© 2010 IBM Corporation
IBM and Smart Utilities
12 May 2011; Istanbul
Chris Murray – IBM Service Management Tiger Team
GBP03036-USEN-00
© 2010 IBM Corporation2
Agenda
� E&U Value Chain– SAFE Architecture
� T&D Operations– Asset and Work Management
� Intelligent Utility Network– Smart Meter Deployment
© 2010 IBM Corporation3
An information value chain has emerged where meters are the gateway and infrastructure for enabling deeper customer engagement
While the traditional value chain stopped at the meter to the premises, the new value chain will integrate devices beyond the meter and the actions of customers themselves.
Value Chain
End-usecustomers
Power
distribution
Energy
service
(retail)
Power
transmission
Power
generation
and trading
Electric
devices and
appliances
End-usecustomers
Power
distribution
Energy
service
(retail)
Power
transmission
Power
generation
and trading
Electric
devices and
appliances
Distributed resources (generation, storage, electric vehicles)
Traditional electricity value chain
Emerging electricity value chain
Information and
services
platform owner
Information
devices
and appliances
Information services
Power flow
Information flow
© 2010 IBM Corporation4
In the expanded value chain, the customer has more to offer power providers and other participants than just payment for energy
At the same time, customers are becoming more demanding; they actually have much more to offer in reciprocal value to energy and other product/service providers.
Emerging industry value model:
Value to customers (continuous)
� Power� Reliability� Universal
service� Environmental
impact reduction
� Cost saving� Personalization
� Information� Services� Revenue
� Information� Services� Environmental
impact reduction� Revenue
� Information� Personalization� Services� Cost savings� Environmental
impact reduction
� Revenue� Information� Connections/
personal networks
� Power� Demand
response
Reciprocal value from customers (intermittent)
Third- party product/ service providers
Traditional industry value model:
Value to customers (continuous)
� Power� Reliability� Universal service � Revenue
Reciprocal value from customers (intermittent)
Value Chain
© 2010 IBM Corporation5
PHYSICAL AND CYBER SECURITY
SOLUTION ARCHITECTURE FOR ENERGY & UTILITIES FRAMEWORK (SAFE)
Servers, storage, communications network and equipment and associated services
INFRASTRUCTURE
END
USERS
DE
LIV
ER
Y O
PT
ION
S
POWER GENERATION
OPTIMIZATION
(PGO)
CORPORATE
SUPPORT
SERVICES
CUSTOMER OPERATIONS
TRANSFORMATION
(COT)
INTELLIGENT UTILITY NETWORK (IUN)
TRANSMISSION &
DISTRIBUTION
OPERATIONS
Plant OperationsFleet OptimizationSupply Expansion
Mobile Workforce MgmtAsset Lifecycle MgmtSupply Chain Mgmt
Human ResourcesAccounting
Payroll
Customer CareCustomer Management
Customer Systems
IUN Communications Networks
IUN Security
Smart Metering & Beyond
Grid Operations
Emerging Areas
IBM’s Energy and Utility Solution Portfolio addresses a utility’s business and technology needs across the full energy value chain
Smart metering and beyond solution offering components
© 2010 IBM Corporation6
Agenda
� E&U Value Chain– SAFE Architecture
� T&D Operations– Asset and Work Management
� Intelligent Utility Network– Smart Meter Deployment
IBM Software Group | Tivoli software
7T&D SM Rev 4 8-15-06
IBM Maximo for Utilities Solution Map
Design Requests
Designs & Estimates
DesignStandards
Asset History
AssetCondition
AssetPerformance
Maintenance Rules
MaintenancePrograms
Work Status
Project Work Orders
ExistingFacilities
InstalledFacilities
Real-Time Network Data
Real-Time Network Configuration
NetworkModel
As-Designed Network Model
AssetAttributes
AssetLocation
Work Details
Schedule
Asset Details
Asset Details
RoutineWork
Work Completion
DispatchManagement
AssetInvestmentPlanning
RCMAnalysis
Asset Database
WorkGeneration
WorkManagement
ScheduleOptimization
GeographicInformationSystem
EMS /SCADA
OutageManagement
OutageScheduling
LoadForecasting
ConstructionStandards
Network Events
Asset Management
Work Management
Network Operations
CU Estimation
Operations Work
Real-TimeNetwork Data
Condition AssessmentStorm RestorationLine Inspections
Load Forecasts
Engineering
Purchasing FinancialManagement
Human Resources
Corporate Systems
Customer Service
Customer InformationSystem
Voice Response
Financial Project
