List of UI Financial Planning Customers
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United States
Since 2010, our global team of researchers has been studying UI Financial Planning customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased UI Financial Planning for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using UI Financial Planning for EPM include: Duke Energy, a United States based Utilities organisation with 26413 employees and revenues of $30.36 billion, Southern Company, a United States based Utilities organisation with 28314 employees and revenues of $26.72 billion, Southern California Edison, a United States based Utilities organisation with 14013 employees and revenues of $17.55 billion, FirstEnergy, a United States based Utilities organisation with 12335 employees and revenues of $3.20 billion, NV Energy, a United States based Utilities organisation with 2485 employees and revenues of $3.02 billion and many others.
Contact us if you need a completed and verified list of companies using UI Financial Planning, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The UI Financial Planning customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Duke Energy | Utilities | 26413 | $30.4B | United States | Utilities International | UI Financial Planning | EPM | 2015 | n/a |
In 2015, Duke Energy implemented UI Financial Planning to support business unit financial planning and analysis for its Ohio operations. The deployment used the UI Financial Planning application as an EPM tool to produce the Ohio five-year plan and to standardize monthly forecast updates presented to the Ohio state president and the business unit president.
UI Financial Planning was configured to deliver long range planning, annual budgeting, rolling forecasting, scenario modeling, and automated reporting capabilities aligned with EPM functional terminology. The implementation included construction of financial models and summary schedules to underpin executive management presentations, and automation of report generation to increase the efficiency of communications.
The deployment integrated UI Financial Planning with the third-party utility forecasting tool UI Planner and with internal data providers to ingest source schedules and operational inputs. Integration workflows supported coordination between senior management and business teams, enabling consolidated monthly forecast submissions and iterative updates to targets and assumptions.
Governance shifted to a monthly forecast and executive review cadence, led by the Manager of Business Unit Financial Planning and Analysis, who coordinated strategy, target setting, and model updates. Process improvements and report automation supported accelerated project timelines and identification of cost saving initiatives, reflecting an EPM-centered approach to centralize planning, reporting, and scenario analysis for Duke Energy's Ohio business unit.
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FirstEnergy | Utilities | 12335 | $3.2B | United States | Utilities International | UI Financial Planning | EPM | 2020 | n/a |
In 2020, FirstEnergy implemented UI Financial Planning, an EPM application, to centralize financial planning and project budgeting for its Distribution Generation Interconnection work. The deployment targeted FirstEnergy’s solar and renewable project portfolio, supporting management of more than 150 simultaneous projects and aligning financial planning with project delivery timelines.
UI Financial Planning was configured to support project budgeting and planning workflows, including mid month budget reviews and accrual reconciliation processes used by the UI Planner. The implementation emphasized project financial management capabilities common to EPM systems, enabling structured budget reviews, accrual accounting entries, and repeatable planning cycles tied to project milestones.
Operational coverage focused on the Distribution Generation Interconnection department and its coordination points, with the solution exchanging planning artifacts and financial status with internal scheduling functions and with external project management personnel to synchronize construction plans. The implementation supported business functions spanning project management, construction scheduling coordination, and finance and accounting reconciliation activities.
Governance was formalized through a Stage Gate philosophy, with FirstEnergy establishing a repeatable project management framework and naming a project champion to enforce consistent delivery across the project lifecycle. The combined process and UI Financial Planning configuration supported on time delivery to customer requested in service dates while consolidating project budget review and accrual reconciliation responsibilities.
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Northern Natural Gas | Utilities | 800 | $700M | United States | Utilities International | UI Financial Planning | EPM | 2018 | n/a |
In 2018 Northern Natural Gas implemented UI Financial Planning, an EPM application, to centralize financial planning for pipeline project portfolios and monthly forecasting. The deployment focused on supporting capital and operation and maintenance projects managed by the Pipeline Assessment Delivery Team, including projects up to $10m, and was used directly by project managers responsible for inspection, verification digs and repair activities from 2018 to 2020.
UI Financial Planning was configured to support core EPM capabilities including budgeting, capital planning, project cost management, monthly financial forecasting and authorizations for expenditure for capital and regulatory asset projects. The implementation embedded planning workflows to produce the daily, weekly and monthly reports used by vice presidents and the chief executive officer and to formalize approval steps for authorizations for expenditure and invoice and purchase order review.
The application operated alongside Northern Natural Gas applications including Oracle, P8, Asite, UI planner, EATS and Outage Tracker, aligning financial planning with project controls and operational reporting. Operational coverage included finance, pipeline safety, operations, facility planning, gas control, right of way and environmental teams, with the planning solution supporting cross-functional coordination between these groups and project delivery staff.
Governance and process changes emphasized monthly forecasting discipline and expenditure authorization workflows, with project managers and inspection staff using UI Financial Planning outputs to support authorizations and regulatory asset accounting. The implementation reinforced structured reporting and financial oversight for project approvals, invoicing review and capital execution without asserting changes to predecessor systems.
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Utilities | 2485 | $3.0B | United States | Utilities International | UI Financial Planning | EPM | 2021 | n/a |
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Utilities | 14013 | $17.5B | United States | Utilities International | UI Financial Planning | EPM | 2015 | n/a |
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Utilities | 28314 | $26.7B | United States | Utilities International | UI Financial Planning | EPM | 2017 | n/a |
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Buyer Intent: Companies Evaluating UI Financial Planning
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