Utility, regulatory & complex-data analytics

Defensible analysis for decisions that must withstand review.

Analytics and Forecasting provides founder-led economic, forecasting, data, and model-review consulting for utilities, consulting teams, legal matters, and other data-intensive organizations.

Founder-ledServing clients since 1995San Rafael, CaliforniaRemote and on-site
From difficult evidenceTo a defensible resultSelected experience
  1. 01
    Source evidenceOperational, regulatory, financial, or discovery records
    5.5M customers
  2. 02
    ReconciliationDefinitions, populations, timing, missing values, and controls
    11+ years
  3. 03
    Model and testingForecasts, scenarios, recalculations, and sensitivity tests
    8,760 hours
  4. 04
    Reviewable resultDocumented findings others can reproduce and explain
    20-year horizon

Scale figures summarize separate engagements and areas of experience.

Experience measured in systems, records, time horizons, and continued use.

5.5MUtility customers represented in a historical regulatory-data system
11+ yearsRegulatory-data system in continuing use
8,760Hours available for annual load planning
20 yearsLong-term electricity-load forecasting horizon
MillionsVehicle-auction transactions used in production forecasting

When the process is no longer good enough

Recognize the analytical problem before choosing the method.

Engagements often begin when an organization has an important question but cannot yet rely on the data, model, forecast, or process behind the answer.

01

Data sources disagree

Definitions, populations, dates, and calculations do not produce a consistent account of what occurred.

02

A critical model is difficult to review

Assumptions are hidden, formulas are fragile, or the process depends on undocumented knowledge.

03

Planning needs a dependable forecast

Existing methods cannot readily support detailed time patterns, scenarios, updates, or sensitivity testing.

04

Another analysis must be tested

The data, calculations, methods, or conclusions require disciplined independent review.

Primary services

Analytical services organized around the decision.

Methods are selected after the question, available evidence, required output, and level of review are understood.

01

Utility and regulatory analytics

Support regulatory reporting, customer and usage analysis, rate questions, program measurement, and data-intensive planning.

Practical result

Consistent analysis that remains explainable as data and questions change.

See what is included
02

Forecasting and scenario analysis

Build forecasts around visible assumptions, operational drivers, alternative scenarios, and practical update procedures.

Practical result

Forecasts that decision-makers can review, test, and continue to use.

See what is included
03

Data reconciliation and analytical systems

Resolve conflicting sources and replace fragile, labor-intensive processes with controlled analytical workflows.

Practical result

Documented data and systems that produce repeatable results.

See what is included
04

Independent model and process review

Examine the data, assumptions, formulas, methods, logic, and outputs behind an important conclusion.

Practical result

A clear account of what works, what does not, and what needs further attention.

See what is included

Specialized experience

Utility analytics built for continuity, review, and regulatory use.

Utility work requires more than technical accuracy. Data definitions, historical records, assumptions, calculation methods, and reporting processes must remain consistent and explainable over time.

01

Historical architectureRegulatory-data systems that preserve comparable customer and usage histories.

02

Interval and load analysisPlanning tools capable of representing all 8,760 hours of the year.

03

Long-range forecastingControlled platforms supporting 20-year load forecasts and scenario analysis.

04

Review and reporting controlsReproducible calculations, KPI checks, visible assumptions, and documented outputs.

Explore utility and regulatory experience
Illustrative analytical workflowReconciled load & forecastNot client data
Meter historyCustomer recordsProgramsWeather
00:0006:0012:0018:0024:00
Historical baseline8,760 hourly values
Scenario horizon20 years

Sources are reconciled before the baseline, scenarios, and documented planning result are produced.

Transferable discipline

The subject matter changes. The analytical discipline transfers.

Utility and regulatory work demands reconciled evidence, controlled calculations, documented assumptions, and results that remain understandable under review. Those requirements recur in other data-intensive settings.

How core analytical methods apply across project settings
Analytical methodUtilities &
regulation
Economic
consulting
Legal &
expert review
Finance &
transportation
Reconcile inconsistent evidence
Define populations and measures
Build forecasts and scenarios
Test models and assumptions
Create reproducible processes
Document review-ready findings

Transferability means that the analytical methods apply across settings; it does not imply identical subject-matter expertise in every industry.

Selected professional work

Different settings. The same commitment to usable, reviewable analysis.

These examples reflect Joe Barber’s consulting and professional experience. Organization names identify the setting in which the work was performed and do not imply endorsement.

PG&ERegulatory-data architecture

A controlled history for approximately 5.5 million customers.

Built a regulatory-data system that replaced an ad hoc process and improved reproducibility, speed, and accuracy.

  • More than 11 years in use
  • Historical customer and usage data
  • Faster, more reliable analysis
Review the work
Southern California EdisonLong-term load forecasting

Planning across every hour and a 20-year horizon.

Replaced a manual spreadsheet process with a controlled platform supporting load forecasting for planning and regulatory work.

  • All 8,760 hours represented
  • 20-year forecast horizon
  • Repeatable scenario process
Review the work
LeasePlan USAVehicle-value forecasting

Production forecasts built from millions of auction transactions.

Developed vehicle-value models supporting closed-end lease pricing, contracts, residual-value risk, and portfolio planning.

  • Millions of transactions
  • Production forecasting models
  • Contract and portfolio decisions
Review the work

Independent model and process review

When another analysis must withstand scrutiny.

Models, damages calculations, expert analyses, reports, and inherited processes can be examined independently for data consistency, methodological soundness, calculation accuracy, sensitivity to assumptions, and reproducibility.

Explore independent review
Trace the conclusionIndependent review path
  1. 01
    Reported conclusionIdentify the claim and required standard of review
    Scope
  2. 02
    Source populationReconcile records, definitions, inclusions, and exclusions
    Verify
  3. 03
    Assumptions and calculationsReproduce formulas, logic, methods, and alternatives
    Test
  4. 04
    Independent findingExplain agreements, differences, uncertainty, and corrections
    Report
Joe Barber, Founder and Principal Consultant of Analytics and Forecasting
Joe BarberFounder and Principal Consultant

Founder-led consulting

Senior analytical judgment stays close to the work.

Joe Barber is the founder and principal consultant of Analytics and Forecasting.

His work combines economics, mathematics, forecasting, econometrics, statistical analysis, data architecture, and hands-on system development. He frames the question, works directly with the evidence, builds or reviews the analysis, and documents the result for continued use.

Graduate educationUniversity of Pennsylvania

M.A. in Economics; completed Ph.D. coursework and dissertation research, ABD.

Undergraduate educationWashington University in St. Louis

B.A. with majors in Economics and Mathematics.

RoleFounder and Principal Consultant

Founder-led analytical consulting serving clients since 1995.

About Joe Barber and the firm

Start with the decision

What model, evidence, or analytical process needs attention?

Initial inquiries do not need to contain confidential information. Project details can be discussed after appropriate arrangements are in place.