Splash Rate Case Management Automation Guide | Step-by-Step Setup

Rate Case Management is the financial and regulatory heartbeat of any utility company, a complex and high-stakes process where efficiency and accuracy are paramount. Splash has emerged as a critical platform for managing these intricate proceedings, but its true potential is unlocked when integrated with advanced automation. By connecting Splash to a powerful automation platform like Autonoly, energy and utility companies can transform a reactive, manual-heavy process into a streamlined, intelligent, and proactive operation. This integration moves beyond simple task automation to create a cohesive ecosystem where data flows seamlessly, deadlines are autonomously managed, and compliance is built into the very fabric of the workflow.

The tool-specific advantages for automating Rate Case Management with Splash are profound. Autonoly’s seamless Splash integration enables the automation of critical path activities, from the automatic ingestion and categorization of intervenor comments directly into Splash, to the intelligent routing of data requests to the appropriate subject matter experts. This eliminates the manual data entry that plagues Splash users and is a primary source of costly errors. Furthermore, automated workflows can monitor dockets for new filings, instantly notifying teams and triggering pre-defined response protocols, ensuring your organization never misses a critical deadline.

Businesses that achieve full Splash Rate Case Management automation report transformative outcomes. They experience a 94% average time savings on manual administrative tasks, allowing highly-paid legal, regulatory, and finance experts to focus on strategic analysis and building compelling cases rather than data wrangling. The market impact is a significant competitive advantage; companies can respond to regulatory bodies faster and with greater accuracy, building a reputation for competence and reliability that pays dividends in every subsequent rate case. The vision is clear: Splash, when powered by Autonoly, becomes the intelligent central nervous system for Rate Case Management, providing unparalleled visibility, control, and efficiency.

While Splash is an excellent repository for rate case information, its standalone capabilities often fall short of addressing the comprehensive challenges of the modern utility regulatory environment. Manual processes remain a significant bottleneck. Teams spend countless hours downloading documents from regulatory portals, manually uploading them to Splash, and then emailing stakeholders to notify them of new tasks or deadlines. This not only incurs massive labor costs but also introduces a high risk of human error, such as missing a filing deadline or misrouting a sensitive data request, which can have severe financial and reputational consequences.

The integration complexity surrounding Splash is another major hurdle. Rate case data does not exist in a vacuum; it must flow between Splash and a myriad of other systems, including ERP platforms like SAP or Oracle, CRM systems, document management solutions, and specialized modeling software. Without a native automation platform, achieving this data synchronization requires expensive custom API development, ongoing maintenance, and creates fragile connections that can break with updates to any system in the chain. This complexity severely limits the real-time visibility and data integrity required for effective case management.

Perhaps the most critical challenge is scalability. As a utility grows or regulatory activity increases, manual Splash processes simply do not scale. A team that can handle one concurrent rate case may be completely overwhelmed by two or three, leading to process breakdowns, employee burnout, and decreased quality of work. Splash limitations without automation enhancement become glaringly apparent under pressure, as the platform functions as a passive database rather than an active management system. Autonoly directly addresses these constraints by injecting intelligent automation into the Splash environment, creating a scalable, resilient, and error-resistant operational framework that grows with your business.

Implementing end-to-end automation for Splash Rate Case Management is a methodical process that guarantees success and maximizes return on investment. A structured, phased approach ensures that your existing Splash investment is enhanced without disrupting ongoing critical operations.

The foundation of a successful implementation is a thorough assessment of your current Splash Rate Case Management process. Autonoly’s experts collaborate with your team to map every step, from regulatory filing notification to final commission order. This discovery phase identifies key pain points, repetitive manual tasks, and critical integration points with other business systems. Following the analysis, a detailed ROI calculation is performed, projecting specific metrics such as reduction in manual hours, decreased error rates, and faster response times to quantify the automation's value. This phase also establishes technical prerequisites, ensures Splash API accessibility, and prepares your team for the upcoming transformation through clear communication and change management planning, setting the stage for a smooth Splash optimization.

