Integrated Delivery Framework: Integrated Delivery Framework: An Integration Tool for UtilitiesAn Integration Tool for Utilities

Bart Elliott and Tom Helmer, Bart Elliott and Tom Helmer, Enspiria SolutionsEnspiria Solutions

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Integrated Delivery FrameworkIntegrated Delivery Framework

•• Robust service orientated architecture (SOA) Robust service orientated architecture (SOA) development frameworkdevelopment framework

•• Uses GIS to correlate information from disparate Uses GIS to correlate information from disparate systemssystems

•• Leverages ESRI ArcGIS 9.2 and other Leverages ESRI ArcGIS 9.2 and other CommercialCommercial--OffOff--TheThe--Shelf (COTS) products for Shelf (COTS) products for enterprise integrationenterprise integration

•• Allows utilities to leverage their investments in Allows utilities to leverage their investments in enterprise application integration (EAI) and other enterprise application integration (EAI) and other integration technologiesintegration technologies

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Phases of AutomationPhases of Automation

•• Phase 1: Facilities Health and Wealth and Phase 1: Facilities Health and Wealth and Workforce AutomationWorkforce Automation

•• Phase 2: Integration of Energy Delivery Systems Phase 2: Integration of Energy Delivery Systems for Workforce Optimizationfor Workforce Optimization

•• Phase 3: Integration of Energy Delivery Data Marts Phase 3: Integration of Energy Delivery Data Marts for Asset Optimizationfor Asset Optimization

•• Phase 4: Integration of Near RealPhase 4: Integration of Near Real--time Field time Field AutomationAutomation

Phase 1: Facilities Health and Phase 1: Facilities Health and Wealth and Workforce AutomationWealth and Workforce Automation

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Facilities Health and Wealth and Facilities Health and Wealth and Workforce AutomationWorkforce Automation

•• StandStand--alone deployments of:alone deployments of:–– SCADASCADA–– GISGIS–– Work Management (WMS)Work Management (WMS)–– Mobile Workforce Management (MWM)Mobile Workforce Management (MWM)–– Preventative Maintenance (CMMS)Preventative Maintenance (CMMS)–– Distribution Planning Systems (DPS)Distribution Planning Systems (DPS)

Phase 2: Integration of Energy Phase 2: Integration of Energy Delivery Systems for Workforce Delivery Systems for Workforce

OptimizationOptimization

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Integration of Energy Delivery Integration of Energy Delivery Systems for Workforce OptimizationSystems for Workforce Optimization

•• Graphical Work Design (GWD)Graphical Work Design (GWD)–– GIS, GWD, WMS, DPS, ERPGIS, GWD, WMS, DPS, ERP

•• Outage Management System (OMS)Outage Management System (OMS)–– GIS, CIS, MWM, OMS, IVR, SCADAGIS, CIS, MWM, OMS, IVR, SCADA

•• Energy Delivery ManagementEnergy Delivery Management–– CIS, ERP, OMS, GIS, MWM, CMMS, DPS, SCADA, CIS, ERP, OMS, GIS, MWM, CMMS, DPS, SCADA,

WMS, GWD, IVRWMS, GWD, IVR

EIST&D DataWarehouse

CrewDatabase

AssetDatabase

DPS

GIS

CAD

MDT

WMS

PointPoint--toto--point Integrationspoint Integrations

JobDesign

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Restrict the complexity and impact of change by providing a single place for implementing integration intelligence

WMS

PlantAcct

Financials

OMS

CIS

MWM

SCM

GIS

Broker

The The ““Hub & SpokeHub & Spoke”” Architecture Architecture

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Hybrid Reference System ArchitectureHybrid Reference System Architecture

GIS PlatformGIS PlatformServices Services

File File TransferTransfer

FileFileTransferTransfer

SCADASCADA

VISVISERP Back ERP Back

Office Office SuiteSuite

CISCISIVRIVRAMRAMR

OMSOMS

CRMCRMMWMMWMWMSWMS

File TransferFile Transfer

COM IntegrationCOM Integration

DPSDPS

Vertical ApplicationsVertical Applications

Graphic WorkGraphic WorkDesignDesignSystemSystem(GWD)(GWD)

ICC

PIC

CP

MOM + Message Broker MOM + Message Broker

GISGIS

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Current Technology FrameworkCurrent Technology Framework

