groundbreaking enhancements to dsm data products€¦ · groundbreaking enhancements to dsm data...
TRANSCRIPT
www.esource.com
Groundbreaking Enhancements to DSM Data Products Web conference
Thursday, June 29, 2017
Rachel Buckley Jeannine Turner
Zack Tamble Steve Lynch
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Agenda Introductions DSM Insights Measure Insights Persona Perspectives and Use Cases Product Roadmaps Q&A
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E Source Insights Products Team
Senior Director, DSM Solutions, E Source
Rachel Reiss Buckley
Manager, Data Products, E Source
Jeannine Turner
Zack Tamble
Director of Operations, QuadROI
Mark Brown
Founder, QuadROI
Ben Parnell
Data Liberator, QuadROI
Steve Lynch
Data Analyst, QuadROI
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Demand-Side Management Tools to Make Your Life Easier
Intent Program inputs Program profiles Program and portfolio results “Why” behind results
Measure attributes
Baseline assumptions
Incentives
Measures
Results Spending
Source Technical reference manuals Utility websites Filings Impact and process
evaluations
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
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How the Tools Fit Together for Portfolio Development How much savings are
they planning for each measure to get to the program estimates?
How well does that
program perform? How much are they
planning to spend and to save with that program?
Who else already has a program with that measure?
What incentives do they provide for the measure?
Why did the program design change course?
Why did the program perform the way it did?
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DSM Insights
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www.esource.com/dsminsights
Centralized repository program & portfolio
performance information for the
DSM INDUSTRY
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DSM Insights
Gain access to all the DSM data from those hard-to-find
regulatory filings
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Product Coverage
48 states and provinces
168 program administrators
5,290 programs
85% market spend
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Who’s Included
>$5 million per year DSM spending
Granular documents are available
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Data Sources
Plan Actual Filings
Commission decisions Portfolio plans
Implementation plans
Annual reports Results portals
Evaluation studies Self-reported results
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DSM Insights Contents
Impacts Spending
Evaluation Cost- effectiveness
Kilowatt (kW), kilowatt-hours (kWh), therm
Plan versus actual
Plan and actual Per program Budget
breakdown
Benefit-cost ratios
$/kW, kWh, therm
Net-to-gross / attribution
Realization
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Measure Insights
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Compiles
TRM data into a
structured online database of measure-specific assumptions
and inputs to base DSM program calculations on
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Do You Need to Know …
… the expected useful life for low-flow showerheads?
… the incremental cost for variable-speed motors?
… the annual energy savings for LED lamps?
… the annual hours of operation for chillers?
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Measure Insights Coverage
30 unique TRMs
344 Individual technologies
250 value types
72,028measure-specific data points
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All Available TRMs Indexed
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Measure Insights’ Key Elements Focus on VALUES and SOURCES (not calculations)
VALUE types Each VALUE has
Measure life
Incremental cost
Kilowatt-hour savings
Operating hours
Unit of measure
Comparison type
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How We Keep It Updated
The administrator publishes a new TRM or an update to an existing TRM
Insights team indexes TRM
Available in Measure Insights within a month
1 2 3
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Persona Perspectives and
Use Cases
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Persona-Based Use Cases
Program Planner
Implementer
Business Development Strategist
Engineer Product Manufacturer
Evaluator
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Program designers Program Planner
Account reps
I need to build a program budget. How much do other utilities allocate to marketing?
What are some other cost-effective programs that we could add to our portfolio?
Program Planner
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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.
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Account reps
Which measures are we missing in our portfolio?
Program Planner
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New! TRM Coverage View measures across jurisdictions to determine: Most common (benchmarking) Least popular (new opportunities)
First time ever compiled in the industry
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Program Planner
Benchmark My Program dashboard Provider Mentions dashboard
TRM Coverage dashboard
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Case Study
Mathias Bell, Product Developer, Xcel Energy
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Account reps
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 application.
Implementer
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Implementer/Program Manager Benchmark My Program
Indexed TRM Values
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Program designers
Account reps
Can I benchmark attribution rates for the program I’m evaluating with other similar programs?
Evaluator
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Evaluator
EM&V Dashboard
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Non-Utility
Program designers
Account reps
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?
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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.
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Non-Utility
Program designers
Account reps
Business Development Strategist
I need to know who the implementers are for certain types of programs.
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New! Provider Mentions View implementers by: Program administrator Program category Provider
See how well the affiliated programs performed Data available for 2015-16 programs
TIPS
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Business Development Strategist Find Opportunities dashboard
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Case Study Lei Wang, Lead Engineer, Nexant
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Program designers
Account reps
Engineer
I’m looking for measures with long lifetimes. How do I pick those out of TRMs?
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Engineer/Analyst
TRM Values dashboard
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Non-Utility
Program designers
Account reps
I want to see the energy savings from smart thermostats across all TRMs.
Product Manufacturer
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Product Manufacturer TRM Values dashboard
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Co-Creation with Our Members
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Product Roadmaps
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On the DSM Insights Roadmap
Add more demand-response
data
Bring in EIA data
Visualizations on
dashboards
Send alerts to
users
We want to work collaboratively with you
Overhaul budget
dashboards
Highest priorities
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On the Measure Insights Roadmap
Create measure-specific
dashboards
Build out values for member requests
Resource center
TRM timeline /
what’s new
We want to work collaboratively with you
Update TRMs as available
Highest priorities
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These Aren’t Just Products
Access to Our Team
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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
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Don’t Miss the Monthly Newsletters
Sign up at www.esource.com/email_preferences
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For More Information Jeannine Turner Manager, Data Products, E Source 303-345-9190 [email protected] Rachel Reiss Buckley Senior Director, DSM Solutions, E Source 303-345-9104 [email protected]