ABB Roadshow - Westpoint, NE 6-27-13 Technology Planning

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Presentation given at CCPPD in West Point NE at an ABB Roadshow

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ABB Roadshow - Westpoint, NE 6-27-13 Technology Planning

  1. 1. Smart Grid for Small Utilities 11 Mike Tao MTao@BoreasGroup.us (720) 635-8347 Robert Sarfi Rsarfi@BoreasGroup.us (720) 220-6213 Making Smart Grid Work Advanced Utility Technology Roadmap June 27, 2013 Smart Grid Technology Fair West Point, Nebraska
  2. 2. Smart Grid for Small Utilities 2 Agenda 1. Introduction 2. A New Utility Paradigm 3. Technology Roadmap 4. Roadmap Development 5. Observations and Lessons Learned 6. Questions and Answers
  3. 3. Smart Grid for Small Utilities 3 1. Introduction
  4. 4. Smart Grid for Small Utilities 4 Boreas Group Boreas Group is a Denver based management consulting firm with extensive experience in providing strategic planning, process re-engineering, and technology solutions to utilities in North America. “Our consulting methodology is driven by realization of business benefits. We work with our clients to identify the complete solution……”
  5. 5. Smart Grid for Small Utilities 5 2. A New Utility Paradigm
  6. 6. Smart Grid for Small Utilities 6 Convergence of Technology Industry Deployment Trend Smart Grid Functions
  7. 7. Smart Grid for Small Utilities 7 Changing Technology Profile Hardware costs falling • Today’s standard desktop configurations support T&D applications Less software customization • Software cost is falling • More focused and configurable package • Cloud based computing More integration • Web-enabling applications • Customers refuse islands of automation Data costs falling • Industry more efficient in converting paper records and migrating digital data GTM Media Networked Grid Report Vendor Options
  8. 8. Smart Grid for Small Utilities 8 3. Technology Roadmap
  9. 9. Smart Grid for Small Utilities 9 Technology Roadmap Elements Performance Benchmark Opportunity Assessment 1. Performance Benchmarking - Assess strengths and weakness of technology deployed and used to attain work efficiencies. 2. Opportunity Assessment - Identify opportunity to upgrade and deploy additional technology to improve work efficiency and customer satisfaction. 3. Implementation Plan - Develop a high level plan for technology refresh and deployment with considerations of short term (<180days), medium term (<2 years), and long term (2 to 5 years) time horizon. 4. Risk Mitigation – Conduct assessment to enable effective implementation risks management. 5. Technology Charter - Establish technology organizational and OCM requirements to support the deployment of the Technology Roadmap recommendations. 6. Performance Validation - Establish high level Key Performance Indicators (KPIs) and responsibilities.
  10. 10. Smart Grid for Small Utilities 10 Technology Phasing Asset Management • Landbase / Mapping • Asset Information • Facility Design • Real Time Operations • Outage Response • Mobile Workforce Management • Managing Work and Material • System / Circuit Analysis Customer Management • Customer Web Portal / Self Serve • Social Media Smart Grid Paradigm • Advance Metering Infrastructures • Distribution Management • Customer Empowerment Sample Technology Phasing
