Case Study

Enerva Energy Solutions

Dec 2020 to Apr 2024

Passer custom-built rebate program portals and a complete program management platform for Enerva Energy Solutions, who administered multiple energy efficiency programs across Alberta and Ontario, and stood up the Freshworks-powered sales and customer support backbone behind it. The engagement processed 9,000+ applications across three years.

The challenge

Public funds. Thousands of businesses. Zero tolerance for error.

Enerva administered energy efficiency programs funded by provincial and federal sponsors. Programs ran across Alberta and Ontario, covering 5,000+ businesses with multi-stage application reviews, eligibility verification, and rebate disbursements drawn from public funds. Existing tools could not handle the volume, the multi-stage workflows, or the audit-grade payment accuracy that comes with administering public money. A separate need: the sales and customer support sides of the operation lacked a system of record.

The solution

Program platform plus Freshworks-powered support layer.

01Participant enrollment portals
02Multi-stage application processing
03Document management and storage
04Reviewer assignment and workflows for a 25+ person team
05Payments Canada API integration
06Direct deposit disbursement with audit trail
07Compliance reporting for sponsors
08Integration with IESO intake systems
09Freshsales CRM customization and rollout
10Freshdesk Ticketing for customer support automation
11Sales process consulting and marketing automation
12Comprehensive training program for sales associates, CSAs, management, and customer service reps
Scope

Two programs. Two provinces. One technology platform.

Alberta

An Alberta-wide energy efficiency program with three funding streams. Passer built the complete program technology: participant enrollment portals, multi-stage application processing, document management, reviewer assignment and workflow automation, and comprehensive reporting for the program sponsor.

Outcomes

What it added up to.

$55M+
in program funds managed
5,000+
businesses served
9,000+
applications processed
100%
payment accuracy

An engagement that extended well beyond program technology.

In addition to the rebate portals and program management platform, Passer led the Freshworks rollout (Freshsales CRM + Freshdesk Ticketing) for Enerva's sales associates, CSAs, management, and customer service representatives. The work included sales process consulting, marketing automation, Dolphin portal integration for IESO Retrofit outreach, and outreach team structure consulting.

An engagement that extended well beyond program technology.
Platform connection

How this engagement shaped Nemo Catalyst.

The operational knowledge, workflow patterns, and compliance requirements built through the Enerva engagement informed the design and development of Nemo Catalyst. One of our flagship platforms, Nemo Catalyst has since been refined through years of live program operation.

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