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Executive Summary

Purpose of This Document

This guide serves as a step-by-step configuration playbook with the following purpose:

  • Primary Reference → For admins to configure SMART360 in the correct sequence.
  • Consistency & Accuracy → Avoids errors from configuring modules in the wrong order (e.g., plans before service areas).
  • Completeness → Ensures no required fields or processes are skipped during initial setup.
  • Knowledge Transfer → Provides a structured reference for new utility admins or internal teams managing handovers.
  • Audit/Sign-off Support → Can be used as a checklist for configuration completion before onboarding consumers.

Audience

This document is intended for:

  • Onboarding Lead→ Internal Bynry teams or partner consultants guiding utilities during go-live.
  • Customer Success Leads → For reference when troubleshooting configuration gaps with client teams.

Prerequisites

Before using this document, the audience should have:

  • Access & Permissions → Admin or Super Admin credentials for the SMART360 environment.
  • Subscription Plan Selection → The utility’s chosen subscription plan (defined with Bynry’s onboarding team).
  • Prepared Data → Master data sets ready for upload (organization details, consumer categories, service areas, tariffs, IDs/references).
  • Basic Understanding → Knowledge of the utility’s operations, regulatory framework, and organizational structure.
  • Configuration Environment → Preferably a staging/sandbox instance before moving to production.

Business Context Example

San Francisco Water Authority – Providing Safe Water Services in Oregon, USA

San Francisco Water Authority (SWA) is a mid-sized public water utility based in Portland, Oregon, serving residential and commercial customers across multiple cities in the region.

  • Customer Base: ~50,000 consumers and meters
  • Services: Safe drinking water supply, wastewater management, and customer billing
  • Customer Categories: Residential and Commercial
  • Tariffs: Four plans total – two per category (one fixed, one variable each)
  • Compliance: Operates under EPA and Oregon Department of Environmental Quality regulations

San Francisco Water Authority’s SMART360 Goals:

  • Automating billing processes
  • Managing customer inquiries more effectively
  • Digitizing KYC & document management
  • Enabling customers to view bills and pay via web/mobile portal
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