Accessing and aggregating critical real-time data across the Corporation Monitoring trading processes with exception reporting Providing a Corporate view over the integration of processes and information between front, middle and back office systems.

CPM provides Energy companies with:

Seamless integration between disparate trading platforms Business Activity Monitoring Data Visualization Dashboards Planning and forecasting Operational Business Intelligence Financial Consolidation Supplier management Inventory Management Compliance to regulatory statues

Corporate Performance Management for the Energy Trading Industry

Ability to quickly monitor CPM in the Energy Trading Industry is the Key to Suc-cess or Failure Not surprisingly, a number of en-ergy companies have exited from the high risks associated with com-modity trading. Companies sight recent corporate failures, the lack of trading expertise, and the lack of sophisticated analytics software. Yet, Energy companies still have to purchase energy and hedge against risks in pricing, delivery and supplier demand. To survive in this fast moving and highly competitive industry, Energy com-panies need strong, real-time Corporate Performance Management. Mak-ing ill informed decisions without CPM could spell disaster. Yet, most soft-ware vendors will tell you that the only way to get an overall picture of trad-ing operations within an Energy Trading company is to toss out existing trad-ing, risk management and accounting systems and replace them with a single hardware/software family of products. Of course, most energy companies are not in position to tear out all of their legacy applications and best of breed products. The cost and pain of a wholesale system change is simply too much to bear. But now there is a better way. Corporate Performance Management (CPM) for Energy CXO Systems, working with partners in the Energy industry, is using the CXO Systems CPM platform to integrate data across dis-parate front office, middle office and back office systems, providing a consolidated op-erations view. Energy managers are now able to see the first complete, composite view of their energy trading activities - from the initial strategy - through the decision supporting material - to trade completion. Using CXO systems, energy trading companies can keep their existing infra-structure and applications. They can select and integrate “best of breed” systems. They aren’t forced to accept the high transition costs and generic functionality provided by “single vendor” solutions.

Corporate Performance Management for Energy

Front Office Integration CXO Systems interfaces with front office trading platforms, including Excel, to build composite views of everything from commodity positions to counterparty exposures. Senior managers can drill down and slice data to view information such as geographic locations, counterparty ratings, and even individual trader performance. Middle Office Integration Integrating front office trading platforms with middle office analytics allows risk managers to measure, monitor and re-

port various risk metrics with confidence to senior management including: • Trade Data Reports • FERC Market Behavior Rule Compliance Reporting • Market forward curve verification • VaR calculations analysis Perhaps more importantly, users can set and monitor stop-loss, position limits and VaR limits via an interactive opera-tional dashboard. Using CXO Systems for the collection and reporting of infor-mation enables risk managers to interact with trading, strat-egy, controllers, operations and other groups to collabo-rate on risk issues and recommend risk management strate-gies.

Back Office Integration The CXO Systems solution uses a patent-pending architec-ture that allows direct connections to operational data sources. Unlike cumbersome data warehousing ap-proaches, this allows for a virtual view of energy trading deals, exposures, asset and cash positions, financial recon-ciliations, exception resolutions, and P&Ls - all available on an intra-day basis in support of senior management deci-sion making. Bringing it all together

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CXO Systems Corporate Performance Management platform isn’t an energy trading plat-form; it doesn’t perform advanced risk analytics; it’s not a back office accounting system. CXO Systems CPM platform is a data aggregation and monitoring platform designed to monitor an entire trading operation, collect pertinent data, and aggregate information into consolidated and graphical dashboard views. CXO Systems uses “state of the art” software architecture to turn data from disparate, stovepipe systems into a collection of configurable software information services. When these information services are combined and correlated, they provide meaningful insight into the overall operations of the energy trading company. Implementation Flexibility over access and aggregation of information allows CXO Systems to accelerate how busi-ness solutions are built. The CXO Studio developer environment focuses on the needs and chal-lenges of the business user. Working as a team, the business user designs what they want in a report-ing tool. • What data needs to be monitored? • Who owns governance over this information? • Who can access this information? • What type of reporting is required? • How should limits and alerts be set? • How will compliance with regulations and laws be monitored? • What does senior management need to measure operational efficiency? CXO Systems Corporate Performance Management platform allows en-ergy companies to gain an overall picture of their trading operations with-out compromising the existing infrastructure of legacy systems, without compromising the existing internal processes and practices, without pre-venting energy companies from working with future “best of breed” solu-tions. Today’s energy market is highly volatile and demanding. CXO Systems provides technology solutions that are highly flexible and scalable to meet demanding needs.

CXO Systems - Headquarters 3 New England Executive Park Burlington, MA 01803 Phone: 781.697.3108 New York Office 41 East 11 Street, 11th Floor NY, NY 10003 Phone: 212.699.6401 Houston Office 711 Louisiana, 12th Floor Houston, TX 77002 Phone: 603.703.1148 West Coast Office 1290 Oakmead Parkway Sunnyvale, CA 94085 Phone: 408.737.3360

Get the Power of CXO Systems CPM Dashboards

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Corporate Performance Management for Energy