Battery Loan Program
Context
Impact
Enabled one-click dispatch based on outage date, customer address, and real-time battery availability for scalable and efficient operations.
Smart inventory rotation logic minimized battery wear by prioritizing lowest-cycle assets.
Delivered 360° operational visibility through embedded Tableau dashboard.
Automated post-delivery CSAT surveys created real-time feedback loops for program evaluation.
Entire solution packaged as a modular, scalable Service Cloud App for future expansion.
Achieved a CSAT score of 5.0 from the client post-launch.
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Utility
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Salesforce
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Service Cloud
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Tableau Desktop
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Frequent power outages in Ottawa’s utility grid left residents without electricity for extended periods—impacting safety, comfort, and quality of life. Hydro Ottawa wanted to offer a rapid-response Battery Loan Program to deliver portable backup batteries to affected customers when outages occurred.
To make this viable at scale, the entire program needed a digital foundation: a way to track battery inventory, manage delivery workflows, automate customer communications, and monitor usage. Manual tracking or offline coordination would make it unscalable during storm seasons or city-wide disruptions.
The solution had to be fast, accurate, and easily operable by agents on their existing platform. It required a system that could manage battery assets in motion, capture status updates, and surface operational metrics—all within Service Cloud.

The Solution
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Designed and deployed a custom Service Cloud application that centralized the entire Battery Loan Program—from dispatch to feedback—in a single operational suite:
Inventory & Dispatch Automation
Custom schema to track battery stock, delivery status, and assignment lifecycle
Flows to auto-update delivery stages and real-time availability
Smart cycling logic to prioritize low-usage batteries (based on cycle count)
Customer Experience & Feedback
Integrated Salesforce Surveys triggered post-delivery for CSAT collection
Flow logic for delivery reassignments and cancellations with history tracking
Analytics & Oversight
Real-time Tableau dashboards for delivery performance, battery utilization, and CSAT
Internal metrics integrated directly within the Service Cloud console
Enablement & Scalability
Authored step-by-step user documentation
Delivered live training for support staff
Designed for autonomy with minimal admin intervention