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What is UMAX?

UMAX provides a modern range of customizable solutions designed for Customer Information Systems (CIS), Customer Relationship Management (CRM), and Asset and Field Services Management, specifically aimed at utility companies and built on the powerful Microsoft Dynamics 365 framework. Our solutions streamline daily operations by incorporating automation and tailored workflows, supported by actionable analytics and insightful data. By adopting automated processes, simplifying user engagement, and offering customer self-service functionalities, organizations can not only boost efficiency but also significantly cut service expenditures. Additionally, our comprehensive omni-channel capabilities offer organizations a deeper understanding of customer behavior, allowing for proactive customer satisfaction management. With our flexible, highly configurable modular platform that seamlessly integrates with external systems, businesses can enhance their operational efficiency. Furthermore, by tapping into the advanced features of the Microsoft platform, organizations can unlock the full value of their utility data, enabling them to excel in a competitive market while simultaneously improving the overall customer experience. Ultimately, our commitment to innovation ensures that utility companies are well-equipped to navigate the challenges of the future.

What is Dallas Data Systems?

Is your current service provider compliant with SOC 1 certification? If not, consider contacting Dallas Data Systems, Inc., as we can assist you in navigating the intricate process of SOC 1 compliance. A SOC 1 Report, which stands for Service Organization Controls Report, assesses the controls in a service organization that impact the internal control systems of user entities, particularly concerning financial reporting. This report has replaced the previous SAS70 standard and encompasses both Type I and Type II reports, now regulated by the SSAE 16 framework. Our Accounts Payable program is designed with user-friendliness in mind and guarantees strict monitoring of payments and current liabilities. By seamlessly integrating this adaptable software with your General Ledger, Requisitions, and Purchase Orders, you can accomplish thorough encumbrance accounting. Developed for optimal efficiency and supervision, our Accounts Payable solution simplifies workflows and minimizes the necessity for excessive journal entries, which ultimately conserves your valuable time and resources. As a result, your approach to managing financial transactions becomes not just more organized, but also significantly more efficient in the long run. This improved system can enhance overall financial clarity for your organization.

Media

Media

Integrations Supported

Microsoft Dynamics 365

Integrations Supported

Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Itineris

Company Location

United States

Company Website

www.itineris.net/north-america/solutionforutilities/

Company Facts

Organization Name

Dallas Data Systems

Date Founded

1997

Company Location

United States

Company Website

www.dallasdatasystems.com

Categories and Features

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

Utility Management Systems

Billing & Invoicing
Cable
Customer Management
Demand Planning
Electricity
Natural Gas
Plant Management
Service Call Management
Trash
Water
Work Order Management
Workforce Management

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Municipal

Animal Licensing
Code Enforcement
Fund Accounting
Inventory Management
License Issuance
Parking Management
Permit Issuance
Planning & Zoning
Property Database
Taxation & Assessment
Utility Billing
Work Order Management

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

Utility Management Systems

Billing & Invoicing
Cable
Customer Management
Demand Planning
Electricity
Natural Gas
Plant Management
Service Call Management
Trash
Water
Work Order Management
Workforce Management

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