Overview

UMAX is a modular Customer Information System (CIS) and CRM suite purpose-built for utilities, delivered on Microsoft Dynamics 365 and typically hosted in Azure. It consolidates meter-to-cash processes, customer service, billing, payments, field service and enterprise asset management into a configurable platform that supports self-service portals, AI-enabled workflows and Power BI analytics to improve operational efficiency and customer experience.

Features and Capabilities

• Platform & Architecture: UMAX is built natively on Microsoft Dynamics 365 and delivered via Azure; this enables native integration with Microsoft Copilot/AI, Power BI analytics and standard APIs for third-party connections.
• CIS — Meter-to-Cash: Comprehensive meter data management, flexible rate and tariff configuration, accurate billing and invoicing, payment processing, cashiering and reconciliation workflows designed for energy and water utilities.
• Customer Service & CRM: 360° customer view, case and contact management, omni-channel interactions, configurable business rules and exception handling to let CSRs focus on exceptions rather than routine cases.
• Field & Asset Management: Integrated field service scheduling, mobile workforce support, first-time-fix optimisation, and enterprise asset management features including inventory and warehouse integration.
• Customer Self-Service & Portals: Responsive customer portals and external portals that provide customers access to accounts, consumption data, bills and service requests on any device with secure authentication.
• Rates & Contracts: Flexible rates engine supporting complex tariffs, dynamic contracts and market-driven pricing models to allow rapid rollout of new pricing and product offerings.
• Collections & Credit Management: Credit checks, dunning, flexible collections workflows and integrations to support automated collections while preserving customer experience.
• Data & Analytics: Native Power BI support for operational dashboards and KPI reporting; UMAX exposes utility data to drive insight-led decisions and performance monitoring.
• AI & Automation: Natively embedded AI via the Microsoft platform (Copilot) to automate repetitive tasks, provide smarter exception handling and surface predictive insights for operations and customer engagement.
• Integration & Extensibility: Open architecture with standard APIs for integration into billing engines, smart meter platforms, GIS, payment gateways and third-party portals.
• Deployment & Compliance: Delivered as a service on Azure with enterprise security posture, supporting certification standards and scalable deployments across geographies.
• Modularity & Configurability: Modular product design (CIS, CRM, Field Services, ERP/Finance, Portals) allows utilities to pick modules that match their transformation roadmap and scale over time.