Management
Field Work
MXESMobile
Field DataCollection
Design
Inventory
Labor Skills & Certifications
CPMScheduling
Data Historian
MeterReading
DocumentManagement
Service LevelAgreement
Service Management
ServiceRequests
ContractManagement
OnlineCommerce
Service Catalog
Billing
MobileGIS
MobileDesign
To EngineerDesign
From MobileDesign
Supply Chain
NetworkRequests
NetworkRoutines
FixedAssets
Maximo Partner 3rd Party
© 2010 IBM Corporation8
Business Challenges to Distributed Utility
Below GroundAssets
AboveGroundAssets
Support Infrastructure
Strategic Imperatives
Regulatory
Reviews
Reduction inEmergencies
No Fines
Reducedoutage
Desired Outcomes
Carbon Footprint
CustomerAffordability
Public Safety
Regulatory Compliance
CAPEX and OPEX spend
Improved OPEX
management
Best asset
management
Today’s
Environment
Improved
CustomerService Accurate and
completeRegulatory review
A greener, sustainable,profitable business
Sustainability
Ageing Assets
Multiple asset
and work types
Enablers
� Intelligent Meters / Sensors / Assets� Condition based error detection� Specialist WAMS system� Lean work processes� SOA Model – componentised systems
“Pain Points”
IBM Software Group | Tivoli software
9
The Concept
Maintain Network
Emergency and Repair
Metering
Capex
Connect Customers
Asset Repository
GIS
Ex
ec
ute
Wo
rk P
oo
l
Fe
ed
ba
ck
Standard Business Process; Key Performance Indicators; Regulatory Data Readiness; Customer Experience
Optimise resources
Meet response
times
Asset Investment
© 2010 IBM Corporation10
IBM Maximo in Utilities
Extraction GenerationRetail
Customer
CommercialCustomer
Transmission Distribution
Recent Success
Fossil/Hydro Generation – 45% North AmericanFossil Generation and 55% of North American Hydro Power Generation (160)
Nuclear Power – 11 Customers, 42 Units WW Presence. Marketshare: 10% World, 24% NA
Key Utility Sectors
Distributed Utilities: High Voltage Transmission& Substation Maintenance (38) Distribution (22)
Gas Pipeline & Distribution (24), Water & Waste Water (120) - Collection and Distribution,
Water Treatment, Facilities and Vehicles
300+ IBM Maximo for Utilities Clients worldwide
Growing market share in all sectors
17 of 30 Fortune 1000 Utility Companies
4. Convergence of OT & IT – IT systems are leveraging the utilities ability to stay competitive
Top Reasons for Selecting Maximo for Utilities
1. Consolidation of asset management solutions –for Power Generation, Electric & Gas T&D, Water & Waste Water, Facilities, Vehicles, & IT assets
2. Technology – J2EE Certified, Service Oriented Architecture (SOA) platform –standardization, scalability, usability, security
3. Capabilities – Functionality & ease of configuration to customer processes
5. Leadership Position – In both the Gartner MQ and the Energy insight's Short List
6. People – Dedicated development teams for IBM Maximo for Utilities
© 2010 IBM Corporation
Maximo for Utilities
MUWG – Maximo Utilities Working Group
Vision
Enhance Maximo to support Transmission and Distribution utility work process in Electric, Gas and Water.
Support the design, construction, and accounting for new utility infrastructure.
Further development is now focused on supporting IUN/Smart Grid features for a smarter planet, future development will extend capabilities to gas and water segments as well as electric to maximize business operations with advancing technology
The Integration Framework supports the customer
ecosystem of software products that support distribution management (OMS, DMS) and utility operations (GIS, CIS)
Only vendor in the leader’s quadrant in Gartner’sAnalysis of Enterprise Asset Management for Delivery Utilities Transmission and Distribution
IBM developed & marketed Maximo CUE for Maximo v4
Maximo for Utilities v5.2 was released in 2004 providing
Compatible Unit Estimating CUE and Crew Management was added in 2005 for v 6
Maximo for Utilities 6.1 added GIS integration to ESRI ArcGIS server supporting geo-spatial management capabilities in an asset/work management system
Maximo for Utilities 7.1.1 adding CPM for Crews and the Service Address application for premise geo-coding
7.1.2 released in Nov. 2010 supporting Revenue Meter Asset Management and task work dependencies
7.x Crew support scheduler 7.1.1 & NERC/CIP support
Maximo for Utilities Supports DB2, Oracle ,SQL Server.
