Groundbreaking Enhancements to DSM Data Products

Transcription

1 Groundbreaking Enhancements to DSM Data Products Web conference Rachel Buckley Jeannine Turner Zack Tamble Steve Lynch Thursday, June 29, 2017

2 Agenda Introductions DSM Insights Measure Insights Persona Perspectives and Use Cases Product Roadmaps Q&A 2017 E Source 2

3 E Source Insights Products Team Rachel Reiss Buckley Jeannine Turner Zack Tamble Senior Director, DSM Solutions, E Source Mark Brown Manager, Data Products, E Source Ben Parnell Steve Lynch Director of Operations, QuadROI Founder, QuadROI Data Liberator, QuadROI Data Analyst, QuadROI 2017 E Source 3

4 Demand-Side Management Tools to Make Your Life Easier Measure Insights gives us program input data DSMdat provides us with who s doing what DSM Insights tells us how utilities are actually performing DSM Evaluation Library offers the story behind program performance Intent Program inputs Program profiles Measure attributes Baseline assumptions Incentives Measures Results Spending Source Technical reference manuals Utility websites Program and portfolio results Filings Why behind results Impact and process evaluations 2017 E Source 4

5 How the Tools Fit Together for Portfolio Development How much savings are they planning for each measure to get to the program estimates? Who else already has a program with that measure? What incentives do they provide for the measure? How well does that program perform? How much are they planning to spend and to save with that program? Why did the program design change course? Why did the program perform the way it did? 2017 E Source 5

6 DSM Insights 2017 E Source 6

7 Centralized repository program & portfolio performance information for the DSM INDUSTRY E Source 7

8 DSM Insights Gain access to all the DSM data from those hard-to-find regulatory filings 2017 E Source 8

9 Product Coverage 48 states and provinces 168 program administrators 5,290 programs 85% market spend 2017 E Source 9

10 Who s Included >$5 million per year DSM spending Granular documents are available 2017 E Source 10

11 Data Sources Plan Filings Commission decisions Portfolio plans Implementation plans Actual Annual reports Results portals Evaluation studies Self-reported results 2017 E Source 11

12 DSM Insights Contents Kilowatt (kw), kilowatt-hours (kwh), therm Plan versus actual Impacts Spending Plan and actual Per program Budget breakdown Net-to-gross / attribution Realization Evaluation Costeffectiveness Benefit-cost ratios $/kw, kwh, therm 2017 E Source 12

13 Measure Insights 2017 E Source 13

14 Compiles TRM data into a structured online database of measure-specific assumptions and inputs to base DSM program calculations on 2017 E Source 14

15 Do You Need to Know the expected useful life for low-flow showerheads? the annual energy savings for LED lamps? the incremental cost for variablespeed motors? the annual hours of operation for chillers? 2017 E Source 15

16 Measure Insights Coverage 30 unique TRMs 344 Individual technologies 250 value types 72,028 measure-specific data points 2017 E Source 16

17 All Available TRMs Indexed 2017 E Source 17

18 Measure Insights Key Elements Focus on VALUES and SOURCES (not calculations) VALUE types Each VALUE has Measure life Incremental cost Unit of measure Comparison type Kilowatt-hour savings Operating hours 2017 E Source 18

19 How We Keep It Updated 1 The administrator publishes a new TRM or an update to an existing TRM 2 Insights team indexes TRM 3 Available in Measure Insights within a month 2017 E Source 19

20 Persona Perspectives and Use Cases 2017 E Source 20

21 Persona-Based Use Cases Program Planner Implementer Evaluator Business Development Strategist Engineer Product Manufacturer 2017 E Source 21

22 I need to build a program budget. How much do other utilities allocate to marketing? Program designers Program Planner What are some other costeffective programs that we could add to our portfolio? Account reps 2017 E Source 22

23 New! Benchmark My Program Redesigned user experience makes it even easier to pull data from one report instead of having to go to multiple dashboards to find your answer. See all metrics for a program category in a single report E Source 23

24 Which measures are we missing in our portfolio? Program Planner Account reps 2017 E Source 24

25 New! TRM Coverage View measures across jurisdictions to determine: Most common (benchmarking) Least popular (new opportunities) First time ever compiled in the industry 2017 E Source 25

26 Program Planner Benchmark My Program dashboard Provider Mentions dashboard TRM Coverage dashboard 2017 E Source 26

27 Case Study Mathias Bell, Product Developer, Xcel Energy 2017 E Source 27

28 Implementer Did other programs like mine not meet their goals last year? I need to figure out the operating hours of a measure in a customer s custom rebate program Account application. reps 2017 E Source 28

29 Implementer/Program Manager Benchmark My Program Indexed TRM Values 2017 E Source 29

30 Program designers Evaluator Can I benchmark attribution rates for the program I m evaluating with other similar programs? Account reps 2017 E Source 30

31 Evaluator EM&V Dashboard 2017 E Source 31

32 Non-Utility Program designers I want to determine which utilities are filing programs. Business Development Strategist How much are utilities planning to spend on conservation kits over the next few years? Account reps 2017 E Source 32

33 New! Find Opportunities TIPS Redesigned user experience makes it even easier to pull data from one report instead of having to go to multiple dashboards to find your answer. See all opportunities in a single report E Source 33

34 Non-Utility Business Development Strategist Program designers I need to know who the implementers are for certain types of programs. Account reps 2017 E Source 34

35 New! Provider Mentions TIPS View implementers by: Program administrator Program category Provider See how well the affiliated programs performed Data available for programs 2017 E Source 35

36 Business Development Strategist Find Opportunities dashboard 2017 E Source 36

37 Case Study Lei Wang, Lead Engineer, Nexant 2017 E Source 37

38 Program designers I m looking for measures with long lifetimes. How do I pick those out of TRMs? Engineer Account reps 2017 E Source 38

39 Engineer/Analyst TRM Values dashboard 2017 E Source 39

40 Non-Utility Program designers I want to see the energy savings from smart thermostats across all TRMs. Product Manufacturer Account reps 2017 E Source 40

41 Product Manufacturer TRM Values dashboard 2017 E Source 41

42 Co-Creation with Our Members 2017 E Source 42

43 Product Roadmaps 2017 E Source 43

44 On the DSM Insights Roadmap Bring in EIA data Overhaul budget dashboards Add more demandresponse data We want to work collaboratively with you Send alerts to users Visualizations on dashboards Highest priorities 2017 E Source 44

45 On the Measure Insights Roadmap Build out values for member requests Update TRMs as available Create measurespecific dashboards We want to work collaboratively with you TRM timeline / what s new Resource center Highest priorities 2017 E Source 45

46 These Aren t Just Products Access to Our Team 2017 E Source 46

47 Training and Customer Support Monthly scheduled training sessions; custom training upon request In-tool help menu with recorded training Quarterly engagement check-in meetings On-demand technical support Monthly newsletter with usage tips, tool updates, and training dates 2017 E Source 47

48 Don t Miss the Monthly Newsletters Sign up at E Source 48

49 2017 E Source 49

50 For More Information Jeannine Turner Manager, Data Products, E Source jeannine_turner@esource.com Rachel Reiss Buckley Senior Director, DSM Solutions, E Source rachel_buckley@esource.com 2017 E Source 50