The Witness or Subject Matter Expert creates testimony documents. Document creators can control access to data at the document or section level.
Witness or Subject Matter Experts from regulatory, finance, legal, and accounting collaborate on testimony documents including the Direct, Rebuttal and Surrebuttal process. Multiple teams across locations can work on the same testimony document, on the same version, at the same time.
Link biographical information, docket numbers, and key financial figures across all rate case documents. One source linking enables instant updating across charts, tables, narratives to ensure consistency and accuracy.
Assign and Attach
Intervenors submit data requests to Discovery Team for processing. With Supporting Document Management , the Discovery team can assign data requests – then monitor the request status. Data providers keep attachments with specific documents, thus all documents and supporting data are managed and accessed in the same system.
Review and Comment
Witness team sends documents for review and certification to Witnesses, RBP's, Legal, and Subject Matter Experts. Comments automatically aggregate in a single document. Track changes and blacklines provide customized control and review.
Roll Forward rate case documents maintaining links and data integrity creating a repeatable sustainable process.