TXUE ROMP Infomercials - Sales

8/3/2019 TXUE ROMP Infomercials - Sales

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Retail Operating and Marketing PlatformIts Not a Piece of Software. Its a Way of Life.

Proprietary & Confidential

Get Ready toSales & Customer Activation

June 14, 2006

R O M P ! !


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2Retail Operating and Marketing PlatformIts Not a Piece of Software. Its a Way of Life.Proprietary & Confidential

Ground Rules

Information Only! Some of the details are under finalization

You will be updated on a regular basis

Hold that Question! Email your questions to [email protected]

We will consolidate questions and provide information

Your Feedback Incorporated! We have incorporated your feedback Business Strategies, Key Business

Drivers, Requirements Sessions, etc.


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Purpose of Infomercial Sessions

The Infomercial Sessions are intended to provide a common

understanding of the key aspects of the TXU Energy RetailOperating Platform Project.

Todays session focuses on Sales & Customer Activation processes.

Future State Process Roadmap

Sales & Customer Activation High Level Overview

Sales & Customer Activation Functionality

Sales & Customer Activation Functionality Assumptions

Implementation Roadmap

Timeline

Business Involvement & Expectations


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Future State Process Roadmap

Key Business Drivers & Strategic Imperatives Were The Main Inputs For Creation OfThe Future Enterprise Process Model...

The TXU Energy Retail Operating and Marketing Platform is intended to enable this future state process model andrequires us to think differently about the way we do business.

GLOBAL

CORE BUSINESS

PROCESSES

Technical

Vendor Management

Contract Management

Case/Workflow/Business Process Alerts

Legal/Regulatory

Enterprise Content Management/Training/Documentation/ Help Desk

Financial/Audit/SOX/ Internal Controls/CRIS

Data Analytics/ Data Repository/ Data Warehouse/ Business Mgmt (Reporting) /Workforce Mgmt /Exec. Reporting Dashboard

Pre-Sales

ConsumptionTo Cash

CustomerService

Campaign Mgmt(who/how)

Product Mgmt-Commodity-Non Commodity-Pricing/Rates

Vendor Mgmt-ERCOT-TDSP-Mktg Partners

-Product Suppliers

Credit/Risk Mgmt

Load Mgmt

Contract MgmtSetup (System)

Sales &Customer Activation

Contact Customer

Present Offer

Enroll-Account Setup-Contract Setup

3rd Part Fulfill

-ERCOT & VAPS

Ready to Bill

Proposal-Price Quotes

Credit Processing

Contact

Inquiry OutageServiceRequest

Features

AdjustmentMarket

TransactionMarket

Transaction

Resolution Resolution Resolution

-Bank Draft-Balanced

billing-etc.

MarketTransaction

Billing

InvoiceCreation

PaymentProcessing


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Sales & Customer Activation High Level Overview

Sales is the process of interacting with customers andprospects via multiple sales channels, presenting theappropriate offers and prices, negotiating terms, creatingsales documents, contract approvals, and closing a sale.

Customer Activation picks up where sales ends andincludes the enrollment and fulfillment of the product orservice delivery.

You Asked For

- Complete 360 view of customers/prospects and CCA/salesstaff visibility of all interactions with customer/prospectacross all channels.

- Intelligent sales tools to streamline the sales and quotation

process, aid in cross-sell/up-sell, across all sales channels.

- End-to-end visibility and tracking and management of

campaign and sales process, commissions and incentives.- In-flight contract changes.

- Streamlined enrollment to billing, fulfillment, order initiation

for third-parties, and tracking of same for commodity andnon-commodity products.


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Sales & Customer Activation Functionality

Complete 360 view of customer/prospect and visibility of all interactions

Relationship between customer/prospect entities (parent, subsidiary, consultant,

aggregation groups) Relationship between customer/prospect and service points (ESIDs)

Contract information (term, structure, price, service points)

Products sold / installed at premises and service points

Visibility of customer/prospect interactions across sales channels, including web

Visibility of billing information by CCA and internal sales staff

Visibility of order, issue, and market transaction status by CCA, sales staff, via webself-service, and IVR (limited)

Intelligent sales tools

Dynamic scripting to lead CCA to offer the right product for the customer based uponcustomer answers, campaigns, and system data; from any entry point including in-bound service calls (i.e. high bill)

