Case Study: EPCOR streamlines community investment management with Optimy

How EPCOR Streamlines Its Community Investment Process With Optimy

EPCOR, a utility provider serving more than 2 million customers in Canada and the U.S., was using sponsorship and grant management software that was not meeting its needs. The team struggled to make changes to application forms, and slow support was holding back its community investment, sponsorship, and corporate giving work.

EPCOR switched to Optimy to manage applications, evaluation stages, follow-up reports, and automated workflows. The team said the transition was smooth, the system was easy to use and flexible, and applicant forms became straightforward enough that they had not received a single email with concerns from applicants. Optimy also improved internal efficiency and customer service satisfaction.

EPCOR

Robyn Schommer

Senior Advisor of Community Investment