A global energy trading firm, managing diverse energy portfolios, faced increasing complexity due to the split between their legacy ETRM platform and the more scalable PCI solution. Critical functions such as trade capture, settlements, and risk reporting were divided, creating significant operational challenges and inefficiencies.
The parallel phase introduced challenges around data consistency, reconciliation accuracy, and cross-system coordination. Disparate configurations and workflows across platforms required intensive manual intervention to keep processes aligned. To ensure business continuity and minimize risk, the firm needed a structured approach to streamline operations, reduce manual dependencies, and maintain accuracy throughout the migration enabling a smooth transition without disrupting core trading activities.
Automated comparisons reduced manual testing and validation
Reduced legacy replication through functional mapping workshops
Faster cutovers via early reconciliation planning
To address these challenges, Value Creed deployed a comprehensive ETRM migration strategy towards PCI which focused on enabling seamless coexistence, maintaining data integrity, and ensuring business continuity. Our approach prioritized automation, governance, and operational resilience to support a smooth and scalable transition.
Establishing a fit-for-purpose data layer
We built a scalable data foundation, extending existing data stacks or implementing a purpose-built layer for trade synchronization, validation, and reporting, adaptable post-migration to PCI.
Real-time integration and synchronization
We used streaming pipelines and real-time ingestion tools to align critical data, minimizing manual entry and ensuring data integrity across both systems.
Automated reconciliation and validation dashboards
We deployed customized dashboards and scripts to detect and resolve inconsistencies, providing real-time insights into trade status, P&L, valuation, and risk exposures.
Phased and modular migration strategy
Our coexistence setup enabled flexible migration by commodity, desk, or geography, allowing incremental change adoption and minimizing disruption for agile delivery across units.
Early integration of governance and controls
From the outset, we defined data ownership, access rights, and lineage tracking, ensuring compliance and trust while laying a strong foundation for system reliability and scalability.
The implementation services offered by Value Creed will help you in strategizing and executing your workflows according to the business operations to ensure a smooth transition.
Value Creed’s strategic execution of the ETRM migration ensured more than just technical success, it safeguarded operational continuity while unlocking measurable business value. By building a fit-for-purpose data foundation and implementing real-time synchronization and validation tools, we eliminated manual inefficiencies and ensured consistent, accurate outputs through legacy and modern systems migration. This enabled the client to maintain uninterrupted trading activities throughout the coexistence phase, reducing risk and improving overall execution reliability.
Our structured migration approach and emphasis on data governance helped avoid costly customizations by aligning business needs with the native capabilities of the new PCI platform. This not only shortened cutover timelines but also accelerated stakeholder adoption and long-term scalability along with a solid foundation for future growth.
Explore our suite of solutions designed to empower your trading and risk management functions. Partner with us for a transformative CTRM experience that drives success in today’s ever-evolving markets.
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