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Utility Planner

Supporting rate case and regulatory proceedings

Enhances◐ 1–3 years

What You Do Today

Provide technical testimony and analysis for rate cases. Justify capital investments, explain planning methodologies, and respond to intervenor challenges.

AI That Applies

AI generates supporting analysis rapidly, models rate impacts of different investment scenarios, and prepares discovery responses from document databases.

Technologies

rate case management toolscost-benefit analysisdiscovery response systems

How It Works

The system ingests document 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 — supporting analysis rapidly — surfaces in the existing workflow where the practitioner can review and act on it.

What Changes

Discovery responses are faster with AI searching document databases. Rate impact modeling is instant for proposed plan modifications.

What Stays

Expert testimony and cross-examination require deep knowledge and poise under pressure. You defend your analysis personally in regulatory proceedings.

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.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for supporting rate case and regulatory proceedings, understand your current state.

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Map your current process: Document how supporting rate case and regulatory proceedings works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
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Identify the judgment points: Expert testimony and cross-examination require deep knowledge and poise under pressure. These are the boundaries AI won't cross.
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Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support rate case management tools tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long supporting rate case and regulatory proceedings 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.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your VP Operations or COO

“Which compliance checks are we doing manually that could be continuous and automated?”

They're prioritizing which operational processes to automate

your process improvement or lean lead

“How would our regulator react to AI-assisted compliance monitoring — have we asked?”

They understand the workflow dependencies that AI tools need to respect

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.

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