Engagement, Action, & Insights

EnergySavvy Optix delivers modern customer experiences, business process solutions, and data analytics to utilities transforming the customer side of their business.


Cloud software to power customer engagement, action, and insights

In the face of massive change in the industry, Optix is enabling utilities to re-engineer the customer experience. Its solutions are designed to engage customers in ways that drive participation, enable business process solutions that delight customers and lower utility costs, and drive business performance through practical analytics. Solutions are built on top of the Optix Data Store, designed for security, scalability, configurability and seamless integration to existing IT systems. And our team ensures client success through structured but flexible Solution Delivery.

Diagram: The Optix DSM Platform

Optix action

Business Process Solutions

Vendors, partners, programs, and staff may change, but managing business process across your customer programs and experiences should be smooth and automated. Optix Manage keeps you in control, connects data and integrates disparate IT systems to streamline business processes. It tracks and optimizes your residential and commercial customer participation from application through results while delivering best-in-class user experiences for program staff, customers, and partners. Real-time insight with pre-built analytics and flexible ad hoc reporting set your data free.

  • Improves cost-effectiveness 31% reduction in administrative time.
  • Speeds programs 40% decrease in program steps from intake to completion.
  • Boosts savings Increase in project completion rate from 48% to 70%.
  • Delights partners Trade ally satisfaction increased by 4x after Optix Manage was implemented.
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We chose EnergySavvy’s proven solutions to help us engage customers and streamline workflow to improve program performance and reduce cost. We’re working with EnergySavvy to continue to scale our programs and maintain our position among the top performing utilities nationwide.

Nathan Morey,
Salt River Project

Optix insights

Modern Analytics for Data-Driven Decisions

Optix Quantify combines modern, cloud-based software with best-in-class energy use modeling to deliver data-driven customer insights and measure energy use impacts from program participation. Utilities are able to quickly discover and address opportunities to target customers with the right offer, improve program performance, reduce data collection costs, and increase program transparency for all stakeholders. Optix Quantify gives utility planners, implementers, and evaluators the control and transparency to maximize performance.

  • Trade ally performance Real-time measurement lets you take corrective action quickly.
  • Lower costs of compliance Identify premises requiring inspection through remote QA/QC.
  • Target marketing Target customer segments and identify programs with highest potential.
  • Pilot programs Focus limited resources on buildings with highest potential savings.
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Optix data store

Foundation for Client Success

Optix has been purpose built from the ground up to meet the needs of the utility industry. Secure and scalable, Optix Data Store integrates with other utility information systems and synchronizes with third-party databases such as those maintained by program implementers. Optix products are built upon the platform using modern cloud technologies, resulting in solutions that are both flexible and configurable.

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EnergySavvy has really exceeded my expectations on customer service and the product itself. We’ve been particularly impressed with how easily customizable the software is to fit the look, feel and business requirements of our program.

Carla De La Chapa,
Program Manager, CPS Energy

solution delivery

We’re Here to Serve

Blend of Structure & Flexibility

We implement Optix with a standard methodology that has evolved through best practices nationwide, yet we maintain the agility to create a customized work experience for every client.

Unwavering Focus on Your Goals

A dedicated team of implementation experts, support staff, and software engineers is assigned to each of our clients to become fully immersed in a shared vision of success. And we’re with you every step of the way.

More Than Just a Contract

When you partner with EnergySavvy, you’ll gain a strong industry ally and thought leader. We strive to provide best practices to our clients - not simply the best ways to implement our software to achieve your goals, but how to be the best in the industry.

You’re in the Driver’s Seat

We adapt our best practices to you. Our implementation is designed to reach multiple stopping points where we ensure full client sign-off on our shared vision and products. Over time, this will take the form of both remote and in-person meetings at an appropriate cadence for you.

The relationship has been phenomenal. EnergySavvy’s products have been a huge success, but it’s more than that. It’s the team that is truly invested and dedicated to making us successful. We have a shared roadmap, a great success story and a team built on partnership and trust.

Maggie Gibbs,
Arizona Public Service