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“Best Practice Awards”
         SharePoint®




               New Harquahala Generating Company, LLC
                            Presented By,
                       Dean Motl Plant Manager


1
      CTOTF Conference April 11- 14, 2011
Success



               “Energy is just organized lightning”

                          George Carlin




2
    CTOTF Conference April 11- 14, 2011
Plant Name: New Harquahala Generating Co. LLC

             Plant Owner: MachGen Holdings LLC

       Plant Asset Manager: Competitive Power Ventures

              Plant O&M Company: NAES Corp.

          Plant Personnel Submitting Best Practice:

                           Dean Motl




3
    CTOTF Conference April 11- 14, 2011
New Harquahala Generating




     1092 MW natural gas-fired combined-cycle facility,
      65 miles west of Phoenix.


     Three 1x1 combined-cycle trains (“Unit(s)”) and
      commenced commercial operations in September
      2004. The plant sells its capacity and energy into
      the WECC market.
4
            CTOTF Conference April 11- 14, 2011
New Harquahala Generating




     Since care custody and control the facility had identified that there was a
       definitive opportunity for improvement with plant wide communication and
       document control. After conducting internal discussions on both topics, the
       management team decided to use “technology” to assist them in goal
       attainment.
         The plant is a pure merchant generation facility, which operates in the very
           competitive market in the southwest US and as such needs to employ as many cost
           control mechanisms as possible.
         This approach results in a lean staff of highly qualified personnel that have to work as
           efficiently as possible to achieve the targeted performance that allows them to
           compete.

5
                  CTOTF Conference April 11- 14, 2011
New Harquahala Generating




     After conducting a review of available options the team decided to develop
       a facility dedicated “Share Point®” (SP) site.



     The goal of the site was to establish a centralized information hub that
       would incorporate document storage as well as provide a communication
       interface which was user friendly and reliable.




6
                 CTOTF Conference April 11- 14, 2011
New Harquahala Generating



       Some of the primary benefits to SP are:
            Simplified query tools for locating documents.
                Allows all personnel to easily obtain technical and administrative documents.
            Ensures that all documents are archived in one location with consistency.
            Security of information storage.
                All files are backed up both locally and remotely on servers every 10 minutes.
                Hierarchy of user rights that allow for easy management of document security.
            Integrated web features allow the plant to move closer to a paperless work environment.
            Centralized file storage, which allows a single file to be accessed from multiple links on the same website.
            Integrated version control that eliminates multiple revision copies of the same document (Time Machine).
            Site specific required reading, polling and voting interface.
            Encrypted remote access for corporate management.
            Low cost of implementation.
            You don’t have to be an IT guru.


7
                       CTOTF Conference April 11- 14, 2011
New Harquahala Generating


                                                  Department/ Topic
                                                  Specific Tabs




     The plant decided to use its internal resources and sent two department heads to SP
       training and brought in a SP consultant/ trainer for 1 week to facilitate the initial site
       architecture and layout. Once that was accomplished the team began the
       development of the topic/ department specific web pages (Figure 1)




8
                    CTOTF Conference April 11- 14, 2011
New Harquahala Generating




     Site configuration used links; allows for single document control with multiple location
       access.
          Prevents multiple copies of the same document and allows all users to access information
              within 3 clicks of the mouse once SP is accessed through the web browser.

         Example of file
         links




9
                           CTOTF Conference April 11- 14, 2011
New Harquahala Generating


                                                                          Document version
                                                                          number

      The versioning feature (FigureOne click access to one of the more powerful tools, as it
                                     version history is
                                      3) of SP
         eliminates the need to save multiple version copies of files that are frequently edited
         by several parties and allows users to access previous versions of the file and
         recover historical document information that otherwise would be lost.




10
                     CTOTF Conference April 11- 14, 2011
New Harquahala Generating




      Document security was addressed, vital documents that
       a power plant must retain are protected.
         SP networks are easy to back up.
         Easy document access control and fully customizable
          permissions. Specific rights can be assigned down to the
          document level.
         Puts more control at the plant level and away from the IT
          contractor.

