Troy Williams, Product Manager, Nexant May 3, 2019

iEnergy Program Management

Data, Reporting,& Analytics

Confidential

iEnergy Platform

22

Program AdminTrade Ally Network Admin

(3rd Party & Internal)

Customer

Vendor

Work together to start and complete

projects

Submit applications online

Maintain participating Network eligibility Trade Ally

Connect

iEnergyProgram

ManagementOnSite

Assessment Tool

Public User Experience

Project Bulk Upload(PBU)

Reporting & Analytics

Integration Interfaces

Rebates & Payments

Project Data Extract to Data Warehouse

Customer

Vendor

Work together to start and complete

projects

Submit applications online

Maintain participating Network eligibility Trade Ally

Connect

iEnergyProgram

ManagementOnSite

Assessment Tool

Public User Experience

Project Bulk Upload(PBU)

Reporting & Analytics

Integration Interfaces

Rebates & Payments

Project Data Extract to Data Warehouse

Program AdminTrade Ally Network Admin

(3rd Party & Internal)

Confidential

Reporting & Analytics - Recent Updates

3

July 2018

Datamart Creation &TableauIntegration

Datamart iterations &

Content Creation

July 2018 - Present

Tableau deployed for first customer

March 2019

May 2018

Requirements Gathering Began

Confidential

• Live data• Drill into Projects• Out-of-the-box• Filter & Search• Download Extract• API for project

extract

Reporting & Analytics - Operate & ExportiEnergy Program Management

3

1

2

4

iEPMData

Warehouse

Project Extract API

Confidential

• Adhoc Reports• iReports• Live data or over-

night refresh

Reporting & Analytics - Reports

5

Confidential

• Self-serve data exploring

• Advanced visual tools

• Dynamic filtering & sorting

• New datamart

Reporting & Analytics - Analytics

6

Confidential

Deployment• Deploy the datamart• Enable Tableau

Users• Setup users

Dashboards• Collect requirements• Build dashboards

Reporting & Analytics – Tableau: How it works

7

Reporting & Analytics

DEMO

Confidential

✓ Continued iterations of datamart

✓ Additional facts & dimensions

✓ Trainings

9

Reporting & Analytics - Proposed Enhancements

10

LunchKings Point/Brooklyn Rooms12:00 – 1:30 p.m.