Roadmap for Oracle Utilities Operational Solutions Session CON 7811

(1)

(2)

Roadmap for Oracle Utilities

Operational Solutions

Session CON 7811

Brad Williams

, VP of Strategy, Oracle UGBU

September 30, 2014

(3)

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for

information purposes only, and may not be incorporated into any contract. It is not a

commitment to deliver any material, code, or functionality, and should not be relied upon

in making purchasing decisions. The development, release, and timing of any features or

functionality described for Oracle’s products remains at the sole discretion of Oracle.

(4)

Session Agenda

Key Operational Issues Facing Utilities Today

Oracle Utilities Operational Solutions to manage key issues

Utilities Operational Solutions & Roadmaps

• Grid/Network Operations

• Asset

• Workforce

• Customer Interaction

• Analytics

Next Steps and Questions & Answers

1

2

3

4

(5)

Industry Challenges Driving Utility Operational Solutions

Deliver affordable utility services to customers reliably,

cleanly, and safely

Customer Relationships

Aging Infrastructure and

_{Business Transformation}

Climate Change,

Environmental, and

Regulatory

Conservation and

Sustainable Growth

Revenue/Costs/Profitability

(6)

Utilities of

TODAY

Market drivers undercutting business model

Utilities of

TOMORROW

Innovation drives business model

The pace of

CHANGE

Tomorrow’s utility now

(7)

Utilities of TODAY: Run the business approaches

Reactive

• _{Delayed response}

• _{Operational anomalies}

• _{Compromised safety}

• _{Dissatisfied customers}

Traditional operational work process is not sustainable

TAKE AWAY

Field Crews

Customer

Weather

Events

Regulatory

AMI Meter

& Sensor Data

Assets

Disparate

Systems

(8)

Utilities of TOMORROW: Innovation drives business

Interoperability

Proactive & Prescriptive

• _{Optimized workflow}

• _{Exceptional service}

• Prevents cost & error

• Mitigates operational risks

Interoperability is the key to problem solving

TAKE AWAY

8

Field Crews

Customer

Weather

Events

Regulatory

Meter & Sensor

Data

Assets

(9)

Utilities Platform enabling the Digital Utility

Customer

Analytics

Grid/Network

• Outage Management

• Distribution

Management

Work & Asset

• Asset Management

• Workforce Management

(10)

GIS

Utility solutions integration: Working together

Automated business processes & information management

Financials

Outage Care

Field Work

Order to Bill

Outage Operations

Project Management

Outage Repair

Meter to Cash

Service Order Management

Device Operations

Released

Roadmap

Customer

Metering

Work & Asset

Grid/Network

• Process driven

• Standard architecture

• Extensible flows

• URM defined

• Upgradeable & open

Analytics

SCADA

Bill Print

Meter Commands

(11)

Oracle Utilities Network Management System

• Minimize outage impact

• Safely connect & operate with

distributed energy resources

• Lower cost by conserving energy

• Accelerate productivity,

preparedness & safety

• Effectively communicate with

customers

Powerflow Management

Switching Management

Storm Management

Automated Restoration

Fault Location

Volt/Var Optimization

Feeder Management

Outage Management

(12)

Grid/Network operations & IT/OT convergence

SCADA

Smart Meters &

Device Sensors

Mobile Workforce

Management

Customer

GIS

(Electric Facilities & Attribute

Information)

Analytics

Asset & Device

Management

Web Portal

(Social media/Smart phones)

Oracle Utilities

Network Management

System

(13)

Utility solutions integration: IT & OT working together

Oracle Utilities Network Management System

• Outage prediction

• Dispatch/Tracking

• Customer status

• Major event management

Outage Management

• Switch plans / tagging

• Powerflow analysis with DER/DG

• Fault locations and Volt-Var / CVR

• Predictive / Self healing

Grid Optimization

• Field device interaction

• DR/DER Interaction

• Distributed grid management

• Microgrid interaction

Emerging Requirements

Real-time Network Model

Computer-aided design

Manual / One-lines

GIS

Planning system

Field operations & Mobile

Distributed generation & remote sensor/controls

SCADA

AMI & Demand side management/demand response

Customer interaction & reports

(14)

