, payments, reporting and virtual assessment.
Core platforms
Three platforms. One system.
Tracking for small utilities
RAMP
A right-sized rebate application management platform for small- and mid-sized utilities — deployed in 60–120 days, in three editions.
Energy auditing app
CAP
The Contractor Auditing Portal — a mobile app for onsite home energy audits, recommendations and proposals that convert into applications.
Tools & extensions
Every tool in the EE/DSM kit.
Each tool is built on the Microsoft Dynamics portal framework — so it plugs straight into Dynamic DSM, RAMP and CAP.
Cost Effectiveness Configuration Engine
Run TRC and PAC cost/benefit tests at the program, project or measure level — with configurable fields per fuel type.
Virtual Energy Assessment Platform
Perform remote assessments with customers — no truck roll required, results tracked in the DSM system.
Model Library Builder
Build and maintain your library of measure templates and calculators — apply one calculator to many templates.
Rebate eStore
A cart-style rebate storefront with the familiar feel of sites like Amazon — customers shop for rebates online.
Trade Partner Network
Onboard and manage contractors, inspectors, evaluators and delivery agents — all working on behalf of your customers.
Microsoft Power BI Reporting
Interactive dashboards and forecasting against KPIs and goals — segment, filter, drill down and export.
SAP · Oracle · Salesforce Integrations
Synchronize with your systems of record via a native API or SSIS — no copy-paste errors.
Program Consulting
Conservation best practices from a team delivering DSM & EE systems since 2006 — process, reporting and program design.
Microsoft Dynamics CRM Training
Full support and training for Dynamics 365 CRM — get the most out of licensing you already own.
We support and train Microsoft Dynamics 365 CRM teams.
Already own Dynamics licensing but don't feel like you're getting the most out of it? We love Dynamics 365 — and we want you to love using it too.