Exelon Product

To power a cleaner future by leading the energy transformation to a zero-carbon economy through innovative product solutions

Organization	SWOT Analysis	OKR Plan	Top 6	Retrospective

Sub organizations:

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Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To power a cleaner future by leading the energy transformation to a zero-carbon economy through innovative product solutions

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Strengths

INFRASTRUCTURE: Extensive utility network across 6 states serving 10M+ customers
CAPITAL: Strong financial position with $34.4B in annual revenue
RENEWABLES: Leading clean energy portfolio of 32.2GW capacity
EXPERTISE: 50+ years of operational excellence in energy distribution
INNOVATION: Established innovation centers & partnerships with tech firms

Weaknesses

LEGACY: Aging grid infrastructure requiring $7.2B in modernization
DIGITAL: Underdeveloped customer-facing digital product offerings
INTEGRATION: Siloed systems limiting cross-product data utilization
AGILITY: Slow product development cycles averaging 18-24 months
TALENT: Skills gap in advanced product development capabilities

Opportunities

ELECTRIFICATION: Rapid EV adoption projected to grow 30% annually
POLICY: Favorable IRA and infrastructure bill incentives for utilities
PROSUMERS: Growing customer interest in energy management solutions
MICROGRIDS: 22% annual market growth for localized energy solutions
DATA: Leveraging 15M smart meters for predictive energy analytics

Threats

COMPETITION: New market entrants from tech and energy sectors
REGULATIONS: Evolving compliance requirements across multiple states
CYBERSECURITY: Increasing sophistication of attacks on utility systems
CLIMATE: Extreme weather events disrupting grid reliability
EXPECTATIONS: Rising customer demands for seamless digital experiences

Key Priorities

MODERNIZE: Accelerate digital transformation of customer experiences
INTEGRATE: Build unified platform for energy management products
INNOVATE: Develop prosumer-focused distributed energy solutions
SECURE: Strengthen grid resilience against climate and cyber threats

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No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To power a cleaner future by leading the energy transformation to a zero-carbon economy through innovative product solutions

TRANSFORM DIGITAL

Revolutionize how customers engage with energy services

PLATFORM: Launch unified Energy Management Platform beta with 100k customers by June 30
EXPERIENCE: Increase mobile app engagement by 25% through personalized energy insights and controls
ADOPTION: Achieve 40% digital channel utilization for customer service interactions
SATISFACTION: Improve digital experience NPS score from 42 to 60 through targeted improvements

BUILD ECOSYSTEMS

Create integrated energy management solutions

INTEGRATION: Connect 5 partner services to our API ecosystem for seamless customer experience
PROSUMERS: Enable 25,000 customers to participate in distributed energy resource programs
MARKETPLACE: Launch enhanced Energy Solutions Marketplace with 30+ verified partner products
STANDARDS: Establish open data architecture for third-party integration with 99% uptime

EMPOWER USERS

Enable customers to control their energy future

ANALYTICS: Deploy AI-powered personalized energy insights to 1.5M digital customers
CONTROL: Launch next-gen smart home energy management solution with 50,000 active users
AUTOMATION: Develop 10 energy optimization automations customers can enable with one tap
EDUCATION: Create interactive learning experiences with 35% completion rate on energy topics

ENSURE RESILIENCE

Strengthen grid reliability through innovative products

PREDICTION: Implement AI forecasting to predict and prevent 35% of potential outages
RECOVERY: Reduce average outage resolution time by 20% through digital coordination tools
MICROGRIDS: Deploy 3 community microgrid solutions with integrated customer interfaces
SECURITY: Enhance digital product security standards to achieve zero critical vulnerabilities

METRICS

DIGITAL ENGAGEMENT: 75% of customers actively using digital channels monthly
CUSTOMER SATISFACTION: NPS 65 across all digital product touchpoints
PLATFORM ADOPTION: 2.5M customers using unified energy management platform

VALUES

Innovation: Embrace new technologies and approaches to transform the energy industry
Customer Focus: Prioritize customer needs in all product decisions
Sustainability: Commit to environmental stewardship in every product offering
Reliability: Deliver dependable energy solutions customers can count on
Integrity: Act with honesty and transparency in all product development

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Align the learnings

Team retrospectives are powerful alignment tools that help identify friction points, capture key learnings, and create actionable improvements. This structured reflection process drives continuous team growth and effectiveness.

