We are a trusted, independent advisor to our clients, enabling them to achieve optimization of their solution utilization, project execution and business processes.
Guiding the energy sector with unparalleled insights and strategic solutions to bolster efficient business processes.
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Services For ETRM Users
Services For ETRM Vendors
Services For SI - System Integrators
We assist clients in optimizing their business processes, enhancing system utilization, and managing upgrades. Our services include complex reporting, UAT readiness, and training, along with best practices to support growth, M&A, and asset or portfolio expansion in the energy trade and risk management space.
Project Advisory Team (PAT) LLC is an innovative ETRM advisory company focused on understanding our clients’ business process and efficiently troubleshooting roadblocks.
PAT works closely with clients, efficiently jumping in and out of projects and equipping clients with the tools to navigate their ETRM system with confidence.
Contact Us
Services
Vendors
- Solution architect review
- Functional review and feedback
- Sales support
- Solution design
- Training services
- Best practices
Energy Clients
- Business Process Optimization
- Solution utilization optimization
- Complex reporting and dashboards
- PM oversight
- Upgrades and implementations
- UAT readiness
- System selection
- Training
- Growth
- M&A, portfolio/asset/commodity expansion
- Best practices
- Cost benefit analysis
SI - System Integrators
- Requirements gathering
- Best practices
- Test design
- Training
- PM oversight
- Documentation
- Project methodologies
- Industry insights
Areas of Expertise
At PAT LLC, our experts have decades of experience in all facets of ETRM. PAT takes a holistic approach to working with our clients to ensure all aspects of our engagements are productive and efficient to make an immediate impact on your business.
ETRM
Trading
Risk
Logistics
Back Office
Reporting
Business Process Optimization
Trading
Physical and Financial
Complex Pricing
Multiple Energy Commodities
OTC / Global Exchanges
Risk
MtM
Position
VaR
Credit
Logistics
Cross Commodity Scheduling
Pipeline Transport Management & Integrations
Shipper Side Supply & Transport Operations
Storage and Inventory Management
Back Office
Settlement and Invoicing
Month End Close
Approval Workflow
AR/AP & ERP Integration
Reporting
C-Suite
Confirms & Invoices
Dashboards
Data Mining & Analytics
PnL, Cash Flow
Business Process Optimization
Graphical Representations of As-Is and To-Be
Target Operating Model
Heat Maps
Optimization Suggestions
Cost Benefit Analysis
Meet Our Team
Founded in 2023 by Kevin Mossop & Karen Lukacs, PAT comprises a small, elite group of industry experts across a wide range of disciplines covering all areas of the energy industry.
Kevin Mossop
25+ Years of Industry Expertise
ETRM Experience:
- Solution Architect
- Client Success
- Business Owner
- Product Strategy
- Engineering: Design, Dev, QA
Karen Lukacs
25+ Years of Industry Expertise
ETRM Experience:
- Executive for Multiple ETRM’s
- Client Success: PMO, PS, C/X
- Business Owner
- Sales, Presales
- Engineering: Design, Dev, QA
Mike Radzvilowicz
25+ Years of Industry & Solution Expertise
ETRM Experience:
- ETRM Developer
- Lead Implementer
- Power & Natural Gas expertise
- Front & mid office expert
- Best practices for solution modeling
- Data warehouse design
- Reporting expert
Andres Trujillo
10+ Years of Industry & Solution Expertise
Consulting Experience:
- Lead consultant for multiple solution implementations
- Business-process expertise on shipper and pipeline operations, and back office
- 50+ operations modeled with best practices
- Extensive cooperation with other solution teams (Product, Dev, QA, Sales)
Justin Lukacs
5+ Years of Business Analyst Expertise
Consulting Experience:
- Research analyst for various new businesses
- TRM focus
- Reporting
- Marketing
- Presentation
- Sales Engineering
Kendra Lukacs
3+ Years of Business Analyst Expertise
ETRM Experience:
- ETRM consulting system integrator
- Project coordinator
- Back office
- Natural Gas operations
- Bachelors in Policy & Masters in Communications
Let's Connect: Your Path to ETRM Excellence Begins Here
Questions or Need Expert Guidance? Reach Out and Let's Optimize Your Energy Trade and Risk Management Together.
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Message From Our Founders
Kevin and Karen have worked in the ETRM space for a combined 50+ years. They have worked with all the major vendors and consultants and saw a need in the marketplace for a different offering:
- Enabling our clients to optimize their ETRM solutions, not just placing resources on long term projects
- Analysis, design and oversight of project delivery for our clients and their partners
- Expert advice on best practices, solution utilization and product/project health checks
- PAT provides value to our clients offering industry and solution experts, transparent communication, and respectfully challenging the status quo
- PAT’s goal is to empower our clients to modify their configuration and reporting to meet their changing business requirements