When Puget Sound Energy decided to transform its finance operations and enhance its budgeting, planning and reporting capabilities with updated software, it engaged our firm to play a major role as a trusted advisor. We helped the company plan the project and manage its first steps. We engaged professionals with experience in finance, accounting, financial management, and business processes, as well as in SAP, which was the software platform selected by the company. 

Our role also included organizational change management, training, and building capabilities in the budgeting, planning, and forecasting processes. We conducted workshops, trained and coached users who then could train others, and sent specialists into the field to serve as resources for managers who handled maintenance and other projects.

With the installation of updated SAP software, PSE’s budgeting and reporting have improved significantly. Additionally, teams that manage those processes have developed a better understanding about the budgeting and reporting process. And although back-office software and processes are transparent to the millions of people who rely on the company for electric and natural-gas energy, these improvements will help ensure that they continue to receive reliable, cost-effective service.