Multi-Family Energy Efficiency Analytics Improves Visibility, Incentive Management, and Project Performance

DiLytics implemented a centralized analytics platform that consolidated data from multiple sources, automated reporting processes, and delivered actionable insights through interactive dashboards

700+ 

Multi-family energy efficiency projects supported over the program’s history  

50,000+ 

Multifamily housing units upgraded across nine Bay Area counties  

10+  

Years of historical program data available for trend analysis and performance monitoring  

Executive Summary

The client’s  Multi-Family Program has upgraded more than 50,000 housing units through over 700 projects across nine Bay Area counties. However, fragmented data sources and spreadsheet-driven reporting limited visibility into project performance, incentives, and energy savings, resulting in significant manual effort and reporting inefficiencies.  

DiLytics implemented a Multi-Family Program Analytics solution as part of  BayREN’s enterprise Data Aggregation and Reporting initiative. The solution automated the consolidation of program data, established common metrics and dimensional models, and delivered centralized reporting capabilities supporting project, program performance, and financial transaction analytics.  

The implementation improved program visibility, streamlined stakeholder reporting, enhanced planning and forecasting capabilities, and established a scalable foundation for self-service and cross-program analytics, enabling BayREN to better measure the economic and environmental impact of its initiatives.  

 BayREN’s Multi-Family Program relied on data spread across multiple systems, making reporting and analysis time-consuming and difficult to manage. DiLytics implemented a centralized analytics solution that automated data integration, standardized reporting metrics, and delivered visibility into project performance, incentives, energy savings, and program operations. The solution improved reporting efficiency, enhanced planning and forecasting, and established a scalable foundation for future analytics initiatives.

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Client Overview

BayREN is a regional collaboration of the nine counties in the San Francisco Bay Area focused on delivering innovative energy efficiency and sustainability programs. Through initiatives such as the Multifamily Program, BayREN supports building owners and managers in reducing energy consumption, lowering greenhouse gas emissions, and accelerating electrification efforts across residential properties.  

Fragmented Program Data Limited Visibility and Increased Reporting Effort

Program data was distributed across multiple platforms, creating reporting inefficiencies, duplicate data management, and limited visibility into project performance. Manual reporting processes made it difficult to monitor program outcomes, incentives, and future project opportunities while maintaining consistent and accurate reporting.

Disconnected Data Sources

Disconnected Data Sources

Program information was spread across Salesforce, Google Sheets, SharePoint, and Excel spreadsheets, making it difficult to create a unified view of project performance and program activity

Manual Reporting Processes

Manual Reporting Processes

Teams relied heavily on spreadsheet-based reporting, requiring extensive data extraction, cleansing, and manipulation to produce monthly, quarterly, and annual reports

Limited Performance Visibility

Limited Performance Visibility

The organization lacked centralized reporting capabilities to effectively track project pipelines, incentives, energy savings, carbon reduction metrics, and program participation trends

Inconsistent Data Governance

Inconsistent Data Governance

Duplicate data entry, varying business definitions, and manual removal of personally identifiable information increased reporting complexity and introduced risks related to data consistency

Fragmented Program Data Limited Visibility and Increased Reporting Effort

Disconnected Data Sources

Disconnected Data Sources

Program information was spread across Salesforce, Google Sheets, SharePoint, and Excel spreadsheets, making it difficult to create a unified view of project performance and program activity

Manual Reporting Processes

Manual Reporting Processes

Teams relied heavily on spreadsheet-based reporting, requiring extensive data extraction, cleansing, and manipulation to produce monthly, quarterly, and annual reports

Limited Performance Visibility

Limited Performance Visibility

The organization lacked centralized reporting capabilities to effectively track project pipelines, incentives, energy savings, carbon reduction metrics, and program participation trends

Inconsistent Data Governance

Inconsistent Data Governance

Duplicate data entry, varying business definitions, and manual removal of personally identifiable information increased reporting complexity and introduced risks related to data consistency

Centralized Analytics Platform for Program, Project, and Financial Performance Management

DiLytics designed and implemented a Multi-Family Program Analytics solution as part of BayREN’s enterprise Data Aggregation and Reporting initiative. The solution automated the consolidation of program data, established common metrics and dimensional models, and delivered centralized reporting capabilities supporting project performance, program operations, and financial transaction analytics. 

Services Provided
  • Conducted stakeholder workshops and requirements gathering sessions  
  • Assessed existing applications, reporting processes, and data sources  
  • Designed and implemented a centralized analytics architecture  
  • Automated data integration and aggregation from Salesforce and external data sources  
  • Developed dimensional models and star schemas supporting analytical reporting  
  • Established common business definitions and standardized metrics  
  • Delivered dashboards and reporting capabilities for project, program, and financial analytics  
  • Implemented role-based reporting and stakeholder access requirements  
  • Enabled self-service reporting and scheduled data refresh processes  
  • Created a scalable foundation supporting future cross-program analytics initiatives  
Business Solution

The solution delivered analytics capabilities across three major areas:  

  • Project Analytics: Providing visibility into project costs, incentive amounts, energy savings, units served, carbon reduction, building stock participation   
  • Program Performance Analytics: Providing visibility into completed projects, projects under construction, reserved projects, future opportunities, site visits, project pipeline performance   
  • Financial Transaction Analytics: Providing visibility into rebate reservations, claims submitted, approved claims, incentive payments, rebate amounts, reservation status  
Technical Solution
  • Integrated data from Salesforce, SharePoint, Google Sheets, and Microsoft Excel  
  • Implemented centralized data aggregation and reporting capabilities  
  • Developed dimensional models and star schemas supporting project, program performance, and financial transaction analytics  
  • Created logical fact tables and dimension tables supporting project, property, contractor, rebate, location, and time analysis  
  • Established common metrics and governed reporting definitions  
  • Enabled automated reporting and scheduled data refresh processes  
  • Created a scalable architecture supporting future cross-program analytics and advanced reporting requirements 

Improved Program Visibility, Reporting Efficiency, and Strategic Decision-Making

The centralized analytics platform transformed how BayREN manages and monitors its Multi-Family Program by providing reliable, timely, and actionable insights across projects, incentives, and operational performance.

Improved Project Visibility

Enabled comprehensive tracking of project costs, incentives, energy savings, carbon reduction, and program participation metrics

Reduced Manual Reporting Effort

Automated data integration and reporting processes significantly reduced time spent consolidating and validating data

Enhanced Planning and Forecasting

Provided greater visibility into active projects, reserved projects, construction pipelines, and future program opportunities

Streamlined Stakeholder Reporting

Delivered centralized and standardized reporting capabilities that improved consistency and reporting efficiency

Better Program Impact Measurement

Enabled deeper analysis of program penetration, economic impact, and participation trends across counties and communities

Scalable Analytics Foundation

Established a governed analytics environment supporting self-service reporting, future cross-program analytics, and advanced reporting initiatives

Tech Stack Summary

The solution leveraged a cloud-based modern data architecture to centralize program data, automate reporting workflows, and deliver interactive business intelligence capabilities.

Data Sources
Data Integration
Data Warehouse
Data Visualization

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