The OrionGO 8 Utility Billing

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1 OrionGO FOR STARTUPS BE FUTURE READY

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3 4 OrionGO 8 Utility Billing 10 Customer Relationship Management 15 Contact Us

4 OrionGO OrionGO is your complete system for utility billing and customer relationship management. Designed for startups and early stage ESCOs, OrionGO helps you to make the most of the opportunities that arise in rapidly changing, high volume utility markets. OrionGO s architecture offers flexibility and ease of use Tailored for any specific requirement Scalable to grow with you Fully supports electricity and gas products Meets all regulatory requirements for use in the ERCOT, NYISO and PJM markets 4 BE FUTURE READY As your business evolves, OrionGO evolves with you.

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6 The Core Solution DELIVER GREAT SERVICE AND BUILD STRONG RELATIONSHIPS OrionGO offers a suite of integrated services to energy ESCOs with the focus on speed and growth. Both Utility Billing and Customer Relationship Management integrate seamlessly to provide a complete picture of each managed customers. KEY FEATURES EDI Integration Growth & Sales Reporting Multiple Products Compliant Sales Tax Customer Engagement & Campaign Management Report Management Customer Maintenance Document Storage Management 6

7 IN THE CLOUD GET GOING IN NO TIME OrionGO has harnessed the power of the Amazon cloud (AWS) to achieve quick implementation times and provide you a robust, scalable and low cost solution. KEY FEATURES Modern web interface Log-in from anywhere Easily upgradeable as you grow Supported by industry certified experts 7

8 Utility Billing ALL THE FEATURES YOU NEED OrionGO is built to deliver the features you need to ensure your business runs smoothly. Its automated functions are designed to free you up for what s important; growth. Consolidated Billing Designed for Texas REPs who have customers with multiple sites, Consolidated Billing combines the billing data in to a single bill. Electricity and Gas Configurable billing exception management Allocating network and wholesale cost information against entities (Texas) Managing one-off and recurring charges Importing and validating meter reads (for Telcos and ISPs, call detail/isp usage records) 8

9 KEY FEATURES EDI Integration OrionGO is preconfigured to support many industry leading EDI solutions or you can save time and money and choose our preinstalled EDI solution. Growth & Sales Reporting OrionGO comes with 20 essential management reports which monitor billing exceptions, prospect loads and rejections as well as pending switch outs. These reports are used daily by our fastest growing clients and we ve made them available to you. Multiple Products From its product interface, OrionGO allows you to create multiple product offerings for electricity & gas providing the flexibility to create a total customer offering; a combination of price and Sign up bonuses Loyalty rewards Terms & Conditions Early termination fees Green energy offerings Compliant Sales Tax Accurate Sales tax calculations are vital to a successful ESCO, and getting it wrong is not worth thinking about. OrionGO integrates with industry leading sales tax engines to quickly provide sales tax data to your utilities. 9

10 Customer Relationship Management ALL-IN-ONE SOLUTION The OrionCRM is the core of OrionGO. Customer information is captured and displayed allowing instant and intuitive access to account history, pricing, call center and back office functions. The Client Wizard captures all information about the customer, the site they re moving into or switching to, and is fully customisable for each OrionGO installation. OrionGO web interface allows you to manage customer interactions from anywhere without the need for a desktop application. The interface is simple and easy to use. KEY FEATURES Customer Engagement & Campaign Management Communicate with your customers the way they want. Send messages right from the customer screen including SMS, , letters, welcome packs and marketing campaigns. 10

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13 Report Management Gain insights quickly with up to 20 pre-defined management reports most suited for fast growing companies. Customer Maintenance OrionGO is built with your customer in mind. Multiple accounts and sites each with a different service (gas and/or electricity) can all be consolidated on one bill. Customer contact details Customer interactions Products and services Calls & Activities Document Storage Management Keep all of your key customer documents close at hand saving relevant documents against each customer. Templates and form letters can be stored and generated ad hoc or automatically. The data can be downloaded and sent to your print house or via forms, mail merge with MS Word, welcome messages, products and services. 13

14 About Agility CIS Agility CIS provides proven cost effective billing and customer management solutions to companies on a global scale with bases from 1,000 to 1,000,000. Today over two million residential and commercial customers are billed using our systems. Since 1998, our systems have been helping our customers to make the most of the opportunities arising in rapidly changing, highvolume markets. At Agility, we understand that successful relationships are based on listening to our clients and delivering measurable results. We strive to develop strong relationships ensuring that we become an valuable part of your business. Award winning Engage is designed so that all your customer information is in one place. Attract and retain customers, close sales faster and maintain long lasting relationships with customers. Engage delivers an easy to use system which successfully manages your customer pipeline. Our Partners 14

15 Contact Us NEW ZEALAND Building 8, Level Great South Road Penrose, Auckland PO Box Meadowbank, Auckland enquiries@agilitycis.com AUSTRALIA Level Queen Street Melbourne 3000 USA 363 North Sam Houston Parkway East, Suite 790, Houston TX enquiries@agilitycis.com MIDDLE EAST FZ-LLC Office 2402A, Tower A Business Central Towers Dubai, UAE enquiries@agilitycis.com ext 254 enquiries@agilitycis.com

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