Estate Setup

This section of the user manual will support you in defining your required estate configuration in Sigma, data set up, data importing and on going maintenance. See Defining Your Utility Portfolio section of this Online User Manual.

We are happy to support you in this process by providing a business analyst to work with you. The Sigma Set Up Service includes:

  • an on site consultation with an TEAM Project Manager
  • an appraisal of your current needs as they relate to your Sigma license agreement
  • estate definition and sigma configuration requirements
  • an action plan for setting up your Sigma database to maximise your Sigma value and energy management capability.

For further details and a quote please contact your account manager.

Key Setup Tasks:

  • 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
  • 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.