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Solutions

Utilities and energy operators

Licence returns, audits
and board packs from one evidence base.

For the regulatory affairs team at an electricity, water or gas operator: the return, the register and the regulator's question from one evidence base, without pulling engineers off the network.

Real product, synthetic files, no soundHelsinki footage · Rasmus Almqvist and Efrem Efre, Pexels

Forty seconds of the product

Files land, a question is answered, a variance is drilled and the board pack is filed for approval.

The running product over the synthetic operator's files: the upload and the Data Room index, a Knowledge Desk question with its citations, and the CFO Desk variance drill ending in the approval queue.

The Data Room inventory: contract, agreement, statement, register and roster files as rows, each with a domain, a sensitivity tier, the Desks it is suggested for and a Routed or Needs review status.

Data Room · inventory · Real screen, synthetic files · Swipe to pan the screen

The evidence base

The files you already hold, classified, with their route and their review flag.

The Data Room indexes the documents, spreadsheets and exports your teams already keep. Each row carries its domain, its sensitivity tier and whether it was routed to a Desk or held for review.

What the regulator can check

Three things a regulator can check for themselves.

Every answer names its source.

The document, the page and the passage. A citation the checker cannot verify is flagged on the answer, never hidden.

Every read is permitted, and logged.

A member sees only what they may see, in every answer and every run. The audit log shows who asked, and when.

Every export carries its sources.

A workflow run records every document it read and holds for approval. The return leaves with its sources on record.

Today

The return is assembled by hand, every time.

One evidence base, and the return is built from it.

  1. By hand

    Preparation by hand

    With iQ Pulse

    Audit-ready by workflow

    The audit checklist runs over the sources you select, records them, and holds for approval before export.

  2. By hand

    Scattered knowledge

    With iQ Pulse

    Board packs with lineage

    The figure in the board summary traces to the row that produced it.

  3. By hand

    Answers that depend on who was asked

    With iQ Pulse

    Cited answers

    The document, the page and the passage behind every answer. An unverifiable citation is flagged, never hidden.

The workflows

Three workflows, from the licence to the board pack.

Shipped workflows, run over the documents you choose, with an approval step before export.

Extract obligations

Over licence conditions and regulations, with every source the run used on record.

Compliance Desk

Prepare audit checklist

Over the sources you select, with an approval gate before export.

Compliance Desk

Create board summary

Over the month's financials you select, held for approval; the variance drilled to its department and the board pack are the CFO Desk's own.

CFO Desk
A Knowledge Desk answer under the last line of its question: two licence conditions that require a report or return, each followed by a numbered source, and the answer's Sources list naming the licence document and its page.

Knowledge Desk · answer with citations · Real screen, synthetic files · Swipe to pan the screen

The answer

The question the auditor asked, answered with the clause behind it.

Ask across the licence, the filings and the registers. Each answer cites the document and the page it came from, and says so when it cannot.

Every return, every office

Licence compliance reportingTariff and rate filingsIncident and outage reportingBoard packsSupplier and procurement reviewsRegulatory changeAsset and maintenance recordsAudit evidence

Before procurement asks

The four questions a utilities purchase turns on.

Where is our data hosted, and can it stay in our jurisdiction?
Region-pinned storage for Enterprise customers is on the roadmap and not yet shipped. Ask where your data is hosted before you sign and we will answer in writing.
Can it run on our own infrastructure?
Enterprise plans can run in your own cloud or on-premise, by arrangement. Every other plan runs on the hosted service.
Does it connect to our document system?
Uploads on every plan. Google Drive from Starter, S3 and Google Drive on Pro, SharePoint and Confluence on Enterprise. The CFO Desk's accounting connectors come with Pro and Enterprise.
What does procurement get?
Security questionnaires, penetration test reports, SOC 2 documentation and other security artefacts on request, from one address. GDPR and CCPA compliant, ISO 27001 aligned, SOC 2 Type II in progress.

Next step

Answer the regulator
with the evidence attached.

Bring a licence condition and the question the auditor asked. We will show you the answer, its evidence and the approved export it becomes.

Security

GDPR and CCPA compliant, ISO 27001 aligned, SOC 2 Type II in progress. Encrypted at rest and in transit. Your data never trains a model.

Security page