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Why Customers Who Are Moving or Selling Homes Are Most Likely To Participate in Energy Efficiency Programs

Posted By Nishaant Sangaavi, Thursday, March 21, 2019

Encouraging homeowners to make retrofits when they aren't thinking about them is difficult. What could be easier is doing so when energy efficiency (EE) is top-of-mind for them. 

The question is: "When are people thinking about energy efficiency?".

The answer? When they are moving into a new home. 

In fact, USA Today rates “Improving energy efficiency” as the number one upgrade you can make to increase the value of your home. For example, a Remodeling.com survey found that homeowners could recoup 116% of the costs of attic insulation.

Homeowners are increasingly aware that HVAC, water heaters and window upgrades are cost-effective changes that provide a solid ROI when it comes time to move or sell.

“While renovating the kitchen and updating the bathrooms are both great improvements that can increase property value, making energy efficient upgrades will give you more bang for your buck.”
— SACHA FERRANDI, FOUNDER OF SOURCE CAPITAL FUNDING, INC. A REAL ESTATE FINANCE COMPANY

Despite this interest, this is an issue for utilities. Even if people are willing to make energy efficient upgrades, this does not eliminate the big problem of free ridership rate among their customer base. Free ridership, is of course, the degree to which energy efficiency program participants take incentives for projects which would have been done with or without the program.

Getting more program participation while reducing free ridership rate. In fact, on their own, they are both issues that the utility world has not seemed to figure out yet. Of course, for some states, there’s less of an emphasis on free ridership, but the fact remains that utilities must get their customers to participate in energy efficiency programs.

So, how can utilities get more people to make energy efficient retrofits, while actually showing that they influenced those decisions?

Answer: By targeting homeowners who are likely to move or sell their home!

These homeowners are the perfect candidates for EE programming. Why? They recently bought a new house, and want to ensure their new asset is as valuable as possible. Their family is moving in, and they want to sure its comfort and livability. 

A disgruntled homeowner who's used to what they're living in? Not happy when you tell them about a $2,500 HVAC incentive.

A new homeowner who's told about a free Smart Thermostat? They'll be thanking you, because that’s could raise the value of their asset.

There are a plethora of ways utility program managers may be able to do this, and some of them are listed below:

  1. Digital Marketing: Online platforms such as Facebook and Google allow you to show your ads to specific people who are in your likely range of people who want to move. With Facebook, you can actually use Interest targeting and ask Facebook to show your ads to people who are most likely to be moving. The ad might say something like, “Selling your home or moving? Learn how a new HVAC can increase your home property value by XX%!”

    A message like this would really resonate with the homeowner who is moving or selling their home.

  2. Surveys and Direct Mail: Another way of knowing what your customers are doing? Ask them!

    Short online surveys done via SurveyMonkey, or paper mail ones are an easy, effective way of figuring out which of your customers are moving, or not. You know that any customers that identifies that they may be thinking of moving would likely be interested in energy efficiency retrofits. Therefore, these individuals would be great candidates for marketing efforts down the line.


    The drawback of this method? It is rather time consuming, low-tech and sometimes, people just don’t want to be bothered.

  3. Implementing New-Age Software-As-a-Service (SaaS) Products: SaaS. It's not as complicated as it sounds. People have long dismissed utility engagement tactics as dated and low-tech, but that is simply no longer the case. Technology solutions such as MyEnergyXpert are able to take data science and AI, and integrate them with online platforms to identify homes that are ripe for participation.

    The technology exists where people will now be able to target homeowners who are most likely to enrol and when they want to enrol.

Utility program managers can now look like geniuses - people are participating because of them, and they can easily track why and how.

It's time to flip the script on utility customer engagement for energy efficiency programs. 

Sending customers 50-page unwanted home energy reports? There's no need. 

Dealing with contractors for complicated home audits? Forget about that. Wasting marketing and customer care budget on campaigns that won't work? Those days are over.

Giving customers personalized recommendations right when they need it? Sign them, and us, up. 

 

Original article at energyxsolutions.com

Tags:  customer engagement digital  digital engagement  DSM  Energy Efficiency  energy efficiency programs 

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The UtilityXpert Roundup by EnergyX - March 18th

Posted By Nishaant Sangaavi, Monday, March 18, 2019

In this week’s UtilityXpert Roundup, Entergy’s VP declares that grid changes are needed, and only IoT and advanced data analytics can help us along. Elsewhere, EE programs are improving all across the nation, green power is in demand, and Dominion keeps one of their major projects going. As usual, it’s been a busy week in the utility world.

Entergy VP: We Have to Fundamentally ‘Reshape the Grid’ (Greentech Media)

Delivering electricity to 2.9 million customers in Louisiana, Mississippi, Arkansas and Texas, Entergy is implementing advanced data analytics and internet-of-things technology across all its divisions. This article features a sit down with Entergy VP, Raiford Smith.

