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SCOPE AND RESPONSIBILITIES <br />Proposed Scope <br />• The core CIS (Billing, Service Orders, Collections, Customer Care) and ancillary modules will <br />be ported forward to allow for continued use of existing functionality. <br />• enQuesta system interfaces that are currently licensed will be ported forward and <br />maintained in their as -is state, unless modified per this Statement of Work. (See Appendix <br />- Attachment A - Interface List). <br />• enQuesta system modifications and enhancements that have been implemented by the <br />Customer will be ported forward and maintained in their as -is state, unless modified per this <br />statement of work. <br />The customer has elected to implement the following new features: <br />New Features Last <br />This enhancement list serves as a basis to describe selected major features and changes within the <br />enQuesta product release. <br />Advanced Search <br />Advanced Search provides a quick, powerful way to locate customer accounts. <br />After every keystroke a new search is sent to the server. Similar to a Google search, the idea is <br />that the user checks the results as they type. If the result they are looking for is not within <br />view - they simply keep typing to further refine the search. The goal is that each search is <br />satisfied without the user having to scroll or page through the results. <br />Advanced search allows for partial names to be entered. For example Jo' will match upon <br />Jones,' `john,' or `journal st.' Behind the scenes it is creating a wildcard query. So for example <br />`jo' is sent to the server as Jo *'. This is very powerful and means that the user doesn't have to <br />completely type each term they are looking for. For example a query of Jon sol' might be all <br />that is needed to find customer Jones living on Soldano Ave. <br />The_Inauiry Portal Advanced Search feature has been enhanced to allow users to <br />save_Rersonal search criteria sets for future use. Also, users who are configured to <br />see the same Inguiry Portal view have the ability to save and share search - criteria <br />sets. <br />Routing Work Orders via Work Queue <br />Some work orders require follow -up tasks outside the work order itself. For example, a follow - <br />up call to make sure a recent complaint has been resolved. Work order types can be configured <br />to assign such tasks to specific employees by e -mail and to generate an entry on their Task <br />Routing Work Queues to organize and facilitate these follow -up tasks. Things like: <br />• Calling back two weeks after a complaint to ensure that the customer has been satisfied <br />• Sending an e-mail <br />• Mailing utility literature /documentation <br />• Arranging a replacement refuse bin for a customer with a broken bin <br />City of Santa Ana - enQuesta Upgrade Statement of Work <br />Page 5 of 32 Proprietary and Confidential to Systems & Software, Inc. 2/16/2016 <br />Document subject to the California Public Records Act <br />