mass markets energy weekly project status update n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Mass Markets Energy – Weekly Project Status Update PowerPoint Presentation
Download Presentation
Mass Markets Energy – Weekly Project Status Update

Loading in 2 Seconds...

play fullscreen
1 / 34

Mass Markets Energy – Weekly Project Status Update - PowerPoint PPT Presentation


  • 167 Views
  • Uploaded on

Mass Markets Energy – Weekly Project Status Update. May 19, 2009. Project Status – Capital Projects. 8169 – NGSS Release IV. Project Scope.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

Mass Markets Energy – Weekly Project Status Update


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
    Presentation Transcript
    1. Mass Markets Energy – Weekly Project Status Update May 19, 2009

    2. Project Status – Capital Projects

    3. 8169 – NGSS Release IV Project Scope To deliver a Natural Gas Settlement System that will enable same day settlement of natural gas transactions. The Natural Gas Settlement changes are an industry mandated initiative. This project must be done in order for DE to remain compliant with Regulated market transactions. Accomplishments Last Week: • Reworked project plan and burn rate based on revised vendor estimates, and circulated plan for sign off • Continued Phase 3 transition – reprioritized defects in-flight and scheduled production implementation • Waiting for sign-off for BFR • Continued Design and development of scheduled components Next Week: • Receive sign-off for project plan • Receive sign-off for BFR • Design and development to continue Major Milestones PM: Julie Chin *complete project analysis conducted at start of project

    4. 8226 – US North Credit Card Program Project Scope It has become table stakes for a company to accept credit cards for purchases and transactions.  This project will enable DE US North Mass Markets  to obtain Credit Card payments from Customers utilizing an interface service being provided by Citibank. Accomplishments Last Week: • Requirements/Analysis/Design completed. DE is ready for project execution. Awaiting implementation resources from Citi and Metavante. • Engaged Citibank and Metavante regarding implementation scope and approach. Informed by Mike Beck (Treasury) that the implementation request has been sent to Citi/Metavante. • Approvals received from Tanis Kozak, Teri French and John Katsinos. Waiting for approval from Nathan Kroeker. Next Week: • Implementation/Project Kickoff (TBD) • Draft Integrated Project Plan (TBD) • Complete CAT Approvals Major Milestones PM: Ron Marano

    5. 8226 – US North Credit Card Program Project Scope It has become table stakes for a company to accept credit cards for purchases and transactions.  This project will enable DE US North Mass Markets  to obtain Credit Card payments from Customers utilizing an interface service being provided by Citibank.

    6. I8301 – Enbridge CIS Upgrade Project Scope Enbridge is currently in the process of integrating a new billing system (SAP) with its other systems such as EnTRAC. All customer rate classes (residential, commercial and industrial) will reside and bill on a single new billing system when the new billing system is implemented. Moving to a new platform will provide Enbridge with the opportunity to improve Customer contact, account and billing information maintained in their systems. As such, Enbridge will be in a position to improve upon the information they provide today to Gas Marketers. In addition to their billing system implementation, Enbridge will unbundle transportation tolls from its rate schedules. Accomplishments Last Week: • SIT / UAT: on track (PPT) • Gas Accounting: Build on Track & Testing: Data Conditioning completed • Net New: CCI Salutation inclusion: Testing in progress • CAT-A form: Full Funding in circulation Next Week: • SIT / UAT: Completes • Gas Accounting: Build completes; Testing on track • Net New: CCI Salutation inclusion. Validation in progress • CAT-A form: Full Funding in circulation Major Milestones PM: Joanna Moyssidis

    7. I8301 – EGD Gas Accounting Work stream Project Scope Enbridge is currently in the process of integrating a new billing system (SAP) with its other systems such as EnTRAC. All customer rate classes (residential, commercial and industrial) will reside and bill on a single new billing system when the new billing system is implemented. Moving to a new platform will provide Enbridge with the opportunity to improve Customer contact, account and billing information maintained in their systems. As such, Enbridge will be in a position to improve upon the information they provide today to Gas Marketers. In addition to their billing system implementation, Enbridge will unbundle transportation tolls from its rate schedules. Accomplishments Last Week: • Build: on track • Testing: Data Conditioning completed Next Week: • Build: completes • Testing: on track Major Milestones PM: Joanna Moyssidis

