Keep the plan alive after the first report.
We refresh the energy data, track each project against the costed plan, flag anomalies, update the assumptions, and measure realised return against the baseline. The plan stays decision-useful instead of ageing on a shelf.
Where you are
A Portfolio Plan already exists, but the underlying data is changing, projects are landing, and nothing is keeping the plan honest in between reviews.
The decision in front of you
How do we keep the plan alive after the first report, and prove the return on each project as it completes?
Why the usual routes do not get you there
- An annual consultant refresh costs almost as much as the original engagement.
- Manual spreadsheet updates tend to be abandoned by the second quarter.
- Meter dashboards show consumption without tracking plan delivery, anomalies, or movement in the baseline.
- Static reports age quickly, and once they do, nobody can say with confidence whether the plan is still accurate.
What we do instead
We refresh the energy data as it changes, track project progress against the costed plan, flag any anomalies above the model prediction, update the assumptions, and measure realised return on each measure against the baseline.
What lands on your desk
- A live view of portfolio performance against the plan
- Anomaly flags per site, with a stated confidence
- A project tracker linked to the costed measures
- Realised savings reconciled to the baseline
- An updated forward plan as the data and projects evolve
Why it holds up under scrutiny
Every refresh is traceable and the baselines are versioned. Realised performance is compared like-for-like against the documented assumption set, so the question of whether the plan delivered has an answer with a confidence level on it rather than an opinion attached to it.
Ready to test this with your portfolio?
Request access now and upload your addresses to see a complete portfolio plan.