资料文稿成果aipm conf room pilot

1、AIPM TeamConference Room Pilot October 30, 20082 2 2 2 2 2 2 21Welcome2AIPM Project Timeline Update3Design Phase Accomplishments4Intent of the Conference Room Pilot5Set-up for Conference Room Pilot6AIPM Conference Room Pilot7Next Steps for the AIPM Team Build PhaseAIPM Design Phase Conference Room P

2、ilot Agenda & Welcome3 3 3 3 3 3 3 3 Engaged Subject Matter Experts from Electric and Gas Completed Analysis and Requirements: Business Processes Software Application Technical Architecture Selected Software Supplier Completed Initial Gas T/D/S, Electric T/D Project & Program Identification

3、Process Completed Budget Planning Process Identification Initiated Role / Job Title Inventory and Impact Analysis Engaged StakeholdersAIPM Project Timeline UpdateProject Timeline Train Users Rollout Change Management Plan Collect Data Deploy AIPM Process Deploy software Deploy to Stakeholders Comple

4、te Design Documentation: Configure Software Application Technical Architecture Design Software Configuration Perform Conference Room Pilot Complete Change Management Plans for Electric and Gas Engage Stakeholders Build Software Enhancements Test Software With Users Purchase and Install IT Infrastruc

5、ure Execute technical architecture plan Engage StakeholdersStakeholders include: Electric & Gas Project Managers/PlannersBudget / Finance ManagersDirectors/ExecutivesApprovalApprovalApprovalRequirementsJan Aug, 2008DesignAug Nov, 2008 Build 2009 Q1We are here Test 2009 Q2 Deploy 2009 Q34 4 4 4 4

6、 4 4 4Design Phase Accomplishments Designed REVEAL Configuration in Alignment with Client Aspirations Determined the Detailed Scope of the Budget Optimized by Reveal Software Redefined the Definition of Mandatory Work Defined a Consistent Client Planning Horizon Across Electric and Gas T & D Def

7、ined Projects, Programs and Portfolios Decided When to do a “Re-Optimization” in the Current Year Designed project import interfaces and SAP budget and order interfaces Designed reporting of funded and unfunded projects in the portfolios Designed detail for 24 RICEFsThe AIPM team has made numerous b

8、usiness rules and key design decisions. Some of these include:5 5 5 5 5 5 5 5Conference Room PilotIntent of the Conference Room Pilot:Demonstrate Reveal Software “out of the box”Demonstrate Priorities and Metrics in Reveal Configuration Demonstrate Risk Reduction and Mitigation of RiskDiscuss RICEF

9、design changes scheduled for Build PhaseFinalize the Design for Client Version of Reveal6 6 6 6 6 6 6 6Conference Room Pilot - SetupSet-up content for Conference Room Pilot Approximately 24 gas and electric projects from previous requirements demo were pre-seeded within Reveal and will be run throug

10、h the optimizerOne Electric Distribution project has been pre-filled in Reveal simulating Import from Legacy SystemReveal has been configured with Perspectives, Priorities, and some metrics to simulate the Client version.7Gas & Electric Perspectives Regulator Shareholder Employee Customer Commun

11、ity Local Government Agency Corporation Conference Room Pilot - Setup8Gas & Electric Priorities Rates Compliance Reliability Financial Performance Reputation Safety Environment CultureConference Room Pilot - Setup9Conference Room Pilot - SetupGas KPIsReduction in Commodity Cost Pipeline Capacity

12、Impact of new constructioncustomer satisfaction surveyStorage CapacityReduction in Maintenance Costs CurtailmentGreen House Gas Emissions customer hotline activitySystem balance KPI (receive from suppliers)Increased Sales Asset condition health (incl PCMR)Star Reportingbrand awarenessOSHA Reportable

13、 Gas QualityUnsafe Conditions Not ResolvedReportingMotor Vehicle Incident (MVI)PBROrganizational Readiness for Changecount of downersEIRPositive NPVTrust in Companyduration of downersNumber of Overdue InspectionsLegal Claims - SafetyTrust in Leadershipcount of code violationsSystem Operating Pressur

14、e - TransmissionLegal Claims - Fire RiskEmployee Engagementcount of delayed code 1 responsesNumber of System LeaksLegal Claims - OtherLeadership Alignment System Operating Pressure - DistributionLUAFNOVDecision MakingWithdrawal Capacity10 Conference Room Pilot - Setup Electric KPIsRMR AFUDCOSHA Repo