Exelon Product Retrospective

AI-Powered Insights

Claude

Gemini

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Example Data Sources

Exelon 2023 Annual Report - Revenue: $34.4B, Capital investments: $7.2B
Earnings Call Q4 2023 - CEO highlighted digital transformation as strategic priority
Industry Analysis - McKinsey Energy Transition Report showing 30% annual EV growth
Customer Surveys - 68% expressing interest in greater energy control capabilities
Utility Digital Experience Benchmark - Exelon ranking 7th among major utilities

No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To power a cleaner future by leading the energy transformation to a zero-carbon economy through innovative product solutions

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What Went Well

REVENUE: Achieved $34.4B in revenue, surpassing projections by 3.2%
RENEWABLES: Successfully added 2.8GW of new clean energy capacity
RELIABILITY: Maintained industry-leading 99.98% service reliability
CUSTOMERS: Increased digital customer engagement by 17% year-over-year
EFFICIENCY: Operational excellence initiatives delivered $340M in savings

Not So Well

DIGITAL: Mobile app engagement fell short of targets by 12 percentage pts
INNOVATION: Three major product launches delayed beyond projected timelines
INTEGRATION: Cross-platform customer data synchronization issues persisted
ADOPTION: Smart home energy management products below adoption targets
COSTS: Product development expenses exceeded budget by 15% overall

Learnings

FEEDBACK: Earlier customer involvement crucial for successful product launch
AGILITY: Need for streamlined approval processes in product development
COLLABORATION: Cross-functional teams deliver superior customer outcomes
METRICS: More granular product performance tracking improves outcomes
PRIORITIZATION: Focus on fewer, high-impact initiatives yields better ROI

Action Items

PLATFORM: Develop unified customer energy management platform by Q3 2025
PROCESS: Implement agile product development methodology across teams
TALENT: Recruit 15 specialized product roles in AI and customer experience
DATA: Establish integrated data architecture for cross-product insights
ENGAGEMENT: Launch next-gen digital customer engagement strategy in 60 days

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No competitors available

No past cycles

Mission & Vision SWOT Analysis OKR Plan Retrospective AI Strategy Data Acquisition

To power a cleaner future by leading the energy transformation to a zero-carbon economy through innovative product solutions

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Strengths

DATA: Massive repository of energy usage data from 10M+ customers
INVESTMENTS: $125M committed to AI/ML capabilities through 2026
PARTNERSHIPS: Strategic alliances with leading AI research institutes
PILOTS: Successful AI implementation in predictive maintenance
INFRASTRUCTURE: Advanced computing capabilities in place

Weaknesses

FRAGMENTATION: Inconsistent AI strategy across business units
TALENT: Limited AI expertise within product development teams
GOVERNANCE: Unclear data standardization for AI model development
ADOPTION: Low internal utilization of existing AI tools (32%)
INTEGRATION: Poor connectivity between AI systems and core products

Opportunities

FORECASTING: AI-powered demand prediction to optimize grid operations
PERSONALIZATION: Tailored energy insights for customer segments
AUTOMATION: Streamline 65% of routine operational processes
ANALYTICS: Develop AI models for preventative grid maintenance
EXPERIENCE: Create conversational AI interfaces for customer service

Threats

COMPETITORS: Tech giants developing superior energy AI solutions
BIAS: Potential for inequitable outcomes from AI decision systems
PRIVACY: Customer concerns about data usage in AI applications
COMPLEXITY: Regulatory uncertainties regarding AI in critical infra
DEPENDENCE: Over-reliance on AI systems without proper fallbacks

Key Priorities

PLATFORM: Build unified AI-powered energy management ecosystem
EXPERIENCE: Create intuitive AI interfaces for customer engagement
OPERATIONS: Implement predictive AI models for grid optimization
TALENT: Develop AI capabilities across product organization

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AI Disclosure

This report was created using the Alignment Method—our proprietary process for guiding AI to reveal how it interprets your business and industry. These insights are for informational purposes only and do not constitute financial, legal, tax, or investment advice.

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Alignment LLC specializes in AI-powered business analysis. Through the Alignment Method, we combine advanced prompting, structured frameworks, and expert oversight to deliver actionable insights that help companies understand how AI sees their data and market position.