Retail Energy Provider
Consolidating multiple brands onto a single billing platform and saves $200K per month
A retail energy provider faced two parallel challenges: converting an existing book of 300K customers to a new billing platform while simultaneously configuring three new business entities, each with distinct billing rules, rate structures, and sales channel integrations. CG Infinity led the phased VertexOne implementation from end to end, establishing data quality standards during the initial conversion that carried through every subsequent entity buildout. The consolidation brought 500K+ customers across four entities onto a single platform and generated $200K per month in operational savings.
AT A GLANCE
A retail energy provider consolidated multiple brands onto a single VertexOne platform supporting over 500,000 customers across four entities. The consolidation generated $200K per month in operational savings by eliminating the overhead of siloed billing infrastructure.
TOOLS
VertexOne (UtiliBill)
Service Line
Energy & Utilities | App Modernization
The Challenge
Multi-brand consolidation with a 300K customer book to convert
The project combined two demanding workstreams: a large-scale data conversion of existing customers and the complete configuration of three new business entities, each with distinct billing rules, rate structures, payment processing requirements, and sales channel integrations. Maintaining consistency and scalability across all entities while accommodating business-specific requirements was a significant operational and technical challenge.
THE SOLUTION
Phased end-to-end implementation across conversion and new entity buildout
CG Infinity led the implementation in phases to ensure stability at each milestone. The initial work converted 300K existing customers to VertexOne, establishing data quality standards that carried through the full engagement. Each new business unit was then configured end-to-end, covering billing rules, rate structures, bill printing, payment processing, and sales channel integrations, with hands-on CG Infinity support through testing and go-live for each entity.
THE RESULTS
$200K monthly savings across 500K customers on one platform
The platform consolidation brought 500K+ customers across four entities onto a single system, generating $200K per month in operational cost savings through streamlined processes and centralized infrastructure.
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