Market Knowledge
We Speak Energy.
We've worked across complex deregulated energy markets around the world. From customer acquisition and enrollment through billing, collections, and retention, we understand the REP lifecycle.
Anyone can bring the technology. What sets us apart is knowing exactly how energy businesses live or die by how it's built.
Our Practice
Led by Practitioners. Not Just Consultants.
Our practice is built on people who have operated energy businesses from the inside, not just built technology for them as consultants.
Billing & CIS Migrations
Led end-to-end across multiple markets and platforms
Risk & ETRM Systems
Replaced and integrated without disrupting trading operations
Post-Merger Consolidations
Managed multiplatform CIS and customer record unification
Regulatory & Compliance Operations
PUC and ISO market experience built into every engagement
What Our Clients Say
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"The only way we could have delivered the scope and scale of this technology innovation was with a partner who was equally committed to our strategy and goals."
CIO/CTO
Retail Energy Provider
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"They bring the same level of excellence when building for the future as they do supporting our legacy systems."
Vice President
Retail Energy Distributor
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"Phenomenal at mapping our existing multi-step manual customer intake processes to define and develop an automated solution for our team."
Manager, Energy Efficiency
Regulated Gas Utility
CIS Implementation & Migration
Migrate your CIS without stopping business
Your team can't pause day-to-day operations for a platform transition. We lead CIS replacement and multi-market consolidation with go-live cutover planning, settlement reconciliation, and revenue leakage remediation across ERCOT, PJM, NYISO, and IESO markets.
Customer Acquisition & Enrollment
Build the infrastructure your growth depends on.
Growth stalls when your acquisition infrastructure falls behind your channels. We implement digital channel management, broker programs, shopping site integration, EDI processing, and ISO/TDU coordination for switches and move-ins.
Billing, Collections & Payment Operations
Stop leaving revenue on the table.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
C&I Account Management
Retain your highest-value accounts.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
Risk & Trading Operations
Keep your trading operations ahead of the market.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
CRM & Customer Platform Delivery
Implement the platform your business actually needs.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
Our Capabilities
Full-spectrum technology delivery across the energy value chain.
CIS Implementation & Migration
Migrate your CIS without stopping business
Your team can't pause day-to-day operations for a platform transition. We lead CIS replacement and multi-market consolidation with go-live cutover planning, settlement reconciliation, and revenue leakage remediation across ERCOT, PJM, NYISO, and IESO markets.
Customer Acquisition & Enrollment
Build the infrastructure your growth depends on.
Growth stalls when your acquisition infrastructure falls behind your channels. We implement digital channel management, broker programs, shopping site integration, EDI processing, and ISO/TDU coordination for switches and move-ins.
Billing, Collections & Payment Operations
Stop leaving revenue on the table.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
C&I Account Management
Retain your highest-value accounts.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
Risk & Trading Operations
Keep your trading operations ahead of the market.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
CRM & Customer Platform Delivery
Implement the platform your business actually needs.
Unbilled revenue and aging receivables erode margin faster than most suppliers track. We handle multi-market billing consolidation, rate structure management, payment portal development, dispute resolution, and collections automation.
Our Capabilities
Full-spectrum technology delivery across the energy value chain.
Energy & Utilities Case Studies
Our Work & Results
Seven years of continuous production support for a growing C&I broker portal
A retail energy provider expanding into new deregulated markets handed production support of its existing applications to CG Infinity, along with building a QA practice it didn't have. The engagement has run for seven consecutive years, with quarter over quarter improvement in support productivity.
Modernizing an end-of-life CRM with Salesforce, cutting inbound call volume 30%
A national retail energy provider replaced an unsustainable decade-old proprietary CRM with Salesforce without disrupting operations. The migration reduced manual onboarding effort by 20% and cut inbound call volume 30% through self-service portals.
Automating energy efficiency program by compressing a 7-minute process to under 1 second
A regulated natural gas utility serving 55,000 customers automated its energy efficiency program, reducing auditor scheduling and the disaggregation process from minutes to under one second each. Connecting four previously separate stakeholder groups in a single Salesforce workstream dramatically expanded program capacity.
Automating nightly usage data from four TDSPs and surfacing missed commission payments
An independent C&I energy brokerage firm serving 1,000+ clients across deregulated Texas markets automated nightly usage collection from four ERCOT TDSPs, unlocking commission reconciliation, real time revenue forecasting, and automated power factor reporting. Delivered in six months with a 5 out of 5 customer satisfaction score.
Growing customers from 80K to 200K with Salesforce omnichannel transformation
A major retail energy supplier grew its customer base from 80K to 200K in two months by deploying a full Salesforce omnichannel platform. The transformation increased website conversion from 1.25% to 16% and delivered $7M in margin contribution.
Consolidating multiple brands onto a single billing platform and saves $200K per month
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.
Meet Our Team of Experts
Pratik Malviya
Executive Vice President
Tanya Shepherd
Senior Vice President
Matt Goldman
Vice President of Delivery
Emmanueil Masih
Vice President of Delivery