Got a client with 15 similar retail locations, all on the same utility and rate schedule. Anyone have tips for streamlining the audit process when you're dealing with multiple similar accounts? Trying to avoid reinventing the wheel 15 times.
Batch processing multiple accounts efficiently
Vernon, create a master template with all the rate calculations built in, then just plug in the different meter readings and billing data for each location. I can process 10-12 similar accounts in a day once the template is set up properly.
Diane's template approach works great. I also group the accounts by billing cycle - do all the accounts with the same billing dates together so you're working with consistent rate periods and seasonal adjustments.
One thing to watch out for - don't assume all locations have identical issues. I found 8 accounts with standard billing but 2 locations had incorrect meter multipliers and 1 was on the wrong rate schedule entirely. Still check each account individually.
Connie makes an important point. I create a summary matrix showing key metrics for all locations - kWh/sq ft, peak demand, power factor, cost per kWh. Outliers jump out immediately and tell you where to focus your detailed analysis.
Nancy's matrix idea is brilliant! I wish I'd thought of that on my last multi-location project. Spent way too much time on accounts that were being billed correctly while missing obvious errors on the high-usage locations.
Also recommend creating one master report with individual account summaries rather than 15 separate reports. Easier for the client to review and compare locations, plus you can identify patterns in billing errors across multiple sites.