Through a collaboration with the Edison Electric Institute (EEI), E Source brought together three utilities with a shared goal: to better understand their low- and moderate-income (LMI) customers’ energy challenges and design solutions to help them manage their utility bills.

E Source congratulates the City of Tallahassee, Florida, for completely delivering its customer information system (CIS) project. In cooperation with City leadership, management, and all project members, along with E Source’s program management team, the City has successfully deployed and is now live on its new Itineris UMAX Customer Information and Customer Self-Service System, Honeywell Meter Data Management System (MDMS), and Paymentus payment solution.

E Source congratulates South Coast Water District (SCWD) for the successful migration of its customer information system (CIS) and the deployment of a new customer self-service (CSS) solution. In partnership with E Source’s program management team, SCWD upgraded to the latest version of enQuesta CIS and deployed the new Capricorn CSS, both developed by Systems & Software.

A customer information system (CIS) implementation will affect nearly every employee and business area in your utility. It’s not just a technology project; it’s also a time to work toward company-wide goals like improving internal processes, increasing customer engagement, and enhancing the customer experience (CX). A successful CIS implementation manages the organizational and individual change experienced by customers and employees.

E Source is pleased to announce the launch of its Affordability and Equity practice. This new and unique offering merges best-in-class research and advisory capabilities with extensive, hands-on expertise. It also marshals the collective resources of the company, including breakthrough data science and implementation services, to help utilities navigate complex affordability and equity challenges and better serve vulnerable customers and communities.

As we wrap up 2023, we wanted to reflect on the success of E Source Forum 2023. So I sat down with Dave Perotti, E Source CEO, and Michael Carter, president of E Source Research and Advisory, to do just that.

“This year’s Forum was dedicated to not only elevating the customer experience but making it an equitable one. Because of this, the overarching theme seemed to be one of transformative exploration,” said Perotti.

This report was coauthored by Tom Lienhard, an executive consultant. Tom Lienhard retired from Avista Utilities in 2021 as an efficiency engineer after more than 25 years with the utility. His expertise as a mechanical engineer and experience with facilities management have given Tom a unique understanding of customers’ needs related to metering, distributed generation, and energy usage.