Dynamic web self-service product selection, pricing, contracting, and enrollment

Price quotation which leverages existing pricing processes with Wholesale

Price/Product comparison tools for CCAs, sales staff, third-party sales, and via webself-service

Automatic lead assignment and follow-up activity assignment

Automated routing for deal approval

Generation of customized proposal, contract, fulfillment documents (EFL, TOSA,YRAC) and other welcome documents


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Sales & Customer Activation Functionality (continued)

End-to-end visibility, tracking and management of campaign and sales process,commissions and incentives

Tracking of and reporting on opportunities and activities including sales pipeline (outlook)

Capture of campaign responses (dispositions) from both internal and third-party sales channels,including internet/web responses

Offers presented via campaign processes to enable complete tracking of offer and dispositions

Calculation of commissions & incentive payments for both internal sales staff and third-party saleschannels

Tracking and reporting of sales and campaign results versus quotas and goals

In-flight contract changes

Track adding and deleting service points from contracts / customers

Execute conversions from one price structure to another

Extend contract term with immediate price change, blend & extend

Assignment of service points or contracts to new owners

Appropriate adjustments to margins which flow to compensation/incentives


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Sales & Customer Activation - Functionality

Enrollment to billing, scheduling of delivery, fulfillment, and

tracking of same for commodity and non-commodity products. Management and tracking of Continuous Service Agreements with automatic

transfer of service to/from property management name and tenant

Automatic transfer of trigger data points to billing processes for pricestructures containing triggers for price changes (e.g. Downward Participation)

Automatic determination of deposit and appropriate collection of same

Handle non-cash deposit security, expiration of same.

Optional delay of service start until deposit is paid.

Transfer of deposit to different account.

Process orders (commodity and non-commodity) from third-party saleschannels

Initiate and track orders and fulfillment status for both internal and third-partyservices, products, and issues

Visibility of order status via CCA, web, and IVR

Generate a check to pay a third-party when service or product has been

delivered


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Sales & Customer Activation Assumptions

Exchange of Data with Third Parties : All external data on campaign responses,

enrollments, orders and status of same, will be provided in file formats supported by

SAP. The 3rd Party data will have appropriate primary/user-keys to append to ormodify existing data.

Incentives / Compensation: SAP has recommended using the Incentive

Compensation Module which is expected to deliver most of TXU Energys third party

payments and sales commission related needs. Employee payments are expected to

be fulfilled via an interface to payroll and third-party payments through an interface

to Accounts Payable.

Pricing Quotation & LodeStar Integration: Customer-specific prices will include

determination of the transfer price, retail contract price, and gross and contribution

margins as well as over-night batch refresh of open Quotes and bulk load of Quote

records for renewal processing. We will leverage current interfaces to LodeStar and

other Wholesale processes for calculating transfer prices, booking contracts, tying

energy-supply contracts to service points (ESIDs), and true-up of transfer prices.

These processes with Wholesale may need to be modified and/or changed to

accommodate business and/or system design. LodeStar system modifications are

out of scope.


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Preliminary Timeline

Please Note: This is currently being fine tuned and is subject to change.

Phase I Mini Go-Live

Residential Customers totest North Texas Configurationprior to full go-live, a paralleltest for 4 weeks followed by amini cut-over of approximately10,000 North Texas Residentialcustomers who are currentlysupported via LCIS. Allfunctionality (SAP CCS, CRM,and Self Service) for NorthTexas residential customers perthe requirements will beimplemented in Phase I.

Phase II North TexasResidential Customers -provides the functionality toconvert all remaining NorthTexas (NTX) Residential(including SESCO) customerson LCIS to ROMP. This phaseis currently anticipated to occurat the end of Month 13 on theproject schedule.

Phase IIIAll RemainingCustomers - functionality tomigrate all remainingcustomers from the SPLCordaptix, Siebel CIM (if not inCordaptix) and LCIS: Small

and Medium Businesses onLCIS; LC&I, and Residentialcustomers and Small andMedium Businesses onCordaptix including AssuranceEnergy and TXU SESCO Energy(if any) to SAP. This phase iscurrently anticipated to occurby the end of Month 19.