NMS

Roadmap – Investment Themes

Next 12 months

Network Management System V1.12

• Training Simulator

• Damage Assessment

• CVR

Network Management System V1.12

SP2

• DataRaker TLM and QA/QC process

• Advanced DER/DG Models

• DER/DG Forecast Input

• Additional Damage Assessment

• OEM Management Pack

Analytics V2.5.1

• ODI/GG

• Expanded Outage Analytics

Dashboards

Analytics V2.5.1 SP

• Additional Outage and

Distribution Management

Dashboards

• Expanded Schemas

Network Management System V2.3

• Integration to Historian

• Interoperable SCADA Vendor Support

• Demand Response Integration

• End Element Voltage Integration

• Improved High Availability

• N-1 Contingency Analysis

• Temporal Network Models

• Protection Zone Violations

Mobile Workforce Management

Integration

• NMS-MWM Fieldwork

Integration for Crew

Assignment, field updates, and

Switching

Network Management System V1.12

SP1

• VVO multiple objectives closed-loop

• Support for ODI/GG

14

Next 12-18 months

We are

here

(15)

Recent: Training Simulator

• Design specific training scenarios

• Provide hands on preparation for real

life grid operations

• Track trainees actions in real time

• All OMS functionality available

• Automates processes for system

implementation tests

(16)

• Minimize loss & reduce demand

• Operational modes:

• Automatic

–

Closed loop support

–

Automatically runs/executes

• Manual

–

Automatically runs

–

Results presented to user in switch sheet

• Actions may include:

• Capacitor status

• Regulator settings

• Substation low side voltage

• Power transformer LTC settings

Recent:

Volt/var optimization – CVR

(closed loop control)

(17)

Future: Advanced DG Modeling

At every transformer (or load point)

True Load

PV Gen

Sum

Wind Gen

Sum

Battery Storage

Sum

Other DER

Sum

PV Gen

_…

PV Gen

₂

PV Gen

₁

Battery

Storage

₁

Battery

Storage

₂

Battery

Storage

Wind

Gen

₂

Wind

Gen

₁

Wind

Gen

Other

DER

₁

Other

DER

Other

DER

₂

Each type of DER

has its own

generation

model/schedule

derived from

customer DER

records & specific

class models

True load model is

derived from

aggregated net metered

AMI Loads less the sum

of the DG load shapes

(18)

Oracle Utilities Work & Asset Management

18

• Reducing process & infrastructure

weaknesses

• Identify capital planning priorities

• Increasing proactive work levels

• Boost productivity via resource

planning & scheduling

Inventory Control

Procurement

Assets

Work Management

Operational Accounting

(19)

Capabilities & workflows: Time to value

• Full deployment typically in 12 months or less

• Exceptional on-time on-budget track record

• Active customer run users group sharing best practices

• Low-cost upgrades typically completed by customer

(service patches, single fixes)

• Configuration based architecture stored in the database

• Stored data not affected by database structure upgrades

(20)

Current: World-class predictive maintenance strategies

(21)

Lifecycle management of Field-based

microprocessor-based based devices

• Smart grid devices (Meters, Field

Sensors, controls and

communication

equipment, Substation devices,

Beyond meter devices

• Configuration and compliance

management:

• Firmware Updates

• Security Patches

• Support Governance and

Current: Oracle Utilities Operational Device Management

Receipt

Inspections

Operational

Device

Management

Install,

Remove

or

Exchange

Configuration

Compliance

Firmware

Updates

Device

Location

Cycle

Inspections

Shipments

from ERP

Device

Inspections

Head End

System

(22)

Following 12 months

WAM Roadmap – Investment Themes

Work and Asset Management V2.1

• Work, Asset, Inventory, Purchasing

• Inclusion of ODM functionality

• Mobile (including MWM integration)

