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Resource Advisor
OVERVIEW
Access Your Data                                                                  Resource Advisor Features
Resource Advisor is Schneider Electric’s enterprise-level StruxureWare software   Customizable Homepage
application and part of the EcoStruxure architecture. Resource Advisor provides
                                                                                  Site Dashboards
secure access to data, reports and summaries to drive your energy and
sustainability programs.                                                          Localized Preferences

Resource Advisor’s standard features provide plenty of functionality, but some    Data Entry Module
users require additional customization to meet their specific needs. We work
                                                                                  Commodities Forecasting
with you to build Resource Advisor to the specifications you prefer. You won’t
pay for features you won’t use, and you’ll have the ability to personalize and    Market Pricing
configure your experience for maximum efficiency.
                                                                                  Data-Driven Analysis

                                                                                  Cost & Usage Reporting

                                                                                  Interactive Map

                                                                                  Summary Data

                                                                                  Custom Reporting

                                                                                  Sustainability Homepage

                                                                                  Carbon Emissions

                                                                                  Data Collection

                                                                                  Environmental Metrics

                                                                                  Carbon Inventories

                                                                                  Invoices

                                                                                  Goals & Forecasts

                                                                                  Project Management

                                                                                  Recommendations

                                                                                  Hedge Reporting

                                                                                  Savings
Audited. Verified. Accurate.
                                                                                  Variance Reporting
Resource Advisor combines quality assurance and data capture capabilities         Business Analytics
into one energy and carbon management solution. Enterprises that depend
on audited and verified data that other software or internal spreadsheets can’t   Environmental Trading
guarantee will appreciate Resource Advisor’s uncompromising approach to
data accuracy.                                                                    Sub-Sites

                                                                                  Meter Integration




866.90.SUMMIT                                                                            summitenergy.com/resourceadvisor
Customize Your Experience
                           Resource Advisor can be customized to meet your needs and configured to your unique preferences.
                           While Resource Advisor arrives with plenty of new features, you only pay for the functionality you need
                           to achieve objectives. Resource Advisor can be further configured by multiple users with easy-to-add
                           widgets throughout the site.

     1   Customizable Homepage                                                     3   Sub-Sites
    Resource Advisor gives each user within your enterprise the ability to        See your data at a more granular level and make comparisons
    customize a personal dashboard with frequently accessed reports,              within a single facility with the Sub-Sites Upgrade. Then, benchmark
    projects, budgets and more. Whatever your interest, drag and drop             information that you define, such as production levels, sales volume
    widgets to design your dashboard.                                             by department or energy usage by area.

     2   Site Dashboards                                                           4   Data Entry Module
    Your individual sites also come with their own dashboards.A simple           Resource Advisor gives you the flexibility to manually enter data
    click takes you to a site detail page where you can quickly access all        that’s important to you. Sales volume, units produced, employee
    information for a specific site.                                              count. You decide. The Data Entry Module also provides data
                                                                                  validation in real time. When validation tests identify inaccurate or
    Localized Preferences                                                         incomplete data, Resource Advisor alerts the user to either amend
                                                                                  or approve the data. Then, the module tracks all changes to data
    In addition to customization options for currency and units of measure,
                                                                                  entered and provides details of validation tests and user approvals
    Resource Advisor can be independently configured by each user and
                                                                                  for failed tests.
    accommodates more than a dozen languages.


1                                        2                                    3                                       4




                                Monitor the Markets
                                Summit’s energy analysts model key futures markets and dozens of energy index points across the
                                globe. This analysis and information populates special updates aimed at keeping you well-informed
                                of market opportunity and market risk.




Commodities Forecasting                                Market Pricing                                     Data-Driven Analysis
Summit models key commodities to arrive at             Timely updates on pricing and market               Summit provides data-driven analysis for
probabilistic outcomes for future price levels.        developments support our recommendations           global energy commodities and renewable
                                                       and keep you abreast of price trends.              markets to enable sound decision-making.




              Resource Advisor
Know Your Spend  Usage
    You and your stakeholders need accurate, timely spend and usage information. Resource Advisor
    delivers a robust set of tools to help collect, analyze and report on your cost and consumption at
    the macro or micro level.


            Cost  Usage Reporting                                                          Summary Data
            See snapshots of spend and                                                      Resource Advisor lets you not
            usage across your enterprise                                                    only access summary data, but
            within the divisions or site groups                                             specific site information also.
            you specify.                                                                    Quickly drill down to specifics
                                                                                            for any site or meter.



            Interactive Map                                                                 Custom Reporting
            An interactive map powered by                                                   Custom reporting tools let
            our extensive database displays                                                 you build virtually any report
            the latest activity for each site with                                          imaginable. Reports can be
            one-click access to all details.                                                sent automatically on a
                                                                                            schedule you specify.




    Control Your Environmental Impact
    Facing pressure from around the globe to curb emissions and become more efficient by reducing water
    consumption and waste, companies require accurate and timely environmental reporting. Resource
    Advisor allows you to establish and track your carbon, water and waste footprints and communicate the
    results of your reduction efforts to key stakeholders.

