Houston, 77002, TX,
United States
Utegration
Utegration, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Utegration collaboration with software players such as Lucasys, SAP and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Utegration | Lucasys | Lucasys Fixed Assets | Enterprise Asset Management | ERP Services and Operations |
| Utegration | Lucasys | Lucasys Tax | Tax Management | ERP Financial Management |
| Utegration | Lucasys | Lucasys Planning and Forecasting | EPM | EPM |
| Utegration | Lucasys | Lucasys Regulatory and Rate Case Management | EPM | EPM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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Summit Utilities | Utilities | 400 | $50M | United States | Lucasys | Lucasys Regulatory and Rate Case Management | EPM | 2024 | 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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Summit Utilities | Utilities | 400 | $50M | United States | Lucasys | Lucasys Fixed Assets | Enterprise Asset Management | 2023 | In 2023, Summit Utilities implemented Lucasys Fixed Assets and Lucasys Tax to consolidate tax fixed-asset data and streamline tax depreciation and regulatory reporting. The deployment targeted the finance and tax organization in the United States under the Enterprise Asset Management category, centralizing tax books that had been split across PowerTax and assets previously tracked in SAP. Lucasys Fixed Assets was configured to host consolidated tax books, asset master reconciliation workflows, depreciation engines, and regulatory reporting outputs consistent with Enterprise Asset Management functional expectations. The implementation included conversions from PowerTax and migrations of assets that had been maintained in SAP, requiring attribute mapping, data cleansing, and harmonization of depreciation conventions and tax reporting fields. Utegration served as the SAP EAA implementation partner for the broader SAP S/4HANA asset-accounting integration, connecting Lucasys Fixed Assets and Lucasys Tax to SAP S/4HANA to align tax books with financial ledgers. The integration approach used EAA interfaces to synchronize asset master updates, depreciation calculations, and tax reporting extracts between Lucasys and SAP S/4HANA, establishing a continuous data flow for accounting and tax processes. Rollout emphasized governance changes within finance and tax, instituting reconciliation checkpoints, conversion validation routines, and a centralized owner model for tax fixed-asset data to support regulatory reporting requirements. The project was completed in 2024 improving data continuity and operational efficiency. | |
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Summit Utilities | Utilities | 400 | $50M | United States | Lucasys | Lucasys Tax | Tax Management | 2023 | In 2023, Summit Utilities implemented Lucasys Tax as its Tax Management platform to consolidate tax fixed asset data across its utility operations. The program focused on converting balances from PowerTax and SAP into a unified repository, and Lucasys Tax was positioned to support finance and tax processes across Summit Utilities service territories in Arkansas, Oklahoma, and Texas. The implementation delivered an end to end asset accounting and tax solution built on SAP S/4HANA, with configuration of fixed asset register consolidation, tax provisioning workflows, and asset accounting controls. Lucasys Tax was configured to ingest converted balances and to maintain a harmonized fixed asset ledger, aligning tax calculation points and account mappings to corporate finance requirements. Integrations centered on balance conversion from PowerTax and SAP into the Lucasys Tax repository and native operation on SAP S/4HANA to ensure record continuity with transactional finance systems. Operational coverage included corporate finance and tax teams, with the unified repository serving as the authoritative source for tax basis and asset tax reporting across the three state territories. The rollout was delivered in partnership with Utegration to provide implementation, integration, and SAP S/4HANA alignment. The project emphasized governance through a centralized fixed asset repository and standardized tax accounting processes, and it reported improved data continuity and operational efficiency as explicit benefits. | |
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Utilities | 720 | $270M | United States | Lucasys | Lucasys Planning and Forecasting | EPM | 2024 |
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Utilities | 720 | $270M | United States | Lucasys | Lucasys Regulatory and Rate Case Management | EPM | 2024 |
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Utilities | 720 | $270M | United States | Lucasys | Lucasys Fixed Assets | Enterprise Asset Management | 2024 |
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Utilities | 720 | $270M | United States | Lucasys | Lucasys Tax | Tax Management | 2024 |
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Oil, Gas and Chemicals | 16248 | $82.7B | United States | SAP | SAP S/4 HANA | ERP Financial | 2019 |
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Buyer Intent: Companies Evaluating Utegration Services
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