Cost Effectiveness Configuration Engine

CECE

Trade Partner
Portal

Utility Staff
Portal

Utility Staff Dynamics 365

Support/Administrator Dynamics 365

      Technology

Microsoft Dynamics Storage





+ CONFIG

Microsoft Azure Hosting





+ CONFIG

Microsoft Azure Security





+ CONFIG

DSM Tracking System





+ CONFIG

Disaster Recovery





mirrored hosting across various data centers in multiple regions of the continent)

+ CONFIG

Multiple Environments





[a] Production [b] Staging [c] Test [d] Development

+ CONFIG

Browser Support





[a] Chrome [b] Edge [c] Firefox [d] Safari

+ CONFIG

Device Support





[a] Computer [b] Tablet [c] Mobile

+ CONFIG

Requires Dynamics 365 License





[a] Computer [b] Tablet [c] Mobile

+ CONFIG

Requires Portal Login





Concurrent licensing

+ CONFIG

Microsoft Unified User Interface





[a] Computer [b] Tablet [c] Mobile

+ CONFIG

Microsoft Dynamics Portal login

Microsoft Dynamics 365 login





+ CONFIG

Microsoft Dynamics Portal login





+ CONFIG

Secure Password





+ CONFIG

Configurable Levels of Password security





+ CONFIG

Branded differently on multiple Utility websites





+ CONFIG

Password Reset capability





+ CONFIG

Two Factor Authentication





+ CONFIG

User Functionality Overview

Run all types of Cost Effectiveness Tests





+ CONFIG

Run Cost Effectiveness Tests at all levels





+ CONFIG

Run Cost Effectiveness Tests – individually





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Run Cost Effectiveness Tests – in bulk





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Modeling function





+ CONFIG

Pilot Program function





+ CONFIG

Scenario Building (unlimited scenarios!)





+ CONFIG

Configuration Overview

Configure all CE Tests to be triggered manually or via automation





+ CONFIG

Configure all aspects of the Cost Effectiveness





+ CONFIG

Configure for multiple Energy Types (e.g. Gas, Electric)





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Configure Tests to run with different fields at the same time





Attachments stored in Microsoft Dynamics Database

+ CONFIG

Configure to run multiple types of tests with different fields at the same time against the same data





+ CONFIG

Utility Admin





+ CONFIG

Branding

Branding/Color Theme per Utility





+ CONFIG

Security Roles

Partner
(incl. Strategic Customers)





+ CONFIG

Utility Staff





+ CONFIG

Utility Admin





+ CONFIG

Access to Records

Admin Access – System Admin able to access all system records and provide global support to all stakeholders





+ CONFIG

Ability to view all records that the Utility is associated with





+ CONFIG

Ability to view all records that the Partner is associated with





+ CONFIG

Utility Types

Electric





+ CONFIG

Gas





+ CONFIG

Water





+ CONFIG

SAP Integrations

Customer/Premise/Account Info





Meter/Consumption Info





Accounts Payable (Payment Initiation)





Oracle Integrations

Customer/Premise/Account Info





Meter/Consumption Info





Accounts Payable (Payment Initiation)





Integrations

Cost Effectiveness Calculator





(e.g. TRC, PAC, etc.)

+ CONFIG

Microsoft Power BI





+ CONFIG

Microsoft Excel





+ CONFIG

SSIS





(Integrations Platform)

+ CONFIG

Bulk Upload

Bulk Upload of Projects/Applications
(incl. Measures)





+ CONFIG

Bulk Upload of Financials/Payments





+ CONFIG

Email Notification

Utility Staff





+ CONFIG

Partner





+ CONFIG

Dashboard Notification

Utility Staff





+ CONFIG

Partner





+ CONFIG

CRM Functionality

Contact Management





(CRM License)

+ CONFIG

Activity Tracking





(Calls, Emails, Tasks, etc.)

(CRM License)

+ CONFIG

History Tracking





(Calls, Emails, Tasks, etc.)

(CRM License)

+ CONFIG

Post Tracking





(manual creation, auto-creation, Dashboard, etc.)

(CRM License)

+ CONFIG

Notes Tracking





(manual creation, auto-creation, Dashboard, etc.)

