generic presentation eeis
TRANSCRIPT
Energy Efficiency Information System (EEIS)
Prepared forCadmus College
March 23, 2010
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How EEIS Began• 2006 - Aquila engages Quantec to fix their
excel-based tracking system after it freezes…
• Tracking system for utilities:– Multiple implementers– Web-based interface
• Participants – refreshed regularly from utility db.• Equipment – one db alone has over 200k entries• Program rules – very complex; frequent tweaks.
• 2 utilities running programs across 7 territories
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Market Evolution
• Excel spreadsheets for tracking single programs, to…
• Multi-state, multi-portfolio, multi-program implementations
• Integration of external databases, Treasury functions, project management and sophisticated real time analytics.
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System Structure
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Integrated Tracking Perspective
EEIS tracks: Participant data
Baseline energy data
Customer calls
Energy audit &
education
Contract work
completed
Work approved
Energy Auditor
completes check
Revised energy data
Customer Satisfaction
survey completed
Implementer tracks deployment stages, not performance.
Piedmont CIS data
Equipment efficiency
data
Codes & Standards
EEIS tracks only data relevant to program performance from implementer and external databases.
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How do we deploy EEIS?
Kickoff meeting: Program structure, rules & input pages.
EEIS configuration, and set-up including minor
customization Data maintenance & user support.
Documentation, training & user
acceptance
Major customization
Standard deployment: 1 1/2 to 2 monthsIncluding major customization approx. 2-3 months
Design phase InstallationTraining &
acceptanceFurther Customization & ongoing support
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Tracking Basics
Goals and Rules
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Tracking Basics
Goals and Rules
Data Entry
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Tracking Basics
Quality Control
Goals and Rules
Data Entry
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Tracking Basics
EvaluationQuality Control
Goals and Rules
Data Entry
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Reporting
• Evaluation through reporting• Reports give access to
– Goals and expectations– Participation data– Comparison of participation against
goals
EvaluationQuality Control
Goals and Rules
Data Entry
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Reporting
Portfolio/Program Status Reports– Executive Summary– Expenditures– Installations– Participation– Savings Impacts
EvaluationQuality Control
Goals and Rules
Data Entry
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Reporting
Ad Hoc Reports– Data Entry Summaries– Program Summaries
EvaluationQuality Control
Goals and Rules
Data Entry
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Data Integration
EvaluationQuality Control
Goals and Rules
Data Entry
EEIS
CIS Equipment
Treasury
ProgramRules
Participation
Imports
Exports
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Data Validation
EvaluationQuality Control
Goals and Rules
Data Entry
• Uses data integration to validate– CIS– Equipment– Participation– Program Rules– Treasury
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Data Entry
• Participation can be hand entered• Step-by-step process• Usually done by implementers
Quality Control
Data Entry
EvaluationGoals and
Rules
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Rules
• Program rules defined in program planning (e.g. Portfolio Pro)
• Rules include– Eligible participant base– Eligible equipment or measures– Efficiency requirements
Quality Control
Data Entry
EvaluationGoals and
Rules
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Goals
• Program goals defined in program planning (e.g. Portfolio Pro)
• Goals include– Participation targets– Savings targets– Budget targets
Quality Control
Data Entry
EvaluationGoals and
Rules
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What Sets EEIS Apart• Capture, report and export of data required by utilities for
assessing the effectiveness of programs
• Real-time validation of both participants and equipment – this reduces errors and confusion for customers and the utility
• Sophisticated analytics to assess net energy savings, program costs - tracks programs against the utilities' key performance goals
• Flexible software allows accurate tracking for extremely complex programs
• Ad Hoc Reporting allows DSM program managers to design targeted queries that arrange data from unique perspectives
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Contact Information
Business Contacts Technical Contacts
Jim ThayerSenior AssociateThe Cadmus GroupTel: (503) [email protected]
Ryan KilkennyApplication Development LeadThe Cadmus GroupTel: (503) [email protected]
Ken SeidenPrincipleThe Cadmus GroupTel: (503) [email protected]
Spencer LittleApplication DeveloperThe Cadmus GroupTel: (503) [email protected]
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Questions?