Next Generation Customer Information System
Engage Collaborate Transform


Customer Information System (CIS)
WHY JOMAR
- Modern Current Technology CIS that Supports Regulated and Deregulated Markets
- Promotes Innovative thinking and change throughout the Utility Organization
- Adaptable Business processes support the transformation of a Utility as it pursues Renewable Energy and Water Conservation Initiatives
- Best Practices Implemented across the full scope of the CIS Application
- A True Multi-Utility Enterprise system that Seamlessly integrates multiple entities, commodities and services across the entire customer base
- Facilitates and speeds up the launch and implementation of new products and services
- Simplifies the acquisition and merging of new business units and assets that may be required by Utilities to grow or meet new government service mandates
- Scalable Modern and Built for the Private and Public Cloud
- Designed to meet high volume data processing demand of Smart Meters & AMI Technology
- Open Technology Framework supports integration of Third Party Software and Services
- Low Cost of Service Utility objectives are supported through modern design concepts, Configurable Business Rules and continuous adoption of new proven technology
Streamlined & Automated Business Processes
- Flexible Configurable Business Rules that allow Utilities to:
- Easily adapt the system to existing and new business requirements
- Streamline and automate existing and future processes eliminating manual workloads
- Accommodate existing and future Regulatory requirements
Customer Account and Premise Management
- Account and Premise Management Hubs
- Account ‘Wizard’ – Streamlined Account Management / Move In / Move Out
- Dashboards provide Summarized Views of Detail such as Consumption with Drill Downs
- Customer Service Hub provides fast easy access to all Customer and related Premise Data
- Detail Audit Trails track all changes and updates
- Automated Account Move Clearing House
Comprehensive Configurable Billing Rules Engine
- Billing Calculation Templates support Simple and Complex Rate Structures for all Commodities and Services
- TOU / Interval / Manual Reads /Streetlighting
- Retail, Tiered, Spot Market Rates, Interval Pricing, Owned Transformer and Primary Metering Discounts
- Commodity Specific Calculations and Attributes such as Compound Meters, Meter Size CTs / PTs/
Meter Data Management (MDM) Integration
- MDM integration provides Comprehensive Validation, Edit and Estimation Rules (VEE) ensure Quality Meter Data and Data Integrity
- Centralized Meter Data Management Repository
- Consolidation of all meter data residential/commercial/consumption/generation
- Suite Metering
- Virtual Metering
- CTs / PTs / Meters / Locations / Electronic Record of Installation (ROI)
- kWh / KW / KVA / KVAR / MV90 / Walk Reads
Billing Determinants and Bill Processing
- Billing Management Hub Provides Billing Staff with quick access to all Relevant Billing Data
- Billing Quantity Request/ Response Processing Hub Streamlines MDM Integration
- Configurable Billing Pre-Bill and Processing Edit Rules
- Pre-Bill Validation and Threshold Edits
- Centralized Pre-Bill Edit Hub
- Date Effectivity across all Billing Determinants including rates, cycle, primary metering
- As of Date processing
- Monthly Billing
- Time Based Transaction processing
- Automated Billing Processes support – TOU / Interval / Manual Reads /Streetlighting
- Retail, Tiered, Spot Market Rates, Interval Pricing, Owned Transformer and Primary Metering Discounts
- Equal Payment Plans (EPP) and EPP Calculator
- Pre-Approved Payments (PAP)
- Supports Bill Calculation of Configurable Smart Meter Intervals such as 5, 15, 30, 60 minutes
- Multipliers and Global Adjustment
- Streamlined Generation Processing – Net Metering, microFIT, FIT
- Unbilled Revenue
- Configurable Bill Print Presentation
- Bill Consolidation and Parent Account Grouping
- Automated Billing Settlement & Global Adjustment Processing
- Automated Generation of Mobile Service Orders
Customer Deposit Administration
- Deposit Administration Management Hub
- Automated Calculation of Deposit Amounts
- Agreements, Refunds and Transfers
Collections and Delinquency
- Collections and Delinquency Management Hub
- Configurable Delinquency & Collection Processing Rules
- Automated Delinquency & Collections Processing with ‘Promise To Pay’ Overrides
Retail Billing and Settlement Services
- Configurable Transaction Processing Rules
- Enrolment, Usage, Hold, release, Reversal, Settlement, Archiving
- Automated Retail Billing and Settlement Services
Meter Inventory Management
- Inventory application supports Meter and Equipment Lifecycle Management
- Serial# and Lot Tracked Perpetual Meter Inventory
- Fully Integrated with Mobile Service Order Processing and Purchasing
Webservices (MultiSpeak/SOAP/open API’s) support Third Party Software Integration
- Customer Self Service Portal
- e-billing
- Automated Bank Services processing of bank and credit card payments
Trade Shows





