UtiliPoint International, Inc.

UtiliPoint^® has completed the following utility and energy technology projects in the last 18 months:

Three Year Service Offering Plan for an Application Service Provider
User Conference presentations for Energy-IT solution providers
European Market Entry for U.S. Customer Care software vendor
Call Center Best Practices at North American Utilities
Metering in the North American Markets
Requirement definition and software selection services for:
- Load forecasting
- Pricing
- Settlement
- C&I billing
- Residential billing
- Scheduling
- Tagging
IT Quality Assurance (QA) on project(s) in the U.S. and Canada
Strategic Market Fit for an Application Service Provider
North American Market Fit for International Back-Office service provider
6 month strategy development for Back-Office service provider
12 month strategy development for Business Process Outsourcer (BPO)
Regulatory Research on various states/provinces and the resulting functional requirements

Sample Outlines for Recent Special Projects

1. Best Practice Utility Call Centers

Table of Contents

1.0 Executive Summary
2.0 Best Practice Call Centers in the Energy Industry

2.1 Introduction
3.0 Research Methodology
4.0 Research Results

4.1 Call Center Objectives

4.2 Content of Service & Clients

4.3 Call Center Status

4.4 Call Center Scope and Size

4.5 Human Resources

4.6 Performance Measurement

4.7 Information Technology

4.8 Impact of Deregulation
5.0 Recommendations

2. Customer Care in the North American Utility Industry

UtiliPoint^® has recently concluded the largest survey to date on the utility customer care sector. The survey produced 304 responses from utilities in North America, and the resulting report detailed current industry activities that included:

Status report of the North American customer marketplace
Identification of leading vendors
Utilities’ adoption of outsourcing services
Drivers of utility technology decisions
Analysis of latest service-delivery technologies
Identification of outsourcing trends at North American utilities

The following charts and tables are from the draft report in progress:

3. Service Offering Plan for a Utility and Energy Service Provider ASP
(Application Service Provider)

Executive Overview
Target Company Service Offering
1. Overview
2. Existing Functionality
  1. CIS
  2. Billing
  3. CRM / e-CRM
  4. Sales / Marketing
3. Customer Mix
  1. Regulated
  2. Un-regulated
4. Technical Specifications
  1. Hardware / Software Requirements
  2. Scalability
The United States Market
1. Federal Regulation
2. State Regulation
  1. De-regulated Status State-to-State
  2. Timeline of De-regulation State-to-State
3. Regulated Marketplace
  1. Back Office
  2. Front Office
  3. Metering
  4. Billing / CIS
  5. Real-Time
4. De-regulated Marketplace
  1. RTOs
  2. Schedulers
  3. Power Exchanges
  4. Generation Companies
  5. Retail Companies
  6. Aggregators
  7. Wires Companies (Transmission and Distribution)
  8. Other Participants
5. New Business Processes
  1. Customer Registration
  2. Load Profiling, Data Acquisition, and Aggregation
  3. Financial Settlement
  4. Retail Billing
Target Company Service Offering Timeline
1. Regulated Service Offering
2. Un-regulated Service Offering
  1. Phone Center
  2. Billing / CIS
  3. CRM, e-CRM
  4. Sales / Marketing
  5. Trading / Risk Management / Scheduling
  6. Financial / HR
  7. Physical Settlements
  8. Customer Enrollment
  9. Market Participant Interaction (EDI, XML)
  10. E-Commerce Strategy
  11. Market Intelligence
  12. Profiling
  13. Pricing
3. Three Year Timeline
4. Build, Acquire, or Partner
  1. Functionality Addition 1
    1. Alternative 1
    2. Alternative 2
  2. Functionality Addition 2
    1. Alternative 1
    2. Alternative 2
Conclusions

Typical Market Structure

4. Due Diligence for an Investment Banker on an Energy Service Provider:

Executive Overview
Competition and Competitors
1. The marketplace
2. Target Company’s principal competition
  1. Incumbents
  2. Target Company’s five major competitors
  3. Evaluation of major player capabilities
Parameters for retail market penetration
1. The market
  1. The pace of deregulation
    1. Background
    2. Status
  2. How fast will markets open?
  3. Telecommunications as a proxy?
2. Critical success factors for a major market player
  1. Strategic vision and commitment
  2. Capital resources
  3. Brand capability and recognition
  4. I/T Architecture as a Strategic Weapon
3. Wholesale markets
4. Propensity of customers to shift
5. Implications for Target Company
Evaluation of Target Company’s Strategy
1. Force the market to open
2. Create and capture a truly national marketplace
3. Use market share as a principal objective
4. Assume incumbents will default to a “pipes-and-wires” business
5. Technical Capabilities
Evaluation of Target Company’s projections
1. Basic assumptions
2. Results
3. Economic and financial model
Summary and Conclusions

UtiliPoint® has completed the following utility and energy technology projects in the last 18 months: