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 SAP, Lucasys 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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Energy Transfer LP | Oil, Gas and Chemicals | 16248 | $82.7B | United States | SAP | SAP S/4 HANA | ERP Financial | 2019 | In 2019, Energy Transfer LP migrated from SAP ERP ECC 6.0 to SAP S/4 HANA to centralize financials and manage a vast asset footprint that spans over 130,000 miles of pipelines across 44 states and extends into Canada, Mexico and China. The SAP S/4 HANA implementation served as the companywide ERP Financial platform to consolidate multiple ERP instances, centralize operations, and streamline integration of acquisitive growth into a single system of record. Energy Transfer implemented core asset accounting and regulatory reporting capabilities in SAP S/4 HANA augmented by the SAP certified Finance4U add on from Utegration. Finance4U was extended in collaboration with Utegration to support multi ledger requirements for tax, regulatory, and GAAP reporting and to address group depreciation limitations native to SAP. The combined configuration delivered capabilities for asset retirement and transfer of regulatory assets, centralized group depreciation calculations, and enhanced reporting and audit support that were previously difficult to produce directly from the ERP. The deployment was executed as a phased program with mock load cycles and a controlled pause for extensive training and conversion refinement, enabling iterative reduction of master data issues prior to final cutover. Finance4U was integrated directly into the SAP S/4 HANA environment by Utegration, enabling Energy Transfer to maintain a clean core strategy with minimal bespoke customization. Post go live, the integrated S/4 HANA and Finance4U landscape supported the rapid assimilation of acquired asset portfolios, with four large acquisitions incorporated into SAP within a 90 day timeframe each. Governance and process changes emphasized centralized financial controls, multi ledger governance for regulatory reporting across FERC regulated companies, and stricter conversion and testing discipline to handle group assets that number over 100,000 items. Collaboration with Utegration and SAP focused on improving conversion throughput, moving a process that initially took weeks to one that could be run in just a few days. The implementation yielded explicit operational outcomes including faster and more accurate month end close, reduced manual processing, and improved regulatory reporting and auditability while preserving upgradeability through a clean core approach. | |
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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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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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Utilities | 400 | $50M | United States | Lucasys | Lucasys Fixed Assets | Enterprise Asset Management | 2023 |
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Utilities | 400 | $50M | United States | Lucasys | Lucasys Tax | Tax Management | 2023 |
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Buyer Intent: Companies Evaluating Utegration Services
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