When growth arrives through acquisition, process rarely keeps up. For one energy trading and retail company, years of expansion had produced siloed teams, undocumented handoffs, and a RightAngle upgrade that no one could confidently test.
A front-to-back business process review changed that, replacing individual habit with documented workflow, and giving both the upgrade and the auditors something solid to work from.
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 documenting both current and future state activities, with specific, prioritized recommendations for organizational improvement
- 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
Teams that had been running parallel versions of the same process moved onto documented, shared workflows with defined handoffs. The upgrade went into testing with scripts built from how the business actually operates rather than from system documentation, and the undocumented controls were written down where auditors could see them.
Benefits
System Upgrade Readiness
Developed process-informed testing scripts for RightAngle upgrade scenarios.
Standardization
Unified processes across departments and teams with detailed workflows.
Audit & Compliance
Built the internal controls documentation the client’s teams now take into SOX audits.
Cross-Team Alignment
Reduced siloed behavior via clarified handoffs and SLAs.
Performance Monitoring
Stood up KPIs and a monthly reporting cadence that gave leadership visibility into inter-team performance.
Transfer Pricing Strategy
Developed transfer pricing models for interdepartmental product movements (e.g., bulk fuel to retail stores).
