Jeff Ressler
Clean Power Research
Matthew Bleeker
Clean Power Research
Matthew Bleeker, VP of Marketing, and Jeff Ressler, CEO of Clean Power Research introduce what’s new for Reflow™ 2024. They will also discuss trends and challenges the utility industry is experiencing in the energy transformation and how those trends and challenges are being managed through innovations by PowerClerk®. In this session, Matthew and Jeff discuss these topics and more:
• What’s new for Reflow 2024
• Evolving and expanding use-cases for PowerClerk
• How integrating 3rd party tools to PowerClerk can be transformational
• Why we’re introducing our new Certification Program
• Where we’re going with PowerClerk in 2024 and beyond
This session is a good fit for: Everyone
Jenn Gough
Clean Power Research
Aaron Cabral
Public Service Company of New Mexico
Join us to discover how PowerClerk revolutionizes new construction and upgraded electric service requests for utilities. Explore how it streamlines processes, enhances transparency, and automates end-to-end workflows. Gain insights into PNM's successful utilization of PowerClerk for managing new and upgraded service requests, showcasing its versatile applications.
In this session you’ll learn:
• An overview to streamlining service request programs via PowerClerk
• How workflow automation will save your team manual effort, while accelerating fulfillment for customers
• How PNM is already leveraging PowerClerk in their service request programs
This session is a good fit for: Everyone
James Latham
Clean Power Research
Explore the transformative power of integrating PowerClerk workflows with several systems like CIS, CRM, GIS, WAM, and BI. Whether it's spatial data analysis with GIS or streamlined customer management with CRM, PowerClerk ensures compatibility for maximizing technological investments.
In this session you’ll learn:
• How integrations streamline processes, enhance accuracy, and elevate operational efficiency
• Real-world examples of integrations including ArcGIS, Salesforce, PowerBI, Maximo, and more
• How PowerClerk harmonizes with other systems to unlock your full power
This session is a good fit for: Everyone
Aubrey Bautista
Clean Power Research
This session demonstrates how to enhance utility-homeowner interactions with minimal effort and maximize engagement. Utilizing VersaForms™, a feature of PowerClerk, you can interact with homeowners without requiring a PowerClerk account or login.
In this session you’ll learn:
• How to enable applicants to easily enroll in a new program
• How to gather information like project approvals or surveys automatically from homeowners or stakeholders
• How to embed Versaforms in your programs or web pages
This session is a good fit for: Beginner PowerClerk Users
Jeff Ressler
Clean Power Research
Hannah Keenan
Center for Sustainable Energy
Rebates are back and not just for EVSE. The Inflation Reduction Act (IRA) funds multiple federal departments that are in turn awarding money to state energy offices for programs like Solar for All. PowerClerk—originally a rebate and incentive processing system—has handled 94 solar programs and approximately 650,000 projects across residential, commercial and community-solar for 11GW worth of capacity and nearly $4B in incentives.
In this session, you'll learn:
• How PowerClerk can be configured to handle a variety of DER and energy rebate programs
• How to set up rebate programs in PowerClerk with best practices
• How a range of incentive types can be calculated
This session is a good fit for: Everyone
Lauren Gottschalk
Clean Power Research
Andrew Price
Clean Power Research
Taylor Sprinkle
CORE Electric Cooperative
Our Transportation Electrification solutions are leveraged by 35+ utilities and energy agencies to streamline and scale their customer programs. This session is ideal for EV Program Managers. Topics will include emerging challenges across Residential and Commercial EV Programs and how our solutions help utilities futureproof their customer offerings.
In this session you’ll learn:
• How PowerClerk enables a range of programs— from residential charger installation to complex make-ready projects
• How utilities can futureproof their programs by accounting for V2X use cases and their associated processing nuances
• How CORE has approached residential EVSE installation and managed charging programs
This session is a good fit for: Everyone
Lauren Gottschalk
Clean Power Research
Unlock the full potential of your signatures workflow! Whether you’ve been using our classic eSignatures feature, traditional pen & paper methods, or were an early adopter of eSignature Envelopes, join us to discover how you can elevate your signature processes.
In this session you’ll learn:
• How to comprehensively configure and manage eSignatures
• How to seamlessly request signatures using an Automation Action Rule
• How to create routing orders for recipients and simply add admin contact information for countersignature
This session is a good fit for: Intermediate PowerClerk Users
Evan Gray
Clean Power Research
Jenn Gough
Clean Power Research
Gabe Lieb
Energy First California
Join us to explore the dynamic applications of PowerClerk, showcasing its pivotal role in managing customer energy programs. Delve into the success story of how Efficiency First California uses PowerClerk for SMUD's Home Performance Program, which bundles whole-house energy efficient upgrades.
