Reflow 2021: Virtual PowerClerk Conference
05/11/2021 - 12/31/2021
About Reflow

Introducing the Reflow PowerClerk Conference!

Reflow is the event for utility and energy agency business managers and program designers, administrators and managers to learn how to scale and streamline energy program management by taking full advantage of PowerClerk.

Why Reflow: Reflow attendees will learn how to utilize the full potential of PowerClerk to drive efficiency and flexibility in programs across your organization—today and in the future.

When: In 2021, Reflow will be held in a virtual environment, with one- to two-hour sessions being held over a two-week period May 11th through 20th.

Topics: Reflow will cover a wide range of topics in two tracks, from digitization, managing DER proliferation and unifying systems across the enterprise—to PowerClerk best-practice and how-to sessions.

Who should attend: Reflow is designed for decision makers, executives, DER program managers, designers and administrators. Review the agenda to find sessions most applicable to you!
About Clean Power Research

Clean Power Research® is a trusted partner of leading utility and energy enterprises and is best known for delivering innovative software services that help companies successfully navigate the energy transformation. For over 20 years, Clean Power Research’s customers have depended on the company to inform, streamline and quantify energy-related decisions and processes. The company builds and operates adaptable and efficient cloud software for:

• Energy program digitization and automation
• Customer engagement and recommendations
• DER adoption modeling
• Solar planning & forecasting
• Solar benchmarking and performance
• Solar resource assessment

Visit our website at:
www.cleanpower.com


Contact us

Download the App!

Reflow is being hosted on the InEvent platform. You can join the conference from your computer, or download the InEvent app to access Reflow anytime, anywhere, from any device. Visit your app store then download the app.

Enter the code 8129 to join our event.

 