  11. 11. Smart Grid for Small Utilities 11 Sample Roadmap Table of Contents 9.3.2 PEOPLE 46 9.3.3 TECHNOLOGY 47 9.4 SW OT ANALYSIS 48 10. ROADM AP 51 10.1 APPLICATION ARCHITECTURE PHILOSOPHY 55 10.2 CLOUD COM PUTING 58 10.3 RECOM M ENDED OPTION 59 10.4 M AINTAINING RP3 RATING W ITH THE RECOM M ENDED OPTION 63 10.5 SUM M ARY OF IM PLEM ENTATION OPTIONS CONSIDERED 63 10.6 SCHEDULE 69 10.7 CYBERSECURITY 75 10.8 KEY PERFORM ANCE INDICATORS 76 10.9 CUSTOM ER OUTREACH 78 11. PROCESS IM PROVEM ENT 81 11.1 LINE ASSET DESIGN – BUILD M ANAGEM ENT 81 11.2 SYSTEM AND M AINTENANCE PLANNING 83 11.3 VEGETATION M ANAGEM ENT 86 11.4 W ORK M ANAGEM ENT 88 12 ORGANIZATIONAL REDESIGN 90 12.1 GOVERNANCE 90 12.1.1 TECHNOLOGY SERVICE GOVERNANCE FRAM EW ORK 91 12.1.2 TECHNOLOGY GOVERNANCE COM M ITTEE 93 12.3.1 DECISION M AKING 93 12.1.3 CHANGE CONTROL BOARD 94 12.1.4 POW ER-USERS 95 12.1.5 M AJOR PROGRAM / PROJECT COORDINATION 96 12.1.6 TECHNOLOGY CAPITAL AND O&M EXPENDITURE BUSINESS CASE DEVELOPM ENT PROCESS 96 12.1.7 USER SUPPORT AND SERVICE LEVEL AGREEM ENT 97 12.1.8 USER TRAINING 97 12.2 OCM PLAN 97 12.2.1 TECHNOLOGY FAIR 101 12.3 ORGANIZATIONAL RECOM M ENDATIONS 102 12.3.1 FOUR DAY W ORK W EEK 102 12.3.2 W EB DEVELOPM ENT, CONTENT, AND SOCIAL M EDIA 102 12.3.3 BILLING DEPARTM ENT AND IT 102 12.3.4 IT/OT CONVERGENCE 103 13. RISKS 104 14. CONCLUSION 106 APPENDIX A – ACRONYM S 108 Appendix B – Current A pplication List / Stand Based Integration 110 1. INTRODUCTION 1 1.1 APPROACH 3 1.2 CONTEXT 6 1.3 THE COST OF INACTION: W HY CHANGE 6 1.4 REPORT ORGANIZATION 7 2. GUIDING PRINCIPLES 9 3. TRIGGERING CHANGE 10 4. THE CORNERSTONE OF THE ADVANCED UTILITY: ASSET M ANAGEM ENT 11 4.1 CENTRAL DATA STORE 13 4.2 DATA DEPENDENCIES 14 4.3 ENTERPRISE SERVICE BUS - ESB 15 5. DEFINING BOUNDARIES 17 5.1 GEOGRAPHIC INFORM ATION SYSTEM (GIS) 17 5.2 W ORK M ANAGEM ENT SYSTEM (W M S) 20 5.3 COM PUTERIZED M AINTENANCE M ANAGEM ENT SYSTEM (CM M S) 22 5.4 OUTAGE M ANAGEM ENT SYSTEM (OM S) 23 5.5 DISTRIBUTION AUTOM ATION (DA) / SCADA 24 5.6 ADVANCED M ETERING INFRASTRUCTURES (AM I) / SM ART M ETER 25 5.7 EM ERGING TRENDS 27 5.8 SUPPORTING SYSTEM S 27 6. DATA QUALITY 28 6.1 CONVERSION / M IGRATION 28 6.2 ON GOING M AINTENANCE 28 6.3 FACETS OF DATA QUALITY 29 6.4 TYPICAL DATA ISSUES 31 6.5 DATA QUALITY REQUIREM ENTS – AN ILLUSTRATED EXAM PLE 32 7. CURRENT GAPS 34 7.1 SGM M ASPIRATIONS W ORKSHOP SUM M ARY 34 7.2 SYSTEM S GAPS 35 7.3 BOREAS IDENTIFIED GAPS 36 8. DEFINING VALUE 38 9. QUALITATIVE ASSESSM ENT 40 9.1 SYSTEM S ENVIRONM ENT 40 9.2 PERCEPTIONS 41 9.3 PEER COM PARISON 43 9.3.1 PROCESS 45 9.3.2 PEOPLE 46
  12. 12. Smart Grid for Small Utilities 12 4. Roadmap Development
  13. 13. Smart Grid for Small Utilities 13 Deployment Risk Profile
  14. 14. Smart Grid for Small Utilities 14 Roadmap Development The Technology Roadmaps are typically developed in 5 steps: Step1 Preparation and Initiation: Project preparation and information collection. Step 2: Planning: Identify project stakeholders and schedule interviews and workshops. Step 3: Interviews and Workshops: This task consists of a series of on-site interviews and workshops focusing on current work processes, technology usage, and resource allocation. Step 4 Analysis, Synthesis, and Development: Development of the Technology Roadmap based on team’s analysis of discussions and workshops conducted with client staff. Step 5 Roadmap Presentation: The Boreas Group team will present the Technology Roadmap to client and to formally transition the ownership of the maintenance and update of the Roadmap. POLK BURNETT ELECTRIC COOPERATIVE TECHNOLOGY PLAN April 2010 CONFIDENTIAL This document is CONFIDENTIAL and is furnished in connection with the Technology Plan developed by Boreas Group LLC for Polk Burnett Electric Cooperative (PBEC). This document constitutes and contains proprietary information of Polk Burnett and Boreas Group LLC, and shall not be disclosed in whole or in part to any third party or to any employees other than those who have a need to