3Degrees, a renewable energy trading, retail, and marketing firm headquartered in San Francisco, is accepting proposals for the design and development of an enrollment and employee shift tracking website for outreach activities in one of its business lines. This business line is focused on long-term partnerships with utilities across the United States in which 3Degrees helps the utility partner educate and enroll its customers in voluntary green power programs. These customers are primarily residential. One of the ways we enroll customers is through community outreach and face-to-face interactions.
3Degrees' existing methods for tracking enrollments and employee shift metrics rely on ad hoc Excel workbooks, paper logs, and in the case of a single outreach program, a SQL Server database managed directly in Microsoft Access.
We have expanded our outreach activities significantly over the last decade, in terms of number of outreach staff, geographic footprint, and the complexity of our efforts. The primary objectives of this project are to centralize the collection of data about enrollments, systematize the methods of processing it, and enable reporting and metrics on the collected data.