Success Story: Modernizing Technology to Increase Energy Efficiency

A Phoenix-based utility is in the midst of long-term, far-reaching enhancements to its advanced metering infrastructure (AMI) and related systems. Due to technology obsolescence, operational challenges, and an inability to grow a highly-rated energy efficiency program, the client needed to think strategically and set a path for long-term success – they turned to Overlap for consulting and leadership.

Overlap advised senior leadership throughout a lengthy and complex contract development process, working collaboratively with executive leadership, program sponsors, and legal representation to manage the process, drive consensus, and negotiate with vendors. We established and helped lead negotiation strategies and performed detailed analyses to identify optimal pricing and contractual terms. The outcome is a fair and well-defined Software as a Service (SaaS) agreement, program statement of work, and hardware purchase amendment.

Now, Overlap is serving in the program manager role, working across numerous client stakeholder groups and with two external technology partners to ensure the program is delivered on time and meets all expected outcomes. We established the program’s governance processes, built the detailed integrated master schedule, and put controls in place to ensure the program is executed in accordance with the statement of work.

Overlap’s value goes beyond day-to-day program management as we continue to be a trusted and unbiased third-party that provides leadership advice, supports employee development, manages vendor relationships, and engages in ancillary and strategic initiatives. We seamlessly integrate with the organization’s culture, helping to bridge gaps, problem solve, and inspire the program team to succeed. 

When the program is complete, it will deliver numerous business and operational benefits, and will allow more customers to take advantage of a price plan that provides flexibility, control, and energy efficiency.