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The Most Complete “Bid to Bill”
Straight-Through Processing Software
Platform for Competitive Energy Markets
About Excelergy®
Excelergy is a world leader in high performance software solutions that optimize the customer care and billing
processes in competitive retail energy markets. Excelergy software and software deployments at customer
sites have won a number of industry awards, including the “Premium Product Award”’ from Power and Gas
Marketing Magazine and two “ACE awards for CIS Excellence” from the Utility CIS/CRM Consortium.
Excelergy software provides a complete “straight-through-processing” transaction management platform
that automates customer acquisition and care, customer switching, pricing, contract execution, billing
and complex billing, and wholesale energy transaction management and settlement. Excelergy software is
built on an open, object-oriented, Web-centric, native XML technology architecture. Excelergy’s corporate
headquarters are located in Lexington, Massachusetts. The company’s EMEA headquarters are in
Waardenburg, The Netherlands.
Excelergy Automates Six Mission Critical Business
Processes for Retail Energy Business
For new customers
and partners
Facilitating easy
communications
with markets and
supply/distribution
partners
Retail contracts
including
structured deals
Prospecting
EDI Mapping
Pricing
Credit &
Collections
Optimizing cash
flow from the
customer base
Contracting
Automating
contract origination
and execution
Billing
Create, present and distribute
accurate invoices for payment
Rapid Return On Investment
By deploying Excelergy software, achieve
measurable ROI:
• Maximize profitability of customer
relationships
• Manage volume and price risk
• Improve asset utilization
• Minimize back office costs
• Accelerate cash flow
www.excelergy.com
Differentiating Technology
Architecture
Excelergy high performance software products
are based on an open, object-oriented, Webarchitected, native XML technology platform.
Excelergy’s product architecture has been
recognized as the most advanced in the
industry. This technology architecture enables:
• Fastest, most reliable deployment,
integration, and conversion
• Lowest cost of ownership, operation,
and maintenance
• Highest availability and scalability
• Greatest flexibility to readily adapt to
changing requirements
[email protected]
Optimizing the Mission-Critical Processes of a
Competitive Energy Industry
Optimizing the Mission-Critical Processes of a Competitive Energy Industry
Excelergy® MarketRunner™
Energy
Markets
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Market management
Market participant administration
Participant portal
Resources/load obligation
Settlement
Sup
Bid management
Scheduling
Settlement
Shadow settlement
Market interface
•
•
•
•
•
Prospecting
Pricing & quotation
Contract management
Order processing
Sales force/channels management
ply
Excelergy® Trader BackOffice®
•
•
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•
Excelergy® HedgeDirect™
tionnt
c
a
ns m e
Tra nage
Ma
cquisition
omer A Pricing
t
s
u
C
ing &
& Pric
Straight-Thru Processing
SM
Customers
C us
tome
& Bil r Care
ling
Excelergy® BusinessRunner™
Market
Participants
•
•
•
•
•
TDSP settlements
Enrollment
Transaction management
Exception management
Transport, encryption &
authentication
Excelergy® RevenueManager™
•
•
•
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•
Customer care & billing
Payment processing
Invoice presentation
Receivables management
Collections
The Most Complete, “Bid to Bill” Straight-Through Processing
Software Platform for Competitive Energy Markets
In today’s energy markets, managing the revenue cycle is all about how quickly and efficiently you can enter
markets, quote and bill profitable contracts, and execute supply options? The Excelergy “Bid to Bill” software
platform accelerates these processes and provides the fastest possible return on investment.
Maximize the Profitability of Each Customer Relationship
Excelergy brings together supply-side and customer-side information. That means it is easier to create flexible
and profitable pricing, avoid unprofitable contracts, and minimize risk.
Increase Customer Acquisition and Retention
Excelergy’s high-performance transaction management and collaborative communications technology permits
fast, accurate customer switches that provide new revenue streams quicker than ever before. The energy/
utility industry’s most flexible billing engine lets you meet even the most complex pricing and personalization
options sought by the most demanding customers.