Customer Self-Service Move In/Out Portal
The JOMAR Customer Self Service Portal supports Electric, Water and Gas Utilities is fully integrated with CIS and includes the following My Account features and functions:
- Customer Registration
- Automatic eBill Enrollment
- Account Links and Inquiry: Payment Options, Rates, Utility Website, Energy and Water Conservation Programs
- Email Alerts and Notifications
- Customer Usage and Supporting Analytics
- View Bill and Make Payment
- New Account Applicant
- Move In / Move Out of Territory No New Service
- Integration with CIS Pending Moves CSR Hub
- 24/7/365 Availability
- Integration with OMS Outage Maps and MDM Alarms/Events
- Industry Standard Webservices support integration and consolidation of data from Third Party Customer Portals

Mobile Service Orders
Automatic Service Order Creation
- Collections and Delinquency Hub (Disconnect – Non Payment)
- Stale Meter Rules (i.e. 72 hours stale, 5 day stale) – Meter Change Out
- The Meter Data Management Rules Engine monitors Meter and AMI Health
Configurable Mobile Service Order Processing Flow
Configurable Service Order Examples
- Connection
Apartment Suite Meter
Commercial Meter Only
Commercial OH New
Commercial UG New
FIT New
Microfit New
Residential Meter Only
Residential OH New
Residential UG New
Temporary OH New
Temporary UG New
Unmetered Connection New - Meter Change
Meter Change: Existing
Meter Change: Gov’t Reverification
Meter Change: Inspection Required
Meter Change: Net Meter Installed
Meter Change Defective: Dead
Meter Change Defective: Moisture
Meter Change Defective: Other
Meter Change-eepromm error
Meter Change-Phase A low potential
Meter Change-Register memory error
Verify Meter to Unit - Permanent Disconnect
Removal Of Service
Removal of Meter - Service Upgrade
Commercial Upgrade
Panel Change
Service Repair
Net Metering
Residential OH Upgrade
Residential UG Upgrade - Temporary Disconnect
Nonpayment Disconnect / Reconnect Temporary – Safety - Water
Water – Customer Complaint
Water – Final Read
Water – General
Water – Meter Change
Water – New Meter
Water – Payment Arrangements
Water – Remove Meter
Water – Verify Read - General
Billing Adjustment
Consumption PreBilling Check
Consumer Station Guarantee
Cust Serv: Actual Read Required
Emergency Repair
Forestry
General
High Bill Complaint
Locate
Layout: Overhead
Layout: Underground
Meter Check Customer Request
Micro-Fit/Fit Re-Assignment
Meter Reading Maintenance
Meter Reading Request
No Consumption Check
Power Quality Investigation
Safety Check
Smart Meter off by Customer
Smart Meter Investigation
Smart Meter Stale
Stations Maintenance
Stray Voltage Investigation
Theft of Power Investigation


Meter Data Management (MDM)
WHY JOMAR
The JOMAR MDM is a modern system designed to support high volume processing requirements of Smart Meters deployed with AMI Technology. The benefits and advantages of the MDM include the following:
- Scalable and Configurable
- Supports Renewable Energy and Water Conservation Initiatives
- Simple and Easy Deployment that integrates with multiple AMI Technology
- Automated Business Processes provide efficient ease of use Operations
- Seamless Integration across multiple Utility Entities and Systems
- Consolidates all sources of Meter Data into a comprehensive Meter Data Repository
- Dashboard Analytics support Electric, Water and Gas KPI’s
- Configurable Data Validation Rules Engine (VEE) ensures Quality Meter Data
- Supports CIS Simple and Complex Billing Rate Structures and associated Billing Determinants
- Automated triggering of Mobile Service Orders (Connect and Disconnect)
- Configurable AMI and Meter Health Operational Rules Engine
- Real time Meter Alarms/Events Listener
- Leak Detection and Analysis
- Water Conservation Alerts and Messaging integration with Mobile Customer Portal
- Supports Transformer Load Analysis and Power Quality Study
- Outage Management Support with Asset Ping Services
Summary of MDM Features
User Configured AMI / Meter Health Operational Rules Engine
User can create Rules to monitor Water Leaks including Leak Detection, Usage Thresholds, Stale Meters, VEE, Alarms/Events, Meter Change Outs and more. This includes Notification and Automatic Service Order creation for Active/Inactive Locations by Meter Type and/or Vendor. Rule Results are aligned with the Imported Billing Schedule, prioritizing Meter Shop activities with ‘Days to Bill’ timelines.
User Configured VEE (Validate, Estimate, Edit) – Like Days & Class Profile Interval Scaling
- Service Location ‘Like Days History’.
- Class Profiling and Event Quantity estimation algorithms respect a Statutory Holiday Calendar. These algorithms are configured by Rate Class and/or Service Location and include Same Day, Week, Year; Max/Min Occurrence; Apply Max, Min, Average or Actual Intervals for scaling to the Registers.
- Algorithms are date effective and multiple algorithms, sequenced, can be deployed as configured for each Rate Class or Service Location (i.e. Like Days fails and Class Profile is launched).
MDM Billing Quantity Request CIS Integration
User Configurable Meter Read Export includes:
- Population – Rate Class, Meter Type, Location, Meter; Date Range
- Unit of Measure; Quality – Actuals, Estimates, Actuals & Estimates
- Quantity – Measured (Raw), Multiplied
- Duration (5, 15 and/or 60 minute Intervals) can be rolled up and exported
- Export Format can be JOMAR Web Services (Rest API JSON, SOAP XML), MultiSpeak XML, ESRI or Hexagon Web Service, CMEP or CSV
AMI MultiSpeak Integration
MDM Real Time Meter Read & Alarm/Events AMI Integration
Supports
- GIS / OMS / SCADA Integration
- Transformer / Meter List Ping GIS
- Instantaneous Voltage/Current
- Sending OMS Alarms to SCADA
- Demand Algorithms
- Rolling or Fixed Intervals 5, 15, 30, 60 minutes
- A Real Time Alarm/Event Listener
- Archives all alarms processed by the Rules Engine for Historical Analysis and for pushing specific events real time to GIS.
- JOMAR MDM or GIS can ping a meter/virtual location/list of meters.
- MDM receives the Ping Response and forwards it to GIS or any other application using MultiSpeak and that can point their Real Time Alarm/Event Listener to JOMAR MDM.
- Meter Ping – GIS can send JOMAR MDM Assets from the Electric Grid or Water Network and JOMAR MDM will ping the associated meter(s), Archive the response and return required data to a JOMAR MDM screen, GIS Map or any other third party system.
- Scheduled Meter Pings with effectivity dates and times. Engineers can build Meter (Location) lists and apply scheduled dates and times for the ping request/response.
Aggregation CIS-GIS Request/Response
- by Rate Class, Cycle, Virtual Service Location and/or Boundary Meter
- CIS Billing can submit request’s or provide a data base table of Billing Quantity requests. JOMAR MDM will apply multipliers and return Start/End Reads for each Bill Period. These requests can include Virtual Service Locations and/or Compound (Multi-Channel) meters
- Integration with CIS Billing allows JOMAR MDM to process and return Aggregated Quantities for Monthly Usage, Unbilled Monthly Usage, Unbilled Revenue ‘As Of’ Date
- Aggregation can return quantities as Total, Tiered Usage and/or Time of Use Consumption.
- Consumption can overlay and project TOU Water Consumption to pump station electrical consumption/charges

