e.roadmap

Copyright EnVinta Corp 2014

e.Roadmap

Facilitator Guide

Click here to access EMA

https://envintasolutions.com/eroadmap/Default.aspx


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


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


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


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


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


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


3.1 Data collection

Enter business data

Select business type

Enter attendee names

Customer Introduction presentation


3.1 Data collection example

Add additional attendees

Save data prior to session


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


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


3.3 Assessment layout

# Questions

at this level

Question topic

Question level


3.3 Assessment navigation

Select answer for your

customer

Progress bar Navigation


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


4. Report

Customer password for accessing report

Overall score towards Sustaining level

Comparison against peer organizations


4. Report

Your status for topic


4. Report

Priority actions for your business

Links to implementation support

Enter who and when action will be implemented

Priority actions for your business


4. Report Example

Who will implement

Goal for implementation


4. Report Example

Update question responses

Download report


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



Use the email address and password provided

1. Enter customer email address

2. Enter customer password

Password retrieval support [email protected]

mailto:[email protected]



Enter customer email and password



Start a new session with a new site

Report = Direct to report

Copy = Repeat session with same site


7. Customers with multiple sites

All sites and sessions stored in single customer account (same

email/password)


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 [email protected] so that session is removed from database

For help contact [email protected]

https://ema.neea.org/

https://ema.neea.org/



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