Residential

The flexibility to choose which use cases to automate, and when, means that the path to automation can look different for different partners. Some partners fully integrate across all available API use cases right when they launch their Leap-powered VPP programs in order to grow their offerings as quickly as possible from the start. However, this integration work requires an upfront allocation of developer resources that some organizations may not be able to commit to all at once.

Another approach is to introduce this integration work in phases in order to limit the number of developer hours needed upfront. We've worked with dozens of residential partners over the last few years to complete this integration work, and have seen what's worked well when it comes to VPP automation. Based on these experiences and our grid services expertise, we’ve developed recommendations and best practices for how to approach phased API integration.

Recommended Phasing

Residential partners are regularly connecting smaller energy resources and scaling to very large numbers of customers and devices. Converting as many customers as possible and automating the enrollment and operations processes are critical to this scale and are therefore an important part of the first two integration phases Leap recommends.

Phase 1 (At launch)

Onboard Meters

• For Utility Meter - Authorization Required programs:
  • Leap Connect - Embed Leap Connect URL into both customer sales/install workflows as well as existing customer install base enrollment workflows
  • Connect Reminders - Automate customer re-engagement and increase enrollment conversion rates
• For Device Programs and Utility Meter - No Authorization Required programs:
  • Opt-out auto-enrollment campaigns recommended in order to maximize grid support and partner revenue
  • Create Meters - Add meters directly to Leap platform for enrolled customers and devices

Schedule Grid Events

• Meter Inventory [Use cases A-C] - Sync meters between Leap platform and partner systems in preparation for dispatching
• Dispatch Automation - Receive dispatch event notifications (webhook push recommended) and automate control of customer devices

Phase 2 (At launch or within first 6 months)

Automate Operations

• Optimize Enrollments [Use case D] - Track customer meter eligibility and partner actions in order to maximize meter enrollments and revenue
• Manage Participation - Manage meter participation over time based on seasonal requirements or customer requests
• For Device Programs:
  • Interval Upload - Automate device interval data uploads via SFTP client library

Phase 3 (At launch or within first 9 months)

Track Revenue & Performance

• Revenue Reporting - Sync revenue and settlement data to financial reporting systems, automate customer payments (if applicable), and alert on meters with high missed revenue in order to take corrective action
• Event Performance - Track performance and alert on poor performing meters in order to take corrective action