A client was experiencing disagreements between Risk and Traders about valuation of certain option instruments. Proper valuation was needed for Mark-to-Market disclosure.
A Fortune 500 commodity trading client maintained over 3,000 various financial reports from its risk reporting and deal capture 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.
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.
The client requested a KPI based dashboard providing O&M, Capital, and HR information on a monthly basis.