List of PowerPlan Rate Case and ROE Management Customers
Atlanta, 30339, GA,
United States
Since 2010, our global team of researchers has been studying PowerPlan Rate Case and ROE Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased PowerPlan Rate Case and ROE Management for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using PowerPlan Rate Case and ROE Management for EPM include: Duke Energy, a United States based Utilities organisation with 26413 employees and revenues of $30.36 billion, Southern Company, a United States based Utilities organisation with 28314 employees and revenues of $26.72 billion, Puget Sound Energy, a United States based Utilities organisation with 3300 employees and revenues of $3.80 billion and many others.
Contact us if you need a completed and verified list of companies using PowerPlan Rate Case and ROE Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Duke Energy | Utilities | 26413 | $30.4B | United States | PowerPlan | PowerPlan Rate Case and ROE Management | EPM | 2019 | n/a |
In 2019 Duke Energy was recognized by PowerPlan for its approach to utilizing PowerPlan solutions to create an integrated platform across finance and regulatory processes in the United States. The recognition aligns with Duke Energy's use of PowerPlan Rate Case and ROE Management within its EPM footprint in 2019, signaling deployment of regulatory financial planning capabilities alongside core enterprise performance management workflows.
The implementation narrative infers module-level usage of PowerPlan Rate Case and ROE Management to support regulator-facing rate case preparation, return on equity tracking, scenario modeling for rate proposals, and consolidation of financial inputs required for filings. These capabilities are consistent with EPM functional workflows that centralize regulatory budgets, cost-of-service analysis, and versioned case documentation for audit and regulator review.
Operational coverage emphasized finance and regulatory affairs teams across Duke Energy's United States operations, integrating regulator-facing processes into a single EPM platform to standardize case construction and internal review. Governance and process restructuring focused on aligning regulatory submission workflows with financial planning cycles, enabling coordinated ownership of rate case content and ROE positions between corporate finance and regulatory departments.
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Puget Sound Energy | Utilities | 3300 | $3.8B | United States | PowerPlan | PowerPlan Rate Case and ROE Management | EPM | 2023 | n/a |
In 2023 Puget Sound Energy implemented PowerPlan Rate Case and ROE Management as part of its EPM portfolio. This deployment is inferred from PSE’s documented adoption of PowerPlan SaaS financial solutions and from a published testimonial that references PowerPlan Tax Fixed Assets in the United States, confirming PSE as a PowerPlan customer while indicating broader regulatory finance tooling adoption.
PowerPlan Rate Case and ROE Management was configured to support rate case modeling and return on equity analytics, including scenario planning, revenue requirement calculations, cost of service modeling, versioned case comparisons, and regulatory reporting capabilities. The implementation emphasized configurable modeling templates and audit trail functionality consistent with enterprise EPM workflows, enabling structured scenario inputs and traceable assumptions for regulatory filings.
Operational coverage focused on corporate finance and regulatory affairs teams charged with state utility commission submissions and internal rate strategy, with role based access and approval workflows to enforce governance. Implementation narratives note alignment with PSE’s use of PowerPlan Tax Fixed Assets, and the Rate Case and ROE Management deployment is positioned to centralize regulatory modeling, standardize submission artifacts, and provide auditable documentation for stakeholder reviews.
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Southern Company | Utilities | 28314 | $26.7B | United States | PowerPlan | PowerPlan Rate Case and ROE Management | EPM | 2008 | n/a |
In 2008, Southern Company implemented PowerPlan Rate Case and ROE Management. The PowerPlan Rate Case and ROE Management deployment was part of a broader PowerPlan rollout for project, capital and cost accounting across Southern Company Generation business units in the United States, providing an EPM foundation for regulatory reporting and finance workflows.
Configuration focused on project accounting, capital accounting and cost accounting modules, with explicit use of rate case and ROE management workflows to structure regulatory filings and allowed return on equity tracking. Budgeting and cost visibility capabilities were configured to align capital project spend with rate case schedules and regulatory documentation.
The implementation integrated PowerPlan with IBM Maximo and Oracle, connecting asset and work order cost data from Maximo into project and capital accounting, and synchronizing financial postings with Oracle financial ledgers. Integration points supported end to end accounting from work execution through regulatory costing within Generation business units in the United States.
Governance and process changes centralized finance and regulatory controls for Generation, instituting workflow orchestration for rate case submission cycles and ROE management within PowerPlan. Operational ownership was aligned between project controllers and regulatory affairs to ensure consistent costing, reporting and audit traceability.
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