Product Overview
The rapid growth in renewable asset portfolios in operation has exacerbated challenges in compliance, reporting, and financial performance management. Manual processes and desktop tracking tools like Excel are inefficient and may inhibit your ability to the aggregate, store, and share real-time information. Without a better process for maintaining data visibility, access, and control, you can potentially lose revenue and incur added costs. Further, your current approach provides no path for scaling your asset management process.
- A cloud solution for automating your complete asset management process
- Designed specifically for asset owners and operators
- Cost-effective and simple to deploy, use, and maintain
- Easy to integrate with ERP and monitoring systems so that all relevant data can be viewed in a single location
- Deployed as a standalone solution or as part of the Mercatus Investment Lifecycle Management (ILM) platform
Key Business Drivers and Solution Capabilities
Compliance with Financial and Contractual Obligations
Consistently meet contractual obligations and avoid penalties associated with inadequate reporting and payment delinquency.
Early Detection of Underperforming Assets
Quickly spot and take corrective actions that save time and money with up-to-date data on forecasted and actual performance.
Improved Forecasting and Investor Performance
Consistently meet contractual obligations and avoid penalties associated with inadequate reporting and payment delinquency.
Efficient and Accurate Stakeholder Reporting
Generate reports instantly and accurately by automating your resource intensive process of manual data collection, aggregation, and report distribution.
The Mercatus Asset Management Advantage
Mercatus ILM Solution Overview
No other asset management software is seamlessly integrated with an end-to-end ILM system designed to digitally transform how energy producers do business.
This is manifested in the unique ability for data and documents to flow bi-directionally between upstream business functions — such as project origination and development, engineering and construction, and financial stakeholders — and downstream asset owners and operators.
The result is a fully digitized and streamlined asset development and management process.
Watch a Quick Webinar on Asset Management
Key Capabilities and Features
Portfolio Analysis – Analyze asset and portfolio returns against actual and forecasted amounts
- Track and compare actuals vs forecasts for asset and portfolio financials, such as revenue, OpEx, and cashflows
- Run financial scenarios on each asset or on a portfolio to assess risks and opportunities
- Analyze performance trends based on any criteria, such as fund, region or technology type
Forecasting – Ensure accurate forecasting to set investor expectations
- Forecast asset returns and cashflows based on multiple forecast models
- Centrally manage your Excel forecast models and systematically apply them to assets and portfolios
- Run financial scenarios to determine most accurate forecast options
- Easily reforecast all assets when models or scenarios change
Compliance Management – Stay on top of all your contractual obligations
- Manage detailed commitment logs with assignees and deadlines
- Send automatic notifications to commitment assignees and approvers
- Track documented proof of task completion for audit purposes
- Filter commitment list by key criteria, such as due date, assignee or priority
- View Gant Chart of commitments and tasks
Asset and Portfolio Data Management – Establish a single version of truth for all asset data
- Perform trend analysis on financial and performance data
- View asset performance by region, technology or fund
- Configure custom user dashboards
- Export dashboard views into PDF
Document Management – Manage all of your documents in one place
- Centralize all documents in a single repository
- Utilize version and permission controls
- Track key terms and document metadata
- Create an audit trail by linking documents to tasks and data within the system
Reporting – Proactively share status and keep stakeholders informed
- Customize asset and portfolio reporting to meet unique needs of investors and stakeholders
- Automatically generate monthly operating reports using configurable templates
- Schedule reports to be automatically emailed to managers, investors or other stakeholders
- Generate reports in Word, PDF, Excel, XML or PPT formats
Portfolio Dashboards – View, monitor and analyze the health of individual assets and portfolios
- Perform trend analysis on financial and performance data
- View asset performance by region, technology or fund
- Configure custom user dashboards
- Export dashboard views into PDF
Mercatus Asset Management in Action
Snapshot of Asset Information
View documents, commitments, investor information and data at a glance.
Configurable Dashboards
Create custom data views of each asset, and filter based on custom criterion
Advanced Reporting
Create and send custom scheduled or ad hoc reports to internal users and investors.
