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List of Lucasys Regulatory and Rate Case Management 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 Regulatory and Rate Case Management EPM 2024 n/a In 2024, American Electric Power implemented Lucasys Regulatory and Rate Case Management. The engagement concentrated on standardizing and cleansing tax fixed-asset and tax accounting data to improve finance and tax data quality in the United States. Lucasys Regulatory and Rate Case Management was deployed as an EPM solution to consolidate tax accounting, fixed asset records, and regulatory rate case information. Configuration emphasized fixed asset data model harmonization, tax accounting data cleansing, and regulatory rate case record consolidation within the application, with centralized data validation and reporting to support compliance workflows. Workstreams covered finance, tax, and regulatory departments across American Electric Power United States operations, aligning asset accounting and tax provisioning processes. Implementation included ETL style data ingestion and normalization workflows into the Lucasys system to create a single source of truth for tax and fixed-asset records. Governance changes instituted data stewardship roles, standardized chart of accounts mapping, and staged rollout practices to support ongoing data quality and future automation. Outcomes reported included streamlined tax processes and improved data organization, positioning American Electric Power and Lucasys Regulatory and Rate Case Management for subsequent regulatory and tax automation initiatives.
Hope Utilities Utilities 720 $270M United States Lucasys Lucasys Regulatory and Rate Case Management EPM 2024 Utegration In 2024, Hope Utilities implemented Lucasys Regulatory and Rate Case Management. The EPM deployment included Lucasys Tax fixed-asset capabilities to consolidate tax fixed-asset data from disparate systems and recent acquisitions, supporting finance, tax, and regulatory reporting across its U.S. gas and water operations. Implementation established a single repository for tax fixed-asset data and configured modules for tax depreciation tracking, fixed-asset accounting, and regulatory filing support. Lucasys Regulatory and Rate Case Management was configured to centralize asset-level tax attributes and depreciation schedules, aligning tax and regulatory position data for rate case preparation workflows. The program was delivered with systems integrator Utegration and integrated with finance and tax ledger workflows and regulatory reporting processes to enable consistent data flow across operational sites. Operational coverage targeted Hope Utilities U.S. gas and water businesses, consolidating data from recent acquisition activity into a unified EPM data model. Governance changes focused on standardized tax fixed-asset data stewardship and centralized reporting controls to support compliance and regulatory submissions. The implementation resulted in a single repository for tax fixed-asset data and improved operational efficiency as reported in the deployment summary.
Summit Utilities Utilities 400 $50M United States Lucasys Lucasys Regulatory and Rate Case Management EPM 2024 Utegration In 2024 Summit Utilities implemented Lucasys Regulatory and Rate Case Management, deploying it as an EPM solution to modernize tax fixed-asset processes in the United States. The initiative moved the company off PowerTax to Lucasys Tax components, aligning tax fixed-asset recordkeeping and reporting with a single vendor platform and consolidating finance and tax workflows under the Lucasys Regulatory and Rate Case Management application. The implementation included data conversion and standardization of asset records to create a unified tax fixed-asset repository, and configuration of tax-focused fixed-asset workflows for asset identification, tax basis alignment, and reporting consolidation. Configuration work emphasized a central repository for asset-level tax detail and automated tax reporting flows consistent with EPM functional patterns for tax and financial close support. The engagement was implemented with partner Utegration and covered finance and tax operational scopes within Summit Utilities in the United States. Governance changes centered on centralized stewardship of tax fixed-asset data, standardized data validation rules, and handoffs between tax and finance teams, and the deployment delivered a unified tax fixed-asset repository and faster, more accurate tax reporting as stated in the engagement summary.
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