Robust Program Management

We believe in “no-surprises” when it comes to project delivery and the number one way to achieve this is through program management. A collaborative project culture is established that encourages transparency and adherence to the communication protocols outlined in the program management procedures.

Guiding Principles

Sucess Drivers

  • Transparency along the way
  • Honest with feedback and outcomes ​​
  • Utilization of SME expertise and industry standards along the way
  • No surprises – ensure detailed communication beyond surface-level metric tracking
  • Establishment of a Steering Committee with regular touchpoints 
  • Access to key resources
  • Acceptable level of access to relevant documentation, systems, and reports
  • Strong stakeholder communication throughout the process 

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Training Approach

Training is integrated from inception to the end of the project. We engage the users in training during phases 1 and 2 of the upgrade process. Our team will work side by side with the users to validate the system, and provide informal one-on-one training as well as knowledge-sharing sessions, essentially helping the users “learn by doing”.

Just as testing does not begin with UAT, training does not begin with UATDuring the Upgrade Assessment phase, we establish a collaborative culture with the message, “Endur expertise is on site, feel free to engage with your questions about Endur.” We engage the users during phases 1 and 2 of the upgrade process. In addition to the training embedded in our methodology, formal training at the start of UAT is provided. We edit our training materials to use actual examples to provide a meaningful training experience.  The training experience does not end at go-live. 

The training approach has four elements to execute training. The first element is Training Plan & Documentation. During this, a training plan is developed based on the impact assessment and changes. The second element is testing the training material and identifying individual training needs and deficiencies. The third element focuses on training delivery, where the training participation is tracked. The last element is about refreshing and reinforcing training which details additional training if required.

Our Hyper Care team will ensure that your users are trained in any new functionality or changes to the system. It’s a support phase that follows immediately after the Upgrade Go-Live to ensure seamless adoption. 

Ready to Explore Upgrading Your CTRM?

Leverage a partner with best-in-class functional and technical expertise to manage and deploy your upgrade on time and on budget.

Reasons for Upgrading Your Endur Platform

Companies typically evaluate upgrading their ETRM software platforms when the quality or value of the product needs the adoption of new processes or technology; which requires them to adapt to markets, products, economic conditions, and business opportunities, or to comply with policies keeping them up to date on the latest software. 

Endur upgrades are essential when the company needs improved quality results around business changes, function, and technical requirements. The decision to upgrade Endur platform is influenced by various technical and business benefits.

Technical Benefits:

Business Benefits:

JVS advanced scripting language enables integration of downstream and upstream applications of any system

Previous versions are working on the servers whereas the upgraded versions of Endur operate on cloud

APM is the upgraded feature of Endur that analyses the risk exposure of position in the market

Purging of data for crucial events helps to easily maintain the DB

Supports multiple commodities Nomination and invoice generation, support for PPAs, and managing transportation and storage considerations

Provides Real-Time and Standard Reports, Configurable central workflow engine, Graphical UI

Features like Transaction security, Audit trails, Activity logs, User authentication, and Multi-step approval process help reduce the risk of data loss. The transition of the script engine to grid cluster/engine operations reinforces better performance stability

Improved Dynamic portfolios and cross-asset coverage help to evaluate prospective business opportunities

The scheduling interface for nomination creation and transport spread valuation is configured with segmented transportation

Endur Upgrade Strategies

Your upgrade strategy needs to be planned for the deployment of new Endur releases in accordance with the pre-defined goals. Whether it’s resolving a defined protocol or working on a broader variety of fixes or implementing a new release altogether, Value Creed offers solutions across all stages.

The Upgrade Process

The CUE Method – “Clean Up & Explore” 

The CUE method requires stale data Cleanup before the upgrade followed by Exploration of new features post the upgrade.

Clean Up helps to enhance the data quality, avoid blob failure, gather business requirements, and understand the processes. Exploration helps you to add functionality before & after the upgrade along with the use of JVS.

Parallel to the upgrade phases, we focus on Robust Program Management, Training Approach, and Infrastructure Assessment. 

 

This phase aims to establish governance, set objectives, and conduct various impact analyses to develop state infrastructure designs, confirm to-be processes and identify class events to be retired versus remediated

 

    • Stakeholder Assessment - Confirming user groups​ and Initiating impact & risk assessment
    • Communication Strategy - Defining baseline communication plan by stakeholders
    • Impact Assessment​ - Defining baseline processes and roles by process​, estimating the amount of change, and determining roles
    • Stakeholder Engagement​ - Involving key stakeholders in design sessions to confirm opportunities for improvement

 

This phase encompasses initiating the technical upgrade process and observing its efficiency. It runs end-to-end tests of complex transactions and remediates all issues. Additionally, it includes the creation of detailed Training documents and providing ongoing hands-on training on new functionalities

 

    • Migration - Configuration of modules, pipeline model, settlement, and Net valuation. Environment set-up and database upgrade​ followed by extension remediation
    • Validation - Validating business processes, interfaces, class events, reports, & integration and performing remediation
    • User Review Sessions​ - Engaging users in agile cycles including issues and potential solutions
    • Stakeholder Tracking ​- Review stakeholder engagement based on quantitative metrics and qualitative assessment
    • Delivery Communications - Formal communications to executives and users to engage and update
    • Training Plan & Documentation​ – Modeling, structuring, and tailoring training materials according to individual training needs. Testing training documents against business processes​ by users

 

This phase ensures that the upgraded system can run in parallel and produce similar numbers at the same time as the Production system and mimic all activities of the trade life cycle in the new system as a full test of upgraded system functionality​. During the go-live our Hyper Care team will take the lead for system support to ensure seamless adoption

 

    • Refresh & Reinforcement Training​ – Delivery of additional training as needed
    • Support Communications – 24/7 support hotline​ along with daily issues and remediation report
    • Stakeholder Assessment​ – Qualitative assessment of stakeholder change adoption ​with a remediation plan for stakeholders
    • User Acceptance Testing​ – Tracking of engagement within UAT​ and Communicating results
    • Training​ – Superuser desk guide and small group sessions​ in addition to Custom-made sessions during parallel period

Ready to Explore Upgrading Your CTRM?

Leverage a partner with best-in-class functional and technical expertise to manage and deploy your upgrade on time and on budget.