• Prolonged consolidation times
  • Producing C Corp and Master Limited Partnership filings required multiple consolidation passes between two data scenarios
  • Regulatory filings prepared manually, presenting difficulties staying in sync with the book of record


  • picture17Chart of accounts rationalization
  • Leverage FDM to map PeopleSoft data
  • Streamline existing business rules
  • Create reporting structures
  • Prepare C Corp, Partnership, and regulatory (FERC) reporting using same underlying data

The solution has been running in production since 2012


  • Streamlining the business rules reduced consolidation time by 90%, delivering C Corp and Partnership filings via one consolidation pass utilizing the same underlying data
  • picture18Manual entries and offline calculations were reduced by 75%, eliminating several days from the monthly close cycle
  • Eighty percent of the cash flow was automated
  • Ninety percent of the regulatory filing (FERC) was automated
  • The redesigned business rules and data tracking capabilities allowed audit reports to be provided with less manual intervention

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