Automating Fuel Forecasting: Turning Data Chaos into Operational Confidence
Reduced Risk of Human Error
Automated data validation minimized discrepancies and manual overrides
Faster Forecasting Cycles
Analysts spent less time collecting data and more time analyzing it
Improved Responsiveness
The team could react to shifting market or operational conditions with greater speed
Enhanced Regulatory Confidence
Auditable, traceable forecasts ensured smoother stakeholder approvals

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Why Fuel Forecasting Must Evolve

In an era of rising energy costs, increasing demand variability, and regulatory scrutiny, utilities face mounting pressures to forecast fuel usage with precision. Fuel forecasting in this sector is one of the most critical yet complex planning functions. For power generators, especially those spanning multiple jurisdictions, the complexity is staggering. Yet, many still rely on legacy tools and siloed data systems that leave room for error and inefficiency.

This reality became increasingly unsustainable for a prominent energy utility group operating across several U.S. states. Managing diverse fuel types like natural gas, coal and renewable sources across multiple plants and regulatory environments, the utility’s fuels forecasting team found themselves spending more time collecting and cleaning data than analyzing it. Manual processes threatened their ability to operate reliably, efficiently, and to remain compliant. Despite this team’s positive record of forecast accuracy, they identified the risk of growing manual complexity and understood the need to evolve.

They also recognized a broader truth: without automation, the weight of managing raw fragmented data, from ingestion to validation, can overwhelm even the most experienced teams. By removing the “burden of data,” automation enables teams to focus more of their valuable time on what truly matters: responding faster, optimizing decisions, and aligning operations with strategic goals.

With the mounting complexities and a desire to modernize forecasting operations, the utility partnered with Aligned Automation to achieve their forecasting goals, to begin automating everything from data ingestion to regulatory reporting, and in the process, turning a risk-heavy process into a strategic advantage.

The Challenge: Legacy Systems and High-Stakes Planning

Like many utility groups, this utility had grown through multiple acquisitions, eventually operating across four US states. But with that growth came complexity. Each acquired utility brought its own fuel planning systems, processes, and spreadsheets that resulted in a patchwork approach to fuel forecasting.

Key challenges included:

  • Outdated tools: Forecasts were built and maintained on legacy spreadsheets which required continual quality monitoring as data sources changed over decades.
  • Manual Workflows: Critical input such as meter data, maintenance schedules, and fuel contracts were collected via email, often manually entered and amalgamated.
  • Regulatory Pressures: Forecasts had to be presented to utility commissions well in advance and justified compared to actual performance, leaving little room for error.

These weren’t signs of failure. In fact, they reflected the incredible work their teams were doing under intense pressure with very limited tools. But the cost of manual, error-prone processes in such a high stakes environment was mounting, leaving less time for the important and complex analytics the team needed to accomplish.

Why it matters: Complexity, Accountability, and Opportunity

Fuel forecasting isn’t simply about getting the numbers right. It’s about:

  • Ensuring energy reliability and stable pricing across millions of homes, businesses and states.
  • Maintaining compliance with regulatory bodies who expect transparency and accuracy.
  • Responding quickly to shifts in demand, plant functionality, extreme weather, and market volatility.

With increased scrutiny of energy prices and sustainability, utilities must be able to plan and pivot with precision. The ability to automate data flows, standardize inputs, and enable real-time insight is no longer a competitive advantage, but it is a baseline requirement.

Crucially, this shift does not remove the human element. In fact, planners and analysts have been overburdened for too long, they are juggling critical responsibilities with limited support and outdated tools. Automation alleviates this burden, not by replacing expertise, but by redirecting it towards more meaningful tasks like scenario planning, regulatory engagement, risk management, and strategic forecasting.  The human remains firmly in the loop, but now empowered to lead, not just manage.  Today, the opportunity to improve forecast performance through AI has never been greater, but many teams are stuck managing fragmented, low-quality data instead of leveraging these advances. Beyond accuracy, the system enables teams to identify the underlying drivers behind changing forecasts, empowering better decisions, not just better reports.

The Solution: Automating for Accuracy and Agility

The utility partnered with us to lead a seven-month transformation focused on one clear goal: take fuel forecasting from spreadsheet-based burden to a reliable, automated, data driven engine for decision-making.

  1. Data Standardization and Integration
    The first step was eliminating manual handoffs. Through API-based integration, the utility began pulling data directly from:
    • Metering systems (historical loads)
    • Fuel contracts (existing and future)
    • Power plant teams (maintenance and efficiency data)
    • Market modeling tools  
    • Regional ISOs (ISO capacity and demand forecasts)

Inputs that once trickled in through email chains were now centralized and validated, creating a single source of truth for forecasting models. This shift enabled centralized validation and established a single source of truth for forecasting models.

  1. Automated Data Transformation and Business Logic
    With raw inputs standardized and integrated, the next focus was automating the transformation logic, previously handled manually in spreadsheets. This was the heart of the system: a robust processing engine that applied business rules to cleanse, calculate, and reshape the data into forecast-ready outputs.

