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Join us as we present the results of the 2018 E Source Digital Metrics Survey on billing and payments, moving transactions, and department structures. During this web conference, we’ll share data on the channels customers are using to conduct key transactions, along with data on how utilities’ digital teams are structured and funded.

You’ll learn:

• The percentage of customers that are enrolled in paperless billing
• The channels customers are using to pay bills
• The channels customers are using to start, stop, or transfer service
• How digital teams within utility companies are structured and funded

Speaker:

Keenan Samuelson, Analyst, Customer Experience, E Source

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In this web conference, we’ll strategically break down the E Source E Design 2020 small and midsize business (SMB) ethnographic research, focusing on the K–12 and multifamily segments.

E Source partnered with Egg Strategy to perform ethnographic market research with SMB customers throughout North America in six business segments: healthcare, K–12, multifamily, restaurant, retail, and small manufacturing. The E Design 2020 SMB ethnographic research looks at SMB customer needs from both an energy and a non-energy perspective. Having open and honest conversations with SMB customers throughout North America uncovered critical insights that you need to consider to effectively engage and serve this ever-challenging sector. We designed this research to highlight critical gaps in utility-SMB customer relationships and inspire new programs, services, and experiences. Don’t miss this opportunity to put yourself in the shoes of SMB customers and view the world through their lens!

You’ll learn:

• Five SMB design imperatives that you should act on to bridge the engagement chasm
• Segment-specific insights and revelations
• What engagement looks like to these segments
• New-program, service, and experience ideas utility participants developed during E Design Week

Speakers:

Adam Maxwell, Senior Director, Strategy and New Products, E Source

Bill LeBlanc, Chief Instigation Agent, E Source

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

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In this web conference, we’ll strategically break down the E Source E Design 2020 small and midsize business (SMB) ethnographic research, focusing on the small manufacturing and healthcare segments.

E Source partnered with Egg Strategy to perform ethnographic market research with SMB customers throughout North America in six business segments: healthcare, K–12, multifamily, restaurant, retail, and small manufacturing. The E Design 2020 SMB ethnographic research looks at SMB customer needs from both an energy and a non-energy perspective. Having open and honest conversations with SMB customers throughout North America uncovered critical insights that you need to consider to effectively engage and serve this ever-challenging sector. We designed this research to highlight critical gaps in utility-SMB customer relationships and inspire new programs, services, and experiences. Don’t miss this opportunity to put yourself in the shoes of SMB customers and view the world through their lens!

You’ll learn:

• Five SMB design imperatives that you should act on to bridge the engagement chasm
• Segment-specific insights and revelations
• What engagement looks like to these segments
• New-program, service, and experience ideas utility participants developed during E Design Week

Speakers:

Adam Maxwell, Senior Director, Strategy and New Products, E Source

Bill LeBlanc, Chief Instigation Agent, E Source

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

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Regulators and utility management staff often want to know how demand-side management (DSM) programs stack up against peer utilities’ programs. Benchmarking is useful for finding gaps in DSM program design, implementation, and evaluation efforts. Join this web conference to learn new strategies for benchmarking your programs, or find out how E Source can help meet your benchmarking needs.

You will learn:

• How E Source Measure Insights—and its new features—can help with measure benchmarking
• How E Source DSM Insights—and its new features— can help with program and portfolio benchmarking
• Highlights from our recent DSM benchmark studies
• Ways you can use benchmarking data

Speakers:

Rachel Reiss Buckley, Senior Director, Customer Energy Solutions, E Source

Kate Merson, Director, Customer Energy Solutions, E Source

Liza Minor, Analyst, Customer Energy Solutions, E Source

Anyone working in utility DSM departments or any utility partners who work on benchmarking on behalf of utilities.

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).

Members of the E Source Alexa Utility Consortium convened in Seattle for a unique workshop. These forward-looking companies collaborated with E Source, Amazon, and their fellow utilities to strategically plan for the voice-enabled devices and smart properties that are now rapidly penetrating the global market. The workshop featured a trip to Amazon’s headquarters to learn from and ideate with Amazon staffers who are on the front lines of strategic, technological, and user-driven design efforts.

