Business Challenge
When embarking on an upgrade, it is crucial for clients to dedicate an upfront focus to their business prerequisites and how these align with their overarching vision for operational longevity. Rather than treating the upgrade as a purely technical necessity, businesses should view it as an opportune moment to reevaluate their overall objectives, strategies, and aspirations.
During a recent upgrade, a prominent midstream services provider company endeavored to migrate and disseminate reports to end users in the familiar format as before. However, our team of RightAngle experts were able to recognize that given the architecture redesign of S21, the reports would not generate in the exact format and cause significant disruptions to daily operations.
Despite time constraints surrounding the S21 migration, Value Creed adeptly undertook the project, not only addressing the immediate requirement but also ensuring a seamless migration of these critical reports. This endeavor safeguarded the planned S21 transition and precisely catered to the client’s needs.
KEY RESULTS
Successful migration of the Mark-To-Market (MTM) report
Implementation of a versatile and customizable reporting system
Smooth and uninterrupted transition to S21
Advisory
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.
- 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.
- 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 - Report Migration
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.
- Our approach commenced by formulating a dynamic query 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.
- 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.
- Furthermore, meticulous design work was undertaken in S21, leveraging an array of tools and features, all geared toward attaining the envisioned output.
- 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 entailed an exhaustive evaluation of the business’s reporting strategy, capabilities, and needs, resulting in the identification of new imperatives. Following the design of a comprehensive roadmap, we evaluated the advantages of report migration. Through successful enhancements of the critical “Mark to Market” (MTM) report within the stipulated time frame, we were able to drive increased user adoption with increased usability ensuring a seamless transition to S21.
Contact us today to learn more about our upgrade and advisory solutions.
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