In this session you’ll learn:
• How PowerClerk’s versatile capabilities can support automation in home performance, electrification, and renewable energy rebate program workflows
• How time consuming tasks like communications and deadline management can be significantly simplified
• How PowerClerk enables program managers to swiftly react to changing mandates without coding or IT intervention
This session is a good fit for: Everyone
Torsten Zabka
Clean Power Research
Navigating changing requirements to keep your PowerClerk program optimized can be complex. This session provides strategies to implement updates efficiently and minimize program downtime. Make the most of your PowerClerk investment by effectively training staff through available online tools and PowerClerk’s new Certification program.
In this session you’ll learn:
• How to tap into PowerClerk's self-service resources (LMS and Support Center)
• When to leverage Professional Services for specialized configurations, new features, and project timeline needs
• How to assemble the right team and gather key resources for smooth program updates
This session is a good fit for: Everyone
Amanda Eason
Clean Power Research
Are you manually updating project records when homeowners change? Are you notified of new homeownership outside of PowerClerk? Explore the power of PowerClerk Channels to synchronize data across programs and projects, ensuring the smooth transition of information when homeowners move in or out.
In this session you’ll learn:
• How to designate a new project as a “successor” to help maintain data integrity and centralize information within PowerClerk
• How to set up and utilize Channels, gain insights into configuration steps and effective project interaction in PowerClerk
This session is a good fit for: Advanced PowerClerk Users
Hiro Hiraiwa
Clean Power Research
James Latham
Clean Power Research
Aaron Allen
PNM Resources
Diana Barton
Central Hudson
Andrew Galczyk
DTE Energy
Join us for a dynamic roundtable discussion with utility leaders, sharing their experiences, successes, challenges, and future plans in leveraging PowerClerk’s workflow automation and integration capabilities to streamline engineering reviews. Through live demonstrations and real-world examples, explore the efficiency gains and practical insights gained from various integration approaches.
In this session you’ll learn:
• How PowerClerk seamlessly integrates with leading power engineering software tools
• How to optimize engineering reviews, technical screenings, hosting capacity analysis, and power flow studies within the interconnection workflow
• Best practices and innovative strategies to enhance your interconnection workflow efficiency
This session is a good fit for: Intermediate PowerClerk Users
Brandon Cowell
Clean Power Research
Discover how PowerClerk's flexible reporting capabilities empower utilities and energy agencies to analyze their program’s performance, unveiling crucial insights into how they might maximize operational efficiency. This session will include a step-by-step walkthrough of how to create, automate, and integrate PowerClerk reports with common business intelligence tools and streamline your program analytics.
In this session, you will learn:
• How to unlock the potential of PowerClerk data through seamless connections with Power BI
• Learn best practices for streamlining your program data along with a few tips and tricks
• Explore strategies for identifying process improvement opportunities
This session is a good fit for: Intermediate PowerClerk Users
Melissa Days
Clean Power Research
Using PowerClerk’s Project Table Channel, utilities can achieve a one-stop shop for all their construction milestone needs. The Project Table allows the organization of milestones in a central table for users to view the status, due date, milestone requirements, payments, and fulfillment documentation. This approach also enables each milestone to have their own independent workflow (where applicable).
In this session you’ll learn:
• How to create a Project List Channel Table for organizing construction milestones
• How to conveniently send notifications to customers that have gone beyond their due date
• Keep track of every construction milestone more efficiently, fulfilling these milestones simply
This session is a good fit for: Intermediate PowerClerk Users
Shannon Roberts
Clean Power Research
Utilities want to shift their customer energy consumption off peak usage times and are developing rates and programs to incent that behavior. However, lack of customer awareness, uncertainty of the program benefit and cumbersome sign-up processes are obstacles. We’ll demonstrate how to automate personalized customer engagement and rate education using WattPlan® and streamline program enrollment and user analytics using PowerClerk®.
In this session you’ll learn:
• How WattPlan can compliment PowerClerk to increase program enrollment and success
• How to roll out new programs such as Time of Use Rates to customers more effectively
This session is a good fit for: Everyone
James Latham
Clean Power Research
Join us for this interactive integration workshop! Whether you’re new to PowerClerk or a veteran, we think you’ll find this session inspiring. We will guide you through making PowerClerk V2 API calls using Postman documentation and setting up a Standard Web Adapter.
In this session you’ll learn:
• What types of capabilities are possible with PowerClerk’s simple, no-code integrations
• What is a Web Adapter, and how to build one
• How to use Postman to call PowerClerk APIs, as well as good API patterns
This session is a good fit for: PowerClerk Users
Scott DeWees
Clean Power Research
Meghan Jennings
Rappahannock Electric Cooperative
Shelly Whitworth
Clean Power Research
Discover how REC successfully automated its member (customer) education for solar options and streamlined its interconnection program management. These actions enabled rapid application approvals, reduced phone hours and improved relationships with solar installers.
In this session you’ll learn from Meghan Jennings, Distributed Energy Resource Specialist at REC about how she implemented our flexible solutions, improving the day-to-day experience, including how REC:
• Saved ~40 phone representative hours a month by empowering members with accurate solar estimates with WattPlan
• Improved solar installer relationships by providing real-time project status, fast approvals and eSignatures with PowerClerk®
This session is a good fit for: Everyone