ETRM Consulting
We help your team extract maximum value from your ETRM ecosystem by streamlining manual processes, identifying functional gaps, and aligning your system architecture with your core trading and risk strategy.
Expert-Led Selection
Our specialist-led consulting cuts through operational friction.
We bridge the gap between your existing software capabilities and your evolving business requirements, ensuring your ETRM is a driver of efficiency rather than a source of manual work
Process Optimization
We analyze and document Front, Middle, and Back Office processes to eliminate manual workarounds and ensure seamless system flow.
Risk Policy Alignment
We sync your company’s risk policy with your system configuration, identifying gaps in risk processes and implementing solutions to address them.
Strategic Integration
Our team evaluates complex system landscapes to identify consolidation opportunities, ensuring your ETRM integrates effectively with your broader IT ecosystem.
Custom Technical Extensions
When out-of-the-box functionality falls short, we provide the technical design and project management necessary to build and deploy custom ETRM solutions.
Software Experience
What Our Clients Are Saying
We were founded to provide companies with better service around their ETRM systems. Read why our clients choose to partner with us for the long term.
Find Your Fit
Simplify your search with unbiased, expert validation.
Our Consulting Process
We apply a practitioner-led framework to optimize your ETRM environment. By focusing on technical depth and industry-specific requirements, we move beyond generic consulting to provide actionable recommendations and execution plans.
01. System Process Review
We begin with a deep-dive analysis of your current Front, Middle, and Back Office operations. Our team maps existing business functions against system capabilities to pinpoint where manual workarounds, functional gaps, or missing features are creating operational risks.
02. Gap Analysis & Strategy
We identify the delta between your current system state and your ideal risk and trading strategy. TruPoint creates a tailored roadmap that prioritizes recommendations based on their impact on ROI and long-term stability.
03. Integration & Consolidation
For companies managing multiple platforms, we provide an alternative analysis and execution plan for system consolidation. We ensure your landscape is lean, efficient, and free of redundant data silos.
04. Functional Mapping & Design
We move into the technical phase, creating functional design documentation and table structures for custom extensions or system enhancements. This ensures every technical change is purpose-built to solve a specific business problem.
05. Deployment & Solution Support
Our experts manage the deployment of recommendations and custom solutions, providing ongoing support and training to ensure your team is equipped to manage the optimized environment long-term.
Find Your Fit
Simplify your search with unbiased, expert validation.
Frequently Asked Questions
Navigating the optimization of a complex ETRM requires a partner who understands the nuance of your industry.
Here is how we ensure our consulting services deliver measurable improvements to your trading and risk operations.
How do you handle resource turnover and knowledge loss?
We provide comprehensive process documentation and training programs to ensure your ETRM knowledge remains within the company, not just with individuals. This mitigates the risk of operational disruptions when key staff members move on.
Can you help us integrate our ETRM with third-party data providers?
A core part of our consulting practice involves evaluating and executing business systems integration, ensuring that your ETRM communicates effectively with market data feeds, external systems, and internal data lakes.
Do you provide custom development or just advisory?
We provide both. Our team includes technical experts who handle requirements gathering, functional design, development, and deployment of custom CTRM extensions when standard software cannot meet your needs.
How do you ensure our risk policy is accurately reflected in the system?
We conduct a specific Trading and Risk Strategy review. This involves identifying gaps between your written risk policy and your actual system configurations, then implementing technical solutions to ensure your risk reporting is accurate and compliant.
What is the typical timeframe for a system process review?
Timeframes vary depending on the complexity of your Front, Middle, and Back Office operations. The specific ETRM system, commodity types, and required functional coverage will dictate the project length; we utilize our initial discovery phase to define and provide these specific timelines.