2019 nexant user consortium€¦ · project. work on project thru completion. workflow to process...
TRANSCRIPT
Troy WilliamsProduct Manager, Nexant
May 2, 2019
2019 Nexant User Consortium
iEnergyOnSite
1
Confidential
iEnergy Platform
2
Program AdminTrade Ally Network Admin
(3rd Party & Internal)
Customer
Vendor
Work together to start and complete
projects
Submit applications online
Maintain participating Network eligibility Trade Ally
Connect
iEnergyProgram
ManagementOnSite
Assessment Tool
Public User Experience
Project Bulk Upload(PBU)
Reporting & Analytics
Integration Interfaces
Rebates & Payments
Project Data Extract to Data Warehouse
Inspector
Customer
Vendor
Work together to start and complete
projects
Submit applications online
Maintain participating Network eligibility Trade Ally
Connect
iEnergyProgram
ManagementOnSite
Assessment Tool
Project Bulk Upload(PBU)
Reporting & Analytics
Integration Interfaces
Rebates & Payments
Project Data Extract to Data Warehouse
Public User Experience
Confidential
iEnergy OnSite - Recent Updates
3
June 2018
Requirements Gathering Began
August 2018
Prototype mock-ups completed
January 2019
First working product completed
Product enhancements
added
Q1 2019
Design for first customer deployments started
April 2019
Confidential
✓ Modern web-based design (mobile responsive)
✓ Offline capabilities
✓ Integration with iEnergy Program Management
✓ Configurable reports
✓ Equipment and measure mapping
✓ Can do custom integrations
4
iEnergy OnSite - Features
• Responsive display adjusts automatically to your device
• No custom software needed• Brandable• Updates pushed instantly
Confidential
✓ Modern web-based design (mobile responsive)
✓ Offline capabilities
✓ Integration with iEnergy Program Management
✓ Configurable reports
✓ Equipment and measure mapping
✓ Can do custom integrations
iEnergy OnSite - Features
5
• Browser caching• User continues work on
assessment• Save when regain connection
Confidential
✓ Modern web-based design (mobile responsive)
✓ Offline capabilities
✓ Integration with iEnergy Program Management
✓ Configurable reports
✓ Equipment and measure mapping
✓ Can do custom integrations
iEnergy OnSite - Features
6
• Any form can be an assessment form
• Data flows in and out through workflow
Start
End
Rebate Application
RebateApproval
PreliminaryAudit
Assessment
Confidential
✓ Modern web-based design (mobile responsive)
✓ Offline capabilities
✓ Integration with iEnergy Program Management
✓ Configurable reports
✓ Equipment and measure mapping
✓ Can do custom integrations
iEnergy OnSite - Features
7
• HTML Formatting• Images & Icons• Assessment Data & Calculations
Confidential 8
Customer Journey for Demo
Program Admin
Trade Ally
Customer
Follows up on Marketing. Goes
to Website.
iEnergy Program
ManagementOnSite
Reviews Eligible
Programs and Measures
Enroll in Program,
Select Partner
Visits Utility Website
Submit Assessment for
Approval
Approve Assessment and Continue
Project
Work on Project Thru Completion
Workflow to Process
Approvals, Payments,
Notifications, Etc.
AssessCustomer
Site
Confidential
iEnergy OnSite
DEMO
Confidential
✓ Partner-specific equipment libraries
✓ Out-of-the-box digital signature integrations
✓ Financing API integration with NEIF (formerly HBC captial)
✓ Assessment assignments for partners
✓ Duplicating assessments
iEnergy OnSite - Proposed Enhancements
10
11
Questions?
Confidential
iEnergy OnSite - Example Program Design 1
Start EndPreliminary
AuditRebate
ApplicationRebate
Approval
Inspection Assessment
iEnergy OnSite - Example Program Design 2
Start EndPreliminary
AuditRebate
ApplicationVerification
AuditRebate
Approval
PreliminaryAudit
VerificationAudit
Confidential
Current Next Generation
iEnergy OnSite - Features
13
iPad Only✓ Web-based responsive
design
Unchangeable Look & Feel✓ Brandable Themes and
Language
Separated in DSMC ✓ DSMC Integration
Reports require complex coding by developers
✓ HTML-configurable reports
Tedious manual equipment and measure mapping through UI
✓ Improved mapping solutions
No extensibility ✓ Custom integrations
Next-Gen Version
Confidential
Q1 2019• Contractor Company-level equipment management• Utilize OnSite deployment with barebones DSMC back-end for “OnSite-only”
deployments• DSMC program snippets for having assessments sub-program
Custom Integrations• DLC API integration• HBC Financial API integration
iEnergy OnSite - Out-of-the-Box Feature Backlog (not guaranteed)
Confidential
iEnergy OnSite - Program Design w/ Snippets (future)Assessment Program
Start End
Start End
Rebate Program
PreliminaryAudit
Rebate Application
VerificationAudit
RebateApproval
PreliminaryAudit
VerificationAudit
Confidential
✓ Responsive design
✓ Flexible configuration
✓ Powerful formulas & validations
✓ Easy photo capture
✓ Configurable reports
✓ Custom equipment and measure mapping
✓ Can do custom integrations
iEnergy OnSite - Assessments
16
Public User Experience (PUX)✓ Familiar browsing experience
✓ Customer-specific content filtering
✓ Intuitive interface
✓ Direct submittal to project
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LunchKings Point/Brooklyn Rooms12:30 – 2:00 p.m.