Case Studies

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 […]
View Details >>

OSIsoft PI Solutions - WECC Reporting

Issue Our client’s method of reporting planned and projected power generation data consisted of five spreadsheets with VBA code to extract data from various sources. Reporting was run on a daily basis and required a user to open each spreadsheet, enter data and run the report. A separate process sent the files to an FTP […]
View Details >>

Human Capital Dashboard

Issue This client’s corporate executives did not have visibility into a broad range of human capital measurements. Although a Human Capital module operated within the company’s ERP framework, the reports were cumbersome and inefficient. Reporting required gathering information from 18 sources for 60 business units and each unit required 21 pivot tables consolidated into spreadsheets […]
View Details >>

Emissions Transactions and Settlement Discrepancies

Issue Emissions trades listed on the Chicago Climate Futures Exchange (CCFE) were originally modeled as physicals creating problems with present value mark-to-market (MTM) valuation and settlement resulting in double discounting of MTM. Solution Our consultant identified the problems and applied business knowledge to design a solution that eliminated the valuation problem. The consultant performed extensive […]
View Details >>

Multiple Time Zone Data Integration Issues

Issue The client operated its business in two different time zones and experienced difficulty integrating the data to maintain the accuracy of the daily P&L, value at risk (VaR), and invoicing reports. In attempting to standardize the trading position, the client entered the transactions as one time zone. This created a problem when the trades […]
View Details >>

New Customer Quoting System

Issue Our client, a $500M developer of large manufacturing testing equipment, required an improved SAP tool for developing customer sales quotes versus what their SAP VC module could supply. They had identified a third-party application providing the missing functionality, but desired a partner to assist with the design, development, and deployment of the […]
View Details >>

UNICODE Conversion

Issue The client had been utilizing the full SAP suite for build-to-order since 1999, but had never enabled UNICODE. Companies desiring the extended ASCII character set for Chinese, Korean, and Japanese symbols must first modify all programs to enable UNICODE, and allow them to translate forms and screens into native Asian languages. As […]
View Details >>

Infrastructure Upgrade

Issue Our manufacturing client initiated a major upgrade to infrastructure (LAN, telephony, video) to improve network performance, standardize configurations, and replace antiquated equipment. Solution Our engineering consultants developed the project, created cut-over and roll-back plans, designed and deployed switch configurations, and implemented the new system alongside the client’s full-time […]
View Details >>

PeopleSoft Benefits Administration

Issue Our client’s large PeopleSoft ERP installation was experiencing multiple instances of unauthorized payments in P/S HRMS to third party benefit vendors upon reenrollment cycles. This issue had the undesired effect of causing inaccurate deductions from compensation for some employees. No pattern or consistency was apparent regarding the errors. Identifying these anomalies and […]
View Details >>

Sales & Use Tax Software Integration

Issue A university decided to convert approximately 1,000 adjunct faculty from independent contractor status to full-time status. Since these individuals resided across the U.S., they needed to implement a Vertex Sales and Use Tax software application to coincide with the enrollment of these “new” employees in an extremely short timeframe. […]
View Details >>