Traders and risk managers in the commodity industry traditionally relied on spreadsheets, which became inadequate as market dynamics evolved. To enhance efficiency, the company aimed to implement a single CTRM system for all employees but faced challenges due to the loss of a key developer and outdated software. High infrastructure and support costs, along with data security risks and the complexities of training new resources, repeatedly delayed the upgrade. However, during the COVID-19 quarantine, the company saw an opportunity to complete the CTRM upgrade within three months, provided they found the right partner.

They turned to Value Creed with these expectations: