This is a list of Sales Demo things to communicate to a potential customer

The prospective customer must fill out Value and Pain Point Surveys prior to doing a Demo. This provides you with some background info to use as a bases for questions to ask them.

• Happy Fox Knowledge Base link for Pani - Customer Value Survey
• Happy Fox Knowledge Base link for Pani - Pain Points form

Review new sales training process

• Understand the operation

  • What type of plant? - Food/Beverage, Desalination, Brackish Water RO or Wastewater treatment etc. How Big is the plant? Where is the source water coming from?

  • What value are they expecting to extract from it? - Reduce cost (water, waste, chemicals, energy consumption), Improve water purity, quality and quantity, Environmental concerns (reduce GHG, energy, carbon footprint) etc.

• Understand the people

  • How many people does it take to run it, how many people on a shift, number of shifts, etc. Are they new people with limited technical knowledge or experienced plant workers.

    • Operators (Tech level), Operations Supervisor, Engineer, Process Analyst, Researcher, Field Service Repair, Managers (Production, Operations, Account, Area)

• Understand the pain points
  • What are the biggest issues of the plant? - Energy savings, Acquisition, Reporting, Communication, Training, etc.
    • Energy Cost & Consumption (RO specific or daily energy cost and consumption), $Chemical Cost savings, RO Performance (improve normalized baseline metrics), Production and Effluent Compliance
  • How many times do you have these issues? - One a month, day etc.

Overview - visualization, report automation, report creation

• It's easy, better than SCADA, enables communication - Manager Persona

  • Use Overview to replace or in conjunction with existing SCADA. Having Overview data available to you all the time, instantly on the platform

  • Create Overview blocks to create Summary, Performance, Operations, and GHG Emissions Graph Views as examples.

  • Train everyone to use these visualizations, rather than everyone looking at a different thing

• Best practice - create overviews to drive meetings, periodic reporting - Manager and Operator Personas
  • Operators monitor Overview Views and Blocks in everyday operations, and flag any anomalies observed
  • Manager or Operator can use the drill down feature to see more detailed info of anomaly in Interactive

  • Manager creates the Overview blocks and uses the resulting graphics to drive meetings

  • Manager creates  daily/weekly reports and schedules them to automatically send out via email to their team
     

Data -get data out of filing cabinets, make it actionable, valuable

• Sensor data - Pani helps with data connectivity and mapping

  • We help with inputting data and historical data into the Pani Platform. Once it's there it will always be available for use in analyzing your data, potting trends, and making your data actionable etc.

• Manual data entry - for lab reports, water analysis - Operator Persona for data entry. Manager or PA Persona for driving KPIs with this data

  • Managers or PA create these customized logs based on their previous paper workflow bringing these into the digital realm. Once there, data input into the platform can be used in various ways within your workflow process

  • Having manual data entry logs already setup on the platform, makes the Operators job easier and more efficient for data input, no more paper logs to get misplaced or damaged. If data is input incorrectly, it can be easily fixed and reflected immediately in one's workflow

• Workflows and adoption of using Pani Quick Logs, forms to make data actionable

  • Quick Logs are a unique Pani feature allowing you to capture operational notes that can be used in future data analysis in the Interactive page to provide context to displayed graph data making them actionable.

    • Such as #leakng mechanical seal found @tnk-01 location. A list of #tags and @assets can be created for use in these notes (these appear on Interactive Graphs as shaded bars).

KPI Creator

• Manager and PA Personas

  • Use KPI Creator to build Key Performance Indicators used to monitor the health and performance of your plant.

    • This allows you to create your own KPI based on single or multiple sensors, this feature even allows you to create intermediate KPI's to build more complex and insightful KPI's

    • These KPIs are then used to drive Overview views, Interactive reporting, Analytics and Alerts

• Math functions allow you to transform data for normalized parameters, % differences, sensor calibration issues
  • KPI Creator includes powerful arithmetic operations that you can select from for use in your calculation expressions.

Alerts

• Threshold-based notifications

  • Threshold based only - These are defined by the Manager or PA Persona

  • These Alerts are setup to trigger when an upper or lower threshold is exceeded. Notify the Operator of an issue

• Can push via email, or use platform notifications (Alarm Icon)

  • email notification can be setup to automatically send notification to selected team members, such as the triggering of a critical Alert. requiring immediate attention

• Operators or Managers Acknowledge Alerts, PAs and Mangers create them
  • Displayed Alert information is reviewed, course of action is addressed such as (pH level critically low fix pH) and then Acknowledged.

Insights

• Super Alerts that start using Pani expertise, have the ability to trigger based on multiple inputs
  • Based on plant specific hardware. These are setup based on the plant assets provided to us and defined by Pani (for Brite/Genius Plants)

  • Can push via email, or use platform notifications (Alarm Icon)

    • email notification can be setup to automatically send notification to selected team members, such as the triggering of a critical Insight. requiring immediate attention

  • Displayed Insight information is reviewed, course of action is addressed and then Acknowledged.

Analytics

• System-specific diagnostic tools to monitor and evaluate process and asset statuses, equipment degradation, and plant performance - Manager or PA Persona (for Brite/Genius Plants)
  • Includes an overview section where you can view various aspects of the Plants RO systems

  • Membrane Performance where changes in flowrate, salt passage, pressure drops, etc.

  • Production Metrics like time since last cleaning or replacement, Water Produced, Running Hours, etc.

  • Pressure Vessel Analytics displays each vessel's performance allowing you to analyze optimize servicing and troubleshoot specific issues

Forecasting

• Service prediction tool that informs the user and the operations team when service is required for a particular asset - Manager or PA Persona (for Brite/Genius Plants)
  • This also includes membrane cleaning and replacement (this is dependent on available prior cleaning/replacement data for the forecasting)

  • Forecasting predicts the number of days until a specific threshold is reached indicating cleaning or replacement of a membrane.

  • This tool also aids in balancing potential conflicts between servicing an asset and lost production. 

Optimization

• This is based on a plant’s specific topology and technology Manager or PA Persona (for Genius Plants)
  • RO Optimization uses a digital twin of the RO train to simulate operation and find the optimal setpoints using studies 

  • The main objective is to minimize specific cost: Energy Cost, Cost of producing feed water, Cost of disposing or further treating reject water etc.