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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 Validate
Rate Information
©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
I want to replace this with a better picture – I ran into stability issues
when 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 calculate
an 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
sales@EnergyCAP.com
877.327.3702

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Two Tools for Switching from EnergyCAP Enterprise to EnergyCAP Online

  • 1. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Two New Tools for Switching Your Organization to EnergyCAP Online Presented by David Ulmer
  • 2. 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
  • 3. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Distributions & Audit 52 are Here to Help!
  • 4. ©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
  • 5. ©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
  • 6. 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
  • 7. Options Available in EnergyCAP Online Distributions ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Add Service Charge Split Bill Add Submeter
  • 8. 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
  • 9. 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
  • 10. New Advanced Rate Properties Available ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
  • 11. Generate Sample Bill to Validate Rate Information ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com I want to replace this with a better picture – I ran into stability issues when trying to get a screen shot with data populated
  • 12. 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
  • 13. Chargebacks Create Detailed Bills ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
  • 14. New Route Manager for Entering/Updating Meter Readings ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
  • 15. Mix and Match Splits, Charges, and Submeter Chargebacks in the Distribution Manager ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com
  • 16. ©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
  • 17. ©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
  • 18. 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
  • 19. 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
  • 20. 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
  • 21. 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
  • 22. ©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!
  • 23. ©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
  • 24. ©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.)
  • 25. ©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
  • 26. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com What does it look like?
  • 27. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com What does it look like?
  • 28. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com What does it look like?
  • 29.
  • 30. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Real-World Problems Solved: “My campus needs a blended rate from all purchased natural gas bills”
  • 31. ©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”
  • 32. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Real-World Problems Solved: “I need to calculate an aggregate cost for my steam plant and assign weighted charges to my facilities”
  • 33. ©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
  • 34. ©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
  • 35. ©2014 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Is Your Organization Ready for the Future?
  • 36. ©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 sales@EnergyCAP.com 877.327.3702