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Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Enterprise Data Management for Utilities Business Analytics
Martin DunleaSenior Director Utilities IBU, Oracle
Joe ZhouChief Technology Officer, Xtensible Solutions
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Safe Harbor StatementThe 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.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Program Agenda
1. Introduction and Overview2. Building Data Management Core Competencies3. Oracle Utility Data Management Solution – A Standards-based Approach
for Utility Enterprise4. Roadmap5. Q&A
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
What Does Big Data Mean?
VOLUME VELOCITY VARIETY VALUE
SOCIAL
BLOG
SMARTMETER
101100101001001001101010101011100101010100100101
DEVICESSENSORS
What is the key difference in managing this data now?
Volume, Velocity, Variety, Value
These characteristics challenge most utility’s existing architecture, tools, staffing
competency and business processes!
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Top Performing Companies Use Analytics to Drive Business Performance
Source: Oracle Study 2013 – “Utilities and Big Data: Accelerating the Drive to Value”
However, in utilities …
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
What Can We Do With the Data?Potential Use Cases – Sample List Only
Fault Analysis
Asset Planning
Asset Optimization
Load Forecasting
Financial Forecasting
Retail Customer Analytics
Price Elasticity
Power Quality
Risk Analysis
Event CorrelationTariff Analysis
Customer Sentiment Analysis
System Condition Analysis
Asset Failure Analysis
Predictive Maintenance
Predictive Customer Modeling
Load Balancing
Outage Analysis
Demand Response
Revenue Protection
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Analytics are Fundamental to Improving and Sustaining Utility Business PerformanceImprove…
Customer Satisfaction
Targeted Interactions
Segmentation-driven marketing offers
Proactive alerting
Personalized communication
ReliabilityMore Effective
Monitoring and Proactive Maintenance
Asset management
Transformer load management
Operational Efficiency
Better Planning and Execution
Employee utilization
Revenue assurance
Optimized field work
SafetyUnderstanding and
Mitigating Hidden Risks
Reducing public safety hazards
Vegetation management
Field work management
Oracle helps your utility transform into a data driven organization.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
The New Utility Enterprise Paradigm
IEC SG3 Smart Grid Architecture Model (SGAM)
•Utility Enterprise is faced with the integration of Information Technology (IT), Operational Technology (OT) and Communications Technology (CT)
•Utility systems are extending into the field devices through ICT to enable much more dynamic and granular operations.
•The needs to drive interoperability and intelligence (both centrally and distributed) are rising rapidly.
•Standards are being developed to address the needs across all domains and layers
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Enterprise Data Management Framework
EDM Vision & Strategy EDM Governance EDM Core Processes EDM Organization EDM Infrastructure
Enterprise Vision & Strategy Enterprise Architecture Enterprise Business & IT
Core ProcessesEnterprise Business & IT Organizations Enterprise Infrastructure
Vision
Mission
Strategy
Goals & Objectives
Value Propositions
Sponsorship
Stewardship
Policies, Principles & Tenets
Alignment
Structure
CSFs & KPIs
Structure (Virtual, Hybrid……)
Roles & Responsibilities
Functional Services
Business Value and Relationship Management
Information Architecture Blueprint Management
Integrated DM Platforms(DBMS, Content Mgmt, ETL, SOA, EII, Data Modeling, BI/DW, Big Data , MDM)
Knowledgebase and Repositories
Standards & Best Practices
Data Quality
Data Integrity
Data Security & Protection
Data Lifecycle Management
Data Movement
Semantics Management
Database Management
Master Data Management
Information Services
Services & Support
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
What is Enterprise Data Management?
All Forms of Data
Common Information & Object Model
IntegratedAnalysis
InsightTo Action
•The system must be able to capture, process, organize, and analyze all forms of data in order to meet existing business requirements and support discovery of new business opportunities.
•The system must be able to maintain relationships and enable navigation between different forms of data.
•The system must organize information to provide a single version of truth•The system must share analysis artifacts to provide a single version of the question.•Governance must be instituted to properly maintain information and analysis artifacts
•The system must be able to monitor for important events and initiate alerts.•Users must be able to drill down into information in order to perform analysis.•Whenever possible, user should be given insight and guided to take proper action.
•Analysis should be integrated into the user interfaces, devices, and processes such that users gain insight where and when they need it.
•Business analytics systems should be integrated with business processes in a way to automatically leverage the available analysis to optimize operational processes.
Source: Oracle GTM for Big Data
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
What is Enterprise Analytics?
Descriptive Analytics --- using historical data to understand the “what” through reporting, scorecard, and clustering, etc.
Predictive Analytics --- using current and historical data to predict the future through statistical and/or machine learning techniques.
Prescriptive Analytics --- using the results of descriptive and predictive analytics to make suggestions on decision options through optimization and automation.
What happened and
why did it happen?
What and when will it
happen?
Why it will happen and
what options to take?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
The Lifecycle of Enterprise Data Management, BI and Analytics
Source: Oracle Information Architecture: An Architect’s Guide to Big Data.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Utility Data Integration, Management and Analytics Landscape
Protection & Control
Grid Operational
Analytics
Waveform
Telemetry
Events
Messages
Files
Engineering Analytics
Customer Analytics
Asset Analytics
Grid State Analytics
Databases
Complex Event
Processing
Enterprise Service Bus
Big Data Analysis & Integration
Master Data Management
MDM
ODS
BDA
Enterprise Data Warehouse
EDW
Enterprise BI, DM, and
Visualization
Analytics Models
Data Integration
Analytical Process Latency
Data A
cquisition Latency
BDA – Big Data ApplianceODS – Operation Data StoreMDM – Master Data ManagementEDW – Enterprise Data WarehouseBI – Business IntelligenceDM – Data Mart
•Utility data sources and analytical needs are diverse and require a variety of technologies to work together.
