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VideoSuccess Story: Building a More Scalable Trading Lifecycle for an Energy Producer
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The Client
The client is a publicly traded energy producer with significant crude oil and natural gas marketing operations in the U.S. The company manages complex physical trading activity spanning front, middle and back-office functions and relies on an energy trading and risk management (ETRM) system to support commercial execution, settlements, financial reporting and compliance. As trading volumes and operational complexity increased, management looked to strengthen governance, improve process reliability and increase transparency across the trading lifecycle while maximizing existing investments.
The Challenge
As trading activity expanded, the client faced increasing strain in its end to end trading lifecycle.
Processes varied by commodity, and key workflows remained manual. Ownership between front, middle and back offices, as well as revenue and production teams, was often unclear. Critical activities such as scheduling, actualization, settlements and reporting depended heavily on spreadsheets and workarounds outside the ETRM system, increasing operational risk and limiting confidence in margin reporting.
Management needed an objective assessment of its current trading lifecycle and a practical, future state operating model that would strengthen controls, reduce manual effort and better align trading results with downstream financial reporting and financial planning and analysis (FP&A) without disrupting day to day operations.
The Process
Weaver performed a structured, three phase trading lifecycle assessment covering crude oil and natural gas operations in front, middle and back-office functions. The engagement began with a current state assessment that included stakeholder interviews, end to end process mapping, system and reporting reviews, and an evaluation of control design and data handoffs from trade capture through financial reporting.
Building on these findings, our team designed a future state target operating model (TOM) that defined clear roles, governance, workflows, controls and technology touchpoints. The TOM emphasized practical improvements, including strengthened data ownership, standardized processes, improved reporting reliability and selective automation using Allegro, Power BI and data architecture concepts.
We also developed a phased implementation roadmap that prioritized initiatives based on business impact and complexity. This allowed management to sequence improvements in a logical way while maintaining operational continuity.
The Deliverables
Our comprehensive set of decision ready outputs provided management with clarity and a structured path forward, including:
- End to end trading lifecycle maps documenting current state processes, control gaps and pain points across commodities
- A future state TOM defining roles, governance, along with supporting workflows, controls and system alignment across the trading lifecycle
- A high level data and reporting architecture designed to improve transparency, reduce manual reconciliations and support consistent margin and performance reporting
- A prioritized, phased implementation roadmap outlining near-term improvements and longer term automation opportunities prioritized by impact and complexity
These deliverables equipped the client with a clear, actionable blueprint to strengthen control reliability, improve efficiency and enhance insight into trading performance without requiring a disruptive system replacement.
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Success Story