PITCH DECK

Help Desk Services

Prepared by Energy Way | Presented to EVO Energy


Version 1.0 — Draft for Review | August 2026

Executive Summary

EVO Energy currently operates a single-vendor Help Desk model that presents measurable risks in resilience, scalability, and continuous service improvement. Energy Way proposes a transition to a structured, multi-vendor, evidence-based Help Desk Services model.

The Challenge

  • Single-vendor dependency creates concentration risk
  • No documented SOPs, escalation paths, or fault-handling playbooks
  • Exposed to service degradation during peak demand or vendor failure
  • Limited performance visibility and no pathway to continuous improvement

The Energy Way Solution

  • Fully configured, staffed, trained, and tested Help Desk operation
  • 13 structured workstreams from consulting through to innovation
  • Go-live: late November 2026
  • Full handover: 14 December 2026
  • Christmas surge capacity in place by 20 December 2026

Strategic Objectives

Eliminate Concentration Risk — Transition from single-vendor dependency to a resilient multi-vendor architecture with domestic redundancy.

Documented & Auditable SOPs — Establish EVO Energy-owned Standard Operating Procedures, escalation playbooks, and fault-handling frameworks.

Measurable Service Improvement — Deliver quantifiable gains in first-call resolution rates and customer satisfaction scores.

Platform for Innovation — Build a long-term capability for continuous improvement in fault resolution technology through the 2027+ Innovation Centre.

Programme Roadmap: 13 Workstreams

August 2026 → 2027 and Beyond

1

Phase 1: Foundation

WB 17–31 Aug 2026

  • SW1 – Consulting & SOP Capture
  • SW2 – Partner Selection
  • SW3 – Recruitment Process
  • SW4 – Infrastructure Configuration
  • SW5 – Reporting & Quality Controls
2

Phase 2: Training & Validation

WB 14–21 Sep 2026

  • SW6 – Staff Onboarding
  • SW7 – Sandbox Simulation
  • SW8 – Live Site Testing
3

Phase 3: Go Live, Handover & Beyond

30 Nov 2026 → 2027+

  • SW9 – Go Live (30 Nov 2026)
  • SW10 – Full Handover (14 Dec 2026)
  • SW11 – Ongoing Management
  • SW12 – Christmas Surge (20 Dec 2026)
  • SW13 – Innovation Centre (2027+)

Front-loaded process and infrastructure work ensures production-grade configuration before staff training begins.

Phase 1: Foundation

Swimlanes 1–5 | Week Beginning 17–31 August 2026

The Foundation Phase establishes the intellectual, operational, and technical bedrock of the Help Desk operation. No staff can be effectively trained — and no infrastructure meaningfully configured — without the artefacts produced here.

SW1 – Consulting (WB: 17 Aug)

Capture and document all SOPs. Develop P1–P4 escalation frameworks. Produce fault-handling Playbooks. Conduct OEM and provider outreach to gather historical data and baseline metrics.

SW2 – Partner Selection (WB: 17 Aug)

Identify and shortlist offshore staffing partners via APhilCC and PTIC. Criteria: utility sector experience, English proficiency, ISO 27001 compliance, workforce stability, and Australian business hours alignment.

SW3 – Recruitment Process (WB: 24 Aug)

Structured recruitment for Agents, Team Leaders, and QA roles against competency profiles co-developed with EVO Energy.

SW4 – Infrastructure Configuration (WB: 31 Aug)

Configure multi-vendor routing, telephony, ticketing, and knowledge base. Establish Melbourne-based redundancy infrastructure with defined RTO/RPO thresholds.

SW5 – Reporting & Quality Controls (WB: 31 Aug)

Establish dashboards, SLA tracking, call monitoring, ticket audits, KPI definitions, and cadence reporting. Accountability built in from day one.

Phase 2: Training & Validation

Swimlanes 6–8 | Week Beginning 14–21 September 2026

Energy Way applies a progressive validation model: no agent proceeds to the next stage without passing the prior assessment gate. Recruited staff are transformed into verified, competent Help Desk operators — assessed in both sandbox and live environments.