10 Current day assignment scheduler

Future Future AppointmentsAppointments

Crew N

Crew 2Crew 1

Service RequestService Request

Appointment confirmation or alternativesAppointment confirmation or alternatives

Work RequestWork Request

Current day ordersCurrent day orders

POs (Probable Outages)POs (Probable Outages)

Scheduled Work Scheduled Work OrdersOrders

4WMS Engine

7DispatchingApplication

6Trouble

Events List(OMS)

TroubleShooter

3Trouble

Predictions(OMS)

11Customer

ServiceApplication

Work OrdersWork OrdersDispatch Crew 2 to PODispatch Crew 2 to PO

Supervisor

Schedule work orderSchedule work order

Service RequestService Request

Service request (today)Service request (today)

2Appointment

Scheduler

TomorrowTomorrow’’s appointmentss appointments

Dispatch job to Crew 1Dispatch job to Crew 1

Dispatcher

Dispatch job x Dispatch job x to Crew 1to Crew 1

Service orders Service orders and filler ordersand filler orders

8WirelessGateway(MWM)

Dispatched ordersDispatched orders

5Dispatching

Engine(MWM)

Trouble Trouble IncidentIncident

Scheduled work order tasks assigned to Scheduled work order tasks assigned to Crew N (just todayCrew N (just today’’s jobs)s jobs)

9GIS (Survey_Inspections)

Work order tasks and filler ordersWork order tasks and filler orders

Trouble orderTrouble order

Customer RequestCustomer Request

Dispatch Troubler Order NNN to Crew 2Dispatch Troubler Order NNN to Crew 2

Surveys inspections PMs Surveys inspections PMs (filler jobs)(filler jobs)

Phase 3: Integration of Energy Phase 3: Integration of Energy Delivery Data Marts for Asset Delivery Data Marts for Asset

OptimizationOptimization

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Integration of Energy Delivery Data Integration of Energy Delivery Data Marts for Asset OptimizationMarts for Asset OptimizationOMS Data MartOMS Data Mart•• Outage cause codesOutage cause codes•• Outage devicesOutage devices•• Exact circuit configurationsExact circuit configurations•• Switching logsSwitching logs

WMS Data MartWMS Data Mart•• Historical investmentHistorical investment•• Historical list of work orders Historical list of work orders

per facilityper facility•• Job Type productivityJob Type productivity•• Work area Work area productivityproductivity

CIS Data MartCIS Data Mart•• Customer Historical LoadCustomer Historical Load•• Customer ProfilesCustomer Profiles•• Weather and Time based Weather and Time based

loadsloads

MWM Data MartMWM Data Mart•• Labor productivityLabor productivity•• Job Type productivityJob Type productivity•• Work area productivityWork area productivity•• M&I FinancialsM&I Financials

SCADA HistorianSCADA Historian•• Operational point values Operational point values •• Device health/wealth Device health/wealth

point valuespoint values•• Move to data mart for adMove to data mart for ad--

hoc declarative supporthoc declarative support

ERP Data MartERP Data Mart•• Asset book valueAsset book value•• Forecasted budgetsForecasted budgets•• Forecasted revenuesForecasted revenues•• Historical revenuesHistorical revenues

CMMS Data MartCMMS Data Mart•• Historical InspectionsHistorical Inspections•• Historical MaintenanceHistorical Maintenance

DPS Data MartDPS Data Mart•• Forecasted LoadForecasted Load•• Forecasted ReliabilityForecasted Reliability

Asset Investment Asset Investment Decision ToolsDecision Tools

•• Founded in GIS Founded in GIS technology integrated technology integrated into asset lifecycle into asset lifecycle managementmanagement

•• Brings together all of Brings together all of the Energy Deliver Data the Energy Deliver Data Marts discussedMarts discussed

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GIS as Key EnablerGIS as Key Enabler

•• Feeds OMS and DPSFeeds OMS and DPS•• Interruption Reliability ReportingInterruption Reliability Reporting

–– GIS, OMS data Mart, CMMS data martGIS, OMS data Mart, CMMS data mart•• EAMEAM

–– CMMS gets sets of assets from GISCMMS gets sets of assets from GIS–– CMMS financialsCMMS financials–– WMS Data Mart FinancialsWMS Data Mart Financials–– ERP book valueERP book value–– ERP forecasted revenuesERP forecasted revenues–– ERP historical revenuesERP historical revenues–– Provides related set view: circuit, line, pressure system or Provides related set view: circuit, line, pressure system or

geographic areageographic area

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CAPEX ProcessCAPEX Process

Data marts• I&M data• OMS data• Operational data• Financial data

GISPlanning

tools

Projectprioritization

(tools)