New and Improved Energy Efficiency Programs (NRDC)

Utility programs are a valuable and growing resource to the affordable housing community. According to ACEEE’s 2018 State Energy Efficiency Scorecard, utilities across the U.S. dedicated $7.9 billion to energy efficiency programs in 2017 alone. Likewise, utility investments designated for affordable multifamily programs have grown significantly over the past five years, and the gap between affordable multifamily’s share of the residential market and their share of utility residential investment is beginning to close in many states. 

“There are many great programs that owners can take advantage of today and utilities across the country continue to expand and improve their affordable multifamily programs. We hope that this expanding portfolio of programs will serve as models to other utilities to better serve the affordable multifamily sector and that robust participation in current programs will drive increased investment in the sector. ”
— PAT REMNICK, SENIOR ENERGY COMMUNICATIONS STRATEGIST NATURAL RESOURCES DEFENSE COUNCIL

Hungry for green power, tech giants choose between utilities, independent developers (Utility Dive)

As tech companies and other large energy consumers are increasingly focusing on shifting toward a cleaner power supply, they face a choice to work with utilities or directly with developers.

“We are uniquely positioned to leverage economies of scale and the public power model, which offers flexibility, reliability and competitive pricing.”
— SCOTT BROOKS, SPOKESPERSON, TENNESSEE VALLEY AUTHORITY

Dominion strikes deadline day utility deal to keep Millstone nuke operating (Utility Dive)

Dominion's deal with Eversource and United Illuminating puts an end to speculation over Connecticut's sole nuclear plant, which the company had said would close if it did not secure a contract by today, March 15.

The 10 year deal will cover 9 million MWh of output annually, more than half of the plant's annual output of about 16.5 million MWh. Connecticut regulators selected the rest of Millstone's output as part of a clean energy solicitation last year.

Product Announcement: Efficient Water Heater and Space Cooler Could Lead to Net Zero Energy Restaurants (Energy Manager Today)

A new high efficiency, ultra-low emissions commercial water heating and space cooling unit, which begins field demonstrations at two Southern California restaurants this week, could dish out energy savings, lower operating costs, and reduce greenhouse gas emissions for foodservice and hospitality facility operators.

That’s according to Stone Mountain Technologies, Inc. (SMTI), maker of the new technology, which uses a thermally driven heat pump fuelled by natural gas or propane to capture ambient energy, achieving a heating efficiency of 140% or greater. It is projected to reduce energy use by 30 to 50% compared to standard natural gas water heaters. The highly-efficient heat pump also provides space cooling simultaneously, which reduces the need for air conditioning and can help lessen electricity use.

Tags:  customer engagement  Customer Engagement Energy Efficiency  DSM  Energy Efficiency  energy efficiency programs 

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The UtilityXpert Series Part 1: A Sitdown with Jason Turner, ID Lab Global

Posted By Nishaant Sangaavi, Friday, March 15, 2019

In the UtilityXpert roundups, we typically find the industry’s best news and share it among our audience. This week ask industry experts and thought leaders a few questions and heard their answers on what should drive the utility industry forward.

We’re all busy and want quick reads that give us interesting and actionable things to think about so we’re keep it simple – two questions, two unique answers.

Our first instalment comes from a veteran marketer with over 25 years of experience marketing everything from fast cars, to rock n’ roll, to helping rebuild one of the largest online retailers in the world. His energy sector pedigree is equally impressive.

We invited Jason Turner, Co-Founder of ID Lab, one of the energy sector’s fastest growing marketing and strategy agencies, to kick off our UtilityXpert series.

He’ll be talking about the challenges of marketing for, and with utilities. Here’s what he had to say.

Question 1:

Often, utility marketing and communications is thought of as being far behind other sectors. They compare utilities to consumer products and services companies in the private sector and admonishing the utilities and citing their insufficient use of technology. Why do you think that is?

Answer:

This perception of utilities is untrue and, in many cases, naive. Too often I hear ill-informed analysts labeling utilities as uncaring, unskilled or lacking innovation when it comes to marketing and communications. For the vast majority of the utilities ID Lab works with this is simply not the case.

Here’s the reality…utility marketers and communicators are trying to get by with what they have. It’s true most utilities lack the marketing technologies needed to effectively compete in what’s becoming a fast moving and competitive market (this market change is new for utilities) –  this is undeniable and for the utility marketing and communications departments it’s very frustrating. They know there are better technologies out there, like EnergyX, that could make a world of difference to their marketing efforts. They want to innovate, they want to better target their customers and they want to be more efficient with their marketing spends. They get it and know the path they need to take. However, they have some big obstacles. Some of the biggest obstacles we regularly see at ID are:

  • IT Support/Capacity: Utilities are notoriously understaffed in IT. Asking IT to implement a new integrated marketing tool takes 1 to 3 years (optimistically).

