working with the utilities sector · business case development and management financial analysis...

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2018 Our Capability Provision of Consulting Services in the water and energy industries Working with the Utilities Sector

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Page 1: Working with the Utilities Sector · Business Case Development and Management Financial Analysis and Modelling ... the measurement and verification of energy efficient projects for

2018

Our CapabilityProvision of Consulting Services in the water and energy industries

Working with the Utilities Sector

Page 2: Working with the Utilities Sector · Business Case Development and Management Financial Analysis and Modelling ... the measurement and verification of energy efficient projects for

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IntroductionThe utilities sector is continuing to transform, with increased demands for data, the ongoing challenges associated with climate change, a highly regulated environment and the provision of infrastructure for the cities of the future.Pitcher Partners works extensively across both the energy and water industries and has developed a strong understanding of the commercial and business imperatives that underpin success. Pitcher Partners' specialists offer our clients trusted advice, a reputation for integrity, business excellence and a long-term commitment to delivering the best outcomes.As both industries continue to evolve, we are strategically placed to provide your organisation with specialist advice of the highest standard.

About Pitcher PartnersPitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.Pitcher Partners is an association of accounting and business advisory firms located in Adelaide, Brisbane, Melbourne, Newcastle, Perth and Sydney. We have a strong reputation for providing personal service and quality commercial advice to our clients across a broad range of industries.

We specialise in providing services to family controlled, privately owned and small public businesses as well as high net worth individuals, the public sector and not-for-profit organisations. Our clients require high technical standards, matched with a personal understanding and involvement in their affairs.

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Benefits of engaging PPC

Significant experience and expertise dealing with the needs of the utilities sector and a thorough understanding of the commercial and technical issues that water and energy companies are currently facing

Accurate, reliable and relevant information for the benefit of key stakeholders and decision makers

Value for money service offering

Proven methodologies that underpin everything we do

A full service firm, offering our clients access to numerous specialist services as required

Independent and objective value-added advice based on a pragmatic and commercial approach

Services Pitcher Partners provide Strategy and Planning Governance Commercial and Financial Advisory Implementation

Business Strategy and Planning

Outsourced “C” Suite

Business Performance Improvement

IT Strategy and Planning

Business Intelligence/Analytics

Audit and Assurance

Compliance

Internal Audit and Reviews

IT Systems Review

Business Case Development and Management

Financial Analysis and Modelling

Business Advisory

Corporate Finance

Sourcing and Procurement

Project Governance and Management

Business Process and Change Management

Our Sector Expertise

Our team of partners and senior managers has a range of experience in the water and energy industries and are across the issues

currently impacting them.

Helping clients manage ongoing regulatory changes in the energy sector. Most recently

this included project managing the “Power of Choice” energy reforms for an energy client.

Exploring opportunities with our clients to interpret the abundant amount of smart meter data being received by retailers for

emerging energy services including Virtual Power Plan technology.

We have recently provided business analysis support to assist a retailer with the choice

and implementation of a key system.

Managing the procurement process and the delivery of systems for utility clients

looking to upgrade their billing and customer relationship management systems. Recently Pitcher Partners managed the selection and

implementation of a new energy trading platform for a leading energy utility.

Partnering with a technology provider enabling us to monitor real-time and

historical electricity usage and generation across geographically diverse sites, and assist

in identifying cost efficiencies through to the measurement and verification of energy

efficient projects for our clients.

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Pitcher Partners have been the auditor for

our alliance for 4 years now and they provide good value for money. We are not “over serviced”, we are provided with what we need when we need it and the hourly rates are reasonable compared to the market. The audit gives Barwon Water confidence our partners are getting paid what they need to be paid under the agreement. They are a good team to work with.

Tony Belcher // Program Manager Strategic Sourcing // Barwon Water

Our utilities sector services

Our utilities sector experiencePitcher Partners has a significant presence across the utilities sector. We are actively involved in the delivery of a wide range of services across risk services, IT consulting and business consulting.

Risk servicesEnterprise Risk Management We have worked with a range of clients, in the development of risk management frameworks, delivery of risk management training and development of risk registers through the facilitation of risk assessment workshops. We have developed a comprehensive methodology and supporting technology to underpin this capability.

Internal Audit Our risk-based approach combined with specialised experience allows us to deliver significant value and tackle a range of financial, compliance, performance and operational reviews. In relation to the water industry, we have reviewed numerous business processes such as procurement, emergency response, human resourcing, water quality management, revenue management, legislative compliance, asset management, and project and contract management.

