Case Studies

Natural Gas Liquid 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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ETRM Price Conversion

Issue A client had a program equipped to calculate complex price data conversions between schemas, but it had not been tested. A number of differences had been noted, but the full extent was not known. Our objective was to determine the scope of differences and provide an accurate solution. Solution Our consultant combined extensive understanding […]
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Meter to Mailbox Dashboard Project

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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Financial Performance & Planning Executive Dashboard

Issue As part of an initiative to improve the corporate reporting process, the client requested a KPI based dashboard providing O&M, capital, and HR information on a monthly basis. Due to the project’s high visibility among executives, the project incurred multiple requirement changes. Solution Our consultant, along with the project team, was able to creatively […]
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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 […]
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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 […]
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Redundant and Incomplete Reports

Issue Our client had hundreds of reports under an old data model which was not meeting its business requirements. Many reports were either duplicates or unnecessary and without extensive report documentation. Report users were busy and needed assistance to revise the reporting framework. Solution Our consultant combined technical expertise and knowledge of the data model […]
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MTM, Value at Risk (VaR), and Invoice Reports Validation

Issue For system changes, the client needed to agree or reconcile key reports (mark-to-market, VaR and invoicing) before and after the change. Visual comparison of each report’s outputs took too long and wasn’t always reliable. Solution MidDel’s consultant automated the process so that the underlying report output tables were compared directly in the database. Result […]
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