This technical phase focuses on building the secure bridge between Splash and the Autonoly platform. The process begins with establishing a secure OAuth connection and authentication setup, ensuring that Autonoly has the necessary permissions to interact with your Splash data without compromising security. Next, the pre-built Rate Case Management templates, optimized for Splash, are deployed and customized to your specific workflow maps. This involves meticulous data synchronization and field mapping configuration, ensuring that every piece of data—from intervenor details to document metadata—flows correctly between systems. Rigorous testing protocols are then executed, validating each automated Splash Rate Case Management workflow in a sandbox environment before they ever touch live data, guaranteeing reliability from day one.

With testing complete, the automation goes live with a phased rollout strategy. This often begins with a single, less complex rate case or a specific workflow (e.g., automatic docket monitoring) to build confidence and demonstrate quick wins. Concurrently, comprehensive team training is conducted, focusing on Splash best practices within the new automated environment and how to monitor the workflows via Autonoly’s intuitive dashboard. Performance monitoring begins immediately, tracking key performance indicators against the pre-automation benchmarks established in Phase 1. Most importantly, Autonoly’s AI agents begin their continuous improvement cycle, learning from Splash data patterns and user interactions to proactively suggest optimizations for even greater efficiency over time.

The business case for automating Splash Rate Case Management is overwhelmingly positive, driven by substantial cost reduction and significant operational improvements. The implementation cost is quickly offset by the dramatic reduction in manual labor. For example, a task like processing 500 intervenor comments, which might take a team 40+ manual hours to log, categorize, and distribute in Splash, can be reduced to near-zero touch with automation. This direct labor savings translates to a guaranteed 78% cost reduction within the first 90 days of operation for most clients.

The ROI extends far beyond simple labor arbitrage. Error reduction is a massive financial contributor. An automated system eliminates costly mistakes like missed deadlines, which can result in regulatory fines or delayed revenue, or mis-filed documents, which can weaken a case. The quality improvement ensures that every data point in Splash is accurate and timely, enabling better decision-making and strengthening your position before the commission. The revenue impact is direct: by shortening the rate case lifecycle and improving success rates, automation directly accelerates and increases approved revenue.

When projected over a 12-month period, the ROI for Splash Rate Case Management automation becomes undeniable. A conservative projection for a mid-sized utility might show an implementation investment of $X being recouped within 4-6 months, followed by 6+ months of pure, quantifiable savings and revenue enhancement. This calculation includes hard costs (manual hours, error-related costs) and soft costs (reallocated expert time, improved employee morale). The competitive advantage is the ultimate ROI; operating at this level of efficiency and accuracy positions your utility as a leader in regulatory affairs.

A regional electric utility with over 500,000 customers was struggling with the volume of a major general rate case. Their team was buried in manual processes: downloading filings, updating Splash, and managing communications via email. They turned to Autonoly for a Splash Rate Case Management integration. The solution automated the entire intake and triage process for intervenor testimony and data requests. Measurable results included a 90% reduction in data entry time and a 100% track record of meeting all deadlines. The implementation was completed in just 8 weeks, and the business impact was profound, allowing the regulatory team to focus on strategic case development instead of administrative tasks, ultimately contributing to a more favorable outcome.

A large, multi-state energy enterprise faced challenges with consistency and scalability across different jurisdictions. Each division used Splash differently, leading to inefficiencies and a lack of centralized oversight. Autonoly implemented a standardized, automated Rate Case Management framework atop their existing Splash deployment. The solution involved complex workflows that spanned multiple departments—legal, finance, and operations—automating handoffs and approval chains. The scalability achievements were significant, allowing the enterprise to manage three concurrent major rate cases without adding headcount. Performance metrics showed a 55% reduction in the overall case preparation timeline and a 40% decrease in external legal costs due to improved internal efficiency.

A smaller water utility with limited IT resources needed to compete with larger entities in regulatory proceedings. Their manual processes in Splash were inefficient and prone to error. Autonoly’s pre-built templates and rapid implementation process were ideal. They prioritized automating their most painful tasks: tracking discovery requests and managing document discovery responses. The rapid implementation delivered quick wins within the first two weeks. This growth enablement through Splash automation allowed their small team to manage their rate case with the efficiency of a much larger organization, ensuring their voice was heard effectively without exceeding their limited budget.

