VERTEX

Contract Management

EnergyEssentials offers the powerful VERTEX Contract Manager, a comprehensive enterprise software designed specifically for Energy Retailers. Our solution enables seamless business operations and allows retailers to prioritize their clients. With VERTEX Contract Manager, all contracts with customers are securely stored and meticulously monitored.

1.

Contract level

Several tabs with detailed contract information
All relevant information can be stored and linked per contract, such as customer properties, purchase and production profile, price agreements and other contract conditions (such as bandwidth).

The price structure can be accurately displayed per product / period, down to the product element

2.

Deals & Orders

All deals that are linked to a contract (in the sales and hedge books) are displayed in one overview.

3.

Performance monitoring

For each contract, the realization of actual delivery costs can be monitored during the contract phase. The realization of those actual delivery costs is calculated per product element and presented both graphically and in table form.

The comparison of the delivery costs during the contract period is done on three levels:

Quotation / contract phase
During delivery phase (any time)
After delivery (contract end)

4.

Time series

All relevant time series associated with a contract or group of contracts can be displayed and exported. For example:

price forward curves
offer forecast
update forecast or
actuals (allocation data)

The source data / origin of the displayed time series can be individually consulted from the list of linked source data.

5.

Batches (groups of customers)

In addition to individual contracts, purchasing batches (eg for retail campaigns) can also be entered.

Per batch you can zoom in on the status of the batch.

For example, the expected offtake profile vs. purchased energy can be viewed per month, and the growth of the number of connections in the campaign can be followed.

6.

Strategy products (index contracts)

VERTEX also supports strategy products, or so-called Index products. This allows customers to buy a part of their contract volume on a day-to-day basis over a certain period of time, thereby ensuring a market average supply price.

A Strategy product purchases a part of the contract volume (weight) during a period (x), (y) months before the delivery period (z)

A contract have more than one Strategy produc.

7.1

Reporting

In addition to individual contracts, purchasing batches (eg for retail campaigns) can also be entered.

Per batch you can zoom in on the status of the batch.

For example, the expected offtake profile vs. purchased energy can be viewed per month, and the growth of the number of connections in the campaign can be followed.