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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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©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Two New Tools for Switching Your Organization to EnergyCAP Online
Presented by David Ulmer
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
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Distributions & Audit 52 are Here to Help!
©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
©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
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
Options Available in EnergyCAP Online Distributions
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Add Service Charge
Split Bill
Add Submeter
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
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
New Advanced Rate Properties Available
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
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
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
Chargebacks Create Detailed Bills
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
New Route Manager for Entering/Updating Meter Readings
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Mix and Match Splits, Charges, and Submeter Chargebacks in the Distribution Manager
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
©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
©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
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
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
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
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
©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!
©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
©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.)
©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
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
What does it look like?
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
What does it look like?
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
What does it look like?
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Real-World Problems Solved:
“My campus needs a blended rate from all purchased natural
gas bills”
©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”
©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”
©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
©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
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
Is Your Organization Ready for the Future?
©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