  • Budget: Regulators of all types across the country are squeezing and scrutinizing how utilities use ratepayer dollars. Regulators often don’t understand what it truly takes from marketing and communications to motivate customers to save energy and change their behavior help to improve the utilities’ overall cost effectiveness so they are making spending on marketing technologies excessively difficult. Because of this regulator limitation, and other budgetary issues, marketing and communications departments struggle to get the funding they need to engage the technologies that will enable them to the job they know they need to do.

  • Implementers: Most utilities give the bulk of their program/product/service marketing to implementers and hope that the implementers are using the latest tools and techniques to effectively market on their behalf. Because the utilities are getting their budgets squeezed they, in turn, squeeze implementers which limits the implementer’s budget to spend on the latest tools and technologies. It’s a tough circle that both of them have gotten locked into.  

Question 2:

Can these issues be overcome and, if so, how?

Answer:

There’s no denying that everyone involved is currently in a, what seems to be, perpetual cycle that leaves everyone stuck with the dated status quo.

The good news is that there is a way out for most utilities: deploy SaaS-based tools. Specifically, SaaS marketing and targeting tools that are easily shared and managed across internal and external marketing teams.

I recognize the implications of what I’m saying, and I know that many of those reading this will immediately jump to obstacles like security, customer data privacy, legacy systems, IT department capacity, budget and a host of other obstacles. They are all, somewhat, legitimate but not insurmountable and quite frankly, inaction is not an option. We see the mounting competitive pressure on utilities and we also see that customers are becoming more disenchanted with utilities because most other companies are engaging them so much better than utilities can. Because we did s a lot of consumer products marketing in the private sector, we know what tools it takes to satisfy customers, so we share our utilities clients worry about the future of customer engagement. Also, marketing inefficiencies only get exponentially worse with inadequate tools/technologies because the resources required to compensate for those tools increases as market pressures mount making the TCO (total cost of ownership) untenable.

Look at businesses as straightforward as pizza companies. They have a fraction of the revenue and resources that utilities have yet their use of technologies (marketing automation, robots, self-driving deliver cars, apps, etc.) is lightyears ahead. Look at Domino’s – they’re so dedicated to using technology that they have an 800-person tech team for a company that is half the size of most utilities. Yes, they have simpler business models; so look at highly complex and data-sensitive companies like Blue Cross – same scenario – safely and securely exploiting advanced marketing technologies. Air travel, pizza, healthcare and a host of others are all successfully using modern SaaS-based marketing tools. Today’s reputable SaaS vendors have risen to the challenges utilities face when it comes to safety and security and have platforms that meet utility requirements.

When it comes to working with IT, that’s a tough one. Most utilities’ IT departments are understaffed so, and I don’t blame them, their immediate answer to new technology requests is “no” or “ok, we can put that on the schedule to look at next year”. One thing that’s worked for us are time studies. We work with the utility IT department, a vendor like EnergyX and marketing departments to look at what the TCO (total cost of ownership) is for the current technology compared to the proposed through examining how much time/resources is required to use/maintain the current technology versus the proposed. In the vast majority of cases the new technology ends up saving IT significant effort, time and money.

Surprisingly, cost often meets with the greatest initial resistance but is overcome the quickest. How, by proving out the MROI and/or ROI. If the utility has marketing program performance metrics (by channel), marketing-related costs, market potential, marketing technology support costs and a cursory understanding of consumer behaviour a MROI can be made between current and proposed technologies. If the marketing metrics are not readily available, a simple ROI can be calculated. In ID’s experience the new technology usually wins hands down.

Original article from EnergyX Solutions Inc.

 

Tags:  Energy Efficiency  marketing 

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The Weidt Group is now a Willdan Company

Posted By Kimberly Bridges, Thursday, March 14, 2019

Willdan Completes Acquisition of The Weidt Group
Mar 11, 2019 | Press Release

ANAHEIM, Calif.—(BUSINESS WIRE)—Willdan Group, Inc. (NASDAQ: WLDN) today completed its previously announced acquisition of substantially all of the assets of The Weidt Group, a leading energy analysis and consulting firm previously owned by EYP.  The Weidt Group adds new construction consulting and real-time modeling software to Willdan’s capabilities.  This acquisition expands Willdan’s presence in the upper Midwest.  It also better positions the company to help utilities make their grids more resilient.

About Willdan
Willdan is a nationwide provider of professional technical and consulting services to utilities, government agencies, and private industry.  Willdan’s service offerings span a broad set of complementary disciplines that include electric grid solutions, energy efficiency and sustainability, engineering and planning, and municipal financial consulting.  For additional information, visit Willdan's website at www.willdan.com.