Speed Market Entry and Drive Down Back-Office Cost
The Excelergy software platform is built on a configurable open object platform. New business rules and
processes can be added or changed without affecting the underlying application logic. Simply configure the
business rules – no hard coding is required. That means an energy company can enter a new market in as little
as six weeks – at a fraction of the cost.
Competitive Energy Markets Require Software
Technology Designed for Competition
When energy markets began deregulating in North America and Europe, energy companies quickly learned
their business systems were not designed for competitive markets. Companies who were slow to replace
their systems spent enormous sums of money and time patching legacy systems with off-line systems and
processes. In the end, they lost customers and compromised profits.
Excelergy offers the most complete software platform for a competitive energy industry. The Excelergy “Bid to
Bill” software platform offers a complete enterprise architecture for wholesale trading, scheduling, settlement,
pricing, contract origination, billing, and complex billing. Excelergy systems are used by the most successful
power and gas marketers in North America and Europe because they are designed specially for competitive
markets and offer the greatest flexibility to handle competitive rate structures, bill formats, transaction
management requirements, and pricing – all with the speed and efficiency of straight-through processing.
Excelergy systems also offer a significantly lower total cost of ownership than other back-office system
providers. Because Excelergy systems offer a native XML architecture and simple-to-configure application
interfaces, they are easily integrated with your existing applications and other third-party solutions.
Exploit the Configurability of the Energy Industry’s
Most Flexible Software Platform
In 1998, Excelergy began building a revolutionary new software platform to support the rigorous demands of
restructuring energy markets – markets characterized by rapidly changing government regulation, business
processes, market rules, data flows, and customer demands. The result of this development effort is the
Excelergy “Configurable Open Object Platform” (COOP).
www.excelergy.com
[email protected]
Unlike other software solutions, the Excelergy “Configurable Open Object Platform” was built from the ground
up using a modern XML architecture and a true, open-object design. When business rules change, the user
employs a simple point and click user interface to set up the new business rule or process. This unique
capability allows variables such as pricing, invoice presentation, and data flows to be changed in a few hours
to a few weeks – as opposed to months in other systems.
Unprecedented Control of Your Own Applications
Excelergy customers and partners can access, extend, and reconfigure the underlying technology – the
Excelergy object libraries – with the same toolset used by Excelergy software engineers. We call this toolset
Excelergy® LibraryCard™ and it is available in three license levels depending upon your organization’s
functional requirements and IT skill levels. Excelergy LibraryCard offers convenient, safe tools specifically
targeted for use by business analysts or software engineers.
“Bid to Bill”
Excelergy provides a fully-componentized, fully-integrated product solution that
offers easy upgrades and the lowest cost of ownership
Excelergy LibraryCard allows our customers and partners to provide greater control over the maintenance
of Excelergy applications. This allows faster, more cost-effective response to changing business processes,
incomparable application flexibility, and the lowest total cost of ownership. LibraryCard provides you with
options to extend product features and functions while staying on a product upgrade path.
Excelergy LibraryCard lets you
reconfigure or extend your Excelergy
applications with the same, safe
and easy toolset used by our own
Excelergy software engineers
The energy industry’s first packaged
product for managing high-volume,
physical energy market operations
Excelergy MarketRunner™ is a cost-effective software product solution for operating energy markets. Energy
markets include day-ahead, hour-ahead, reserves, and balancing services. Excelergy MarketRunner provides
a complete and configurable product solution for bidding, market operations, scheduling, and settlement.
Excelergy MarketRunner provides market participants with multiple options for commerce – through a
Participant Portal or standard XML documents through a published market interface.
Too often, market designs and improvements have been delayed or abandoned due to software constraints
or software development costs. Excelergy MarketRunner is a product solution that is modular and
configurable by users. Excelergy MarketRunner can greatly reduce the cost of implementing and changing
the market design over time.
Given the history of unforeseen and unintended consequences of decisions taken in market design, the
ability to learn from market experience and exercise options for incremental improvements in market design
greatly increases the value of the creation of energy markets while reducing the risk of implementation.