Agenda (listed in Pacific Daylight Time)
11
On-Demand Session 1: A Platform for the Coming Wave of Decarbonization, Net-Zero and 100% Renewable Programs…and Beyond
On-Demand Session 1: A Platform for the Coming Wave of Decarbonization, Net-Zero and 100% Renewable Programs…and Beyond
The increase in decarbonization and similar net-zero/100% renewable goals present many challenges to how utilities operate and interact with customers. The lessons learned from solar interconnection over the past decade show the path forward for efficient digitization of DER programs. These lessons can also be applied to an ever-expanding range of utility programs, whether with customers, trade allies, regulators or internal stakeholders. In this session, you’ll learn how PowerClerk has evolved into a general-purpose program automation platform. We’ll cover the core areas of innovation for PowerClerk, highlight the product roadmap and outline how Reflow can help you hone your PowerClerk skills.
Main Stage
Start
10:00 AM
End
11:00 AM
Speakers
Jeff Ressler
Skip Dise
On-Demand Session 2: Panel Discussion: Delivering Efficiency by Leveraging PowerClerk for Online Programs
On-Demand Session 2: Panel Discussion: Delivering Efficiency by Leveraging PowerClerk for Online Programs
After partner utilities launched their solar, battery and EVSE interconnection programs on PowerClerk, they decided to continue their digitization journey beyond DERs by automating and bringing online programs for foreign attachment and real estate management programs. Join this session to learn how they built the business case to adopt PowerClerk for these new programs and what key features played a role in launching these program types online. Learn from specific feature discussions and how they were applied outside of DER uses, including: Table Form Element – used by a partner utility for a foreign/pole attachments program to streamline capture of a variable and unbounded number of attachment requests to a single pole Communications Templates & Automations – used in a partner utility’s real estate management program to standardize communications inside the utility and with customers, creating a traceable and auditable workflow
Main Stage
Start
11:30 AM
End
12:30 PM
Speakers
Caitlin Prager
Robert Bowers
Skip Dise
Timothy Wong
12
On-Demand Session 3: Maximize Productivity with Low-Touch Customer Engagement & Program Management Strategies
On-Demand Session 3: Maximize Productivity with Low-Touch Customer Engagement & Program Management Strategies
Digitization should bring with it the benefits of 24/7 anywhere, any device access. The recent pandemic has limited utility opportunities for in-person customer engagement and highlighted the value of supporting remote workers. This session will highlight opportunities to enable high-value, no/low touch engagement with customers using digital technologies. You’ll also learn strategies to enhance program management while employees work remotely now and in the future.
Main Stage
Start
10:00 AM
End
11:00 AM
Speakers
Caitlin Prager
Jennifer Gough
On-Demand Session 4: Mastering EV Adoption: evAPP™ Drives Excellence in Utility EV Program Management and Analytics
On-Demand Session 4: Mastering EV Adoption: evAPP™ Drives Excellence in Utility EV Program Management and Analytics
EVs present a major business opportunity for utilities. In an environment of stagnant load growth, light-duty EVs alone could provide at least an estimated 70 TWh opportunity by 2030, translating into $5,000 of value per new EV purchased in your territory. Without execution against a clear strategy, significant peak load impacts will ultimately have adverse effects on system safety, reliability and energy affordability. In this session, you will: Learn how evAPP enables utilities to engage and convert customers at higher throughput, promoting faster transportation electrification See how customer engagement can be efficiently connected to program automation, giving your team more ability to scale impact Gain an understanding of the full business case to centralize data for better intelligence and decision making in programs and grid planning
Main Stage
Start
11:30 AM
End
12:30 PM
Speakers
Andrew Price
Brian Boler
Skip Dise
13
On-Demand Session 5: Achieve Program Excellence with Professional Services When Complexity, Timeline and Resourcing Converge
On-Demand Session 5: Achieve Program Excellence with Professional Services When Complexity, Timeline and Resourcing Converge
Complex and high-visibility workflows such as DER interconnection have been automated in PowerClerk over the past few years. These efforts—typically involving utility program, customer and even planning groups—have resulted in significant growth of internal expertise around digitization and IT systems integration. Leverage this expertise from your utility colleagues to execute programs that meet utility and regulatory requirements while delighting customers and trade allies. In this session, learn from peer utilities how PowerClerk features, processes and expertise from the Clean Power Research Professional Services team have led to a 100% launch success rate on more than 100 digitized energy programs.
Main Stage
Start
10:00 AM
End
11:00 AM
Speakers
Melissa Days
On-Demand Session 6: Best Practices to Improve Customer Satisfaction & Delight Trade Allies: Key Program Design Capabilities Every PowerClerk Program Admin Should Use
On-Demand Session 6: Best Practices to Improve Customer Satisfaction & Delight Trade Allies: Key Program Design Capabilities Every PowerClerk Program Admin Should Use
PowerClerk features are built to make the lives of your customers and trade allies better. Simplify the management, design and administration of energy programs and learn how to implement core product features to promote stronger regulatory relationships and more profitable utility rate filings. Attendees of this session will learn: How to utilize Project Views, Project Summary and Milestones to set a foundation of transparency with your customers How Project Inquiries can add a level of service by communicating more effectively and synchronously with the customer How Dashboards and the User Selector feature makes it possible to surface program performance metrics
Main Stage
Start
11:30 AM
End
12:30 PM
Speakers
Melissa Days
18
On-Demand Session 7: Leveraging CPRs Enterprise License: Expanding Value to Other Groups, including New Service Delivery (NSD), with the Professional Services Team