About The Weidt Group
The Weidt Group, with offices nationwide, was established in 1977 to account for and manage the environmental impacts of building design and construction.  Collaborating with architects, engineers, building owners, product manufacturers, utilities and government clients, The Weidt Group makes available accessible strategies for building lifelong energy performance through analysis, benchmarking, verification and software development.  For more information, visit www.theweidtgroup.com.

https://t.co/H0dMjTSrYO

Tags:  DSM  Energy Analysis  Energy Efficiency  utility 

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Today's Electricity Consumers Demand Personalization from Historically Impersonal Industry

Posted By Aaron Savatti, Monday, February 4, 2019

The Rise of Data and Digital Customer Services

For the past decade, electric utilities have been busy upgrading their operations with advanced meter infrastructure. Although customer acceptance of “smart’” technology has been mixed, there is now overwhelming evidence that technology is transforming how customers expect to be engaged. It should come as no surprise that technology is also redefining how utilities can engage with their customers. Moving beyond online bill pay, real-time consumption charting and a digital presence across social media platforms, utilities must now also consider an expanding array of digital customer services, often driven by artificial intelligence, to better communicate with their customers on an individual level and generally improve operations.

This new-wave of digital communication and personalization is not a moment too soon. Today’s customers expect that digital tools and processes will provide them with personalized access to information and services through their laptop, tablet, mobile device and even conventionally printed formats. These modern customer expectations are being provided for across virtually all industries today, and customers now expect the same level of interconnectivity and congruence from their utility services. Utilities must augment traditional customer communication methods with innovative technology solutions that help to personalize the customer experience while simultaneously improving the cost-effective delivery of kilowatts and other initiatives.

Over the last several years, I’ve had the opportunity to interact with utilities and their customers through a variety of mediums including online building assessments, site visits, building energy reports, and in-bound customer service queries. Based on the data collected through these interactions, there are a number of trends and findings that every electric utility should consider when planning their upcoming customer service delivery strategies, program and marketing campaigns, and even operational expenditures.

This article focuses on findings and trends in two main areas:

  1. How utilities should communicate with customers, and
  2. How utilities can personalize their communications
     

How Utilities Should Communicate

With so much emphasis placed on moving customer interactions to the digital realm, you may wonder if the sun is finally setting on conventional paper-based communications?

With most of the utilities I engage with, the percentage of customers that have an email address on file with the utility is less than 30 percent, which is undeniably low. This finding is echoed by a 2017 Accenture Report finding that “only 27 percent of energy consumers are active digital users. A third of energy consumers are still struggling with their experiences on their energy provider’s digital channels.” Meanwhile, a 2018 GSMA report on the mobile economy explains that smartphone penetration in North America is currently at 84 percent of the population indicating that the lack of digital customer engagement is likely not due to a lack of digital access, demographics, or even personal preferences.

With smartphone penetration in North America expected to continue growing through 2025 and digital engagement on the rise across all industries, it is hard to imagine that the majority of customers will continue to want to receive paper from their utility. Indeed, that day may already have come and gone. Another recent utility-focused study by Market Strategies International found more than 50 percent of customers would already prefer to engage with their utility digitally, but “only 33 percent of consumers recall any digital communication from their utility.” The Accenture Report found that 88 percent of customers were ready to engage digitally with their utility. The Accenture Report also outlined the myriad of benefits of a digital customer engagement strategy, including more than 50 percent reductions in customer service costs, lowering of operating expenses, and even improved productivity and innovation across the utility workforce.
 


  
Figure 1. Smartphone Penetration in North America

Note: Smartphone Penetration in North America continues to rise, supporting an increased appetite for digital content
Source: GSMA Intelligence 2018 
  

 


  
Figure 2. Customer Communication Preferences for Different Utility Initiatives

Note: Digital vs Direct Mail preferences can vary significantly, depending on content and customer motivations
Source: EnergyX Solutions Inc. 2018, sample size = 43k
  

In light of these trends and benefits, it is no wonder that other industries are pushing forward with digital transformations. Coleman Parkes, a UK based research firm, ranked industries’ efforts towards digital transformation on a scorecard and found utilities came in last out of 10 industry sectors examined. The leading industries according to the same scorecard were Telecom and Banking/Financial Services.

So, if customers are struggling to engage with their utility through digital channels, and utilities are struggling to find ways to boost digital engagement is there any hope of making progress? A recent program I was involved with indicates the answer can be a resounding “YES.” During a home energy assessment initiative in 2018, more than 100,000 households received home energy assessments and personalized home energy reports with the option to receive their report digitally via email or on paper via direct mail. During this engagement, we saw a complete reversal of digital engagement trends with more than 90 percent of program participants opting to receive their report digitally via email.

