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©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Two New Tools for Switching Your Organization to EnergyCAP Online Presented by David Ulmer

Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

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If your organization is currently running EnergyCAP Enterprise, but are interested in efficiently switching to EnergyCAP Online, two tools to help are Distributions and Audit 52. Presented by David Ulmer at the Catalyst Training Conference by EnergyCAP, Inc.

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Page 1: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Two New Tools for Switching Your Organization to EnergyCAP Online

Presented by David Ulmer

Page 2: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Have that feeling like you know there’s a better future (ECO), but you are “stuck”

without a way to get there?

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 3: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Distributions & Audit 52 are Here to Help!

Page 4: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

New Tools in EnergyCAP Online Provide Advanced Features and Enable a Smooth Transition from EnergyCAP Enterprise

Submeter Chargebacks are now available in EnergyCAP Online!

Use Audit 52 to simplify even complex scenarios and workflows

Page 5: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

New Tools in EnergyCAP Online Provide Advanced Features and Enable a Smooth Transition from EnergyCAP Enterprise

Submeter Chargebacks are now available in EnergyCAP Online!

Use Audit 52 to simplify even complex scenarios and workflows

Page 6: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

What is the ECO Chargeback Manager?Creates special Chargeback Accounts and Meters that can receive costs from other sources (i.e., internal meters/accounts)

Allows users to create Distributions: a flow of costs through one or more accounts and meters

Always starts with a “Master Meter”–source cost account

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 7: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Options Available in EnergyCAP Online Distributions

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Add Service Charge

Split Bill

Add Submeter

Page 8: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Submeter Chargebacks allow detailed tracking and billing

Assign usage and cost to each building based on actual meter readings

Options available for entering monthly readings manually or via file import

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 9: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Features of Submeter Chargebacks

Easily create and edit submeter channels and parameters

Create bills based on average unit cost of a master account or a detailed rate

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 10: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

New Advanced Rate Properties Available

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 11: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Generate Sample Bill to ValidateRate Information

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

I want to replace this with a better picture – I ran into stability issueswhen trying to get a screen shot with data populated

Page 12: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Expanded Features Beyond ECE Calculated Accounts

Built-in unit conversion to handle different unit types (between meters and rates)

Easily add charges at the meter and/or the account level

Additional details available on created bills (unit conversions, charges, unit costs)

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 13: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Chargebacks Create Detailed Bills

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 14: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

New Route Manager for Entering/Updating Meter Readings

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 15: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Mix and Match Splits, Charges, and Submeter Chargebacks in the Distribution Manager

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 16: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

New Tools in EnergyCAP Online Provide Advanced Features and Enable a Smooth Transition from EnergyCAP Enterprise

Submeter Chargebacks are now available in EnergyCAP Online!

Use Audit 52 to simplify even complex scenarios and workflows

Page 17: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

New Tools in EnergyCAP Online Provide Advanced Features and Enable a Smooth Transition from EnergyCAP Enterprise

Submeter Chargebacks are now available in EnergyCAP Online!

Use Audit 52 to simplify even complex scenarios and workflows

Page 18: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

EnergyCAP’s Audit 52 Can Simplify Your Workflow

One tool that can integrate workflow steps and handle complex scenarios

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 19: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

What is Audit 52?Special type of EnergyCAP bill audit that can run a stored procedure (small database program)

Has access to all database information and can update more than one bill at a time

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 20: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Recently Enhanced Audit 52 Framework Provides New Benefits

Users can modify scripts with User Defined Fields–flexibility without a software engineering degree

Meter Groups utilized for easy management

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 21: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

Recently Enhanced Audit 52 Framework Provides New Benefits

Run Audit 52 on multiple bills in a single step

Detailed logging capabilities

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 22: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Advantages of Audit 52 over Virtual Account Scripts

Create once and reuse–not specific to one account

Provide detailed logs and audit messages

Access to User Defined Fields and Meter Groups

Supported in EnergyCAP Online!

Page 23: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Where to use Audit 52: Three Common Scenarios

Create new bills based on a different commodity–produce sewer bills for all water bills

Page 24: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Where to use Audit 52: Three Common Scenarios

Create a summary bill from multiple accounts (blended rates, consolidated customer bill, etc.)

Page 25: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Where to use Audit 52: Three Common Scenarios

Loss and remainder calculation and assignment–perfectly match vendor bill usage and/or cost

Page 26: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

What does it look like?

Page 27: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

What does it look like?

Page 28: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

What does it look like?

Page 29: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online
Page 30: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Real-World Problems Solved:

“My campus needs a blended rate from all purchased natural

gas bills”

Page 31: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Real-World Problems Solved:

“I want to see submeter data as soon as

it’s available, but accounting needs the numbers to match at the end of

the month”

Page 32: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Real-World Problems Solved:

“I need to calculatean aggregate cost for my steam plant and

assign weighted charges to my facilities”

Page 33: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

How can Audit 52 work for you?Simplify your workflow

Eliminate extra spreadsheets and calculations

Replace Virtual Account Script maintenance

Help your organization move to ECO

Page 34: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

New Tools in EnergyCAP Online Provide Advanced Features and Enable a Smooth Transition from EnergyCAP Enterprise

Submeter Chargebacks are now available in EnergyCAP Online!

Use Audit 52 to simplify even complex scenarios and workflows

Page 35: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Is Your Organization Ready for the Future?

Page 36: Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Want to learn more about how you can implement ECO’s new features

for your organization?

Contact your Project Manager or the EnergyCAP Sales Team

[email protected]