SW6 – Staff Onboarding (WB: 14 Sep)

Induction on EVO Energy values and code of conduct. Training on all SOPs and Playbooks. Structured information-gathering methodology. Fault resolution frameworks and troubleshooting decision trees. Communication standards and escalation etiquette.

SW7 – Sandbox Simulation (WB: 14 Sep)

Agents assessed in a fully simulated, non-live environment replicating EVO Energy fault scenarios. Scenario libraries built from SW1 data. Agents must pass defined competency thresholds. Underperforming agents receive targeted remediation and re-assessment.

SW8 – Live Site Testing (WB: 21 Sep)

Supervised live-environment testing on actual EVO Energy systems with Energy Way QA oversight. Pre-handover sign-off checklist completed. Configuration and skill gaps resolved before go-live is confirmed.

Phase 3: Go Live, Handover & Beyond

30 November 2026 → 2027 and Ongoing

1

SW9 – Go Live | 30 Nov 2026

Help Desk goes live with Energy Way Senior Consultant (Mile) embedded for one month. Real-time internal support, early escalation management, troubleshooting, and structured knowledge transfer. Hypercare period stabilises operations and builds vendor confidence.

2

SW10 – Full Handover | 14 Dec 2026

Full operational responsibility transfers to the selected vendor. Formal handover document signed by both parties, recording outstanding items, escalation contacts, and performance baselines.

3

SW11 – Ongoing Management | 14 Dec 2026+

Energy Way provides ongoing governance: monthly performance reviews, quarterly compliance and SOP audits, agent competency re-assessments, and continuous SLA tracking.

4

SW12 – Christmas Surge | 20 Dec 2026

Pre-positioned additional trained staff available from 20 December to manage peak call volumes during Christmas and New Year. Stood down once volumes normalise in January 2027.

5

SW13 – Innovation Centre | 2027+

AI-assisted fault triage, predictive fault detection using OEM telemetry, self-service customer resolution tools, and ongoing improvement of first-call resolution rates. Evidence-based technology investments tied to measurable outcomes.

Delivery Model: Single vs. Multi-Vendor

An evidence-based comparison across six critical dimensions

Evidence base: Labour cost benchmarking from PTIC and APhilCC market data. Resilience modelling based on Energy Way's multi-client deployment experience.

Risk Assessment

Key programme and operational risks — rated on Likelihood × Impact (1–5 scale)

Indicative Pricing & Investment Model

All figures in AUD — indicative pending partner selection and scope confirmation

Programme Setup Investment (One-Off)

Ongoing Operational Costs (Per Annum)

Governance, Assumptions & Next Steps

Governance Structure

Programme Steering Committee

Joint EVO Energy / Energy Way committee. Fortnightly during setup, monthly post-go-live. Accountable for programme decisions, risk escalation, and investment approvals.

Energy Way Programme Manager

Single point of accountability across all 13 swimlanes. Responsible for milestone reporting, risk management, and vendor interface.

EVO Energy Project Sponsor

Senior executive with authority to approve scope changes, accept deliverables, and represent EVO Energy's interests in governance forums.

QA Reviews

Independent reviews at end of Foundation Phase (post-SW5), end of Training Phase (post-SW8), and at 90-day post-go-live mark.

Immediate Next Steps

01

Charter Sign-Off

EVO Energy and Energy Way formally approve this Project Charter — target within 10 business days of presentation.

02

Project Sponsor Nomination

EVO Energy nominates Project Sponsor and provides stakeholder contact list for SW1 SOP workshops.

03

SW1 Kick-Off

Energy Way commences consulting and SOP capture — target WB 17 August 2026.

04

Commercial Proposal

Energy Way issues a formal commercial proposal based on confirmed scope for EVO Energy review and approval.

Built to Last.

Energy Way is committed to delivering a Help Desk Services solution that EVO Energy can rely on — not just at go-live, but for years to come.


We look forward to partnering with EVO Energy on this programme.

Energy Way | energyway.com.au | August 2026