ETRM & CTRM process assessment: know where you stand before you invest.
A structured evaluation of your current trading and risk processes, systems and organisation, giving you a clear baseline and a quantified business case for change.
Where are we today, and what will change deliver?
Our As-Is Assessment provides a comprehensive evaluation of your current CTRM/ETRM processes, systems and organisational structure. We analyse your existing processes, IT landscape, reports and output documents to build a clear, shared picture of how your business really trades, hedges, schedules and settles today.
It is the critical first step in any transformation. Whether you are replacing a platform, consolidating several, or getting more from the one you already own, the assessment gives you a solid process foundation and the facts you need to decide with confidence.
The value to your business.
Avoid automating broken processes
We formalise and streamline how work is done before any software is chosen, so the new system supports your best practice rather than your workarounds.
A business case built on facts
We quantify the cost of today's inefficiencies and the return on investment of change, so your board approves a programme it understands.
Stakeholders aligned early
Front office, risk, operations, finance and IT agree on one view of the current state and the priorities for change.
Lower programme risk
Gaps, dependencies and change-management needs surface now, not halfway through implementation, reducing the risk of budget and schedule overruns.
Our method, step by step.
- Detailed documentation of current workflows
- Identification of process owners and stakeholders
- Analysis of process efficiency and bottlenecks
- Inventory of existing CTRM/ETRM systems, spreadsheets and tools
- Evaluation of system integrations and data flows
- Assessment of technology gaps and redundancies
- Identification of roles and responsibilities
- Analysis of potential organisational changes
- Evaluation of training and change-management needs
- Quantification of the return on your CTRM/ETRM investment
- Prioritised efficiency improvement opportunities
- A pre-implementation action plan for the next stage
Deliverables
Practical, reusable outputs that your team owns.
Is this the right next step?
- You are considering replacing or consolidating trading and risk systems
- Spreadsheets and manual workarounds have grown around your current platform
- You need to justify investment to the board with a quantified business case
- A merger, acquisition or new market entry has changed how you trade
Why clients choose us.
- Deep CTRM/ETRM industry expertise
- A proven assessment methodology
- A 100% vendor-agnostic approach
- A focus on actionable insights, not shelfware