History
Utility clients / development partners
© 2010 IBM Corporation12
Magic Quadrant for Delivery Utility Enterprise Asset Management
30 September 2010
© Gartner, Inc.Kristian SteenstrupDelivery
D: G00206345
The Magic Quadrant is copyrighted September 2010 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM.
Service Management Resource Center Links (for clients)Gartner Magic Quadrant for Delivery Utility Enterprise Asset Management http://www.servicemanagementcenter.com/main/pages/IBMRBMS/PDFM/ShowCollateral.aspx?oid=38625&ssid=68Gartner Magic Quadrant for Power Generation Enterprise Asset Management Softwarehttp://www.servicemanagementcenter.com/main/pages/IBMRBMS/PDFM/ShowCollateral.aspx?oid=38626&ssid=68
© 2010 IBM Corporation13
Maximo Enterprise Adaptor for SAP
© 2010 IBM Corporation14
Crew Forecasting in Scheduler
© 2010 IBM Corporation15
More Accurately define work
locations
When a new service request is created, either manually or through a call center, having access to a map of the region to determine the location of the problem leads to a more efficient resolution.
Plan and schedule work by area
Query a map by Address
Optimize technicians travel
time
Advanced analytics
Ability to look at a number of open work orders and create a project or work package using a map view. Query work order by status, work type or craft requirements to find related work.
When trying to locate an asset or work order users can query the map by a specific address.
By having a work orders location accurately specified, there is less time spent on travel trying to find the correct address or location, and less time traveling between work locations inefficiently.
Ability to overlay information on a map like traffic or weather information, asset failure history or population to prioritize work, schedule outages or plan future maintenance projects.
Maximo Spatial - Features and Benefits
© 2010 IBM Corporation16
IBM Maximo Spatial Asset ManagementThe core of the SAFE architecture software stack, spatially-
enabled with ESRI ArcGIS®
IBM MaximoIBM Maximo®® with ESRI with ESRI ArcGISArcGIS®® Server Server
for service managementfor service management
Perform asset editing and work orders spatially..Perform asset editing and work orders spatially..
Extensible Extensible –– e.g., workforce routing, geoe.g., workforce routing, geo--spatial processing..spatial processing..
GIS digital infrastructure data is
the System-of-Record
GIS
GIS digital infrastructure data is
the System-of-Record
GIS digital infrastructure data is
the System-of-Record
GIS
© 2010 IBM Corporation17
Maximo for Utilities is Smart Grid Ready
IBM passed the first interoperability test for part 6 by creating a web service to receive a request in the CIM format. This web service creates a work order and responds with the new work order number. The web service also supports work order updates.
This work and the instructions to deploy it will be made available on Service Management (ISM)
https://www950.ibm.com/communities/service/html/communityview?communityUuid=59c1123b-0353-458e-a719-b002d84108d5
Support for Common Information Model CIM 61968 part 6More and more customers request CIM Support
© 2010 IBM Corporation18
Agenda
� E&U Value Chain– SAFE Architecture
� T&D Operations– Asset and Work Management
� Intelligent Utility Network– Smart Meter Deployment
© 2010 IBM Corporation19
Offering components Features
Smart Metering Systems Integration
Complete end-to-end smart meter implementation and program management including project planning and justification, management of meter deployment and communication networks, installation of Meter Data Management Systems and integration to utility back-office systems
Centralized Meter Data Services
Planning, development, connecting and integrating meter data from multiple utilities into an aggregated business model
Meter Data AnalyticsApplying business analytics to data collected from smart meters and other devices to gain insights into site interactions, smart meter infrastructure and grid enterprise participants.
Smart Meter Operations
Designing, building, and providing application management and hosting support and services to optimize the support of the smart meter infrastructure and related applications.
Metering Innovation
Identification, design, and incorporation of emerging metering capabilities as part of a smart grid deployment that needs to integrate with home area networks, electric vehicles, smarter buildings, renewable energy resources, microgrids and other new grid enterprise participants.
