Enhancing SunEngine^TM: Unlocking the Power of
Automations & Lists

In the dynamic world of community solar, efficiency and customer satisfaction are paramount. When it comes to SunEngine^TM, our fully customizable community solar software, we are constantly innovating to ensure our platform not only meets but exceeds expectations. Our latest advancements in automation and list management set Neighborhood Sun apart from other community solar providers, offering a streamlined experience that benefits both developer clients and individual subscribers alike.

Automations and Lists: Simplifying Operations

Central to our recent upgrades is the integration of automations using our new Lists feature. This addition allows clients to effortlessly create and manage workflows that are both efficient and effective. Emily Tokarowski, V.P. of Marketing and Christina Bychkov, V.P. of Operations, are both pivotal members of our team who spearheaded the development of these automations, drawing on their extensive firsthand experience and expertise to ensure they cater perfectly to evolving industry needs.

Practical Applications: Handling Incorrect Account Numbers

Let’s take a closer look at how these innovations work in practice, using an example where an automation resolves incorrect account numbers.

1. Lists for Comprehensive Management: Our Lists feature isn’t just for organizing data; it’s also a powerful tool that enables users to save filtered views of Accounts or Users. These saved lists serve as the foundation for insightful reporting and can be leveraged to drive crucial automated actions.
2. Automations for Seamless Workflows: Building on Lists, our automations enable us to execute a series of predefined scheduled actions with little-to-no effort. After identifying the most common enrollment issues, our team set up automated follow-up workflows to trigger necessary actions to be taken for each issue, such as sending notifications, delaying further processes for review, updating statuses, or reassigning the account to the appropriate team member.

The following workflows have been set up to resolve the most common issues encountered throughout the enrollment and management of subscribers:

1) Scheduling follow-up for missing utility bills or income-verification documentation

2) Incorrect account number follow-up with subscriber

3) Confirmation of account details 

4) Sending enrolled accounts email content for subscribers to verify account/contact information

5) Sending subscribers customized content dependent on their circumstances (for example, in the case of someone moving)

7) Credit issue follow-up with subscriber

Setting Neighborhood Sun Apart

What truly sets Neighborhood Sun’s SunEngineTM apart from other community solar platforms is our commitment to leveraging technology and team input for operational excellence. 

Efficiency: By automating routine tasks through predefined workflows, we reduce manual effort and minimize errors, ensuring swift resolution of issues like incorrect account numbers.

• Customization: The flexibility of Lists and Automation allows businesses to tailor processes according to their unique requirements, enhancing adaptability and responsiveness.
• Customer Focus: Ultimately, these advancements translate into an enhanced user experience for both the developer and the subscribers. Swift resolution of issues means happier customers and stronger relationships.

SunEngineTM remains dedicated to pushing the boundaries of what’s possible in community solar management. By developing features like lists and automation, we can transform our platform to have CRM capabilities through which we can send regular, customized content.  Our ongoing innovations will continue to set benchmarks, ensuring that our services remain at the forefront of the industry.