Client: A major natural gas and electric utility company on the west coast

Project Description: The client encountered difficulties managing complex datasets, achieving accurate forecasting, and maintaining up-to-date information across various programs, which impacted their operational efficiency and decision-making. They pursued innovative data management technologies and advanced analytics strategies to address these issues. Their aim was to detect financial discrepancies, mitigate operational risks, and optimize data as a strategic asset to enhance program safety, reliability, and efficiency.

Total Annual Budget: $750M-$900M Portfolio (Approx.)

Project Role: Business and Data Analytics Consultant:

• Formulating and overseeing program-level budgets and forecasts.
• Assisting with monthly financial reviews, including in-depth analyses and cost validations with program managers.
• Extracting and analyzing data from SQL databases to develop and monitor business metrics for project and leadership reporting.
• Creating automated data processes for reporting and ensuring accurate data delivery through data manipulation and data cleaning.
• Developing and maintaining custom dashboards and ad-hoc reports to enable informed, data-driven decisions for leadership and project managers, and supporting data/reporting refreshes.

Project Outcome: The implementation of automated reports and processes accelerated decision-making for leadership and program managers. These new strategies enhanced operational efficiency by 10% by identifying discrepancies between actual and forecasted budgets. User-friendly dashboards and reports made it easier to uncover significant patterns, trends, and key metrics, all essential for maintaining a robust business.