The IBM Smart metering and beyond offering includes:
Smart metering and beyond solution offering components
© 2010 IBM Corporation20
SAFE Framework for Asset Lifecycle Management
Smart metering and beyond SWG offering components
Smart metering and beyond solution offering components
© 2010 IBM Corporation21
Larger smart meter deployments are driving change across the smart meter infrastructure and in the end-to-end network
Premise Last mile LAN WAN Data center –NMS and MDMS
Data center –legacy apps
Customers and other stakeholders
Meter Data Management
System
Meters
WAN
Load control devices
Retailers
Customer
Displays
Data CollectionSystems
Integration with existing distributor systems
GIS
ERP
OMS
CIS
External data provision
LAN
Web
Meter communications:Standards are evolving.
Meter communications:Standards are evolving.
Home Energy Management System:Standards and architectures emerging.
Home Energy Management System:Standards and architectures emerging.
Home Area Network
Neighborhood Network
Access Network
Backhaul Network
Office Network
Smart Metering and Beyond offering from IBM
Network protocols: Standards for the smart meter network layer are evolving toward Internet Protocol (IP).
Network protocols: Standards for the smart meter network layer are evolving toward Internet Protocol (IP).
SM&B POV Highlights
© 2010 IBM Corporation22
Smart Metering Opportunity: Data Processing & Management
IBM => Support, Technology, Testing, Marketing programs, Delivery options, Differentiation, Analytics, & more
Solution PartnersSolution Partners
SMart
NetworkHead End and
Meter Data
Management Operations
Head End and Meter Data
Management Operations
Smart Meters
2010 - 2015
Smart Metering Solutions
Meter Installation Penetration Rate:55% North
America 40% Europe 7% SE Asia
Source: Pike Research
~ $19.5 Billion
250 million
meters
Device
SoftwareSoftware
Meter InstallCase Study4M meters, 85% read 1/ hr, 15% read 1/15 minsHead-end & MDMS
+
Smart Metering System Data
0.0
20.0
40.0
60.0
80.0
100.0
120.0
140.0
160.0
6 12 18 24 30 36 42
Months
Terr
ab
yte
s (
TB
)
MDMS Copy for Analytics
MDMS Full Backup
MDMS Disaster Recovery
MDMS Active
Head End Full Backup
Head End Disaster Recovery
Head End Active
MDMS Total
Head End Total
2010 – 2015 and Beyond
Best Hardware, Software, Services
IBMIBM
&
137TBytes
Smart MeteringServers
Systems Software
Meter DataBackup and
RecoveryStorage & Archival
Storage case over 3 years
Data Tsunami
Customer Management
Customer Management
Intelligent Utility Intelligent Utility NetworkNetwork
Transmission& DistributionTransmission& Distribution
Power Generation
Power Generation
• Data Strategy• Communication• IT Skills/Education• IT Management• Agility• Risk Management• Customer Focus• Modular Design• Integrated Solution• Scalability• Apps. Performance• Data Intelligence
Additional Business ValueLonger TermBenefits
2010- 2025
Energy RetailEnergy Retail
Impact
(FIT-FOR-PURPOSE)
Partners + IBM (HW, SW, Services) = SCALABLE, Integrated, Global SolutionIBM => Support, Technology, Testing, Marketing programs, Delivery options, Differentiation, Analytics, & more
© 2010 IBM Corporation23
NOC - Smart Metering / AMI Network Management Solution
Outage Management(TSRM)
PUBLICWIRELESSNETWORK
PUBLICWIRELESSNETWORK
PUBLICWIRELESSNETWORK E
A I
Customer Premise
Meters/HAN
Meter Communication
Network
Web Server
`
Customer
LoadControl
Billing & Customer
Care
Outage Mangement
NeighborhoodAggregator
SCECentral
Data Centers
DCA MDMS
Meter Data
Usage
AMI Servers
Asset Management(Maximo EAM and TAMIT)
Tivoli Security(TSIEM, TAM, TIM, TSPM, TCIM)
Network Management Events Management� IBM Tivoli Network Manager� BM Tivoli Netcool Configuration Manager
� IBM Tivoli Netcool Omnibus� IBM Tivoli Netcool Impact
En
terp
rise A
pp
licatio
n In
terfa
ces
Dashboards, Analytics, Service Monitoring
� IBM Tivoli Business Service Manager� BM Tivoli Monitoring and ITCAM� IBM Infosphere Stream Cognos and SPSS
WebSphere DataPower XI50
Private /
*RED: Core Products in Solution Bundle *Blue: Adjacent/Secondary Products
SM&B Tools, Accelerators and Assets
Tivoli Sales Play
IBM Confidential | © 2008 IBM Corporation
Netcool for Utilities Solution
� Network Visualization� Command & Control through graphics
� Topology based root cause
� E2E Event & Visual Consolidation
� Probe Library� Sensor Specific Probes
� Existing Generic Probes
� Event Correlation� Root Cause Analysis
� Service Level Management
� Multi-Protocol, Multi-vendor– Sensors
– IT
– Transmission
– NGN
� Knowledge Base– Reduces repair time
– Centralized repository of knowledge
– Launch in alarm context
� Scalable
� Centralized or Distributed Management
© 2010 IBM Corporation
Maximo 7.1.2 New Features to support Smart Meters
–Improve receiving rotating assets in bulk
–Improve issues and transfers by pallet number
–Store meter test results
–Define meter sampling templates
–Define meter sampling groups
–Create random sampling work orders
–Automate administrative functions that prevent dispatching of work orders
© 2010 IBM Corporation26
� Reduced truck rolls to confirm service after outages.