    8. 9010 Incumbent Billing Audit (Regulatory) Changes – Phase 1 Project Scope This work order will correct all of the non-compliant bill presentation items on the Incumbent platform. Phase I: updates to incumbent statement. (Phase IB: additional regulatory requirements, development work required. Phase II: bill enhancement to add rate per kWh to energy charge line.) Accomplishments Last Week: • Draft IPP created Next Week: • Confirm Regulus work begun on Phase I • Development estimates and design doc for Phase 1b begun • Present draft IPP for Phase 1 to Stakeholders for approvals Notes: Incumbent Phase 1b and 2 will be on separate project slides. Organic Audit expected to complete 5/18 week. Organic Billing Audit Changes will be a separate phase to 9010. Major Milestones PM: John Clitherow

    9. 8199 – Texas LIDA Process CCR1 Project Scope Lite-up Customer Report identifies Lite-up customers who have been charged a Late Payment Charge (LPC). Backoffice utilize this report to remove the LPC and keep DE in regulatory compliance. This report was functioning prior to R2, but has not been received since the upgrade. Accomplishments Last Week: • Additional requirements Next Week: • Finalize new requirements Major Milestones PM: Sheri Luong

    10. I9086 – Mass Markets Remediation: Texas Organic Project Scope This project will transfer ownership of credit card holder information to a third party payment vendor involved in the transfer is : TX organic market :business process changes, system changes, creation of new payment vendor gateway, selection of payment vendor Accomplishments Last Period: • Charter drafted and reviewed • BFR drafted reviewed • Initial vendor solutioning discussion held Next Period: • Vendor team engaged, handover requirements: May 15 • BFR approved by Business stakeholders May 20 • Citibank vendor solution architecture due diligence report : By May 22 • Vendor solution presented to DE on May 29 followed by: • a) approval by Business/IS by June 1 and • b) vendor detailed design by June 5 • Internal solution approved by 6/8 • CIS and Core Apps to deliver SRS/system design documents and final costs by June 26 • Vendor SOW/CAT form signed off end of June • Build start July 2, 2009 Major Milestones PM: Craig Harper

    11. I9084 – Corporate Customer Dashboard pilot Project Scope Build Verint automated IVR survey solution where customers are offered to take automated survey after concluding their actions with customer care. Project approach : Deliver first of 3 phases in a pilot project Phase 1 - Target just customer care call centers Phase 2 - BI solution and rollout to all remaining call centers/ call types Phase 3 - consolidated dashboard reporting Accomplishments Last Period: • IS engagement – approval of infrastructure sizing and effort estimate • BAC Approval • CAT form distributed for approval Next Period: • Vendor engagement, LOI / SOW approval and kickoff • Business team engagement, participation in survey / solution design and establish success criteria for pilot Major Milestones PM: Craig Harper

    12. 6095 – Risk Segmentation Phase 3 Project Scope Implement multiple collection timelines and related reporting in Peace Organic. Accomplishments Last Week: • Funding Approved • Development Complete • SIT Cycle I Complete • Press Release distributed to Front Office Next Week: • UAT in Progress • Reports Development in Progress • Training Guide for Back Office Approved • Revised Target Implementation Date is June 1st • Back Office training scheduled to begin on May 19th Major Milestones PM: Komal Karra

    13. 6095 – Risk Segmentation Phase 3 Testing Milestones Test Execution Summary Completed Last Week: Setup data to ensure all customers are assigned to a timeline Test timeline assignment change scenarios Scheduled This Week: Test DPP, EPP, LPC, Credit Hold, Other Scenarios.

    14. I9126 – Vectren Market Entry Project Scope This mass markets project is to complete a market entry to provide natural gas commodity service behind Vectren Energy Delivery of OHIO. This will include changes/enhancements to the Norman CIS to accommodate such entry as well as the necessary reports required to manage the initiative. This will also include engagement of the vendor ESG who currently handles EDI requirements for our US North markets. Accomplishments Last Week: • Presented to discovery 05/12/2009 • Pre-planning in progress • CAT finalized and submitted for approval. • New Manager for US North Utility/Vendor relations engaged. Next Week: • Project kickoff to be scheduled. Major Milestones PM: Ron Marano

    15. I9076 - Ranger Phase 2 - DEB/ERM Integration Project Scope The RANGER ERM project aims to integrate the newly acquired Strategic Energy ERM CIS platform into the RANGER revenue calendarization system. This integration effort is the final piece for a complete US view of calendarized data for both MM and DEBs. Accomplishments Last Week: • Held walkthrough of HLD • Began work on Detailed Design • Update project plan Next Week: • Continue working on Detailed Design • Close out ERM Scalar issue • Meet with Finance for clarification on control points Major Milestones PM: Yomi Fashoro

