T. Rowe Price     Founded in 1937, T. Rowe Price is a global investment management firm committed to meeting the needs of institutional and individual investors worldwide. T. Rowe Price provides a broad array of mutual funds, sub-advisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. The firm also offers a variety of sophisticated investment planning and guidance tools. Headquartered in Baltimore, T. Rowe Price has offices in Amsterdam, Buenos Aires, Copenhagen, Hong Kong, London, Paris, Singapore and Tokyo. As of March 31, 2005, T. Rowe Price was managing more than $235.9 billion* in assets for individuals and some of the world's leading corporations, public retirement plans, foundations, and endowments.

Shown here is a mockup of the new Asset Allocation Statement.  This statement is designed to assist participants of retirement plans managed by T. Rowe Price in examining the mix of funds they are invested in.  Features of this project include: 1.  A new DDL, RDL, and Messenger Categories and Messages, and an updated Font Reposity 2.  Output in Metacode, AFP, and Impact (Line Print) 3.  Integration of CSF Workshop and Messenger 4.  A new COBOL/DB2 interface with calls to the CSF interface module 5.  Custom fonts 6.  Dynamic Pie Chart showing current allocation of funds between Stocks, Bonds,      and Money Market/Stable Value funds. 7.  A Bar Chart showing potential asset growth based on different types of asset      allocation investment strategies.

 

Baltimore Gas & Electric Company (BGE)     BGE is a member of Constellation Energy (NYSE: CEG), a Fortune 500 integrated energy company based in Baltimore. Constellation Energy is the nation's leading competitive supplier of electricity to large commercial and industrial customers. It owns and operates a diversified fleet of 35 power plants in 12 states. Additionally, Constellation Energy markets energy nationally and manages the associated risks, providing value-added services for its customers. The company also delivers electricity and natural gas through the Baltimore Gas and Electric Company (BGE), its regulated utility in central Maryland. In 2003, the combined revenues of the integrated energy company totaled $9.7 billion.      *** Exstream Press Release on Baltimore Gas & Electric's selection of Dialogue *** News Release March 21, 2005 - Baltimore Gas & Electric Company redesigns bill Shown here is a mockup of the new duplex residential and commercial billing statement that was  implemented at Baltimore Gas & Electric (BGE) using Dialogue, from Exstream Software.   UtiliDoc, again partnering with Truepro Consulting Services, provided analysis, programming, and testing services, with a successful implementation date of March 18, 2005.  Key features of this project: 1.  XML generated from BGE's legacy CIS is mapped into Dialogue using the XML Input Module 2.  The statements were developed at BGE using Dialogue Designer and "design engine" 3.  BGE produces a .PUB file which is transferred into RR Donnelley's Dialogue environment  4.  RR Donnelley runs the Dialogue "production engine" and Group1 postal software 5.  60,000 bills on average are printed, inserted, and mailed daily by RR Donnelley 6.  Use of green as a spot color was originally planned, but final implementation was B&W 7.  Employed use of arrays, tables, messages, campaigns, components and design layers How to Read Your New Bill - Residential Express (Insert) How to Read Your New Bill - Business Express (Insert)

DTE Energy                                                DTE Energy's subsidiary, Detroit Edison, is the nation's seventh largest electric utility, supplying energy to 2.1 million customers in Southeastern Michigan. Another utility subsidiary, MichCon, is the nation's 10th largest natural gas local distribution company. It serves 1.2 million customers across Michigan. Together, these operations create a leading energy provider with assets of more than $17 billion.     To the left are 6 pages of a DTE Energy Invoice for a sample commercial customer.  The pages are as follows (from front to back): 1.  Payment Coupon and Account Information 2.  Summary of Charges 3.  Detail Charges Invoice 1 4.  Detail Charges Invoice 2 5.  Miscellaneous Charges 6.  Billing Explanation Codes This statement was developed by UtiliDoc using Metavante's CSF Workshop, with batch processing running on OpenCSF 2.2. Approximately 40% of DTE Energy's annual revenue is billed using this new invoice.  About 8,000 invoices are produced each month, some as large as $1.5 million for a single month of energy use.

Entergy Corporation                                              Entergy is a diversified electric and natural gas energy company serving 2.5 million customers in Louisiana, Arkansas, Mississippi, and Texas.  UtiliDoc, in a strategic partnership with Truepro Consulting Services, provided consulting and programming services to produce invoices and notices for their SAP/CCS customer information system.  This CSF-based system was implemented in both the retail and distribution (regulated) environments, and was rolled out in several phases from 2001 through 2003.  This implementation also took advantage of CSF' XML Output Driver to generate XML output that is sent to CheckFree for the creation of HTML-based internet bills with embedded links to electronic (PDF) versions of bill enclosures.

At the left is a sample invoice similar to that produced at Entergy, for a customer with electric and gas service, on a "levelized" budget billing program.  Their levelized billing information has a section to show in detail how it is calculated, and their "actual bill"  calculation, based on the meter readings recieved, is shown in a shaded box just below that.  This sample shows a 2-page invoice, but the large majority of invoices are simpler than this, and fit on 1 page. This invoice was developed by UitliDoc using CSF Workshop 2.3, with batch processing running on CSF MVS 4.5.0.