Upload
lamduong
View
229
Download
0
Embed Size (px)
Citation preview
Creative Technologies El Dorado Utility Billing SolutionOpen, Capable, Affordable Utility Billing Version 9 www.Utilitybillingsoftware.comPhone: 949-200-8100
2
Todays Utility Billers - demand a system that can perform and take them into the future
Ease of Use/ Full featured • Industry specific software
built for utilities
• Easy to use while fully functional and meets any business challenge
• Integrates seamlessly with 3rd
party meter reading devices
Stability/ Future Proof• Upgrade protection model
keeps you current while maintaining your budget
• Ongoing technical support always there when you need it
Reporting/ Usage/ Collections • Extensive system reporting
with historical tracking of each accounts payments and usage
• Billing and collections management system to track overdue payments, receivables and system transactions
Cloud Enabled Online Billing• Cloud based customer
portal for bill presentment and payment
• Secure online payment of ACH, Electronic check or Credit Card
• 24 x7 self service customer care for billing address and phone number updates
Company Overview
3
1984 1985 1995 2000 2006 2009 2010 20112003 2012
MS DOS
Version
Released
Version
3.0-9.0
Released
Version
M+3
Released
Version
M+3.5
Released
Version
2006
Released
Version
2006. v2.0
Released
Version
7.0
Released
Version
7.5
Released
Version
8.0 & 8.5
Release
El Dorado Utility Billing Software History
Creative Technologies We are a fast growing privately owned corporation lead by executives with 20+ years in
technology. Our primary company charter is to deliver innovation and new leading edge solutions to the water,
gas and electric billing industry. We maintain separate staff for sales, development and product support to best
meet our customer’s goals.
The chart below shows our long company history and commitment to continual product improvement.
Creative Technologies formed
Version
9.0
Release
2013
SQL
Database
Allocation Billing
Android Meter
Reader
Windows
interface2 Metered
Billing Updated
Interface
Feature
Enhancements
Online
Customer Bill
Payment portal
Multi Utility
Services Billing
Feature
EnhancementsFeature
Enhancements
4
El Dorado Software Capabilities
Utility Billing
• Billing based on meter readings or flat rate services
• Customer account management
• Collections management
• Usage and financial reporting
• Batch import readings
• Supports multiple vendors
• Radio or touch reading interface
• Variance checking, missed reading reporting
• Meter change out tracking
Online Bill Presentment
• Bill presentment directly to customers email or Pay Now web link
• Electronic payment due reminders
• Electronic Check, ACH or Credit Card
• Store 24 months of history online
Mobile Meter Reading
• Phone
• Remote Access into your system
• 3rd party integration assistance
Ongoing Technical Support Software Upgrade protection
• Receive continually software upgrades
• System enhancements
• New feature training and support
• Integration with other software systems Safe Investment
Ongoing Support
Total Control of Ownership
5
*See Important Information page.
Creative Technologies Offers
Ongoing Support – Fixed price annual support contracts. US and International, technical support available for billing clerks or IT support person.
Remote Access – fast problem resolution our support staff through remote PC access.
System Upgrades – simple easy system upgrades for new features and software patches with upgrade protection.
Managed Transitions – smooth product transitions that minimizes disruption to your staff and customers. We try to retain the existing billing process with minimal customs development.
Training – remote of onsite training programs for billing clerks.
3rd Party Integration – expand El Dorado to integrate with other programs.
Data Conversion from existing systems - We understand the importance of retaining historical billing and customer information. We offer data migration services to port your information from your legacy system into El Dorado.
Why use Creative Technologies for your Utility Management System ?
A Single Point of Contact
Reduce Risk , Cost and Time
Integration with Automated Meter
Radio Reading
Innovative Installation and
Support
Ongoing Software Upgrades
A single point of contact for the entire solution covering Consulting & Systems Integration around utility business process, software support, infrastructure architecture, operations and management.
