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Featured at the E Source Forum: Rebate Processing Goes Paperless … For Your Customers, Too

Energy efficiency rebate processing is notorious for its inefficient dependency on paper, unenforceable workflows and obsolete IT systems. Utility program management is infamous for requiring the best and brightest employees to spend all their time reformatting spreadsheets to squeeze out program insights.

Providers who don’t want their programs to live down to that reputation are encouraged to visit Green Team Energy Services at the 2015 E Source Forum (Booth #13). Imtiaz Khan, CEO, and Sean Weitner, Director of Customer Solutions, will demonstrate Green Team’s program administration offerings on its next-generation platform, DSMTracker.

DSMTracker reduces administrative costs, increases customer satisfaction, and delivers unparalleled data integrity. Its cloud platform is currently in use by investor-owned utilities, municipalities and contractors in 11 states to perform the following functions:

  • Rebate processing
  • Data tracking and reporting
  • Custom application workflows
  • Upstream and midstream program management
  • Field inspections
  • Work orders and dispatch
  • Quality assurance
  • Ad hoc reporting and dashboards

DSMTracker’s newest module is online and mobile rebates, which lets customers apply for rebates on their phone before they even leave the store—no paper, no stamps, no envelopes, no data entry, no waiting. Styled like an e-commerce experience rather than a utility website, DSMTracker Mobile Rebates reinvents how utilities interact with their customers. Green Team even offers rebate processing and call center services for utilities using DSMTracker.

Green Team Energy Services is headquartered in Alpharetta, Ga. More information, including product videos, can be found at and, or by contacting the staff at

The E Source Forum will be held at the Hyatt Regency in Denver, Colo., on October 13 – 16.

Energy Efficiency Data Tracking and Reporting Software : DSMTracker

Watch this 3 minute video to learn how DSMTracker can improve operational efficiency and eliminate repetitive tasks for an energy efficiency program manager.

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Energy Rebate Mobile App for Consumers

If you haven’t already, it’s time to start thinking about energy efficiency rebates. Your customers are planning on spending a portion of their tax refunds on home improvements. Some of that money will go to making their homes stay cool in the summer and warm in the winter more efficiently. After this year’s winter, homeowners are starting to see what their outdated HVAC and older doors and windows are costing them. Since consumers are looking to make these upgrades anyway, you should take advantage and offer energy rebates.

DSM Mobile RebatesGreen Team Energy Services has a low-cost solution that enable utilities to offer rebates easier without the headaches of manually processing each order. That solution is DSM Mobile Rebates. It is a seamless, electronic energy efficiency rebates processing channel built on cloud technology. DSM Mobile Rebates eliminates paper rebates which saves utilities manpower, time, and money, while improving program cost-effectiveness. When DSM Mobile Rebates is implemented into energy efficiency programs, utilities receive not only the mobile app but also Green Team Energy Services’ powerful DSMTracker rebates processing module on the backend. This rebates engine can also be enabled to work with all other rebate application channels, along with mobile rebates to drive cost out of the rebates process. As a result the utility saves money, while providing their customers with a way to save money too.

DSM Mobile Rebates is a mobile app consumers can download to their Android or iPhone. It’s easy to use for them. All they have to do is take a picture of their receipt, answer some pertinent questions, and apply for the rebate. Because the program is already setup, the system processes the rebate without your team even having to touch it. It’s a win-win for consumers and utilities.

For more information, email or call 877-409-7412.

Utility Asset Management: Premise Works

Utilities do more than just provide necessities such as electricity, gas, and/or water. They also maintain an infrastructure to provide consumers with that necessity. Managing the assets that provide that infrastructure can be challenging. The problem is that, over time, utilities have used multiple systems to maintain those assets which has led to bad data and incomplete asset history. Properly managing individual field assets such as light poles, transformers, and meters can make all the difference. Knowing the precise location as well as complete history of a field asset is critical for dispatching crews to maintain and service those assets.

PremiseWorks provides a solution for comprehensive management and tracking of individual assets, including a work order engine for dispatching crews to those assets. It can help field maintenance crews locate assets by providing narrowly defined asset locations with geo coding, notes, and pictures, which minimizes time spent locating assets in the field, allowing for more to be maintained.  It gives utilities the ability to more efficiently keep a complete asset history database, while preventing duplications and redundancies, by providing work order disposition and status updates from mobile devices in real time; thus, eliminating the need for manual updates. Each asset is maintained individually with its own complete history.

Working smart means making smart choices. The smart choice for utilities is working on a cloud platform that eliminates redundancies, manages data from multiple data sets, manages assets, and schedules. To learn more or schedule a demo, call 877-409-7412 or email

DSMTracker Utility Data Management

The utility industry is putting quite a bit of emphasis on data management. There is so much data coming from a variety of sources that managing it all is time consuming and expensive. And with many data management solutions, there is no mechanism built in to alleviate the anxiety of inaccurate and incomplete data. It is difficult to be confident that all of the data is accurate for analysis and reporting purposes.