15、rtableN-2 Voltage Violation (TLOB)Organizational Readiness for ChangeCongestion (TLOB)TaxesMVIN-0 Reactive Margin (TLOB)Trust in CompanySystem average rateClass average rateLTIN-1 Reactive Margin (TLOB)Power QualityCommodity CostCustomer billSAIDI N-2 Reactive Margin (TLOB)CAIDIOperating costsRORSAI

16、FI ISO G1 N1 CriteriaERTMaintenance CostsPBR MAIFIISO SPSPower Quality (DLOB)DepreciationO&MCapacity DeficienciesCategory DCustomer SatisfactionIRRLegal Claims - SafetyN-1 Capacity DeficienciesSONGS Voltage Violation (TLOB)SAIDETTransmission ExpensesLegal Claims - Fire RiskN-0 Voltage Violation

17、(TLOB)Employee EngagementN-0 Capacity DeficienciesTACLegal Claims - OtherN-1 Voltage Violation (TLOB)Trust in LeadershipN-1 Capacity Deficiencies (DLOB)N-2 Capacity Deficiencies (TLOB)Asset Condition Health (CBM)11Weightings: Perspectives, Priorities & KPIsShareholder(12.5%)Regulator(12.5%)Emplo

18、yee(12.5%)Customer(12.5%)Agency(12.5%)Corporation(12.5%)Local Government(12.5%)Community(12.5%)Compliance(12.5%)Environment(12.5%)Safety(12.5%)Reputation(12.5%)Culture(12.5%)Reliability(12.5%)Culture(12.5%)Rates(12.5%)Legal Claims - Other(16.67%)Legal Claims Fire Risk (16.67%)Legal Claims Safety (16

19、.67%)Maintenance Costs(16.67%)Positive NPV(16.67%)PBR(16.67%)Conference Room Pilot - Setup 12121212Conference Room Pilot Highlights and SectionsIn the next several slides, a demonstration of the Reveal software will accompany the RICEF designs to provide the following: Import Projects to Reveal Prio

20、rity Info Priorities and Metrics, Identify Gap to be Mitigated Decision - Project Definition, Cash flows, Key Milestones, Relationships Effectiveness Metrics and Combined Risk Reduction Project Management Risks, Attaching Documents, Project Definition Report Batch Send to Prioritize Prioritize - Pro

21、ject Selection for Optimization Optimization with Min/Max Spend Constraints Capital Plan Dashboard, Project List, Budget Info, Risk Info, Pie Chart Reports and Interfaces Export the Optimized Plan Project Definition Report1313131313131313Category# Within AIPM RequirementsExamplesReports6 Project Def

22、inition Report Portfolio Optimization Report Audit ReportsInterfaces3 Legacy System/Legacy System to Reveal Financial budget and plan export Closed order import to RevealConversions2 Manual conversion of multi-year projects Manual conversion of project/program backlogExtensions13 Standard project te

23、mplate Cash Flow templateForms0 N/AWorkflows0 N/ADesign Phase RICEFsSoftware CustomizationThe AIPM team has selected software that fits closely with its requirements and has adopted the Business Transformation Program objective of low customization to keep implementation costs low14141414AIPM Confer

24、ence Room PilotImport Projects to RevealStep 1 Using the context of the interface diagram below, an electric distribution project is defined externally by the project initiator using Legacy System (I_2001).15151515AIPM Conference Room PilotImport Projects into Reveal Step 2 The electric distribution

25、 project is taken in through the extension to REVEAL to accept externally defined projects (E_4002).RequiredNot Required16161616AIPM Conference Room PilotImported Projects in Reveal Step 3 The electric distribution project shows up in REVEAL with data transferred from Legacy System Show Required Fie

26、lds vs. Optional Fill out the project definition information real timeA Short Demonstration: The Imported ProjectAIPM Conference Room PilotImport Projects to Reveal Project TypeMandatoryProjects and programs whose scope and execution timing is specifically stipulated for compliance with regulations

27、or codes of a regulatory or governmental body and work required by third party agreements.DiscretionaryA characteristic of a project or program that in its entirety or in part, has flexibility in its timeframe for execution with respect to schedule within acceptable risk level boundaries (Defined el

28、sewhere).BaseA type or category of project/program that represents a minimal amount of spend for a type of work or budget category. This work is not mandatory by definition but is treated as must do work. An example would be that there is a base amount of new business work whereby the utility has an

