How a Utility Saved $620,000 Annually and Tripled Customer Outreach

Stop Analyzing Spreadsheets

The Challenge

The Challenge

Key Account Managers (KAMs) spend hours on tedious, manual rate calculations that are prone to error. This case study details how a large midwestern IOU replaced its outdated, spreadsheet-driven process with GridX to automate rate analysis, dramatically cut operational costs, and deliver superior, proactive service to its most valuable C&I customers.

Today’s business customers demand accurate, real-time answers about complex rates and programs. Utilities relying on legacy processes face four critical challenges:

  • Massive Time Sink: Manual work takes significant amounts of time for complex calculations and single account insights.
  • Prone to Error: Spreadsheets are difficult to maintain, prone to human error, and limit the ability to deliver meaningful insights at utility scale.
  • Knowledge Silos: Specialized knowledge of systems and data access is often mastered by a few, creating bottlenecks and risking knowledge loss when personnel change.
  • Inability to Scale: It is nearly impossible to provide comprehensive annual reporting to all large customers with limited resources.
The Solution

The Solution

Billing-Grade Accuracy. Real-Time Efficiency.

The IOU deployed GridX to empower its KAMs with a single, intuitive platform for real-time, billing-grade rate and program analysis.

GridX provided the following capabilities:

  • Data Consolidation: Automatic nightly feeds from the Data Warehouse provided a single source of truth for all rate, usage, and billing information.
  • Real-Time Analysis: Instantaneous “what-if” scenarios and rate comparisons for single or multi-meter accounts.
  • Operational Automation: Replacing the 30-minute manual process with a 1-minute automated report generation.
  • Proactive Alerts: Nightly batch analysis generates alerts and warnings, shifting the service model from reactive to proactive.

The Results

Reduced Reporting Time

Reduced Reporting Time: 90% reduction for reporting on an annual level.

More Customers Served

More Customers Served: 5,000+ customers (3x as many) were served in the same time frame by shifting from a reactive service model to a proactive one.

Cost Savings from Requests

Cost Savings from Requests: More than $620,000 in combined annual savings from scheduled reporting and ad-hoc customer requests.

Increased Strategic Engagement

Increased Strategic Engagement: Over 4,700 hours of customer representative time was freed up to focus on strategic customer engagement, rather than data entry.

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