Optimus’ Business Process Review not only prepared our client for a seamless RightAngle (ETRM) upgrade, it also drove organizational clarity, and internal alignment. Through a structured, people-informed approach, Optimus helped our client turn complexity into control, and silos into synergy.
Client
Energy Trading & Retail
Since implementing RightAngle in 2016, our client experienced rapid and complex growth through acquisitions, hiring, and diversification of business strategies. While this expansion brought opportunity, it also introduced inconsistent business practices, siloed operations, and generated technical challenges.
In preparation for an upcoming system upgrade, the client engaged Optimus to perform a comprehensive Business Process Review (BPR) of its bulk trading operations.
Challenge
The client needed to:
- Prepare for a RightAngle upgrade, including cloud migration and customization review.
- Address disparate processes across departments and individuals, which had evolved without standardization.
- Identify how teams were interacting with the RightAngle system to inform more accurate testing and upgrades.
In short, the organization sought to understand, standardize, and improve their front-to-back business processes to support scale, compliance, and future technology alignment.
Solution
Optimus facilitated a detailed Business Process Review across our client’s bulk energy trading operations. This included:
- Cross-functional workshops with Finance, Bulk Trading, and Retail teams
- Development of workflows and an internal controls matrix to document actual vs. future state activities, identifying actionable opportunities for organizational improvements
- Identification of handoff points between teams to reduce silos
- Creation of test scenarios for system upgrade validation
- Implementation of service level agreements (SLAs) and key performance indicators (KPIs) for inter-team accountability
Result
The visibility provided by the BPR work and our list of specific recommendations for improvement drove measurable results and multiple spin-off projects that improved operational effectiveness and ETRM system alignment:
Benefits
System Upgrade Readiness
Developed process-informed testing scripts for RightAngle upgrade scenarios.
Standardization
Developed process-informed testing scripts for RightAngle upgrade scenarios.
Audit & Compliance
Produced internal controls documentation leveraged by internal teams for use with auditors for SOX alignment.
Cross-Team Alignment
Reduced siloed behavior via clarified handoffs and SLAs.
Performance Monitoring
Established KPIs and monthly reporting for operational accountability.
Transfer Pricing Strategy
Developed transfer pricing models for interdepartmental product movements (e.g., bulk fuel to retail stores).