Creative has invested hundreds of thousands of dollars in R&D to develop the architectures and repeatable consulting services which combine to reduce the risk, cost and time to successful implementation. We are experts and focus solely on utility management solutions.
El Dorado supports handheld and Radio reading systems from Itron, Neptune, Sensus, Badger, Radix, Spire, Datamatic, Infinity and Microsoft .CSV. We have built a easy to use module that allows for simple reliable meter reading import and export to from the billing system the meter reading interface.
To control costs and maximize support we have a unique integrated remote control software built into the program so our technical staff can quickly log onto your system and resolve your problem just like they where sitting next to you. This allows us to see exactly your issue and make corrective action.
Investment in a billing system is no small undertaking, we offer a unique Upgrade Protection Program to keep you current on future releases of the software. As new functionality is released you always have up to date software to meet your billing needs.
El Dorado Utility Billing
HISTORICAL DATA
REPORTING
ONLINE BILL & PHONE
PAYMENT
E-MAIL BILL PRESENTMENT
AUTOMATIC METER
READING
CUSTOMER ACCOUNT
MANAGEMENT
SERVICE ORDER
TICKETING
The “Status Quo” old billing software no longer meets the need. Billers need a solution that is easy to use, and doesn’t break the bank …El Dorado provides a integrated solution
7 Confidential
Account ledger
Current and Late Payment Tracking
Payment and usage tracking
Portal with 24/7 customer care
access and 24 months of prior
billing (ACH, eCheck, Credit Card)
Statements sent directly to customers email
Supports leading Automatic
Meter Reading systems
Tech dispatch system
Parts and labor tracking
Reminder and Shut-off and Notices
(paper or email)
Check scanning system Integrated Android touch reading for
tablet or smart phones
Email or text technicians
Our approach onboarding new customers
Keep Bill Receiver in Mind
El Dorado Utility Billing and Management Solution
Evaluate Current Process, Taylor Application to Customers needs, Customize if Required
Provide Evaluation Software for Testing with Customers Data
Train Staff on Reading Import and Billing Process
Review Data, Rate Tables, Perform Pre-billing Sample Reports
Create Final Bill Statements
Helpdesk to provide ongoing support
Key Themes
Reduce ComplexityManaged Transition Customer Focused
El Dorado Versions Based on Customer Size
Common Software Base with Upgrade Between Versions
Comprehensive features for small water billing or property management firm or association
GraduateSingle UserUp to 200 Billed Accounts
Enhances the Graduate platform to allow for unlimited bill accounts on a single database
Professional Single User Unlimited Billed Accounts
Multi-user/ Multi-database version including support for 3rd party Automatic Meter reading interface
ExecutiveMulti-UserUnlimited Billed Accounts
Full-featured system with support for complex billing calculations
EnterpriseMulti-UserUnlimited Billed AccountsMulti-meter/ RUBs Billing
El Dorado Major Features/ Functions
Multi-Metered Service Billing – 1 system to bill multiple metered services (Water/ Electric/
Gas) Now you can bill multiple meters or services on 1 multi-metered statement, ideal for use with multi-unit property owners or billers that need to bill for multiple services like water, gas and electric on a single bill.
Advanced Service Work Orders – With the enhanced service work order system you
can assign service tickets to a technician, track time, open / close ticket’s, set priority, track parts used.
ACH Bank Transfer – Allows you to upload a file to your bank and automatically deduct utility bill
payments for customer’s bank accounts. ACH operations are done in a batch mode allowing multiple payments to be processed simultaneously.
Lien Tracking – Track accounts that are behind in payments and have liens applied this limits accidental
partial payment of overdue bills. – Improves collections.
10 Confidential
The El Dorado system is loaded with 100’s of features, however we continually enhance the
system to provide the best and most current technology. Version 9 has several enhancements
that outpace competitive systems.
