A Member-Owned Electric Cooperative Carrying $200M Of Active Capital Across Seven Concurrent Programs — Each Reporting Healthy At Program Level — With A General Rate Case Twelve Months Out And A Member-Board Capital Plan Review Behind It. An Independent Portfolio Review Surfaced Five Cross-Program Sequencing Dependencies And Produced A Defensible Re-Sequenced Capital Plan Ahead Of Regulatory Filing.
Surfaced the five cross-program dependencies explicitly to the Capital Investment Committee. Paused new capital commitments to the three programs competing for the same engineering bandwidth pending portfolio re-sequencing. Repositioned the AMI 2.0 dataset dependency so the downstream program no longer assumes an input that will not be available.
Modeled shared-resource demand (engineering, field operations, regulatory) across all seven programs. Re-sequenced the rolling capital plan so the three highest-exposure dependencies move off the critical path of rate-case-relevant milestones. Deferred one program by one fiscal quarter to free shared bandwidth.
Pre-built the portfolio-level variance narrative for the next general rate case filing. Prepared a Member-Board capital plan review specifically anchored in the re-sequenced portfolio. Reconciled cumulative cost and schedule variance ahead of commission staff surfacing it.
Established a standing cross-program dependency review cycle ahead of each Capital Investment Committee meeting. Built a portfolio-level shared-resource demand model maintained alongside the rolling capital plan. Embedded ongoing independent validation through the next general rate case cycle.
Complete forensic findings, root cause hierarchy, 90-day stabilization roadmap, and assurance operating model. Written for Board-level and executive review.
PDF · Full detail · No form required
Findings shared only with the commissioning executive.
No vendor ties. Evidence-based, free from internal bias.
Briefing is complimentary. Scope agreed before any commitment.
A Member-Owned Electric Cooperative Carrying $200M Of Active Capital Across Seven Concurrent Programs — Each Reporting Healthy At Program Level — With A General Rate Case Twelve Months Out And A Member-Board Capital Plan Review Behind It. An Independent Portfolio Review Surfaced Five Cross-Program Sequencing Dependencies And Produced A Defensible Re-Sequenced Capital Plan Ahead Of Regulatory Filing.
A Mid-To-Large Omnichannel Retailer Six Months From Renewing A $45M Five-Year Strategic Tier-1 Vendor Contract — The Vendor Having Missed Three Of The Last Five Implementation Milestones, The CIO And CFO And CPO Not Yet Aligned On Whether To Renew, Renegotiate, Or Replace. An Independent Vendor Contract Review Reconstructed The Milestone-Miss Record, Quantified The Renegotiable Value, And Produced A Single Board-Defensible Renewal Posture Inside The Pre-Renewal Commercial Leverage Window.
Two consecutive missed phased go-lives. A third re-baseline being drafted. A new CIO inheriting the trajectory. An independent recovery diagnostic produced a defensible recovery posture in 4 weeks — protecting an additional $18–22M in projected cost exposure and routing clinical-safety risk back to clinical governance.
