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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 Energy Operations System (EOS)?

EOS transforms and elevates the entirety of your customer life cycle, covering aspects such as acquisition, product offerings, billing, and customer support. By utilizing its powerful features and intuitive interface, you can achieve unparalleled efficiency while delivering seamless experiences for your clients. Enhance your customer management through the use of user-friendly agent interfaces, automation of repetitive tasks, and intelligent workflow management systems. With its low-touch configurations, you can swiftly implement new business procedures and refine current operations without needing assistance from developers. A unified platform simplifies the centralization of your technology operations, allowing for comprehensive oversight of the entire customer journey. Furthermore, EOS includes an Innovation Space designed for creating effortless integrations with external providers like Salesforce or Dynamics, as well as for crafting tailored solutions such as broker interfaces or pricing engines. You have the option to have these integrations and custom developments managed for you or to work alongside your technology partners and internal teams to guarantee successful outcomes. This holistic strategy not only enhances operational efficiency but also improves customer satisfaction at every point of their journey, ultimately fostering stronger long-term relationships with your clientele. In this way, EOS serves as a catalyst for continuous improvement and innovation in customer experience management.

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

Znalytics

Date Founded

2014

Company Location

United States

Company Website

www.znalytics.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

Energy Management

Benchmarking
Bill Audit
Bill Database
Bill Importing
Budgeting & Forecasting
Compliance Management
Contract Management
Cost / Use Reporting
Emissions Monitoring
Energy Price Analysis
Facility Scheduling
Greenhouse Gas Tracking
Load Control
Load Forecasting
Meter Tracking
Risk Management
Weather Normalization

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