Essential Materials
Search Help
Build Your Business
EcoStruxure Power Advisor RACI with Scenarios (v.9) - Purposed for Schneider Electric direct channel EcoStruxure Power sales to understand the various roles required to support the deployment of Power Advisor in their region. The excel-based document outlines those responsible, accountable, consulted and informed (RACI) for a variety of scenarios, including: local team, bureau, global field services, EcoXpert, greenfield, offer deployment, and opportunity detection.
EcoStruxure Power Advisor Global Terms & Conditions (T&Cs) - Purposed for Schneider Electric direct channel power solution services. This document was issued by the global Power Solutions software business legal entity as a generic template to be reviewed with your local legal teams, translated if necessary and re-issued as a customer-facing terms and conditions document.
How To Launch Your Installed-Base Program Presentation - Purposed for Schneider Electric direct channel power solution services and Critical Power EcoXperts to ensure installed-base records are established as a best practice for all customer installations. These become the foundation for harvesting future recurring and new service opportunities to drive customer success.
PTSOL Business Plan Actions for Countries Template - Purposed for Schneider Electric direct channel power solution services only to propose a template for specific actions to develop your service business and understand and leverage your installed-base. Accompanying "Service Business Development Plan" is available to begin establishing your business case today.
Best Practices - Purposed for Schneider Electric direct channel power solution services in order to generate high retention of service agreements with specific actions to perform when a contract is under threat.
Presentations
External Offer Overview - Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts to customize for use in presenting to their end-user customers. Includes offer positioning, industry context, value propositions, benefits, processes, demo information and service plans framework.
Internal Offer Overview - Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts to learn more about EcoStruxure Power Advisor. Includes offer positioning for EcoStruxure Power, drivers for Power Advisor, service planes framework, benefits, processes, demo information and commercial aspects.
EcoStruxure Power Advisor Specification Packages
Power Advisor for EPMS - Technical Specification [External] Full capabilities of Power Advisor described as a comprehensive reoccurring EPMS Optimization Service. Updated: November 2019.
Power Advisor for EPMS - Technical Specification with Killing Phrases Highlighted [Internal] technical specification document for the product with highlighted killing phrases. Updated: November 2019.
Customer Success Story Showcase Presentation
Intended for Schneider Electric employees and Critical Power EcoXpert to understand the various applications of Power Advisor, this internal Powerpoint showcases Power Advisor's customer story successes organized by critical segment.
Social Media Kit
Includes images, message matrix per social channels, and hashtags to get the message out.
EcoStruxure Power Advisor Signed Cybersecurity Sales Resources
EcoStruxure Power Advisor Cybersecurity Sales Resources Overview - For Schneider Electric direct channel EcoStruxure Power sales and CP EcoXperts to understand what resources are available to support customer conversations around data security. In addition to providing access to resources, this presentation also prescribes their use. Last updated: Oct 2018. [Internal Use Only]
EcoStruxure Power Advisor Signed Cybersecurity Customer Letter - This signed cybersecurity letter is intended to be provided to end-user customers by request-only to outline EcoStruxure Power Advisor data collection and storage measures. This document is intended for LIMITED DISTRIBUTION ONLY and should be provided to customers on an as-needed basis only.
Power Advisor User Materials
User Guide - Purposed for Schneider Electric direct channel power solution services and Critical Power EcoXperts. This guide is intended for Application Engineers, System Integrators, or other qualified personnel who are responsible for configuring and operating the PA service. For additional feedback, questions or concerns about Power Advisor or the document, please visit our Exchange Community.
Manual Data Extractor - Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts. Review the Technical Release Notes for more information about each release. Intended for use along with the 'EcoStruxure Power Advisor User’s Guide' which acts as a commissioning accompaniment to the extractor.
Driving Customer Success with Power Advisor Reports Guidelines - Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts to complement the eLearning module and enhance your understanding of how to leverage the insights captured by Power Advisor to better articulate the value they bring to your customer sites. Includes step-by-step instructions and additional resources.
Technical Release Notes
Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts. Intended for use along with the 'EcoStruxure Power Advisor Users' Guide' which acts as a commissioning accompaniment to the extractor. Extractor v.2019.5.17.3 updated May 2019.
Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts. In this latest April 2019 release, EcoStruxure Power Advisor now makes available end user reports in Korean, adds graphs for negative values, and addresses several known issues.
Purposed for Schneider Electric direct channel power solution services and critical power EcoXperts. These technical release notes detail information supplementary to Power Advisor agile releases. Read to understand what release items are new, improved or removed from the Power Advisor cloud-based analytic platform as well as known issues and limitations.
Customer Success Playbook: Opportunities & Initiatives for Services
This playbook focuses on pull-through opportunities with an overview of each, how to identify, benefits, risk avoidance and energy savings to the end-user.
EcoStruxure Power Advisor End-to-End Provisioning Process
Purposed for Schneider Electric direct channel power solution services to understand the end to end process for EcoStruxure Power Advisor. Includes details on process, roles and responsibilities from channel manager through technical support. [Internal Use Only]