Major Investor-Owned Utility – Energy Efficiency Portfolio
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.
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.
Program PMO leadership and portfolio management
Rebate processing oversight with workflow standardization
Data management and reporting through E-Track+ platform. Regulatory compliance support and documentation protocols
Program analytics and executive-level reporting for leadership
Value Delivered
Operational Control
Strengthened portfolio oversight with improved compliance and operational control
Risk Compliance
Reduced compliance risks by standardizing workflows and documentation
Program Analytic
Improved decision-making through program analytics and executive-level reporting
Real-Time Insights
Provided unified visibility and real-time insights into portfolio performance