Reading between the lines, this speaks volumes to the perceived interest or value placed on typical utility communications and the customer’s motivation to engage with typical communications. There is an argument to be made that although the majority of utility customers continue to receive paper communications, they still aren’t as actively engaged as the customers that do engage digitally. For example, looking at site traffic referrals across digital platforms in Figure 3, the majority of traffic comes from digital leads such as social media, web-ads and referral landing pages. Similarly, the largest upticks in our site traffic occur after digital marketing campaigns and integrations with online utility “customer account pages" and partner websites.

Digital marketing and leads are key to helping customers engage with digital content, they also tend to be more cost-effective and trackable than direct marketing activities. (Note: direct traffic is comprised of in-person engagements, direct mailings, conventional marketing, radio ads, etc.)

So, the future, and the present, for that matter, are digital. But what should utilities be talking about with customers across their developing digital channels? Research indicates that personalization is key to effective communication with customers. And luckily, digital mediums offer unprecedented personalization at lower unit costs than paper or other conventional mediums.
 



Figure 3. Breakdown of Website Engagement Origin

Note: Digital marketing and leads are key to helping customers engage with digital content, they also tend to be more cost-effective and trackable than direct marketing activities. (Note: direct traffic is comprised of in-person engagements, direct mailings, conventional marketing, radio ads, etc.) 
Source: EnergyX Solutions Inc. 2018, sample size = 57k
  

How Utilities Can Personalize Communications

The starting point for electric utilities that seek to better understand and communicate with their customers is often consumption history. Information about the customer’s building can be just as informative, if not more so. Building data, such as building age, size and basic information about key equipment and appliances, can provide immediate insights into energy consumption patterns when analyzed through physics-based models or through machine learning algorithms.

Utilities have a strong use-case to collect building information directly from customers, and they are often able to learn a lot about a population in a relatively short amount of time. For example, building data collected over two months through an online building assessment was cross-referenced with actions taken to enroll in energy efficiency programs. When the data was sorted by region, a clear trend emerged: low participating regions had building stocks with a narrower age distribution across a more recent period, while high participating regions had a wider distribution of building ages with a significant number of older buildings.

Building data indicated a trend that older buildings were more likely to participate in energy efficiency programs.
 



Figure 4. Building Age Distributions for Regions with Low and High Program Participation

Note: Customer engagement can be significantly influenced by building stock and geography. Participation tends to be higher in areas where the building stock is older and more diverse
Source: EnergyX Solutions Inc. 2018, sample size = 100k
  

When the trend was applied in reverse, regions with older buildings were targeted with marketing campaigns to increase the likelihood of program enrollment, while simultaneously targeting older buildings with a higher average potential to reduce consumption. Relatively straight-forward initiatives like the example just provided indicate that data collected from customers can be used not only to personalize communications back to those same customers, but they can also uncover trends that facilitate more effective and personal communications with customers outside of the surveyed population.

From this example, we can also see that personalization isn’t limited to putting a customer’s name and address on every message. Simply including facts, or even suggestions, targeted to specific building types, customer personas or geographical areas dramatically increases resonance in a historically “one-size-fits-all” industry.

Building data can also be combined with consumption data to provide new insights into customer motivation. In this example, data from an online building assessment platform was analyzed to estimate the difference between the building’s current performance and a modern standard (i.e., annual energy-saving potential). Savings potential was then compared to average historical monthly energy bills provided by a utility partner.

Although the general population saw an increase in their maximum savings potential correlated with higher average monthly energy bills, the population that engaged with the program did not. The engaged population was characterized by an above-average savings potential, regardless of their current average bill amount, and the average annual savings of the engaged population was relatively flat. This indicates that targeting customers simply based on high consumption or high bills is not effective. Engaged customers are often looking for high return-on-investment or above average performance increases, which are not necessarily correlated with high energy bills.
 



Figure 5. Customer Communication Preferences for Different Utility Initiatives
 
Note: Engaged customers do not necessarily have higher energy bills, but they do have a higher savings potential on average. In this case, savings potential is determined by building characteristics and equipment that consume more energy than modern, efficient equivalents
Source: EnergyX Solutions Inc. 2018, sample size = 43k
  

In addition, building data provides some of the best insights into what topics, services, and energy products customers are most interested in. Customers tend to be most interested in products and services that are related to building features and equipment they currently have. The more unique the building feature or piece of equipment, the more likely a customer is to engage or convert on products and services related to that equipment. In another program, where digital home energy reports were sent to residential consumers, clicks on information regarding certain recommended building upgrades were tracked to reveal that the most infrequently recommended services often had some of the highest conversion rates. This indicates that utilities are likely to get the highest relative customer engagement on relatively “niche” topics; and conversely, attempting to engage customers on common or overly broad topics does not guarantee broad engagement or high conversion rates.

Conversion rates tend to increase for products and services that are recommended to fewer people. Products like attic insulation were recommended for more than 12 percent of a population, but only achieved conversion rates of less than 2 percent. Conversely, more specific improvement recommendations like tankless water heaters were recommended for less than 3 percent of a population, but achieved conversion rates of up to 5 percent.
 



