Powerful customer analysis and rate design
Empower your analysts to accomplish a range of critical objectives with no technical expertise or IT support. UIPlanner’s spreadsheet-like flexibility is powerful enough to do bill modeling for your entire customer population and evaluate the effect of rate changes.
CASE 1 Communicating Customer Impacts
Facing incomplete stories in the local press, our client was under intense pressure to clarify customer impacts of a proposed rate change. However, existing tools limited analysts to modeling rate impacts in aggregate, leaving them unable to guarantee that proposed rates would meet this objective across the entire customer population.
UIPlanner’s integrated Rate Design and Bill Calculation Engines provided instantaneous access to proposed pricing and comprehensive bill impact analysis prior to the filing.
Segmentation capabilities allowed reporting impact by customer group and other key segments.
Browser-based customer dashboards gave account managers user-friendly access to explanatory graphs and reports with full drilldown transparency into each calculated charge.
UIPlanner and PlannerDash functionality allowed account managers to begin their customer outreach with key accounts concurrent with the rate case filing. Prompt and accurate information promoted key account confidence, supported customer satisfaction and led to a smooth rate case and settlement process for all parties.
CASE 2 Preventing Revenue Erosion
Looking to leverage their advanced metering infrastructure (AMI), our client was exploring new time-of-use rates but was concerned high customer adoption could cause significant revenue loss. Confronted with massive volumes of smart-meter data, analysts lacked sufficient tools to effectively model revenue migration.
UIPlanner’s analyst-driven Calculation Editor enabled modeling of experimental TOU tariffs and billing determinants over 15-minute interval meter reads.
Proposed pricing from the integrated Rate Design Engine was used to rapidly re-calculate all customer bills across all tariff options, identifying the new best-fit rate for each account.
User-defined migration rules determined the specific accounts expected to adopt new time-of-use rate options and the precise resulting impact on revenue.
The utility leveraged its analysis to obtain fair and accurate revenue recovery which incorporated multiple time-of-use options, meeting customer and commission goals, while maintaining a high degree of confidence in the stability of future revenues.
CASE 3 Designing Better Rates
With growing penetration of distributed solar across their service territory, one of our clients was seeking to increase fixed charges while avoiding adverse customer impacts that might hinder rate approval. However, existing tools limited analysts to modeling rate impacts in aggregate, leaving them unable to guarantee proposed rates would meet this objective across the entire customer population.
UIPlanner’s flexible Rate Design tools applied analyst inputs and system calculated billing determinants to re-allocate revenue from variable to fixed charges, while maintaining target revenue by customer-class.
The integrated in-memory Billing Engine rapidly re-calculated all customer bills using test-year usage across multiple proposed pricing scenarios.
Powerful frequency distribution analysis identified customer segments with disproportionate bill increases, allowing rapid revision of rate design to smooth impacts while maintaining target outcomes.
Our client was able to design prices that they could confidently demonstrate would not unfairly affect any customers, ensuring higher customer satisfaction while addressing commission concerns.
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