01Overview

Titanium + TMS: Gap Analysis & Path to Utility Market Growth

A US regulated-utility capability assessment for ESG Global's growth strategy.

Titanium + TMS is a customer-to-cash and retail-market transaction platform — not a full regulated-utility operating platform. The strategic question is what it will take — build, buy, partner, or focus — to win US regulated-utility business.

02Our Understanding

What we believe is true today — and what still needs to be validated.

Our starting point is that Titanium and TMS are strong in their core domains, but several capability gaps matter in the US regulated-utility market. The sections below set out what we believe about product strengths, capability gaps, billing depth, and the competitive landscape — each of which the assessment will confirm, refine, or challenge.

Product Anchor

Where Titanium and TMS lead today

Core strengths that define the current product footprint.

Titanium

Core Strength

Customer-to-Cash

Customer & account management
Pricing
Billing
Invoicing

TMS

Core Strength

Retail Market Transactions

Transaction lifecycle
Validation
Exception management
Market portal
EDI / API

Note: Meter data management, field service, assets, and outage operations are not covered by either platform today.

Gap Priority Matrix

Capability gaps against a regulated-utility baseline

Capability domains scored two ways: what the platforms cover today, and how much each gap costs ESG in regulated-utility pursuits.

Gap Area

Capability domain in a regulated-utility reference model.

Current Coverage

What Titanium + TMS does today — Absent, Partial, or Core — with our evidence basis.

Severity to Utility Buyers

How much the gap reduces ESG's ability to win regulated-utility deals.

Gap Area

Current Coverage

Severity to Utility Buyers

Field Service / Mobile Workforce
Coverage · AbsentConfirmed
Very High
Asset & Work Management
Coverage · AbsentConfirmed
Very High
Outage Management — Operations
Coverage · AbsentConfirmed
Very High
Outage Management — Customer Comms
Coverage · PartialConfirmed
Moderate
Enterprise MDM
Coverage · PartialConfirmed
High
DER & Demand Response
Coverage · PartialTo be validated
High
Regulated Billing Depth
Coverage · CoreTo be validated
Moderate–High

Very HighHigh / Moderate–HighModerateConfirmed = evidenced today · To be validated = confirmed in the code scan

Customer Billing

What we're validating

ESG's top stated concern — the depth of regulated billing capability.

Multi-commodity billingTime-of-use & demand ratesRiders & surchargesBudget billingNet metering & community solarRegulatory moratoria & low-income programsJurisdiction-specific collections rules

Early findings suggest this may be a documentation gap rather than a platform limitation — the code scan will confirm.

Competitive Landscape

ESG leads on depth of transaction; competitors lead on breadth

High-level view of where the platform wins and where the market wins.

Where ESG Wins

Titanium + TMS

Retail-market transaction lifecycle
EDI / API connectivity
Exception management

Where Competitors Win

Oracle · SAP · Gentrack · Vertex · Vertex1 · Itineris

Meter data
Field service
Assets & work management
Outage management
Grid operations

03Core Objectives

Four objectives to unlock the opportunity.

Each objective builds on the one before it — market context first, platform ground truth second, paths to pursue third, target state last.

01 / 04

Establish the market and competitive baseline

Frame US market attractiveness, the regulated-utility bar, and who ESG is competing against.

02 / 04

Ground-truth the platform and rank the gaps

Confirm what Titanium + TMS actually does today, then score the gaps that matter most to utility buyers.

03 / 04

Size the opportunity and test paths to pursue

Quantify the addressable opportunity and weigh build, buy, partner, and focus routes to close gaps.

04 / 04

Define the target state and roadmap

Synthesize the assessment into a clear target capability set and a preliminary product roadmap.

04Platform Market Assessment

Six focus areas pressure-test where Titanium + TMS should compete — and how to win.

We combine an outside-in market view, an inside-out product view, and a technical deep-dive on Titanium + TMS to test market attractiveness, ESG's right to win, and the best path to pursue.

They are ordered to run in sequence — each area feeds the next, and together they deliver the four objectives.

Outside-In

Market & Geography

Screen US markets and customer segments for demand, access, and feasibility — where Titanium + TMS can credibly extend beyond competitive retail.

US market screen and sizing
Demand signals across retail and utility segments
Regulatory and access constraints by US state/jurisdiction

01 / 06

Outside-In

Competitive & Pricing Landscape

Define the competitive set and processes enabled, then test where brand, response credibility, and technical reputation support premium pricing.