Figure 6. Congruance of Recommendation and Conversion Rates for Energy Efficient Building Retrofits

Note: Conversion rates tend to increase for products and services that are recommended to fewer people. Products like attic insulation were recommended for more than 12 percent of a population, but only achieved conversion rates of less than 2 percent. Conversely, more specific improvement recommendations like tankless water heaters were recommended for less than 3 percent of a population, but achieved conversion rates of up to 5 percent. 
Source: Source: EnergyX Solutions Inc., sample size = 75k 
  

Final Takeaways

Digital communication strategies offer a host of information about customers that savvy organizations use to improve their service offerings, including the percentage of customers engaging via mobile devices, open and read rates for utility communications and conversion rates for utility services and programs. Building information provides deeper insights into building performance and predicted consumption patterns and can be a strong indicator of customer sentiment, engagement and action.

In conversation with utility executives and directors, it is apparent that gaining access to customer information is becoming a top business concern – and it is easy to see why. Customer service strategies, marketing decisions, program planning and even CapEx and OpEx planning are all influenced by our understanding of the customer base. As utility executives realize the growing importance of customer information as a planning resource, safeguarding and leveraging the customer resource is of increasing importance.

Modern digital communication strategies provide a number of mechanisms (e.g., email reporting, web analytics, digital ad stats, etc.) for utilities to collect customer feedback and create conversations with customers. Furthermore, the available options for digital communication channels continue expanding through the popularization of chatbots, artificial intelligence, tracking pixels and advanced customer profiling. As the cutting-edge advances, the utility’s objectives in building out new digital strategies and communication channels to improve personalization in a historically impersonal industry have never been more achievable. And, if all that wasn’t enough, customers simply want a more personal, accessible experience with their utility.

In a time of unprecedented change, where we see consumer choice growing exponentially as new technologies come to market with increasing speed, utility executives have already started asking whether they can afford NOT to make the transition to a more accessible and personal relationship with their customers. With this outlook, the quest to better understand and communicate with the customer becomes an important part of every utility’s near- and long-term planning.
 

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Tags:  AESP One To Watch  Customer Engagement  digital engagement  Energy Efficiency  EnergyX 

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Xcel Energy Garners AESP Award for Personalized Video Messaging Program

Posted By Karen Morris, Tuesday, January 22, 2019

Enhancing the Customer Experience and Improving Brand Perception

For Immediate Release:

Atlanta, GA - January 23, 2019 - Today during the Association of Energy Service Professionals’ (AESP) 29th National Conference in San Antonio, Texas, attended by more than 700 utility professionals, Xcel Energy was recognized for outstanding achievement in customer engagement. AESP is dedicated to bringing veteran and young energy industry professionals together to highlight the most forward-thinking energy companies and to help advance their careers. The AESP Energy Award is granted to select utilities annually to recognize the spirit of innovation. Xcel Energy’s outbound communications program, developed by Apogee Interactive, combines customer engagement, customer satisfaction, education, and program promotions.

Xcel Energy’s Personalized Video Messaging (PVM) program has achieved strong results in customer engagement using proactive, personalized videos to educate customers about how to lower their electric bills, prepare for heating and cooling seasons, delivers annual energy summaries as well as and an email message with information about online energy audits and other programs.

The pilot program, which has now gone to scale, showed that 89 percent of Xcel Energy customers found the videos were very or somewhat useful, with 93 percent giving encouraging feedback. Of the recipients responding, 58 percent reported an improved perception of the Xcel Energy brand.

Engagement, as measured by open and click-thru rates were equally impressive.  Open rates topped 50 percent with click-thru rates of 16 percent an increase of what the company typically experiences. Perhaps the most notable accomplishment of the pilot was the 15 percent reduction in calls to the contact center from the treatment group receiving the personalized videos vs. the control.

Apogee’s CEO, Susan Gilbert stated, “Today’s highly competitive marketplace has proven that regardless of industry, companies that deliver personal and relevant messaging find increased customer engagement.” She added, “Our clients are seeing astounding and lasting results with our outbound communications platform, Apogee is proud to serve Xcel Energy and support their innovative approach to customer engagement.”

About Apogee Interactive: Apogee Interactive is a woman-owned business and is the nation’s leading full-service provider of proactive customer engagement software services for utilities. As a partner with the utility industry since 1993, Apogee’s digital engagement platform delivers proactive and personalized communication to hundreds of North American utilities from coast to coast, including some of the largest and most progressive, such as Southern Company, Lakeland Electric, and Jackson EMC. For more information visit www.apogee.net or on LinkedIn.