    Key deliverables included:
    • Applying custom calculations to reflect fuel blending, contract prioritization, and maintenance impacts
    • Automatically handling exceptions and outliers based on predefined logic
    • Structuring outputs in formats directly consumable with confidence by numerous downstream tools

This layer significantly reduced errors, ensured consistency, and enabled real-time adaptability to planning inputs.

  1. Model Enablement and Automation
    The core modeling platform remained central to operations- but its effectiveness had been limited by inconsistent inputs. We worked to ensure that all data fed into model was standardized, formatted, and error-checked through automation. This drastically reduced the time analysts spent troubleshooting or second-guessing results.
  2. Custom Web Application with Embedded Dashboards
    What appeared on the surface as a dashboard was, in reality, a custom-built web application designed to manage the full data lifecycle. This application automated the input data extraction and ingestion process, applied transformation logic based on business rules, and prepared outputs for direct consumption by the core modeling engine.

    The embedded dashboard provided teams with real-time visibility into:
  • Data submission status by department
  • Forecast performance (vs. actuals)
  • Flags for missing or delayed inputs
  • User-configurable forecast parameters via an interactive interface
  • Flexible input adjustment through a guided UI
  • Visual analytics spanning Fuel Recovery, Market Price Forecasts (LMP), Fuel Prices, and other key metrics

By replacing spreadsheet chains with a centralized application, teams could now collaborate dynamically through a shared interface that both informed and empowered decision-making.

  1. Regulatory/ Stakeholder Reporting Automation
    Preparing reports for internal leadership and regulatory commissions had been a time-consuming, high-risk activity. We helped automate the generation of monthly and annual reports - drawing directly from the centralized data repository. Reports that took days to prepare could now be generated in minutes. The reporting automation also supported structured monthly forecast reviews, against actuals, turning raw data into actionable insights using custom-built visualizations aligned with their internal review process. By digitizing the monthly forecasting process, the team could support their beginning-of-month planning and executive reviews with up-to-date, validated insights.

The Impact: From Reactive to Strategic

The transformation delivered meaningful improvements across multiple dimensions:

Respecting the Work, Enabling the Future

This transformation wasn’t about replacing people, it was about respecting the deep expertise within the utility and equipping teams the tools to do their jobs more effectively. At every step, automation was designed around the real-world workflows of analysts, engineers, and regulators.

Driving this change were internal technology champions, individuals who understood both the complexity of the work and the potential automation could unlock. Among them was a visionary leader who brought Aligned Automation into the conversation. By championing a smarter, more connected approach to forecasting, this stakeholder helped move the organization from concept to pilot, ensuring the solution was grounded in operational reality, not theoretical promise. Their leadership bridged strategy and execution, laying the groundwork for a scalable, sustainable transformation.

The challenge was never a lack of capability; it was a matter of bandwidth. With the right tools in place, the same professionals can now lead with agility. They are still deeply involved, but their attention focused on where it matters most: identifying trends, exploring scenarios, and guiding strategic outcomes.

Rather than disrupt or override their processes, the solution elevated their work, removing friction and allowing more time for proactive planning, innovation, and collaboration.

Why this Matters Beyond One Utility

While this case centers on a single utility group, the pattern is universal. Across the industry, utilities are grappling with similar challenges:

These issues aren’t unique, and they’re not going away. In an environment of rising scrutiny and increasing volatility, the ability to produce fast, accurate, and transparent forecasts is no longer optional. Yet most teams still spend most of their time chasing inputs, resolving discrepancies, and reconciling reports across disconnected systems.

So What?

What if your analysts could focus entirely on what they do best: evaluating scenarios, identifying risks, and shaping strategic decisions, instead of managing data bottlenecks?

That is the promise of a purpose-built, automation-enabled forecasting solution tailored to your operating environment. By reducing manual burden and integrating siloed systems, we help utilities redirect talent toward forward-looking work. The result is not just operational efficiency, but smarter planning, faster responsiveness, and stronger regulatory alignment.

Looking Ahead: What’s Possible Now

With foundational automation in place, this utility group is already exploring what comes next:

  • Advanced forecasting using machine learning models
  • Scenario planning under different regulatory or weather conditions
  • Expanded automation into adjacent teams like operations and supply chain
  • Through near-real-time forecast vs. actual monitoring, ability to pivot faster toward desired results.

The utility is also evaluating machine learning models to enhance forecast precision by learning from historical deviations, weather conditions, and real-time grid behavior. Looking further ahead, generative AI could assist in drafting stakeholder reports, simulating regulatory scenarios, or suggesting optimal contract strategies.

The journey doesn’t end with digitization - it begins there. By investing in smart infrastructure today, utilities set themselves up to be more adaptive, resilient, and forward-looking tomorrow.

Let’s talk about unlocking the full potential of your planning reams.

Whether you are just starting your automation journey or looking to expand it, we will meet you where you are. Discover how connected systems and intelligent automation can help your utility forecast with clarity, act with confidence, and lead with resilience.

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