Process and Workflow Automation

Process and Workflow Automation


Automate manual processes to improve customer, contractor, and utility team experiences.

The Process Automation and Workflow Automation Challenge


Program managers are regularly in the dark about the status and detail of customer projects they’re responsible for, with little control over the customer experience and lacking insights into critical performance metrics.

To make matters worse, they too often have to string together cumbersome tasks, undertaken by a variety of siloed stakeholders, to ensure projects get completed on schedule—adding time, increasing costs, and escalating frustration.

The EnergySavvy Solution

Process and Workflow

EnergySavvy’s utility Process Automation and Workflow Automation enables program managers to have complete oversight of their programs. Using real-time analytics to deliver insights on every project in a utility’s program, Workflow Automation makes it easy to identify what’s working and what’s not. Our simple web interface provides an easy way to submit program information and keep track of projects—enabling trade allies, retailers, lenders and others to spend their time doing their jobs rather than filling out manual paperwork.

Our Energy Specialists in the field definitely prefer using EnergySavvy over alternative software. From entering modeling data to producing documents and contracting, EnergySavvy has streamlined the process of getting the data entered and the documents we need generated.

— Wyatt Couture, American Installations

Program transparency has also greatly improved [with EnergySavvy]. Virtually all program data is available in real time, and EnergySavvy’s powerful reporting capabilities have allowed easy access to information that was previously very difficult to obtain.

— Greg Krantz, Lead Program Manager, National Grid

Streamline and automate your utility processes and workflow management.