DSMTracker, a demand side data management software tool, cleans up data from the multiple reporting sources, including third party program implementers, by filtering incoming reports through its proprietary exception handler.  The exception handler sits on top of DSMTracker and compares incoming data with defined program business rules, fixed data ranges, duplicates, etc. All incoming data must pass through this filter before being approved for storage and each data type can have its own set of rules for filtering. Any non-compliant data is sent to a queue for personal attention by the program manager.

Imagine the time that can be saved and the peace of mind you’ll have knowing that the stored data is accurate and up to date. DSMTracker makes running your energy program easy by automating data. You get easy to understand reports, with accurate data, in less time.  For more information or to schedule a demo call 877-409-7412.

Utility Customer Management

One acronym that gets tossed around a lot at tradeshows is CRM. Customer Relationship Management is transcendent of any industry because ultimately the best way to communicate with customers is by fully understanding their needs. This is also true of the utility industry. Utilities need to understand their customers in order to provide better DSM programs, help save energy, and ultimately meet regulatory goals. The problem is integrating the CRM system with DSM program management. Using multiple systems can be confusing and complicated. Right now, the majority of utilities use several platforms to manage customers and vendors, process rebates, and track savings and demand.

DSMTracker changes that. Instead of using multiple platforms and software to manage programs, DSMTracker is an all-in-one solution that manages your entire portfolio. Most importantly, it manages customers’ information, including contact information, billing, energy usage, program participation, rebates, etc. Utilities using DSMTracker have a complete 360 degree view of their customers, giving them the ability to segment customers based on their energy usage and offer custom energy rebates. Utilities can engage customers right from DSMTracker and email rebate offers. DSMTracker is also a rebate processing engine. It’s an automated platform that eliminates staffing needs to input and process rebates. It even processes rebate payments.

What Green Team Energy Services really offers utilities is energy efficiency in a box. Utilities get a CRM system that processes rebates and manages DSM programs. This system saves money and improves the customer experience. It really is an all one system that can be customized to fit any utility’s needs.

Energy Rebate Aftermath of a Bitter Cold South

DSMTracker helps utilties with rebate processing While many of us were at AESP in San Diego enjoying the balmy weather, our counterparts were bracing for Winter Storm Leon. And now, the South is getting hit with a catastrophic ice storm.  Unlike the north, the southeast was not prepared for the snow, or the ice that came with it. People living in a region that is not used to being so cold found themselves freezing and cranking up their thermostats.

The implications for utilities is an increase in demand.  Households in the south are not used to the cold Mother Nature has been dishing out.  Once consumers see their utility bill, they may start looking for ways to save money since their usage increased these past few weeks of bitter cold weather. In turn, they may look to their utility to see what rebates are offered to assist with upgrades they may be considering.

This turn of events bodes well for many utility programs, but comes with a negative consequence; rebate processing costs. Each rebate application that comes in has to be processed, which is costly for utilities due to the staff needed to review and manually enter the applications, whether processed by a third party or not. It’s a slow, tedious, and time consuming process that not only adds significant cost to the rebates process, but also delays payments to customers. Utilities need a solution that reduces cost, is easy to manage, and processes rebates seamlessly.

That solution is DSM Mobile Rebates, a low-cost, seamless, electronic energy efficiency rebates processing channel built on cloud technology. DSM Mobile Rebates eliminates paper rebates which saves utilities manpower, time, and money, while improving program cost-effectiveness. When DSM Mobile Rebates is implemented into energy efficiency programs, utilities receive not only the mobile app but also Green Team Energy Services’ powerful DSMTracker rebates processing module on the backend. This  rebates engine can also be enabled to work with all other rebate application channels, along with mobile rebates to drive cost out of the rebates process. As a result the utility saves money, while providing their customers with a way to save money too. Thus, the next time Mother Nature decides she wants to send a polar vortex to the South, they’ll be prepared.

Spring Cleaning with Mobile Rebates Processing

It’s coming around that time of year when many of us are starting to think about spring cleaning. It’s when households de-clutter and make some much needed upgrades.  Utilities need to take advantage of this time of year precisely for that reason. Some consumers are already starting to research potential upgrades. Utilities need to capture this market and give their customers a reason to upgrade to energy efficient products by offering rebates for specific measures.

While these incentives are a good thing for customers and help promote energy efficiency, they currently come at a high processing cost for utilities. This is due to the large staffing requirements needed to review and manually enter rebate applications in the rebate processing system for payment. This slow, tedious, and time consuming process adds significant cost to the rebates process and delays payments to customers.

dsm mobile rebates

It doesn’t have to be that way. Technology exists today that drives much of this cost out resulting in a lower cost, expedited rebates process, while also making it easier for your customers. That solution is DSM Mobile Rebates, an energy efficiency rebates processing channel built on cloud technology. DSM Mobile Rebates eliminates paper rebates saving you manpower, time, and money.