You can download materials from the workshop via the links below.

Download E Source List of Utility Skills and Actions (XLSX)

Download E Source Virtual Assistant Strategic Thought and Planning Exercises (PDF)

Download  E Source Alexa Utility Consortium: Welcome (PDF)

Download Essie Snell’s presentation, Voice Control Changes Everything: The Current Market, and Why Utilities Should Care About Virtual Assistants (PDF)

Download Matthew Burks’s presentation, Amazon Context: Technology and Market Landscape (PDF)

Download John Coyne’s presentation, Designing Voice Experiences (PDF)

Download  Day 2: Strategy and Roadmap Refinement (PDF)

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Have you heard of measurement and verification (M&V) 2.0, but you’re not quite sure what it means or how it can apply to your organization? In this web conference, we’ll demystify the technology that enables M&V 2.0—also known as advanced M&V, continuous M&V, and automated M&V.

Potential topics include:

• What M&V is, how it works, and its potential benefits
• Case studies from utilities that are piloting M&V 2.0
• Lawrence Berkeley National Laboratory’s research into the algorithms powering M&V 2.0, their accuracy, and the need for standardization
• Updates on regional activity, research, and pilots surrounding M&V 2.0

Speakers:

Zach Hamber, Associate Analyst, Customer Energy Solutions, E Source

Jessica Granderson, Mechanical Staff Scientist/Engineer, Lawrence Berkeley National Laboratory

Colm Otten, Senior Energy Management Analyst, Customer Energy Solutions, Seattle City Light

Miles Ingram, Senior Analyst, Energy Efficiency, Eversource

Brian Maloney, Program Manager, Southern California Edison

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

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E Source partnered with Egg Strategy to perform ethnographic market research with small and midsize business (SMB) customers throughout North America in six business segments: healthcare, K–12, multifamily, restaurant, retail, and small manufacturing. The E Design 2020 SMB ethnographic research looks at SMB customer needs from both an energy and a non-energy perspective. Having open and honest conversations with SMB customers throughout North America uncovered critical insights that you need to consider to effectively engage and serve this ever-challenging sector. We designed this research to highlight critical gaps in utility-SMB customer relationships and inspire new programs, services, and experiences. Don’t miss this opportunity to put yourself in the shoes of SMB customers and view the world through their lens!

You’ll learn:

• Five SMB design imperatives that you should act on to bridge the engagement chasm
• True SMB energy needs that present opportunities for utilities
• Universal themes across the six business segments
• Highlights from E Design Week, where utility participants applied design-thinking methodology to the ethnographic research to develop new SMB offerings

Speakers:

Adam Maxwell, Senior Director, Strategy and New Products, E Source

Bill LeBlanc, Chief Instigation Agent, E Source

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

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With new selective pressures challenging demand-side management (DSM) programs and portfolios, it’s imperative that utilities and other DSM program administrators develop a thorough understanding of top-performing commercial programs and the strategies behind their successes. Our best-in-class designation is based on a review of performance data, including energy savings, expenditures, performances relative to plans, acquisition costs, and cost-effectiveness. We also consider the key strategies and approaches that buoyed these programs to success.

You’ll learn:

• Which commercial and industrial (C&I) DSM programs are performing at a best-in-class level
• Key programmatic elements that have enabled success in C&I DSM programs
• How your C&I programs and results compare to other administrators’
• New perspectives, ideas, and strategies to implement into your own C&I DSM programs

Speakers:

Paul Salaz, Research Intern, E Source

Max Margolin, Research Intern, E Source

Brysen Daughton, Research Intern, E Source

Kevin Andrews, Senior Research Analyst, Customer Energy Solutions, E Source

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).

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E Source and EnerTech Capital, the longest continuously operating venture investment manager with a focus on energy and power industries, have collaborated to bring a deeper and more-sophisticated level of access to the energy industry’s emerging innovators. To understand utility disruption and the resulting opportunities, it’s important to hear from the entrepreneurs themselves. For our Innovation Showcase web conference series, we’ll feature one industry innovator per event. Participants will learn about the entrepreneur’s technology as well as their market perspective, business strategy, and progress.

