e.roadmap
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Copyright EnVinta Corp 2014
e.Roadmap
Facilitator Guide
Click here to access EMA
Copyright EnVinta Corp 2014
Table of Contents
1. Introduction
2. Preparing for an EMA
3. EMA Process
4. Report
5. Options for conducting sessions
6. Retrieving a customer session/data
7. Customers with multiple sites
8. Next steps or need help
Copyright EnVinta Corp 2014
1. Introduction
Facilitated sessions of e.Roadmap Energy Management Assessment (EMA) take 50 – 70 minutes to complete
Online assessment (internet connection required)
Provides an immediate report that:
• Identifies customer’s current energy management practices
• Highlights customer’s next steps to continue to improve
• Compares customer’s practices against peers
• Supports an energy management program at customer’s site
Recommended that it be revisited regularly, typically once a year
Copyright EnVinta Corp 2014
2. Preparing for an EMA
1. Understanding the customer • Research energy usage profiles, past projects implemented,
business strategy and culture, corporate directives, likely energy intensive equipment and processes
2. Prepare an introduction presentation • Use the introduction slides or tailor as needed
3. Organize for appropriate customer representatives to attend
Copyright EnVinta Corp 2014
2. Who should attend and reason?
Whom Reason
Site manager Provides organizational direction, sets responsibility and accountability for energy
Finance manager
Understand how effective energy management can deliver results to the bottom line
Operations manager
Improved operating practices can drive significant reductions in energy costs. Understand how reliability and quality of energy supply impact production
Maintenance manager
Improved maintenance of energy intensive processes and equipment and achieve energy cost reductions
Procurement manager
Improve both energy procurement practices and purchasing procedures for new/replacement equipment
Facility manager
Gain support for energy management with increased awareness and understanding of energy based on group interaction and communication
Copyright EnVinta Corp 2014
2. EMA sections
1. Site Data
• Facility data
• Energy data
• Contact data
2. Assessment
• 12 components
• Questions organized in levels
3. Reports
• Immediate report
• Best practice gap analysis
• Recommended actions
Copyright EnVinta Corp 2014
3. EMA process
• Introduce people and session
• Clearly explain how to respond to questions
= In place to day, consistently conducted across organization
= Implemented in some areas, or work in progress, or can be improved, or not in place today
• Walk customer through 12 topics (components)
• Within each topic, questions are organized in levels. Clicking on ‘Needs Improving’ for a question, sets level for the topic and moves to next topic
• Topics with low levels of development will influence the action item recommendations
Copyright EnVinta Corp 2014
3.1 Data collection
Enter business data
Select business type
Enter attendee names
Customer Introduction presentation
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3.1 Data collection example
Add additional attendees
Save data prior to session
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Option to pre-populate customer data and save prior to session
Pre-populate customer data and click “Save” prior to
session
Record email and password to retrieve customer data
Copyright EnVinta Corp 2014
3.2 Questions on 12 topics
1.Management commitment
2.Resources
3.Review & analysis
4.KPIs & targets 5.Action plans
6.Operations & maintenance
7.Monitoring & analysis
8.Employee engagement
9.Reporting & review
10.Procurement & design
11.Documentation & records
12.System audits
Copyright EnVinta Corp 2014
3.3 Assessment layout
# Questions
at this level
Question topic
Question level
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3.3 Assessment navigation
Select answer for your
customer
Progress bar Navigation
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4. Report
Output report at end of session provides: • Overall score • Gap analysis diagram for 12 topics
– Highlights customer development in each area – Identifies gaps
• Action plan for top 10 actions • Links to support for implementing actions • Assign responsibilities and timeframes for implementing
priority actions • Benchmarking against peers • Reports can be viewed on screen, printed and/or saved as a
PDF file
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4. Report
Customer password for accessing report
Overall score towards Sustaining level
Comparison against peer organizations
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4. Report
Your status for topic
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4. Report
Priority actions for your business
Links to implementation support
Enter who and when action will be implemented
Priority actions for your business
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4. Report Example
Who will implement
Goal for implementation
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4. Report Example
Update question responses
Download report
Copyright EnVinta Corp 2014
5. Options for conducting sessions
1. Enter customer data prior to assessment (recommended) – Enter customer data and click ‘Save’ – At customer site retrieve saved session and conduct assessment – Retrieve report at customer site or at a later time
2. Conduct full session at customer site – Enter customer data, conduct assessment and provide report to
customer
3. Fill out and have customer complete – Enter customer data (using customer’s email address) and click
‘Save’ – Record password for session – Provide customer with link to assessment, email address used and
password for customer to complete self-assessment – Customer completes self-assessment on their own
Copyright EnVinta Corp 2014
6. Retrieving a customer session/data
Use the email address and password provided
1. Enter customer email address
2. Enter customer password
Password retrieval support info@envinta.com
Copyright EnVinta Corp 2014
6. Retrieving a customer session/data
Enter customer email and password
Copyright EnVinta Corp 2014
6. Retrieving a customer session/data
Start a new session with a new site
Report = Direct to report
Copy = Repeat session with same site
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7. Customers with multiple sites
All sites and sessions stored in single customer account (same
email/password)
Copyright EnVinta Corp 2014
8. Next steps or need help
Run a test and familiarize yourself with the assessment and content following these steps:
1. Click here to access EMA 2. Click ‘Facilitators Click Here’ to start a session 3. Enter ‘Test Company_Your Name’ 4. Send an email including ‘Test Company_Your
Name’ to info@envinta.com so that session is removed from database
For help contact info@envinta.com