BudgetExecution

CommissioningO&M

Cost, risk, performance targets

Extending Extending ‘‘Hub&SpokeHub&Spoke’’ Operations to Operations to Web Services and GISWeb Services and GIS--based EAM based EAM

ToolsTools

Databases

LegacySystems

3rd Party Software andMiddleware

Applications

Application Serverwith

Business Logic

Intranet

Internet

EAM Application LayerSOA Architecture

Using Web ServicesAnd GIS

Operational Systems A2A LayerHUB/Spoke Architecture

EAI MOM/Broker

PresentationLayer

Data Marts

Phase 4: Integration of Near Phase 4: Integration of Near RealReal--time Field Automationtime Field Automation

Substation AutomationSubstation Automation

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AMI AMI –– MDM System ArchitectureMDM System Architecture

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Conceptual Enterprise Integration of AMI and IEDsConceptual Enterprise Integration of AMI and IEDs

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Distribution Engineering Case Study MgmtDistribution Engineering Case Study Mgmt

Integrated Delivery FrameworkIntegrated Delivery Framework

Supports ESRISupports ESRI’’s Utility Clients In Any Of The 4 Phases s Utility Clients In Any Of The 4 Phases of Automationof Automation

System Integrator Workbench System Integrator Workbench ComponentsComponents

Adapter Workbench Adapter Workbench —— iWay Service ManageriWay Service Manager•• Universal Adapter Framework based adapter Universal Adapter Framework based adapter

development supporting 7 categories:development supporting 7 categories:–– Application System: CIS and ERP VendorsApplication System: CIS and ERP Vendors–– Data Data –– Most of our EDRP database exchange tables, Most of our EDRP database exchange tables,

our clientsour clients’’ home grown CIShome grown CIS’’ (VSAM, IDMS, etc..)(VSAM, IDMS, etc..)–– eBusiness: Some credit checkseBusiness: Some credit checks–– Technology: MQ, MSMQ, TibRV, XML, HTTP, COM, Technology: MQ, MSMQ, TibRV, XML, HTTP, COM,

.NET.NET–– Transaction processor: CICS, TuxedoTransaction processor: CICS, Tuxedo–– Emulation: 3270 Screen ScrappingEmulation: 3270 Screen Scrapping–– TouchPoints: Probably not applicable, TouchPoints: Probably not applicable,

though could be for some ERP vendorsthough could be for some ERP vendors……

•• Application InterrogatorApplication Interrogator–– System and software engineering design aidSystem and software engineering design aid

•• Adapter DesignerAdapter Designer–– Building our own TouchPoint Adapters for EDRP Building our own TouchPoint Adapters for EDRP

space based on our IBPM experience:space based on our IBPM experience:•• Initiate, estimate, schedule, close, Initiate, estimate, schedule, close,

update outage statusupdate outage status

Distributed Query(EII)/Federated Database Distributed Query(EII)/Federated Database —— iWay Data MigratoriWay Data Migrator

Data Warehouse/Data Mart Extract, Tranform, & Load (ETL) Data Warehouse/Data Mart Extract, Tranform, & Load (ETL) —— iWay Data iWay Data MigratorMigrator

Dashboard Framework Dashboard Framework —— ClientClient’’s BI toolkits BI toolkit

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System Integrator Workbench System Integrator Workbench Benefits Benefits –– Adapter Workbench Adapter Workbench •• Supports a pragmatic heterogeneous integration approachSupports a pragmatic heterogeneous integration approach•• Supports utilitiesSupports utilities’’ wide array of integration architectures:wide array of integration architectures:

–– FilesFiles–– Database tables/views/stored procsDatabase tables/views/stored procs–– EAI message queue: MQ, MSMQ, TibRVEAI message queue: MQ, MSMQ, TibRV–– ESB services: Web ServicesESB services: Web Services–– J2EE App Servers: Web Services, JMS, JCAJ2EE App Servers: Web Services, JMS, JCA–– COM APIs, Custom APIsCOM APIs, Custom APIs

•• Supports the EDRP vendorsSupports the EDRP vendors’’ software architectures software architectures –– Most are closed, very little Web Services (other than one GIS veMost are closed, very little Web Services (other than one GIS vendorndor……), some MQ, some ), some MQ, some

