A program operator scales its partner network without scaling its back office
A program operator aggregating savings operations on behalf of several energy suppliers, growing its installer network faster than it could hire reviewers.
The situation
A program operator that aggregates savings operations on behalf of several energy suppliers. Its business is scale: the more installer partners it signs, the more volume it can place, and each supplier it serves has its own slightly different rules.
Growth was capped by review capacity. Every new partner meant either another reviewer or a longer queue, and the differences between each supplier’s requirements lived in spreadsheets that only a few people understood.
The rule Ceertia applies
Every case must contain exactly one signed commitment form: flag any with none, and any with more than one.
How it runs
The case arrives from whoever sends it, with the commitment form, quote, invoice, equipment datasheet, completion proof and beneficiary ID. Anything missing is flagged on receipt.
Each rule returns a verdict with its evidence: what Ceertia saw, where, and why it concluded. Every verdict is stored with its rule version, source excerpt and timestamp. One versioned use case per supplier, written in plain language in the builder. Partners submit into their own workspace and see their rejects there. When a supplier changes a requirement, the use case is edited once and applies to the next case, with no reviewer briefing and no spreadsheet update.
Your team keeps the decision, on sourced evidence, with a full audit log. When something is missing, the submitter corrects and resubmits in their own partner workspace.
What changes in the work
- Every new partner meant another reviewer, or a longer queue.
- Each supplier had slightly different rules, tracked in spreadsheets.
- A rule change had to be explained to every reviewer, one by one.
- Partners submit into their own workspace and fix their own rejects.
- Each supplier’s rules live in their own versioned use case.
- A rule change is edited once, in plain language, and applies to the next case.
Your team keeps the decision, on sourced evidence, with a full audit log.
A European energy supplier meeting a national savings obligation through works submitted by its installer partners.
Read the case Energy efficiencyDefending two years of decisions in a regulator auditAn energy supplier asked by its supervisory body to justify past decisions on a sample, under rules that had been revised since.
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