29、 obligation to serve.Refresher: A reminder on project type and terminology.18181818AIPM Conference Room Pilot Import Projects to Reveal Step 4a The enhancement to change project type is to add “Base” to the existing discretionary (E_4001), (E_4003).Project Type:MandatoryBaseDiscretionary19191919AIPM

30、 Conference Room Pilot Import Projects to Reveal Project TypeBaseStep 4b The enhancement to change project type is to add “Base” to the existing discretionary (E_4001) in the Capital Plan.20202020AIPM Conference Room Pilot Import Projects to Reveal Project TypeStep 4c The enhancement to change Scree

31、n Fields will be found on Decision Info as follows: (E_4003)21212121AIPM Conference Room Pilot Import Projects to Reveal Project TypeStep 4d The enhancement to change Screen Fields will be found on Decision Info as follows: (E_4003)22222222AIPM Conference Room Pilot Enter Priority InfoA Short Demons

32、tration: The Client Priority Info ConfigurationStep 5 The Project Initiator chooses which Priorities and Metrics apply and enters the impacts. Show Priorities Show Metrics Show Business Impacts Step 5a - Enter the metrics that apply to the Electric Distribution Project Step 5b Assign Years to Almost

33、 Certain23232323AIPM Conference Room PilotInput Cash Flows Step 6a The cash flows and their labels entered for the project will conform to familiar terminology (E_4005).Step 6b The contingency percentage entered reflects what portion of cash flows is contingency E_40010).24242424AIPM Conference Room

34、 PilotInput Cash Flows Step 6c The cash flows labels are configurable and currently anticipated as the following (E_4005).Rules: Credit dollars will be netted against capital dollars in calculating the present value and efficiency calculations on the project screen within Decision. The Optimizer wil

35、l value the net capital flows. Credit dollars may increase spending constraints.25252525AIPM Conference Room PilotMultiple Discount RatesStep 6d Cash flows can be discounted at varying rates. Shown below are all three valid for Client, if this were an Electric Line for Business portfolio, only PUC E

36、lectric Line for Business and FERC would be Available (E_4012).Rate TypeRate%Percentage %PUC Electric Line for Business7.3760FERC7.6040PUC Gas Line for Business7.380Total10026262626AIPM Conference Room Pilot Input Cash Flows - Finance TabCompany CodeBudget CodeCost Center Planning Order NumberCost E

37、lementOrder NumberStep 6e On the cash flow screen, there will be a populate-up financial information tab (E_4003).27272727AIPM Conference Room Pilot Key Milestone DatesStep 7 Key Milestone dates are not required information, however, if any of the dates exist, e.g. In-Service Date, the dates will be

38、 imported to Reveal.A Short Demonstration: Key Milestone Dates Show the optional Key Milestone Dates available to monitor the project28282828AIPM Conference Room PilotAdd a Relationship Step 8 Relationships between projects can now be specified in 6 different ways in E_4006.29292929AIPM Conference R

39、oom PilotEnter Decision VariablesDemonstrate how to Enter EffectivenessDiscuss CRR (Combined Risk Reduction) Discuss $k/CRREnter Project Management RiskSave DecisionDiscuss adding a new DecisionA Short Demonstration: Enter Decision VariablesStep 9 Entering Effectiveness for each metric is used to ca

40、lculate the combined risk reduction that the project is mitigating.Step 10 CRR (Combined Risk Reduction) and $k/CRR (Dollars per unit of Combined Risk Reduction) is used by the optimizer for comparing projects.Step 11 Project Management Risks can be identified and stored with the project for informa

41、tion.Step 12 Save the decision, log comments, add other decision options.30303030AIPM Conference Room Pilot Attach DocumentsStep 13 Project Initiators may store references to one or more documents that support the project on the project record (E_4004).DeleteDownloadFile NameSizeDateAuthorAt the bot

42、tom of the screen will be four buttons: “New”, “Delete”, “Cancel”, and “Exit”31313131AIPM Conference Room Pilot Project Definition Report In ProgressStep 14a Individual projects can be printed off in this case, the project initiator could print his/her project and take it to the project owner or a t

43、echnical committee for review32323232AIPM Conference Room Pilot Project Definition Report In ProgressStep 14b Individual projects can be printed off in this case, the project initiator could print his/her project and take it to the project owner or a technical committee for review33333333AIPM Confer