•This architecture allows utilities to invest where business needs are today and grow as they evolve.
•Key to this architecture is a layer of common data and information to be interoperable and future proof.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Where to Start?
EDM Vision, Strategy & Business Case
Governance(People, Process and Organization)
People------
Analytics skill gap, culture shift in data
sharing
Process------
Control of data movement, quality, and protection
Organization------
CompetencyCenter as a core
function of business and IT
Technology(Big Data, EDW,
Data Models, Master Data, Integration, BI )
Big Data------
What is appropriate for
your needs? Walk before
run.
BI/EDW------
EDW Appliance,Models, BI tools
consolidation
Data Management
------
Master Data Management
and data integration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
An EDM Roadmap
• Business and IT alignment to manage data and information as assets to the enterprise
• Agree on core EDM value and capabilities
Strategize
• Architecturally significant use cases
• Business-driven and IT-enabled approach with future in sight
• Deliver business value in day one
• Integrated data management platform technologies
Pilot
•Control your data movement and data integration•Manage data fidelity with data model and master data management•Standardize BI/DW platform•Reengineering data sharing, access and analysis practices
Build
• A service platform both in resources and technologies
• Balance in central and de-central capabilities through EDMCC
• Data become assets to be managed
• Analytics as a function to business processes
Deliver
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Product Definition: Oracle Utilities Data Model (OUDM) is a pre-built, standards-based data warehouse solution designed and optimized for Oracle database and hardware. OUDM can be used in any applications environment and is easily extensible. OUDM enables utilities to establish a foundation for business intelligence and analytics across the enterprise, allowing each business domain to leverage a common analytics infrastructure and pre-defined cross-domain relationships, driving unprecedented levels of intelligence and discovery.
Oracle Utilities Data Model (OUDM)
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Oracle Utility Data Model - A Solution Framework
•Foundation Layer: where multiple source of data are merged and integrated into one version of truth, without consideration of how users will access them.
•Analytical Layer: where data and information are aggregated into ways to facilitate reporting, ad-hoc queries, and data analysis.
•Presentation Layer: where the results of reporting and analysis are shown to end users.
Derived Tables
FoundationLayer
AnalyticLayer
PresentationLayer
Oracle Utilities Data Model
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
What is OUDM Really About?
It is a logical model that represents utility common
semantics
Derived Tables
FoundationLayer
AnalyticLayer
PresentationLayer
Oracle Utilities Data Model
It builds the integrated data foundation for
advanced analytics
It is based on Oracle Communications
Data Model and IEC Common Information
Model (CIM)It represents the
Oracle BI/DW solution best practices for utility enterprise
It focuses on cross application data
entities and relationships
It can be used to drive systems
interoperability for utility enterprise
It can be used to meet master data
management challenges
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Unifying Enterprise Capabilities for Utility Integration, Data Management and Analytics – using OUDM
Oracle Event Processing
Oracle SOA Suite
Hadoop/Flume/Hive and Oracle BD
Connectors
Oracle Master Data
Management
BDA
Oracle Exadataand EDW
OUDM
OBIEE, ODM, Oracle R
Enterprise
Analytics Models
ODI and Golden Gate
OUDM
OUDM
CIM/OUDM
CIM/OUDM
CIM/OUDM
Protection & Control
Grid Operational
Analytics
Waveform
Telemetry
Events
Messages
Files
Engineering Analytics
Customer Analytics
Asset Analytics
Grid State Analytics
Databases
Analytical Process Latency
Data Acquisition Latency
•Utility data sources and analytical needs are diverse and require a variety of technologies to work together.
•This architecture, using OUDM/CIM, allows utilities to invest where business needs are today and grow as they evolve.
•For utilities that are looking to establish the core competency around data management, Oracle is the right partner.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Implementation RoadmapTrain, Implement, and Transfer Knowledge
• Demonstrate the capability and maturity of the OUDM solution
• Choose a couple of use cases to show how to use OUDM/CIM to integration and analyze data from multiple sources
• Use appropriate technologies (ESB, ETL, BI, etc.) to show how these technologies work together to deliver business value
Demonstrate
• Focus on the immediate needs of a utility and deliver tangible results
• Provide hands on training and knowledge transfer to utility personnel
• Help establish sustainable methods, tools and infrastructure to meet future demands
Implement • Provide on-going support to utility team
• Work with strategic utility partners for the direction of OUDM future releases
• Deliver more packaged analytics and packaged integration.
• Expand to other enterprise technologies
Sustain
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Summary
Why
• Utility industry is faced with tremendous challenges both internally and externally• Increased volatility • Fusion of IT, CT and OT
What
• Utilities must establish core competencies around data management and analytics in order to be more competitive, efficient and effective
• Utilities must do so proactively and strategically
How
• Data management core competencies around people, process and technology• Manage and use data and information as “assets”
Who
• Business and IT must partner together to build the core competencies• Engage strategic partners and leverage best practices and standards
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 23
THANK YOU
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 24