Utilities
Your mandate is reliability, safety, affordability—and clear proof of compliance. Paper, email attachments, and siloed apps slow that mission down. We streamline high‑friction processes across the grid and the back office so your teams spend less time chasing documents and more time serving customers.
We deliver faster cycle times, fewer manual touches, stronger audit readiness, and clear visibility from the field to finance. Our vendor‑neutral approach ensures we design around your systems and goals—not a single platform.
Meter-to-Cash & Billing (Sales Orders)
Meter‑to‑Cash & Billing: Utilities often face bottlenecks when handling service orders, move‑ins/move‑outs, billing disputes, and payment exceptions. Our automation platform ingests requests from email, portals, and system feeds, applies intelligent classification, and validates them against your CIS and rate structures. Exceptions are flagged with AI‑generated recommendations, dramatically reducing manual work. Customer communications and audit records are automatically generated, ensuring both responsiveness and compliance.
Example: An electric utility processing millions of bills each month reduced adjustment case resolution time by over 40% by automating triage and creating a searchable case history, improving both audit readiness and customer satisfaction.
Regulatory & Compliance
Meeting the requirements of PUC, FERC, NERC CIP, EPA, and PHMSA audits requires airtight documentation. We centralize all compliance evidence, from rate cases to incident reports, with retention schedules, legal holds, and full audit trails. Workflows guide approvals and ensure deadlines are met, while document generation creates standardized filings and notices. With everything in one system, utilities respond to auditors faster and with greater confidence.
Example: A regional energy provider automated compliance evidence capture for NERC CIP, ensuring all audit documentation was organized, time‑stamped, and accessible for regulators, eliminating costly audit findings.
Accounts Payable Automation
AP departments in utilities manage high volumes of vendor invoices tied to fuel, maintenance, and capital projects. Manual handling slows down processing and creates a risk of late fees or missed discounts. With APVelocity and Tungsten automation, invoices are captured from any source, validated against purchase orders and contracts, and routed through straight‑through processing when possible. Exceptions are surfaced in real time with clear workflows for resolution. Dashboards give finance leaders visibility into accruals, cycle times, and cash flow opportunities.
Example: A multi‑state gas provider automated invoice intake from contractors and suppliers, cutting cycle times nearly in half and capturing thousands in early‑payment discounts each quarter.
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Customer Service & Claims (Case Management)
Customer expectations continue to rise, especially during outages or disputes. Our case management approach consolidates claims, credit requests, and reimbursements into one view. Requests are ingested from multiple channels, auto‑classified, and enriched with supporting data. Guided eForms help customers and employees supply missing information quickly, while automated document generation creates timely communications. The result is faster resolution, improved transparency, and stronger customer trust.
Example: A natural gas distributor centralized all damage claims and credit requests into one claims case system, cutting settlement time by 30% and improving customer satisfaction scores.
Vendor Management
Utility vendors—from construction firms to technology suppliers—must meet strict compliance and performance requirements. We replace fragmented onboarding processes with digital forms, automated validations of W‑9s and certificates of insurance, and integration to master data. Ongoing vendor interactions, contract updates, and performance documentation are managed in a single case record. This centralization improves accountability, simplifies audits, and strengthens vendor relationships.
Example: A water authority used vendor automation to streamline onboarding and compliance verification, ensuring contractors met safety requirements before beginning field projects and reducing onboarding time by 60%.
Human Resources
A dispersed workforce across plants, field crews, and offices demands efficient HR processes. Our solutions digitize onboarding, training, and certification tracking, making it easier to get new hires productive quickly. Safety incidents can be reported on mobile devices, routed for investigation, and automatically compiled into compliance reports. This not only accelerates HR and safety workflows but also ensures regulators receive consistent, well‑documented evidence.
Example: A municipal utility digitized all HR onboarding and safety training, creating a central repository of training attestations and reducing compliance reporting time from weeks to days.
