Agenda-Preliminary

Agenda

time iconMay 6, 2024 09:00

Session 1: Reflow Keynote

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Jeff Ressler
Clean Power Research

Clean Power Research CEO Jeff Ressler will share some topical insights and kick off Reflow 2024. Stay tuned for more information!

time iconMay 6, 2024 09:45

Session 2: From Friction to Flow: Optimizing Interconnection and Electric Service Requests with PowerClerk

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Jenn Gough
Clean Power Research

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Brian Boler
Clean Power Research

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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

time iconMay 6, 2024 10:30

Session 3: Elevating Efficiency with PowerClerk's Integration Ecosystem

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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

time iconMay 6, 2024 11:15

Session 4: Effortless Connections: Leveraging VersaForms to Streamline Utility-Homeowner Interactions

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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

Add to Calendar 05/06/2024 11:15 AM 05/06/2024 11:40 AM America/Los_Angeles Effortless Connections: Leveraging VersaForms to Streamline Utility-Homeowner Interactions 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 https://reflow-2024.vfairs.com
time iconMay 7, 2024 09:00

Session 5: PowerClerk for Incentive and Rebate Programs

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Jeff Ressler
Clean Power Research

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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

time iconMay 7, 2024 09:45

Session 6: Charge Up! Navigating the Future of Transportation Electrification

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Lauren Gottschalk
Clean Power Research

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Andrew Price
Clean Power Research

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

time iconMay 7, 2024 10:45

Session 7: Optimizing eSignature Management: How to Maximize the new eSignature Envelopes Feature

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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

time iconMay 7, 2024 11:15

Session 8: From Solar to Efficiency: PowerClerk's Impact on Customer Programs

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Evan Gray
Clean Power Research

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Jenn Gough
Clean Power Research

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

time iconMay 8, 2024 09:00

Session 9: Accelerate Implementation: Get Certified, Get Support

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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

time iconMay 8, 2024 09:45

Session 10: Channeling Seamless Transitions: Elevate the Move Out/Move in Process

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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

time iconMay 8, 2024 10:15

Session 11: Utility Roundtable—Amplifying Engineering Reviews with PowerClerk Integrations

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Hiro Hiraiwa
Clean Power Research

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James Latham
Clean Power Research

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

time iconMay 8, 2024 11:15

Session 12: Unveiling Program Performance: Analyzing PowerClerk Reports with Business Intelligence Tools

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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

time iconMay 8, 2024 11:45

Session 13: Mesmerizing Milestones – Managing Construction Milestones Pre and Post PTO

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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

time iconMay 9, 2024 09:00

Session 14: Supporting Successful Programs: Customer Identification, Outreach, Education and Enrollment for Time of Use Rates

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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

time iconMay 9, 2024 09:45

Session 15: PowerClerk Integration 101: A Hands-On Workshop

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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

time iconMay 9, 2024 10:15

Session 16: From Education to Approval - How Rappahannock Electric Co-op (REC) Reshaped the Solar Interconnection Experience for Customers, Employees and Installers

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Scott DeWees
Clean Power Research

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Meghan Jennings
Rappahannock Electric Cooperative

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