UMAX: CRM and ERP Solution for Utilities built on Microsoft Dynamics 365

Optimize your business processes

UMAX is a set of modern, configurable Customer Information System (CIS), CRM, Asset and Field Services Management solutions, specifically designed for utilities and developed on the powerful Microsoft Dynamics 365 platform.
Our solutions simplify daily tasks through automation and user-defined workflows, supported by insightful analytics and actionable data. With our unique utility data layer, our solutions are fit for purpose for water and energy utilities.

Software solutions for future-ready utilities

By incorporating exception handling, UMAX can address over 80% of customer cases, enabling your CSRs to focus on the exceptions and excel in their daily operations. Explore how:

A flexible solution to meet your ever-evolving needs

UMAX CIS

Address all your business-critical utility meter-to-cash processes in 1 platform.

RATES
MANAGEMENT

ACCOUNT
MANAGEMENT

MARKET
INTERACTION

METER DATA
MANAGEMENT

CUSTOMER
MANAGEMENT

BILLING

PAYMENTS
& CASHIERING

CREDIT &
COLLECTIONS

ASSET
MANAGEMENT

UMAX CUSTOMER SERVICE

Boost the experience of your CSRs with a 360° customer view and optimize your Customer Engagement.

UMAX SALES

Use AI-driven insights to communicate more effectively with your customers and prospects, and to shorten your sales cycle.

UMAX MARKETING

Personalize and orchestrate the journey of your customers to strengthen relationships and earn loyalty.

UMAX CUSTOMER SELF SERVICE

Provide your customers access to their data anywhere, anytime, on any device, with maximum ease of use.

UMAX FIELD SERVICES

Deliver pro-active service, optimize scheduling through AI and build customer trust through first-time fix resolution.

UMAX PORTALS

Communicate with external parties and provide them with better and faster access to the data they need.

UMAX ENTERPRISE RESOURCE PLANNING (ERP)

Automate your global financial operations and monitor your business performance in real-time.

UMAX ENTERPRISE ASSET MANAGEMENT

Use digitized inventory management with real-time visibility, optimized master planning, and a fully integrated warehouse management system.

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UMAX - CRM and ERP Solution for Utilities built on Microsoft Dynamics 365

UMAX highlights

  • Drive efficiency through automated processes, a simplified user experience and customer self-service capabilities, resulting in a guaranteed lower cost to serve.

  • Increase customer insights through omni-channel features allowing you to pro-actively manage customer satisfaction.

  • Streamline business processes through a flexible, highly configurable modular platform and seamless third-party integration.

Take advantage of the powerful Microsoft platform and unleash the power of your utility data

Microsoft Power BI

Turn data into opportunities.

Drive better business decisions: analyze your data for insights and turn it into opportunities with the Microsoft Power BI data visualization tools. Power BI is natively integrated into our solution.

Azure Data Lake

Scalable, cost-effective storage for big data analytics.

Azure Data Lake includes all the capabilities required to make it easy to store data of any size, shape, and speed, and do all types of processing and analytics across platforms.

Microsoft Power Apps

Solve custom business challenges by building low-code apps.

PowerApps apps helps you achieve business process automation, business intelligence, and workplace modernization. Empower your team to start building low-code apps right away using prebuilt templates, drag-and-drop simplicity, and quick deployment.

Artificial Intelligence

Drive your digital transformation with intelligent technology.

AI helps you gain a deeper understanding of business processes to produce proactive, data-driven insights.

With our open architecture
you can easily integrate with other solutions

STANDARD API’S

Integrate data and functionality from UMAX in other applications, including Portals and Mobile Apps.

CONNECTED PROCESSES

Create connected processes between UMAX and other internal or external applications.

OPEN DATA

All data in UMAX will be available for external consumption, advanced analytics and AI driven insights.

Leverage the untapped potential of your data with the first Data Hub designed for
energy and water utilities

In 2021, Itineris acquired Opinum. The Opinum Data Hub is a secured cloud-based platform that allows you to centralize, enhance, analyze, and visualize your data. You can use it to optimize natural resources usage (e.g. water preservation), renewable power generation and energy distribution processes. Visit the Opinum website or get in touch with us if you want to learn more about the Opinum Data Hub.

Visit the Opinum website
Opinum - Data Hub for energy and environmental actors

Want to learn more about our solution?
Let’s talk!