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Transformational CX A Modernized Foundation Driving Technology Toward a Digitally Engaged Customer

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Page 1: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

A Modernized FoundationDriving Technology Toward a

Digitally Engaged Customer

Page 2: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Abstract

Today’s utility customer is evolving from bill-payer to engaged utility partner, and

at the heart of this shift is digital technology and data. But the CIS systems of

yesterday weren’t built for the connected customer and devices of today.

Hear how Pasadena Water and Power is strategically laying a modern meter-to-

cash technology foundation—rooted in a legacy CIS replacement and AMI rollout—that connects data and devices across customer-facing operations to

delivery modern experiences that meet the evolving expectations of digitally

minded customers at the intersection of data, information, and empowerment.

Driving Technology Toward a Digitally Engaged Customer

Page 3: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Agenda

About Red Clay

Pasadena Water & Power

Background & Pain Points

Discussion

Vision for the Future

Products & Partner Overview

01

02

03

04

05

Page 4: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Pasadena Water & Power Department

A City-Owned Municipal Electric & Water Public Utility

01

Page 5: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

PWP Background

• Provides billing services for electricity, water,

sewer, refuse, and utility-related taxes

• Approximately 90,000 accounts

• Partner Departments: Public Works, Finance,

Dept of IT

FY 2017 Electric System Water System

Service Area Population 143,333 168,627

Number of Services 66,290 38,067

Retail Sales Revenue $176.7M $56.6M

Page 6: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

System Agility & Access

Specialized skills required

to support system

Separate, Custom Apps

used for work-arounds

Highly Customized

SystemLimited System

Reporting Capabilities

Page 7: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

• Real-time Actionable Consumption Data

• View/Pay Bills online via desktop or mobile

device

• Opt-in for paperless billing

• Model & forecast rate increases, bill impacts

Customer Engagement Needs

Page 8: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

• Ability to integrate to smart metering

technologies

• Faster lead-time for implementing

changes

Business Initiative Support

• Ability to track customer

communication preferences

• Present Time of Use data to

customers

Page 9: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Vision for the Future02

Page 10: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

The Vision

CIS replacement is the first in a succession of automation projects to modernize the Utility and support a program to improve customer service.

CIS + CSS + EBPP (2018 – 2021)

MDM & AMI (2021 – 2024)

20212018 20242019 2020 2022 2023

Page 11: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

The Progress

July - 2017Needs Assessment conducted by TMG•26 Workshops•Evaluated options: upgrade or replace

•Finding recommendation to replace

June - 2019Selection of Products•Oracle C2M & OFSC•Accelerated Innovations CSS

•Paymentus Payment Processing

•Infosend Bill Print

•Council approval

October - 2019Selection of RCC as SI•Contract negotiations•Statement of Work (SOW)

•Approved by Council

May - 2018RFP issued•CIS Replacement

•Customer Portal

•EBPP & Payments

2017Internal Evaluation•Risks & Benefits

•Timeline

•Resources

Where are we now?

• Held Project Kick-Off

• Completed Fundamentals Training

• Discovery Sessions & Analysis

Workshops are ongoing

• Projected Go-Live: Q3 2021

Page 12: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

03 Products & Partner Overview

Page 13: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Partnership Landscape

Make each other successful

Leverage experience, knowledge & tools

Shape the best path forward

Page 14: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

About Red Clay

About UsWe help utilities confidently meet the challenges of today and understand the opportunities of tomorrow.• +20 years of success, based in Atlanta

Core Competencies• Solely focused on utility industry• Zero-fail reputation• First Oracle Utilities Customer-to-Meter (C2M)

implementation

Scope• Prime and sole responsible party for the entire CIS,

CSS and EBPP solution implementation.

Page 15: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

TMG Consulting

About UsFounded in 1992Based in Austin, TXAdvisor for CIS Implementations

Core Competencies• Business & Technology Advisement• Project Management Services

Scope• Quality Assurance• Project Management for PWP• Testing Lead & Assistance

Page 16: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Accelerated Innovations

About UsFounded in 2008Based in St. Paul, MNOver 100 MyMeter implementations in place or planned

Customer Base• Electric, Gas, Water Utilities• Coop, Muni, IOU• Residential, Commercial

Scope• Develop City of Pasadena branded portal.• Mobile application allows customers to make

payments and view billing information from a smart phone or tablet.

Page 17: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

InfoSend

About UsProviding Business Process Outsourcing Services since 1996 Critical document processing & handling for industries throughout the United States.Based in Anaheim, CA

Core Competencies• Document Formatting • Electronic Payments • Document Production

Scope• New bill design.• Customer option to select paperless billing with

automatic alerts to bill availability and due dates.

Page 18: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Paymentus

About UsFounded in 2004Based in Charlotte, NCPremier provider of innovative, reliable, and secure electronic bill presentment and payment services.

Client Base• Utility, Telecom, Auto Finance, Insurance, Consumer

Finance and Health industries

Scope• Provides secure payments online with required PCI

(Payment Card Industry) compliance.

Page 19: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Technology Overview

Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration)

Customers

Oracle Field Service Cloud

(Saas)

MyMeter Self Service

(SaaS)

Customer to Meter (PaaS)

Field Work

Oracle Cloud to

PWP On-Prem

Oracle Cloud to 3rd

Party Cloud (AWS)

PaymentusOracle Cloud to 3rd Party Cloud

(Integration Accelerator)

InfoSend

Itron FCS

GIS

Tyler Financials

PWP Collections

Page 20: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

WHY RED CLAY CONSULTING04

Page 21: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Why Red Clay?

Focus on leading utilities through

Transformation Programs1

Experts in C2M functionality2

Experience & knowledge of California water

conservation measures3

Page 22: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Realizing the

Value of C2M

• Partner-Centric Model

• Implementation Approach

• Business Solution Focused

• Maximize the Power of C2M

Page 23: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

A Modernized Foundation

Partnering to Implement

the Vision.

Page 24: Driving Technology Toward a Digitally Engaged Customer · Oracle Cloud to Oracle Cloud (OIC Pre-Built Integration) Customers Oracle Field Service Cloud (Saas) MyMeter Self Service

Transformational CX

Jeremy MarquetteUtility Operational Technology Manager

[email protected]

Lynne PowersExecutive Director of Sales & Marketing

[email protected]

Committed to

delivering superior

customer services.

DISCUSSION