Customer Story: Energy Efficiency Resources

April 20, 2020

About Energy Efficiency Resources
Energy Efficiency Resources (EER) is a Michigan-based energy consulting firm specializing in energy waste reduction. EER focuses on reducing the energy use of its clients which include residential properties, office buildings, and commercial establishments. They address a broad spectrum of energy reduction needs, including lighting, heating and cooling, wastewater recovery systems, and more. EER does business in Michigan and Wisconsin, with plans to expand to Pittsburgh, Pennsylvania.

Challenge: Energy Efficiency Resources had a problem with their quoting process — long-winded utility rebate applications were making it difficult to quickly get accurate job quotes to customers. These multi-page forms took a long time to fill out, contained duplicate information, and created opportunities for human error, which translated directly into dollars lost.

Solution: Energy Efficiency Resources used GoFormz to digitize their quoting forms, shaving time from their business-critical quoting process. Human error and associated monetary losses have also been significantly reduced by automating a large portion of the form fill process and reducing busywork. The record-keeping and form delivery processes have been streamlined, with forms automatically emailed to the proper recipients and auto-uploaded to cloud storage.

Results:

At least 20 minutes saved per quote, which means over 75 hours saved annually, and growing
Elevated data accuracy via digital form automations like the auto-filling of fields from a database, automatic calculations, and other digital form features
Tens of thousands of dollars saved due to reduction in human error when completing utility rebate applications
Streamlined record-keeping via automated form uploads to Google Drive, and automated form data uploads to Google Sheets
Facilitated form delivery via automated emails

Forms: