Case Studies tagged with "Reporting"
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 … Read More
Read Study >>
Improved Overnight Invoice Process
Issue This client’s primary invoicing report failed overnight several times per month. In addition, users could not perform basic invoicing operations in the invoice system GUI. Solution Our consultant had a thorough understanding of the client’s invoicing process and was able to modify the reports and application configurations to prevent failures. Result … Read More
Read Study >>
Improved Nightly Batch Process
Issue Our client’s primary nightly batch process ran over two hours and occasionally did not finish due to the amount of data being processed. The client expected a solution to be implemented within a short time frame. Solution The consultant met with various functional groups to determine how the existing information was utilized and … Read More
Read Study >>
SOX Compliance Report Modification
Issue Our client lacked expertise with the Aligne application to quickly prepare needed reports while maintaining controls set by the company. Solution Our consultant captured requirements, documented specifications, then built, tested, and deployed a solution while maintaining SOX compliance. They learned the company’s change management process, prepared documentation, and tested the output as required … Read More
Read Study >>
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 … Read More
Read Study >>
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 … Read More
Read Study >>
Report Consolidation (Over 3,000)
Issue A Fortune 500 commodity trading client maintained over 3,000 various financial reports from its ETRM system. Many of the reports were redundant and some were inaccurate resulting in “multiple versions of the truth.” Due to the excessive number of reports, month-end close was taking longer than desired. The client requested to develop a more efficient, accurate, and … Read More
Read Study >>
Global Risk Reporting
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 … Read More
Read Study >>
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 P&L for the … Read More
Read Study >>
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 location. Our client … Read More