Architects At Work Designing the Future Utilit-e Connect

Agenda What happened to last year’s ideas? Ideas for next year New ideas/needs from you

Last Year’s Ideas AMI Interoperability Statement Redesign Workflow Initial development Deploy with R18.1.xxx Requisitions Outage Interfacing Customer Service MCA – R7.0.707 AMI Interoperability Still on the table Statement Redesign In process

Thoughts for Upcoming Year Next Phase MSO Web CS MCA Online Payments AMI Interoperability Workflow Module Integration

Next Phase Existing Modules & Apps

Mobile Service Orders (MSO)

MSO Trigger numeric pad vs keyboard on readings entry screen Images & Remarks both as the first and last tab Ability to view images in SO Completion Initiate orders in the field

Web CS

Web CS Ability to email a receipt Add OCH screens Report outage View/Close outages Add edit capability to existing screens

Web CS Add more CS screens to Web CS A/R Detail History Balance by Category Billing Cycle Budget Detail History Budget Maintenance Customer Service Programs Cycle Schedule Event Avoidance Landlord Member Number Miscellaneous Charges Notification Subscriptions Payment Options-ACH/Recurring CC Prebill Service Order Tracking Subsidiary Ledgers Summary of Charges & Payments Tenants Year to Date Information

Utilit-e Online Admin Module Ability to change any setup driven wording Announcements Information buttons HTML Module wording Display counts Total logins Logins per month Count of users

Utilit-e Online Admin Module Ability to add roles to other users Impersonation or Support Payment Review users to see If locked out Last password change Email address

MCA Tiles – new menu presentation

Payments Ability for customer to sign up for recurring credit cards Via Online Via MCA Ability for customer to sign up for ACH

Payments Ability to schedule a future payment for a specific date Via Customer Service Via Online Via MCA

Power BI Visual Data Choose Your Tiles Drill into Details From Year Range To Single Year Quarter Single Month Row & Column Data

Power BI Embed PBI dashboards/reports into Desktop modules Web CS As menu items As screen components Web CS Online

New Features / Functionalities

AMI Interoperability Continue to build on the AMI investment… Smart Service Order Initiation Print / Dispatch Completion Credit History Update w/o need for generating/completing an actual order

AMI Interoperability If AMI meter on service, And maybe even remote disconnect capable, THEN…

AMI Interoperability RO/RI Order Initiation Upon “Finish” ability to complete the order Ability to Get Reading Ability to Disconnect service, if remote disconnect capable No need to print order No need to go into SO Completion

AMI Interoperability Disconnect for Non-Payment Run disconnect for non-payment process Orders generated for non-remote disconnectable meters only Remote disconnectable meters Send signal to AMI system to disconnect meter Create delinquent/credit history events

AMI Interoperability Reconnects Payment, credit or extension meeting balance requirements Reconnect orders generated for non-remote disconnectable meters only Remote disconnectable meters Send signal to AMI system to reconnect meter Create delinquent/credit history events

AMI Interoperability Disconnect / Reconnect Process Can be totally automated When remote disconnectable meters exist Fees have to follow rules No need to print order No need to go into SO Completion

AMI Interoperability Other Possibilities Meter Change Orders General Service Orders Are we missing anything?

Workflow Module Integration In Requisitions Where in Connect?

Workflow Module Integration Where & what processes would benefit from integrated workflow management? Possibilities Service Orders Processes – billing, delinquency, cash posting Anything requiring more than one person (actor)

Workflow Module Integration Possibilities Adjustments Request for an adjustment Approval – supervisor/manager Adjustment made

Workflow Module Integration Possibilities Readings / Billing Readings pulled into billing Import Cycle Readings could automatically complete that step of the flow AND Notify next actor readings are ready for review Ready to run bill calc edit; Done with edit Ready to update bill calc Ready to process statements Send statements to bill printer Import statement PDFs Send IM notifications of bills available Online

Workflow Module Integration Possibilities New Location Orders / New Construction Lots of steps in the process Various things dependent on one or more previous items having been completed Some things dependent on non-utility staff Fees paid, right of ways, inspections, etc. Today this is handled with Service Order Tracking but will migrate to Workflow in the future.

Workflow Module Integration Where & what processes would benefit from integrated workflow management? Anything requiring more than one person (actor) or step Anything that has a tendency for an error or a misstep in the past Infrequent things that its hard to remember what all needs to be done

A Few Other Ideas PBI Dashboards Archiving History Vehicle Tracking

What Do You Need / Want? __________________ New Ideas…

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