A North American power company in ISO markets faced challenges managing high volumes of Financial Transmission Rights (FTR) auction trades. Winning bids generated thousands of trades that required manual entry into Allegro ETRM for settlement, P&L, and regulatory reporting. This labor-intensive process consumed trader and back office time, caused frequent data errors, and stressed Allegro’s database, delaying decisions and settlements. As auction volumes grew, the manual approach became unsustainable, prompting the need for expert ETRM Consultants to streamline operations.

KEY RESULTS

110

.Trades
per Minute

Allegro ETRM automates FTR auction trades for near real-time updates.

30

Second Batch Spacing

Controlled batch uploads
maintain Allegro stability during peak auctions.

100%

Data
Accuracy

ETRM Consultants ensured fully automated trade booking and index creation with zero errors.

95%

Reduction in Manual Effort

Zero-touch workflow cuts
manual effort, freeing traders for higher-value tasks.

A Strategic Approach to Process Transformation

Value Creed’s approach focused on understanding the client’s ISO market trading operations and the complexities of FTR auction workflows. We assessed the manual trade upload process, highlighting inefficiencies and operational risks. Our insights demonstrated how purpose-built automation could streamline workflows, ensure data accuracy, and improve decision-making across trading and back-office teams.

Advisory Services

Process Assessment

Value Creed partnered with the client to evaluate their Allegro-based trade capture and settlement workflows. Functional interviews with traders, analysts, and operations staff helped map end-to-end processes, identify bottlenecks, and uncover sources of data entry errors.

Automation Opportunity Identification

We analyzed repetitive, high-volume tasks and highlighted areas where automated ingestion could replace manual effort, reduce operational risk, and accelerate portfolio updates.

Workflow Optimization Planning

Using trade volume data, batch processing needs, and database performance metrics, we designed an optimized trade ingestion framework that maintained compliance, strengthened controls, and supported near real-time updates.

Implementation Services

Pilot Automation Testing

A proof-of-concept workflow was developed to validate high-throughput trade uploads, batch spacing, and index mapping. Tests included FTR trade booking, price index creation, and settlement reporting to ensure operational accuracy and system stability.

Phased Deployment Strategy

A staged rollout was implemented, beginning with automated ingestion of auction trades and gradually expanding to full zero-touch workflows. This minimized disruption, delivered immediate efficiency gains, and prepared the system for growing trade volumes.

Stakeholder Alignment and Training

Value Creed presented a detailed roadmap of automation benefits, performance benchmarks, and adoption guidelines to client stakeholders. Training sessions and documentation ensured smooth transition, knowledge transfer, and sustained operational improvements.

Value Creed Services Mobilized

Advisory Services

Our advisory services will guide your operations and help you achieve your vision, considering all stakeholders. With extensive lifecycle, functional, and technical expertise, our experienced team delivers frameworks and guidance for building reliable and scalable commodity trading businesses.

Implementation

The implementation services offered by Value Creed will help you in designing and set up your system’s workflows according to your business operations. In addition, we execute a change management & training program to assist your team in effectively maintaining system configurations as well as test the newly implemented CTRM application in accordance with the key requirements.

Key Takeaways

With a deep understanding of the crude, natural gas, and NGL markets coupled with our deep expertise and project management and trading systems, we specialize in guiding organizations through complex challenges. From in-depth analysis to strategic recommendations, our tailored solutions optimize processes, enhance functionality, and drive significant cost savings. Let us partner with you to unlock the full potential of your investment with Value Creed’s expert Advisory services, ensuring you’re prepared for future growth and innovation.

Recommended Resources

Modernizing Energy Operations: Strategic Advisory for Digital Transformation

Modernizing Energy Operations Through Our Strategic Advisory Services

Strategic Operations Transformation: Evaluating ETRM Solutions

Achieving 30% Cost Savings Through Strategic Operations Transformation

North American Gas and Electric Utility Modernizes with Implementation Services

North American Gas and Electric Utility Achieves 60% Cost Savings through Implementation Services

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95% Manual Effort Reduction in FTR Trade Processing

Performance Challenge

KEY RESULTS

110

.Trades per Minute

30

Second Batch Spacing

100%

DataAccuracy

95%

Reduction in Manual Effort

A Strategic Approach to Process Transformation

Advisory Services

Implementation Services

Value Creed Services Mobilized

.Trades
per Minute

Data
Accuracy