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    One Platform for All Programs

    Energy Efficiency, Low Income, Demand Response, DIY, Customer Engagement

    MANAGEMENT PLATFORM INVENTORY WORK ORDER ENROLLMENT WORKFLOW INCENTIVE & PAYOUT CONTACTS & NOTIFICATION PROGRAM NOMINATION & ELECTION FIELD WORKFORCEMANAGEMENT DRMAINTEGRATION OEMINTEGRATION customerengagement LOW andmoderate income DEMAND RESPONSE dashboard& reports CUSTOMERMANAGEMENT 74 74 WHOLE HOME VIRTUALASSESSMENT WAP & LIHEAP FIELD MOBILE APP TRADE ALLYMANAGEMENT FIELD WORKFORCEMANAGEMENT WHOLEHOME VIRTUALASSESSMENT FIELD MOBILE APP TRADE ALLYMANAGEMENT DRMAINTEGRATION WAP &LIHEAP OEMINTEGRATION customerengagement LOW andmoderate income DEMANDRESPONSE dashboard& reports 70 74 74 74 CUSTOMERMANAGEMENT 74 74 74 74 70 ALL PLATFORM FEATURES DEMAND RESPONSE VIRTUAL ASSESSMENT LOW AND MODERATE INCOME LOW AND MODERATE INCOME WHOLE HOME CUSTOMER ENGAGEMENT

    Solutions

    Our clients use our software to serve more customers, more cost effectively, across all programs using a single, cloud-based platform.

    Virtual-Assessment

    Virtual Assessment

    Provide professional in-home assessments without entering the customer’s home.

    Demand-Response

    Demand Response Solutions

    Highly integrated platform for multi-channel, multi-device program delivery & management.

    Whole-Home

    Whole Home

    Unified platform proven to lower cost per kW saved and increase NPS.

    WAP-&-Liheap

    WAP & LIHEAP

    WAPez streamlines WAP & LIHEAP program delivery for state and local agencies.

    Low-moderate-incom

    Low and Moderate Income

    Manage implementation, tracking and reporting of utility delivered LMI programs.

    Customer-engagement

    Customer Engagement

    Engage, educate and retain end use customers through HomeSelfe.

    Partners Make Us Better

    More than 160 utilities, implementers, state housing authorities and community action agencies use our platform to run their programs.

    Success Metrics

    We provide a unified solution that leads to higher customer satisfaction, increased program efficiency and happier people.

    95%

    Reduced Paper Use

    XX%

    Increased Net Promoter Score

    98%

    Client Retention Rate

    XX%

    Reduced Data Entry

    98%

    EDM Client Retention