Business Profile
The Business Profile allows business customers to enter basic information about their businesses. This information can then be used in other features or widgets (such as Portfolio View or as inputs for tip targeting) to provide valuable energy use insights.
On this page:
Requirements
Utility Requirements
Same as listed in the product-wide requirements.
Customer Requirements
The display of the Business Profile feature is not dependent on customer data or attributes. Business customers can use the feature to enter their own information about their premises.
Limitations
Residential Customers: The Business Profile was built and optimized for non-residential customers, such as commercial, industrial, and small and medium business customers. Residential customers are not currently supported.
User Experience
The Business Profile allows business customers to select a premises and enter basic information about it. Most of the profile information can be selected from a menu, though there are a few fields that require typed inputs.
Premises Selector
At the top of the page is a premises selection menu, which displays the address of each applicable premises for the business. If there are multiple premises, customers can select each premises individually and complete the profile for it. If there is only one premises for the business, no address is displayed and no menu appears.
Business Profile Fields
Business Name: A free text field that lets customers manually enter the name of the business associated with the premises.
Business Type: A menu that lets customers select an option that best describes their type of business. An "Other" option can be selected if none of the options available apply.
Approximate Square Footage: A free text field that lets customers manually enter the square footage of the premises. This information can then be used in Portfolio View to show the cost per square foot of the premises for each energy bill.
Primary Heating Fuel Type: A menu that lets customers to choose the primary heating fuel for the premises, such as electricity or natural gas.
Heating Equipment: A menu that lets customers choose the primary type of heating equipment at the premises, such as central heat pump or boiler. If more than one option applies, customers can choose the one they think is used the most.
Cooling Equipment: A menu that lets customers choose the primary type of cooling equipment at the premises, such as central air conditioning or a room air conditioner. If more than one option applies, customers can choose the one they think is used the most.
Operating Hours: A section that allows business customers to specify their open and closed hours for each day of the week, and to mark specific days as closed. The schedule is pre-filled with common operating hours and can be customized for each business.
Progress Wheel
At the top of the business profile is a progress wheel graphic indicating the completeness of the business profile. The graphic updates dynamically as more information is entered. The completeness of the profile is based on the customer’s responses to all fields in the profile, including the hours of operation.
| State | Description |
|---|---|
| Not Started | The progress wheel shows 0% complete and a corresponding message. |
| Started but not completed | The progress wheel shows a higher percentage of completeness and a corresponding message. |
| Completed | The progress wheel shows 100% complete and a message congratulating the business customer for filling out all of the information. |
User Experience Variations
Mobile Experience
In the mobile experience of the Business Profile, customers see the progress wheel at the top of the screen and the profile fields stacked vertically to accommodate a smaller screen width.
Pre-Authenticated User Experience
In some cases, customers can access the Business Profile without logging in to their utility account. For example, customers who receive an email communication from Oracle Utilities Opower can follow a link from within the email to begin the survey, which includes a token to automatically identify the customer. If the customer navigates directly to the survey rather than following a link from an email, or if the token from the link in the email expires, then a message appears and states that the link has expired or that the customer must sign in first.
In this experience, customers can view and update the profile the same way that an authenticated user can. The only difference is that once the profile is fully complete, two call-to-action buttons (Sign In and Create Account) appear, prompting the customer to sign in to their account or create a new account. Depending on each utility's configuration, these buttons may lead to different places.
- In a standalone implementation without single sign-on: The buttons lead to pages where customers can sign in or create an account with a new set of credentials. See Welcome for details.
- In a standalone implementation with single sign-on: The buttons lead to utility-hosted pages where customers can use their existing utility credentials to sign in or create an account.
- In an embedded widgets implementation: The buttons lead to utility-hosted web pages where customers can use their existing utility credentials to sign in or create an account.