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Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Lucasys Planning and Forecasting Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
American Electric Power Utilities 16330 $19.7B United States Lucasys Lucasys Planning and Forecasting EPM 2024 n/a In 2024, American Electric Power engaged Lucasys to standardize and cleanse tax fixed asset and tax accounting data using Lucasys Planning and Forecasting, an EPM application. The engagement is described as part of a tax technology transformation aimed at improving data quality for finance and regulatory reporting across its U.S. operations. Implementation scope concentrated on tax fixed asset and tax accounting domains, with work to harmonize source records, cleanse transaction-level attributes, and stage normalized tax basis data for downstream reporting. Lucasys Planning and Forecasting was configured to centralize tax planning inputs and forecast workflows, this module attribution is inferred from AEP's broader engagement with Lucasys tax and planning offerings and reflects common EPM functional patterns such as planning models, reconciliation logic, and data staging. Program governance emphasized standardized tax data definitions and repeatable cleansing procedures to support finance and regulatory reporting processes, with rollouts targeted to U.S. operating units. American Electric Power Lucasys Planning and Forecasting EPM supports tax accounting and finance reporting by improving the fidelity of fixed asset and tax accounting data used for regulatory submissions and internal tax planning.
Hope Utilities Utilities 720 $270M United States Lucasys Lucasys Planning and Forecasting EPM 2024 Utegration In 2024, Hope Utilities implemented Lucasys Tax and initiated deployment of Lucasys Planning and Forecasting within its EPM portfolio, engaging vendor Lucasys for tax and planning functionality. The program targeted standardization of tax fixed asset data across Hope Utilities U.S. operations to support tax accounting and regulatory reporting. The Lucasys Tax deployment converted and standardized tax fixed asset records, including assets from recent acquisitions, to create a unified repository for tax accounting and regulatory reporting. Lucasys Planning and Forecasting is positioned alongside Lucasys Tax to provide EPM capabilities such as integrated financial planning, forecasting and scenario modeling that align standardized tax asset data with planning workflows. Configuration emphasis included tax fixed asset data modeling, master data normalization and mapping tax attributes into planning data structures. Implementation services were delivered jointly with Utegration, leveraging EAA and SAP domain expertise to align data ingestion and reporting workflows. Integrations focused on consolidating fixed asset tax registers into the Lucasys repository and propagating standardized asset attributes into planning workflows and regulatory reporting processes across Hope Utilities U.S. operations. The technical architecture used centralized data consolidation and controlled staging layers to preserve auditability of tax asset conversions. Governance actions established a single source of truth for tax fixed assets, introducing standardized controls and data lineage to support tax accounting and regulatory reporting processes. The combined Lucasys Planning and Forecasting and Lucasys Tax deployment formalizes an EPM centric linkage between tax fixed asset master data and enterprise planning and reporting functions.
WEC Energy Group Utilities 7000 $8.9B United States Lucasys Lucasys Planning and Forecasting EPM 2024 n/a In 2024, WEC Energy Group implemented Lucasys Planning and Forecasting as an EPM solution to augment tax fixed asset and deferred tax processes. The initiative is positioned to support finance and regulatory reporting in the United States and to preserve existing integration and regulatory reporting capabilities referenced in public disclosures of a Lucasys Tax engagement. The implementation centered on configuring tax fixed asset ledgers and deferred tax calculation workflows within Lucasys Planning and Forecasting, combined with planning and forecasting models for tax provisioning and scenario analysis. Configuration work included data validation rules, reporting template setup for regulatory filings, and automation of recurring tax provisioning tasks to align operational workflows with month end and quarterly close cycles. Integration effort focused on maintaining connectivity between Lucasys Planning and Forecasting and core finance and tax data sources, as well as regulatory reporting feeds, to preserve continuity of submission processes. Governance changes emphasized role based access for tax and finance users, change control for calculation logic and reporting templates, and coordinated rollout across finance and regulatory reporting teams in the U.S., with the stated objective of retaining integration and compliance capabilities.
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