This month’s featured company is Tangent Energy. Tangent Energy is a distributed energy resources (DERs) company that provides commercial and industrial customers with the technology, assets and managed services needed to identify and capitalize on economic opportunities on the energy grid without disrupting normal operations. Tangent Energy’s DER management system—named Tangent AMP—monitors grid, facility, and on-site generation assets and alerts customers ahead of high-value economic opportunities. By uniquely building out a DER solution from the customer side of the meter and monetizing it through exclusive relationships with energy retailers, municipal utilities, and other load-serving entities, Tangent Energy motivates and empowers customers to become price makers on the energy grid, while making it easier for the energy industry to access and integrate DERs. Note: This web conference isn’t an E Source or EnerTech Capital endorsement of Tangent Energy.

About the E Source Utility Innovation Showcase

We designed this web conference series to provide you with in-depth, structured presentations from privately owned companies with innovative products, services, and business models. We individually vet and select these companies based on their unique characteristics and market perspectives. Although not an endorsement, we believe these companies and their products could affect the energy industry and provide a window into new business models and new ways of thinking about utility opportunities.

Potential topics include:

• Company description
• Key management staff
• Problems the company solves
• Target market
• Competition
• Unique characteristics
• “Go to market” strategy
• Business model
• Technology or product roadmap and timeline

Speakers:

Dean Musser, President and CEO, Tangent Energy

Scott Ungerer, Founder and Managing Partner, EnerTech Capital

Matthew Burks, Chief Strategy Officer, E Source

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).

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We were pleased to discover that utilities have made improvements in customer experience (CX) management since the 2016 E Source Customer Experience Survey, but there’s always more to be done. Join us as we highlight areas where utilities have improved as well as where they should focus future attention and resources.

You’ll learn:

• Where utilities currently stand on CX maturity
• How utilities have organized for CX success
• Differences in CX training for various employee types
• The most common ways utilities close customer and employee feedback loops
• How metrics and measurements are used in CX management
• How utilities can improve the customer experience, specifically how they can boost support for CX initiatives within the organization

Want to read up on some of the data before watching the recording? Check out our report CX Strategies, Structures, Engagement, and Metrics.

Speakers:

Heather Hilgenkamp, Senior Analyst, Market Research, E Source

Eryc Eyl, Lead Analyst, Customer Experience, E Source

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).​

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Energy-efficiency departments are evolving into groups that include demand response, technology assessment, and distributed energy resources with a heavy customer focus. Join this web conference to hear insights and trends from 25 utility leader interviews on evolving org structures.

You’ll learn:

• Which utilities recently reorganized their demand-side management (DSM) departments and why
• Where DSM departments are located within utilities
• Which functions are commonly outsourced
• How many employees support the DSM organizations
• How implementation teams are structured
• Whether utilities have a dedicated engineering support group
• Who handles pilot programs

We’ll also share the organizational charts from several utilities in the US and Canada.

Speakers:

Rachel Reiss Buckley, Senior Director, Customer Energy Solutions, E Source

Andrea Salazar, Associate Director, Customer Energy Solutions, E Source

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).

NOTE: This event has already taken place. See below for recording, event description, and link to download the presentation slides.

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With new selective pressures challenging demand-side management (DSM) programs and portfolios, it’s imperative that utilities and other DSM program administrators develop a thorough understanding of top-performing residential programs and the strategies behind their successes. Our best-in-class designation is based on a review of performance data, including energy savings, expenditures, performances relative to plans, acquisition costs, and cost-effectiveness. We also consider the key strategies and approaches that buoyed these programs to success.

You’ll learn:

• Which residential DSM programs are performing at a best-in-class level
• Key programmatic elements that have enabled success in residential DSM programs
• How your residential programs and results compare to other administrators’
• New perspectives, ideas, and strategies to implement into your own residential DSM programs

Speakers:

Brysen Daughton, Research Intern, E Source

Paul Salaz, Research Intern, E Source

Max Margolin, Research Intern, E Source

Kevin Andrews, Senior Research Analyst, Customer Energy Solutions, E Source

For more information about attending this event, please email us or call 1-800-ESOURCE (1-800-376-8723).