Excelergy MarketRunner provides the operator with the flexibility to implement business decisions that
benefit the marketplace.
®
™
Excelergy MarketRunner
www.excelergy.com
[email protected]
Secure Web Portal for Maximum Market Transparency
Excelergy MarketRunner is built from the ground up using the latest XML architecture and security
features, making it an ideal web-based portal for market participants and a native XML market
interface for electronic commerce. This approach makes it simple for users – offering a single view
and single sign-on. The result is optimum market transparency with clear price signals and dispatch
based upon market rules and real-time auctions.
Excelergy® MarketRunner™ Key Benefits
• Reduces cost and risk of implementation by leveraging a configurable market solver
• Proven scalability and high availability
• Leverages an Internet architecture by providing a Participant Portal and a standardized, published
market interface accessible to authenticated market participants
• Accelerates the projected benefits of energy markets by providing the flexibility to modify the
market design
• Minimizes disputes by providing drill down access to market and bid information
• Provides an audit trail for all transactions processed
• Supports a wide range of authentication and encryption protocols, ensuring privacy of commerce
Excelergy MarketRunner
automates flow of
commerce among market
operators and market
participants
Optimize the mission critical business
processes in high-volume, real-time
physical energy markets
Excelergy Trader BackOffice® is a secure, scalable software platform for managing energy positions and
the logistics for delivering and settling delivered energy. Excelergy Trader BackOffice supports trade capture,
bidding, position management, scheduling, dispatch, and settlement functions. Excelergy offers turnkey
implementation of North American and European energy markets and transmission networks for electronic
business transactions and shadow settlement. Excelergy Trader BackOffice speeds entry into RTO markets,
improves dispatch accuracy, drastically reduces settlement disputes, and optimizes the balance of assets
and load obligations to improve dispatch accuracy and reduce risk. It features an open, object-oriented,
Web-based, native XML architecture – the most technologically advanced in the industry. It offers a secure
web platform for market accessibility and easy information exchange with market operators. Excelergy Trader
BackOffice makes it easy to integrate with risk management, general ledger and other application systems
while guaranteeing maximum scalability to handle the most demanding and complex transaction volume.
Excelergy® Trader BackOffice®
www.excelergy.com
[email protected]
Excelergy® Trader BackOffice® –
a Powerful Competitive Edge
• Provides powerful back-office process automation from bidding,
scheduling, and settlement to ISO/RTO market interface
• Leverages Excelergy’s object-oriented, Internet-based architecture,
utilizing open standards and XML to support the complexities of
physical markets with fast, easy configuration of new processes
and applications
• Eliminates error-prone manual spreadsheet management of
scheduling and bidding
• Manages energy markets, control areas, and transmission across
multiple markets
• Offers flexible, online checkout with market/grid operator and
counterparties – including counterparty self-service checkout
• Minimizes disputes with drill-down capabilities for line-item invoice
review and multiple searching
• Supports a wide range of data formats and protocols including
XML, EDI, FTP, HTTP(S), GISB EDM and digital certificates for
market connectivity
• Increases back-office productivity and efficiency while reducing
labor and overhead costs
• Integrates trading and generation operations, streamlines these
processes, achieves significant cost-savings, and generates new
trading opportunities
Superior transaction management
and exception handling for electronic
commerce across the energy value chain
Excelergy BusinessRunner™ provides the capability to establish a network of trading partners, links business
processes, standardizes electronic business transactions and workflows, and manages commerce within the
trading network in a secure environment. Excelergy BusinessRunner supports trading partner administration,
electronic transaction processing and management, transaction schema definition and validation, transport
and encryption, exception management, and automated exception handling. Excelergy offers turnkey services
automating customer enrollment, billing, trade capture, bidding, scheduling/nominations, and settlement data
flows for power and gas.
Excelergy BusinessRunner is an operational system for business users. Business users have the tools to
improve data integrity of back-end systems by automating exception handling. Excelergy BusinessRunner
provides online access to transactions and exceptions processed. This substantially simplifies and accelerates
the resolution of failed business transactions.