About Xcel Energy:

Xcel Energy (NASDAQ: XEL) provides the energy that powers millions of homes and businesses across eight Western and Midwestern states. Headquartered in Minneapolis, the company is an industry leader in responsibly reducing carbon emissions and producing and delivering clean energy solutions from a variety of renewable sources at competitive prices. For more information, visit xcelenergy.com or follow us on Twitter and Facebook.

 

Tags:  Apogee Interactive  award  customer engagement  digital engagement  marketing 

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Tierra Resource Consultants Promotes Matthew Joyce to Director

Posted By Meg Matt, Wednesday, November 14, 2018

Tierra Resource Consultants
Promotes Matthew Joyce to Director

 

 WALNUT CREEK, CA, (DATE Nov. 13, 2018)—Tierra Resource Consultants LLC (www.tierrararc.com) announces the promotion of Matthew Joyce to director. Mr. Joyce has more than 18 years of demand side management experience, including strategic advising, market assessment, utility portfolio and program design, process and impact evaluation, and customer experience and behavior studies. Much of his present work focuses on utility program and portfolio optimization helping utilities adapt to changing and increasingly complex market demands driven by new technologies, customer choices, and regulatory requirements.

 

 “Matthew plays a key role on the Tierra team in a variety of areas, including our work on the development and launch of our DER and electrification advising work areas,” said Principal and Co-founder Marshall Keneipp.

 

 Prior to joining Tierra in 2016, Mr. Joyce served as lead process evaluator for Duke Energy’s residential and commercial EE and DR programs in the utility’s five-state service territory. He also managed numerous research and consulting projects for dozens of utilities, Fortune 500 companies, and local, state and federal bodies, while working as the research director of E Source.

               

Before joining the energy industry, he worked for Stanford University and the University of California.  Mr. Joyce holds a B.A. in Journalism and Public Policy from the University of California

 

For more information about Tierra’s programs and services, please contact matthew.joyce@tierrarc.com.

              

Tierra Resource Consultants LLC (Tierra) is a certified small business organization with offices in California and Arizona.

 

Tags:  Tierra Resource Consultants 

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Performance Metrics Gone Wild!

Posted By Karen Morris, Thursday, November 8, 2018

 

I recently had a conversation with a utility executive who informed me of an unbelievable occurrence.  He had discovered that customers calling the contact center questioning a high bill were being recommended to have an in-house energy audit rather than receiving an answer to their question; the appropriate answer was the summer temperature had increased from the previous month and there were more days in the billing cycle.  The reason for this occurrence was that the contact center representatives were being measured on the typical and well-known metrics such as first call resolution, average handle time and number of calls answered.  The easiest path to meeting these metrics was to pass the customer along to another department.  When speaking with another utility executive I heard the same story and then another executive conveyed the same message.

Referring a customer to a field audit does have some positive benefits such as increased customer engagement, and if the auditor does discover a defect in the home, it will improve customer satisfaction.  However, the down-side to the contact center representatives’ actions most likely outweigh the potential benefits.  First, from a customer’s point of view, the question was not answered; the inquiry was merely deferred.  Second are the financial ramifications; the cost of a call is typically between $7.50 and $12.50- the cost of a field audit is typically between $250 and $300.  Using the 6x to 8x expense to revenue multiple from my previous article, the cost of the frivolous field audit erased the entire annual revenue generated by the customer. Third, from an operational efficiency standpoint, it is much more efficient to recommend that a customer use an on-line self-service tool rather than calling the contact center or requesting a field audit; digitally engaged customer are 20% more satisfied than non-digitally engaged consumers.

The Apogee suite of solutions are designed to specifically answer these customer inquiries either directly by the customer via a utility website or by a CSR.

 

About The Author

Jim Malcom, Chief Financial Officer and EVP of APOGEE Interactive, Inc.

 

Jim Malcom is Chief Operating Officer of Apogee Interactive, Inc., providing oversight business and financial operations of the company. His senior management experience in the telecommunications and management consulting industries is providing strategic direction for Apogee’s continued growth and success.

Malcom brings more than 20 years in corporate finance and accounting to Apogee, which began with the firms KPMG and Ernst & Young in Atlanta. His career steadily expanded to include senior posts as chief financial officer, corporate controller, vice president and treasurer for such area companies as Heidelberg USA, LecStar Telecom and Powertel.

He is a graduate of the University of Georgia with a bachelor’s and master’s degree in business administration, a certified public accountant, and a chartered global management accountant.

