VisionDSM is the market-leading portfolio management and tracking platform, trusted by public and private utilities, state agencies, and the US and UK national governments.

VisionDSM’s powerful, configurable, scalable, and secure DSM Work Management System empowers utilities to deploy DSM portfolios exactly how they want them to run, rather than canned workflows. Because programs can be launched without writing a single line of computer code, VisionDSM can truly be configured to reflect each client’s specific needs.

VisionDSM elevates customer engagement and experience through intuitive and customer-centric interfaces while providing personalized, dynamic and powerful business intelligence and analytics for operational teams.

Backed by the deep bench strength of AEG’s energy experts and expertise, VisionDSM ensures our clients can confidently address the needs of an ever-changing energy landscape.

AEG is a multi-disciplinary technical, economic, and management consulting firm with over 35 years of experience providing DSM consulting services. In tandem, we have offered industry-leading Internet-based SaaS DSM management solutions since 2000. We are not just a software company, and we are not just a consultancy. We are energy management experts, and the services we deliver drive our IT solutions.

We built our VisionDSM offering according to the business models of best-in-class companies, ensuring high customer support and satisfaction levels.

Program Support

• Demand Side Management
• Demand Response
• Distributed Energy Resources
• Renewables
• Non-wires Alternatives/Non-pipe Alternatives
• Beneficial Electrification
• And more

Application Lifecycle Management and Rebate Processing

• Customer and Trade Ally self-service utility-branded portals
• Powerful workflow management and automated processes
• Comprehensive rule management and automated calculations
• Fully configurable to capture any data required, under any business rules
• Payment card rebate fulfillment

Data Centralization and Management

• Integration with major program implementers
• Configurable integration layer for utility enterprise systems like CIS, MDM, CRM, and Financials
• Automated data validation within and across systems
• Batched or real-time API data transfer
• Comprehensive budget, expense, and goal management
• One source of truth

Reporting

• Powerful data warehouse and reporting engine for full portfolio optics
• Ad hoc end-user report and dashboard builder (Microsoft Report Builder 3.0)
• PowerBI embedded executive and management dashboards on any device

Trade Ally Management

• Certification and training management and reminders
• Collaboration portal for application intake and cooperative application processing
• Integrated “Find a Contractor” portal for customer engagement
• Route optimization for field services

Data Security and Accessibility

• SSAE18 SOC2 and ISO27001 certified to ensure the safety of customer data
• Configurable access rights across organizations (program staff, utility management, implementers, evaluators, state regulators)

Stakeholder Feedback and Market Research (Qualtrics UX)

• Qualtrics integration delivers survey tools via customer and trade ally portals, email, and texts
• Driven by workflows – ask the question exactly when you want the answer
• Streamlined evaluation data collection
• Mobile and offline support capabilities
• Ability to design a wide variety of questions types, embedded data, quotas, and triggers