Energy Efficiency Portfolio – Major IOU
Major Investor-Owned Utility – Energy Efficiency Portfolio
Client Profile
Major Investor-Owned Utility – Energy Efficiency Portfolio
Situation
The utility managed a broad energy efficiency program portfolio under strict regulatory oversight. Manual rebate processing and fragmented data systems created compliance risks, delayed filings, and limited executive visibility. Leadership needed stronger program management, standardized workflows, and unified reporting to ensure compliance and meet regulatory expectations.
Our Role
CARIAN served as the Program Management Office (PMO) for the portfolio, overseeing day-to-day operations and ensuring compliance. We implemented systematic rebate processing controls, established regulatory protocols, and deployed the E-Track+ platform to unify program data and automate reporting. Our team also delivered analytics and executive-level reporting presentations to provide leadership with real-time visibility into program performance.
Key Services Delivered
· Program PMO leadership and portfolio management
· Rebate processing oversight with workflow standardization
· Regulatory compliance support and documentation protocols
· Data management and reporting through E-Track+ platform
· Program analytics and executive-level reporting for leadership
Value Delivered
· Strengthened portfolio oversight with improved compliance and operational control
· Reduced compliance risks by standardizing workflows and documentation
· Improved decision-making through program analytics and executive-level reporting
· Provided unified visibility and real-time insights into portfolio performance
Value Delivered
Program Highlights
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