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• Attend Energy Manager Reporting 101 virtual classroom <br />Client Project <br />training or review equivalent help content <br />Client Project <br />• Review the top reports in Energy Manager <br />Lead <br />• How to break out individual facilities, groups of facilities, or the <br />Implementation <br />Reporting entire organization in reports <br />Specialist <br />• The difference between Line Item and Bill Date Proration <br />Other key client <br />reporting methodology <br />personnel <br />• Different output options for reports and saving reports for use <br />needed for Use <br />later <br />Case Tests <br />• Perform use case testing to ensure solution readiness <br />Client Project <br />• Enter 3-6 months of bill entries to confirm Accounts and <br />Lead <br />Meters setup correctly <br />Implementation <br />• Run Reports in Energy Manager to confirm data is consistent <br />Specialist <br />Use Case Testing Have representatives from various user roles login to confirm <br />and User they can execute job functions as expected <br />Other key client <br />Training <br />personnel <br />• End users access and review online help documentation <br />needed for Use <br />• Confirm users can access Energy Manager and perform <br />Case Tests <br />expected job functions <br />End Users <br />• Confirm goals defined during Kickoff Call have been met <br />Implementation Confirm database setup completion and readiness for use Implementation <br />Complete and Introduce ongoing Company resources Specialist <br />Project Close Close project <br />Client Project Lead <br />Excluded from Standard Implementation <br />The following services are not included with Standard Implementation: <br />• Evaluation of your current practices, policies and procedures for the purposes of performance <br />improvements <br />• Migration of data from other systems or locations <br />• Export of data to any other systems or third parties <br />• Bill Import Template Creation <br />• Historical Bill Population Service <br />• Utility Bill Population or Utility Bill Population Management Services <br />• Interval Data Recording and Interval Data Recording - Management Services <br />2 <br />