© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ENERCARE CONNECTIONS INC. (ECI)

TO SAAS OR PAAS?SELECTING THE RIGHT CLOUD APPROACH

PRESENTERS• Kevin Neild• Mark Polston

PLACE

• Austin, TX

CLIENT

• OUUG – CC&B

DATE

• March 2020

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ABSTRACT

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Enercare, Canada’s largest sub-metering service provider, along with their implementation partner, Red Clay Consulting, will share their considerations, thought processes and lessons learned in formulating a cloud strategy to migrate from CC&B on-premise and upgrade to C2M.

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

PRESENTERS

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Mark Polston

Managing Consultant

Red Clay Consulting

Kevin Neild

Vice President, Operations and Planning

Enercare, Inc.

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

AGENDA

• Introductions

• About Enercare Connections Inc. (ECI) & Red Clay

• Making the Pivot from CC&B to C2M

• Evaluating Cloud Options: SaaS vs. PaaS

• Takeaways & Considerations

• Conclusion

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© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

SHIFT THE LID

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© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ABOUT RED CLAY

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Leverage Oracle Utilities Cloud solutions to automate and

support critical meter-to-cash business processes.

Customer Solutions

Metering Solutions

Field Solutions

Commercial Solutions

Managed Services

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ABOUT RED CLAY

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− 20+ Years of Success

− First Oracle UtilitiesCustomer-to-Meter (C2M) implementation

− Zero Failures

We Help Utilities Confidently Meet the Challenges of

Today and Understand the Opportunities of Tomorrow.

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ABOUT ENERCARE CONNECTIONS INC (“ECI”)

• Supplies, installs and remotely reads meters to measure individual suite consumption of electricity, water, gas, and thermal energy in multi-residential buildings and commercial buildings

• Sub-metering equipment is owned by ECI (Triacta) and is integral to providing metering services to the occupant

• Installed 203,000 units across 1,500 buildings in 80 municipalities spanning many types of buildings, primarily in Ontario

• Clients can measure utility usage for each individual unit in their building (thus the primary connection between the utility and the end-user), proven to generate energy conservation up-to 40% savings

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© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ECI’S CURRENT STATE

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MDM Push Utility

- Windows Service (.Net)- Queries Bill

Ready Data from Esmart, ADM and

Utilismart-Also pushes data to CC&B based on

CC&B Reads request during

billing. MDM Reads Repository

ADMESMart

PrimeRead

Daily Batch

Daily Batch Batch/On-Line

CC&B

Nightly/On-Demand

Complex Billing

On-Demand

RevAssurance

Quadlogic

Report

Validations, Estimations (VE?)

Utilismart (External MDM)

PL/SQL Stored Procs

MDM Push Utility

MDM Push Utility

MDM Push Utility

Crystal Report (PL/SQL Stored

Procs)

MDM Reads Repository SOAP

Web Service (.NET WCF)

Quadlogic Meters are Dialed Into By PrimeReads

Software

- Triacta Meters FTP (Self Managed Meters)

- TAPWatch 2, 3 – Managed Software Dials Up to

meters and transfer Data-IQ – Managed Software

dials in to FTP and transfers data

Elster Meters Managed By Utilismart (upload to FTP)

GWF - FTPMV90 – Manually collected, MVRS ADM sync utilities will

parse FTP Files or Read from Managed

Software Databases

Utilismart – Multispeak SOAP

Web Service

Different Formats, Different Protocols, Different Standards

1. Electricity2. Water

3. Gas4. Thermal

Validations, Estimations and

Edits(VEE)

Complex Billing Allocation Model

Bill-Ready Readys

Billing of Allocated Meters

Common Area Remittance

Customer Care & Billing

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

MAKING THE PIVOT TO C2M – WHY?

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• Ultimate goal – deploy a solution that enables the business for continued growth

• Ability to scale system to meet the needs of a large meter population, continually growing 20% annually

• Consolidate multiple homegrown MDM systems, standardize usage validation & estimation processes into a single repository

• Consolidate and automate, manual business processes currently managed outside of CC&B

• Minimize extensions by adopting latest functionality

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

MAKING THE PIVOT TO C2M – HOW?

