01
Requirements Clarification
We start by understanding your programs, processes and stakeholders — before anything is configured.
Services · Implementation
Implemented with you, end to end.
Our team is highly experienced at understanding your requirements and rapidly implementing them within our software platforms — so every one of your stakeholders finds value in every component.
The process
Four stages, one team.
02
Process Design
Your workflows, approvals and portals are designed against best practices refined since 2006.
03
System Configuration
Template-based configuration lets us clone and adjust proven setups to fit each program quickly.
04
Testing & Deployment
Full test cases across workflows, user functions and integrations — then a managed go-live.
services · implementation process
What's included
Every implementation covers.
Customer Portal
Your customers have the ability to apply online as well as view status reports of their applications. Within the portal they are able to digitally agree to terms.
Partner Portal
External partners such as Trade Allies, Inspectors, Evaluators, Contractors, Delivery Agents, and partner Utilities can be provided access to handle only their “slice of the pie”.
Measure Management
Our implementations include the design of Measure Templates along with Measure Calculators that can each be applied to multiple templates.
Integrations Rollout
Our implementations almost always include an integration component:
SAP, CIS, Oracle, Customer Data, Meter Usage
Migration of Historical/Legacy Data
Outlook, Excel, Word, Exchange SharePoint
Document Management
We implement a range of Document Management features, including defining required documents based on conditional criteria–not allowing approval if documents are not uploaded.
Branding
We ensure that the proper themes and branding styles (CSS) are applied to the system as well as the portal. White Labeling is also possible where needed.
Reporting, Forecasting & Goals
We provide standard reports on the basis of best practices since 2006. Additionally, we work with you to define, design, and implement Dashboards, Excel Reports, as well as Power BI visuals. Finally, we train your teams to use and create your own ad hoc reports.
Template-Based Configuration
Our Configuration Templates allow us to quickly clone existing templates and adjust according to the program requirements. In this way, we are able to quickly implement various programs. These templates include Program Templates, Measure Templates, Reporting/Dashboard Templates, Portal Templates, Email Notification Templates, Security Role Templates, and more.
Training
We provide live as well as web-based training. Admin Training covers topics such as Dynamics, Program config, and Measure maintenance. Power User Training covers the ability to perform all activities for each program, including all aspects of approvals and processing. Partner Training ensures that vendors are empowered to properly fill out online portal applications, as well as view and pull reports.
services · reporting & dashboards
services · customer engagement
Ready when you are
Let's blueprint your rollout.
Tell us about your programs and legacy systems — we'll walk you through the implementation plan, stage by stage.