Driving Commercial Energy Efficiency with Centralized Analytics

Enabled comprehensive visibility into project performance, energy savings, contractor activities, and incentive management through a centralized analytics platform, empowering data-driven decision-making and stakeholder self-service reporting.

9

Bay Area counties enabled through a centralized analytics platform 

3

Major analytics domains delivered (Projects, Energy Savings, Incentives) 

20+

Commercial energy efficiency KPIs enabled through automated reporting and analytics 

Executive Summary

A regional energy efficiency agency sought to improve visibility into project performance, contractor activities, incentive management, and energy savings achieved through its Commercial Program. Program data was distributed across multiple systems, resulting in manual reporting processes, limited stakeholder visibility, and challenges in measuring program effectiveness. 

DiLytics implemented a Commercial Energy Efficiency Analytics solution leveraging Snowflake, Snowpark, and Tableau. The solution automated data integration from multiple operational systems, consolidated information into a centralized cloud data warehouse, and delivered interactive dashboards supporting project tracking, energy savings analysis, incentive management, contractor performance monitoring, and stakeholder reporting. 

The implementation improved reporting efficiency, enhanced program visibility, enabled self-service analytics, strengthened stakeholder reporting capabilities, and empowered BayREN to make more informed decisions while maximizing the impact of its commercial energy efficiency initiatives. 

A regional energy efficiency agency sought to improve visibility into project performance, contractor activities, incentive management, and energy savings achieved through its Commercial Program. Program data was distributed across multiple systems, resulting in manual reporting processes, limited stakeholder visibility, and challenges in measuring program effectiveness. 

DiLytics implemented a Commercial Energy Efficiency Analytics solution leveraging Snowflake, Snowpark, and Tableau. The solution automated data integration from multiple operational systems, consolidated information into a centralized cloud data warehouse, and delivered interactive dashboards supporting project tracking, energy savings analysis, incentive management, contractor performance monitoring, and stakeholder reporting. 

The implementation improved reporting efficiency, enhanced program visibility, enabled self-service analytics, strengthened stakeholder reporting capabilities, and empowered BayREN to make more informed decisions while maximizing the impact of its commercial energy efficiency initiatives.

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Client Overview

The client is a regional energy network serving nine counties in the San Francisco Bay Area. The agency administers multiple energy efficiency programs designed to help homeowners, businesses, and communities reduce energy consumption, improve sustainability, and accelerate electrification initiatives. One of its flagship programs provides homeowners with home energy scores, energy assessments, and personalized recommendations for energy-efficient upgrades.

Eliminating Reporting Complexity Across Commercial Energy Efficiency Programs

The Commercial Program relied on multiple systems to manage projects, contractors, incentives, and energy savings initiatives. Fragmented data and manual reporting processes made it difficult to obtain a comprehensive view of program performance and limited stakeholder access to actionable information.

Fragmented Program Data

Fragmented Program Data

Critical information was distributed across Salesforce, CRM systems, spreadsheets, and payment platforms, making consolidated analysis difficult

Manual Reporting and Data Validation

Manual Reporting and Data Validation

Reporting required extensive data exports, spreadsheet manipulation, reconciliation, and manual validation activities

Limited Stakeholder Visibility

Limited Stakeholder Visibility

Countries, cities, and program stakeholders lacked self-service access to information related to projects, incentives, contractor performance, and energy savings

Difficulty Measuring Program Impact

Difficulty Measuring Program Impact

The organization needed better visibility into energy savings, greenhouse gas reductions, incentive utilization, and regional program outcomes

Eliminating Reporting Complexity Across Commercial Energy Efficiency Programs

Fragmented Program Data

Fragmented Program Data

Critical information was distributed across Salesforce, CRM systems, spreadsheets, and payment platforms, making consolidated analysis difficult

Manual Reporting and Data Validation

Manual Reporting and Data Validation

Reporting required extensive data exports, spreadsheet manipulation, reconciliation, and manual validation activities

