Case Studies

Retail Energy System Automation

Issue The client is an energy company whose retail business was expanding faster than its manual processes could support. Rapid retail growth outpaced the client's largely manual processes: To stay competitive, the business needed to automate ordering, data processing, pricing, quoting, and contracting. The client had deep retail knowledge but lacked the internal analysis capacity […]
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ZEMA Implementation

Issue The client is a marketer & trader managing pricing data across multiple databases, ETRM systems, and spreadsheets. Pricing data was scattered across too many sources to support: Price data was being overwritten across systems, corrupting the daily P&L. There were too many independent sources of pricing to maintain reliably. The client needed one trustworthy […]
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Analytical System Pilot Study

Issue Our client was considering the deployment of a portfolio risk analytics system throughout its global organization, but first wanted to prove the software’s applicability to the client’s unique set of challenges. The software needed to do the following: organize and store information obtained from multiple sources and in various formats; calculate and report exposures […]
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Trading Book Valuation

Issue A mid-size Northeast retail power and gas company had the opportunity, as part of their organizational strategic portfolio growth plan, to bid on two books of business that were up for auction. Books included power and gas, residential and commercial contracts, and fixed and variable price volumes. The client wanted to determine whether they […]
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Natural Gas Liquids Modeling

Issue Our client had a growing NGL trading book that was modeled by the front office in spreadsheets, outside of its ETRM system. Since NGL deals were not captured in the client’s ETRM system, nor was it supported in the software “out of the box,” the mid office had no visibility into risk exposures or […]
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Front-Office ISO Communication App Replacement

Issue The client is a large Northeast generation company whose front-office platform was reaching end of life. The load forecasting, bidding, scheduling, and dispatch platform had to be replaced: The current technology was at the end of its useful life. The client was torn between buying the bid-submission/dispatch package and building the strategic bid-creation piece […]
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Global Risk Reporting in Endur

Issue Our client desired a replacement for an aging and inflexible global risk reporting system, impacting offices in three countries, which would improve the daily reporting cycle and reduce the constant maintenance required by IT staff. Solution Our consultant’s broad business acumen and technical skills lead to a strong design based on the client's requirements. […]
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ETRM Price Conversion Modernization

Issue The client is an IPP on a major ETRM overhaul with need to convert complex price data between old and new schemas. A price-data conversion program had been built but never tested: Differences between the old and new schemas had been spotted, but their full extent was unknown. Unvalidated conversions put the integrity of […]
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Consolidation of More Than 3,000 Reports

Issue The client is a Fortune 500 commodity trading firm running over 3,000 financial reports out of its ETRM. The sheer number of ETRM reports had become unmanageable: Many reports were redundant or inaccurate, producing 'multiple versions of the truth.' The excess volume dragged out month-end close. Finance needed a more efficient, accurate, and simplified […]
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Meter-to-Mailbox Dashboard

Issue A large investor-owned utility, with multiple geographic and business unit operations, was utilizing Excel spreadsheet reports from over 30 separate data sources and measuring various business drivers from their customer facing operations. This client requested an automated and simplified visual display of trends and alerts for key customer facing business drivers. Solution Our consultant […]
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