� Avoiding 2,000 truck rolls per storm, which was not in the original business case.1
� Reconnect time – 36 minutes, 05 seconds2
� Estimation rate reduced over 85% from the non-smart meter estimation rate:
- Non-smart meter estimation rate => 1.75%: Smart meter estimation rate => 0.25%2
� Smart meter data indicated more electricity theft “than anticipated.”1
� Electricity theft arrests double and $1.6 billion in electricity payments recouped sooner over a two year period3
Demand management
� Time-based pricing (TOU, CPP)
� Energy profiling and analysis
� Online energy audits / analysis
� Load control extensions
Revenue enhancement
� Cash flow
– Fewer estimated bills
– Shorter billing cycles
� Loss Identification
– Tamper alarms
– Load balancing
– Move-in detection
� Loss response
– Load limiting
– Remote and virtual disconnect
Customer service
� Better customer information for Customer Service Representatives
� Reduced customer call volumes
Benefits realization is immature, but examples demonstrate value in key areas
Sources: 1IBM Analysis for 1 million meter deployment; 2Smart Grid News, Sept 17, 2010; 3 Jacksonville Electric Authority (JEA), smartmeters Research Store, Dec 7, 2010
Distribution operations / reliability
� Outage detection and restoration
– Identifying “single-light-out”situations
� Asset optimization
– Asset loading
� Emergency response
– Emergency load shedding
SM&B POV Highlights
© 2010 IBM Corporation27
IBM’s smart meter experience
Offering components Key client references
Smart Metering Systems Integration
� CenterPoint� Enemalta� ESB � Hydro Ottawa� IESO� Oncor
� Oxxio� Pacific Gas & Electic� Pepco Holdings (PHI)� Southern California
Edison
Centralized Metering Data Services� IESO� Smart Meter Texas
Meter Data Analytics
� A2A� American Electric
Power� FirstEnergy� npower� NV Energy
� Oncor� Oxxio� Pacific Gas & Electic� Southern California
Edison
Smart Meter Operations� Oxxio� IESO� Smart Meter Texas
Metering Innovation� Powermatch� Oncor
� CenterPoint
SM&B experience
© 2010 IBM Corporation28
IBM smart metering engagements span the globe
Nuon
Oxxio
RWE npower
Scottish & Southern Energy
30 Italian distributors
North America:American Electric Power
Austin Energy
BC Hydro
BELCO
CenterPoint Energy
Con Edison
Consumers Energy
CPFL Energia
Entergy
First Energy
Florida Power & Light
Hydro One
Hydro Ottawa
IESO (Ontario)
London Hydro
NV Energy
Oncor
Ontario Energy Board
Pacific Gas & Electric
Pacific Northwest National Laboratory
PECO
Pepco Holdings Inc
Progress Energy
Smart Meter Texas
Southern California Edison
Toronto Hydro
Europe:A2A - AEM Torino
A2A - ASM Brescia
Alliander
EDF (France)
EDF Energy (UK)
EDP
EnBW
Endesa
Enemalta
Enel
ESB Networks
Göteborg Energi
MVV Energie AG
SM&B experience
Australia:Country Energy
Energy Australia
Western Power