On-Demand Session 7: Leveraging CPRs Enterprise License: Expanding Value to Other Groups, including New Service Delivery (NSD), with the Professional Services Team
This session will present a case study of how one Enterprise License partner utility worked with Clean Power Research’s Professional Services to design and build their New Service Delivery (NSD) program. This program automates Residential/Commercial New/Upgrade and Subdivision work streams and is made up of complex internal workflows tied to end-customer and contractor application forms. Attendees of this session will learn: How the utility’s business requirements were developed and communicated to triage requirements for new service; develop electrical design; ensure internal and external procedural requirements are met; develop work order packets; and manage each project from initiation to completion How PowerClerk solutions replaced previously manual functions, remedy inadequate engineering staffing levels and cut down on service delays How Calculated Fields and API connections to ArcFM/ArcGIS in PowerClerk were able to handle a complex excess footage calculation to quote costs on new service extension, live, in-form to the customer
Main Stage
Start
10:00 AM
End
11:00 AM
Speakers
Alaric J. Babej
Connor Smith
Jennifer Gough
Ryan Saiz-Buchanan
On-Demand Session 8: Accelerating Your Pace of Digitization through Web Forms Built on PowerClerk VersaForm Technology
On-Demand Session 8: Accelerating Your Pace of Digitization through Web Forms Built on PowerClerk VersaForm Technology
Independent of program-type or DER technology, PowerClerk VersaForms can be an efficient, no code way for you to manage your company’s web forms assets. As many utilities and agencies bring new and existing forms online—or migrate them out of online PDFs—VersaForms can be the most effective way to capture accurate data, manage it securely and automatically connect it with other groups at your company that need access. Attendees of this session will learn: The basics of setting up and launching a VersaForm. How Workflow design, Roles and Automations all contribute to building out a robust data pipeline How VersaForms can be applied to specific utility and agency examples—both simple (e.g., email enrollment) and complex (e.g., equipment rebate, multi-page) How to empower your IT staff to connect VersaForm data into other programs and systems via the API, web adapters and SFTP automation
Main Stage
Start
11:30 AM
End
12:30 PM
Speakers
Caitlin Prager
Jennifer Gough
19
On-Demand Session 9: The Business Case for More Comprehensive Customer Engagement: Meet Program KPIs, Capture Key Data and Elevate Customer Satisfaction
On-Demand Session 9: The Business Case for More Comprehensive Customer Engagement: Meet Program KPIs, Capture Key Data and Elevate Customer Satisfaction
While opportunities for in-person customer engagement have recently diminished, contractors and car dealerships have found new and innovative ways to maintain and grow sales. Utilities can also take advantage of these new technologies to digitally engage customers considering major energy-related home and transportation purchases. Learn how WattPlan provides an approachable, trusted and personalized experience for customers facing important energy decisions. Add in PowerClerk to seamlessly enroll customers into workflows that advance program KPIs or capture key data. This session will also discuss the results of elevating customer satisfaction and how taking these steps leads to more favorable rate cases and company profitability.
Main Stage
Start
10:00 AM
End
11:00 AM
Speakers
Brian Boler
Caitlin Prager
On-Demand Session 10: New Process? No Problem! How to Develop Effective Update Strategies to Keep Your PowerClerk Program Ahead of the Curve
On-Demand Session 10: New Process? No Problem! How to Develop Effective Update Strategies to Keep Your PowerClerk Program Ahead of the Curve
Learn how to efficiently operate a PowerClerk program and keep up with new or changing business goals. Attendees of this session will see examples that illustrate how to develop requirements for an effective Program Update strategy, such as: Identify opportunities for continuous improvement and keep track with PowerClerk’s growing program flexibility tools, including Calculated Fields and the new Workflow editor Find information on new tools in Release Notes and added feature extensions, such as VersaForms, to improve program fit and usability Facilitate smooth transitions when implementing new program logic by clearly communicating project milestones in Communication Templates with Automations Define common test-case scenarios and ease user acceptance testing using the Sandbox and Test Environment Main Stage
Main Stage
Start
11:30 AM
End
12:30 PM
Speakers
Jennifer Gough
Seth Lifland
20
On-Demand Session 11: PowerClerk as Your Multi-Purpose Utility Platform: How to Securely Capture & Unify Customer Data for DERs & Beyond
On-Demand Session 11: PowerClerk as Your Multi-Purpose Utility Platform: How to Securely Capture & Unify Customer Data for DERs & Beyond
A digital DER system of record for all technologies (PV, EV, DR, EE and beyond) is made possible with PowerClerk. PowerClerk’s Channels feature gives utilities tools to capture accurate and consistent data for individual energy and customer programs, and aggregate DER information to a single customer or premise ID. Creation of an accurate “system of record” documenting what is installed behind the customer meter will enable your organization to advance grid modernization and planning efforts. Develop more accurate digital twins and de-silo your data for more insightful customer interactions across your organization. Attendees of this session will: Learn how integrating PowerClerk with other utility systems can de-silo data to create efficiencies, prevent data duplication and errors between systems, and avoid costly repetition of tasks Learn how to take advantage of security features across PowerClerk programs such as multifactor authentication, single sign on (SSO), version history/auditing and sensitive data management See specific examples of different integration types based on utility software architecture (e.g., API, Custom Web Adapter, Web Adapter Factory). No matter your CIS, CRM, GIS or BI tools)
Main Stage
Start
10:00 AM
End
11:00 AM
Speakers
Jennifer Gough
Skip Dise
Speakers
Clean Power Research Speakers

