Optix Manage

Program Delivery Automation

Optix Manage, our Demand-Side Management (DSM) program automation and tracking system, provides everything a utility needs to deliver customer success that meets the bottom line.

Too often, DSM programs operate with disconnected customer experiences, datasets and software. Optix Manage creates great customer experiences, connects data and integrates IT components to streamline programs and increase savings per dollar. It manages and optimizes your residential, commercial and industrial programs every step along the way from application through results. Program implementers, partners, contractors and other stakeholders all interact in a web-enabled interface designed to facilitate seamless coordination, lower operational costs and drive increased savings.

EnergySavvy’s software gives us insight and control over our program performance by providing transparency and real-time quantification.

Gavin Hastings,
Arizona Public Service
Customer-Driven Automation

Remove ambiguity and excuses about who’s responsible to take the next step for your customer’s projects. Unlike traditional CRMs, workflow built into Optix Manage assigns tasks to the right person at the right time, removing the need for program staff to stay on top of every little detail. Easily see who’s responsible for the next step and when it’s due to be completed. After it’s done you’ll always be able to see and report on what happened.

Real-Time Insight & Results

Stop waiting for answers. With the real-time analytics, Optix Manage delivers insights on every project in your program. You’ll never wonder what’s going on with a customer’s project, contractor job, or rebate payout. Pre-built and ad hoc reports enable you to get the answers you need day or night. And gone are the days of making phone calls to your staff, implementers or contractors to answer customer questions. Optix Manage makes it easy to identify what’s working and what’s not.

Customer-First Design

From initial engagement to program completion, EnergySavvy relentlessly focuses on the customer user experience. Our modern technology stack and highly intuitive user interfaces better engage program participants, thereby reducing frustration, minimizing mistakes, and avoiding drop out.

Powerful Web Portals

Optix Manage provides an easy partner web portal for contractors, auditors, retailers, lenders and others, so they can spend their time doing their jobs rather than fighting with unfriendly systems and paperwork. Partners log in and act on your customer’s behalf without your intervention. Data entry and project updates, like recording installed measures, becomes a breeze with Optix Manage. And customers have their own project portal so they know exactly what’s going on with their home or business at any moment.

Streamlined Data Collection

Contractors typically deal with a lot of paper when working with utility energy efficiency programs. Reservation forms, bid forms, rebate forms – all with duplicate information requests – faxed in with no visibility into the processing status. Optix Manage revolutionizes the contractor experience. Program information is entered once, in a simple web interface, and partners can keep track of where their projects are as they proceed through the system.

Enterprise Integration

Take the pain out of spreadsheet uploads and automate your most expensive tasks. Optix Manage makes managing incentive payments, validation of user information, and many other system integrations easy. And HPXML integration with professional in-home audit tools will delight your trade allies. Spreadsheet-less data integration reduces errors and speeds up data collection. And, when spreadsheets are required, Optix makes transferring them between systems a breeze.

The Last Migration You'll Ever Do

Optix Manage can be used by any staff hired internally or externally to run your programs, replacing the risk of data loss with each staffing change with the safety and consistency of having a system that survives beyond personnel changes. With Optix Manage as your system of record, you’ll never need to do another migration.

Customer-Driven Automation
Real-Time Insight & Results
Customer-First Design
Powerful Web Portals
Streamlined Data Collection
Enterprise Integration
The Last Migration You'll Ever Do