1               2
                                                      1   Sustainability Homepage
                                                     The sustainability homepage provides a snapshot of your emission
                                                     profile and serves as a centralized tool to communicate corporate
                                                     goals and missions.




                                                      2   Carbon Emissions
                                                     Carbon emissions are reported and segmented by source, scope and
                                                     pollutant and can be indexed to various metrics you specify.




                                                      3   Carbon Inventories
3               4
                                                     Control your carbon footprint by building and managing multiple
                                                     inventories for different sets of facilities or objectives. You’ll have access
                                                     to a library of emission factors necessary to comply with and report to
                                                     governing bodies around the globe.



                                                      4   Data Collection
                                                     Data collection summaries allow you to quickly see where data is
                                                     complete and where more information is required.




               866.90.SUMMIT | summitenergy.com/resourceadvisor
Track Performance
                              Resource Advisor lets you track your energy and sustainability program’s performance across a
                              number of criteria. You also can keep track of savings and cost avoidance opportunities Summit has
                              harvested on your behalf.

     1   Hedge Reporting                                                         3   Environmental Trading
    Hedge reporting and intuitive site callouts keep you apprised of your       Optimize your environmental hedge positions on carbon, renewable
    risk management program performance.                                        energy and emissions credits. You have the ability to input progress
                                                                                on key trading programs and forecast financial impacts.
     2   Business Analytics
    Use drag-and-drop functionality to configure charts by selecting the         4   Savings
    facilities and metrics you want to track and benchmark against each         Savings reports allow you to analyze the financial impact of
    other with the Business Analytics Module.                                   initiatives and recommendations made by Summit.

1                                       2                                   3                                    4




                               Manage Projects  Scenarios
                               Resource Advisor puts key documents and projects at your fingertips with the Projects  Scenarios
                               Module. Built-in project warehouse and scenario planning components are enhanced by goal setting
                               and forecasting functionality, which allow you to see potential impacts prior to inception. Resource
                               Advisor also delivers easy access to invoices, contracts and documented recommendations.

                                                                                         Invoices
                                                                                         With Resource Advisor, your energy invoices are
                                                                                         quickly accessible. Easily view, print or save invoice
                                                                                         images from various places within the site.



                                                                                         Goals  Forecasts
                                                                                         Create goals at any level in the enterprise and monitor
                                                                                         progress toward completion. Resource Advisor lets
                                                                                         you communicate to key stakeholders whether your
                                                                                         goals are qualitative or quantitative.
Projects  Scenarios
Create your own projects to track metrics
and enter key milestones. Project scenario                                               Recommendations
planning lets you display abatement curves                                               Summit puts a stake in the ground and makes
and visualize project impacts. Connect your                                              independent and unbiased recommendations, then
projects to goals and forecasts, assets or                                               thoroughly documents them in various forms.
other enterprise details and manage the
progress of your projects with ease.
Manage. Know. Track. Monitor. Control. Customize.




                   Test Drive Resource Advisor
                   Whether its standard features meet your needs or you prefer a
                   more customized user-experience, you’ll find Resource Advisor
                   a fast, flexible business tool.


                   To schedule a demonstration of Resource Advisor:
                   866.90.SUMMIT or visit summitenergy.com/resourceadvisor

