UMAX is the answer for utilities looking for a powerful and agile business solution. This integrated, standardized, out-of-the-box system was designed, built and certified for Microsoft Dynamics AX, using established utility industry frameworks and proven methodologies. UMAX combines optimum flexibility with proven functionality and standardly integrates level 3 utility processes. From the process of connecting new retail and business customers, through to the process of collecting the amounts due and interacting with other market parties (such as metering companies, external 3rd parties, etc) UMAX ensures utilities full support. Moreover, this business solution helps water com-panies to stay in control of the consecutive stages in the different value chains.

1. Innovative & agile
business solution
for suppliers

2. Smart flexibility.
Delivered.

3. 1
UMAX - The utility solution
Certified by Microsoft, delivering smart flexibility
UMAX is the answer for UMAX combines optimum market parties (such as
utilities looking for a powerful flexibility with proven metering companies, external
and agile business solution. functionality and standardly 3rd parties, etc) UMAX ensures
This integrated, standardized, integrates level 3 utility utilities full support.
out-of-the-box system was processes. From the process
designed, built and certified of connecting new retail Moreover, this business
for Microsoft Dynamics AX, and business customers, solution helps utilities to stay
using established utility through to the process of in control of the consecutive
industry frameworks and collecting the amounts due stages in the different value
proven methodologies. and interacting with other chains.
COMMERCIAL
VALUE CHAIN
MARKET SELL SERVE & MANAGE BILL COLLECT
VALUE CHAIN
PHYSICAL &
METERING
CONNECT OPERATE MAINTAIN
VALUE CHAIN
SUPPORTING
CONTROL & RISK ENTERPRISE
MANAGEMENT MANAGEMENT

4. 2
UMAX stands for and guarantees
• Maximized customer revenues
• Reduced time & effort spent
• Processes built on customer value
• Optimized operational margins
• Higher productivity via integration
• An organization in control

5. 3
Utilities, an ever changing environment
Requiring agility and flexibility
Deregulation of the utility emerging trends and are customer base, while staying
industry has brought com­ required to smoothly adapt to in control of their business
petition amongst suppliers new legislation. More often and margins.
and has given freedom of than not, new policies and
choice to retail and business regulations have a significant UMAX supports utility
customers. B2B and B2C impact on their business and suppliers in their core
clients have become more organisation. That is why business processes and
articulate in expressing their flexibility and agility have allows them to adapt
demands and expect their become the most important them rapidly to a highly
supplier to be flexible in attributes of virtually all utility competitive and ever-evolving
meeting their ever-changing suppliers. environment.
needs.
Today, suppliers must
Suppliers are also confronted offer competitive prices,
with an ever-changing impeccable service and
external environment. They innovative solutions to
must positively respond to maintain and expand their

6. 4
“To settle our products and
contracts properly and invoice
them quickly, we invested in
UMAX”
Jeroen Bode - Eneco
Manager operations B2B

7. 5
UMAX for utility suppliers
Guaranteeing your future success
UMAX grew out of the idea a customer move or a grid Market
to deliver an innovative, extension… Acquiring new retail &
B2B customer
flexible, future-proof and
affordable business solution Moreover, the billing and Sell
Support all stages in
that fully supports the collect module has been the selling process
utility company’s strategy, conveniently tailored to meet
Serve & Manage
streamlines the core utility all the requirements of B2C Interact with customer
requests
business processes and and B2B suppliers in the
reduces the overall cost utility sector. Additionally, Bill
Forecast, simulate &
of ownership of the IT UMAX seamlessly invoice consumptions
landscape. communicates with other
Collect
market parties such as Manage payments
The perfect solution for utility distribution companies and & amounts due
suppliers 3rd party systems such as Interact
credit agencies. Communicate with
other market roles
UMAX has proven itself as the
perfect solution for managing Control
Monitor & stay
the different sequences of in control
the prospecting, sales and
customer care processes.
An additional advantage is
that the system has been
designed to effectively
“Our sales can work much
manage the large variety faster and more efficiently than
of tasks, campaigns and
sales channels used to
ever before”
communicate and interact
with the B2C and B2B target Jeroen van Daal – Delta
groups during the different Sales Director
‘moments of truth’ such as

8. 6
Staying in control of your business
The UMAX control framework
Being in control is one thing… The UMAX control framework The performance indicators
staying in control another. (UCF) provides your key can be translated throughout
For utility suppliers, it is employees with actual and the organization in a
important to have a clear real-time information on the transparent and uniform
organizational structure, status of key performance manner, through role-tailored
transparent processes & roles indicators (KPI’s): dashboards. By doing so,
and data that is secured… • Sales indicators: managers can focus on
customer contribution ‘what really matters’ and can
It is equally important to gain margin, volume of measure performance at all
insight in the fluctuating path contracts… times based on real-time and
of the actuals and to know • Operational indicators: correct actuals.
what’s going on at every status of processes,
level of the organization at workload, open cases…
all times, in order to react • Financial indicators: status
as quickly as possible when of working capital, cash
necessary. flow position…
“The energy sector is a risk
business, and thanks to UMAX,
we are in control”
Jeroen van Daal – Delta
Sales Director

9. 7
Managing clients through customer value
Maximize customer contribution margin & reduce costs
While keeping their ‘cost- • customer value to align
to-serve’ under control, revenue contribution &
utility suppliers operating in processes
a deregulated market need • first-time right service
to offer prices and quality management and 360°
service to maintain or expand contact circles to offer top
their customer base. quality customer service.
Therefore, as a supplier, By combining these
you need to respond quickly methodologies, UMAX
and efficiently to a constant enables utility suppliers
stream of change requests to operate efficiently, to
from your residential and minimize ‘cost-to-serve’
business clients. To do so, continuously while customer
UMAX was founded on the interactions are handled
methodologies of… competently and effectively.
• 6 sigma and lean
management for efficient
operational processes
“UMAX offers us a 360° view
of our customers”
Christophe Degrez – Eneco Belgium
Chief Executive Officer

10. 8
UMAX - built on Microsoft Dynamics AX
A leader of industry platform
UMAX is the solution for ers people to anticipate and
utilities built on the Microsoft embrace change so that the
Dynamics AX 2012 platform, business can thrive. The solu-
which is part of Microsoft’s tion features an intuitive and
top-of-the-line easy-to-use, easy to learn & use Microsoft
integrated and adaptable Office-like user interface and
ERP applications that enable role-tailored dashboards.
business decision-makers
to quickly respond to market Microsoft Dynamics AX is
shifts, take advantage of also a scalable solution that
new trends, increase their can grow as your business
competitive edge and drive expands. Furthermore,
business success. through its layered
Built on Microsoft
structure, MS Dynamics
Dynamics AX, UMAX
AX is a proven solution for AX offers flexibility and
guarantees these
large organizations. Within faster implementations for
advantages:
these organizations it empow- upgrades and updates.
• Flexible and modular
solution
• Low maintenance
costs
• Scalable application
• Future-proof solution
• Quick adoption ratio
• Low total cost of
ownership

11. 9
Certified by Microsoft
A proven, robust and trustworthy solution
UMAX is a solution certified UMAX is a proven, robust
for MS Dynamics AX, meaning and trustworthy solution for
it has passed Microsoft’s most utilities and a guarantee for
stringent tests - performed future success. All these
by Lionbridge and VeriTest, elements taken together
independent software make UMAX the best solution
testing agencies - and meets for utilities currently available
Microsoft’s highest standards. on the market.
This label assures that
Leveraging on Microsoft technologies
Communicate with other applications within your IT landscape
and external third party systems guaranteeing the consistent
flow of data within UMAX, your business and the market.
UMAX seamlessly integrates with Microsoft Office, offering
common tools for document output, bulk upload of data and
communicating with internal and external clients.
Through Visual Studio, utilities can extend the UMAX
solution with extra modules, tailor-made add-ons or offer web
services to their customers, guaranteeing flexibility.
Through SQL, data is stored in a secure and consistent manner,
offering instant reporting and clear-cut business intelligence,
enabling utilities to be and stay in control of their business.
The cloud solution from Microsoft empowering utilities to
store ‘big data’ & to source extra processing power for heavy
processes such as: smart meter data and real time billing.

12. 10
Eneco, reducing transaction costs!
Managing its B2B clients more efficiently
Profile Solution
Eneco is one of the three After an extensive selection
leading energy companies process Eneco chose Itineris “Multisite
in The Netherlands. Eneco’s
range of services includes
and its UMAX solution. This
solution radically improved
businesses are
the production, transport the processes at Eneco. an important
and supply of electricity, gas,
heating and related services
target group
(metering, management, Benefits for us. We
installation and invoicing).
In total Eneco serves about
• Faster and more efficient
creation of new products
serve that
two million commercial and • Work according to sector better
domestic customers. standardized processes
• Less administrative and
and easier by
manual work implementing
Challenge
Eneco B2B wanted to
• Reduced risk of errors
• More attention given to
UMAX”
streamline its IT systems contacts with the customer Jeroen Bode - Eneco
and the business processes • Customers are more Manager operations B2B
built around them, while satisfied
simultaneously accelerating • Correct invoicing
the development of new • Efficiently managed
products and services. On system
top of that, it wanted to adapt • Increase in turnover
its computer systems for thanks to automation
e-business applications to • Lower cost-to-serve
further improve customer
friendliness and reduce
transaction costs.

