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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Hope Utilities | Utilities | 720 | $270M | United States | Lucasys | Lucasys Planning and Forecasting | EPM | 2024 | 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. | |
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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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Hope Utilities | Utilities | 720 | $270M | United States | Lucasys | Lucasys Regulatory and Rate Case Management | EPM | 2024 | 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. | |
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Utilities | 400 | $50M | United States | Lucasys | Lucasys Tax | Tax Management | 2023 |
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Utilities | 720 | $270M | United States | Lucasys | Lucasys Tax | Tax Management | 2024 |
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Utilities | 400 | $50M | United States | Lucasys | Lucasys Fixed Assets | Enterprise Asset Management | 2023 |
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Utilities | 720 | $270M | United States | Lucasys | Lucasys Fixed Assets | Enterprise Asset 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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