Adrian Mayorga

Software Engineering Manager @ Clean Power Research

Andrew Price

Business Development Manager @ Clean Power Research

As a Business Development Manager at Clean Power Research, Andrew focuses on partnership development and stakeholder engagement for evAPP and the company's other DER adoption solutions. He also serves as a co-chair of the Smart Electric Power Association’s Electric Vehicle Working Group Subcommittee on Managed Charging and Vehicle-to-Grid. 

His expertise in electric vehicles and DER technologies stems from his previous role within Nissan Europe’s headquarters where he spent four years as a Section Manager within the Policy and Business Development team. As part of that role, Andrew managed public-private partnerships and worked cross-functionally and externally to accelerate business development for electric vehicles, second-life battery and vehicle-to-grid energy services. 


Andrew holds an MBA 
with Distinction Honours from Durham University in England. As part of his MBA qualification, he undertook a Strategic Consultancy Project within Boeing Digital Aviation conducting benchmark analysis and presenting recommendations for future fleet management and CRM Connected Service offerings to company executives. 

Brian Boler

Lead Product Manager @ Clean Power Research

In his role as Product Manager at Clean Power Research, Brian is responsible for driving the evolution of the WattPlan and PowerBill products. This includes the development and commercialization of software services that help simplify complex energy decisions. Brian works closely with utilities, dealers and financiers in the solar, electric vehicle and related industries to deploy software that helps them and their customers make informed energy decisions.  Prior to joining Clean Power Research, Brian worked with a clean tech start up, Infinia Corporation. Brian holds a B.S. in Electrical Engineering from Washington State University. 

Caitlin Prager

Lead Product Manager @ Clean Power Research

As a Lead Product Manager at Clean Power Research, Caitlin manages the overall product strategy of PowerClerk®. Caitlin works closely with utilities and their partners to provide workflow automation solutions across a diverse range of programs from EVs to interconnection and pole attachments. Caitlin brings a background in program design, operations, and strategy that she leverages to bring together sales, marketing, software engineering, and customer success teams. She collaborates with our utility customers to develop a deep understanding of their needs, pain points, and processes. When she joined the Clean Power Research team in 2019, Caitlin brought more than 10 years’ of experience in utilities, energy efficiency, and technical program management. She holds a B.S. degree in Resource Economics and a Masters in Business Administration.

Carlos Brito

VP of Engineering @ Clean Power Research

As the vice president of engineering at Clean Power Research, Carlos Brito heads the engineering teams responsible for developing the company’s software services and managing the respective operational aspects. Carlos’ interest in clean energy is driven by his belief in the energy transformation, where renewables and energy technologies play a key role in achieving a more sustainable future. Carlos is a big fan of electric vehicles, and like several of his teammates, drives one to work every day. Prior to joining Clean Power Research, Carlos spent time as a founding member of an early-stage startup. Most of his professional experience comes from developing enterprise and consumer software products at Microsoft, where he worked for 15 years. While at Microsoft, Carlos lead development teams working on multiple releases of Microsoft Outlook® and the Windows® operating system. Carlos holds a degree in Computer Science from the New University of Lisbon, Portugal.