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Resource Advisor Overview

  • 2. Access Your Data Resource Advisor Features Resource Advisor is Schneider Electric’s enterprise-level StruxureWare software Customizable Homepage application and part of the EcoStruxure architecture. Resource Advisor provides Site Dashboards secure access to data, reports and summaries to drive your energy and sustainability programs. Localized Preferences Resource Advisor’s standard features provide plenty of functionality, but some Data Entry Module users require additional customization to meet their specific needs. We work Commodities Forecasting with you to build Resource Advisor to the specifications you prefer. You won’t pay for features you won’t use, and you’ll have the ability to personalize and Market Pricing configure your experience for maximum efficiency. Data-Driven Analysis Cost & Usage Reporting Interactive Map Summary Data Custom Reporting Sustainability Homepage Carbon Emissions Data Collection Environmental Metrics Carbon Inventories Invoices Goals & Forecasts Project Management Recommendations Hedge Reporting Savings Audited. Verified. Accurate. Variance Reporting Resource Advisor combines quality assurance and data capture capabilities Business Analytics into one energy and carbon management solution. Enterprises that depend on audited and verified data that other software or internal spreadsheets can’t Environmental Trading guarantee will appreciate Resource Advisor’s uncompromising approach to data accuracy. Sub-Sites Meter Integration 866.90.SUMMIT summitenergy.com/resourceadvisor
  • 3. Customize Your Experience Resource Advisor can be customized to meet your needs and configured to your unique preferences. While Resource Advisor arrives with plenty of new features, you only pay for the functionality you need to achieve objectives. Resource Advisor can be further configured by multiple users with easy-to-add widgets throughout the site. 1 Customizable Homepage 3 Sub-Sites Resource Advisor gives each user within your enterprise the ability to See your data at a more granular level and make comparisons customize a personal dashboard with frequently accessed reports, within a single facility with the Sub-Sites Upgrade. Then, benchmark projects, budgets and more. Whatever your interest, drag and drop information that you define, such as production levels, sales volume widgets to design your dashboard. by department or energy usage by area. 2 Site Dashboards 4 Data Entry Module Your individual sites also come with their own dashboards.A simple Resource Advisor gives you the flexibility to manually enter data click takes you to a site detail page where you can quickly access all that’s important to you. Sales volume, units produced, employee information for a specific site. count. You decide. The Data Entry Module also provides data validation in real time. When validation tests identify inaccurate or Localized Preferences incomplete data, Resource Advisor alerts the user to either amend or approve the data. Then, the module tracks all changes to data In addition to customization options for currency and units of measure, entered and provides details of validation tests and user approvals Resource Advisor can be independently configured by each user and for failed tests. accommodates more than a dozen languages. 1 2 3 4 Monitor the Markets Summit’s energy analysts model key futures markets and dozens of energy index points across the globe. This analysis and information populates special updates aimed at keeping you well-informed of market opportunity and market risk. Commodities Forecasting Market Pricing Data-Driven Analysis Summit models key commodities to arrive at Timely updates on pricing and market Summit provides data-driven analysis for probabilistic outcomes for future price levels. developments support our recommendations global energy commodities and renewable and keep you abreast of price trends. markets to enable sound decision-making. Resource Advisor
  • 4. Know Your Spend Usage You and your stakeholders need accurate, timely spend and usage information. Resource Advisor delivers a robust set of tools to help collect, analyze and report on your cost and consumption at the macro or micro level. Cost Usage Reporting Summary Data See snapshots of spend and Resource Advisor lets you not usage across your enterprise only access summary data, but within the divisions or site groups specific site information also. you specify. Quickly drill down to specifics for any site or meter. Interactive Map Custom Reporting An interactive map powered by Custom reporting tools let our extensive database displays you build virtually any report the latest activity for each site with imaginable. Reports can be one-click access to all details. sent automatically on a schedule you specify. Control Your Environmental Impact Facing pressure from around the globe to curb emissions and become more efficient by reducing water consumption and waste, companies require accurate and timely environmental reporting. Resource Advisor allows you to establish and track your carbon, water and waste footprints and communicate the results of your reduction efforts to key stakeholders. 1 2 1 Sustainability Homepage The sustainability homepage provides a snapshot of your emission profile and serves as a centralized tool to communicate corporate goals and missions. 2 Carbon Emissions Carbon emissions are reported and segmented by source, scope and pollutant and can be indexed to various metrics you specify. 3 Carbon Inventories 3 4 Control your carbon footprint by building and managing multiple inventories for different sets of facilities or objectives. You’ll have access to a library of emission factors necessary to comply with and report to governing bodies around the globe. 4 Data Collection Data collection summaries allow you to quickly see where data is complete and where more information is required. 866.90.SUMMIT | summitenergy.com/resourceadvisor
  • 5. Track Performance Resource Advisor lets you track your energy and sustainability program’s performance across a number of criteria. You also can keep track of savings and cost avoidance opportunities Summit has harvested on your behalf. 1 Hedge Reporting 3 Environmental Trading Hedge reporting and intuitive site callouts keep you apprised of your Optimize your environmental hedge positions on carbon, renewable risk management program performance. energy and emissions credits. You have the ability to input progress on key trading programs and forecast financial impacts. 2 Business Analytics Use drag-and-drop functionality to configure charts by selecting the 4 Savings facilities and metrics you want to track and benchmark against each Savings reports allow you to analyze the financial impact of other with the Business Analytics Module. initiatives and recommendations made by Summit. 1 2 3 4 Manage Projects Scenarios Resource Advisor puts key documents and projects at your fingertips with the Projects Scenarios Module. Built-in project warehouse and scenario planning components are enhanced by goal setting and forecasting functionality, which allow you to see potential impacts prior to inception. Resource Advisor also delivers easy access to invoices, contracts and documented recommendations. Invoices With Resource Advisor, your energy invoices are quickly accessible. Easily view, print or save invoice images from various places within the site. Goals Forecasts Create goals at any level in the enterprise and monitor progress toward completion. Resource Advisor lets you communicate to key stakeholders whether your goals are qualitative or quantitative. Projects Scenarios Create your own projects to track metrics and enter key milestones. Project scenario Recommendations planning lets you display abatement curves Summit puts a stake in the ground and makes and visualize project impacts. Connect your independent and unbiased recommendations, then projects to goals and forecasts, assets or thoroughly documents them in various forms. other enterprise details and manage the progress of your projects with ease.
  • 6. Manage. Know. Track. Monitor. Control. Customize. Test Drive Resource Advisor Whether its standard features meet your needs or you prefer a more customized user-experience, you’ll find Resource Advisor a fast, flexible business tool. To schedule a demonstration of Resource Advisor: 866.90.SUMMIT or visit summitenergy.com/resourceadvisor