Program Consulting
Conservation best practices, drawn from twenty years of running DSM programs.
Products & support
The full energy efficiency software suite.
Mobile and portal DSM software for rebates, incentives, savings, measures, cost-effectiveness, payments and reporting — backed by full support and training for Microsoft Dynamics 365 CRM.
The suite
One platform. Twelve tools.
suite · rebate estore
Dynamic DSM
Tracking for large utilities
View product →RAMP
Tracking for small utilities
View product →Contractor Auditing Portal
Mobile energy auditing app
View product →Cost Effectiveness Engine
Configurable TRC and PAC cost-effectiveness calculation for every measure and program.
Virtual Energy Assessment
A remote assessment platform (VEAP) for energy evaluations without an onsite visit.
Model Library Builder
Build and maintain the measure and model library (MLB) that powers your calculators.
Rebate eStore
A modern, cart-style storefront for rebates with the feel of familiar shopping sites.
Trade Partner Network
Onboard, manage and collaborate with contractors and trade allies in one network.
Microsoft Power BI
Interactive, predictive reporting with real-time drill-down for staff, partners and customers.
Enterprise Integrations
Connect to SAP, Oracle and Salesforce via native API or SSIS — no manual copy-paste.
Microsoft Dynamics
The Dynamics 365 CRM foundation every tool is built on — with training to match.
Services
We don't just ship it — we stand it up.
01
Implementation
Template-based blueprinting and configuration to get your programs live, fast.
02
Support
Ongoing help and a knowledge base so your team is never stuck mid-program.
03
Integration
Native API and SSIS work to sync DSM data with SAP, Oracle, Salesforce and more.
04
Project Management
Hands-on delivery management so nothing falls through the cracks on rollout.
services · implementation blueprint
Tiered Support & Help Desk
Dedicated care, tailored to your team.
From ticket tracking to dedicated engineering teams, our support packages ensure your energy efficiency programs run without downtime.
support · service levels
Service Level 1
Technical Support
Comprehensive system technical support while your in-house administrators handle internal configuration and customizations.
Service Level 2
Dedicated Team
Direct access to a dedicated support team familiar with your specific environment, custom workflows, and third-party integrations.
Service Level 3
Dedicated Team + Config
Full-service tier including your dedicated support team plus ongoing custom development, report configuration, and process enhancements.
support · ticketing portal
Microsoft Dynamics 365 CRM
Full support and training for Microsoft Dynamics 365.
Already own Microsoft Dynamics licensing but feel like you're not getting the most out of it? Let us know. We love Dynamics 365 — and we want you to love using it too.
Ready when you are
Let's run your numbers.
A thirty-minute walkthrough on your actual portfolio — your measures, your rebates, your regulator. No slideware.