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- Portfolio Definition - Business Operational Structure, Cost Centres, Site Structure & Hierarchy
- Reporting Framework
- Stakeholders
- Data Capture Requirements (Account, Site, Building, Meter) & Naming Conventions
- Asset Configuration
- User Configuration
- Maintenance Process Workflow
- Data Importing
- Billing Upload
- Query Management
- Suppliers
- Price Per Unit
- Targets
- Data Migration/Load Strategy
- Data Extraction
- Mapping & Formatting
- Data Upload
- Validation
- Integrations
- Data Import Definition
- Data Import Configuration
- Finance System (Accounts Link)
- File Format Defining and Mapping
- File Development
- File Testing
- Data Import Definition
- Report, Storyboard, Dashboard and KPI Needs
- Definition
- Configuration
- Scheduling & Broadcasting - What Reports are Required by Whom, Distributed to Whom
- Bill Validation
- Supplier Review
- Supplier Bill Format Review
- Bill Element Validation Definition
- Validator Tolerances/Thresholds Definition (i.e. minimum query value)
- Validation Timeline/Deadlines
- Budgeting
- Energy Budget Input Definition
- Budget Input
- Training
- Need Assessments (by role)
- Training Plan
- Training Delivery.