Case Study: EPCOR Utilities Inc. streamlines community investment management with Optimy

Epcor Utilities Inc streamlines community investment with Optimy and cuts applicant complaints to zero

Epcor Utilities Inc, a utility provider serving over two million customers, faced significant challenges with a rigid community investment platform. Their previous sponsorship management software was unsupportive, making form changes difficult and blocking operational progress with slow issue resolution. Seeking a comprehensive CSR management tool, they turned to Optimy after a peer's successful migration.

Optimy provided a flexible solution with self-managed forms and automated workflows for grants and community investment. The transition was smooth, resulting in zero applicant complaints and a team that would confidently refer Optimy to anyone. The implementation enabled data-driven applicant selection and gave Epcor full autonomy to configure their evaluation stages without IT support.

Epcor Utilities Inc