Commercial Trading Assessment and ETRM System Selection

Sarah Kovach Volz Written by Sarah Kovach Volz

Commercial Trading Assessment and ETRM System Selection for Independent Energy Company

An independent exploration and production company experienced significant growth in a challenging market through acquisition and production acreage. 

In response to the Company's rapidly expanding production scale and the embedded cost of external marketing agreements, the Company formed a Commercial Trading group to take its natural gas production directly to market. Opportune was engaged to assess the Company’s existing processes and controls from deal origination to settlement. Opportune was subsequently engaged to manage a software selection process and energy trading and risk management (ETRM) system implementation.

The scope of services performed included:

  • Organizational business assessment to determine current state of processes across front, middle, and back office
  • Evaluate process design against leading industry practices covering resources, processes, and technology
  • Assess exposures to market, credit, and operational risks from transactional activities
  • Review of existing trade and risk governance and policies
  • Gap analysis of existing trade and risk policies, processes, key handoffs, reporting, and organizational structure
  • Future state roadmap aligning with management’s objectives to accelerate towards best-in-class industry standards
  • ETRM software selection process and development of an implementation plan

Opportune’s team provided value through unmatched expertise across industry-leading functions for trading organizations to improve operational efficiency and mitigate transactional risks.

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