Utility Manager: Messaging to Customers

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Questions and Answers

What is the primary need of an unregulated muni utility manager, according to the provided content?

  • Implementing advanced grid modernization projects.
  • Expanding renewable energy portfolios aggressively.
  • Managing and monetizing existing generation, while adding affordable storage solutions. (correct)
  • Reducing operational costs through workforce automation.

Which of the following is emphasized as a key benefit offered by CAT EP's solution to muni managers?

  • Guaranteed increase in energy efficiency by at least 30%.
  • Direct access to international carbon credit markets.
  • Automated dispatch into energy markets and the ability to monitor and monetize assets. (correct)
  • Complete elimination of capital costs for new energy assets.

What is the 'secret sauce' component that CAT offers, providing value to utility managers?

  • A modular hardware system that retrofits existing infrastructure.
  • Guaranteed lobbying support at the federal level.
  • Proven technology, energy market experts, and third-party funding options. (correct)
  • Access to a proprietary database of energy consumption patterns.

For utilities positioned for growth, what is the main message under the 'Optimization' messaging pillar?

<p>Make the most of what you have. (A)</p> Signup and view all the answers

What is a key supporting point under the 'Diversification' messaging pillar for utilities?

<p>Seamless integration with existing solutions. (D)</p> Signup and view all the answers

What is the core message conveyed under the 'Partnership' messaging pillar for utilities positioned for growth?

<p>CAT has your back. (A)</p> Signup and view all the answers

For medium-sized municipal utilities ('munis') that are behind the curve, what is the focus of the 'Guidance' messaging pillar?

<p>The right partner can make the complex simple. (D)</p> Signup and view all the answers

According to the content, what is a key offering under the "Growth" messaging pillar for medium munis behind the curve?

<p>CAT provides 3rd party funding to make growth easier for your utility. (D)</p> Signup and view all the answers

For medium municipal utilities (munis) behind the curve, what is the emphasis of the 'Partnership' messaging pillar?

<p>We don't get between you and your customer. (C)</p> Signup and view all the answers

Which channel/tactic is mentioned for reaching utility managers?

<p>Attending and speaking at events, such as CEATI Strategy and Innovation Conference and Distributech. (C)</p> Signup and view all the answers

Flashcards

Muni Manager

A person who manages a municipal utility, typically in an unregulated market.

CAT AMP

CAT AMP is a holistic DER software solution that enables the ability to monitor, manage and monetize energy assets with no capital cost, while automating asset dispatch into the energy market.

Needs

Understanding DER assets and their capabilities in the service area.

Benefit

Multi-level visibility into DER assets/status. Real-time monitoring of multiple asset classes (gensets, solar, storage) at every level of aggregation.

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Secret Sauce

A white-labeled solution that keeps the utility front and center.

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Headline

Make the most of your current assets.

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Headline

Scale for the future in a sensible manner.

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Headline

Caterpillar (CAT) has your back.

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growth

Get the support you need for growth.

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Guidance

CAT provides single-source, holistic solutions.

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Study Notes

Messaging to Customers: Utility Manager

  • Focuses on value propositions and messaging platforms in the context of energy transition.

Unregulated Muni Utility Manager

  • Persona: Aimed at muni managers operating in unregulated markets.
  • Sector: Targets the unregulated market segment.
  • Needs: Addresses the need to manage/monetize existing generation while adding affordable storage solutions.
  • Solution: Proposes CAT AMP, a holistic DER software solution.
  • Benefit: Offers the ability to monitor, manage, and monetize assets without capital cost, and enables automated dispatch into energy markets.
  • Provides longevity due to energy solutions having been helpful for over 50 years.
  • Elevator pitch: To manage/monetize existing generation assets, CAT EP offers CAT AMP, enabling monitoring, management, and monetization of energy assets without capital cost, as well gaining automated asset dispatch into energy markets.

Messaging Framework for Utilities Positioned for Growth

  • The framework is tailored for utilities ready to take action, need affordability, and require assistance in their growth strategy along following Pillars:
  • Optimization: Maximizing existing resources.
  • Diversification: Scaling for the future sensibly.
  • Partnership: Establishing a reliable support system.
  • Optimization Pillar: Focuses on maximizing existing resources through financial benefits of automated dispatch with CAT AMP.
  • Diversification Pillar: Centers on scaling for the future with seamless integration and no capital investment.
  • Partnership Pillar: Highlights white-label solutions, proven solutions, and CAT's energy expertise to ensure the best energy solution.
  • Channels and tactics: Includes events, conferences, webinars, direct sales activities, reaching out to EPC, ESCOs and Consultants, PR on Utility Projects
  • APPA
  • National, State and Regional Associations
  • Tennessee Valley Authority
  • State Cooperatives
  • National Rule Electric Cooperative Association
  • Minnesota Electric Co-op

Unregulated Municipal Utility Manager

  • Persona: Directed at municipal managers.
  • Sector: Aims at the unregulated market sector.
  • Needs: Better understanding of DER assets and capabilities within the service area.
  • Solution: Provides CAT AMP, a market-proven DER management technology.
  • Benefit: Offers multi-level visibility into DER assets, real-time monitoring of asset classes (gensets, solar, storage) at every level of aggregation.
  • Secret Sauce: Utilizing a white-labeled solution that keeps utility front and center.
  • Elevator pitch: To have better understanding of DER assets and capabilities in service area, CAT EP offers CAT AMP, provide multi-level visibility into DER assets with real-time monitoring of multiple asset classes across all aggregation levels.

Messaging Framework for Medium Muni, Behind the Curve

  • Guidance Pillar: Provide Single-source, holistic solutions and Legacy of Proven Results in the Energy Space
  • Growth Pillar: Offers third-party funding and Long Term Service Agreements to enable growth
  • Partnership Pillar: Provides local support through CAT's dealer network in North America, understanding customer needs, and expertise in municipal energy
  • Channels and tactics: Includes events, conferences, webinars, direct sales activities, reaching out to EPC, ESCOs and Consultants, PR on Utility Projects
  • APPA
  • National, State and Regional Associations
  • Tennessee Valley Authority
  • State Cooperatives
  • National Rule Electric Cooperative Association
  • Minnesota Electric Co-op

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