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Agreement for TruePoint Services Exhibit B — RFP Requirements Provides fully integrated functionality such that data is entered only one-time and available throughout the system y and available in real-time (single -points of data entry) in all related modules Provides organized screen layouts that are customizable Y Provides consistent use of icons, colors and menus across all modules y Provides shortcuts for frequently accessed processes, y screens, reports, etc. Provides open ended search capabilities (e.g. partial/full word and/or number) that search across all modules and Y attachments Provides online help that is context sensitive and content y appropriate with manuals also available for download Provides integrated workflow management including generation, routing, notification and approval of forms, reports, other documents and processes (e.g. payable y processing, purchase orders, GL transactions, HR transactions, payroll processing, budgeting, personnel action forms, etc.) for all modules Provides a reporting toolset that is consistent across all y modules Provides modeling tools to do 'what if' analysis and forecasting (i.e. analysis of revenue/expenditure trends and Y the ability to develop forecast projections) Provides real-time access to data and data is immediately available for inquiry and reporting y Allows users to drilldown from reports and inquiries to y source transaction and attachments Provides full integration with MS Excel for all modules (e.g. worksheet export to Excel, data imported from Excel, etc.) and allows users to export reports to Excel that include Y formulas/formatting Provides the ability to copy and customize standard reports Y Provides the ability for reports to access data across all y modules Provides the ability to create report notification groups and W/C inform/alert groups a new report is available Provides the ability to choose a format when exporting a y report (e.g. Excel, Adobe, flat file, delimited, etc.) Provides the ability for reporting to be based on user security y setting Provides the ability to save and "publish" ad hoc reports for y use by others Provides the ability to query and report on any field within any module y REV: 04-23-19 PR Page 20 of 64 RFP Requirements Page 20 ATTY/AGR2019.106/TruePoint TrueBill Utility Billing System