Environment Risk Services We have specialised experience to assist you in addressing current environmental legislation and compliance obligations, managing environmental risks, developing and maintaining environment management systems and establishing sustainable business processes.

Information Technology Assurance We can help you in managing internal IT environment and process risk as well as providing assistance in reviewing your overall IT strategic management approaches. Where more specialised experience is required, our IT Consulting team is also able to help.

Advanced Data Analysis Our specialist data analysis team can assist in providing advanced audit support techniques, which will potentially provide further insight into your organisation. We have found that this type of analysis has provided information has been invaluable in improving our clients' business and controls.

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IT consultingIT and Digital Strategy and PlanningPitcher Partners helps clients to identify drivers for change, create project roadmaps, recommend IT applications and infrastructure, assess financial impact, and source the right IT and people to achieve business objectives.

Project Governance and ManagementThrough our extensive experience as project directors and managers, agile project management methodology and project governance frameworks, we enhance a client’s ability to set up, resource and monitor successful projects consistent with their organisation’s strategic vision.

Change ManagementOur approach enables clients to bring their people on the change journey and achieve maximum business outcomes. Our “Move Through Change” principles provide the framework and tools required to cover all aspects of change and communication.

CIO As A ServiceWe provide clients with high level IT strategic advice, cost management, risk and compliance supervision and strong, engaging leadership. Our clients benefit from CIO expertise on tap, on demand and on their side, without the price tag of a full-time CIO.

Cyber Security and IT Health CheckPitcher Partners’ Systems Review and IT Health Check helps diagnose problems before they materialise. Importantly, these reviews highlight opportunities for increasing efficiencies, improving fraud, security and risk control, and aligning IT systems to business goals.

System and Vendor SelectionPitcher Partners has extensive experience in the design, selection and implementation of business and information systems. We help clients navigate the complex process of vendor selection, contract negotiations and implementation.

Business Analysis Almost every engagement we undertake has an element of business analysis. With the benefit of being able to draw from both technical and business resources within our team, Pitcher Partners has a broad pool of skilled business analysts capable of working across a varied range of projects, from technical system implementations to business strategy development.

Business Data Intelligence and Data AnalyticsOur pool of experienced business analysts with utilities sector knowledge provide specialist business intelligence, business analysis, modelling, and process design/redesign capability.

Business Performance ImprovementPitcher Partners can help with sourcing information systems that provide critical management information, identify inefficiencies, and explore the root causes and options to deliver practical, realistic solutions to enhance the capital value of a business.

Business consultingBusiness Strategy and PlanningWe work closely with our clients to develop a business strategy and plan that maps their chosen market, focusses their activity on effective strategies to compete, and drives their success.

Outsourced “C” SuitePitcher Partners provide clients with high level advice, support and direction when a full time, permanent C suite level operator is not available or feasible. Outsourced CIOs, CFOs or HR Managers offer deep technical and strategic expertise, putting innovative solutions within the reach of all organisations.

Business AdvisoryThrough close and active involvement in our clients’ businesses, Pitcher Partners provides informed, practical advice and assistance to make the most o f opportunities and emerging issues.

Business Case Development We assist our clients develop business cases that address the drivers of change, review options (including market soundings), analyse and estimate the benefits and costs, model and analyse economic forces, set out the deliverability case and identify risks and mitigation options.

Financial Analysis and Operational ModellingOur expert financial analysts help benchmark against competitors, model costs, revenue and benefits, conduct financial and operational modelling to identify problems, develop tools and help leadership teams understand and explore the financial implications of decisions and actions.

Corporate Finance Our team’s extensive utility sector experience means we have the in-depth knowledge to assist with valuations, capital structuring, capital raising, sales and acquisitions.

Contract Negotiation and ProcurementWe assist water entities in structuring and implementing procurement models. We have worked as Financial and Commercial advisor in the delivery of capital projects and programs, and have significant experience with incentivised collaborative and relationship-based contracts (Alliancing, ECI, Managing Contractor).

Financial and Establishment AuditsWe work with Project Directors to support project governance, determine compliance and demonstrate Value For Money. This involves independently establishing and auditing project commercial arrangements, financial costs and financial outcomes.

Probity Our proven methodology encourages and promotes a sound probity culture whilst facilitating the efficient and effective conduct of the procurement process. We regularly provide probity services to a number of water entities when they are undertaking large scale projects and tenders.

