2. Architects At Work Designing the Future
Utilit-e Connect

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

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

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

6. Next Phase
Existing Modules & Apps

7. Mobile Service Orders (MSO)

8. 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

9. Web CS

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

11. 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

12. 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

13. 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
address

14. MCA
Tiles – new menu presentation

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

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

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

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

19. New Features / Functionalities

20. 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

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

22. 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

23. 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

24. 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

25. 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

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

27. Workflow Module Integration
In Requisitions
Where in Connect?

28. 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)

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

30. 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

31. 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.

32. 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

33. A Few Other Ideas
PBI Dashboards
Archiving History
Vehicle Tracking

34. What Do You Need / Want?
__________________
New Ideas…

35. Mission Statement
Our mission is to assist utilities to be successful by providing high quality solutions.

36. Confidentiality Statement
Professional Computer Systems, Co. (PCS) holds this presentation to be proprietary and requires all readers hold the information it contains in strict confidence. The material is provided to assist in evaluating PCS’s application as it pertains to meeting your business requirements. No copies or other distribution is permitted without prior written approval from PCS.

37. Professional Computer Systems, Co.
3710 Timberline Drive
Denison, IA
(712) (712) Fax