Tim JarrellAssociate Vice President
Cobb EnergyUSA
Scott SteinPrincipal ConsultantEnspiria Solutions
USA
Focus Statement
We have decided to acquire an MDMS solution, now how do we proceed to ensure we purchase what we need?
Identification of MDMS key drivers
Leverage Stakeholders throughout the process
Evaluate your current paradigms
Gain staff consensus of AMI goals
Prioritize your needs and potential phasing
Benefits enabled through MDM
Benefits accrue by
application area:
• Billing and customer service
• Billing Accuracy
• Bill Inquiry
• Move in, Move out
• Flexible rates
• Revenue Management
• Bill Validation, Estimation, Editing
• System Integrity/Energy Diversion
• System Planning andEngineering
• Virtual Metering• Peak Load Snapshots• Load Forecasts
• Transformer load management
• Outage Management• Outage Notifications• Outage Verifications• Load Transfers• Emergency & Planned Switching• Restoration Verification• Outage Frequency Reduction• Reliability Analysis & Reporting
• AMI Applications in Demand Response
• Customer enrollment and participation
• Intelligent Grid
• Adaptive, self-healing
• Optimized capacity utilization& system performance
Business Process and Technology Gaps
AMI Enabled Business Processes
� Billing
� Customer Care
� Meter operations
� Distribution operations and outage management
� Distribution planning & engineering
� Load research
� Demand response
� Ratemaking
� Energy management
� Data management (customer, meter, distribution network…)
IT Applications
� Complex billing (interval data, VEE, billing determinants, demand response…)
� Customer service (on-line presentment, peak pricing notification, HAN…)
� AMI metrics and testing (data collection, exception handling…)
� Asset management (AMI meters/modules, HAN devices, communication network equip…)
� Operational systems (DMS/OMS, Flexnet, WFMS…)
� Planning & engineering (CYME, TLM…)
� Rate analysis & design
What’s typically not part of the MDMS?
• DRMS w/predictive load shed analytics• Systems level DR event initiation• Misc. DRMS supplementary tools
• Enrollment• Marketing• Managing 3rd Party Installers
• BI Warehouse and ‘Complex’ Analytics • Energy Management Consumer Portal• Installation Management Tools• AMI Head End• AMI Network Management
Workshop goals
• Identify and capture business process needs that would be related to MDMS functionality
• Identify unique process requirements to your utility that would be related to MDMS functionality
• Capture supporting benefit case information through the discussion
• Capture potential gaps in system functionality to achieve AMI expectations
Plan your MDMS definition process
Legend:
P = Principle
S = Stakeholder
IT
Applications
IT
Infrastructure Security
Credit &
Collections
Corporate
Communications Rates
Billing
Services
Call
Center
Distribution
Operations
Field
Services
Meter
Ops
Planning
and
Engineering
MDMS Subject Area
Sample Subject Area
Business and Operational
Processes
Estimate
d
Duration
Schedule
Date
Billing Residential Rates, Estimation Routines,
billing windows, VEE, MVRS,
Demand Response Rates,
meter multipliers
2-hrs July 1st
8:30 -
11:30John Strawberry Tony Honey, Ed Kiwi
Larry Peach,
Kelly Cherry
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Tony Water, Gary
Wine, Renne Tea
Chip Sugar,
Tony TomatoBlake Corn Jeff Squash
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Billing C&I Rates, Estimation Routines,
billing windows, VEE, MVRS,
Demand Response Rates,
meter multipliers
1 hr
John Strawberry Tony Honey, Ed KiwiLarry Peach,
Kelly Cherry
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie OnionGeorge Beer
Chip Sugar,
Tony TomatoBlake Corn Jeff Squash
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Exception Reporting Service Orders, billing, meter
read, usage alerts, abnormal
usage, Hi-Lo,
1.5 hrs July 1st
1:30 -4:30 Julie Orange Tony Honey, Ed KiwiLarry Peach,
Kelly Cherry
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Tony Water, Gary
Wine, Renne Tea,
Dawn Flour
Chip Sugar,
Tony TomatoBlake Corn Jeff Squash
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Asset Management Inventory, Premise History,
Endpoint F/W Versions,
Device Warranty
1.5 hrsJohn Strawberry, Julie
Orange, David Garlic Tony Honey, Ed Kiwi
Larry Peach,
Kelly Cherry
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Tony Water, Gary
Wine
Chip Sugar,
Tony TomatoBlake Corn Rich Fish
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Audit disconnect, installation, data
collection, data delivery,
data entries
1 hr July 2nd
8:00 -
11:00
Julie Orange, Liz Olive Tony Honey, Ed KiwiLarry Peach,
Kelly Cherry
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Renne Tea, Jan
Bread
Chip Sugar,
Tony TomatoBlake Corn Rich Fish
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Customer Service On-demand, disconnect/re-
connect, power outage, hard
or soft closes
2 hrs
Brad Pepper, Julie
Orange, Chuck SaltTony Honey, Ed Kiwi
Larry Peach,
Kelly Cherry,
Brad Pepper
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Tony Water, Gary
Wine, Renne Tea
Chip Sugar,
Tony TomatoBlake Corn Rich Fish
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Outage
Management
Outage alerts, filters,
instantaneous, bellwether,
restoration
1.5 hrs July 2nd
1:00 - 4:30 Brad Pepper, Julie
Orange, Chuck SaltSally Ginger, Brad Pepper
Brad Pepper,
Sally Ginger
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Chip Sugar,
Tony TomatoBlake Corn Rich Fish
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Planning and
Engineering
Usage aggregation, multi-
channel load, voltage, power
quality
1 hr
Sally Ginger, Blake Corn Sally Ginger, Brad Pepper
Brad Pepper,
Sally Ginger,
Blake Corn
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Chip Sugar,
Tony TomatoBlake Corn Rich Fish
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Load Research Load profiles by various
classes
1 hr
Blake Corn Sally Ginger, Brad Pepper
Brad Pepper,
Sally Ginger,
Blake Corn
Jeff Squash, Monica
GrapeKyle Pea, Gloria Cracker
Mary Chip,
Marie Onion
Tony Water, Gary
Wine, Renne Tea
Chip Sugar,
Tony TomatoBlake Corn Rich Fish
Jeff Squash, Kent
Pear
Sally Ginger, Brad
Pepper, Bob Cookie
Requirements Register for Evaluation
Utility Data Systems Architecture RequirementsCategory Business Requirement Requirement Description
Data
Management
Hourly consumption by consumer (kwh) Upload and storage of interval load dataVEE of interval load dataTOU billing determinants
Data
Management
Direct load control switches by consumers Customer initated load control signalSystem executed load control signalSystem verification of Load Control execution
Data
Management
Home Area Network (HAN) activation status IHD pairing and device management
Demand
Response
Cobb EMC cycles load through 40,000 load control switches. Direct load control switches will have two way
communications. These switches will receive control commands though FlexServer and will send back the status changes.
