Software Implementation Plan for a Wholesale Energy Marketer

A natural gas and power wholesale energy marketer was expanding its Energy Services business and looked to manage power assets in multiple markets. This included implementing a bid-to-bill system to automate scheduling, ISO settlements, customer invoices, and contract management.

After narrowing their software selection search to two vendors, the company needed help selecting a system to move forward with; specifically, they needed a partner to facilitate the high-level use-case creation, perform a competitor analysis, develop a standardized request for vendor pricing, and complete the selection process.

After previously developing a great working relationship through different projects in the past, the client engaged Sendero’s subject matter expertise to lead this software implementation plan.

Sendero collaborated with the company to identify requirements of the bid-to-bill system, including key functionalities and capabilities with their associated priorities, then developed a vendor scorecard and scoring methodology based off these priorities. Vendor sessions were then organized to allow for the vendors to demonstrate their system and answer questions. During these sessions, Sendero utilized the scorecard to recommend a software system that would best meet the client’s needs.

Following vendor selection, Sendero managed the implementation of the selected system, which included the creation of a project plan, configuration and installation of the software, test case development and UAT administration, creation of an onboarding procedure, development of reports and training, and management of communication and project status, all while providing project advisory. The go-forward plan included a phased approach to implementing the bid-to-bill system in one energy market at a time, focusing on markets where the client wanted to acquire assets.