One of Japan’s largest trading & investment groups faced major hurdles managing global energy operations. Legacy systems & manual processes couldn’t keep up with rising transaction volumes & expanding markets. Core trading & risk functions relied on spreadsheets & disconnected tools, causing data inconsistencies & slowing decisions. Limited analytics reduced visibility into exposures, while regulatory demands increased compliance risk & costs. Outdated infrastructure lacked scalability & security, constraining expansion. The company needed a modern, integrated ETRM platform to streamline workflows, strengthen risk management, ensure compliance, & support growth.
Engaged trading, risk, operations, finance, compliance & IT to capture inefficiencies & requirements
Shortlisted vendors advanced via scenario-based demos & structured stakeholder assessments
End-to-end workflows across Physical Gas, Power, Emissions, Storage, Capacity Trades & PPAs validated for scalability
Value Creed delivered a business-aligned ETRM system selection strategy tailored to a global trading and investment organization. By focusing on operational pain points, compliance requirements, and real-world trading scenarios, the team ensured a structured, transparent, and future-ready platform selection without operational disruptions or delays.
Comprehensive Requirements Gathering
Value Creed conducted 14 cross-functional workshops with trading, risk, operations, finance, compliance & IT. Current inefficiencies were documented and future-state requirements prioritized to align business-critical needs from trade capture to audit readiness.
Tailored RFP Development and Vendor Shortlisting
A custom Request for Proposal was designed to meet functional, technical, and compliance requirements. The RFP was issued to four vendors and vendor responses were reviewed to identify alignments and gaps, narrowing the selection to three finalists.
Scenario-Based Demo Framework
A demo framework with 12 real-world scenarios across Physical Gas, Power, Emissions, Storage, Capacity Trades & PPAs was created. Vendors demonstrated workflows in trade capture, risk, operations & reporting, with clarification sessions aligning expectations before formal demos.
Structured Evaluation and Stakeholder Alignment
Custom scoring sheets evaluated functionality, usability, scalability & business alignment. Feedback from all stakeholders and cross-department discussions built consensus across trading, risk, operations, finance & IT.
Final Evaluation and Advisory Recommendations
Findings were consolidated into a post-demo report detailing RFP outcomes, vendor strengths & weaknesses, stakeholder scores, and charts. Data-driven recommendations supported confident leadership decisions.
Our comprehensive Software Selection process ensures a complete study of the business operations. Workshops help us to understand the key requirements of business operations to design a process map and conduct a gap analysis. With industry-experienced team members, we understand future business needs, playing a vital role in software selection services.
Value Creed guided a leading trading and investment group through a structured ETRM system selection, combining business-aligned workshops, scenario-based demos, and transparent evaluations. Our approach replaced manual, fragmented processes with objective, data-driven assessments, enabling confident vendor selection. The platform enhances risk management, ensures regulatory compliance, and supports scalability for new markets. Fully documented findings and consolidated stakeholder feedback provided clarity, accelerated decision-making, and positioned the organization for sustainable growth while reinforcing operational efficiency and enterprise alignment.
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