13. 11
What other customers have to say
UMAX, a proven solution supporting all utilities
Jeroen van Daal Koen Meersschaert Maurice Roovers
Delta multi-utility company AWW Intergas
“Thanks to UMAX we evolved “This software package was “We wanted a complete
from the management of praised for its flexibility in a standard solution with as little
premises to the management study and for us this is very customization as possible.
of customers. We can offer important… In particular, The UMAX solution of Itineris
them advice and help them to in order to keep up with the has already won its spurs
save energy. Moreover, now it numerous legal amendments in the energy market. It is
is easy for us to create reports it’s essential for AWW to opt user-friendly, extremely
on everything we do. Before, for a real utility solution with a flexible, and innovative and
this was unthinkable.” proven track record.” it offers plenty of integration
possibilities.”
“UMAX offers us fast access to data
and efficient first line resolution”
Maurice Roovers - Intergas
Customer service manager

14. 12
Who benefits from the power of UMAX?
Discover why they chose UMAX
Belgium
E.ON A.G. - one of the Previously, multi-utility To turn its promises - as a
world’s largest power and company Delta used a new entrant on the Belgian
gas groups – together with variety of systems to manage retail energy market - into
E.ON IT GmbH recently customer relations, prepare reality, Eneco Belgium was
chose UMAX and Microsoft invoices, manage contracts looking for an efficient IT
Dynamics AX 2012 as the and follow up sales. The solution to support the
solution to support the future company looked for a new company in managing its
growth of their business. and more streamlined ERP new business activities
They consider it to be a direct system. Today, UMAX, based and customer base. After a
and practical alternative to on Microsoft Dynamics AX, thorough study of the market,
SAP-ISU. supports Delta in its day to Eneco chose UMAX.
day tasks.

15. 13
VMW’s IT infrastructure for The drinking water producer Intergas wanted to streamline
customer management was AWW decided to change to its administrative business
no longer able to support a process-driven method of activities better to the needs
its rapid evolution, and working in order to improve of the deregulated energy
the mainframe used was its internal operations and market. Now, more than
unwieldy and expensive to services. Integrated IT ever, costs, efficiency and
maintain. So VMW looked support is an absolute must innovation play an important
for a more flexible and more for achieving this. AWW role. The gas company
cost-effective system for chose to implement UMAX chose UMAX for distribution
automated billing and better essentially because of the companies.
customer follow-up. After a flexibility it offers.
public tender, VMW opted for
the UMAX solution for water
companies (over SAP).
UMAX, your best guarantee for future success!
• Optimize operational margins via efficient project and
service management
• Manage clients flexibly & efficiently via UMAX’
integrated crm processes
• Manage your performance instantly, through the UMAX
control framework

16. 14
Other UMAX software solutions
Supporting all market roles & commodities
UMAX is available in four
standard configurations. Each
configuration is carefully
tailored to the needs of a
particular role in the utility
market and supports different
commodities. UMAX for UMAX for
Suppliers Integrated
All UMAX solutions are B2B - B2C Utilities
modular and scalable. The
solution grows as your The solution for utility The solution for utilities
business grows. Moreover, suppliers operating in active in a regulated market
the business solution can be a deregulated market, or executing multiple
fully integrated in existing IT supporting all commodities market roles
landscapes.
The solution for utility The solution for companies
companies active in the active in managing the
deregulated and regulated distribution net and grid
water markets related activities
Discover the other UMAX
solutions through
www.umaxsolutions.com,
our brochures or contact
one of our partners. UMAX for UMAX for
Water Distribution
Companies Companies

17. 15
Registered implementation partners
Delivering the power of UMAX to your doorstep!
UMAX is a global, standardized and packaged software
solution for utilities. However, as in any other business,
utilities have to comply with the (local) regulatory, judicial
and fiscal standards and requirements. R E G I S T E R E D PA RT N E R
Consequently, UMAX needs to be loaded with knowledge
of local markets and industries. For that reason, UMAX is
implemented by partners who are familiar with and fully
understand the utility industry in your region or market.
Each of these partners has been thoroughly screened,
selected and trained to deliver you the best services (adapted
to your market & industry) combined with the power of a
standardized, out-of-the-box and proven software solution -
offered by UMAX.
Ideal basis for success:
Find a UMAX registered
• a standardized ‘out-of-the-box’ solution
implementation partner
• built on a ‘leader of industry’ platform
for your region on
• configured to the needs of your utility company
www.umaxsolutions.com
• adapted to the local market and industry standards

18. 16
Your notes on UMAX
Write your ideas down, here!

19. Smart flexibility.
Delivered.

20. Want to know more about UMAX?
Please contact us.
UMAX is a product of Itineris. Itineris is a 100% utility industry focused,
business and IT application consulting group with offices in Belgium,
The Netherlands and North America.
Itineris offers innovative software solutions built on the Microsoft
Dynamics AX® platform and related IT services for utilities.
Europe North America
ITINERIS (HEADQUARTERS) ITINERIS (USA & Canada)
Xavier De Cocklaan 24 PO Box 680451
9831 Deurle Marietta, GA 30068
Belgium USA
info@umaxsolutions.com info@umaxsolutions.com
ITINERIS (The Netherlands)
Bredaseweg 106a
Other regions
4902 NS Oosterhout Please contact the headquarters,
The Netherlands we will bring you in contact with the
info@umaxsolutions.com most suitable implementer.
Discover more
Web: www.umaxsolutions.com
E-mail: info@umaxsolutions.com
Twitter: umax_solutions
YouTube: umaxsolutions