Your Portfolio Scaled for Maximum Impact.

We typically work with portfolios of 25 or more sites, though we’ve delivered roadmaps for portfolios as small as 10 (when site complexity warrants) and as large as 650+. The engagement scales, what doesn’t scale is the value of having one sequencing strategy across the whole footprint.

The initial Portfolio Briefing — a 60-minute strategic call with your leadership team — is free with no commitment. The full Portfolio Roadmap engagement (4–8 weeks of work) is a paid engagement priced based on portfolio size. The cost is typically a fraction of the value the roadmap unlocks. For most customers, PEC credits the roadmap fee against the first executed project.

That’s exactly the situation the roadmap is built for. PEC has active incentive program relationships across most major North American utilities, and the roadmap explicitly maps your portfolio against each utility’s program calendar, tier structure, and funding state.

No. The roadmap is yours. You can use it to bid the work to other contractors, manage the program in-house, or engage PEC for execution. Most customers choose PEC for execution because the same team that built the roadmap runs the installs — but it’s an entirely separate decision.

Roadmaps include a regulatory risk register at delivery. For customers who continue with PEC for execution, the roadmap is updated quarterly to reflect utility program changes, federal policy updates, and new state mandates. Customers without an execution agreement can purchase annual roadmap updates.

Yes. The Portfolio Roadmap covers your full energy infrastructure — LED retrofits, EV charging deployment, and energy monitoring rollouts — sequenced together. This is especially valuable when multiple infrastructure changes share a single utility incentive program or regulatory deadline.

PEC builds the capex pacing schedule to align with your fiscal year and your finance team’s planning horizon. We can model accelerated, paced, and conservative deployment scenarios so your CFO sees the trade-offs explicitly.

PEC produces board-ready summary slides, ESG-reporting language, and CFO capital-planning views as standard outputs. It’s designed to be the source document for executive and board updates throughout the program.

Most multi-site programs run 18–60 months from kickoff to completion, depending on portfolio size and capex pacing. The roadmap establishes the timeline; execution typically beats it on the high-ROI front-loaded sites.

The roadmap is a living document for ongoing PEC customers. New sites (acquired or built) are integrated into the framework as they join the portfolio. Lithia Motors is the model case: nearly 300 dealerships absorbed into one rolling program over a decade.