Text Messaging – Service Order requests can be sent via text message to your field based technicians
and the tech can respond back directly to your email. The text message will include the subject and body of the service order message.
Track Move In / Out Dates – New function to track at the account level the date each account
has moved in or moved out of the property.
Prior Late Fees Listed on billing statement – Now the 8 ½ x 11 printed statements
show the prior late fee as a new line item. Customers can now clearly see how the prior late fee is calculated in their bill.
Windows 8 Compatible- Compatible with Windows 8 Professional and backwards compatible with
Win 7, Vista and XP Pro Windows 32 and 64 Bit operating systems and Windows Server
Supports USPS MASS Bulk Mail - New features added to support intelligent barcode for bulk
mail rates and displaying requirement for Return Service Requested on Post Card.
11
New Features/ Functions Continued…
New Features/ Functions Continued …..
Bill Prorating – Automatically calculates the correct customer charges based on the number of days the
person occupied the property. Prorate all charges or just base fees – Easy to use feature.
Print Single Bill Feature – Now in one step you can calculate and print a single customers
bill, reduces steps and saves time in bill calculation.
Estimated Usage Billing – Bill based on variable number of readings allows you to define
variable of prior readings to include in reading estimate.
Online Bill Presentment and Payment – Working closely with our partners at
Invoice cloud we have enhanced our online bill functionality to provide best in class online bill presentment and payment.
12
Customer Account Manager
Common tool bar to access functions
13 Confidential
Duplicate bill to multiple mailing addresses or email
Separate service and bill to addresses
Online bill settings on customer record
Create your own custom fields
Track move in / move out dates
Set special account handling codes
Group customers by type of billing cycles
Tabbed format to navigate customers account
Integrated Reporting
14 Confidential
Selectable report types by category
Specify output sorting on report
Select report criteria
• Financial criteria
• Type of account
• Date range
Exportable to:
• Crystal Reports
• Adobe PDF
• MS Excel
• MS Word
Online Billing and Bill Presentment
• El Dorado offers a fully integrated online billing and bill presentment solution
15 Confidential
From the main dashboard your able to synchronize payments and
link to the biller portal
Online Portal – Biller Login
Full access to all reporting and user accounts online as the system administrator
16 Confidential
Customer Account Management
Customers View Statements Online
• Up to 24 months of history stored
• View Actual Billing Statement
17 Confidential
Meter Reading Interfaces
18 Confidential
Supports meter reading interfaces from these leading meter providers
19 Confidential
El Dorado Easy Reader for Android
Double click on Easy Reader Icon Launches app
20 Confidential
Reading Entry
Correct Entry Error in reading
• Large numeric key pad
• Scroll between accounts
• Option to display only missing readings
• Displays previous and current reading
• Optional misc. text field integrated with billing system
• Account search / sort
• Enter notes from field per account
• Account Detail
Integrated Service Orders
• View service order status
– Open
– Closed
– Pending
– Customer definable
• Set Priority (High / Low / Customer definable)
• Assign specific technician to project
• Pick / create list of work to be performed
• Schedule and track time of work to be performed
21 Confidential
Creative Technologies Annual Support Options
22
FEATURE COMPARISONBy
Incident Basic
SupportUpgrade
Protection
El Dorado Application Assistance (Support through problem resolution)
Toll Free Support Line
Software Patches(Fixes within version)
Free Upgrades to New El Dorado Versions
Free Reports Module Updates
Free AMR / Handheld software updates
Reinstallation of El Dorado software on customers new PC
Priority Call back and escalation management
Unavailable Feature
Existing /Unchangedfeatures
New /Changedfeatures
Let us show you how easy billing can be:
Call us today to schedule a personalized product demonstration
• Video links
– Online Bill presentment and payment
› www.waterbill.com
– Meter reading importing
› http://www.screencast.com/t/qCiTmmZflCw
Phone 800-898-3838
Web site www.waterbill.com
23 Confidential