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2022 iEnergy User Consortium Schedule

All times are in Pacific Time (PT)

Tuesday, December 6th, 2022
9 a.m. – 1 p.m. PT  |  10 a.m. – 2 p.m. MT  |  11 a.m. – 3 p.m. CT  |  12 p.m. – 4 p.m. ET

9 – 9:10 AM PT

Welcome & Introductions


  • Catherine Carhart, Chief Technology Officer
9:10 – 9:40 AM PT

What’s New in 2022? iEnergy Product Enhancements

The iEnergy team highlights this year’s newest product enhancements for Program Management, Public User Experience, OnSite, and Trade Ally Connect.


  • Ankush Raghatate, Software Product Manager
  • Capri Pearson, Software Product Manager
  • Troy Williams, Software Product Manager
9:40 – 11:10 AM PT

Live Program Demo & Case Study Showcase

Hear how clients are using iEnergy to improve customer, partner, and program management experiences. Topics will include instant coupons, enhanced contact management, integrations with Docusign, BI and analytics dashboards, and more!

Topics & Speakers:

  • DocuSign integration – Salt River Project and New Jersey Natural Gas
  • Digital Instant Coupons – Pacific Power and Puget Regional Coupons
  • PUX for Vendor and Distributor Uploads – EnergizeCT and Southern California Edison
  • DR and Net-Metering – Southern California Edison
  • Customer Management – Tacoma Power
  • Low Income Weatherization and Energy Savings Assistance Programs – Evergy and Southern California Edison
  • Program Managers Dashboards in Tableau – Evergy
  • Intelligent Outreach Using Advanced Analytics – Resource Innovations
  • PUX Google Analytics – Puget Sound Energy
  • Grid Interconnection/Hosting Capacity Determination – UKPN
11:10 – 11:30 PM PT

Mid-Session Break

Take 20 minutes to grab a coffee and stretch before we get kick off the next session or stick around to answer a few quick questions on what you’ve gained from the sessions so far.

11:30 – 12:30 PM PT

Roundtable Discussion: Plotting a Roadmap for 2023

A candid, collaborative conversation on how iEnergy enhances utility experiences today. This open forum will address challenges users are currently facing and provide an opportunity for users to suggest new features to be implemented in the next iteration of the platform.


  • Catherine Carhart, Chief Technology Officer
  • Brad Pierce, Vice President
12:30 – 1:00 PM PT

What’s Coming in 2023? The Future of iEnergy

Learn about our new roadmap, voice of the customer (VoC) process, and plans to improve the internal iEnergy Program Management user interface.


  • James Eduljee, Vice President
  • Adam Perry, Director, Customer Success
  • Ankush Raghatate, Software Product Manager
  • Capri Pearson, Software Product Manager
  • Troy Williams, Software Product Manager
1:00 PM PT Final Thoughts

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