The All-in-One Utility Management Platform
Moving to a new home is stressful. Between packing boxes and setting up utilities, people face a mountain of decisions – often with little help or guidance.
MyUtilities saw this pain point as a business opportunity. Their vision? To become the go-to concierge for movers, offering a frictionless way to compare and sign up for electricity, internet, security systems, TV, and more – all in one place.
But the existing tools weren’t up to the task. MyUtilities needed a high performance, multi-function CRM platform to support a growing network of agents, automate complex workflows, and scale fast.
About MyUtilities
MyUtilities is a utility concierge service designed to simplify the moving process. The company’s core mission is to provide a single, all-in-one platform where people can easily compare and sign up for essential home services like electricity, internet, security systems, and TV.
This project with Adanto Software was crucial because MyUtilities needed a powerful, custom-built CRM platform to replace their fragmented, outdated systems. The new solution enabled them to scale their operations, enhance the user experience for their agents and customers, and automate complex workflows to meet growing demand.
Key Results
+100%
Sales growth in 24 months after the release of new CRM platform
+4%
Sales growth in 12 months prior to releasing new CRM platform
12 months
From needs assessment to first release
Technologies Used
- Back-end: C#/.NET Core and PostgreSQL
- Front-end: A JavaScript SPA using React, Angular, and Vue
- Cloud & Infrastructure: CI/CD pipelines automate deployment to AWS and Azure. We used Infrastructure as Code to set up resources.
- Services: REST API with JSON
The Challenge
MyUtilities had a powerful vision to become the ultimate utility concierge, but their existing operations were hamstrung by a patchwork of fragmented systems and outdated technology. The company was struggling with a host of issues that hindered their ability to scale and deliver on their promise.
Specifically, they faced:
To overcome these challenges and unlock their growth potential, MyUtilities needed a comprehensive platform that could deliver on several goals.
Key goals
A Multi-Tenant Platform: The company needed a single platform to manage its network of licensees, each with unique configurations, commission structures, and integrations with third-party providers for insurance, energy, and phone services (e.g., RingCentral, Cisco).
Enhanced User Experience and Workflow: To boost agent productivity and satisfaction, the platform needed a redesigned front-end with streamlined lead-to-sale workflows, customizable dashboards, and automated tagging for better account visibility.
Advanced Reporting and Automation: MyUtilities required near real-time reporting and a flexible commission engine. They also needed automated marketing campaigns triggered by specific customer events to improve engagement.
Robust Modern Architecture: The new platform had to be built on a scalable, secure cloud infrastructure with built-in disaster recovery and compliance with modern cybersecurity standards like SOC2.
The Solution
Working in close collaboration with the MyUtilities team, Adanto Software designed and delivered a fully customized CRM solution tailored to the company’s fast-paced, service-driven environment.
Key Features Delivered:
Agent Workflows: Custom dashboards and flows for utility agents to manage customer sign-ups and service activations.
Workflow Automation: Task assignments, reminders, and status tracking – everything streamlined to support fast action and accountability.
Customer 360° View: Unified profiles with history, preferences, and real-time updates.
Partner Integrations: Seamless data exchange with third-party providers for electricity, internet, and home security services.
Performance & Scalability: Built on a robust, cloud-based architecture ready to scale nationally.
Inefficient Operations: Faulty, legacy systems led to fragmented customer management and created serious billing inefficiencies, hindering key operational workflows.
Lack of Integration: The company lacked the ability to integrate modern communication tools like phone and text messaging, which slowed down communication with customers.
Poor User Experience: A confusing and faulty user experience caused deep dissatisfaction with sales teams, which directly translated into very lackluster sales and low customer engagement.
About MyUtilities
MyUtilities is a utility concierge service designed to simplify the moving process. The company’s core mission is to provide a single, all-in-one platform where people can easily compare and sign up for essential home services like electricity, internet, security systems, and TV.
This project with Adanto Software was crucial because MyUtilities needed a powerful, custom-built CRM platform to replace their fragmented, outdated systems. The new solution enabled them to scale their operations, enhance the user experience for their agents and customers, and automate complex workflows to meet growing demand.
The Challenge
MyUtilities had a powerful vision to become the ultimate utility concierge, but their existing operations were hamstrung by a patchwork of fragmented systems and outdated technology. The company was struggling with a host of issues that hindered their ability to scale and deliver on their promise.
Specifically, they faced:
To overcome these challenges and unlock their growth potential, MyUtilities needed a comprehensive platform that could deliver on several goals.
Key goals
A Multi-Tenant Platform: The company needed a single platform to manage its network of licensees, each with unique configurations, commission structures, and integrations with third-party providers for insurance, energy, and phone services (e.g., RingCentral, Cisco).
Enhanced User Experience and Workflow: To boost agent productivity and satisfaction, the platform needed a redesigned front-end with streamlined lead-to-sale workflows, customizable dashboards, and automated tagging for better account visibility.
Advanced Reporting and Automation: MyUtilities required near real-time reporting and a flexible commission engine. They also needed automated marketing campaigns triggered by specific customer events to improve engagement.
Robust Modern Architecture: The new platform had to be built on a scalable, secure cloud infrastructure with built-in disaster recovery and compliance with modern cybersecurity standards like SOC2.
The Solution
Working in close collaboration with the MyUtilities team, Adanto Software designed and delivered a fully customized CRM solution tailored to the company’s fast-paced, service-driven environment.
Key Features Delivered:
Agent Workflows: Custom dashboards and flows for utility agents to manage customer sign-ups and service activations.
Workflow Automation: Task assignments, reminders, and status tracking – everything streamlined to support fast action and accountability.
Customer 360° View: Unified profiles with history, preferences, and real-time updates.
Partner Integrations: Seamless data exchange with third-party providers for electricity, internet, and home security services.
Performance & Scalability: Built on a robust, cloud-based architecture ready to scale nationally.
Inefficient Operations: Faulty, legacy systems led to fragmented customer management and created serious billing inefficiencies, hindering key operational workflows.
Lack of Integration: The company lacked the ability to integrate modern communication tools like phone and text messaging, which slowed down communication with customers.
Poor User Experience: A confusing and faulty user experience caused deep dissatisfaction with sales teams, which directly translated into very lackluster sales and low customer engagement.
Key Results
+100%
Sales growth in 24 months after the release of new CRM platform
+4%
Sales growth in 12 months prior to releasing new CRM platform
12 months
From needs assessment to first release
Technologies Used
- Back-end: C#/.NET Core and PostgreSQL
- Front-end: A JavaScript SPA using React, Angular, and Vue
- Cloud & Infrastructure: CI/CD pipelines automate deployment to AWS and Azure. We used Infrastructure as Code to set up resources.
- Services: REST API with JSON
Don’t just take our word for it! Here’s what our clients have to say about working with us and the results we’ve delivered.
«You can give them a concept, and they will take it to the next level. Adanto Software has completed the MVP and rolled out the platform to the client’s internal teams and licensee clients. The team has provided support and system enhancements. Adanto Software has managed the project well and delivered the platform on time. The client is impressed with the team’s innovation.»
Carl Williams,
President, COO, Products & Services
«You can give them a concept, and they will take it to the next level. Adanto Software has completed the MVP and rolled out the platform to the client’s internal teams and licensee clients. The team has provided support and system enhancements. Adanto Software has managed the project well and delivered the platform on time. The client is impressed with the team’s innovation.»
Carl Williams,
President, COO, Products & Services
