A global energy storage company with a market cap of more than $2 billion needed a massive overhaul of its quoting and project financial management processes. Deploying large-scale battery storage systems around the world, the company’s projects are technically complex, financial significant, and built on a custom configuration, requiring a sales and quoting process that is anything but routine.
Putting together a quote meant starting in Excel, pulling data from Salesforce, manually checking the configuration against internal compliance standards, and revising whenever something missed the mark. That process took eight days to build the quote, and another seven for compliance review, with non-compliant quotes resetting the clock entirely.
On the project financial management side, Oracle, Primavera, SAP, and internal systems each held pieces of the financial picture, but there was no unified view. Project Financial Managers (PFMs) were manually pulling commitments and actuals into Excel every month, validating Estimate at Completion submissions by hand, and building journal entries from data scattered across platforms. It was slow, error-prone, and nearly impossible to audit cleanly.
The data needed to solve both problems already existed—spread across Oracle, Primavera, SAP, and Salesforce. It just wasn’t connected, and it certainly wasn’t working. What was missing was the expertise to architect how AI could activate it: where to apply it, how to integrate it across systems that weren’t built to talk to each other, and how to build something that would hold up at enterprise scale. That’s what Riveron was engaged to do.
