Utilities Project Coordination Process Workflow Template

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Overview: Utilities Customer Project Coordination Workflow Template

This workflow template illustrates the initial development and fulfillment of projects related to energy efficiency for commercial utilities customers, including project proposal generation, scheduling, budgeting and project fulfillment. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Utilities Customer Project Coordination processes.

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Process Details and FAQ: Utilities Customer Project Coordination

What is included in the Utilities Customer Project Coordination process?

The Utilities Customer Project Coordination process involves coordination between commercial utilities customers, customer service staff, project coordinators, contractors and utilities field technicians to design, schedule and fulfill projects related to energy efficiency programs. Customers and project coordinators first outline the potential project by discussing current pain points and gathering feedback on project ideas. Additional customers are then contacted to gauge interest and gather additional feedback and information regarding energy efficiency issues. Customers that choose to move forward with an energy efficiency project are contacted by engineering teams and contractors to complete the project.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Utilities Customer Project Coordination process:

  • 1.Average Commercial Electricity Rates (Cost per kWh)
  • 2.Cost per kWh Sold
  • 3.Net Promoter Score (NPS)
  • 4.Overall Customer Satisfaction (1-10 Scale)
  • 5.Percentage of Energy Generated by Renewable Sources

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Utilities Customer Project Coordination process:

  • Utilities Customers
  • Customer Service/Call Center Staff
  • Project Coordinators
  • Contractors/Vendors
  • Field Technicians

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

Questions?Call: 844-650-2888Email: info@opsdog.com
  • Workflow Template


    Utilities Customer Project Coordination

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Mapped in BPMN 2.0 format


    Call: 844-650-2888

    Email: info@opsdog.com

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