 

 

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Tags:  Apogee Interactive  Cost reduction  Customer Engagement 

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New Navigant report: Bring Your Own Device DSM Programs for Utilities and Retail Energy Suppliers

Posted By Brett Feldman, Thursday, November 8, 2018

Bring Your Own Device DSM Programs for Utilities and Retail Energy Suppliers: Smart Thermostats, Hot Water Heaters, and Appliances, Energy Storage, and EVs and EV Supply Equipment: Global Market Analysis and Forecasts

https://www.navigantresearch.com/reports/bring-your-own-device-dsm-programs-for-utilities-and-retail-energy-suppliers

The global electric power industry is shifting away from centralized power generation toward a mix of distributed energy resources (DER) and smart energy management solutions. Known as the Energy Cloud, this shift positions the bring your own device (BYOD) market to allow customers to take advantage of a diverse range of smart, grid-interactive technologies. Such solutions enable customers to manage their energy consumption while maintaining optimal comfort.

BYOD refers to utility and non-utility programs that allow customers to purchase their own pre-approved, grid-responsive devices from a vendor. Customers can integrate the technology into demand response (DR) or energy efficiency programs managed through the utility, an energy supplier, or a third-party systems integrator. Three fundamental shifts are taking place as BYOD programs continue to grow across North America and enter markets worldwide. First, devices beyond thermostats are increasingly communicating with the electric power grid. BYOD broadens the range of consumer technologies eligible to participate in programs. Second, the broader BYOD programs are exploring the energy efficiency applications of bring your own thermostat (BYOT) programs. Third, BYOD programs are expanding to include retail choice electricity suppliers in deregulated markets and energy service providers.

This Navigant Research report examines the global BYOD market, with a focus on smart thermostats, hot water heaters and appliances, energy storage, EVs, and EV supply equipment. The report explores the market issues related to BYOD devices, including drivers, barriers, and trends, to highlight regional activities and programs. Global market forecasts, segmented by device type and region, extend through 2027. The report also analyzes utility and non-utility BYOD business models and shares case studies of BYOD programs incorporating various technologies in North America.

Tags:  customer engagement  DERs  Distributed Energy Resources  DSM  Energy Efficiency 

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Oklahoma Electric Cooperative Strengthens Member Relationships With Apogee’s Bill Alerts

Posted By Karen Morris, Tuesday, October 23, 2018

For Immediate Release:

Atlanta, GA  Today in Oklahoma City, Oklahoma Electric Cooperative’s Manager of Marketing and Member Services, Autumn McMahon, and Apogee Interactive’s Account Manager, Stephanie Knight, presented OEC’s case study at Oklahoma Association of Electric Cooperative’s Public Relations / Member Relations fall conference. This year’s conference focuses on how utilities can use big data to better inform and engage members.

Since the onset of mandatory TOU rates in 2013 and impending rate increases, Oklahoma Electric Cooperative realized it was crucial to help members better understand their bills. Ms. McMahon was instrumental in launching OEC’s member education campaign, knowing members needed relevant and proactive communications.

McMahon shared her strategy for building strong member relationships, reducing the need to make bill inquiry calls, and educating OEC members on ways to save energy. The pilot program she launched this year included mid-cycle bill alerts letting customers know in advance what their bills were forecasted to be while there is still time to influence them.  It also included links to a home energy audit that lets members profile their home and receive tips on saving money.  Beginning in January of 2018 with a soft launch sending 1,400 mid-cycle email alerts, the program has grown to more than 153,000 bill alerts containing links to the online audit the energy audit calculator and other energy education resources.

Results were remarkable!  Recipients reported these statistics:

  • 92% want to continue to receive the email alerts.
  • 94% rated alerts very or somewhat useful.
  • Email open rates were well above expected, averaging 42%.

“These messages are thoughtfully helpful during peak periods of usage & can help us prepare (plan to save ahead) for high peak periods if necessary! THANK YOU for considering our situations & ideas. It will help ALL of us!” OEC Member

“I love getting this information. Please don't stop.” OEC Member

During the program, the online energy audit was used to make 11,470 calculations increasing the number of home profiles. OEC is using the data collected in the home profile combined with AMI data to further personalize and target members for programs and rebate offers.

According to McMahon, “The best part of this program is my team doesn’t do the leg work.  We have a 30-minute call once a month with the Apogee team.” Putting the member in control of their energy use and taking away the surprise of a higher than normal bill is building stronger relationships with members and starting meaningful conversations.

About Apogee Interactive:

Apogee Interactive is a woman-owned business and is the nation’s leading full-service provider of proactive customer engagement software services for utilities. As a partner with the utility industry since 1993, Apogee’s digital engagement platform delivers proactive and personalized communication to hundreds of North American utilities from coast to coast, including some of the largest and most progressive, such as Southern Company, Lakeland Electric, and Jackson EMC. For more information visit www.apogee.net or LinkedIn: https://www.linkedin.com/company/99046/.

About OEC:

Oklahoma Electric Cooperative is the state’s largest member-owned electric cooperative and provides electricity to over 44,000 members and 55,000 accounts in seven central Oklahoma counties. The service area includes approximately 2,200 square miles and 5,500 miles of line.

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Tags:  Apogee Interactive  communicating rates  customer engagement  TOU 

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