How ETRM Upgrade and Business Process Outsourcing Integration Drove Scalability for Energy Distributor 

The Challenge

Following a major commercial systems transformation, a leading U.S. propane distributor with operations across the country faced challenges maintaining consistent operational execution across trading, logistics, and accounting processes. This was due to an entirely remote implementation due to COVID, employee turnover, and lack of employee adoption.

While the new platform improved visibility and automation, day-to-day operational performance varied across locations. Leadership and users lacked standardized metrics to monitor operational health, identify data quality issues, and hold teams accountable for key activities across the trade lifecycle. The organization needed a structured approach to measure operational performance, quickly identify issues such as inventory reconciliation discrepancies and cost anomalies, and improve user accountability across offices.

The Solution

Opportune was engaged to provide ongoing operational support and business process outsourcing services focused on strengthening accountability and improving day-to-day execution across the organization’s commercial operations.
Working closely with leadership and operational teams, Opportune implemented a KPI-driven operational performance framework supported by centralized monitoring tools and targeted process improvement initiatives.

Key elements of the engagement included:

  • Development and management of approximately 40 operational KPIs across trading, scheduling, inventory management, and accounting activities across offices nationwide
  • Implementation of a centralized KPI dashboard through Opportune’s SCOUT platform, enabling users and leadership to easily monitor performance and identify incomplete or overdue operational tasks
  • Creation of nationwide monitoring dashboards to identify inventory reconciliation variances and WACOG outliers across terminals and regions
  • Continuous monitoring of operational metrics to identify process gaps and operational pain points
  • Targeted training initiatives designed to address KPI performance gaps, including improving deal entry and update processes within commercial teams
  • Ongoing operational support to reinforce standardized processes and improve consistency across locations

Business Impact

  • Established clear operational accountability through a standardized KPI framework across offices nationwide
  • Improved transparency into operational performance through centralized dashboards and simplified reporting
  • Accelerated identification and resolution of inventory reconciliation discrepancies and cost anomalies
  • Strengthened user adoption and consistency of commercial processes through targeted training programs
  • Enabled leadership to monitor operational performance and drive continuous improvement through KPI-based insights

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