Competitor and pricing dynamics
Processes enabled vs. competitor breadth
Where ESG has pricing power

02 / 06

Technical

Technology Assessment

Ground-truth the Titanium + TMS platforms through a code scan, architecture review, and SME interviews — evaluating scalability, extensibility, and integration posture.

Code scan across Titanium and TMS repositories
Architecture, data model, and integration review
Scalability, extensibility, and technical debt signals

03 / 06

Inside-Out

Product Capability & Gap Assessment

Inventory what Titanium + TMS actually do — depth, breadth, and US operating footprint — then score that inventory against a regulated-utility reference model to rank gaps and set build / integrate / out-of-scope calls.

Capability inventory: depth, breadth, and US footprint
Scored gaps vs. the utility reference model
Build / integrate / partner call per gap

04 / 06

Inside-Out

Customer Expansion & Path to Pursue

Evaluate account growth, adjacent services, and bundled offers against ESG's commercial profile to size where existing customers can carry near-term growth.

Existing account expansion and adjacent services
Bundled product offer potential
Commercial profile and go-to-market constraints

05 / 06

Outside-In

Build vs. Buy: M&A Considerations

For the gaps that survive prioritization, test whether targeted M&A or partnership closes them faster than organic build — mapping each high-severity gap to a target category and screening the candidate landscape.

High-severity gaps mapped to target categories: field service, EAM, OMS, MDM, DERMS
Build vs. buy vs. partner trade-offs and time-to-capability
Screening criteria and candidate target landscape

06 / 06

05Proposed Steps

Timeline, team resources, and investment.

We are bringing the best of our Energy team, with deep subject matter expertise to deliver a detailed assessment of Titanium and TMS, measured against the competitive set with a lens toward growth beyond the competitive market retailers.

Timeline

Six (6) week engagement. The first six phases follow the six focus areas in sequence, closing with synthesis into the target state and roadmap.

Phase

Timing

Outputs

Market & Geography
Timing · Weeks 1–2
- US market screen and TAM / SAM sizing model
- Demand signals across retail and regulated segments
- Regulatory and access constraints by US state
Competitive & Pricing Landscape
Timing · Weeks 1–2
- Competitive scorecards across the US vendor set
- Pricing power and packaging assessment
- Processes enabled vs. competitor breadth
Technology Assessment
Timing · Weeks 2–3
- Code scan findings across Titanium and TMS
- Architecture and integration review
- Scalability and technical debt signals
Product Capability & Gap Assessment
Timing · Weeks 3–4
- Capability inventory vs. a utility reference model
- Scored and ranked gap priority matrix
- Build / integrate / out-of-scope call per gap
Customer Expansion & Path to Pursue
Timing · Weeks 4–5
- Account expansion and adjacent services map
- Bundled offer potential
- Commercial and go-to-market constraints
Build vs. Buy: M&A Considerations
Timing · Weeks 4–5
- High-severity gaps mapped to target categories
- Build vs. buy vs. partner trade-offs
- Screening criteria and candidate landscape
Synthesis & Target State
Timing · Weeks 5–6
- Opportunity scorecards and target capability set
- Preliminary product and technology roadmap
- Executive readout

Team Resources

Role

Role Description

Power & Utilities Lead
Description · Directs the power and utilities workstream, ensuring that analysis and recommendations align with power and utility industry standards.
Power & Utilities SME
Description · Provides deep domain expertise on US utility markets, regulation, and customer / retail technologies across regulated and deregulated markets.
Strategy QA
Description · Reviews strategy deliverables for rigor, consistency, and methodological soundness. Energy industry expert.
Strategy Lead
Description · Owns the overall strategic framework and integrates findings across all workstreams.
Strategy Analyst
Description · Builds models, gathers data, and develops the analytical basis for strategy recommendations.
Technology QA
Description · Validates technical assessments and platform evaluation outputs for accuracy.
Technology Analyst
Description · Assesses software capabilities, architecture, and market fit of software.
Technology Strategy QA
Description · Quality-checks the intersection of technology findings and strategic recommendations.

Investment Details

Slalom's total price for this six (6) week strategic assessment includes a full-time delivery team and an investment in senior subject matter experts to ensure the analysis and recommendations meet ESG Global's strategic objectives: $193,000.