• GIS integration

• ERP integration

• Accessibility

Work and Asset Management V2.2

• Property Management

• Construction Work Management

• Enhanced ODM functionality

• Primavera integration

• APT asset failure/PM integration

• DataRaker integration

WAM v1.9 Future Service Packs

• Customer Enhancements

• APT asset failure/PM integration

• SP 1.9.1.3, SP 1.9.1.4, SP 1.9.1.5

Work and Asset Management 1.9.1.2

• Leave Request Enhancements

• Benchmark and Change Request views in Asset

• PM Failure Code additions

Next 12 months

Work and Asset Management V1.9.1.1

• Work and SR Status Processing

• Certification of IE10, ArcGIS 10

• P6 Integration Enhancements

• Enhanced Task Search Capabilities

• BPO Limit Warnings

We are

here

Business Intelligence V2.6

• Asset performance analytics

• PM plan execution analytics

• Planning & scheduling effectiveness

• Supply chain service levels

(23)

Recent:

Automatic Calculation of Asset Total Health

Multiple assessments are used to calculate a total asset condition score

3.57

• Observational – 20%

• Predictive – 50%

• Performance – 30%



Thermography – 50%



Vibration – 50%



Appearance– 40%



Containment – 60%



Pump Curve Test –100%

Assessment Category

Types of Assessments

Total Asset Score

• WAM delivers a

more reliable

view of asset

health

(24)

Recent:

Support for Asset Repair / Replace Decisions

Additional Features to support capital planning

(25)

Future: EPRI/APT failure rates for asset investment planning

• Address investment & risk while balancing financial

objectives

• Allocate resources to provide higher levels of

customer service & reliability

Efficiency

Asset

Management

& Analytics

Effectiveness

• Communicate return on asset investment in

terms of customer value & risk avoidance

• Data & knowledge tools manage conflicting

objectives

Customer service & reliability

Rate value

Asset criticality

Network security

Consequence of failure

Optimized CAPEX / OPEX

Improved ROI

Increased shareholder value

Optimized business capabilities

(26)

Oracle Utilities Mobile Workforce Management

26

• Improve the speed & efficiency of

short and long cycle work

• Reduce field costs while improving

customer service

• Coordinate dispatch, call center &

mobile resources in real time

• Complete high priority work the

right way the first time

Dispatching

Mobile

Resource Planning &

Scheduling

(27)

Resource Planning and Scheduling (RPS)

Common Dispatching Functionality (CDF)

• Comprehensive resource setup

(resources, vehicles, crews, shifts,

POU’s)

• Optimal schedules based on notional

cost (overtime, proximity, service area,

service levels, other cost goals)

• Internal & contractor resources

• Web browser based dispatcher interface

• Modern usability paradigm - context

driven KPI’s, color classified activity

status, & alerts hierarchies

• Geographic map view

• Exception-based dispatching

• Best practice workflows for field

resources using a wide variety of mobile

devices

• Secure asynchronous communication

• Store & forward for disconnected

completions when necessary

Mobile Communication Platform (MCP)

Oracle Utilities Mobile Workforce Management

(28)

Current: Appointment Booking

1:00

pm

(9:30

am)

(12:00

pm)

(2:30

pm)

(5:00

pm)

3:00

pm

11:00

am

9:00

am

Available Time Windows

06-08

08-10

10-12

12-14

Monday

Tuesday

Wednesda

y

Thursday

Friday

06-08

08-10

10-12

12-14

06-08

08-10

10-12

12-14

06-08

08-10

10-12

12-14

06-08

08-10

10-12

12-14

28

• Maximize availability & type of appointments

• Ensure efficient routing

• Continually automate prioritization versus

resources prioritization versus resources

(29)

• Higher accuracy for

customers

• Faster process to

confirm availability

• Offer time-windows

as premium service

• Manage asset

availability

Real-Time Gantt

• Unassigned or

otherwise important

activities

• Customizable search

criterias

Activities

• Real-Time alerts for

Activities or Assets

• Configurable Alerts

based on schedule,

geofencing, events,

etc.

Alerts

• Schedule health

indicators. e.g.

Missed

Appointments,

Arriving Late, etc.