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Identify Key Pain Points

Analyze our Business

Processes

Create New Requirements

Change the Process not the Product

Map Business Processes to Base Product

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

WHY CLOUD?

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© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

SAAS VS PAAS COSTS - CONSIDERATIONS

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SaaS PaaSCCS / C2M Licensing

OPEX – CCSCAPEX - Perpetual

OPEX – Maintenance

Initial Upgrade CAPEX / OPEX CAPEX / OPEX

PaaS Hosting N/A OPEX

Ongoing Patching N/A OPEX

Upgrades N/A CAPEX / OPEX

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

DOLLARS AND SENSE!

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0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

$8,000,000

$9,000,000

Y0 Y1 Y2 Y3 Y4 Y5 Y6 Y7 Y8 Y9 Y10Years

C2M Annual Cost of Ownership

SaaS PaaS ECI Customer Base

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

DOLLARS AND SENSE!

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SaaS$12,140,000

PaaS$14,070,000

$10,000,000

$10,500,000

$11,000,000

$11,500,000

$12,000,000

$12,500,000

$13,000,000

$13,500,000

$14,000,000

$14,500,000

C2M Total Cost of Ownership (Discounted)

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ORACLE PAAS CLOUD TOOLING – C2M

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RUNTIME

MIDDLEWARE

O/S

VIRTUALIZATION

SERVERS

STORAGE

NETWORKING

APPLICATION

DATA

PLATFORM AS A SERVICE

Oracle Owns

Client Owns

Simple Provisioning

Back-up/ Recovery (HA &

DR)

High Security Automated DBA & Patching

DATABASE

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

ORACLE SAAS CLOUD TOOLING - CCS

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RUNTIME

MIDDLEWARE

O/S

VIRTUALIZATION

SERVERS

STORAGE

NETWORKING

APPLICATION

DATA

SOFTWARE AS A SERVICE

Oracle Owns

Client Owns

Simple Provisioning

Back-up/ Recovery (HA &

DR)

High Security Automated DBA & Patching

DATABASE

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

SAAS VS PAAS

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SaaS PaaSRelease Management Forces a discipline of

adopting latest releasesUp to ECI

Data Access Access is different(Data ownership still ECI)

Same as current solution

Configurations & Extensions

Need to be SaaS compliant(Latest tools, Groovy)

Same as current solution

Production Support Oracle monitors infrastructure

Same as current solution

Scalability On-demand elasticity Same as current solution

Functionality Early availability, more comprehensive, more

integrated/testedSame as current solution

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

THE DECISION: CCS (SAAS)

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Oracle’s Customer Cloud Solution (CCS) meets ECI’s goals

• Will lower operational expenses and reduce capital projects

• Ensure focus on core business, not application Infrastructure

• Stay current with latest releases

• Ensure adoption of new functionality

• Scale to support projected growth in submetering market

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

CONSIDERATIONS FOR SAAS

2020

Re-evaluate Reporting Methods

Stay Current, Automate

Testing

Adopt Base, Minimizing Extensions

Leverage New Functionality as

Released

Knowledge Acquisition of

SaaS Tools

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

TAKEAWAYS FOR EITHER OPTION

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• Get Help – from Oracle and a knowledgeable SI

• Considerations are important

• Re-evaluate existing practices

• Determine core organization competencies

• Select option that ultimately fits business goals

• Create a plan to adopt new strategies

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

CONCLUSION

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• ECI is planning for the SaaS solution

• CCS will provide:• Solutions to key pain points

• Consolidate meter to cash processes

• Opportunity to re-evaluate extensions

• Ability to leverage latest toolset

• ECI will focus on adopting base • Change the process, not the product

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d . 23

QUESTIONS?

© R e d C l a y C o n s u l t i n g , I n c . A l l R i g h t s R e s e r v e d .

CONTACT US

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Kevin Neild

Kevin.Neild@enercare.ca

Mark Polston

Mark.Polston@redclay.com

Red Clay Consulting

271 17th Street, Suite 610

Atlanta, GA 30363

(678) 445-3770

www.redclay.com