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Automate unified data through migration

Optimized Migration Strategy Cuts Custom Development Cost by 35%

Operational Challenge

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.

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KEY RESULTS

40%

UAT effort reduction

Automated comparisons reduced manual testing and validation

35%

Reduction in Cost

Reduced legacy replication through functional mapping workshops

25%

Accelerated Timelines

Faster cutovers via early reconciliation planning

Strategic Approach to Project Success

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.

Data Intelligence

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.

Implementation Services

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.

Value Creed Services Mobilized

Data & Analytics Enablement

Data & Analytics Enablement

Unlock operational effectiveness and elevate efficiency with Value Creed’s data and analytics service enhancing decision-making, integration, monitoring, security, and growth.
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Implementation

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.

Key Takeaways

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.

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