The integration of artificial intelligence elevates Splash from a system of record to a system of intelligence. Autonoly’s AI agents bring machine learning optimization to Splash Rate Case Management patterns. These agents analyze historical data from past rate cases within Splash to identify what types of intervenor comments typically lead to data requests, or which arguments have been most successful in previous proceedings. Furthermore, predictive analytics forecast potential bottlenecks in the current workflow, allowing managers to proactively allocate resources. Natural language processing (NLP) capabilities parse through thousands of pages of regulatory filings and testimony within Splash, extracting key themes, sentiments, and actionable insights that would be impossible to find manually, providing a significant strategic advantage.

Investing in Autonoly’s Splash integration future-proofs your Rate Case Management operations. The platform is designed for seamless integration with emerging technologies, ensuring that as new regulatory reporting standards or data sources appear, your automated workflows can adapt. The architecture is built for massive scalability, capable of handling a growing volume of cases and more complex data flows without performance degradation. The AI evolution roadmap is continuous, with algorithms constantly learning from new Splash data to provide even deeper insights and more precise automations. For Splash power users, this represents the ultimate competitive positioning, creating a strategic asset that continuously improves and delivers a compounding return on investment, keeping your utility at the forefront of regulatory excellence.

Initiating your automation journey is a straightforward process designed for minimal disruption and maximum clarity. We begin with a free Splash Rate Case Management automation assessment, where our experts analyze your current process and provide a detailed roadmap and ROI projection. You will be introduced to your dedicated implementation team, each member a seasoned expert in both Splash and the energy-utilities sector. To experience the power firsthand, we offer a 14-day trial with full access to our pre-built Splash Rate Case Management templates, allowing you to test automated workflows in a safe environment.

A typical implementation timeline for a standard Splash automation project ranges from 4-8 weeks from kickoff to full deployment. Throughout this process and beyond, you are supported by a comprehensive suite of resources, including dedicated training sessions, extensive documentation, and 24/7 support from engineers with deep Splash expertise. The next step is a consultation to define a pilot project scope, leading to a phased full Splash deployment. To connect with our Splash Rate Case Management automation experts and schedule your assessment, visit our contact page or call our dedicated utilities automation line today.

How quickly can I see ROI from Splash Rate Case Management automation?

ROI begins from the moment your first automated workflow goes live, typically within the first 30 days. Most clients achieve a full return on their investment within 4-6 months, with the 78% cost reduction guarantee realized within 90 days. The speed of ROI is dependent on the complexity and volume of your Rate Case Management processes in Splash, but the combination of immediate labor savings and rapid error reduction ensures a swift and substantial financial return.

What's the cost of Splash Rate Case Management automation with Autonoly?

Pricing is based on a modular subscription model, tailored to the specific Splash workflows you automate and the volume of cases you manage. This is always positioned as an operational expenditure (OpEx) that is significantly outweighed by the savings generated. A detailed cost-benefit analysis is provided during the free assessment, showing clear Splash ROI data based on your own metrics. Our clients consistently find that the investment is a fraction of the annual cost of the manual labor it replaces.

Does Autonoly support all Splash features for Rate Case Management?

Yes, Autonoly offers comprehensive support for Splash's features via its robust API. Our pre-built templates are optimized for the most common Rate Case Management objects and workflows within Splash, including matters, documents, calendars, and contacts. For unique or custom Splash functionality, our development team can build custom connectors and workflows to ensure full coverage and that your automation aligns perfectly with your established Splash processes.

How secure is Splash data in Autonoly automation?

Data security is our highest priority. Autonoly employs bank-level encryption (AES-256) for data both in transit and at rest. Our connection to Splash is performed using secure OAuth protocols, and we adhere to strict SOC 2 Type II compliance standards. Your Splash data is never stored unnecessarily and is only used to execute the automated workflows you have configured, ensuring full compliance with all energy sector data protection regulations.

Can Autonoly handle complex Splash Rate Case Management workflows?

Absolutely. Autonoly is specifically engineered to manage complex, multi-step workflows that are characteristic of Rate Case Management. This includes conditional logic based on data within Splash (e.g., routing a data request based on its topic), multi-level approvals that require sign-off from legal and finance teams, and seamless integrations with external systems like your document management platform or ERP. The platform handles these complex Splash customizations with high reliability and detailed logging for full auditability.