Risk & Compliance

We specialize in Energy and Commodity Trading & Risk Management (E/CTRM) system selection, implementation, and optimization to streamline operations and enhance transparency.

Our team brings deep industry experience to help you select and implement the right E/CTRM platform for your business. From requirements gathering to go-live, we guide you through every step, ensuring your technology investment delivers measurable value.

1. System Installation: The first step of an E/CTRM Software implementation is to first get the system installed. By doing so, we can move forward with the process if there are no issues. If there are, then we must work through them and determine the cause so that these problems are resolved and do not come up in the future.
2. Training Users: Once the system has been installed and all issues have been resolved regarding the installation, we can move onto training the users. We must train the users on how to properly and effectively utilize the system to make their jobs easier and more efficient.
3. Define Business Requirements: Though we have defined business requirements previously during system selection, we must do it again. This is to ensure that we can customize the system with greater accuracy. Additionally, by determining what the business needs, we can have a more holistic approach moving forward with the implementation.
4. Determine Business Processes: Determining the business processes starts by defining the steps involved in the work process and business cycle. By doing so, we can determine how the processes can be improved, tracked, and partially automated.
5. Determine Data Interfaces: To maximize the efficiency of the system, proper data interfaces must be built. Before building the data interfaces, the necessary data interfaces must be determined. We do this by looking at past documents the company has used and any data inputs they have from customers and suppliers. After looking at these, we determine the best way to take the data from these documents and make easier to manage data interfaces with the accurate information.
6. Build and Deploy: Custom reports, models, and features will be created as desired and needed. By doing this, we are making the system much more applicable and specialized to your business model, resulting in greater user satisfaction and effectiveness. We will build these customization and deploy the necessary changes to ensure maximum efficiency and system usability.
7. Configure Software: Once the custom reports, models, and features are created and deployed, reference data needs to be gathered and uploaded. Using this, the individual models can be configured for use in the next step, user acceptance testing.
8. User Acceptance Testing: To test user acceptance, the users must be trained, which has been done in step 2. Now we can move on to create realistic work scenarios. By doing so, we can use these to test if the users can use the system appropriately. After the users go through the processes developed in the test, we will take the data we have and figure out ways to optimize the process and ease any pain points.
9. Parallel Test: We create parallel testing script to implement so that when you use the system, nothing goes wrong. We can catch errors here before they have any consequence, resulting in a safer method of testing than going through an implementation and watering the fires.
10. Hyper Care: After the testing has been completed, we can move on to where the system can be used regularly. If issues arise, or questions are asked, the vendor will be able to support you through this process. The questions will be answered through the vendor and any issues that arise can be resolved through your vendor.