CTRM & ETRM requirements and design: a blueprint your vendor can deliver.
We define your future-state processes and your functional and integration requirements, then validate them against the chosen platform before the build begins.
What exactly do we need, and can the vendor deliver it?
Requirements are where most CTRM/ETRM programmes are won or lost. We work with your team to define your ideal future-state processes, document every key process the software must cover, and capture the integration requirements that connect it to the rest of your business.
We then work closely with your chosen vendor to validate fit through detailed product walk-throughs, and to refine scope, budget and timelines so they match your expectations. The result bridges the gap between your CTRM/ETRM vision and its practical implementation.
The value to your business.
Fewer surprises during build
Clear, validated requirements reduce change requests, rework and the cost of late discoveries.
Realistic scope, budget and timeline
Deployment, training, UAT, data migration and go-live are planned and agreed with the vendor up front.
Clear ownership
Every key process has a named owner, so decisions are made quickly and accountability is clear.
Out-of-the-box first
We maximise the use of standard vendor capabilities to reduce customisation, cost and upgrade risk.
Our method, step by step.
- Articulate future-state requirements and processes
- Envision optimal workflows and system interactions
- Identify key performance indicators and success metrics
- Document all key processes covered by the software
- Identify process owners and stakeholders
- Assist with internal resource allocation plans
- Define and model your specific business scenarios
- Capture interfaces to finance, scheduling, market data and risk
- Use scenarios to drive demonstrations and, later, testing
- Detailed product walk-throughs mapping your processes to vendor functionality
- Address workarounds and activities managed outside the system
- Refine project scope, budget and timelines covering deployment, training, UAT, data migration and go-live
Deliverables
Practical, reusable outputs that your team owns.
Is this the right next step?
- You have selected a vendor and need a solid foundation before build
- Previous implementations suffered from scope creep or late surprises
- Your landscape has several systems that must integrate cleanly
- You want to minimise customisation and stay close to standard functionality
Why clients choose us.
- Practitioners who have delivered on the leading platforms
- Independent challenge to the vendor on your behalf
- A balance of proven methodology and tailored solutions
- Requirements written to be tested, not just signed off
