Custom CRM & ERP Design

Unified Data Model and Integration

• Consolidate scattered data sources (participant lists, contractor records, measure inventories, outreach logs, inspection results, incentive payments, and third‑party survey/study outputs) into a single canonical data model.

• Connect legacy Excel workbooks, SQL databases, GIS layers, utility metering feeds, and third‑party APIs for seamless synchronization.

• Maintain provenance and version history so analysts can trace assumptions from market studies to delivered results.

Secure Role-Based Access & Governance

• Replace unsecured spreadsheets with enterprise-grade security: role-based permissions, multi-factor authentication, field-level masking, and audit trails.

• Implement data governance policies (data quality rules, validation workflows, and retention policies) to prevent inaccurate records and unauthorized edits.

• Support regulatory compliance needs (CPUC reporting formats, CalEnviroScreen mapping, eligibility cohort proofs) via configurable export templates.

Program Management Workflows

• Define configurable multi-year program plans aligned to achievable potential targets (GWh, MW, MMTh/yr) and budget scenarios (Base/High/Double).

• Track KPIs at multiple levels: portfolio, measure, geography, contractor, and household. Metrics include incremental first‑year savings, participation, penetration, and cost per saved unit.

• Automate budget vs. spend monitoring, procurement approvals, and contractor performance dashboards to support fiscal discipline.

Advanced Market Characterization Tools

• Built-in segmentation engine to map DAC/HTR cohorts using CalEnviroScreen, CEC IEPR, and socio‑demographic inputs.

• Support mixed-methods research: survey management, focus-group scheduling, interview logging, and qualitative tagging tied to participant records.

• Scenario modeling for adoption, electrification, and load-shape impacts; exportable for IOU portfolio integration and policy analysis.

Community Engagement & Accessibility Features

• Multi-channel outreach management (SMS, email, phone, social media, in-person event scheduling) with translated templates and accessibility options.

• Case management for tenants, multifamily common areas, and hard-to-reach households — including warm‑handoffs to CBOs, service appointments, and health & safety documentation.

• Consent management and culturally competent engagement tracking to center community voices and ensure compensated participation is recorded.

Analytics, Visualization & Decision Support

• Holistic dashboards that unite program, market, and engagement indicators; ad-hoc reporting and self-service BI for stakeholders.

• Data quality indicators and anomaly detection to flag inaccurate or conflicting Excel-sourced records.

• Prescriptive insights: where to prioritize outreach, which measures yield greatest savings per dollar, and which segments need targeted pilots to close gaps.

Implementation & Continuity

• Phased rollout: discovery and data mapping, integration of high-risk workbooks, pilot modules (program management, market study, engagement), then full deployment.

• Training, documentation, and a knowledge‑transfer plan to ensure continuity and institutional memory.

• Ongoing support: data stewardship, system enhancements to reflect policy shifts (eligibility changes, electrification incentives), and scheduled recalibration aligned to observed program performance.