Municipalities
Verduurzaming
The Sustainability Customer Journey is a registration system with which energy coaches guide and follow residents through their sustainability journey.
Questions you answer
01
Which cases are with me and what is the next step?
02
Which cases have not yet been assigned or have stalled, and why?
03
How many residents have signed up?
04
How is the workload distributed across the energy coaches?
When
Energy coaches work in it daily, to keep cases up to date, plan appointments and inform colleagues.
Coordinators assign cases.
Coordinators steer on progress.
What you do with it
01
Case files and phases
You register case files per resident, from registration to completion, with several case files per address. Each case file goes through fixed phases: New, Intake, Advice, Decision-making, Implementation and Completed. It belongs to a track, such as NIP, VHF or Home sustainability.
02
Overviews and map
The case file overview shows, per status, the resident, the track, the energy coach and the address. The address overview bundles case files per home. The map shows all case files, coloured and filterable by status.
03
Workspace and interruptions
The energy coach's personal workspace shows their own case files, open agenda items and memos from colleagues. You interrupt a case file with a reason and note. A separate overview shows all interrupted case files.
04
Dossierpagina
The case file page bundles resident, home and household data. You work through a checklist per phase and record agenda items, notes and documents. A complete audit trail is included.
05
Reporting and management
The reporting dashboard shows registrations over time, case files per energy coach, status distribution, energy labels and ownership status. You manage drop-down lists yourself, such as energy coaches, tracks, document types, agenda items and types of interruption.
Frequently asked questions
1
What does the Sustainability Customer Journey record?
You register files per resident, from sign-up to completion, with multiple files per address. Each file belongs to a programme, such as NIP, VHF or Verduurzaming woning.
2
Which phases does a file have?
New, Intake, Advice, Decision-making, Implementation and Completed. Per phase you work through a checklist.
3
Can I pause a file?
Yes. You pause a file with a reason and a note. A separate overview shows all paused files.
4
What do I see on the map?
The map shows all files, coloured and filterable by status.
5
Can I customise the selection lists myself?
Yes. You manage selection lists yourself, such as energy coaches, programmes, document types, agenda items and types of interruption.
Curious what the system can do for your municipality? We would be happy to show you in a demo.