Smartsheet Consulting Case Study

Automate and Enhance
Client Management

What Problem(s) Was the Customer Trying to Solve?

Company Info
  • A national utility company
  • Develops cost effective energy efficiency programs for low-income homeowners
  • Pay As You Save (PAYS) programs where the company works with other utility companies to identify and upgrade energy intense homes through a tariff on-bill program
Problem Areas
  • Wanted to automate and enhance client management capabilities
  • Needed to streamline and scale their participant management process for all its active and future programs, which includes but not limited to over 7k participants
  • Sought an automatic way to capture participant key metrics that are vital to measuring cost and environmental efficiencies across each program

How Did M2's Smartsheet Solutions Solve the Problem?

The Solutions

Implemented a Control Center solution which provided the following:

  • Automatically provisions participant sheets for all approved participants in their respective program
  • Tracks all utility and contractor activities required to complete the program, including upgrades, costs, and scheduling, which provided standardization across the various programs
  • Tracks and summarized all participant information and key metrics through a program summary
  • Created several reports and program level dashboards allowing multiple users to interact with the data as applicable to successfully navigate through each phase of the program
  • Allowed the utility company to stand up future programs and provision the necessary participant sheets as clients sign up through their website creating sustainable growth over time. Portfolio summary and metrics provide insights to each program to promote future enhancements and opportunities.

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