Exclusively for utilities, energy agencies, and program partners, learn how your utility peers are solving business process & program workflow challenges using PowerClerk. Accelerate productivity, integrate systems, elevate efficiency – join us at Reflow!
Click here to register for this virtual, complementary PowerClerk conference.
Speakers: Hear from Clean Power Research experts and guest speakers from utility and energy agency customers.
Session types: Attendees will learn how to improve workflow efficiency, staff productivity, applicant and customer experience, and data streams across diverse types of programs and processes.
- Solution Overview sessions will showcase how PowerClerk is helping organizations become more operationally efficient with no-code workflow automation in areas such as interconnection requests, service requests, and customer programs.
- How-to sessions teach PowerClerk users how to leverage specific capabilities to unlock additional value from the software.
- Case Study sessions spotlight the great work of our customers, including how they have streamlined their workflows with PowerClerk and the positive outcomes their organizations are realizing.
Click here to learn more and register for Reflow. See you there!
Skill Building Sessions
The following Skill Building Sessions have been streamed at past Reflow events.
2024
Skill Building Session 4 | Effortless Connections: Leveraging VersaForms to Streamline Utility-Homeowner Interactions
Summary: This session demonstrates how to enhance utility-homeowner interactions with minimal effort and maximize engagement. Utilizing VersaForms™, a feature of PowerClerk, you can interact with homeowners without requiring a PowerClerk account or login.
In this session you’ll learn:
- How to enable applicants to easily enroll in a new program
- How to gather information like project approvals or surveys automatically from homeowners or stakeholders
- How to embed Versaforms in your programs or web pages
This session is a good fit for: Beginner PowerClerk Users
Skill Building Session 7 | Optimizing eSignature Management: How to Maximize the new eSignature Envelopes Feature
Summary:Unlock the full potential of your signatures workflow! Whether you’ve been using our classic eSignatures feature, traditional pen & paper methods, or were an early adopter of eSignature Envelopes, join us to discover how you can elevate your signature processes.
In this session you’ll learn:
- How to comprehensively configure and manage eSignatures
- How to seamlessly request signatures using an Automation Action Rule
- How to create routing orders for recipients and simply add admin contact information for countersignature
This session is a good fit for: Intermediate PowerClerk Users
Skill Building Session 10 | Channeling Seamless Transitions: Elevate the Move Out/Move in Process
Summary: Are you manually updating project records when homeowners change? Are you notified of new homeownership outside of PowerClerk? Explore the power of PowerClerk Channels to synchronize data across programs and projects, ensuring the smooth transition of information when homeowners move in or out.
In this session you’ll learn:
- How to designate a new project as a “successor” to help maintain data integrity and centralize information within PowerClerk
- How to set up and utilize Channels, gain insights into configuration steps and effective project interaction in PowerClerk
This session is a good fit for: Beginner PowerClerk Users
Skill Building Session 12 | Unveiling Program Performance: Analyzing PowerClerk Reports with Business Intelligence Tools
Summary: Discover how PowerClerk’s flexible reporting capabilities empower utilities and energy agencies to analyze their program’s performance, unveiling crucial insights into how they might maximize operational efficiency. This session will include a step-by-step walkthrough of how to create, automate, and integrate PowerClerk reports with common business intelligence tools and streamline your program analytics.
In this session you’ll learn:
- How to unlock the potential of PowerClerk data through seamless connections with Power BI
- Learn best practices for streamlining your program data along with a few tips and tricks
- Explore strategies for identifying process improvement opportunities
This session is a good fit for: Intermediate PowerClerk Users
Skill Building Session 13 | Mesmerizing Milestones – Managing Construction Milestones Pre and Post PTO
Summary: Using PowerClerk’s Project Table Channel, utilities can achieve a one-stop shop for all their construction milestone needs. The Project Table allows the organization of milestones in a central table for users to view the status, due date, milestone requirements, payments, and fulfillment documentation. This approach also enables each milestone to have their own independent workflow (where applicable).
In this session you’ll learn:
- How to create a Project List Channel Table for organizing construction milestones
- How to conveniently send notifications to customers that have gone beyond their due date
- Keep track of every construction milestone more efficiently, fulfilling these milestones simply
This session is a good fit for: Intermediate PowerClerk Users
Skill Building Session 15 | Mesmerizing Milestones – Managing Construction Milestones Pre and Post PTO
Summary: Join us for this interactive integration workshop! Whether you’re new to PowerClerk or a veteran, we think you’ll find this session inspiring. We will guide you through making PowerClerk V2 API calls using Postman documentation and setting up a Web Connectors.
In this session you’ll learn:
- What types of capabilities are possible with PowerClerk’s simple, no-code integrations
- What is a Web Connector, and how to build one
- How to use Postman to call PowerClerk APIs, as well as good API patterns
This session is a good fit for: Intermediate PowerClerk Users
2023
Skill Building Session 6 | Make Sense of Your Data: Utilizing Reports to See What Matters
Summary: Are you ready to unlock the potential of the reporting capabilities in PowerClerk to ensure your programs are delivering the transparency and accountability your management and regulators require? In this session, we’ll showcase the new Report Editor and highlight powerful built-in fields such as status timestamps, deadlines, nearest deadline due, and more.
