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