Powering Utility and State Clean Energy Programs from One Digital Platform

Resource Innovations is a women-led clean energy company that helps utilities, governments, and grid operators run demand-side management and energy efficiency programs across North America. Founded in 2016 and based in the San Francisco Bay Area, the firm combines advisory, implementation, and proprietary software in one company, and has landed on the Inc. 5000 three years running. Its most recent placement was No. 12 in the energy category, on the back of utility DSM growth, a 2021 Nexant acquisition, and an expanding book of state and partner work.

01 The Challenge

The Inflation Reduction Act opened a state-led delivery channel that utility-only tooling could not serve

The Inflation Reduction Act (IRA) allocated $8.8 billion in grant funding for residential energy rebate programs. By January 2025, every state but South Dakota had applied for a share, and over $2.9 billion had already been awarded. For the first time at this scale, state energy offices, not just utilities, were running direct-to-consumer rebate programs.

Resource Innovations had spent years building its position with utilities. Its internal applications worked. They handled utility DSM program management, energy transition management, equipment verification, and reporting and analytics at the cadence its clients needed. But they were not built for citizen-facing flows, state-by-state regulatory frameworks, or the per-utility configuration speed the company’s growth required.

The new state channel asked for workflows the utility model never had. Digital signatures, identity verification, eligibility rules tied to state law, privacy controls for personal information, and a clean intake experience for the household at the other end. At the same time, utility ambitions were rising. The industry view is consistent: legacy program platforms slow product change, fragment data across operations and billing, and turn every program tweak into an engineering ticket.

Resource Innovations needed one configurable platform that could host every program type, every client persona, and every regulatory framework in the same place, and absorb the IRA window without a rewrite.

02 The Approach

Build the platform as modules, each shipped against a real program

Provectus, an AI-first systems integrator and solutions provider with deep work in cloud migration, application modernization, and product design for regulated workloads, started the engagement opened with a migration to AWS. That set the cloud-native foundation everything else would sit on:

• Critical legacy upgrades
• Modernized AWS architecture
• AWS best practices for reliability, security, and performance

From there, the build moved in module-shaped phases. Each phase shipped against a real Resource Innovations program.

PUX, the configurable Public User Experience that runs intake and program management, came first. OnSite, the mobile assessment app for field engineers and contractors, came next. Trade Ally Connect for partner contractor administration, Inventory for warehouse and field logistics, and Geneva for EV charging data each shipped as a working slice of the same platform.

When the IRA arrived, the team did not need a new product. PUX extended to support state-specific workflows in weeks: identity verification, privacy controls, digital signatures, and audit readiness, layered on the same intake surface that already served utility programs.

03 The Build

PUX plus OnSite plus a unified AWS core that absorbs new program types

The platform works on AWS as a cloud-native system: modular services, well-defined APIs, automated testing, infrastructure as code, CI/CD, and layered observability. Regular AWS Well-Architected Reviews (WAR) and runbooks keep it reliable, secure, and efficient to operate at scale.

PUX is the configurable intake and status portal. It supports isolated client environments, utility-specific branding, per-program eligibility rules, and form logic that flexes without engineering work. Modules sit on top of the same core:

• PUX Residential and Commercial runs clean energy programs for utilities and their homeowner and business customers
• PUX Distributors helps partner utility and engineering companies verify and fulfill rebate-eligible equipment
• PUX Inventory manages warehouse operations and field logistics for utility hardware and product providers
• PUX EV (Geneva) aggregates and analyzes EV charging station data across utility territories
• OnSite captures on-site energy and water assessment data on mobile, with real-time benchmarking and standardized reports
• Trade Ally Connect administers the contractor network: eligibility, project coordination, and ongoing participation

Integration interfaces connect customer data, financials, rebates and payments, project bulk upload, and exports to analytics and data warehouses. Tenant isolation, configurable workflows, audit trails, and telemetry across the platform are consistent across every module. The Resource Innovations engineering team owns what shipped: CI/CD, monitoring, runbooks, and managed services practices.

04 The Results

From a stack of internal apps to one platform that runs every program type

Resource Innovations now runs utility, partner, distributor, EV, and state-funded clean energy programs from the same digital platform. Utility-specific configuration, citizen-facing forms, and audit readiness sit in one codebase. Programs that used to require engineering work now launch through tenant configuration.

One platform

Replacing fragmented internal tools across utility DSM, partner, and IRA-funded state programs

The company launched IRA-funded programs in three states on the same foundation that runs its utility book. Forms, eligibility rules, and branding flex to each utility or state without code changes. Dynamic form creation, retail coupon management, and real-time site assessments lifted program performance and cut application time. Satisfaction improved on both sides of the platform: utility staff configuring programs, and end users hitting the intake.

On the business side, the work showed up in three places. Program launches got faster, opening utility, partner, and state work without parallel engineering ramp-ups. Customer experience improved through a cleaner interface and flexible workflows. Market position strengthened: Resource Innovations expanded its presence across North America, attracted higher-value clients, and positioned the company to take on the next federal and state funding.

• Faster program launches across utilities, partners, and states
• Configurable forms, eligibility rules, and branding without code changes
• IRA-funded state programs running on the same foundation as utility DSM
• A cleaner intake experience for homeowners, contractors, and utility staff
• A single codebase that operations and engineering teams maintain together

05 What’s Next

A platform shape that absorbs the next federal program without a rewrite

The IRA was the first new program type the platform absorbed without rebuilding. The next state regulation, the next utility partnership, and the next federal funding can work on the same foundation. Provectus continues to support Resource Innovations on architectural guidance, platform extension, and modernization planning as the clean energy economy adds new delivery channels.