11
                CTOTF Conference April 11- 14, 2011
New Harquahala Generating




      SP has the ability to set up surveys, polls, and read
     Required reading
     acknowledgment
         acknowledgement reports. SP completely replaced our “Required
         Reading” program.
            With the tools that are available on SP the administrator can easily post a
                survey, poll or read acknowledgment link (Figure 4). In the case of the
                read acknowledgment function SP maintains an electronic roster of all
                employees who have read and acknowledged information.
           Note: This is not intended to replace formal face to face procedure review
                and training but does provide excellent documentation of communication.



12
                      CTOTF Conference April 11- 14, 2011
New Harquahala Generating




        SP development took 6 months, 300 man-hours split between two department heads.
        Time saving recovery within 12 months of implementation.
        Ancillary benefits have already been realized.
           Corporate and ownership structure given remote access to SP has reduced file and
              information request.
                 Less document sharing via email.
           Two different regulators conducting routine inspections were very impressed with ease of
              information.
                 Both commented on the significant time savings with presenting documentation, and
                   agreed that SP demonstrated that the facility was committed to a culture of compliance
                   by ensuring that regulatory documentation was kept orderly and easily accessible to the
                   plant personnel.


13
                      CTOTF Conference April 11- 14, 2011
New Harquahala Generating




        In summary, the plant feels that this project will provide long term benefits with all aspects of
         communication and document control. It will support the desired goal of centralized electronic
         storage and archiving of critical data and promote efficiency for the team. By taking ownership
         with the development, design and layout of the site, the team has customized a tool that fits their
         specific needs, without trying to force a canned product to fit what they were trying to achieve.




14
                       CTOTF Conference April 11- 14, 2011
Vast Customization and Versatility Potential




     •Two Principles of SharePoint to Remember
         •The 3 Clicks Principle! (Folders ruin efficiency)
         •Meta Data is your own personal file manager



