A workshop presented by Tendril and Duke Energy at CS Week 2014 on May 8, 2014.

1. Delivering Energy as a
Service
​May 8, 2014
​Adrian Tuck, CEO, Tendril
​
Kelly Griffin, Information Solutions Strategy
​and Marketing Executive, Duke Energy

2. 2
What We’re Covering
INTRODUCTION
• The World is Changing
• We’ve Seen this Before
• The New Duke Energy
• Consumer-Centric ESPs
• Interactive Discussion

3. 3
Tectonic Shifts in the Energy Industry
THE WORLD IS CHANGING
TECH
DISRUPTION
REGULATORY
HURDLES
ENLIGHTENED
CUSTOMERS
ENERGY
SERVICE
PROVIDER
・Syndicates forming – Google/Nest
・Non-traditional electricity providers
・Growth in solar
・Demand-side programs
・Growth in DERs
・The iPad generation
・Increased value in bundled
services

4. 4
The Airline Industry
WE’VE SEEN THIS BEFORE

5. The New Duke
Energy

6. Becoming Customer Focused
The old Duke Energy delivered electricity to meters or rate
payers with a focus on cost to serve.
The new Duke Energy empowers customers to take
control of their energy use by providing them information
and services and earning a seat around their table as their
trusted energy advisor.

7. Duke Energy tries to make it as easy as possible to set up an
account and we go above and beyond…

8. We are uniquely positioned to deliver recognizable value by
helping our customers “Connect the Dots” between what
they see and what they pay

9. Our strategic focus is to Lead with Information to our
customers in order to Empower the Connected Home

10. The My Home Energy Report is our flagship information product
which had considerable success in 2013…from profit & reports
delivered to a marriage saved
The My Home Energy Report (MyHER):
1. Informs customers about their energy use in a way that is quick and easy to
understand
2. Compares customer energy use with like households in similar type homes
3. Motivates customers to change behavior and reduce their energy use with
timely tips and offers
Reports distributed since 2013: 13 MILLION
EBIT delivered to the company: $10.8mm
kWh saved: 1/4 GWh or power to run 21,357
homes for a year
Sales generated for other programs: 14,010
Family discussions generated: COUNTLESS
Marriages Saved: 1

11. 11
Becoming a trusted energy advisor starts with providing value

12. Bringing even more value to Duke Energy customers
MyHER Interactive
MyHER Interactive Mobile

13. • Flexible, cost-effective platform that combines
EE & DR and next-selling into an internet-
accessed HVAC management system
• Engages customers to easily monitor,
understand and change consumption through
smart thermostat
• Differentiated by including “personal home
energy use” data and targeted energy saving
tips
• Filed to include water heaters, home appliances
and devices
• Ability to cross sell the portfolio and drive future
growth
HōM™ Energy Manager

14. Retailers Vendors
Value Added Bundlers
Companies are already successfully bringing these solutions
to consumers

15. 15
Energy First
THE TENDRIL APPROACH
TIME
VALUE
1 2 3
• Multi-channel engagement
• Educate consumers on the
sources and uses of Energy
• Bring personalized offers to
consumers complete with
individual ROI calculations and
provide guided suggestions for
investment in additional goods
and services
• Give consumers the
convenience they desire
through smart-phone, desktop
and Internet apps, control,
orchestrate devices in the
background to meet comfort,
economic and environmental
outcomes, and put the
customer in control of their
living environment
ENGAGE
CUSTOMERS
PERSONALIZE
ENERGY
CONVENIENCE,
COMFORT &
CONTROL

16. 16
Meeting Utilities Where They Are Today
CREATING A PATH FOR TOMORROW
1 2 3
• Multi-channel engagement
• Educate consumers on the
sources and uses of Energy
• Bring personalized offers to
consumers complete with
individual ROI calculations and
provide guided suggestions for
investment in additional goods
and services
• Give consumers the
convenience they desire
through smart-phone, desktop
and Internet apps, control,
orchestrate devices in the
background to meet comfort,
economic and environmental
outcomes, and put the
customer in control of their
living environment
ENGAGE
CUSTOMERS
PERSONALIZE
ENERGY
CONVENIENCE,
COMFORT &
CONTROL
TODAY’S
PROGRAMS
EE, DR,
New Tariffs,
etc.
COMPETITIVE
ENERGY RETAIL
MODEL
Boiler Maintenance,
Surge Protectors,
Home Energy Audits,
etc.
FUTURE ENERGY
OPPORTUNITIES
Solar, Storage,
EV, etc.

17. 17
The Attributes of a Consumer-Centric Energy
Service Provider
 Integrated approach to
customer experience
 One size doesn’t fit all
 Don’t outsource
 Think beyond compliance
BEST PRACTICES

18. 18
Let’s Have a Discussion
Q&A

19. Thank You