Our approach to automation and visibility throughout the transaction lifecycle pays immediate dividends in
the form of reduced staffing requirements for exception handling. The result is lower total cost of ownership,
increased corporate agility and the ability to fully leverage all corporate IT assets.
Excelergy® BusinessRunner™
10
www.excelergy.com
[email protected]
Excelergy® BusinessRunner™ Delivers
Value to the Business User
• Reduced headcount through greater automation
• Better management visibility and control over processes
• Robust internal controls in compliance with new government
mandates such as the Sarbanes-Oxley Act
Excelergy BusinessRunner Key Features
• Creates and manages real-time collaborative
business relationships via the Internet
• Automates complex business processes and
information exchange
• Serves as a primary gateway for mission-critical
data transactions across any national, regional, or
state boundaries
• Generates, accepts, translates, validates, and
securely transmits customer and business
transactions automatically among trading partners
• Minimizes data errors and inefficient processes
and provides detailed audit trails of all
transactions for verification and transaction
integrity
• Enables easy-to-use browser-based management
of critical business processes, transactions,
and exceptions
• Delivers interactive, 24x7 Web access to give
designated market partners a quick, efficient
and secure way to access and analyze a high
volume of financial transactions and billing
data in precise detail
• Employs rules-based transaction routing,
encryption, transformations, tracking and
acknowledgements based on specific market
requirements
• Offers lower cost of ownership and greater
control and ease of use versus outsourcing or
middleware/EAI tools
• Supports a wide range of data formats and
protocols including XML, EDI, CSV, FTP,
HTTP(S), GISB EDM and digital certificates
• Leverages a high performance Internet
architecture utilizing open standards and XML
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Maximizing profits and minimizing
risk in the creation and execution of
structured retail energy deals
With the combination of thin retail margins, complex pricing plans, and ever-present price volatility, creating
and executing complex retail deals demands perfect execution. Today’s retail transactions require the same
speed, precision, real-time transaction management, and straight-through processing that traders demand
in wholesale markets. Yet most energy marketers are still using the kind of manual, spreadsheet-based
processes that put their bottom line at tremendous risk.
Introducing a Better Way to Offer Commercial and
Industrial Customers Structured Pricing
Excelergy HedgeDirect™ is a real-time transaction management platform that provides complete automation
in the prospecting, quoting, execution, contracting, and confirmation of retail pricing for power and gas.
Excelergy HedgeDirect offers complete sales-force automation, minimizes manual errors, reduces time delays
between offer and execution, avoids disputes, and automatically enters retail positions into your billing and
wholesale trading system – all while providing detailed auditing for financial performance, commission plans,
accounting, and regulatory reporting. Excelergy HedgeDirect helps you to maximize profits and minimize risks
on all your structured pricing deals.
®
™
Excelergy HedgeDirect
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www.excelergy.com
[email protected]
Excelergy® HedgeDirect™ Components
Prospector
CurveMaker
Prospector delivers a smooth prospect-to-customer
transition by automating the entire customer
acquisition process. It provides everything you need
to set up an account, record customer interactions,
and generate proposals. Prospector enables you
to increase prospecting efficiency, generate new
revenue opportunities, and enhance customer loyalty
by giving your new customers a superior customer
experience from your very first point of contact.
CurveMaker allows you to build and maintain
dynamic forward curves for various pricing,
volatility, and weather components. These curves
are then used to automatically feed into the retail
pricing scripts within PricingWizard to provide
updated pricing at the customer level. You even
have the ability to upload pricing from existing
spreadsheets or trading systems.
PricingWizard
PricingWizard allows you to create and offer
unlimited pricing products and generate real time
customer quotes at the click of a button. Unlike
other pricing tools that use outdated proprietary
code, PricingWizard provides highly flexible
scripting capabilities that make it quick and easy
to create and update a virtually unlimited variety of
pricing products. The use of these products can
be centrally controlled to limit their use to specific
regions, delivery points, utilities, or even individual
customers. PricingWizard also lets you manage sales
representative and channel partner relationships
while providing the tools to automatically calculate,
track, and report even the most complex sales
commission plans.