• Configurable

KPIs

• Real-Time GPS

Tracking

• Street level route

display

• Pending work display

• Geographic area

display

Map

(30)

MWM

Roadmap

Next 12 months

Mobile Workforce Management V2.2

• Long Cycle Work

• Contractor Management

• Connected Mobile Communications Platform

(no install)

Mobile Workforce

Management V2.2 SP1

• Common utility forms

• Site matching

• Speed time windows

• Real time traffic interface

Mobile Workforce

Management UPK

• 2.2 Updates

Analytics V2.5.2

• MDM ETL migration

• MWM ETL migration

Mobile Workforce Management V2.3

• OUAF 4.3, ILM

• Map enhancements

• Parts Based Scheduling

• O&G

Mobile Communications

Platform

• New architecture, interface

• Disconnected iOS, HTML5

Mobile Workforce Management V2.1 SP6

• Platform updates

• Rollup of bug fixes

Mobile Workforce

Management V2.2 SP2

• Usability

• Mobile Content

• Gantt

• Integrations

30

Next 12-18 months

We are

here

(31)

Recent:

Connected Mobile Communications Platform

• Mapping and GPS

integrated functions

• Can use device maps

or get from server

with custom driving

directions

GPS and Map

• Runs on most

platforms including

smartphones and

ruggedized devices

Device Agnostic

• May execute and

complete work

offline. Syncs back to

base when gets

signal.

• May capture content

as pictures, barcodes

or signatures

Offline

• Text communication

between driver and

dispatcher - reduce

the need for voice

(32)

Work Allocation Models

• SHIFT BASED

– Contractor resources

are managed within MWM

9am 6pm

Ringo

George

Paul

9am 6pm

Ringo

9am 6pm

George

6 HOURS

8 HOURS

Install Meter @ 200

Main Street

Install Meter @ 200

Main Street

• CAPACITY BASED

– Contractor resources

are managed outside of MWM. Work

capacity per contractor group managed

in MWM (i.e. Contractor A can accept

200 hours of work).

(33)

Future:

Additional Mobile Workforce Innovation

Big Data Analytics

Aligning to Mobile Innovation

Usability

• Gathering new sources of data sets

which can impact operational efficiency

• Capacity, Demand, Weather, Sensor,

Geospatial, Temperature, Vibrations,

Usage

• Solving for seasonality, predicting

program demand, predictive

maintenance, regional variations

analysis

• Utilize native features of the devices (i.e.,

signature capture)

• Location-based knowledge: real-time

traffic, visualization (i.e., network

diagrams, repair instructions), augmented

reality

• Collaboration between mobile users and

knowledge workers

• Wearables

• Biometrics and Field Condition Sensors/IoT

• Address next generation of workers

Crew Social Media

• Alternate modes of interacting with

application (i.e., actionable map)

• Knowledge management –

multi-directional provision of visual, audio,

sensor, corporate, crowd sourcing,

and location-based information

(34)

Customer Interaction with Operational Solutions

Oracle Utilities Customer Self Service

(35)

(36)

(37)

(38)

(39)

Operational Excellence with Prescriptive analytics in core business processes

Oracle Utilities Analytics & DataRaker Cloud Services

Asset

Attributes

Weather

Data

Sensor

Data

…all other

data sources

Capture Data

Field Service System

Network Management System

Equipment Maintenance System

…

Analytic Outputs

Identifies possible faulty equipment

Integrate User Feedback

Process user comments

to refine algorithm for accuracy

& verify hypothesis

Feed to Other Transactional Systems

Investigation target list are directly sent

to other operational business processes

and systems

Oracle Dataraker Cloud

Analytic Processing

Combines event and

consumption analytics with

operational history and

equipment attributes

(40)

Accelerating Operational Innovation

Enabling the

Digital Utility

• Harness real-time data for continual

improvement

• Engage customers in more relevant

ways

• Leveraging storm proven solutions to

protect investments & people

• Increase productivity & proactive work

to maximize asset value

40

LOWER COST

SHORTER IMPLEMENTATION TIME

ORACLE UTILITIES

(41)

Questions

(42)

(43)