Beyond Backend: Unifying Customer and Asset 360 Data to Drive Connected, Agentic Service Experiences

February 03, 2026
11AB
Asset Management , Strategy and Workforce , Storms and Wildfires

The utility industry is shifting from reactive response to anticipating events, a move that hinges on connected data. Given the state of data governance and security at utilities, it requires considerable manual effort to get critical, real-time, 360-degree insight. Utility asset data is often siloed in discrete enterprise systems of record (ERP, MDM, GIS). Corresponding customer data could provide valuable context, but is often walled from field operations.  

This session demonstrates a fast, secure, zero-copy approach to leveraging data from backend systems, using a deeply unified platform that can serve as the connective tissue between Customer and Asset data.

Attendees will learn foundational principles for introducing 360-degree insight into service delivery models, paving the way for future AI capabilities:

  1. Unlock data for action: Use data from anywhere—including disconnected legacy systems, data lakes, and warehouses—and map it into a single, real-time view of every customer or asset. This step grounds operational data in a CRM system and enables AI models to be trained on proprietary data, regardless of which generic LLMs are being used.
  2. Connect service to drive resilience: Integrate Customer Service Data and Field Service Data to inform every transaction and work order, supporting mission-critical processes. 
  3. Scale the workforce with agentic AI: Go beyond summarizing facts; multiply your workforce with AI agents trained and empowered to take definitive actions (e.g., starting work orders or accelerating troubleshooting).

The 50-minute breakout session will feature a panel of utility experts who will illustrate the value they are getting from combining asset health and customer program data, and share tangible use cases (e.g., vegetation management, DER orchestration or emergency response). 

The session will also address how to use this data strategy to build a trustworthy foundation for AI adoption in the enterprise. By grounding operational data in a unified platform, AI agents can be designed with more context and autonomy than ever - and can be trusted additions to human teams.

Session Sponsored by Salesforce

Speakers
Susie McMullan
Susie McMullan, Senior Director, Product Management, Energy & Utilities - Salesforce