1. OASIS 2012 --- PROJECT COMPONENTS
2. Customer ACQUISITION
   1. PRE-SALES
      1. Credit Report/Qual. (3)
      2. VALIDATION MANAGER
      3. Failed Validations Repair Tool
      4. Duplicate Records Scrub
   2. POST-SALES
      1. "Build" Cust DB (from ESG) (2)
      2. eCommerce PAYMENT MANAGER (4)
         1. ACH
         2. Credit Cards
         3. eChecks
      3. Messages and Communications
      4. Auto Create Oasis Web Account
   3. Customer ACCOUNT MANAGER
      1. My_Account System
      2. Refer a Friend
      3. See Web Site for My Account Details
3. Customer SUPPORT
   1. "SAVES" Support Tools
   2. Knowledge Base Materials
   3. ADMIN access to "My Account" data
   4. Cust. Svc. Tools
      1. Trouble Tickets
      2. Referrals
      3. Payments History
      4. Usage
      5. Edit Profiles
      6. View Profile Data
   5. Automated Follow up Messages
   6. Notifications and Alerts
4. MARKETING TOOLS
   1. Sales Incentives
      1. Referrals
      2. PromoCodes
      3. Coupons
   2. Quotes & Beat my Rate
   3. Market Updates (Collateral)
   4. WebSite Management Tools
      1. Analytics
      2. SEO Support and Measurement
5. SALES / (CALL CENTERS)
   1. Enrollment Support
      1. Lead Management LOOK UP TOOL
   2. INDIRECT Sales -- (Future)
6. WEBSITE Main Site
   1. Geo-Locate visitor to Site
   2. Sign In / MyAccount System
      1. Custom View by MARKET
      2. View BILLING/USAGE History
      3. Make PAYMENTS
      4. REFERRAL credits
      5. Acct Profile / EDIT Acct
      6. Notifications/Alerts
      7. Payments Details
      8. Payment History
      9. Add New Location
   3. SIGN UP Gas and Electric / All Markets
   4. Customer Support
      1. Trouble Tickets
      2. Knowledge Base
   5. Industry, Market NEWS
   6. Beat My Rate
   7. SPANISH Version created
   8. Mobile Freiendly / Smartphone enabled
7. OTHER INTERNAL & EXTERNAL Systems
   1. (1) email
   2. ESG System
   3. (3) Credit Reporting
   4. (4) Payment Processing
   5. (5) 5DB PARSER (Next Gen)??TBD
   6. TBD
8. BILLING Manager
   1. Integration to ESG
      1. Payment Transaction Accounting?
      2. Account payment history
   2. 3rd Party Payment Processor
      1. Payment Processing ERRORS and EXCEPTIONS
      2. Integrate to Web (MyAccount) and ESG
   3. Billing Delivery Method
      1. email
      2. SMS Text
      3. Others TBD
   4. Collections
   5. Generate/Format Customer Bill
      1. Receive Usage, contract data
      2. Generate tables, graphs
      3. Produce customer bill
9. Oasis PRODUCT Manager
   1. Product PRICING PLAN Manager
      1. Prod ID/Version Control
      2. Revision HISTORY
      3. Applicable MARKET
      4. TYPE (Fixed, Variable)
      5. Billing Responsibility
         1. Utility Billing
         2. (Dual) Oasis Billing
      6. Cust Type (Residential, Comm'l)
      7. Docs Required / Send criteria
   2. [GAS and ELECTRIC separate systems]
   3. Subtopic 4
10. DOCUMENT/MESSAGE Managers (1)
    1. Message Library
       1. Templates
       2. eMail notices
    2. DOCUMENT MANAGER
       1. Dynamic Document CREATOR
       2. Document DELIVERY
       3. Document LIBRARY
    3. ALERTS and Notices
    4. Required Disclosures (By Market)
11. OPERATIONS Management
    1. Other PRODUCTIVITY Tools TBD
    2. Business RULES / LOGIC
       1. Required Disclosures/Documents
       2. Event Driven Interactions
          1. Renewal Notices
          2. Invoices avail for Review
          3. Past Due Notices
          4. Others TBD
       3. Dynamic Document Rules
          1. Market Sprcifics
          2. DOCUMENT affected
          3. VERSION to use
          4. EVENT trigger for ACTION
          5. MEDIA delivery format
          6. TIME of delivery
          7. Return/Follow up required?
       4. Alerts/Notices Logic
          1. EVENT Triggered
             1. Upon Sighup
             2. Others TBD
          2. Date/Calendar Triggered
             1. Renewal Notices
             2. Payments due/late
    3. DASHBOARD / Key Performance Indicators
       1. ALERTS
          1. Exception Notices OPERATIONS
          2. Exception Notices FINANCIAL
          3. Follow up tickler alerts
       2. REPORT MANAGER
          1. Pre-Defined _ Operations
             1. CREDIT Pass/FAil
             2. GROWTH Day-Week-Month
             3. Drops, Cancellations
          2. Ad-Hoc Drill-down
             1. By UTILITY
             2. By PRODUCT
             3. By Specific FIELD
          3. Pre-Defined _ Finance$
             1. Delinquencies, Collections
             2. Invoiced Revenue
       3. Acquisition ISSUES / KPI
       4. Customer Support ISSUES / KPI
    4. RISK / Planning / Pricing tools (TBD)