44、ence Room Pilot Project Definition Report In ProgressStep 14c Individual projects can be printed off in this case, the project initiator could print his/her project and take it to the project owner or a technical committee for review34343434AIPM Conference Room PilotBatch Send to PrioritizeStep 15 A

45、 project owner can now search for, select, and “mass-send” projects to the optimizer (E_4007)35353535AIPM Conference Room Pilot Send to PrioritizeA Short Demonstration: Send Imported project to Prioritize and Select Projects to OptimizeStep 16 The Project Owner can also choose to send one project to

46、 prioritize via the “Send to Prioritize” button.Step 17 Opening Prioritize allows Investment Manager to select which projects will be optimized as well as entering the funding levels for the plan. Show Send to Prioritize Open Prioritize Select Projects to be Optimized Enter Dollars and Number of Yea

47、rs for optimized Plan36363636AIPM Conference Room PilotPortfolio List ReportStep 18 The Investment Manager may choose to print the portfolio list in a reportProgramProject IDProject NameConfig. IDRisk ReductionRisk RateEfficiencyY1 CostY2 CostY3 CostOpEx2008-00002Client Test Project2008-00002080911-

48、0144.930.31655.25 $ 33.7 $ 26.2 $ 47.2 OpEx2008-00007Client Test Project2008-00007080911-0159.280.17672.87 $ 24.3 $ 18.9 $ 34.0 OpEx2008-00027Client Test Project2008-00027080911-0146.520.20430.18 $ 1.2 $ 0.9 $ 1.6 Total $ 859.9 $ 668.8 $ 1,203.9 Total Cost ($k)YTD spendTTD SpendProject TypeMandatory

49、 YearDecision OptionInitiatorPrimary DriverOriginating SourceGeo. AreaFunct. Area $ 236.1 00DiscretionaryDiscretionaryReinforceAxiaEnvironment - Operational IndexPUCEastGas Distribution $ 170.1 00DiscretionaryDiscretionaryReinforceAxiaEnvironment - Operational IndexPUCEastGas Transmission $ 8.2 00Di

50、scretionaryDiscretionaryReinforceAxiaEnvironment - Operational IndexPUCEastElectrical Transmission $ 6,019.5 The portfolio list report is formatted in Excel. The display above was split for viewing purposes only.37373737AIPM Conference Room Pilot Min / Max Spend Constraints In ProgressStep 19 The in

51、vestment manager will be able to set spending constraints using different configurable fields (E_4008).38383838AIPM Conference Room PilotRun the OptimizerA Short Demonstration: Run Optimizer, View Capital Plan and Project ListStep 20 The investment manager will be able to run the optimizer and view

52、the capital plan and project list. Step 20a - Show the capital plan Step 20b - Show the Project List Screen39393939AIPM Conference Room Pilot Project List Screen ChangesStep 20c The investment manager runs the optimizer and views the modified project list as described in E_1005.Project InitGeographi

53、c AreaFunctional Area40404040AIPM Conference Room PilotProjects Not Selected Report In ProgressStep 20d The investment manager will be able to print the Projects Not Selected Report with the following columns. (R_1004)Projects Not Selected Report Gantt Chart Budget Info Risk Info Pie Chart Dashboard

54、Marie will fix layoutProject NameConfig. IDRisk ReductionRisk RateEfficiencyY1 CostY2 CostY3 CostTotal Cost ($k)InitiatorOriginating SourcePrimary DriverGeo. AreaFunct. AreaYTD spendTTD SpendProject TypeMandatory YearDecision Option41414141AIPM Conference Room PilotRun Optimizer and View Outcomes St

55、ep 20e Show Gantt Chart Step 20f Show Budget Info Step 20g Show Risk Info Step 20h Show Pie ChartA Short Demonstration: Run Optimizer, View OutcomesStep 20 (e-h) The investment manager will be able to run the optimizer and view the outcomes in several different charts and reports.42424242AIPM Confer

56、ence Room PilotRun Optimizer and View OutcomesStep 20 (i) The investment manager will be able to run the optimizer and view the Dashboard.43Step 21a The investment manager will be able to print the Optimization Report (R_1005)AIPM Conference Room PilotOptimization Report44AIPM Conference Room PilotO

57、ptimization ReportStep 21b The investment manager will be able to print the Optimization Report (R_1005)45AIPM Conference Room PilotOptimization ReportStep 21c The investment manager will be able to print the Optimization Report (R_1005)46AIPM Conference Room PilotOptimization ReportStep 21d The investment manager wil