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Prepared for

Sean Holland of

Hudson Energy

Cloud based, integrated

CRM/CIS/Billing Solutions

with Advanced

Reporting & Analytics

June 22, 2016

Executive Summary

• This brief contains a potential solution and timelines for Hudson

Energy’s utility billing and commission needs for the following

markets:

o Canada

• We have also included some of our client testimonials and a feature

summary of our integrated suite along with a feature roadmap

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Client Testimonials

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“We see the value in having one vendor for every aspect

of our solution. emPower’s fully integrated EDI combined

with advanced automation allows us to run 10K + services

per Operations agent.” John Spicer, President (Breeze Energy)

“ePsolutions’ strong ties with both ERCOT and PUCT

ensured a smooth & efficient navigation through the

complex process of serving today’s commercial market.

With robust reporting and TDSP payment module,

balancing my books is no longer a pain. I’ve been with

ePsolutions since 2004 and we have consistently received

a 5-star rating for Customer Satisfaction by the PUCT.”

Tamela Armstrong, Operations Manager (Alliance Power)

“ePsolutions provides the best customer support, hands

down! Unlike other solutions that promise more than they

can deliver, ePsolutions actually comes through with

everything they promise. emPower provides unmatched

insight into the market and my clients.”

Sharon Litke, VP of Operations (Penstar Power)

“ePsolutions’ offering has more functionality than anyone

else in the market. emPower scales seamlessly as your

business grows and your needs evolve. We love that our

customers can view their usage, make payments and

manage their accounts through the emPower customer

portal.”

Robert Schleider, Vice President (Circular Energy)

“The emPower system’s implementation was

uncomplicated and allowed quick entry into an otherwise

complicated market. Using ePsolutions’ premier solution,

we have been able to simplify our business process in

order to reduce costs and increase efficiencies.

Trey Clark, Market Manager (Xoom Energy)

“We selected emPower as we found it to be the fastest,

most intuitive and most effective billing and EDI solution in

the market. ePsolutions’ smooth, seamless onboarding

process made our transition to their platform a simple,

painless process.” Leylis Suarez, Director of Operations

(American Light & Power)

Features Summary

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Acquisition made easy with our self serve

device ready enrollment journey. Broker

Portal allows for lead tracking, contract

submission and enrollment.

Real-Time EDI/NAESB

Service with full SMT

integration provides instant

market transactions and

reliability.

Prepaid & Postpaid billing with

Fixed, Flex and Float pricing

capabilities. Use Taxing powered

by Wolters Kluwer CCH.

Payments and Collections made

simple with auto draft capabilities

and self serve instant payments via

our fully branded Customer Portal.

Template based notification

platform provides constant contact

with support for SMS, IVR and

Email.

Customers are provided insight into

usage consumption, account

maintenance and customer support

access via the customer portal.

Commission tracking and

payments via our Broker Portal

reduces calculation errors and daily

Broker communications.

Automated contract renewal

system allows Brokers and REPs

to be proactive and reduce churn.

While improving customer

relations.

Our robust reporting solution allows

access to over 200 standard

reports including regulatory PUCT,

Accounting, Sales & Use Taxes,

Acquisition and Forecasting.

(Refer page 11 for detailed feature list)

ePsolutions Product Roadmap

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Localization Roadmap & Timelines

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Integrated, Cloud Enabled Customer Engagement Platform

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Hudson

Best customer support in the industry

1. Market Acceptance Testing

2. Migration

3. Training & On-boarding

4. 24/7 Production Monitoring

5. Direct Line Support

6. Email Support

7. Community Portal & Idea Portal

8. Professional Services

9. Business Development

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About Us

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ePsolutions began in 2004 by working directly with

Energy Providers to build and implement our

solutions. We work closely with the market to help

define best practices and establish market rules

for the industry. We are a company who partners

with our clients to establish a long lasting and

mutually beneficial relationship.

Next Steps

We believe that there is excellent synergy between ePsolutions and

Hudson Energy for a long term mutually beneficial relationship.

