SEEL DIGITAL PLATFORM (SDP)
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Powering End-to-End Energy Program Delivery
The SEEL Digital Platform (SDP) is a secure, custom-developed, cloud-based proprietary CRM platform designed to capture customer leads, manage projects, and track real-time program performance against forecasted goals.
Built specifically for utility program delivery, SDP ensures the accuracy, integrity, and security of all program information — while enabling seamless communication across systems, staff, partners, and clients.
What We Offer:
SOC2-Compliant Data Security
All customer data is securely captured and stored in the cloud according to best practices. Information is shared using secure transfer protocols, including SFTP and web services (SOAP/XML), with Two-Factor Authentication and Role-Based User Security.
Real-Time Program Performance Tracking
Track actual program performance against forecasted goals with dynamic dashboards and KPI monitoring tools.
Secure Data Exchange & API Integration
Determine customer eligibility for program participation via API integration while maintaining strict data security protocols.
Operational Workflow Integration
SDP ensures consistent communication across systems and processes — both internally and for our clients.
Program Delivery in Action
Reporting
Incentives
Installation
Assessment
Enrollment
Outreach
SDP connects every stage of the customer journey — from targeted outreach and eligibility screening to installation management, incentive processing, and performance reporting.
SDP Core Capabilities
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Eligibility determination via API
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Trade ally management
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Weatherization partner management
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Incentive / rebate processing
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Incident & KPI tracking
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Operational & ad hoc reporting
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Field crew routing
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Appointment scheduling
Operations
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Custom-developed microsites
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Partner portals
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Virtual assessments
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Smart scheduling based on region
Digital Engagement
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SOC2 compliance
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Role-based access
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Enterprise architecture
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Secure infrastructure
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Real-time dashboards
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API integrations
Security & Infrastructure
Platform Security & Compliance
The SEEL Digital Platform is SOC2 compliant and built with enterprise-level security architecture.
All customer information is securely stored in the cloud according to best practices. Data is shared with clients via their recommended secure methods of delivery, including SFTP and secure web services.
Security protocols include:
✔ Two-Factor Authentication
✔ Role-Based User Security
✔ Secure Transfer Protocols
✔ Controlled Access Permissions
Seamless Operational Integration
SDP integrates program management, customer engagement, field operations, reporting, and analytics into one unified system.
By aligning operational systems with Six Sigma methodology training for staff, SEEL ensures continuous process improvement and data-driven program management.
Why SEEL?
✔ SOC2-Compliant Technology
✔ Secure Cloud-Based Infrastructure
✔ Real-Time Performance Visibility
✔ Smart Field Operations Management
✔ Enterprise Reporting & Analytics
✔ Custom Digital Engagement Tools
