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