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In 2012, Modelit took on Build It Green, an organization that provides energy efficiency solutions with the goal to help communities reach net-zero carbon emissions by 2025. Through its GreenPoint Rated program, Build It Green certifies both single and multi-family homes as being up-to-standard for a sustainable and healthy environment. Homes are rated according to five categories: energy efficiency, health and air quality, water conservation, resource conservation, and community. With help from Modelit, Build It Green sought to enhance its home rating program management by maximizing its Salesforce implementation.
The GreenPoint Rated program follows a strict set of steps in order to certify sustainable homes. The process begins with the hiring of a certified Rater, who then goes on to evaluate either a new construction or an existing home according to a carefully curated checklist. This first application is then submitted to the project design team at Build It Green. The team ensures that all GreenPoint Rated measures are accounted for before a final application with complete documentation is submitted for certification approval.
Previously, Build It Green had been working with a legacy technology in order to manage its applications and fulfill GreenPoint Rated processes. However, the integration of this system with its Salesforce instance proved to be an issue as it required manual reconciliation between the two systems which created a major inconvenience. On top of this, working with the legacy technology provided the extra challenge that if any bugs, errors, or updates required correcting, a specialist had to be brought on who understood the legacy system technology.
Our client was in need of a custom solution capable of automatic updates and proper management of the company’s key application information, streamlined and accessible all in one place.
The GreenPoint Rated program was in need of more efficient reporting and tracking. So, the Modelit team began by retiring the legacy system in place. We then built a custom portal in Salesforce Experience Cloud, through which Raters and applicants could both be approved and go on to complete their tasks, all within the same system. This way, Raters can view and make adjustments to the applications that they’ve prepared on behalf of their clients.
With the custom portal, all application information is stored in the same place — eliminating previous complications with data integration. The input and management of any new resources, documents, or links is simplified for all parties involved. The smooth navigation and pleasant user experience of the Salesforce platform means that no special coding knowledge or technical expertise is necessary on behalf of the client.
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The implementation of this new portal has enhanced the overall GreenPoint Rated program experience. It saves our client time and effort as the system is capable of automatic updates, and our certified experts are equipped to tackle any problems that may arise.
Furthermore, our portal gives the team at Build It Green an opportunity to visualize their user experience in a way that wasn’t possible before. Now, with the ability to see their program from the user’s perspective, they can take GreenPoint Rated to the next level by focusing on the finer details while we take care of the mechanics.
Today, Build It Green continues to place their trust in Modelit when it comes to maximizing their Salesforce implementation.
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