Salesforce Energy and Utilities Cloud

Salesforce Energy and Utilities Cloud Migration and Assurance

Salesforce Energy and Utilities Cloud is the CRM led option for utilities that want customer engagement at the centre, and the migration onto it is where the risk sits. We give utilities independent, client side help to plan, run, assure or recover a Salesforce programme.

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£13bnlargest programme led
19 yrsmajor systems delivery
5continents delivered across
Independentof every platform vendor
The platform

About Energy and Utilities Cloud, and where it fits

Salesforce Energy and Utilities Cloud puts customer relationship management and engagement at the centre, and is increasingly chosen by utilities that want a modern customer layer alongside or in place of a traditional billing stack. The questions that decide it are the same as any platform: how your customer, billing and usage data migrates, how the operating model changes, and how the cutover is rehearsed.

THE PEF APPROACHAssurance and control at every stage1AssessIndependent readiness and risk review2SafeguardCommercial and contractual protection3MobiliseThe right operating model and team4DeliverControlled, closely governed delivery5AssureIntegrity proven before go live6RealiseStabilised, with benefits secured
Two ways to work with us

Assurance, full integration, or both

Migration is only part of what we do on Salesforce Energy and Utilities Cloud. Our work comes in two parts.

Part A: assurance

We sit on your side of the table while the vendor and your integrator deliver: we test readiness and the plan, assure each stage gate and the go live decision, and check that data and billing reconcile.

Part B: full integration

Or we run it end to end: we lead the programme and integrate Salesforce Energy and Utilities Cloud with the systems around it, from meter data and payments to finance and CRM, then take the migration, testing, cutover and hypercare through to a stable service.

Start with assurance, go further

Assurance is a low risk way to start. If you then want us to take on the integration, the team that assured the work is the team that delivers it.

Track record

What we have delivered

Delivered the Oracle to SAP S/4HANA migration on the National Grid separation, more than 22 million assets.
Led the first ever migration of a water utility onto Kraken, recovering a programme twelve months behind.
Recovered a billing imbalance of more than £160 million that emerged after a platform migration.
Delivered a UK utility migration 65 days ahead of plan and to budget.
Delivered pretty much every major finance and billing system over 19 years: SAP, Oracle, Microsoft Dynamics, NetSuite and more.
Why PEF

Independent of Salesforce, focused on your outcome

We hold no Salesforce licence to sell and no implementation team to keep busy, so our only interest is the right fit and a clean migration. We bring the migration discipline from the largest programmes in the sector, data first, a controlled staged migration, a rehearsed cutover and a reconciliation everyone trusts, and apply it to your Salesforce programme on your side of the table.

FAQ

Questions we are asked

Is Salesforce the right platform for a utility?

It depends on whether you want a CRM led customer layer or a full billing platform, and often how the two fit together. We help you decide independently and then make the migration land.

Can you work alongside a Salesforce implementation partner?

Yes. We sit on your side, assuring and holding the programme to account while the implementation partner builds, so the risk stays visible and owned.

Are you tied to any platform vendor?

No. We are completely independent, with no reseller agreements and no commissions. Our only interest is the platform that fits you and a migration that lands cleanly.

Can you recover a migration that is already in trouble?

Yes. We come in to assure, stabilise or recover a programme already under way, reasserting client side control and a safe path to go live.

Who actually does the work?

Senior people who have led and recovered platform migrations at national scale, backed by a bench of specialists.

Planning a Salesforce Energy and Utilities Cloud migration?

Talk to someone who has led it before, independently and on the client side.

Book a conversation