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Department of Energy Metrics and Benefits Reporting

Established DOE-aligned performance reporting processes supporting $350 million in smart grid capital projects

Developed and implemented an integrated EVM framework, enabling the utility to measure and manage project performance effectively

Enhanced internal client capabilities through training, tools, and documentation, supporting independent and sustained compliance

Challenge

A large northeastern utility needed to comply with complex metrics and benefits reporting requirements for approximately $350 million in U.S. Department of Energy (DOE)-funded capital projects designed to enhance smart grid capabilities across its electric distribution system. ScottMadden was engaged to help the utility develop and implement compliant reporting processes—including Earned Value Management (EVM)requirements—to effectively track performance, demonstrate benefits, and ensure alignment with DOE expectations.

Process

  • Worked with the DOE to develop a methodological approach for measuring progress of smart grid deployment
  • Established a standardized monthly performance reporting process for the client, documenting end-to-end procedures for data collection, quality assurance, and deliverable development and designing executive-level reports to track project progress and budget-to-actual variances
  • Developed and implemented an EVM framework for the client, including training materials and a spreadsheet-based metrics tool, integrated with the client’s project management system to strengthen analytical capability and consistency in performance measurement

Result

  • Successfully enabled the client to monitor investments, infrastructure assets, policies, workforce impacts, and innovation outcomes, ensuring timely and accurate submission of quarterly and semi-annual performance metrics to the DOE
  • Enhanced project performance management through EVM integration, developing monthly metrics and reports for DOE, conducting re-baselining analyses to better align cash flows with project plans, and building internal client capability to independently manage ongoing reporting activities

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