Battery Energy Storage System (BESS) Viability Assessment for Major IPP

Challenge: A major independent power producer (IPP) wanted to assess the viability of adding battery energy storage systems (BESS) at its thermal sites and needed clarity on the most promising opportunities.

Approach: Conducted a portfolio-wide screening, analyzing technical and financial factors with an emphasis on leveraging existing interconnection rights. Evaluated market dynamics, tested financial hypotheses, and flagged major risks to rank projects by potential.

Result: The client received a clear prioritization of sites, including a shortlist to proceed to detailed financial modeling and engineering. This allowed them to focus resources on the strongest opportunities and avoid costly missteps, accelerating progress toward BESS deployment.

Challenge: A $5B regulated utility aimed to expand into the fast-growing data center segment but lacked a cohesive go-to-market (GTM) strategy and a structured way to design and market new energy products to hyperscale and colocation customers.

Approach: Developed an integrated GTM and product development framework to help the utility define, package, and commercialize energy solutions. Conducted market research to assess customer needs, decision criteria, and competitive positioning, and streamlined the customer journey to simplify engagement and accelerate energization timelines.

Result: Delivered a scalable roadmap that positioned the utility as a proactive energy partner. The strategy clarified market messaging, helping customers understand how much capacity they would receive and when, while also enabling faster product rollout and stronger customer trust.

Challenge: Private equity firms required fast, actionable commercial insights to evaluate target companies across a range of industries. Each diligence effort demanded clear validation of market opportunity, competitive positioning, and growth prospects—often with limited data and compressed timelines.  

Approach: Executed 10+ commercial due diligence projects, including TAM/SAM modeling, customer segmentation, competitive analysis, and expert interviews. Conducted secondary research and synthesized findings to assess market dynamics, go-to-market strategies, and potential risks to the investment thesis.  

Result: Supported private equity clients in making confident investment decisions by providing structured, insight-driven assessments. The work enabled stronger valuation models, clearer strategic direction, and more effective integration planning.

Challenge: A global technology services company needed to determine how best to invest in GenAI solutions to improve internal operations and boost efficiency.

Approach: Conducted an AI/automation maturity assessment to evaluate existing capabilities and identify operational gaps. Engaged cross-functional stakeholders to uncover key challenges and define high-impact use cases. Developed a phased GenAI roadmap prioritizing initiatives across T&E, HR, and IT, balancing near-term wins with long-term transformation goals.

Result: Delivered a structured roadmap that enabled rapid implementation of GenAI solutions. The strategy produced early wins in automated support and predictive analytics, laying the foundation for broader operational improvements.

Challenge: A $7B engineering, procurement, and construction (EPC) firm sought to expand into the rapidly growing data center market but lacked a clear strategy for market entry, competitive positioning, and customer acquisition.

Approach: Developed a comprehensive growth strategy to define how the firm could scale its EPC service offerings for hyperscale and colocation clients. Conducted market segmentation to identify priority geographies and customer segments, analyzed competitors, and refined service offerings to align with data center developer needs. Mapped the end-to-end customer journey to uncover conversion bottlenecks and design a more effective go-to-market approach.

Result: Delivered a data-driven market entry roadmap that optimized pursuit focus and enhanced customer engagement. The strategy enabled the firm to prioritize high-potential markets, tailor offerings to client demand, and accelerate data center market penetration.

Challenge: A major electric utility sought to improve how it managed the interconnection of large loads such as data centers. The existing process lacked consistent data collection, clear performance metrics, and alignment between customer facing teams and leadership creating delays and uncertainty in forecasting which projects would move forward.

Approach: Redesigned the large load interconnection process by streamlining data intake and analysis, defining key performance indicators, and facilitating alignment between technical, planning, and customer engagement teams. Developed frameworks to assess project maturity and likelihood of materialization, enabling more informed decision-making.

Result: The utility gained a transparent and data-driven process for evaluating large-load interconnection requests. Leadership could more accurately forecast project realization, while customers benefited from a clearer, more consistent experience enhancing both efficiency and strategic planning.

Challenge: A regional Independent System Operator (ISO) launched a critical initiative to upgrade its wholesale energy market management system—an essential platform for market operations, settlement processes, and compliance. The effort required a cohesive strategy, structured governance, and alignment across internal teams and external stakeholders.

Approach: Stood up a centralized Program Management Office (PMO) to coordinate the multi-year effort. Defined and structured workstreams spanning market operations, IT, regulatory, and stakeholder engagement. Developed integrated project plans and facilitated strategic decision-making through executive steering committees, ensuring the initiative stayed aligned with organizational goals and market timelines.

Result: Provided the ISO with a strong strategic and operational foundation to execute a complex system upgrade. The PMO structure, planning rigor, and executive alignment helped mitigate risk, streamline execution, and position the organization for long-term success in market administration and compliance.

Challenge: A large electric utility sought to modernize its infrastructure by converting approximately 1 million streetlights across multiple jurisdictions to smart LED systems. The initiative required alignment across diverse internal stakeholders and regulatory bodies, with the goal of enhancing energy efficiency, operational performance, and customer value.

Approach: Managed a cross-functional strategy effort involving regulatory, operations, engineering, and customer teams. Conducted primary and secondary market research to understand customer needs, define the smart streetlight product offering, and build a robust business case. Facilitated stakeholder buy-in through structured engagement and alignment processes.

Result: Delivered a utility-wide smart streetlight strategy that served as the foundation for investment planning, regulatory filings, and execution. The work positioned the utility to achieve significant cost savings and improved service delivery, while opening new opportunities for customer-focused innovation.

Challenge: A pharmaceutical company needed to assess the market potential of a key product amid evolving regulations and increased competition. The goal was to build a data-driven strategy to guide investment decisions and uncover new opportunities.

Approach: Conducted in-depth market analysis, including patient demographics, treatment adoption trends, and competitor benchmarking. Validated assumptions through stakeholder engagement and developed a dynamic market potential model that accounted for regulatory shifts and multiple adoption scenarios.

Result: Delivered a comprehensive market potential assessment that shaped the company’s GTM and investment strategy. The insights enabled the client to prioritize high-value customer segments and identify a new $1B market opportunity.

Challenge: A large electric utility sought to upgrade its smart meter infrastructure, impacting approximately 1.2 million customers. The goal was to enhance operational efficiency, improve data accuracy, and deliver a better customer experience—while managing organizational complexity and legacy system dependencies.

Approach: Led the development of a multi-year integration roadmap to guide deployment, business readiness, and stakeholder coordination. Facilitated cross-functional workshops to redesign key business processes across metering, billing, IT, and customer service, ensuring alignment with the new system capabilities. Supported change management efforts to prepare teams for the operational transition.

Result: Delivered a clear strategic path for system integration, enabling the utility to streamline internal operations and elevate customer engagement. The roadmap and process redesigns laid the foundation for a successful rollout, improved data utilization, and long-term efficiency gains across the enterprise.