Energy Trading & ERP (ETRM) · Oil & Gas

TIES: a dense energy-trading platform, rebuilt to teach itself

TIES is an energy trading, risk and ERP platform for the oil & gas sector. We gave it a complete UX overhaul: self-service onboarding, a clearer navigation, and dense data tables that are finally fast to read and act on.

TIES — Energy Trading & ERP
The client

TIES — energy trading, risk & ERP for oil & gas

TIES, by Trilogy Energy Solutions, is integrated software for the oil & gas sector. It runs energy trading, risk management (ETRM) and back-office ERP in one system. Its users — traders, risk managers, operations and finance teams — live in it all day, working with high-stakes, high-volume data.

Market
Energy trading & ERP (ETRM) · oil & gas
Made it teach itself
Self-service onboarding, so new users ramp up without hand-holding.
One clear sidebar
Predictable navigation per workspace, so nobody gets lost.
The problem

A powerful system that was hard to learn

ETRM and ERP tools are some of the densest software in B2B: huge data volumes, deep hierarchies, many roles, and no room for error. TIES had grown capable, and that capability had a cost.

New users couldn't get productive on their own. Every hire meant slow, hands-on training, and the support team spent its days explaining how the platform worked. The navigation had sprawled, so people lost track of where the work lived. And the trading and ERP tables held a lot of data with little wayfinding, which made them hard to read and act on quickly.

What we changed

We fixed the few things that slowed everyone down

Make the product teach itself

New users get productive on their own. The platform guides them through the system, so training is faster and lighter, and the support team gets its time back instead of walking every new hire through each step.

Onboarding
Make the product teach itself

One clear, predictable sidebar

We replaced the sprawling structure with one sidebar per workspace, so people always know where they are and where the work lives.

Navigation
One clear, predictable sidebar

Wayfinding inside dense tables

We gave the trading and ERP tables breadcrumbs and shortcuts, so users can see where they are in the hierarchy and move fast without getting lost.

Data
Wayfinding inside dense tables
Sound familiar?

We remove the bottlenecks that slow complex products down.

Book a Bottleneck Audit
The outcome

Faster to use, easier to learn

The result is a platform that explains itself. Workflows inside dense trading and ERP data are quicker and smoother. New users ramp up on their own, so onboarding no longer leans on the support team.

The Trilogy team reports stronger adoption and a product that's easier to grow.

  • Clearer platform perception
  • Stronger content discovery
  • Better article and author experience
  • More scalable design foundation
Visual showcase

Inside the redesign

Jump anywhere with search across the workspace.
Jump anywhere with search across the workspace.
Start a new job from a clear, categorized list.
Start a new job from a clear, categorized list.
Every job is inspectable down to the raw data.
Every job is inspectable down to the raw data.
Consistent dialogs for search, upload and new jobs.
Consistent dialogs for search, upload and new jobs.
A shared library of saved queries and checks.
A shared library of saved queries and checks.
Accounting margin reports configured in a few clicks.
Accounting margin reports configured in a few clicks.
Automations assembled from events, without a developer.
Automations assembled from events, without a developer.
Build a query by picking exactly the fields you need.
Build a query by picking exactly the fields you need.
Scheduled jobs, like imbalance calculations, on a clear timeline.
Scheduled jobs, like imbalance calculations, on a clear timeline.
Dense tables with multi-select, export and shortcuts.
Dense tables with multi-select, export and shortcuts.
A report builder any role can use to group and count.
A report builder any role can use to group and count.
One dashboard for profit & loss, trades and margin.
One dashboard for profit & loss, trades and margin.
The TIES system at a glance.
The TIES system at a glance.
Integrated energy trading, risk and ERP in one platform.
Integrated energy trading, risk and ERP in one platform.
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