System initated load control signalSystem executed load control signalSystem verification of Load Control executionSystem M&V of load drop via interval data
Demand
Response
Reporting - Cobb EMC will provide the number, percentage of consumers and the magnitude of total load in its service
territory served by HAN and load management program
IHD device management
Demand
Response
Measure and analyze the amount of load reduced during critical peak hours and on-peak hours Historical Usage DataDaily / Interval VEESystem M&V of load drop via interval data
Distributed
Generation
Ability to connect, monitor and manage DER (Distribution Energy Resources). Upload and storage of multi-channel interval dataBi-directional and net power flow measurementsVirtual (summing) meteringDistribution System Power Flow modelingDistribution Management control signaling
In Home Customers will be able to go on-line and receive detailed information regarding their hourly and daily use, as well as their
savings toward electric costs.
Daily / Interval VEEDaily/Interval data storageCustomer presentmentTranslation of usage information to bill-to-date cost estimates for presentment to the customer
In Home Working couples will be able to sign up for outage notifications that can be sent by phone or to their electronic devices. Threshold monitoring & on-event notificationCustomer presentment and notification
In Home The consumers on critical peak pricing (CPP) and time of use (TOU) rate structures will be offered a home display device.
This home display device will indicate the peaking time intervals, the cost of power and other messages to engage the
consumers in energy conservation.
Daily / Interval VEECustomer presentmentTranslation of usage information to bill-to-date cost estimates for presentment to the customerIHD pairing and device managementIHD capability to apply rate to usage
In Home A day ahead of possible peaking prices, Consumers will be notified via internet and via their choice of e-mail, text
messages or an automated phone call. Consumers will be notified again an hour ahead of actual peaking prices.
Customer presentment and event notification
In Home Consumers who voluntarily would like to replace their thermostats with home area network capabilities will be given
authenticated secure web portal access to manage their energy usage over the internet.
Daily / Interval VEECustomer presentmentTranslation of usage information to bill-to-date cost estimates
Sample use case assessment
� Customer Benefit
� Final, non-estimated move-out bill based on date specified by customer
� Accurate move-in bill based on date specified by customer
� Reduction in unaccounted for electricity (UFE)
� How it works
� Collect AMI Meter read on move-out date for closing bill
� If move-in is not registered for the same day:
� Remote disconnect of premise OR
� Virtual disconnect of premise
� Mark premise as inactive
� Monitor daily reads & alerts when excessive usage is detected
� Send notice to premise requesting account registration
� When move-in is registered
� Remote reconnect premise
� Collect AMI Meter read on move-in date for opening billing read
� Use vacancy monitoring to determine back dues if applicable
� Operational Benefit
� Reduction in UFE
� Reduction in labor associated with special meter reads or with physical disconnect of vacated premise
Additional Considerations to Discuss
• Demand Response: New technology in standalone DRMS• System of record for in-home device pairing• Predictive demand response load shed analytics• Consumer portal
• Business Intelligence: New drivers for standalone BI• Expansive load research analytics• Proactive Cap-Ex project funding and prioritization analytics
• CIM, MultiSpeak and MDUS Integration Standards• CIM IEC and MultiSpeak are now working together• MDUS is an SAP specific integration standard
• ESB and SOA Technologies: • Could have impact to MDMS functionality and services
Defining MDMS AMI Roadmap
• Allow for Vendor Selection – 9-months
• Allow for Integration Design:
• 12-15 months for initial “meter-to-cash”
• Additional 6 month cycles for average phased approach
• Define IT architectural approach with an MDMS
• SOR (system of record) definitions for the enterprise
• Best source/path for BI, consumer portal, other data management
• Impact to other IT projects
• Budget appropriately for MDMS solution purchase and additional hidden costs
• Oracle or SQL licensing
• Integration SI design, configuration, SOA development, test and implementation
• Impact to personnel resources
Organizing Business Release Phases
• Supporting Pre-Deployment or Pilot
• What are the goals of Pre-Deployment? What’s in a name?
• Pilot? Proof of Technology? Proof of Business Case/Regulatory Requirements? Phase 0? Phase 1? Demonstration? FAT? SAT?
• Preparing for a full-scale AMI deployment
• Running and maintaining the AMI deployment
• Realizing additional AMI benefits
• Enabling AMI business transformation
Summary
• Define your MDMS business drivers under a structured approach
• Identify and include your organizational stakeholders to access their knowledge and garner support
• Re-evaluate and solidify your architectural roadmap
JB