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Our utilities sector experiencePitcher Partners has significant experience and expertise in the utilities sector. Our recent projects include:

Gippsland WaterDigital transitionThe vision to concurrently improve customer experience and internal efficiency through the strategic application of digital technologies led to Gippsland Water engaging Pitcher Partners.

The overall goal of this engagement was to be able to migrate customers from conventional, labour intensive means to more digitally enabled, automated alternatives.

Through customer research, customer experience benchmarking, gap analysis and the creation of a customer experience improvement roadmap, Pitcher Partners successfully aided Gippsland Water in this transition.

Pitcher Partners also provided Gippsland Water with change management and human resources services.

Western WaterCRM system selectionTo meet their growing business requirements, Pitcher Partners performed a high level review of Western Water’s Customer Relationship Management (CRM) system. We provided advice on current CRM capability and suitability for accomplishment of business requirements, and made recommendations for CRM replacement, data migration, and procurement of IT systems and services.

In an environment requiring the Western Water to dramatically reduce costs, we assisted in a number of areas including:

• Improved business processes in order to reduce costs associated with the purchase and implementation of an organisation-wide CRM

• Business System Review – reviewed workflow processes in their customer contact centre

• Business Process Management – helped define better asset management processes, in particular with regards to existing infrastructure of pipelines in relation to capital works projects

Simply EnergyProject planning, governance, quality assurance, change management & business analysisTo support their growing activities, Simply Energy is upgrading their billing systems and processes across the organisation. We are currently providing hands-on project planning, governance, quality assurance, change management and business analysis support across this multi-year engagement to roll out the new systems and processes across Simply Energy.

Using our robust processes, we are working through planning and implementation for each phase of this implementation to add value, engage key stakeholders, and mitigate risks.

We have also advised Simply Energy on several other projects over the last three years including defining requirements for their virtual power plant, providing business analysis support for power of choice and performing financial modelling reviews.

JemenaProbity Advisory Services (PAS)Jemena Gas Network required probity advisory services in ensuring a fair and unbiased selection process of one or more contractors to provide repair, maintenance, construction and emergency response services for their gas distribution network.

Pitcher Partners were engaged to:

• Review procurement documentation including tender invitation documentation, industry briefing packs, and correspondence with tenderers

• Attend evaluation panel meetings, tenderer interviews/presentations and evaluation panel scoring meetings

• Review tender submissions and the evaluation report, and provide a probity advisory report

• Provide probity advice throughout the procurement process

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With Pitcher Partners I feel we are an important

client.  We feel valued and get the attention, focus and quality of resource we need at a commercially competitive price

Carly Wishart // GM Operations // Simply Energy

Momentum EnergyProject ManagementPitcher Partners Consulting were engaged by Momentum to manage the Power of Choice program. This program of work involved:

• Facilitating new commercial arrangement negotiations (relating to the Metering Coordinator)

• Managing the implementation of industry-led system changes across retail systems (Shared Market Protocol)

• Attaining new market accreditation (Embedded Network Manager)

• Developing and refreshing external communications, terms and conditions, contracts and other customer collateral

• Overseeing the change management & training around system and process changes

Proven resultsPitcher Partners has gained extensive experience in the utilities sector with some of Australia’s largest and most complex companies as well as mid-tier companies.

Clients include, but are not limited to:

Water industryBarwon WaterCentral Highlands WaterEast Gippsland WaterGoulburn-Murray WaterMelbourne WaterSouthern Rural WaterSydney WaterWestern WaterYarra Valley Water

Energy industryAlinta EnergyAurora EnergyClick EnergyEnergy AustraliaEngieHydro TasmaniaJemenaMerredin EnergyMomentum EnergyPacific HydroSimply Energy

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Get in touch...

CapStat_UtilitiesConsulting_181017

MELBOURNE+61 3 8610 5000 [email protected]

ADELAIDE+61 8 8179 2800 [email protected]

SYDNEY+61 2 9221 2099 [email protected]

BRISBANE+61 7 3222 8444 [email protected]

PERTH+61 8 9322 2022 [email protected]

PITCHER.COM.AU

NEWCASTLE+61 2 4911 2000 [email protected]

Pitcher Partners is an association of independent firms. Liability limited by a scheme approved under Professional Standards Legislation.

Graham NoriskinPartner - Risk Services

+61 3 8610 [email protected]

Robert McKie Partner - Consulting

+61 3 8610 [email protected]

Daniel ByrnePartner - Consulting

+61 3 8610 [email protected]

Michal JozwikPartner - Risk Services

+61 3 8610 [email protected]