Utilities Customer Programs Process Workflow Template

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Overview: Utilities Customer Programs Workflow Template

This workflow template illustrates the process of developing utilities customer incentive programs alongside regulatory bodies. This process includes the initial work with regulators to design and test the program, the launch of the program for utilities customers and the ongoing monitoring of program metrics to judge its success. 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 Program development and implementation processes.

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Process Details and FAQ: Utilities Customer Programs

What is included in the Utilities Customer Programs process?

The Utilities Customer Programs process deals with the development, marketing, implementation and ongoing testing of energy efficiency and savings programs for utilities (electric, natural gas) customers. Initially, utilities companies work with regulators to develop the details of the program and ensure that it meets certain compliance/regulatory-related guidelines. After the program has been approved by both sides, utilities companies, as well as third-party energy retailers, market the programs to customers. After the program has been implemented, ongoing testing is performed to ensure that the program is achieving the desired results.

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

The following metrics may be used to measure the Utilities Customer Programs 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
  • 6.Percentage of Utilities Customers Participating in Efficiency Programs

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

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

  • Utilities Customers
  • Customer Service/Call Center Staff
  • Third-Party Energy Retailers
  • Regulators

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 Programs

    - 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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