    16. Project Status – Life Cycle

    17. 9040 – CR-2009-13 Niagara/Pen West Merger Project Scope The OEB has approved the merger of Niagara Falls Hydro (ED-1999-0114) and Peninsula West Utilities Limited (ED-1999-0232). The new entity will be name 'Niagara Peninsula Energy' and will operate under the OEB license number ED-2007-0749 . Perform the required changed within our CIS to accommodate this amalgamation Accomplishments Last Week: • UAT and SIT completed Next Week: • CRF creation Major Milestones PM: Edgar Torres

    18. 9040 – CR-2009-18 Upload Tool Project Scope Need a tool that enable users to specify a note (PTJ) to be inserted against customers in Peace CIS. All attributes of the note must be available for users to either (a) select from a predefined list The customer accounts to be included into the note creation can be provided as an 'upload' to the process. Accomplishments Last Week: • Update requirements • Continue with Analysis/ Design Next Week: • Finalize Requirements • Finalize Analysis / Design • Create preliminary Project Plan Major Milestones PM: Rami Ayyad

    19. 9040 – CR-2009-02 Alberta Evergreen Renewals Project Scope Provide the ability to automatically pre-enter contracts for 100% of potential evergreen customers into Web Enrollment System (WES). This load will be based on information received monthly from I-Tek Accomplishments Last Week: • Continue development Next Week: • Finalize development • Start UAT • Define involvement of I-Tek • Create CRF and obtain approvals Major Milestones PM: Rami Ayyad

    20. 8022 CCR 3 – Automated Rate Changes and Bill Messaging Project Scope This CCR will create the automated process for notice period rate changes (formerly called Fixed to Variable), create last term invoice bill messaging, and QA validation updates for no notice rate changes. Accomplishments Last Week: Next Week: • Requirements Review April 13 Major Milestones PM: Karen Clarke

    21. 7046 – Remittance Automation Phase 2B – One Time Payments Project Scope Replace Online Resources (Princeton eCom) with Citibank solution for one time payments on Online Customer Care (OCC). Also, Migrate credit card processing from Nova to Citibank for recurring credit card payments on the Texas organic platform. Accomplishments Last Week: • Received data file conversion work order from ORCC. Delivery will be 5/22 • Project approved 5/14 by BAC to move from Life Cycle to CAPEX. Next Week: • Agreement between DE and Citibank (Contract to be signed – Mike Beck to do) • John Mangieri to provide site feedback. Marketing approvals expected 5/18 week. (Exclusions remaining to be completed.) Major Milestones PM: John Clitherow

    22. 7046 – Remittance Automation Phase 2B

    23. 7046 phase 4 – Electronic Remittance Services for Western Union, 3rd Party Collection Agencies, and other non-contracted payment vendors Project Scope Phase 4 will finalize the automation of all remaining 3rd party payment vendors supporting Direct Energy Organic customers on PEACE 8.08 and ISTA/MDU and Incumbent CPL/WTU customers on PEACE 6.3 for all Texas Mass Market CIS platforms. Accomplishments Last Week: • Completed Project Charter • Project Manager and Business Analyst assigned. Next Week: • Distribute Project Charter for approval • Create BRD Major Milestones PM: John Clitherow

    24. 8177 – Exceptions in Market Solutions Project Scope Market Solutions is experiencing exceptions and has requested that Exotran participate in testing and analysis of identified transactions. Peace. Accomplishments Last Week: • 814_08 testing fix implemented • Testing to validate 814_08 • SOW for EC Power Signed Next Week: • Determine Test Case Scenarios for Regression in 2.1 Environment • Target May 19th Testing Start Date • Complete Review and deletion of 814_07 requirement Major Milestones PM: Nancy Strickland

    25. 9024 PUCT Information Disclosure Rule Implementation Project Scope This project is necessary to implement and be in compliance with new rules established by the PUCT in the Information Disclosures rulemaking. Accomplishments Last Week: • Finalized and sent HLS to project team for final approval • Drafted slide deck for needed business decision Next Week: • Obtain executive approval of HLS • Get decisions from executive team on bill print options • Stacy to present deck, goal is 5/4 • Begin drafting technical design documents • Set completion date for analysis and design phase • Begin drafting IPP Major Milestones PM: Karen Clarke

