Regional Deep Dive: Digital Customer Journeys in North American Utilities

Transforming the Quote-to-Install Experience for Low-Carbon Technologies

The North American utilities sector is undergoing a profound transformation. As the energy transition accelerates, utilities across the United States and Canada are under increasing pressure to modernize infrastructure, meet ambitious decarbonization goals, and deliver seamless digital experiences to customers seeking to adopt low-carbon technologies—such as electric vehicles (EVs), solar panels, and heat pumps. Yet, the journey to digital transformation in North America is uniquely shaped by a complex regulatory landscape, aging infrastructure, and the growing impact of extreme weather events. Understanding and addressing these regional nuances is essential for utilities aiming to deliver frictionless, customer-centric quote-to-install journeys.

The North American Context: Unique Challenges and Opportunities

Unlike the relatively unified regulatory environment of the U.K., North American utilities must navigate a patchwork of state, provincial, and federal regulations. This complexity is compounded by the vast scale of the continent, diverse grid conditions, and the need to balance grid modernization with the integration of distributed energy resources. Extreme weather—from wildfires in California to ice storms in Ontario—further underscores the need for resilient, data-driven solutions that can adapt to rapidly changing conditions.

Despite these challenges, the North American market presents significant opportunities. Government incentives, such as the U.S. Inflation Reduction Act, are fueling investments in EV charging infrastructure and renewable energy. Meanwhile, consumer demand for sustainable solutions is rising, with states like California and provinces like Quebec leading the way in EV adoption and distributed generation.

Rethinking the Quote-to-Install Journey

The traditional customer journey for connecting low-carbon technologies to the grid has often been fragmented, slow, and opaque. Customers—whether residential homeowners or commercial fleet operators—face a maze of paperwork, unclear timelines, and limited digital self-service options. This not only frustrates customers but also strains utility resources as connection requests surge.

Drawing on benchmarking insights from the U.K., several best practices can be adapted to the North American context:

Regional Best Practices: U.S. and Canada

United States

In the U.S., leading utilities are leveraging robust digital platforms to support the rapid growth of EVs and distributed energy resources. For example, utilities in California are piloting dynamic scheduling tools for load checks and integrating real-time data to balance local grid demand. Utilities are also investing in customer education, using digital channels to guide customers through incentive programs and installation requirements.

The rise of extreme weather has prompted utilities to prioritize resilience and proactive communication. AI-driven contact centers and mobile apps now provide outage notifications, status updates, and personalized energy-saving recommendations, reducing call center volumes and improving customer satisfaction.

Canada

Canadian utilities, operating in a similarly complex regulatory environment, are embracing digital engagement to drive energy efficiency and demand response. Notably, pilot projects with utilities like Oshawa Power have demonstrated the power of digital nudges and gamification to shift energy use away from peak periods, leveraging smart meters and dynamic tariffs. These initiatives not only reduce infrastructure costs but also foster more active, engaged customer relationships.

Canadian utilities are also focusing on accessibility and inclusion, ensuring digital platforms are mobile-friendly and available in both English and French. This commitment to accessibility is critical in serving diverse populations across vast geographies.

Lessons from the U.K.: Adapting Benchmarking Insights

While the U.K. experience offers valuable lessons, North American utilities must tailor these insights to local realities:

The Role of Data and AI

Data is the linchpin of modern customer journeys. By unifying customer, asset, and usage data, utilities can:

Investing in a unified utilities data platform accelerates these capabilities, allowing utilities to deliver value-added services and monetize data through new partnerships and offerings.

Moving Forward: A Roadmap for North American Utilities

To succeed in the digital transformation of the quote-to-install journey, North American utilities should:

  1. Assess Regional Regulatory and Infrastructure Realities: Map out the specific requirements and constraints in each service territory.
  2. Prioritize Customer Experience: Design journeys that are light, ethical, accessible, and data-driven—leveraging frameworks that ensure inclusivity and simplicity.
  3. Invest in Scalable Digital Platforms: Adopt cloud-based, modular solutions that can adapt to evolving business needs and regulatory changes.
  4. Foster Cross-Sector Collaboration: Partner with OEMs, installers, municipalities, and technology providers to create integrated ecosystems that support customers end-to-end.
  5. Embrace Agile and Data-Driven Innovation: Use agile delivery models and data analytics to continuously refine and personalize the customer journey.

Conclusion

The digital transformation of customer journeys in North American utilities is both a challenge and an opportunity. By learning from global best practices and adapting them to local realities, utilities can deliver seamless, resilient, and customer-centric quote-to-install experiences for low-carbon technologies. The result: empowered customers, optimized operations, and a future-ready utility sector that leads the energy transition.

Publicis Sapient stands ready to partner with North American utilities on this journey—bringing global expertise, regional insight, and a proven track record in digital business transformation. Connect with our experts to discover how we can help you modernize your customer journeys and unlock new value in a rapidly evolving landscape.