The ETRM Health Check: 25 questions to ask before you blame the software
Most 'bad ETRM' problems are process, data, or customization debt, not the product. Here are 25 questions to ask before anyone writes a replacement business case.
Your REC inventory is a ledger, not a spreadsheet
REC management breaks in Excel because a REC carries attributes, timing, and status that a spreadsheet can't control. Here's the minimum data model and the monthly reconciliation routine.
Where AI actually helps on a trading desk today (and where it doesn't)
Three bins for AI on a trading desk: working now, promising but needs controls, and not yet. For each use case: the data it needs, the control it needs, and how it fails.
California PCC 101 for CCA ops teams: what actually gets checked
A plain-English walk-through of California's portfolio content categories, portfolio balance limits, long-term contracting rule, and how WREGIS data reaches the CPUC, with every number linked to a CPUC or CEC source.
How to run an ETRM selection without getting sold to
Seven rules for an ETRM selection that tests systems against your business instead of a vendor's script: your deals, your data, your references, and a five-to-seven-year cost view.
Build, buy, or extend: the honest economics of ETRM customization
Customizations are how today's ETRM becomes tomorrow's replacement project. A simple order of preference, a rough five-year cost model, and the signs you've crossed from extending into owning a fork.
Data before models: an AI-readiness checklist for trading and risk teams
AI projects on trading desks fail on data lineage, not models. A checklist across trade, reference, curve, settlement, and registry data, a 30/60/90-day plan to get pilot-ready, and the questions your risk committee will ask.