(CRM License)

+ CONFIG

Configurable Entities/Tables

Reporting Sets table





+ CONFIG

Cost Benefit table





+ CONFIG

Rate Schedule Annual Values table (typically 30 years)





+ CONFIG

Portfolios





+ CONFIG

Programs





+ CONFIG

Program Offerings





+ CONFIG

Sectors





+ CONFIG

Measure Templates





+ CONFIG

Measure





+ CONFIG

Measure Assumptions





+ CONFIG

Financial Templates





+ CONFIG

Financials





+ CONFIG

Financial Assumptions





+ CONFIG

Target System





+ CONFIG

Mappings





+ CONFIG

Cost Effectiveness Results





+ CONFIG

Configuration Automations – Screens Field Functions

Leveraging Microsoft Dynamics 365 built-in Form Configurations





+ CONFIG

Hover-Over Descriptions





+ CONFIG

Required vs Non-Required vs Conditionally Required





+ CONFIG

Visible vs Hidden vs Conditionally Visible





+ CONFIG

Field Types
(Date, Text, Drop-Downs, Decimal, etc.)





+ CONFIG

Configuration Automations – List Functions

Leveraging Microsoft Dynamics 365 built-in View Configurations





+ CONFIG

Filtering





+ CONFIG

Sorting





+ CONFIG

Access Rights





+ CONFIG

Run CE Test – Programs

Portfolio Level – Partial Year or Single Year or Multi Year





+ CONFIG

Program Level – Partial Year or Single Year or Multi Year





+ CONFIG

Program Offering Level – Partial Year or Single Year or Multi Year





+ CONFIG

Sector Level – Partial Year or Single Year or Multi Year





+ CONFIG

Combine Multiple Portfolios





+ CONFIG

Combine Multiple Programs





+ CONFIG

Combine Multiple Program Offerings





+ CONFIG

Combine Multiple Sectors





+ CONFIG

Run CE Test – Projects

Project Level – Single Project or Multi Project





+ CONFIG

Measure Level – Single Project or Multi Project





+ CONFIG

Triggering CE Tests

Initiate Manually





+ CONFIG

Initiate via Automation/Schedule





+ CONFIG

Cost Effectiveness Tests

TRC (Total Resource Cost Test)





+ CONFIG

PAC (Pgrogram Administrator Cost Test)





+ CONFIG

Participant (Participant Test)





+ CONFIG

RIM (Ratepayer Impact Measure Test)





+ CONFIG

Societal (Societal Test)





+ CONFIG

General (General Test)





+ CONFIG

General Savings
(General Savings Test)





+ CONFIG

MTRC (Modified Total Resource Cost Test)





+ CONFIG

Custom (Customized to the Utility’s specifications/calculations)





+ CONFIG

8760 Test

8760 Test (Detailed Total Annual Hours Test)





+ CONFIG

Trigger Buttons

Reporting Set screen (includes Portfolios, Programs, etc.)





+ CONFIG

Reporting Set bulk list (includes Portfolios, Programs, etc.)





+ CONFIG

Project screen (includes all associated Measures)





+ CONFIG

Project bulk list (includes all associated Measures)





+ CONFIG

Measure screen





+ CONFIG

Measure bulk list





+ CONFIG

Measures Selection Configuration

Include Opportunity Measures





+ CONFIG

Include Proposed Measures





+ CONFIG

Include Committed Measures





+ CONFIG

Include Claimed Measures





+ CONFIG

Include Paid Measures





+ CONFIG

Include Evaluated Measures





+ CONFIG

Include ALL Measures
(including all above categories)





+ CONFIG

Include ANY COMBINATION
(of the above categories)





+ CONFIG

Trigger Automations

Trigger when Measures are created





+ CONFIG

Trigger via Schedule
(e.g. daily, monthly)





+ CONFIG

Trigger Conditionally





+ CONFIG

Reports – Overview Reports

Portfolio Report





+ CONFIG

Program Report





+ CONFIG

Program Offering Report





+ CONFIG

Sector Report





+ CONFIG

Project Report





+ CONFIG

Measure Report





+ CONFIG

Reports – Detailed Excel Reports

Portfolio Report





+ CONFIG

Program Report





+ CONFIG

Program Offering Report





+ CONFIG

Sector Report





+ CONFIG

Project Report





+ CONFIG

Measure Report





+ CONFIG

Records are updated from inbound CE Test results

Portfolio





+ CONFIG

Program





+ CONFIG

Program Offering





+ CONFIG

Sector





+ CONFIG

Project





+ CONFIG

Measure





+ CONFIG

Ticketing Platform

Internal – Customers can log tickets/issues/errors to be handled by the Utility





+ CONFIG

Internal – Partners can log tickets/issues/errors to be handled by the Utility





+ CONFIG

External – Utilities can log/manage tickets/issues/errors to be handled by the Accent Gold Solutions





+ CONFIG

Help

Hover-over HELP





+ CONFIG

Detailed Instructions per screen





+ CONFIG

Access to Training Videos (help/instructions)





+ CONFIG

Live Training Sessions with Instructor





+ CONFIG

Chat Capability

Customers/Partners can initiate Chat with Utility staff





+ CONFIG