Case Studies

ENERGY TRADING (ETRM)

• Allegro - Endur Report Re-Mapping

Issue
Client had a major trade capture conversion underway, moving Nat Gas deals into Endur, leaving Power in Allegro and creating a datamart for both Power and NatGas. As the project completion deadline approached within 90 days, it came to their attention that all Excel, Access and SQL based reporting tools would need to be converted and re-mapped for all users. This would require technical and business expertise, as well as the ability to manage this project area and train the users on the new reporting platform for each report. 

Solution 
› Identify all Excel and Access instances impacted by the PWR/NatGas ETRM System split out 
› Determine and prepare File conversion list and prioritize for development 
› Developed/Converted front, mid and back office Excel reports and Access Applications: Credit reporting, Broker Settlement, Nat Gas analysis, Power Analysis, Loadshape, Daily Margining VaR, Cash Month KPI, Hedge Liquidation Details, CAD Trader Delta, Pre-Bought Poasitions, Updated Positions MTM, NA Retail Diagnostics, NA Trading Diagnostic, Upstream Gas Diagnostic, NA Option Diagnostic, Upstream Power Diagnostic, FCM Monthend Reconciliation, Desk Trading Report (Beta) CA Power, Desk Trading Report (Beta) Canada Gas F, Desk Trading Report (Beta) Canada Gas, Desk Trading Report (Beta) NE Gas, Desk Trading Report (Beta) NE Power vTH, Desk Trading Report (Beta) TX Power, NA Trading Limit Automation v2, GFR_DE_UPS_MT, BNP Master Template with FEES blank, Mac Master Template with FEES blank, NA Trading Limit, Cash Month Diagnostic Report, Day Over Day MTM Change and GMUC, Roll off v plan Diagnostic , US_MAY_CI Rolloff, Ontario_Industrial_Template, ODS Gas Reports, Strike_Limits Report 
› Held training classes for business stakeholders for new reporting in Endur and data mart. 
› Set up and maintained Wiki page to articulate all reporting changes and 'How To' for new SQL based reporting. 
› Became SME on Allegro and Endur databases for SQL conversion and data mapping. 

Benefits 
› All peripheral reporting impacted by the implementation of the new ETRM system was remapped and converted on time. 
› Users were trained on reporting from new Endur database and a new datamart. 
› Users had a Wiki page to reference report conversion and ETRM system comparison. 

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