Limited Stakeholder Visibility

Limited Stakeholder Visibility

Countries, cities, and program stakeholders lacked self-service access to information related to projects, incentives, contractor performance, and energy savings

Difficulty Measuring Program Impact

Difficulty Measuring Program Impact

The organization needed better visibility into energy savings, greenhouse gas reductions, incentive utilization, and regional program outcomes

Building a Modern Data Aggregation & Reporting Ecosystem

DiLytics designed and implemented a Commercial Energy Efficiency Analytics solution leveraging Snowflake, Snowpark, and Tableau. The solution automated data integration from multiple operational systems, consolidated information into a centralized cloud-based data warehouse, and delivered interactive dashboards, reports, and analytics capabilities supporting program management, contractor performance monitoring, project tracking, incentive management, and energy savings analysis.

Services Provided
  • Conducted stakeholder discovery workshops and requirements gathering sessions 
  • Assessed business processes, reporting requirements, and source systems 
  • Designed enterprise data models and analytics architecture 
  • Automated data integration and transformation processes 
  • Implemented Snowflake-based enterprise data warehouse 
  • Developed Tableau dashboards, KPIs, and interactive reports 
  • Implemented role-based and jurisdiction-level security controls 
  • Conducted testing, training, deployment, and post-production support activities 
Business Solution

The solution delivered analytics capabilities across four major business areas: 

  • Project Performance Analytics: Providing visibility into project pipeline, project status, project costs, project lifecycle, program participation  
  • Energy Savings Analytics: Providing visibility into electric savings (kwh), natural gas savings (therms), forecasted savings, energy efficiency outcomes, savings by contractor and geography  
  • Incentive & Financial Analytics: Providing visibility into incentive payments, aggregator payments, customer costs, program funding utilization, financial performance metrics  
  • Stakeholder & Geographic Analytics: Providing visibility into county-level performance, city-level participation, contractor performance, business segments served, program outreach effectiveness
Technical Solution
  • Automated data integration from Salesforce and Microsoft Excel 
  • Consolidated program data into a centralized Snowflake cloud data warehouse 
  • Designed dimensional models supporting project, savings, incentive, contractor, and geographic analytics 
  • Developed Tableau dashboards, scorecards, KPIs, and self-service reporting capabilities 
  • Implemented role-based and county-level security controls 
  • Established a scalable analytics architecture supporting future BayREN program reporting initiatives 

Empowering Better Energy Efficiency Outcomes Through Data-Driven Insights

The analytics platform transformed fragmented reporting processes into a centralized and scalable environment that improved program visibility, strengthened stakeholder engagement, and enabled more effective management of commercial energy efficiency initiatives.

Reduced Reporting Effort

Automated data collection, validation, and report preparation processes to improve efficiency and reduce manual workload

Enhanced Program Visibility

Delivered comprehensive insights into project performance, contractor effectiveness, incentive utilization, and energy savings outcomes

Self-Service Stakeholder Reporting

Enabled counties, cities, and program stakeholders to independently access program information through interactive dashboards

Improved Geographic Analysis

Provided county-level and city-level visibility to support targeted outreach and program optimization initiatives

Better Identification of Program Opportunities

Enabled improved identification of businesses eligible for participation through centralized program and performance data

Faster Data-Driven Decision-Making

Empowered stakeholders with timely access to trusted insights for strategic planning, resource allocation, and program management

Tech Stack Summary

The solution leveraged a modern cloud analytics architecture to automate data integration, centralize enterprise information, and deliver interactive business intelligence across BayREN’s Commercial Program ecosystem.

Data Sources
Data Integration
Data Warehouse
Data Visualization

Data Cloud

Transform Complex Program Data into Actionable Intelligence

Partner with DiLytics to modernize your data ecosystem with cloud-based integration, automated reporting, and interactive analytics that empower faster, smarter decision-making.