How EPCOR streamlines its community investment process with Optimy
EPCOR Utilities Inc.
EPCOR Utilities Inc. is a utility provider serving more than 2 million customers across Canada and the United States, delivering power, water, drainage, and natural gas services. For years, EPCOR used a sponsorship management software that wasn't meeting their expectations — until a peer Edmonton-based organization switched to Optimy and saw significant improvements, prompting EPCOR to make the same move.
hq: Edmonton, Canada | customers: 2+ million | services: Power, Water, Gas, Drainage
A rigid, unsupportive platform blocking community investment operations
EPCOR needed a comprehensive CSR management tool to handle the full lifecycle of sponsorship, community investment, and corporate giving — from application collection through project selection to impact reporting. Their previous provider made form changes difficult, support was slow, and the team felt blocked at every turn.
- Changing application form questions was a major challenge with the previous provider
- Long wait times for support and issue resolution blocking operational progress
- No flexibility or user autonomy to configure evaluation stages independently
- Applicants experiencing friction — resulting in emails with questions and concerns
Flexible, self-managed forms with exceptional support and data-driven selection
After a peer organization's successful migration to Optimy, EPCOR made the switch. The transition — which the team had feared would be complex — was surprisingly smooth. Optimy's flexibility, responsive support, and intuitive design transformed their community investment workflow end-to-end.
- Self-service form customization: EPCOR can add, remove, or modify application form questions independently — with custom evaluation stages created in minutes, no IT required.
- Automated workflows & reminders: Workflow triggers create reminders and upcoming tasks automatically — keeping internal processes on track without manual follow-up.
- Data-driven applicant selection: Filter and match applications against giving guidelines — choosing the most aligned applicants based on data, not guesswork.
- Seamless applicant experience: Forms are straightforward and easy to fill out — since switching, EPCOR has not received a single email with concerns from applicants.
A smooth transition — and a team that would refer Optimy to anyone
The onboarding was far easier than EPCOR expected, and the team now manages all community investment, grants, and sponsorship activities with confidence. The web design team was also impressed — Optimy's frontend integrated seamlessly with EPCOR's own website design.
2M+ customers
Served across Canada and the United States
Zero applicant complaints
No emails with concerns since switching to Optimy
Self-serve form changes
Team edits forms independently without IT support
Smooth transition
Far easier migration than previous provider experience
We would refer Optimy to anyone looking for a great way to organize and streamline their community investment activities. Our team now has a much easier time managing corporate giving with Optimy's system and customer service support.
Senior Advisor, Community Investment — EPCOR Utilities Inc.
EPCOR replaced a rigid, slow-support platform with a flexible, self-managed community investment tool — zero applicant complaints, data-driven selection, and a team that would recommend it to anyone.
Request a demo and start amplifying your social and business impact.
