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Troy Williams, Product Manager, Nexant May 3, 2019
iEnergy Program Management
Data, Reporting,& Analytics
Confidential
iEnergy Platform
22
Program AdminTrade Ally Network Admin
(3rd Party & Internal)
Customer
Vendor
Work together to start and complete
projects
Submit applications online
Maintain participating Network eligibility Trade Ally
Connect
iEnergyProgram
ManagementOnSite
Assessment Tool
Public User Experience
Project Bulk Upload(PBU)
Reporting & Analytics
Integration Interfaces
Rebates & Payments
Project Data Extract to Data Warehouse
Customer
Vendor
Work together to start and complete
projects
Submit applications online
Maintain participating Network eligibility Trade Ally
Connect
iEnergyProgram
ManagementOnSite
Assessment Tool
Public User Experience
Project Bulk Upload(PBU)
Reporting & Analytics
Integration Interfaces
Rebates & Payments
Project Data Extract to Data Warehouse
Program AdminTrade Ally Network Admin
(3rd Party & Internal)
Confidential
Reporting & Analytics - Recent Updates
3
July 2018
Datamart Creation &TableauIntegration
Datamart iterations &
Content Creation
July 2018 - Present
Tableau deployed for first customer
March 2019
May 2018
Requirements Gathering Began
Confidential
• Live data• Drill into Projects• Out-of-the-box• Filter & Search• Download Extract• API for project
extract
Reporting & Analytics - Operate & ExportiEnergy Program Management
3
1
2
4
iEPMData
Warehouse
Project Extract API
Confidential
• Adhoc Reports• iReports• Live data or over-
night refresh
Reporting & Analytics - Reports
5
Confidential
• Self-serve data exploring
• Advanced visual tools
• Dynamic filtering & sorting
• New datamart
Reporting & Analytics - Analytics
6
Confidential
Deployment• Deploy the datamart• Enable Tableau
Users• Setup users
Dashboards• Collect requirements• Build dashboards
Reporting & Analytics – Tableau: How it works
7
Reporting & Analytics
DEMO
Confidential
✓ Continued iterations of datamart
✓ Additional facts & dimensions
✓ Trainings
9
Reporting & Analytics - Proposed Enhancements
10
LunchKings Point/Brooklyn Rooms12:00 – 1:30 p.m.