When upgrading, it’s essential for clients to focus on aligning their business requirements with their long-term vision rather than viewing the upgrade solely as a technical necessity. For instance, during a recent upgrade for a midstream service provider, it was discovered that their reports were not generating correctly due to changes in the architecture design from the older power builder version to the newer dotNet versions. Despite the tight timelines, Value Creed effectively managed the migration, resolving the immediate issue and ensuring a seamless transition. This preserved the integrity of the RightAngle upgrade while fully meeting the client’s requirements.

KEY RESULTS

100%

On Time & Within Budget

Successful migration of the Core, Custom Reports and Report Views.

50%

Performance Enhancement

Boosted user experience on Core and Custom Reports.

100%

Data
Accuracy

Ensuring Custom Reports Efficiency & facilitating a seamless transition.

Strategic Approach to Project Success

Collaborating with the client to conduct an in-depth evaluation of their business prerequisites in conjunction with their envisioned future state helped elevate the upgrade from a mere technical chore to a strategic initiative. This empowered the client to adapt, innovate, and thrive in a dynamic business landscape.

Advisory Services

Optimized Framework
We actively collaborated with the client to meticulously assess their operational model. This entailed conceptualizing an optimized and streamlined operational framework tailored to their distinct requirements, ensuring competitiveness in the market.

Future-Focused Alignment
Aligning business prerequisites with the future vision unveiled disparities between the current and desired states. Early identification of these gaps enables organizations to devise a roadmap for effective bridging, minimizing disruptions, and maximizing upgrade advantages.

Upgrade Services (Report Migration)

Project Alignment
Before delving into the developmental, testing, and deployment phases of the migrated reports, our team took comprehensive measures to align on the requisites. Despite working within a tight timeframe, we ensured a thorough comprehension of project specifications prior to advancing to the subsequent stages.

Dynamic Querying Solutions
Our approach commenced by formulating a dynamic query for example for the Mark-To-Market (MTM) report. This query adeptly addressed several data integrity challenges such as NULL/Zero rows in the CrossTab and incorporated enhanced visualizations based on predefined criteria. These enhancements proved pivotal in surmounting implementation hurdles and easier decision making.

Flexible Reporting
As part of the migration process, we seamlessly transitioned from Grid/Pivot style reports to a more pliable and customizable Report format. This encompassed an overhaul of underlying logic to ensure data output conformed precisely to the requisites.

Precision Design
Furthermore, meticulous design work is undertaken in any latest RightAngle version upgrades, leveraging an array of tools and features, all geared toward attaining the envisioned output.

User-Centric Validation
With iterative testing and feedback the project team worked closely with the end users to socialize the report and gather feedback – which all helped towards a successful adoption of the new reports consistent with our overall change management approach.

Value Creed Services Mobilized

Advisory Services

Our Advisory services will not only help you guide your operations but also help you achieve your vision by taking all stakeholders into consideration. With our services, you can confidently evaluate your decisions before implementing any technical changes, unlocking multiple benefits from our comprehensive solutions.

Upgrade Services

Our team is made up of industry-leading CTRM experts who help you model new business requirements to ensure a future-proof setup. Our commitment to CTRM technology is reflected in our upgrade services, which empower you to customize and enhance performance. Our primary focus is to optimize functionality across the board, aligning with market demands through a holistic solution.

Key Takeaways

Our advisory approach involved a comprehensive evaluation of the business’s reporting strategy and requirements. After crafting a detailed roadmap, we assessed the benefits of report migration. We successfully migrated key reports such as Search Accounting Transactions (SAT), Search Inventory Balance (SIB), Mark-to-Market (MTM), and Risk Exposure (RE), improving usability and driving user adoption. This effort facilitated a smooth transition to the newer RightAngle versions, ensuring system efficiency and user satisfaction.

Recommended Resources

The Journey of a Chain of Gasoline Service Stations from Allegro to RightAngle

Global Energy Company’s Ambitious Growth Goals Powered by Seamless CTRM Upgrade

Seamless Upgrade with 2000 Customizations for a Global Energy Company

Gasoline Service Chain Upgrades with New Future-Proof CTRM Cloud Platform

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+1 (833)-282-7333 | info@valuecreed.com

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Get In Touch

+1 (833)-282-7333 | info@valuecreed.com

By calling or texting this number (833) 282-7333, Customers agree to receive text messages. If you no longer wish to receive text messages,
you may opt out at any time by replying “STOP.”

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Migration of Core and Custom Reports to the latest RightAngle versions with 100 % Accuracy

Performance Challenge

KEY RESULTS

100%

On Time & Within Budget

50%

Performance Enhancement

100%

Data Accuracy

Strategic Approach to Project Success

Advisory Services

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Value Creed Services Mobilized

Advisory Services

Upgrade Services

Key Takeaways

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