Go live with confidence.
Plan, assign and track every onboarding activity — from initial setup to successful cutover — in one collaborative workspace.
Clear direction to get started — and to go live
UBM onboarding is genuinely complex — many moving parts and dependencies that don't fit neatly into a rigid, wizard-driven flow. So instead of a wizard, we give you a ready-made plan.
The Onboarding Planner shows your organisation exactly what's needed to get set up straight away — an out-of-the-box, handy planning tool you can follow all the way from initial setup to go-live.
And because the plan is already structured, you can present it to management in minutes — with owners, dates and progress everyone can see. That's the crux of it.
Your implementation, structured from day one
BillPortal gives you the plan. Your team owns the work. Every standard task is self-explanatory.
A plan, pre-built for you
Every organisation starts with a complete, BillPortal-authored implementation checklist — from foundation setup through testing, parallel run and cutover. No blank canvas.
Own it as a team
Assign each task to yourself or any active member of your organisation, set priority, and track who is doing what across the whole cutover.
Portfolio progress, tracked
Volume-based tasks show real progress like 30/30 properties or 230/240 meters, read from your live BillPortal data where available.
Self-explanatory tasks
Each task drawer explains the prerequisites, exactly where to navigate, step-by-step setup instructions and a Go-to-Setup deep link.
One glance for management
Overall completion, status counts, blockers, overdue work and the target go-live date — always current, always shareable.
Export & present
Export the plan to Excel for the working team, or print a clean, management-ready PDF implementation & cutover plan.
Seven phases, one clear path to go-live
A predefined catalogue of tasks, grouped the way real utility onboarding actually happens.
Foundation Setup
Users, Properties, Units, Accounts, Meters, GL codes, payment & AP file customisation, ACH/NACHA.
Automation
Bill streams (email, API, portal credentials), payment-file schedule and ENERGY STAR sandbox & production.
Operational Control
Missing-bills monitoring and the operational KPIs your team will manage BillPortal by.
Historical Data
Upload historical bills and link them to the right property, account and meter context.
Testing
Bill-stream, payment-file (4 runs) and AP-file (4 runs) testing, plus teams & processes.
Pre-Cutover Plan
2–4 week parallel run, payment-file and AP-file readiness, and team change-management alignment.
Cutover
Go live with confidence and capture your actual go-live date as the historical record.
Understand → assign → set up → complete → cut over
A guided implementation planner and progress tracker — not another project-management tool to learn.
BillPortal provides the plan upfront. Your team assigns the work, tracks progress and completes it — with the exact setup guidance for every task.
Onboarding Planner — questions & answers
A pre-created BillPortal implementation and cutover checklist for your organisation — you assign the work, track progress and complete it.
See how much time and spend you can reclaim
Book a personalised walkthrough and we’ll map BillPortal to your portfolio, suppliers and payment flows.