Grid modernization is essential as utilities face growing challenges in managing today’s evolving electric grid. Therefore, developing a technology roadmap is a critical first step. It enables utilities to maximize the value of new technologies and prioritize future investments. To support this effort, a Southeastern U.S. utility partnered with Reesha Tech to strengthen its modernization strategy. The primary goal was to improve operational efficiency and deliver reliable power to nearly 165,000 customers. As part of this collaboration, Reesha Tech led the development of a roadmap tailored to the utility’s existing Oracle software investment. Although these tools had already delivered significant value, the utility needed to elevate its modernization efforts to the next level. Consequently, our team conducted a detailed analysis to evaluate the current technology landscape. At the time, the utility had just begun exploring advanced metering infrastructure (AMI) and demand response solutions. Meanwhile, internal teams were also reviewing work management and geographic information system (GIS) tools to enhance operational capabilities. Based on these findings, we created a phased roadmap. The first phase addressed customer information system (CIS) upgrades, which were several versions behind. Once implemented, these upgrades enabled the utility to move forward with AMI investments and enhance its automatic meter reading (AMR) system. Furthermore, to ensure organizational alignment, we expanded the roadmap to include a baseline business case for both AMI and AMR. This addition provided strategic clarity and helped further streamline internal processes. Ultimately, the finalized roadmap became a cornerstone of the utility’s application for a federal infrastructure grant. Utility leaders noted that Reesha Tech’s expertise offered the ideal balance of strategic insight and actionable steps—effectively accelerating their grid modernization journey.

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