Historical regulatory data
A monthly snapshot architecture preserved the historical state of customer, billing, usage, rate, program, premises, and demographic records for an eight-person analytical department.
Experience and applications
Experience that transfers because the discipline holds.
Utility and regulatory analytics provide the deepest concentration. Across other industries, the same working requirements recur: establish reliable data, choose a defensible method, test the result, and leave a clear analytical record.
The experience below reflects work performed by founder and principal consultant Joe Barber across consulting and employment settings.
Transferable analytical disciplineAcross changing subject matter
01Reliable dataReconciled and traceable
02Defensible methodAssumptions made visible
03Tested resultErrors and alternatives examined
04Clear recordReviewable and reusable
Selected measures of scale and durability
5.5 millionutility customers represented in a monthly snapshot architecture
More than 11 yearsin continued use as a departmental analytical foundation
8,760 hoursmade available for annual electricity and gas planning
60 millioncardholders covered by recurring portfolio reporting
Primary depth · Utility and regulatory analytics
Analytical systems built for repeated scrutiny.
At PG&E and Southern California Edison, Joe Barber designed data and forecasting systems that turned changing operational records and established forecasting knowledge into controlled, reproducible analysis.
Hourly planning
Interval-data tools imputed missing electricity and gas usage and reconciled the results to billed meter reads, enabling planning across every hour of a standard year.
Long-term load forecasting
A controlled web platform replaced a manual spreadsheet process and improved the transparency and defensibility of 20-year forecasts used in rate cases and resource planning.
Independent review
Review of an existing CARE/FERA measure found that it combined percentages based on different customer populations; the logic and materially inaccurate reported result were corrected.
Additional analytical applications
Different questions. Evidence of the same working discipline.
Each example identifies the setting, the analytical work, and the practical result—so breadth does not have to mean vagueness.
Litigation analytics and independent review
Analysis that can withstand an opposing interpretation.
Work has included employment-discrimination analysis, intellectual-property damages, lost-income analysis, model validation, statistical testing, and analytical support for economists, attorneys, and experts.
- Custom C++ software preserved a specialized multi-pool statistical method after the corresponding SAS procedure was discontinued.
- In Litton v. Honeywell, work included actual-profit and but-for-profit analysis, calculation review, assumption testing, and error identification.
Why it transfers
See litigation-related work The same discipline supports independent review of models, calculations, assumptions, and analytical processes when the work may be challenged.
Financial and customer analytics
Recurring information instead of recurring programming.
At FirstUSA/Chase, nightly reporting and intranet dashboards gave Partnership Marketing managers direct access to acquisition, spending, profitability, marketing, and portfolio information.
- Reporting covered approximately 60 million cardholders and hundreds of partnership programs.
- Additional work for DirecTV examined retention offers, customer revenue, and acceptance of new two-year commitments.
Why it transfers
See financial analytics work The work converted high-volume customer and transaction records into repeatable management information and decision support.
Transportation and asset-value forecasting
Forecasting the value—and risk—at the end of a contract.
For LeasePlan USA, production models forecast vehicle values using millions of auction transactions and vehicle, age, mileage, condition, location, seasonal, market, purchasing, and economic variables.
- The models supported contract pricing, residual-value risk, lease terms, and portfolio valuation.
- The resulting forecasts also informed fraud review, planning, and evaluation of remarketing outcomes.
Why it transfers
See forecasting work A domain-specific forecasting problem became a controlled, explainable production process with uses across several departments.
Economic impact and public investment
Connecting an analytical record to a public decision.
Economic-impact and benefit work has examined employment, fiscal effects, travel-time and fuel savings, congestion, taxable sales, building activity, and regional economic growth.
- An analysis for a proposed University of Pennsylvania proton-therapy facility supported an effort that secured a $5 million Pennsylvania grant.
- Work for Beacon Economics contributed to analysis of the proposed 241 Toll Road completion project.
Why it transfers
See economic-impact work The method changes with the question, but the result still requires transparent assumptions, traceable calculations, and a clear explanation of public benefits.
Analytical systems and implementation
A useful analysis has to survive the next question.
Transferability comes from the process—not from pretending every industry is the same. Subject-matter knowledge is joined to a controlled analytical workflow that can be reviewed, rerun, extended, and handed off.
- 01Frame
Define the decision and the evidence it requires.
- 02Reconcile
Establish definitions, populations, timing, and controls.
- 03Model
Build calculations with explicit assumptions.
- 04Test
Review alternatives, sensitivities, and errors.
- 05Document
Leave a result others can understand and use.
A focused first conversation