Behind the Meter Targeting

Powered by Load Research
for Demand Side Management
& Electrification

Accelerate Utility Program Performance with AI

Bidgely's Behind-the-Meter Targeting (BTM Targeting) solution harnesses the industry’s most precise and accurate disaggregation technology to let utilities pinpoint ideal customers for each program based on household appliance ownership and energy use profiles.
The result is a significant gains in cost-effectiveness, energy savings, peak load reduction, and customer participation by focusing recruitment on customers that deliver the most value for program objectives.

How can utilities catch up to personalization in other industries?

Hyper-personalization is now central to the customer journey across online shopping, content curation, social and search. Across major platforms, billions of dollars are spent to ensure you see the right content at the right time.

AI is advancing personalization rapidly. Don’t fall behind.

Utilities are starting to embrace this shift too. They are moving beyond general segmentation methods—such as demographics or income—and adopting AI-enabled, data-driven personalization to power their Demand Response (DR), Energy Efficiency (EE), and electrification programs.

The utilities leading this charge are setting new standards, achieving better results while maximizing program efficiency. AI can help you unlock personalization innovation.

Bidgely’s UtilityAI^TM Bridges the Gap to the Utility of the Future

Bidgely’s BTM Targeting solution harnesses the power of the most precise and accurate disaggregation technology in the industry enabling utilities to identify the best customer candidates for programs and rates based on appliance ownership and usage.

How much do we know about our customers?

Customer Blind Spots

Limited, piecemeal data from disconnected sources leaves many blind spots about customers.

Behind-the-Meter Visibility

Behind-the-meter disaggregation reveals each customer’s appliance ownership and energy consumption patterns.

Personalized Insights & Program Alignment

AI-based energy intelligence extracts insights that help turn customers into energy partners aligned to high-value programs.

These insights available through Bidgely’s BTM Targeting solution, enables utilities to precisely segment and target their customer base, ensuring that program marketing and outreach efforts are both efficient and effective. By honing in on the most impactful customer groups—whether recruiting ideal candidates for Demand Response programs, deploying heat pumps, promoting weatherization upgrades, or targeting TOU rate adoption—our solution empowers utilities to maximize peak demand reduction, drive energy savings, and achieve long-term efficiency gains, all while reducing operational cost.

Bidgely empowers utilities to identify the best customer candidates for programs and rates based on appliance ownership and usage, ensuring that marketing and outreach efforts are both efficient and effective.

Personalized Customer Targeting for Key Programs

We make it simple to identify, segment, and engage customers for the programs that matter most to you. Explore how we help drive results across various initiatives:

30-50%

more  cost-effective

3X

the energy savings potential

5X

increase in  click-through

Deep Insights Into Your Customers Using The Utility Meter Data On One Platform

Energy Profile

Appliance ownership, Efficiency and hourly appliance usage for every home

Lifestyle profile

Consumer lifestyle Attributes based on the energy load profiles

premise profile

Home attributes which impact the energy decisions like home type, home ownership, home value, home age etc.

Demographic

Income, age, employment, and ethnicity to identify energy consumption patterns

Engagement profile

Appliance ownership, Efficiency and hourly appliance usage for every home

Propensity Modeling

Consumer lifestyle Attributes based on the energy load profiles

Grid Profile

Home attributes which impact the energy decisions like home type, home ownership, home value, home age etc.

Contractual Data

Income, age, employment, and ethnicity to identify energy consumption patterns

Analyze when EV owners plug in their vehicles and cross-reference their charging frequency and duration in order to effectively identify the optimal load management strategy of EV charging demand, whether passively or actively.

Appliance Ownership & Profile Details

Bidgely’s advanced disaggregation technology enables utilities to detect and profile behind-the-meter appliances, providing deep insights into energy usage patterns and ownership. By analyzing attributes such as fuel type, usage patterns, amplitude, device type, and operational characteristics for appliances like heating systems, cooling units, water heaters, lighting, pool pumps, solar panels, and electric vehicles (EVs), utilities gain the data needed to design and segment customers for targeted programs. These insights empower utilities to deliver personalized recommendations and execute highly effective, data-driven strategies

Determine ownership of various appliances across population
Detect which homes have electric or non-electric heating
Identify types of pool pump for targeting EE programs

Load Research:

Hourly Behind-the-Meter Usage Insights for the Entire Population

Comprehensive Load Research is the cornerstone of Bidgely’s Segmentation and Targeting solution. By analyzing aggregated consumption patterns at the household level, utilities gain actionable insights into energy usage trends, consumer behavior, and program performance. This robust data foundation empowers utilities to segment the right customers, allocate resources effectively, and achieve measurable outcomes in cost-efficiency, energy savings and peak demand reduction.

Load research not only powers precise segmentation but also provides the foundation for a wide range of AMI based analytics , including TOU rate design, (DR, EE and electrification) program design . By leveraging these insights, utilities can drive targeted strategies that maximize customer engagement and achieve broader energy goals.

HVAC Inefficiency Detection

Identify a range of HVAC inefficiencies, including saturation, short cycling, and year-over-year appliance performance degradation.
Leverage this detection to uncover inefficiency trends and guide targeted appliance upgrades or prioritise home energy audits and maintenance initiatives. Empower utilities to address inefficiencies proactively, enhancing customer satisfaction and driving energy savings.

Targeted Campaign Consumer Lists +

Generate detailed lists of consumers with comprehensive energy insights and profiles. These lists can be seamlessly downloaded and used in utilities’ marketing automation tools, enabling precise and impactful targeted campaigns.

Behavior-Based Segmentation +

Uncover customer lifestyle profiles based on energy usage behaviors.
Target rate-specific groups to align with TOU or demand response programs.

Equitable Segmentation for LMI Customers +

Leverage geographical income data to ensure equitable program access and support.
Design initiatives tailored to address the unique needs of low-to-moderate-income (LMI) customers, promoting inclusivity in energy savings programs.

Home Profile for Similar Home Comparison +

Target Programs with Precision: Leverage the Analytics Workbench platform to utilize home profile attributes—such as ownership status, type (e.g., single-family, multi-family), home age, and home size—for effective program targeting and engagement strategies.

Engagement Profile +

Enhance Targeting with Engagement Insights: The Engagement Profile leverages digital interaction data, starting with email engagement, to identify high-engagement customers. This approach boosts DSM program participation, optimizes communication ROI, enhances load management during DSM events, and positions the Analytics Workbench as a cutting-edge solution for advanced, cost-effective targeting.