know its contents, and shall not be duplicated or used for any other purpose than this study. Disclosure of this document to third parties without written consent by Polk Burnett and Boreas Group LLC is strictly forbidden. POLK BURNETT ELECTRIC COOPERATIVE TECHNOLOGY PLAN April 2010 CONFIDENTIAL This document is CONFIDENTIAL and is furnished in connection with the Technology Plan developed by Boreas Group LLC for Polk Burnett Electric Cooperative (PBEC). This document constitutes and contains proprietary information of Polk Burnett and Boreas Group LLC, and shall not be disclosed in whole or in part to any third party or to any employees other than those who have a need to know its contents, and shall not be duplicated or used for any other purpose than this study. Disclosure of this document to third parties without written consent by Polk Burnett and Boreas Group LLC is strictly forbidden. POLK BURNETT ELECTRIC COOPERATIVE TECHNOLOGY PLAN April 2010 CONFIDENTIAL This document is CONFIDENTIAL and is furnished in connection with the Technology Plan developed by Boreas Group LLC for Polk Burnett Electric Cooperative (PBEC). This document constitutes and contains proprietary information of Polk Burnett and Boreas Group LLC, and shall not be disclosed in whole or in part to any third party or to any employees other than those who have a need to know its contents, and shall not be duplicated or used for any other purpose than this study. Disclosure of this document to third parties without written consent by Polk Burnett and Boreas Group LLC is strictly forbidden. Project Schedule Information Request Workshops Roadmap Report
  15. 15. Smart Grid for Small Utilities 15 15 Development Timeline Delivery Synthesis Workshops Workshop Preparation Planning Weeks 9-10Weeks 7-8Weeks 5-6Weeks 3-4Weeks 1-2 Off Site On Site Kick-off and Planning Sharing And Learning Building and Documentation Presentation And Validation Forming Teams, Research, and Scheduling
  16. 16. Smart Grid for Small Utilities 16 5. Observations & Lessons Learned
  17. 17. Smart Grid for Small Utilities 17 Critical Success Factors • Deliver a technology architecture that meets business needs • “Future-Proof” your technology investment • Provide a reliable technology environment • Deliver well defined and understood technology services and support • Ensure cost effective implementation and support • Ensure application and equipment compatibility • Effectively utilize technology to its full potential • Provide a framework that is enabled for growth Project Success Factors
  18. 18. Smart Grid for Small Utilities 18 Some Roadmap Challenges Organization / Resources and Management • Creating a sustainable Technology Charter. • Staffing and training – Address skill set to support technology suites. In-house vs. Outsource. • Managing investment and benefits validation – Identify small incremental deployment phases with benefit that can be quantified. • Getting the stakeholder on board – Organization Change Management. Technology • “Future-Proof” your technology investment • Customer Management and Asset Management applications are usually well tested. Smart technologies are not of the same maturity. • Deployment Staging – Consider financial, staffing, and stakeholder acceptance impacts. • Utilities need to assemble the vendor components and integration to realize their vision. Selecting The Right Team
  19. 19. Smart Grid for Small Utilities 19 6. Questions and Answers Change is coming at a rapid pace … Are you ready? Mike Tao MTao@BoreasGroup.us (720) 635-8347 Robert Sarfi Rsarfi@BoreasGroup.us (720) 220-6213

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