When DSM Mobile Rebates is inserted into energy efficiency programs, utilities receive not only the mobile app but also Green Team Energy Services’ powerful DSMTracker rebates processing module on the backend. This powerful rebates engine can also be enabled to work with all other rebate application channels, along with mobile rebates, to drive cost out of the rebates process. Not only do utilities get the convenient, proprietary mobile channel, but the rebates engine can be further leveraged to automate other rebate application channels to remove much of the manual labor that makes current rebate processing processes so costly. This automation happens by programming all pertinent business rules into the rebates engine. Therefore, the utility does not have to rely on a rebate processor to remember all the rules to determine if a rebate application is eligible, the software does that for them.

By providing customers with the convenient, low cost mobile rebate channel and the utility with powerful rebate automation for all rebate channels, more than 2/3 of current rebate processing costs can be driven out of their DSM programs. DSM Mobile Rebates and DSMTracker are set to revolutionize rebate processing and improve DSM program cost-effectiveness. Maybe utilities are ready to do some spring cleaning of their own!

Increasing 39% Energy Efficiency

All the crazy weather lately has had consumers and utilities a stir. Freezing temperatures due to the polar vortex left many without power and others worrying about their electricity bill. The polar vortex did not help utilities curb demand. These strange weather patterns, along with the fact that 2013 was 7th hottest year since the 19th century (when weather tracking began) has many utilities looking for better DSM solutions.

Opower reports that utilities allocate $8.3 billion to DSM initiatives. It’s a balancing act of ensuring your utility is profitable while remaining compliant with commission demands of reducing consumption. The US is only operating at 39% energy efficiency. DSM initiatives should ideally improve that number.

Utilities’ starting point should be data. You have systems that measure customer consumption and DSM programs that are designed to reduce that consumption, but do you have a single system that can consolidate that data in ways that make it easy to track, manage, analyze, and report? A good way for utilities to use  a portion of the $8.3 billion is to invest in a solution that manages consumption and DSM data.

DSM program capabilities

DSMTracker manages and tracks all your data in a way that makes it easy to extract for analysis and reports so you can better assess how customers are using, or saving, energy. DSMTracker also gives you the capability to implement energy efficiency and demand response programs with modules designed for delivery.

That same technology is mobile with DSM Mobile Rebates. Your customers can apply for energy rebates via their smartphone. Once their information is verified (within the platform), processing is automated; thus, driving significant cost out of the rebate process..

39% energy efficiency is not acceptable. One way utilities can contribute to the increase of that number, and be part of using the $8.3 billion in DSM initiatives, is to invest wisely in a platform that is essentially energy efficiency in a box for program managers.

Managing the Data Chaos

Managers of demand side management (DSM) have quite the task. They have to meet commission goals and improve energy efficiency, while ensuring each program  is cost-effective. In some cases fines are levied by the commission when programs are not meeting targets. Data is the lifeblood of DSM programs and bad data can jeopardize these programs.

The reality is, DSM program managers have to sift through a lot of data. Customer account information and energy consumption, measures libraries with deemed savings or impact algorithms, implementation contractor data, etc. All of this data needs to be managed in one place, but in many cases it is not. For many utilities, all of that data and information is scattered in different sources. When it does come time to report DSM program numbers, it takes time to piecemeal and compile a report.

There are software solutions out there that serve not only as a repository for all program data sources, but to consolidate, manage, and analyze the data as well, feeding them into one system, designed specifically to manage DSM program data. Our flagship software solution, DSMTracker, is the perfect example of a platform that manages large amounts of disparate data in one place. DSMTracker is accurate, consistent, and easy to interpret. Furthermore, on-demand reporting and analytics is helpful during Energy Measure Verification and Evaluations (EM&V). Using the built in analytics and reporting tools, any desired report is right at your fingertips.

Implementation contractor program data is received and managed in the same place DSM programs and portfolios are managed and tracked. Additionally, a robust solution allows for integrating with other internal IT platforms, such as MDM systems, to pull information as needed and improve analysis and reporting. This provides the capability to easily integrate multiple data sets when needed.

Since all of this information is in one place, program managers can accurately see how well the DSM programs are doing and make necessary changes to boost numbers and prevent those hefty fines. Energy rebates can be offered and applications processed, through payment, all within the same platform. The challenge of multiple data points disappears. Plus, all of that data isn’t just available on a laptop. Because DSMTracker is built on, program information can be accessed on a smartphone and tablet in real time.

Accurate, easy to manage data can make a huge difference for DSM program managers. It makes meeting energy savings goals easier and less costly. Knowing where each DSM program stands at all times, can help them make those adjustments early on, so the programs don’t end up falling short.