How ESCO workflows are usually organized
Typical ESCO delivery models combine:- Utility portal retrieval by analyst teams
- Spreadsheet-based QA and client reporting
- Mixed billing and meter datasets from many client portfolios
- Separate tools for issue tracking, billing exceptions, and exports
How ESCO source data maps to Nectar
Recommended onboarding plan
1
Segment your migration by client tier
Start with one high-volume client, one mid-volume client, and one long-tail client to prove the operating model.
2
Normalize source exports
Use Nectar templates to standardize column names, units, and date formats across client datasets.
3
Load structure and history
Create companies, sites, accounts, and meters, then import historical bills and usage for validation.
4
Turn on automated collection
Use connections, uploads, and invitations to reduce manual collection effort.
5
Move QA and delivery workflows
Shift operations into Data Inventory, Data Quality, and Data Export so teams work in one system.
What improves in Nectar
- Lower analyst time spent on repetitive monthly data prep
- Better auditability with record-level lineage and reconciliation
- Faster onboarding for new client portfolios
- More consistent outputs for sustainability and finance reporting
Features to evaluate in Nectar
Compared with many ESCO baseline workflows, Nectar can add:- Native invitation flows for client data capture
- Automated utility collection without manual portal checks each cycle
- Built-in anomaly and completeness monitoring
Nectar support during migration
Nectar helps your team build a repeatable migration factory:- Client-by-client mapping and rollout sequencing
- Validation templates and reconciliation checkpoints
- Operational playbooks for account managers and analysts