Connor Smith

Customer Delivery Manager @ Clean Power Research

In his role as Customer Delivery Manager, Connor is responsible for onboarding utility customers to PowerClerk®. He works closely with new and existing customers via Professional Services to define and deliver training programs, document as-is and to-be business processes and integrate with third-party vendors via API, Web Adapters, and SSO. Prior to joining Clean Power Research in 2018, Connor worked in the California Energy Commission's Renewable Energy Division, and has 6+ years’ of project management experience in the energy industry. Connor holds a Bachelor of Arts in Environmental Science/Biology, a Master's of Science focusing on Environmental Management, and a Renewable Energy Professional Certification from the Association of Energy Engineers.

Jeff Ressler

CEO @ Clean Power Research

Jeff Ressler is chief executive officer of Clean Power Research. In his more than ten years at the company, he has overseen the inception of the SolarAnywhere® and WattPlan® software families, and grown PowerClerk® from a nascent, online incentive processing tool into a powerful, general purpose energy program automation solution. A software industry veteran, he has a track record of delivering highly available cloud-based solutions to customers as well as deep experience building effective functional teams across engineering, product management, sales, marketing, business development, support and operations.

Jennifer Gough

Product Manager @ Clean Power Research

Jennifer brings a customer focused approach to her work at Clean Power Research. She started in 2014 and has worked in many roles across multiple products. Before transitioning to the PowerClerk Product Management team she worked with the WattPlan product as a Customer Success Manager and on the rates database.  As a PowerClerk Product Manager, she works closely with our utility customers to understand their needs, strategize on solutions and translate those concepts into software development specifications. She collaborates with customers on key processes such as the design and launch of new energy programs, partner integrations, data visualization and reporting. Jennifer holds a Master of Science with a concentration in Sustainable Systems, a B.S. in Environmental Studies, and is certified in Database Management and Industrial Ecology.

Melissa Days

Customer Delivery Manager @ Clean Power Research

In her role as Customer Delivery Manager, Melissa is responsible for onboarding utility customers to PowerClerk®. She works closely with existing and new customers to define and deliver training programs, document as-is and to-be business processes and to run integration workshops with other third-party vendors.  Prior to joining Clean Power Research in 2019, Melissa worked on Puget Sound Energy’s Net Metering team, and has 6+ years’ experience in project management for electric utilities, as well as hands-on experience in implementing the Power Clerk platform from the utility side. Melissa holds an Associate of Applied Science in Electrical and Mechanical Engineering, a Bachelor of Arts in Communications, and Masters in Business Administration focusing on Business Leadership.

Robert Orleth

Software Engineering Manager @ Clean Power Research

Robert has been with Clean Power Research for the last 7.5 years. As a Software Engineering Manager, he is responsible for the design, development and operations of the PowerClerk line of software services.  
Robert has more than 20+ years professional development experience at all levels, from hardware and drivers to operating systems, client applications, middleware front- and backend development in a wide range of technologies and languages, as well as 15+ years as a development lead.  
Robert holds a degree in Electrical, Electronics and Communications Engineering from University of Stuttgart and a certification in Machine Learning.

Seth Lifland

Software Engineer @Clean Power Research

As a Software Engineer on the PowerClerk team, Seth works with the development and product teams to maintain and expand the capabilities of PowerClerk. Since joining Clean Power Research in 2017, he has worked on features including multi-factor authentication, sensitive data, and formulas. Most recently, he drove the development of the new Smart Templates feature and has contributed to the effort to modernize PowerClerk's user interface. Prior to joining Clean Power Research, Seth worked at Microsoft as a Software Engineer in the Microsoft Teams and Skype for Business organization. He holds a B.S. degree in Computer Science.

