Sample Engagements 

Operations Process and Technology Assessment 

Support of Start Up Businesses, Acquisitions, and Corporate Changes

ETRM Energy Trading and Risk Management System Consulting

Operations Data Strategy Development

RFP Organization for Product Selection and Consultant Selection

Software Build vs Buy Analysis 

IT Project Planning including Scope, Resource, Timeline, Budget 

Contract Negotiation and Review

Information Technology Advisory 

Continuous Improvement Process Design and Support 

Business Process Review and Optimization

Past Experiences

Advised on daily technology services for global trading operations

Designed fit-for-purpose reporting solutions, integrations, product extensions, and custom applications

Developed commercial operations databases and reporting strategies

Delivered training for professionals in sales, trading, risk, and accounting

Negotiated commercial agreements for operations services and projects

Supported development of policies and procedures for new businesses

Collaborated with global project and operations teams with resources in North America, Europe, Asia, and Australia

Worked with executives and business leaders to establish business performance metrics 

Managed third-party vendors providing business support services