Our Latest News

CEP 2017.9 Release

The September 2017 update updated the Pricing, ETRM and Valuation modules

• We have added a new Enrollments Web Service, allowing customers to utilize web pages and mobile apps to directly send enrollment requests into the platform.
• New Pricing Desk Lite role has been created for data-entry personnel.
• We have enhanced our Pricing Desk Close Deal functionality to support 3rd party billing systems.
• Added Hedge Deal Capture Wizard page, that walks users through data entry of the deal, speeding up the process while reducing errors.
• Retroactive hedge deals can now be entered into the ETRM module.

CEP 2017.8 Release

The August 2017 updated our Pricing, Billing, Valuation and ETRM modules.

• Credit Check - added new work flow for credit checking and approval.
• Experian - Support for automated Experian credit checking for commercial accounts
• Portfolio Invoices - Added the ability to generate Portfolio Invoices in both PDF and XLS formats
• Added additional support for Natural Gas account valuations
• ETRM - Added Hourly Hedge Performance export to review performance retroactively

CEP 2017.7 Release

The July 2017 update enhanced the Pricing Desk and Billing modules.

• Added additional checks to ensure the timeliness of Futures Data feeds.
• Added support for EDI processing for Massachusetts Utilities.
• Redesigned Dual and Portfolio billing process for ease of use.
• Added the ability to save details of the price calculations for audit purposes

CEP 2017.6 Release

The June 2017 release focused on updating the Core Platform

• The Web interface has been refreshed allowing hot-keys to be utilized in place of mouse clicks in many areas.
• The built-in scheduler has been updated improving the number of concurrent jobs that can be processed, greatly increasing the speed of the jobs.
• By clicking on any field within the system, help text will display.

CEP 2017.5 Release

The May 2017 update enhanced Pricing Desk modules.

• Added numerous adjustments to customize your Matrix or Rack pricing.
• Enhanced EDI capability allowing quick Pricing in New York, New England, PJM and ERCOT.

CEP 2017.4 Release

The April 2017 update added 40+ features plus the new Portfolio Valuation application.

• The Portfolio Valuation app automatically values your electric and natural gas portfolio daily. Providing timely metrics into the value of your book or quantifying the details of your borrow base.
• Forward Gross Profit + Mark to Market = Portfolio Valuation

CEP 2017.3 Release

The March 2017 update added ETRM - Energy Trading and Risk Management app

• Deal Capture
• Position Management
• Credit Management
• Mark-to-Market and VaR
• Integrated with Forecasting and Pricing Desk applications

CEP 2017.2 Release

The February 2017 update added the IOT for Energy app

• The Internet of Things for Energy, Meter Data Management or Data Collection - no matter what you call it, we collect data from your energy related assets in the field.
• Revenue Grade meter data collection
• Real-Time Status
• Integrated with Field Service
• VEE
• Real-time devices, MV-90, IDR, FTP and more interfaces

Converged Energy Platform 2017 Released

The 2017 update of the platform is our annual major update of the platform.

• New ETRM - Energy Trading and Risk Management app has been added to the platform.
• The app has been optimized for use by electric and natural gas Retail Energy Providers.

CEP 2016.12 Release

The December 2016 update enhanced the Pricing Desk and base application.

• The EDI interface to our Pricing Desk has been enhanced and completely automated.
• Administrative level users can now change roles on the fly.
• Support for New York - Renewable Energy Credits and Zero-emission Credits in Pricing Desk and Billing apps.

CEP 2016.11 Release

The November 2016 update added 45+ features that included:

• Automatic download and import of NYISO Capacity auction results.
• Billing - Added new Accounts Analysis View "Expiring Accounts Next 90 Days" option.

CEP 2016.10 Release

The October 2016 includes over 50+ features and innovations including:

• Updated Work-flow Processing in Billing and Pricing modules.
• Pricing Desk - Added support for the New York Clean Energy Standard (REC and ZEC).
• Sales Managers can now import call lists from CSV.

CEP 2016.9 Release

EDI - Pricing Desk

• The EDI interface to the Pricing Desk module has been enhanced.
• 814 Request for Historical Usage transactions are sent and 867 Historical transactions are processed automatically and seamlessly.

CEP 2016.8 Release

The August 2016 update enhanced the interval data processing in the Pricing Desk and Billing modules.

• Pricing Desk - the system automatically downloads and imports any interval data required to price an opportunity.
• Billing - when interval data is required to bill a customer, the system will download and import the interval data needed.
• No User intervention or manual uploading is required.

CEP 2016.7 Release

The July 2016 update completely refreshed the billing module

• New Billing Dashboard, showing all open, completed and pending billing items.
• Rate Ready, Bill Ready, Dual and Portfolio billing support.
• Automated commission calculations and reporting.
• Advanced billing options.

CEP 2016.6 Release

The June 2016 updated added our new Executive Dashboard module.

• Up-to-date (AR) Accounts Receivable, (UR) Unbilled Revenue and borrowing base.
• View Sales by Period, Market, Utility, Contract Type, Customer Type and more.
• View (RCE) Residential Customer Equivalents, Churn rates and more.
• Quick view of your estimated book value.
• Better understand your business's direction by viewing metric trends over time.
• View your sales pipeline, close ratios and more.

CEP 2016.5 Release

The update enhances the Sales/Broker portal of the platform.

• Salespeople and Brokers can submit single and portfolio price requests from the field.
• Complete pricing and contracts are distributed to the salesperson / broker in minutes.
• Integrated with Pricing Desk and Sales Management apps.

CEP 2016.4 Release

Utility Sync file automation support

• For utilities that provide an Account Sync File on their portal, the platform will automatically download the Sync files and import them.

CEP 2016.3 Release

The March 2016 added Outbound Call List management features

• Import call lists for outbound call management.
• Track outbound call activity and to dos.
• Automatically generate price quotes with integration with our Pricing Desk app.

CEP 2016.2 Release

The Sales Management application has been updated.

• Pipeline Management - From List to Prospect to Customer and everything in between.
• Pricing Desk Integration - Automatically generate price quotes and contracts for prospects.
• CRM - Track inbound and outbound customer care and to-dos
• Sales Analytics - Visualize sales, win rate, sales cycle timeline and more.