Enacto BACS offering
Ethan D
Created on January 3, 2024
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Transcript
Initial costs / development time and investment
Potential customer base
New and HBOC
Survey
Quote
Invoice
Onboarding
Enacto BACS Offering
The Customer's Journey
Account growth
First Contact
+ INFO
+ INFO
+ INFO
+ INFO
+ INFO
+ INFO
The customer's hardware sends its readings to the Niagara system, iQ Vision
Trend hardware into iQ Vision
PowerBI can recieve the live data from Enacto to fill in
EnactointoPowerBI
We need to develop a connector to translate the data from Niagara into a format Enacto can read
iQ VisionintoEnacto
We can create templates for customer reports (such as a BACS compliance report)
PowerBIintoCustomer Reports
which will export and email the report to desired recepients with custom regularity.
Enacto BACS Offering
Niagara Connector
cost vs benefit / conclusion
The customer can submit their survey document, plus add any extra support the customer requests, into a Quote Calculator.The results of this calculator will be sent to Enacto's Acount Management team who can review quotes, reach out to the customer to confirm and create a customer PO, and begin the process of onboarding the customer to the product.
The Quote Calculator will be a tool integrated to the BACS offering homepage, so potential customers can easily see what information is needed, and what all the support options Enacto can provide.
Creating a Customer Quote
The quote calculator is something that needs creating from scratch, and if possible be embedded into the Enacto webpage.
We make the connection to their energy metering system, using the formatted survey to create the backend structure. For brand new customers this may require us to install hardware. For current Honeywell customers this will require Niagara Integration.
Customer onboarding
Thanks to our quote calculator, we'll already have most of the information needed, simplifying our ability to invoice the customer.
Invoicing the customer
We will create a homepage for customers to be directed to where we will be able to highlight the simplicity of using Enacto to report energy useage.
Either through the work of the sales team, or as a natural discovery, a new customer learns about the Enacto BACS offering.
A new customer
Once we have a customer onboard and using the BACS solution, our account management team can introduce the customer to the other products and services Enacto has to offer.
Account Growth
- Number of meters
- Each meter's unique ID
- Each meter's type or purpose
The first step is for the customer to communicate to us their requirements. In order to do this we need to know:
Survey
The customer can either provide this information diretly to us, we can perform a physical survey, or we can pull the information from their system.The information from the survey is then compiled into a single document with the correct formatting to seamlessly integrate the customer into the Enacto system.
For existing Honeywell customers there is the potential to get all the required information needed directly from IQ Vision/HBOC/Niagara.