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.
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 Adapters 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 adapter 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