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Cloud Automation Strategy — Portfolio Environment
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Helios Energy Platforms

59 active vendors · 7 spend categories

CFO · Finance Office+0.2% vs plan

EBITDA Bridge & Run-Rate

Adjusted Baseline

$9.1M

Realized

$2.6M

Forward Locked

$2.1M

+6.0 mo EBITDA runway

  • • SCADA modernization linked directly to production uplift metrics.
  • • Forward plan assumes billing-stop evidence for two OT vendors.
CIO / CTO ViewAligned · 91% rubric coverage

Architecture & Risk Posture

Zero Trust

90% of field identities brokered through secure edge

Cloud Commit Coverage

88% of analytics workloads under commitments

Automation Health

Automation telemetry at 88% coverage

Incidents

0 OT security incidents in 9 months

  • • Complete telemetry tagging for refinery data historians.
  • • Consolidate digital twin platforms before FY26 budget.
  • • Expand CASt automation to upstream acquisitions.

Annual Spend Overview

Helios Energy Platforms currently manages $9.10M across 7 spend categories. The mix below highlights where the largest optimization opportunities exist today.

Operational Technology
$2,200K
24.2% of total portfolio spend
Cloud & Analytics
$1,600K
17.6% of total portfolio spend
SCADA & Field Systems
$1,500K
16.5% of total portfolio spend

Spend by Category

Delivery Roadmap

How Helios Energy Platforms Progresses Through CASt Phases

Gate coverage aligns Helios Energy Platforms to the Managed Service milestones sponsors expect.

Phase 0

Setup

  • •Agree on baseline methodology and taxonomy
  • •Ingest contracts, invoices, and portal credentials
  • •Publish first renewal map grouped by 90/180/365 days

Phase 1

Baseline & Pipeline

  • •Publish Adjusted Baseline with Finance validation
  • •Stand up renewal review cadence and scorecard
  • •Launch decision log with architecture sign-off

Phase 2

Execute Quick Wins

  • •Retire duplicates with billing-stop evidence
  • •Negotiate in-flight renewals using utilization data
  • •Align license tiers to active roles

Phase 3

Strategic Resets

  • •Consolidate to anchor platforms
  • •Plan migrations that shift next-year run rate
  • •Document architecture rubric per platform

Phase 4

Sustain

  • •Transition to managed service posture
  • •Refresh ownership and renewal map quarterly
  • •Report realized vs forward savings transparently
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