PUBLISHED DATE: 2026-09-21 01:58:11

How a Global Energy Company Accelerated Win Rate | Publicis Sapient

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Global Energy Company Boosts LNG Trading Win Rate

How one platform cut trade approvals from 14 steps to four clicks.

Summary

A shared view of pricing, risk and market data helped traders act faster on LNG opportunities.

Summary

In this customer story

Intro

This century-old global energy company trades liquefied natural gas in a market where opportunities can move faster than traditional approval processes. Traders needed current pricing, risk data and approvals in one place so they could assess deals and act while the commercial window was still open. Working with Publicis Sapient, the company transformed their ad hoc approval system with Salesforce Sales Cloud and MuleSoft integrations. The platform brought trading workflows, data and approvals together, replacing a process that had relied on multiple steps and systems.

The Problem

The company's liquified natural gas trading team managed their deal approval processes via a mix of legacy systems, emails, spreadsheets and Skype. They also depended on scheduled reports and third parties for critical compliance checks. Due to the error-prone, manual process and delay in real-time reporting, the company's reputation and regulatory compliance were at risk.

The Solution

Publicis Sapient conducted deep-dive discovery workshops to identify key areas of improvement. To ensure an effective, powerful solution, we performed:
Our user-friendly, point-of-entry solution led to swift approval. The first workstream delivered a minimum viable product for the short-term trading team in just four months, with 100 percent adoption for all new trades within the first week.

The Impact

Our trading solution provides a single source of truth in real-time to 150 users and streamlines processes across traders, legal, finance, freight, portfolio trading and compliance. Within the first year, the trading team reported significant efficiency improvement with 14 manual steps across multiple systems reduced to only 4 clicks in Salesforce. With automated reporting and updates, leadership was also able to reduce time spent aggregating data.

Meet our author

Chris Taylor
Client Partner, Salesforce Practice
Energy & Commodities Lead – Europe, MENA & APAC

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