UMAX CUSTOMER PLATFORM

Smarter operations. Better experiences.

Engage your customers with personalized, proactive service while optimizing your utility’s operations.

The UMAX Customer Platform delivers a robust set of CIS, CRM and ERP modules to streamline processes, simplify operations, and elevate customer engagement – working together on one unified platform, powered by Microsoft Dynamics 365 and Azure.

UMAX Dashboards

Customer Information Solution (CIS)

Your system of record

This is the core of the UMAX Customer Platform. It delivers powerful meter-to-cash capabilities, streamlining billing, customer management, and revenue processes.

UMAX Manage

Easily manage accounts, including multi-relationships, move-ins/outs, exemptions, and landlord/tenant setups. Resolve customer requests and complaints with full account context.

From customer installations to production and distribution, easily manage the creation, removal, and maintenance of utility assets such as meters, registers, service equipment, MTU’s, backflow devices, transformers and more.

Handle payment exceptions, allocations, and outstanding balance settlements while offering customers a variety of secure payment methods that meet their needs and accelerate payment processing.

Equip your CSRs with intuitive, configurable wizards and workflows that streamline everyday requests and trigger automated actions like document generation, service order creation, and so much more.

Designed for all complexities of utility billing, the UMAX rates engine streamlines maintenance while preserving the flexibility to adapt quickly, enabling faster time‑to‑market for new rates and initiatives.

Create flexible, utility‑specific collection paths powered by workflow automation, document generation, customer-preferred notifications, and more.

Create utility‑branded letter and statement templates using an easy, Microsoft Word‑based design tool. Templates are securely published with full version control, ensuring you can always access previous versions.

Generate accurate bills and invoices with full billing cycle support, from advanced reads processing to bill production. Create accurate bills and invoices, access detailed reporting, and easy template customization.

Provide users with access to actionable data and critical reports that streamline business processes while giving teams clear visibility into the insights they rely on every day, all powered by the Microsoft platform.

Easily manage complex accounts, including multi-relationships, move-ins/outs, exemptions, landlord/tenant setups, and B2B billing.

Manage broker profiles, Letters of Authority (LOA), quotations, and commission calculations through an integrated portal.

Centralize contract management to ensure billing accuracy, regulatory compliance, and operational efficiency.

Capture, validate, and process meter readings seamlessly using smart meters, AI, and scalable cloud technology.

Manage all critical assets – from customer installations to production and distribution – while enabling predictive maintenance and proactive customer notifications.

Easily configure and maintain complex rates, enabling flexible pricing, quick time-to-market for new products and services, and support for metered, non-metered, and conditional pricing.

Streamline collaboration with third-party service providers, managing processes like asset maintenance, meter reads, smart metering, and customer registrations.

Generate accurate bills and invoices with full billing cycle support, detailed reporting, and easy template customization. 

Automate payments, exception handling, and settlements while offering flexible payment options, e-invoicing, configurable dunning, and integrated financial processes with automated field service triggers.

Customer Relationship Management (CRM)

Turn your data into engagement

This set of customer-engagement modules unify Sales, Marketing, and Customer Service. It gives you a single, connected platform for prospecting, campaigns, case management, and omnichannel service, all tailored to utilities. These modules are natively integrated with the CIS modules.

UMAX Grow

Build strong customer relationships, act on AI-driven insights, and close deals faster with streamlined sales processes.

UMAX Engage

Leverage AI-powered marketing to plan, execute, and analyze campaigns, drive brand awareness, and target the right customers – whether for commercial growth or promoting water conservation efforts in regulated utilities.

UMAX Serve

Provide your CSRs with a 360° view of every customer. Fast access to account data, persona-based workflows, and seamless back-office integration allow your CSRs to efficiently handle requests, track all interactions in a single timeline, and work in an intuitive, CSR-focused interface.

This lighter version of Customer Service gives your CSRs fast access to customer information with a complete account view, powerful search, and wizard-driven workflows for common processes. It can be extended with the Contact Center add-on, which adds integrated voicebot and chatbot functionality.

UMAX Maintain

Manage and automate service orders and asset maintenance with configurable back-office planning and field operations. Also available as a mobile app.

UMAX Empower

Empower your customers to manage their accounts, payments, and services independently, with AI-driven tools and real-time data. We can also easily integrate with your existing self-service portal. 

Enterprise Resource Planning (ERP)

Execute and close the loop

This module unifies finance, supply chain, asset and work management. It gives you a single, integrated system for streamlined operations and actionable insights.

UMAX Enable

Automate your financial operations with real-time insights and AI-powered analytics for smarter budgeting, invoicing, asset management, project operations, and compliance.

Streamline procurement and asset management with real-time inventory, optimized planning, and integrated warehouse systems, supported by a sophisticated supplier management framework.

Plan, execute, and monitor projects efficiently with structured methodologies, digital task assignment, resource tracking, and real-time collaboration.

OUR SOLUTIONS

UMAX Utility Suite

Itineris’ UMAX Utility Suite is a flexible, AI-powered platform for utilities, combining CIS, CRM, ERP, and data solutions. It helps you streamline operations, deliver personalized customer experiences, and act on real-time insights, all seamlessly powered by Microsoft and Copilot.

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UMAX Customer Platform

At the core of our Utility Suite, the UMAX Customer Platform provides a robust set of modules designed to streamline operations, simplify processes, and elevate customer engagement.

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UMAX Real-Time

Leverage real-time data to optimize operations, enable dynamic pricing, manage imbalances, and run what-if simulations – supporting complex tariffs and the rollout of new products and services.

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UMAX Add-ons

Extend and enrich your UMAX experience with advanced capabilities that seamlessly integrate with the UMAX Customer Platform.

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UMAX & AI

AI and Microsoft Copilot are natively embedded in the UMAX Utility Suite, using machine learning and intelligent agents to help you work smarter and achieve better results.

Discover how we empower utilities to work smarter

Discover how we empower utilities to work smarter

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