Renewable Utility Reporting & Data Platform Modernization
Primary service
Data Platform Migration & Reconciliation
Secondary service
Data Modeling & Lineage
Proposed Cadvel capability — not a client case study.
Target client and segment
Renewable generators and utilities modernizing finance and management reporting
Challenge
Replacing a reporting platform can break trusted financial and operational measures. Finance teams need reconciled history, explicit calculation logic and a controlled transition to the new data platform.
Key capabilities
- A reconciled reporting layer across finance, procurement and projects.
- Documented metrics and lineage that survive a platform change.
- A phased migration with parallel reports, exception ownership and cutover evidence.
Business Challenge
Business rules are hidden in reports
Spreadsheet adjustments and legacy queries often contain undocumented rules. Copying tables alone does not preserve a reporting process.
History changes meaning
Account hierarchies, project structures and fiscal calendars evolve. Reports need an agreed treatment of historical and restated values.
Migration discrepancies are hard to isolate
A changed total may come from extraction, transformation or source corrections. Record-level evidence and control totals are needed to locate the cause.
Reporting deadlines constrain cutover
Finance cannot suspend a close cycle to troubleshoot a new platform. Parallel operation and rollback criteria must be planned around the reporting calendar.
Architecture and Tech Stack
Legacy and target ERP extracts → immutable landing snapshots → reconciled staging → conformed finance, supplier and project models → governed reporting layer. Run old and new reports in parallel and retain signed-off exceptions and mapping versions.
Technology options
Snowflake is a proposed analytical target; dbt can implement tested reporting logic and lineage. AWS or Azure can provide landing storage and orchestration. The existing ERP remains the transactional system of record.
Delivery boundary
Cadvel scope centers on data migration, reconciliation and reporting. ERP configuration, procurement policy design and statutory approval stay with the client’s responsible teams and implementation partners.
Implementation and Solution
Proposed implementation stages
Baseline the reporting estate
Catalog critical reports, owners, cutoffs and control totals; capture the current close workflow.
Build the target data model
Map accounts, suppliers and projects; document historical treatment and conversion rules.
Reconcile in parallel
Compare records and totals for representative periods; assign and resolve material exceptions.
Cut over with evidence
Approve acceptance and rollback gates, rehearse a reporting cycle and transfer operating documentation.
What this enables
Measurable success criteria — to be agreed and validated with the client; not achieved results.
Reconciliation completion
Critical control totals within agreed tolerance ÷ critical control totals tested, by period.
Exception closure
Unresolved material discrepancies at each cutover gate, with age and owner recorded.
Reporting cycle time
Hours from the agreed source cutoff to approved management reports.
Report acceptance
Critical reports signed off for logic, access and history ÷ critical reports in migration scope.
KPI targets and acceptance tolerances are set with the client during discovery; no achieved outcomes or ROI are asserted.
Source inspiration / reference
Source-derived facts
DXC’s 8 September 2025 Meridian Energy announcement describes Oracle Fusion Cloud ERP and EPM implementation, integrating finance, procurement and planning. This inspires the reporting continuity problem. Snowflake and dbt are proposed Cadvel options, not technologies attributed to the Meridian engagement.
Reference context only. Proposed Cadvel design and KPIs are independent of the source delivery.