We’ll also explore other ways to access data from PowerClerk, including Excel integration, automated reports, SFTP and Microsoft Power BI. By the end of this session, you’ll have a comprehensive understanding of PowerClerk reporting and how to best leverage it for your utility’s needs.
Join us to learn:
- How the new Report Editor works and how it can streamline your reporting processes
- Best practices for using built-in fields to enhance your reporting capabilities
- How to access data through Excel integration, automated reports, SFTP and Microsoft Power BI
- Tips for customizing reports and leveraging the full power of PowerClerk reporting
Session 7 | Streamline Your Workflows with PowerClerk Automations
Summary: Join us to explore how to integrate PowerClerk with other utility systems and identify what type of connection to use for specific scenarios. The integrations we’ll cover include: SFTP Automatic Data Import, ArcGIS, Customer Validation Web Connectors and PowerClerk’s new V2 API.
By the end of the session, you’ll have a clear understanding of how to integrate PowerClerk with other systems to create a seamless workflow, keep data in sync, enhance your reporting capabilities and establish project health across teams. Maximize the value of your PowerClerk data to unlock even greater insights and opportunities.
Don’t miss this opportunity to learn:
- Best practices for automating the import of a dataset from an external database into PowerClerk
- When to use a web connector to reflect PowerClerk data on your ArcGIS map to aid internal distribution analyses, or allow a customer to validate themselves, thereby reducing administrative review time
- Tips for syncing your external database to PowerClerk on a nightly basis
Skill Building Session 8 | Optimize PowerClerk Integrations to Enhance Workflows & Maximize Data Value
Summary: Do you want to increase efficiency in your PowerClerk workflows? In this session, we’ll demonstrate how to utilize various PowerClerk automations to streamline your processes and reduce the risk of missteps.
You’ll learn how to automatically update statuses, send notifications and generate documents or reports using different types of project conditions (topical, numerical, logical). You’ll also learn how to improve data quality and avoid unauthorized application/ review form submissions using validation action rules.
Don’t miss this opportunity to learn:
- How to choose the right PowerClerk automation to solve different workflow automation needs
- How to set-up automation action rule conditions based on various project criteria
- Tips for when to use “form submittal” versus “status transition” automation triggers
- How to use “validation rule” automation actions to further enforce data quality requirements
Skill Building Session 11 | Our Signature Event: Introducing PowerClerk’s eSignature Envelopes Feature
Summary: Mastering new features can sometimes feel like a big lift, but that’s not the case with PowerClerk’s eSignature Envelopes feature. In this session, you’ll become familiar with the enhanced eSignature functionality and the dedicated configuration page that enables intuitive design and layout. You will see how to customize the DocuSign notification email to your signatories, configure a routing order for signatories, include content library items and attachments, and more!
Learn how PowerClerk’s upgraded eSignature integration with DocuSign can enhance customer satisfaction by reducing errors, improving turnaround time and offering clearer instructions. We’ll cover the path to implementation, including how to get started and best practices for integrating eSignature envelopes into your processes.
In this session, you’ll learn:
- What the new eSignature Envelopes Feature is and the functions it provides
- How to configure an envelope in your program and customize the DocuSign communication
- How to configure routing for signatories and private messaging to each
Skill Building Session 15 | Submit, Review, Correct, Repeat: Mastering a Seamless Review Loop
Summary: Discover how you can optimize your program’s review loop and create a seamless experience for both your admin team and applicants. In this session, you’ll learn how to leverage unique form elements and a secret ‘set data field’ automation to minimize manual resources and streamline your review process.
Our expert speaker will share insights into the latest best practices for designing a user-friendly review process and maximizing efficiency. By the end of this session, you’ll be equipped with the knowledge and tools to master a seamless review loop and improve the overall effectiveness of your program’s application review process.
In this session, you’ll learn:
- Learn how review loops can be used to improve the applicant and admin experience as they progress through the project workflow
- Learn how to create a review form, including commonly used form elements and submission types, and understand options for setting up a Corrections form
- Gain actionable tips for enhancing communication and collaboration among team members and applicants
Skill Building Session 16 | Optimize Resource Management with PowerClerk Features
Summary: Explore how to optimize management of your team using PowerClerk. By harnessing the features of PowerClerk, such as Assignee/User Selector fields, Project Views and Project List Columns, you’ll learn how to streamline your workflow, assign tasks more efficiently and gain greater visibility into your project status.
Whether you’re a project manager, team leader or simply looking to improve your project management skills, this session will provide you with practical tips and techniques for maximizing the benefits of PowerClerk.
In this session, you’ll learn:
- Gain insight into how PowerClerk’s resource management features can help you more effectively manage programs with multiple administrators
- Learn best practices for implementing specific features, including User Selector fields, Assignee Field, Project Views and Project List Columns