U.S. Refinery Reduces Recurring Errors and Accelerates Growth by Streamlining Order to Cash Operations

The Challenge

Amid rapid growth and several acquisitions, a leading U.S. Refinery required business process reviews to assess its Order to Cash operations. The client was dealing with recurring errors throughout the month and limited documentation, highlighting a critical need for clearer roles, process standardization, and alignment to support scalable growth. Opportune was selected for its deep expertise across both retail and midstream operations and its ability to bridge strategy, process, and system execution, ensuring business requirements were always prioritized.

The Solution

Opportune rapidly conducted a targeted process improvement assessment, engaging key stakeholders across the front, middle, and back office. The short timeline required the team to quickly determine key risks and inefficiencies threatening future scalability. Key activities involved approving and facilitating new documentation, flows, desk guides, and training sessions. They also focused on the identification of process gaps across the integration and the alignment of operational workflows with overall business goals. The success of this initial phase led to Opportune being retained for subsequent implementation work.

Business Impact

  • Developed a prioritized roadmap of process improvements to document standardization and ownership.
  • Outlined a logical solution architecture including ETRM, analytics, and optimization components.
  • Designed and implemented strategic system enhancements to support scalability, data quality, and long-term operational efficiency
  • Developed a high-level implementation roadmap for a multi-year ETRM and Optimizer implementation.

Our experts are here for you.

When you choose Opportune, you gain access to seasoned professionals who not only listen to your needs, but who will work hand in hand with you to achieve established goals. With a sense of urgency and a can-do mindset, we focus on taking the steps necessary to create a higher impact and achieve maximum results for your organization.

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