Integration with AMI, GIS, OMS, SCADA
JOMAR MDM integration provides:
- Instantaneous voltage
- Scope of power outage and resource requirements
- Rapid crew dispatching and efficient power restoration
- Scheduled Watch List from Meter Pings on selected Feeder Lines that return hourly Power Quality Study data for the Control Room and the Metering Department



ERP and Financial Management
The CIS, Mobile Service Order Processing and MDM is integrated with the full suite of proven JOMAR ERP applications that include the following:
- Financial Management
- General Ledger
- Accounts Receivable
- Accounts Payable
- Bank Services
- Project Quoting, Estimating and Tracking
- Work Order Management
- Procurement
- Contract Services
- Asset Management and Tracking
- Inventory Management – Distribution
- including Reels and Cables
- Capitalization of Assets
- Preventive Maintenance and Repair – Equipment/Vehicles
- Integration with Third Party Payroll and Human Resource Applications
Integrated Work Order and BOM Processing Engine
Supports
- Single Work Order/Job
- Multiple Work and Purchase Orders/Job
- Single and Complex Multi-level Bill of Material (BOM)
Example Structure Maintenance Projects, Jobs, Work Orders, Purchase Orders
Primary Job Site
- Pole Installation (Work Order)
- Contractor Excavation (Purchase Order)
- Transformer Installation (Work Order)
Secondary Job Site
- Street Lights (Work Order)

Next Generation CIS/MDM/ERP Overview


Utility Rental, Telecom, Internet Services and Property Tax
The JOMAR ERP Services Billing, CIS Configurable Billing Templates Engine, Work Order and Configurable Mobile Service Orders functions support a Utilities’ growth strategy to expand beyond its traditional sources of revenue.
The following are examples of the types of Service Revenue and Programs that can be managed and billed in the JOMAR Applications.
Communications, Networks and Internet Services
- Fiber Optics, Installation and Support Services
- Local Area Networks (LAN)
- Private Phone Networks, Hardware and Video Conferencing Services
- Web Site Hosting and E-mail
- Business Internet Services
- Data Center Hosting Facilities and Co-Location Services
Rental Services
- Electric and Gas Water Heaters
- Boilers
- Rental Agreements Terms and Conditions
City and Municipal Property Tax
The CIS Configurable Templates provide the functionality to calculate Property Taxes, generate e-Bills and support Account Management. The Property Tax functionality provides the opportunity for a City or Municipality that, for example provides Water Billing and Services to the community, to have a streamlined single easy to use system. The City and its Customers will have a common system to review the status of their account services and a single payment process.
The following features are included in the Property Tax Functionality:
- Configurable e-Billing
- Interim, Installment, Final and Supplementary Tax Bills
- Residential, Commercial, Industrial Tax Calculation Templates
- Customer Payment Processing
- Account Management Hub

Renewable Energy and Water Conservation
Infrastructure Next Generation ERP
Billing, Settlement & Regulatory Compliance
Mobile Workforce Management
Scheduling Resources
Project Quoting and Estimating
Work Orders & Maintenance of Equipment
Post Implementation Site Maintenance
