Utility management is an integral part of any organisation's operational strategy. Whether you're managing electricity, water, gas, or other essential services, controlling utility costs is crucial for long-term business success. Effective utility management can lead to significant cost savings, improved sustainability efforts, and better operational efficiency. But how can your organisation get started on this journey, and why is it important? 

WhY ARE UTILITY SERVICES IMPORTANT?

Utility management is the process of monitoring and controlling energy and resource consumption across your business. It's about making sure that you're not only saving money but also aligning your utility usage with your sustainability goals. For many organisations, utility expenses can account for a substantial portion of operational costs. Without careful management, these costs can quickly spiral out of control. This is where effective utility management comes in. 

Step 1: Understanding Your Organisation’s Needs

The first step in our onboarding process is to get to know your organisation and your specific requirements. We begin by assessing your current utility usage and the systems you're using to manage them. Whether you're looking to optimise your utility spend, track energy consumption more accurately, or reduce your environmental impact, we will work with you to develop a plan that aligns with your business objectives. 

If you’ve worked with a utility management provider before, we’ll take the time to understand your previous experience and identify any areas that need improvement. If this is your first time using a utility management broker, don’t worry—our team is here to guide you every step of the way. 

Step 2: Explaining Your Options

Utility management can be complex, but we break it down into simple, actionable steps. We’ll explain the different types of contracts you can consider—such as fixed versus flexible supply contracts—and help you decide which option best suits your organisation’s needs. We’ll also introduce you to the concept of utility validation, where we ensure that your bills are accurate and reflective of your actual usage and contracted charges.

If you're unsure about where to start, we’ll walk you through the process with real examples, including ESG (Environmental, Social, and Governance) data tools, to show you how data can be used to improve decision-making and reduce resource consumption. 

HAVE YOUR UTILITY BILLS BEEN CHARGED CORRECTLY?

Identifying and recovering costs from energy and water invoicing errors is essential for maintaining an efficient utility portfolio. We've put together a straightforward guide to the process, which helps businesses uncover billing discrepancies and secure refunds or savings.

• Identify Overcharges: Learn how to spot errors in your utility bills and recover the funds owed to you.
• Save Money: Discover how simple steps can lead to significant savings by uncovering missed opportunities and billing discrepancies.
• Expert Insights: Gain a better understanding of utility tariffs and market mechanisms that could be costing your business more than necessary.
• Ongoing Savings: Learn strategies for long-term invoice validation to ensure you continue paying the right price.

Step 3: Personalised Support and Clear Communication 

Throughout the onboarding process, we ensure that the information we share is relevant to your specific needs. We understand that utility management can involve a lot of data and technical details, so we focus on what matters most to your organisation. Our team works with you to ensure that the process is clear and that you're comfortable with each step.



We’ll also provide regular updates to keep you informed of our progress, ensuring transparency every step of the way. 

Step 4: Mobilisation and Setting Everything Up 

Once we’ve gathered the necessary information and finalised the contract, we move to the mobilisation phase. This step involves informing your utility suppliers that we’re now managing your account, collecting any additional data needed, and setting up your utility management systems. 



During this phase, we’ll assign you a dedicated analyst to guide you through the transition. They’ll be your main point of contact, helping you navigate any questions or concerns you might have. Depending on your organisation’s size, this phase typically takes one to two months. 

Step 5: Building a Long-Term Partnership 

We believe in fostering strong relationships with our clients. As we work together, we’ll continue to offer support, guidance, and updates on utility management trends and strategies. Our goal is not only to help you get started but to provide ongoing value as your organisation’s needs evolve.

Why Choose Optimised? 

Our onboarding process is designed to make the transition to effective utility management as smooth as possible. With a focus on cost savings, sustainability, and operational efficiency, Optimised helps your organisation navigate the complexities of utility management with ease. 

Ready to optimise your utility management? Contact Optimised today to get started and discover how we can help your organisation achieve long-term savings and sustainability goals. 

Article by Katie Jeffrey