TibRV, many database level exchange tablesTibRV, many database level exchange tables–– Wealth of Application System adapters for leading CIS and ERP veWealth of Application System adapters for leading CIS and ERP vendorsndors

•• Gives utilities a chance to pursue an event driven SOA architectGives utilities a chance to pursue an event driven SOA architecture in ure in manageable piecesmanageable pieces

–– Not all integrations needs to be based web services on day oneNot all integrations needs to be based web services on day one–– Allows us to leverage our coarseAllows us to leverage our coarse--grain Touchpoint Adapters as servicesgrain Touchpoint Adapters as services

•• Speeds integration efforts by removing the integration nuances aSpeeds integration efforts by removing the integration nuances around round the wealth of EAI and ESB installed at client sitesthe wealth of EAI and ESB installed at client sites

•• Provides site deployment toolsProvides site deployment tools

–– Screen ScrapingScreen Scraping–– SOAP: XML/HTTPSOAP: XML/HTTP–– HTTPHTTP–– TM basedTM based

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Integrated Delivery FrameworkIntegrated Delivery Framework

Enterprise Dashboard Enterprise Dashboard ““KPIsKPIs””

Service Oriented Architecture (SOA)Service Oriented Architecture (SOA)

Adapters

Enterprise Service Bus

Enterprise Application Servers

BEA WebLogic

IBM WebSphere

Oracle AS10g SUN JES

SAP NetWeaver JBoss

BizTalk Any J2EE AS

WebSphere MQOracle AQTIBCO RVHTTPJMS SOAP FTP File POP

XML JCAWeb Service

Integrated Delivery Framework(Business Logic)

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Why an Integrated Delivery Framework?Why an Integrated Delivery Framework?

•• Facilitates ease of integrationFacilitates ease of integration•• Faster deploymentFaster deployment•• Reduces costsReduces costs•• Facilitates product choice/legacy adaptationFacilitates product choice/legacy adaptation•• Built in BPM provides gapping/change toolBuilt in BPM provides gapping/change tool•• Integrated dashboard can be focused on KPIsIntegrated dashboard can be focused on KPIs

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Integrated Delivery Framework StrengthsIntegrated Delivery Framework Strengths

•• Solution for any phase of utility automationSolution for any phase of utility automation•• Provides integration with EAI/ESBProvides integration with EAI/ESB•• Modular framework allows manageable growth Modular framework allows manageable growth

pace pace •• Provides transition to SOAProvides transition to SOA•• Matches enterprise integration with strengths Matches enterprise integration with strengths

of ESRI ArcGIS 9.2 of ESRI ArcGIS 9.2 •• Provides integration roadmap for Phase 3 & 4 Provides integration roadmap for Phase 3 & 4

utilitiesutilities•• Comprehensive, consistent integration Comprehensive, consistent integration

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Hallmarks of Distribution Systems ConceptsHallmarks of Distribution Systems Concepts

Operating Model FocusOperating Model Focus•• Enables optimization of facility/asset Enables optimization of facility/asset

maintenance from a reliability, regulatory maintenance from a reliability, regulatory compliance, and lifecyclecompliance, and lifecycle--cost basis by cost basis by integrating facility installation, maintenance, integrating facility installation, maintenance, and operational history information with and operational history information with geographic and cost informationgeographic and cost information

•• Improves planning, prioritizing, and executing Improves planning, prioritizing, and executing all transmission and distribution maintenance all transmission and distribution maintenance work across the enterprise and across asset work across the enterprise and across asset classesclasses

•• Enables utility consolidation and operational Enables utility consolidation and operational integration of facility/asset maintenance and integration of facility/asset maintenance and inspection processesinspection processes

Asset and Resource Management Asset and Resource Management •• Enable nextEnable next--generation asset management approachgeneration asset management approach

–– Leveraged data from siloLeveraged data from silo’’d systemsd systems

–– Asset decision modelAsset decision model

–– Lifecycle asset managementLifecycle asset management

–– Better prioritized and targeted investmentsBetter prioritized and targeted investments

–– Enhanced materials managementEnhanced materials management

•• Enable nextEnable next--generation resource management approachgeneration resource management approach–– Enhanced work forecasting and planning modelsEnhanced work forecasting and planning models

–– NextNext--generation capacitygeneration capacity--based schedulingbased scheduling