ContractManager
DealCapture
With DealCapture, you can record all pricing
components in each individual deal providing
unparalleled audit ability and reporting
capabilities. DealCapture also provides automated
electronic transfer of all pricing data to your
billing, supply, and risk systems.
Meter DataManager
With Meter DataManager, you get a complete
data repository and archiving system offering
robust data validation, exception review,
correction, and weather normalization capabilities.
Meter DataManager is fully integrated with
Excelergy RevenueManager™ billing system and
can be integrated with third-party billing solutions
as well. This straight-through processing reduces
manual intervention and dramatically improves
accuracy.
ContractManager allows you to create, store, and
maintain electronic customer contracts using flexible
templates, which can be customized for specific
regions, products, or customers. ContractManager
also allows you to setup specific workflow processes
for contract and credit approvals and even provides
electronic confirmations with email notifications.
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The energy industry’s most flexible and
cost-efficient software platform for billing,
customer care and revenue management
Excelergy RevenueManager™ supports enrollment, account management, multi-site/multi-service billing,
pricing (simple and complex), payment processing, receivables management, invoice presentation and
messaging, credit and collections, web self-service, and TDSP settlements. Excelergy RevenueManager
provides complete automation and exception handling for billing methods common to retail markets (bill
ready, rate ready and pass through on retailer consolidated, utility consolidated, and split billing).
Energy companies face many challenges from a fast-moving and highly cost-conscious marketplace.
Excelergy RevenueManager allows energy companies to align systems and processes with the market
requirements introduced by restructuring and customer choice.
Excelergy® RevenueManager™
• Provides opportunities for growth by offering
sophisticated
• Drives down back-office costs through
native application
• Delivers timely and accurate bills by
anticipating and options for pricing and
personalization to commercial and remedying
the data integrity issues that are commonly
industrial customers encountered in
competitive energy markets
• Provides the flexibility to readily
adapt to evolutions in support of
competitive market processes from
customer the marketplace driven by
regulatory mandate and switch to TDSP
settlements competitive innovation
Excelergy® RevenueManager™
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www.excelergy.com
[email protected]
Excelergy® RevenueManager™ Key Features
• Supports convergent billing of multiple products
and services using multiple currencies and
languages across any national, regional, or state
boundaries
• Improves billing operations with ability to
manage large scale operations via a highperformance transaction engine
• Empowers utilities and service providers to
quickly launch new services through a business
rule engine, not expensive and time-consuming
code changes
• Delivers personalized invoices and messaging to
match individual customer preferences
• Delivers event-driven billing and advanced
collections capabilities to give you more control
over your revenues
• Offers flexible payment options including
payment by credit card, direct debit, and check
through standard billing or scheduled payment
plans
• Enables setup of automatic payments for
recurring bills or partial payments against bills
based on preference
• Integrates smoothly with existing systems,
middleware, proprietary applications, or other
data sources
• Enables targeting of specific customer or
groups with marketing programs to drive
additional revenues
• Supports unlimited rating choices by
managing interval data for any unit and any
time period
• Ensures a superior experience through a
comprehensive view of the customer via a
single database used to store and access
critical account and service data
• Empowers your customers to manage and
update accounts online and to retrieve
account summaries, view invoices, and
access recent transaction information and
meter history in either tabular or graphical
format
• Leverages an object-oriented architecture
based on open standards and XML
technology
Excelergy RevenueManager offers a single, consolidated transaction-level
customer view across all products and services
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Excelergy Corporate Headquarters
10 Maguire Road
Suite 111
Lexington, MA 02421
USA
+1 781 372 5000
Excelergy Europe
Koeweistraat 4
1st floor
4181 CD Waardenburg
The Netherlands
+31 (0) 418 657 444
[email protected]
www.excelergy.com
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www.excelergy.com
[email protected]