Utility CFO
Prepare and file rate case testimony
What You Do Today
Build the revenue requirement, prepare cost-of-service studies, file testimony with the public utilities commission, respond to interrogatories, and negotiate settlements with intervenors.
AI That Applies
Rate case AI automates cost-of-service calculations, generates testimony drafts from financial data, and prepares responses to standard interrogatories from prior case databases.
Technologies
How It Works
The system ingests prior case databases as its primary data source. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The output — testimony drafts from financial data — surfaces in the existing workflow where the practitioner can review and act on it.
What Changes
Cost-of-service calculations and standard interrogatory responses are faster. AI identifies inconsistencies in your filing before staff does.
What Stays
You still set rate case strategy, craft the narrative, negotiate with commission staff and intervenors, and make the judgment calls about which costs to include in the test year.
What To Do Next
This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.
Establish Your Baseline
Know where you are before you move
Before adopting AI tools for prepare and file rate case testimony, understand your current state.
Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.
Define Your Measures
What to track and how to calculate it
Time per cycle
How to calculate
Measure how long prepare and file rate case testimony takes end-to-end today, then after AI adoption.
Why it matters
The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.
Quality of output
How to calculate
Track error rates, rework frequency, or stakeholder satisfaction scores before and after.
Why it matters
Speed without quality is just faster mistakes. Measure both.
Start These Conversations
Who to talk to and what to ask
your CFO or VP Finance
“What data do we already have that could improve how we handle prepare and file rate case testimony?”
They're prioritizing which finance processes to automate first
your ERP or finance systems admin
“Who on our team has the deepest experience with prepare and file rate case testimony, and what tools are they already using?”
They know what automation capabilities exist in your current stack
your FP&A counterpart at a peer company
“If we brought in AI tools for prepare and file rate case testimony, what would we measure before and after to know it actually helped?”
They can share what worked and what didn't in their AI rollout
Check Your Prerequisites
Confirm readiness before you invest
Check items as you confirm them.