    26. I9111 – Electronic Bill Presentment Project Scope This project creates Electronic Bill Statements for both DE ORGANIC RES & COMM accounts. Both English & Spanish, will be viewable on-line via DE Website B2C model "Your Account Manager" (known as Online Customer Self-Service or OCS). Accomplishments Last Week: • Requested Project Plan from Doculink 5/15 Next Week: • Hold project kick-off when DE IT resource assigned • Re-send out updated BRD for approvals by 5/18 • Doculink project plan – incorporate into IPP • Review IPP with DE IT and Stakeholders for approval Major Milestones PM: John Clitherow

    27. Project Status – Texas Bad Debt Life Cycle

    28. 9026 – Collection Fee (Organic) Project Scope Phase 1) Add a $10 collection fee to disconnect notice, Phase 2) collection fee suppression and related reports. Accomplishments Last Week: • Peace Organic Development Complete Next Week: • Doculink Development in Progress • SIT/UAT in Progress Major Milestones PM: Komal Karra

    29. 9052-(II)Require Deposit Prior To Enrollment Project Scope Modify the current Incumbent System Function to no longer bill the deposit on the first invoice, and instead, require that the deposit be paid prior to the 814 enrollment being sent. Accomplishments Last Week: • Initiated Process Only Training Delivery • Met for a discovery session with new requirement and enrollment stacking issue • Sent BRD for approval to business Next Week: • Request BRD approval again • Complete Training Delivery • Estimate against BRD AFTER approval of rules and requirements. • Begin IPP AFTER BRD approvals Major Milestones PM: Nancy Strickland

    30. 9058 – Collection Fee (Incumbent) Project Scope Phase 1) Add a $10 collection fee to disconnect notice, Phase 2) collection fee suppression and related reports. Accomplishments Last Week: • Finalized estimates for Incumbent development Next Week: • Incorporate Regulus estimates into plan. • Revise IPP delivery date. Major Milestones PM: Komal Karra

    31. 9053-Transfer of Service, Credit Check Prior to Enrollment Project Scope Require that all eligible Transfer of Service Optima Accounts be credit checked prior to enrollment, and assessed an initial deposit. The Call Center Agents will have to verify customer status prior to the assessment of a deposit. The tool to provide this data must be developed. Accomplishments Last Week: • Gathered Criteria for existing customers • Provided Jim S with rules from regulatory, and road blocks • Business Met with Regulatory and has been provided rules • Provided Credit Bypass data to Sponsor • Determined Optima will no longer build look up tool Next Week: • Meet to determine outcome of business approach, intent, 5/19 • Complete requirements based on regulatory constraints for the existing customer rules, and business approach/ intent, 5/20/09 Major Milestones PM: Nancy Strickland

    32. 8065a Phase2-(I) Skip Trace Action Project Scope Phase II will modify the inbound Skip Trace File to extract phone #s returned from Experian F1 databases. It will then update the dialer disposition code with new numbers, trigger Dear Occupant letter with C event posting for invalid numbers. Accomplishments Last Week: • Testing Completed • Test Results reviewed with Collections Team for impact Next Week: • Pre-Implementation Meeting for test results review 5.19.09 Major Milestones PM: Nancy Strickland

    33. 8065c – Skip Trace Actions for Organic Project Scope For Organic Outbound Collections Processes. current Skip Trace Actions will be updated. All dialer file scrubs will be reviewed for any additional changes required. Accomplishments Last Week: • Dialer file run-time was reduced from 8 hours to 2 hours based on SQL updates implemented 5/14. • Requested Cost estimates from DE IT, QA, and DBA. Next Week: • Update approved Skip Trace BRD with all dialer field scrubs requirements. Major Milestones PM: John Clitherow

    34. 8081 – Consolidate Payment Arrangements (Organic) Project Scope The objective of this project is to produce a standard set of compliant payment arrangement rules across all Texas Mass Markets billing platforms, ability to ask disconnected customers to reestablish credit before reconnecting and consolidation of updates to all letters that act as a disconnection notice. Accomplishments Last Week: • Completed review of BRD to address business rules • Update BRD with changes • Distribute to all platforms • Meet with business to review Dialer Requirements • Updated BRD v 2.2 for Business approval Next Week: • Business Approvals for updated Dialer Requirements needed, pending approval, BRD updated 5/18/09, send for regulatory final review • Vendor Selection for Call Blast determination Major Milestones PM: Nancy Strickland Transitioned 3.20.09