15
                CTOTF Conference April 11- 14, 2011
Using SP to Manage and Organize Work




16
      CTOTF Conference April 11- 14, 2011

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SharePoint Teamsite Build

  • 1. “Best Practice Awards” SharePoint® New Harquahala Generating Company, LLC Presented By, Dean Motl Plant Manager 1 CTOTF Conference April 11- 14, 2011
  • 2. Success “Energy is just organized lightning” George Carlin 2 CTOTF Conference April 11- 14, 2011
  • 3. Plant Name: New Harquahala Generating Co. LLC Plant Owner: MachGen Holdings LLC Plant Asset Manager: Competitive Power Ventures Plant O&M Company: NAES Corp. Plant Personnel Submitting Best Practice: Dean Motl 3 CTOTF Conference April 11- 14, 2011
  • 4. New Harquahala Generating  1092 MW natural gas-fired combined-cycle facility, 65 miles west of Phoenix.  Three 1x1 combined-cycle trains (“Unit(s)”) and commenced commercial operations in September 2004. The plant sells its capacity and energy into the WECC market. 4 CTOTF Conference April 11- 14, 2011
  • 5. New Harquahala Generating  Since care custody and control the facility had identified that there was a definitive opportunity for improvement with plant wide communication and document control. After conducting internal discussions on both topics, the management team decided to use “technology” to assist them in goal attainment.  The plant is a pure merchant generation facility, which operates in the very competitive market in the southwest US and as such needs to employ as many cost control mechanisms as possible.  This approach results in a lean staff of highly qualified personnel that have to work as efficiently as possible to achieve the targeted performance that allows them to compete. 5 CTOTF Conference April 11- 14, 2011
  • 6. New Harquahala Generating  After conducting a review of available options the team decided to develop a facility dedicated “Share Point®” (SP) site.  The goal of the site was to establish a centralized information hub that would incorporate document storage as well as provide a communication interface which was user friendly and reliable. 6 CTOTF Conference April 11- 14, 2011
  • 7. New Harquahala Generating  Some of the primary benefits to SP are:  Simplified query tools for locating documents.  Allows all personnel to easily obtain technical and administrative documents.  Ensures that all documents are archived in one location with consistency.  Security of information storage.  All files are backed up both locally and remotely on servers every 10 minutes.  Hierarchy of user rights that allow for easy management of document security.  Integrated web features allow the plant to move closer to a paperless work environment.  Centralized file storage, which allows a single file to be accessed from multiple links on the same website.  Integrated version control that eliminates multiple revision copies of the same document (Time Machine).  Site specific required reading, polling and voting interface.  Encrypted remote access for corporate management.  Low cost of implementation.  You don’t have to be an IT guru. 7 CTOTF Conference April 11- 14, 2011
  • 8. New Harquahala Generating Department/ Topic Specific Tabs  The plant decided to use its internal resources and sent two department heads to SP training and brought in a SP consultant/ trainer for 1 week to facilitate the initial site architecture and layout. Once that was accomplished the team began the development of the topic/ department specific web pages (Figure 1) 8 CTOTF Conference April 11- 14, 2011
  • 9. New Harquahala Generating  Site configuration used links; allows for single document control with multiple location access.  Prevents multiple copies of the same document and allows all users to access information within 3 clicks of the mouse once SP is accessed through the web browser. Example of file links 9 CTOTF Conference April 11- 14, 2011
  • 10. New Harquahala Generating Document version number  The versioning feature (FigureOne click access to one of the more powerful tools, as it version history is 3) of SP eliminates the need to save multiple version copies of files that are frequently edited by several parties and allows users to access previous versions of the file and recover historical document information that otherwise would be lost. 10 CTOTF Conference April 11- 14, 2011
  • 11. New Harquahala Generating  Document security was addressed, vital documents that a power plant must retain are protected.  SP networks are easy to back up.  Easy document access control and fully customizable permissions. Specific rights can be assigned down to the document level.  Puts more control at the plant level and away from the IT contractor. 11 CTOTF Conference April 11- 14, 2011
  • 12. New Harquahala Generating  SP has the ability to set up surveys, polls, and read Required reading acknowledgment acknowledgement reports. SP completely replaced our “Required Reading” program.  With the tools that are available on SP the administrator can easily post a survey, poll or read acknowledgment link (Figure 4). In the case of the read acknowledgment function SP maintains an electronic roster of all employees who have read and acknowledged information. Note: This is not intended to replace formal face to face procedure review and training but does provide excellent documentation of communication. 12 CTOTF Conference April 11- 14, 2011
  • 13. New Harquahala Generating  SP development took 6 months, 300 man-hours split between two department heads.  Time saving recovery within 12 months of implementation.  Ancillary benefits have already been realized.  Corporate and ownership structure given remote access to SP has reduced file and information request.  Less document sharing via email.  Two different regulators conducting routine inspections were very impressed with ease of information.  Both commented on the significant time savings with presenting documentation, and agreed that SP demonstrated that the facility was committed to a culture of compliance by ensuring that regulatory documentation was kept orderly and easily accessible to the plant personnel. 13 CTOTF Conference April 11- 14, 2011
  • 14. New Harquahala Generating  In summary, the plant feels that this project will provide long term benefits with all aspects of communication and document control. It will support the desired goal of centralized electronic storage and archiving of critical data and promote efficiency for the team. By taking ownership with the development, design and layout of the site, the team has customized a tool that fits their specific needs, without trying to force a canned product to fit what they were trying to achieve. 14 CTOTF Conference April 11- 14, 2011
  • 15. Vast Customization and Versatility Potential •Two Principles of SharePoint to Remember •The 3 Clicks Principle! (Folders ruin efficiency) •Meta Data is your own personal file manager 15 CTOTF Conference April 11- 14, 2011
  • 16. Using SP to Manage and Organize Work 16 CTOTF Conference April 11- 14, 2011