Building Energy Assessment + Portfolio Management

From Building Data to Clear Energy Decisions

Energy Intelligence brings building assessments, simplified heating and cooling load estimates, and improvement planning into one connected platform.

Create a useful building record once, review the information behind each estimate, and carry the context forward as your team plans and tracks improvements.

One Connected Workflow

Assess, Estimate, Prioritize, and Track

Move from an individual building assessment to a clearer view of the entire portfolio.

01
🏒

Start With One Source of Truth

Create the Building Record

Add property details, construction characteristics, utility history, known systems, and existing documentation to one connected building record.

02
πŸ“±

Capture What Matters

Document the Assessment

Document the envelope, spaces, equipment, energy use, measurements, notes, photos, and observed conditions. Optional LiDAR capture and browser-based model tools help organize building geometry when useful.

Keep field evidence attached to the building
Record envelope and system information consistently
Use mobile capture or manual entry as the project requires
03
πŸ”Ž

Keep the Reasoning Visible

Review Inputs & Assumptions

Check the information that will shape the assessment. Correct values, document assumptions, and resolve missing inputs before using the results to guide a decision.

Review building and system characteristics
Surface missing or uncertain information
Update assumptions as better evidence becomes available
04
🌑️

Support Early Planning

Generate Simplified Load Estimates

Use the reviewed building record to estimate heating and cooling needs. Results remain connected to their inputs so the team can understand and revise them as the building record changes.

Heating and cooling estimates in one workflow
Visible inputs and assumptions
Updates when building information changes
Designed for assessment and early planning
05
🎯

Turn Findings Into Next Steps

Set Improvement Priorities

Keep findings, improvement opportunities, supporting evidence, and decisions attached to the building so users can record priorities and next actions.

06
πŸ“Š

See Every Building in Context

Track the Portfolio

See buildings, assessment status, priorities, and work in progress from one shared workspace while retaining the detail and history behind each property.

Practical by Design

Keep the Building and the Reasoning Together

Give assessment, facility, and retrofit teams a shared record they can review and improve over time.

🏒

One Connected Building Record

Keep building details, energy information, equipment, evidence, findings, and next steps together.

🌑️

Reviewable Load Estimates

See and revise the information behind simplified heating and cooling estimates.

🎯

Clear Improvement Priorities

Connect assessment findings to practical priorities and next actions for each building.

πŸ—‚οΈ

Portfolio-Wide Context

See assessment status and improvement work across buildings without losing property-level detail.

πŸ”Ž

Human Review Built In

Keep inputs, assumptions, corrections, and supporting evidence visible throughout the workflow.

Designed for Early Planning

Useful for assessment and early planningβ€”not final system design.

EI’s simplified load estimates support building assessment, early planning, and portfolio prioritization. Final equipment selection, project-specific engineering, permits, and other professional requirements should be completed by qualified professionals where applicable.

Bring Clarity to Your Portfolio

Turn building information into clearer energy priorities.

See how Energy Intelligence can help your team assess buildings, estimate heating and cooling needs, and organize improvement work across a portfolio.

Bring a building, portfolio, or current energy workflow. We will show you how EI supports it.