Skip Dise

VP of Product Management @ Clean Power Research

As Vice President of Product Management, Skip leads the Clean Power Research team to pursue solutions for some of our customers’ toughest challenges. Skip has spent his career finding ways to make renewable and environmental solutions economically attractive to the energy industry. Starting his career at Soane Energy, Skip developed environmental remediation technologies for large oil and gas producers. Upon joining Clean Power Research in 2012, Skip led product management for the company’s nascent SolarAnywhere® product, growing the business over several years from a single, data-oriented product to a family of irradiance data and intelligence solutions, including FleetView® and SystemCheck®. Skip holds a degree in Chemical Engineering from the Massachusetts Institute of Technology (MIT) and a degree in Mechanical Engineering from the University of California San Diego.
Guest Speaker

Alaric J. Babej

Project Manager, Product Development @ Public Service Company of New Mexico (PNM)

Alaric J. Babej is the Project Manager in Product Development at the Public Service Company of New Mexico where he is tasked with designing and managing utility programs focused around electrification and renewable energy. In his inaugural position in the utility industry, Mr. Babej helped to design and launch an online interconnection process that reduced the time required to evaluate customer solar applications by 80%. Unable to fully leave college behind after earning a Master's in Mechanical Engineering from the University of Washington, Mr. Babej is currently pursuing an MBA from the Anderson School at the University of New Mexico. When not thinking about the best classic car to convert to an EV, Mr. Babej continuously proves that lack of natural talent is no reason to give up playing hockey.

Robert Bowers

Senior Programmer Analyst @ Dominion Energy

Robert has been a software developer for almost 30 years, with 21 of those years being with Dominion Energy. He has experience with varied technologies, including mainframe, client/server, web, and newer cloud CRM systems. He began working with Powerclerk about 2 years ago, and now supports multiple groups that use it within his organization.

Ryan Saiz-Buchanan

Technical Program Manager @ Public Service Company of New Mexico (PNM)

Ryan Saiz-Buchanan graduated from Embry-Riddle Aeronautical University in 2005 with a BS in Engineering Physics. From 2005-2015 he worked at the Emcore Corporation as a Program Engineer and was responsible for the design, fabrication, and testing of solar arrays for satellites. Some of his accolades include the LADEE Mission (Lunar and Dust Environment Explorer), the InSight Mars Lander (Interior Exploration using Seismic Investigations, Geodesy and Heat Transport) and several CRS (Commercial Resupply Service) satellites. From 2015-2020, Ryan worked at Wegmann Automotive as a Project Manager responsible for the installation of automation at automotive manufacturing facilities. During his tenure, he led the installation of 8 automated wheel weight application systems in high volume automotive manufacturing plants. In July of 2020, Ryan accepted the Technical Program Manager position at PNM. One of his key responsibilities include the implementation of the PowerClerk New Service Delivery Program which deployed in January of 2021.

Timothy Wong

Business Technology Analyst @ Sacramento Municipal Utility District (SMUD)

Timothly Wong has worked with SMUD for the last 20 years and has been a Business Technology Analyst for the last 8.  He was the business lead for transitioning and implementing SMUD's PV program from PowerClerk 1 to the current version of PowerClerk. He is currently repurposing PowerClerk to manage our Real Estate Services processes. Timothy has a Bachelor of Science in Computer Information Science and Information Systems and has a Business Analyst Certification from California State University- Sacramento.
Others

Brian Boler

Ryan Saiz-Buchanan

Seth Lifland

Skip Dise

Torsten Zabka

Caitlin Prager

Lead Product Manager @ Clean Power Research

Connor Smith

Customer Delivery Manager @ Clean Power Research

Jennifer Gough

PowerClerk Product Manager @ Clean Power Research

Robert Bowers

Senior Programmer Analyst @ Dominion Energy

Timothy Wong

Business Technology Analyst @ SMUD

Tom Hoff

Founder & Chief Research Officer @ Clean Power Research

Torsten Zabka