Utilities · Financial Services · Energy Infrastructure

Research and models you can defend. Software and programs that ship.

Planmetrix Advisory helps electric utilities and financial institutions move from research to results. We combine distribution and resiliency studies, commercial credit and lending analytics, risk and investment modeling, custom software, and hands-on program leadership. Grounded in 25+ years of utility research, credit analytics, and technology delivery.

Research Through Delivery

Distribution studies, investment and risk models, analytics software, and program leadership—25+ years spanning utility research, financial analysis, and technology implementation.

4
Core Practice Areas
25+
Years Industry Experience
50+
Research Reports & Analyses
Who We Serve
Investor-Owned Utilities Transmission & Distribution Teams Commercial Banks and Credit Teams Utility Research & Industry Consortia

What We Do

Four practices for utilities and financial services

We combine rigorous analysis with practical delivery—for grid planners, commercial lenders, and risk teams who need work they can use, not shelf-ware.

Financial Modeling

Commercial credit risk modeling, scenario simulation, and lending analytics, alongside grid reliability and resiliency investment models, FERC Form 1 capital and O&M analysis, storm-cost frameworks, and regulatory efficiency metrics built for credit committees, PUC filings, and board decisions.

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Electric Distribution System Research

Distribution reliability and resiliency, undergrounding and storm hardening, post-storm findings reviews, climate adaptation frameworks, sensor and communications feasibility studies, and EPRI-grade literature research for T&D organizations.

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Software Development

Decision-support and knowledge-management applications, survey and analytics platforms, LMS and e-learning systems, and research portals—designed for utility operations and energy-focused finance teams.

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Project Management

Research program and pilot project leadership—including technology feasibility studies, vendor evaluation, LMS rollouts, and utility IT initiatives—from requirements through deployment and handoff.

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Representative Work

Analysis and delivery clients can stand behind

Flagship modeling, research, and delivery engagements—each supported by published executive summaries you can download.

Financial Modeling · Utility Research

Distribution Grid Reliability & Resiliency Investment Model

Excel-based MCDA decision support tool for ranking and prioritizing reliability and resiliency investments across circuits and segments within budget constraints.

Executive summary (PDF) →
Financial Modeling · Utility Research

Underground vs. Overhead FERC Cost Analysis

Industry-wide FERC Form 1 analysis comparing O&M expense for underground and overhead distribution plant—informing lifecycle economics for selective undergrounding.

Executive summary (PDF) →
Financial Modeling · Distribution Research

Florida Resiliency Investment Analysis

Quantified storm-attributable SAIDI and restoration costs for Florida IOUs (2000–2020)—linking storm minutes to roughly $263K in restoration expense per minute.

Executive summary (PDF) →
Distribution Research · Industry

Climate READi Resilience Investment Guide

Authored EPRI Climate READi guidance on hazard assessment, adaptation screening, benefit-cost and multi-criteria valuation, and portfolio implementation for power-system resilience.

Policy summary (PDF) →

Research & Publications

Executive summaries from recent utility and finance research

Selected literature reviews, modeling studies, and policy syntheses—four executive summaries available for download, drawn from 25+ years of distribution research, financial analysis, and program delivery.

Tell us about your study, model, build, or program

Whether you are a utility planning the grid or a lender underwriting commercial and energy exposure—we typically respond within one business day.