We recommend the following next steps:

1. Schedule a call to discuss deck

2. Set up demo of emPower (EDI/CRM/CIS/Reporting & Analytics),

emSigner (Inbound Customer Acquisition) & Verzana (Outbound

Customer Acquisition)

3. Identify features from the roadmap that need to be accelerated to help

Hudson Energy

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Detailed Feature List

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Features Summary - Acquisition

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Function Product Stack Feature

Acquisition emPower

emSigner

Verzana

1. Promotions

2. Enrollment Code (Brokers)

3. Lead Generation & Tracking

4. Contract Management

5. Contract Submission (DocuSign)

6. Self Service Customer Enrollment Journey (Device

Ready)

7. Paperless solutions

8. Value Add

9. REST API Access

Features Summary - Market

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Function Product Stack Feature

Market emPower

1. Full Real-Time EDI

2. NAESB

3. Smart Meter / MDM / Meter Direct Read

4. Real-Time Service Orders

5. Rule Based Auto Disconnect & Reconnect

6. Notification System (SMS, IVR, Email, Postal)

7. Carrier Payment System

8. Market Moratorium

9. Regulatory Assistance Programs Support

10. Alert Monitor (Market Exceptions)

Features Summary - Invoicing

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Function Product Stack Feature

Invoicing emPower 1. Prepaid, Postpaid

2. Residential, Commercial & Multi-Family

3. Fixed Pricing

4. Flex Pricing

5. Float Pricing

6. Taxing – Wolters Kluwer CCH

7. Rebates

8. Time of Use

9. Average Billing with True Up Reconciliation

10.Net Metering

11.Multi Service

12.Dual Billing

13.Customer Level Billing

14.REST API Access

Features Summary – Invoicing Attributes

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Function Product Stack Feature

Invoicing

Attributes

emPower 1. Usage Charges

2. Carrier Pass Through Charges

3. Event Charges

4. Recurring Charges

5. Non-Recurring Charges

6. Document Management

7. Contract Terms and Definition

8. Independent Notification Template Mapping

9. Credit Check Capabilities

10. Tiered Deposits

11. Tax Configuration

12. Lease/Loan Installments

13. Behavioral Credits

Features Summary - Payments

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Function Product Stack Feature

Payments emPower

Customer Portal 1. Auto Draft

2. Payment Profile

3. Deferred Payments

4. Pledge Payments

5. Courtesy Payments

6. Authorize.Net CC/ACH

7. Ace Cash Express

8. Chase LockBox

9. Fidelity Express

10.MoneyGram

11.Western Union

Features Summary - Notifications

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Function Product Stack Feature

Notifications emPower

Customer Portal

emSigner

Verzana

1. Product Template Notifications

2. Support for SMS, Email, IVR & Postal

3. Blackout Window Support

4. Account Notifications

5. Market Notifications

6. Welcome Package

7. Billing

8. Late Fee Notice

9. Disconnect Notice

10.Payment Notice

11.Supplier Payments

Features Summary - Engagement

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Function Product Stack Feature

Engagement emPower

Customer Portal 1. Account Maintenance

2. Payment Profile Management

3. Payment One-Time & Recurring

4. Usage Consumption

5. Invoicing History

6. Notification History

7. Payment History

8. REST API Access

Features Summary - Commissions

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Function Product Stack Feature

Commissions Verzana 1. Broker Portal

2. Daily Price Matrix

3. Lead Generation & Tracking

4. Contract Management

5. Contract Submission

6. Commission Management

7. Dynamic Product Creation & Enrollment

8. Enrollment Code Support

9. Broker Territory Mapping

10.Dual Mapping Support

11.Commission Payments

12.Reporting Payments and Commissions

13.Performance Dashboard

14.REST API Access

Features Summary - Reporting

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Function Product Stack Feature

Reporting emPower

Verzana 1. Regulatory Submission

2. Account (Deposits, Market Transactions,

Payments, Notes & Overview)

3. Accounting (Ledger, Invoices, Taxing, Balances,

History, Installment Plans, Payments, Deferments,

Invoiced & Un-Invoiced Revenue & Service

Provider Invoice)

4. Market (Usage, Reconciliation, Disconnects,

Reconnects, Transactions, Alerts & Anomalies)

5. Customer (Acquisition, Churn & Renewal)

6. Broker Performance

7. Broker Commission Tracking

8. Broker Payment Tracking

9. 200+ Standard Reports

Features Summary - Renewal

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Function Product Stack Feature

Renewal emPower

Verzana 1. Cascading Products

2. Contract Term Notification

3. Contract Renewal Process

4. REST API Access