Weeks of work, down to hours.

Cloning Programs

I cannot quickly and easily copy last year’s program(s) and modify for the new year.

In essence, I am forced to manually re-create all the Measures, Automations, and Reports — when I should just be able to hit a button that duplicates last year’s program.

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.

COST EFFECTIVENESS TESTING

Cost Effectiveness testing and reporting are time-consuming and require lots of manual effort.

In essence, my team and I need to work in multiple software tools to track cost effectiveness for a measure, a project, or a program. It would be nice if I could just hit a button!

Cost-Effectiveness Config Engine

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.

DISJOINTED BUSINESS PROCESSES

It is unnecessarily difficult to manage my staff, because they work in multiple environments and therefore do not have standardized processes. Hard to use the system.

In essence, it is hard to use my system and difficult for my staff to efficiently do their jobs.

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.

REDUNDANT DATA ENTRY DUE TO LIMITED INTEGRATIONS

We have low system engagement. Everyone has developed their own methodologies, so it is difficult to set up targets and goals regarding system expectations.

In essence, I am not able to define meaningful KPIs across multiple systems.

Unified Integrations

We work with clients to define the “system of record” for each process. Typically SAP/CC&B [a] remains the system of record for Customer information (Accounts, Premise, etc.) while Dynamic DSM becomes the system of record for Projects, Programs, Applications, Leads, Marketing, etc.

In this way, the synchronizations provide more purpose than simply copying records back and forth. Fields in our system get locked down (not editable) if they have been synced from an external system of record.

ENROLLING & MANAGING TRADE ALLIES, CONTRACTORS, AND DELIVERY AGENTS

It is unnecessarily difficult to manage my staff, because they work in multiple environments and therefore do not have standardized processes. Hard to use the system.

In essence, it is hard to use my system and difficult for my staff to efficiently do their jobs.

Trade Partner Management

The Partner Portal allows Trade Partners to enroll in the Utility Partner Program. Trade Partners are able to update their Services, Products, Certifications, Service Territories, and more.

Trade Partners receive notifications to update certifications when needed. Trade Partners can apply to be listed as Preferred Partners. Customers can search the Customer Portal for nearby Partners matching their desired criteria.

TRACKING INFLUENCE ACROSS PROGRAMS

I have no way of tracking the influence from previously participated programs in order to target specific potential participants for this new year/program. Data Mining would be nice.

In essence, it would be nice to have access to the data and perform data mining activities. It would also be useful if the system automatically tracked the marketing source for each Project.

Lead & Opportunity Source

Each Application/Project can be associated with another Project that had influence on this record. Each Application/Project can be associated with a Lead record that had influence on this record.

Each Application/Project can be associated with a Marketing Campaign that had influence on this record. Each Application/Project can be associated with a Trade Partner that had influence on this record. Each Application/Project can be associated with a Referral Company or Contact that had influence on this record.

CRM & TRANSPARENT COMMUNICATION

Collaboration on our Key Accounts is almost impossible. We interact with various people at our customers, and our team members are frequently unaware of other communications taking place with the customer. Therefore, I want my staff to track emails — as well as log Notes, Calls, and Tasks.

In essence, before I visit my Key Account customer, it would be nice to know if another contact at the customer is upset at us. I want my staff to track emails — as well as log Notes, Calls, and Tasks.

Microsoft CRM Training

Microsoft Dynamics CRM contains hundreds of useful features to support sales and collaboration. We will train your staff on how to best utilize Microsoft Dynamics. We will show you the pros and cons of calls, appointments, meetings, histories, email, notes, posts, etc.

We show you how to “follow” specific Companies, Contacts, or Projects – so that you are alerted whenever specific actions take place.

INTERNAL COLLABORATION ON PROJECTS

Because I have multiple staff members OR departments working on various aspects of the same project, it is frustrating that these staff members cannot collaborate easily or quickly on projects.

In essence, I want to be able to assign various project tasks to the right staff members, while also maintaining visibility to ensure nothing falls between the cracks.

Business Process Flows

Microsoft Dynamics’s new Business Process Flow (BPF) functionality provides a drag-and-drop interface to manage all the complexities of your business processes.

This includes branching, conditional assignments, conditionally required fields, multiple approval steps and approval levels, conversion of leads to opportunities, conversion of opportunities to projects, and much more.

PERFORM CONFIGURATIONS MYSELF

Working with IT staff can be frustrating at times, because making minor adjustments to fields, screens, lists, reports can be very time-consuming. It should not take a month or two to add a field or update a report.

In essence, it would be nice to configure simple things myself.

DSM Configuration Panel

Dynamic DSM includes a complete configuration panel that is available to Utility Program Managers and Admins. This includes [a] Program Templates and Automations [b] Measure Templates and Calculators [c] Screen and Field Designer [d] Dashboard Designer [e] Email Notification Templates [f] User & Role Config Panel …and much more.

TRANSPARENT BUDGETS, GOALS, AND REAL-TIME PROGRESS

I do not have real-time visibility to my current budget and spending amounts.. I am not able in real-time to see where my savings and my spending numbers are YTD and against my goals.

In essence, I would like to be able to hit a button that immediately opens a report showing me where my program’s KPI’s are — up to the minute.

Configurable Financials

We developed a completely configurable Financials engine to represent Budget items. These Budget records can be freely associated at the Offering, Program, Portfolio, or Utility level.

The Microsoft Dynamics “Goal Reports” tool is then configured to represent whichever specific goals are relevant. Actual Financials are then automatically compared and contrasted to the Budgets — and placed on an interactive Goals Report for further analysis.

DIGITAL SIGNATURE FOR PAYMENT APPROVALS

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.

4 Digital Signature Options

[1] Digital Signature via Sign-In tracking throughout the system. In essence, some tasks are limited to specific set of Users. Only those Users are allowed to complete those tasks, thus providing their Approval via their User permissions.
[2] Digital Signature via Portal Login – Agreement to Terms & Conditions
[3] Upload of Signed Documents.
[4] Native integration with Digital Signature tools such as AdobeSign and DocuSign.