Phase I NTX Mini-Go Live

Project Prep &Blueprint

Realization -Configure, Develop &Unit Test

Texas Market SET

Development

NTX Functionality andPolicy Freeze

IntegrationTesting

UAT

Parallel

Mini Go-Live 10K Customers

NTXCutover

NTX Support

Phase III All Customers (NTX & STX Residential & Businesses)

Blueprint

Realization -Configure,

Develop &UnitTest

IntegrationTesting

UATParallel

Ready For NTXCutover

Phase II NTX Residential

NTX/STXFunctionality

and PolicyFreeze

NTX/STXGo-Live

Phase III

Support

Technical

Infrastructure

Project Management

eGate Replacement Project Timeline (ROP Platform Dependency)

Organizational Change Management

Training

Phase I NTX Mini-Go Live



Texas Market SET

Development


IntegrationTesting

UAT

Parallel


NTXCutover

NTX Support

Phase III All Customers (NTX & STX Residential & Businesses)

Blueprint


Develop &UnitTest

IntegrationTesting

UATParallel

Ready For NTXCutover



and PolicyFreeze

NTX/STXGo-Live

Phase III

Support

Technical

Infrastructure

Project Management

eGate Replacement Project Timeline (ROP Platform Dependency)

Organizational Change Management

Training

Phase I NTX Mini-Go LivePhase I NTX Mini-Go Live





Texas Market SET

Development

Texas Market SET

Development


IntegrationTesting

IntegrationTesting

UAT

Parallel

UAT

Parallel


NTXCutoverNTXCutover

NTX SupportNTX Support

Phase III All Customers (NTX & STX Residential & Businesses)Phase III All Customers (NTX & STX Residential & Businesses)

BlueprintBlueprint


Develop &UnitTest


Develop &UnitTest

IntegrationTesting

IntegrationTesting

UATParallelUAT

ParallelReady For NTX

Cutover




and PolicyFreeze

NTX/STXGo-Live

Phase III

SupportPhase III

Support

Technical

Infrastructure

Technical

Infrastructure

Project ManagementProject Management

eGate Replacement Project Timeline (ROP Platform Dependency)eGate Replacement Project Timeline (ROP Platform Dependency)

Organizational Change ManagementOrganizational Change Management

TrainingTraining


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Preliminary Delivery Roadmap (subject to change)

Q307Q207 Q108

End-StateSolution

Build-Out:

Capability,

Data

&

UserGroups

Anticipated

Timeline

Simple Workflow

Basic Marketing, Sales, Service & Operations Reporting

Enterprise Content Management

Complex Workflow

End-to-End/Complex Reporting

II

NTX Pilot10K Selected Customers

I

All NTX ResidentialCustomers

All Customers AllRemaining Customers

III

Product Setup

Residential Customer Activation

Simple Pricing

Business/Market Transactions

Simple Billing Engine

Revenue Accounting

Payments & Collections

Service Request Management

Simple Campaigns

Business Customer Activation

Complex Pricing & Quotes LC&I

Comprehensive Self-Service

Complex Campaigns

Complex Billing

Basic Self-Service

Correspondence & Fulfillment

Moderate Campaigns

Invoice Creation & Distribution

RETAIL OPERATING & MARKETING PLATFORM

CIM-CORDAPTIX-SFA

Core Systems In UseLCIS-ATLAS

Marketing Analytics

Contract Management


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Business Expectations and Involvement

Build the business around the application Leverage out of the box processes

Stay within the project scope

Minimal customization Only when configured SAP is inadequate

Customizations will be approved by Executivecommittee

Timely business decisions if not:

Default to native SAP

Rely on experience of team

Business owner attends blueprinting

Decide it's not needed or a future release

Communicate, communicate, communicate

Change will happen!

BE POSITIVE!!!

Business Expectations Business Expectations

Provide any and all current business rules,policies, product structures, eligibility rules, etc.NOW!

Ensure project team is aware of new productofferings, business rules, policies, etc.

Remainder of 2006 and 2007

Active participation in blueprinting workshops

Participate in end-user testing and training

Provide feedback during: Blueprint challenge sessions

Acceptance testing

Training

Business Involvement Business Involvement


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Sales & Customer Activation Summary

What You Will Be Getting.- Complete 360 view of customers/prospects and CCA/sales staff visibility of all

interactions with customer/prospect across all channels

- Intelligent sales tools to streamline the sales and quotation process, aid in cross-sell/up-sell, across all sales channels

- Tracking and management of campaign and sales process, commissions and incentives

- In-flight contract changes

- Enrollment to billing, fulfillment, order initiation for third-parties, and tracking of samefor commodity and non-commodity products

Documents

TXUE ROMP Infomercials - Sales