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