–– Job costing and business metricsJob costing and business metrics

–– Customer having a more granular appointment setting for Customer having a more granular appointment setting for service ordersservice orders

–– Optimized estimation for better schedulingOptimized estimation for better scheduling

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Hallmarks of Distribution Systems ConceptsHallmarks of Distribution Systems Concepts

Current TechnologyCurrent Technology•• Business processBusiness process--driven technology driven technology

enablersenablers•• Modern Integration Technology (SOA, ESB)Modern Integration Technology (SOA, ESB)•• Enhanced support for lifecycle asset Enhanced support for lifecycle asset

managementmanagement•• Spatially extended Relational Database Spatially extended Relational Database

Management System (RDBMS)/object Management System (RDBMS)/object RDBMS RDBMS

•• Business domain data marts to support Business domain data marts to support reporting and metricsreporting and metrics

Enabling Tools and InformationEnabling Tools and Information•• GIS Based Asset RepositoryGIS Based Asset Repository

–– Integrating with historical outage causesIntegrating with historical outage causes–– Integrating with PM program resultsIntegrating with PM program results–– Integrating with Property Accounting for valuationsIntegrating with Property Accounting for valuations–– Integrating with WMS data mart for historical investmentIntegrating with WMS data mart for historical investment

•• EAMEAM--related tools to related tools to –– Define and develop PM programsDefine and develop PM programs–– Help the forecasting workload for maintenance and Help the forecasting workload for maintenance and

inspection workloadsinspection workloads–– Help manage assets based on engineering and Help manage assets based on engineering and

economic factorseconomic factors

•• Redesign processes and tools to facilitate Redesign processes and tools to facilitate continuous measurement of existing and future continuous measurement of existing and future KPIs based on shortKPIs based on short-- and longand long--term business value term business value improvementimprovement

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Hallmarks of Distribution Systems ConceptsHallmarks of Distribution Systems Concepts

Application IntegrationApplication Integration•• Enterprise integration blueprint technology to facilitate quickeEnterprise integration blueprint technology to facilitate quicker and r and

easier technology refresh cycleseasier technology refresh cycles•• Maximizes investment in older integration technologies:Maximizes investment in older integration technologies:

–– EAI, Hub & SpokeEAI, Hub & Spoke–– COM, desktop componentsCOM, desktop components–– RDBMS views/data levelRDBMS views/data level–– MOM transport levelMOM transport level–– J2EE application serversJ2EE application servers

•• Processes and tools to facilitate collecting the appropriate datProcesses and tools to facilitate collecting the appropriate data to a to support existing and future Key Performance Indicators (KPIs)support existing and future Key Performance Indicators (KPIs)

–– Inventory metricsInventory metrics–– MWM metricsMWM metrics–– WMS metricsWMS metrics–– Emergency response metricsEmergency response metrics–– PM program metricsPM program metrics–– Take advantage of instrumentation that ESB tools provideTake advantage of instrumentation that ESB tools provide

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BenefitsBenefits

•• Reduced O&M costsReduced O&M costs–– Improve preventative maintenance programs based Improve preventative maintenance programs based

on targeted maintenance of assetson targeted maintenance of assets–– Improve asset placement/replacement based on Improve asset placement/replacement based on

historic performance and cost by type and historic performance and cost by type and manufacturermanufacturer

•• Capital cost deferment/eliminationCapital cost deferment/elimination–– Avoid Avoid ““overover--engineeringengineering”” network by optimizing network by optimizing

loading and reliability loading and reliability –– Prioritize capital projects based on business and Prioritize capital projects based on business and

engineering criteriaengineering criteria

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Other BenefitsOther Benefits

•• Dramatically improve ability to coordinate activities and Dramatically improve ability to coordinate activities and establish best practices establish best practices

•• Create competitive advantage by improving Create competitive advantage by improving DistributionDistribution’’s decisions decision--making abilitiesmaking abilities

•• Create new ways to outCreate new ways to out--perform rivalsperform rivals•• Optimize intellectual capitalOptimize intellectual capital•• Provide a framework to achieve portability and Provide a framework to achieve portability and

scalability to support growth opportunities of customers scalability to support growth opportunities of customers and facilitiesand facilities

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Integrated Delivery Framework SummaryIntegrated Delivery Framework Summary

•• Low Risk Low Risk —— Mainly commercialMainly commercial--based componentsbased components•• Leverages utility investment in other engineering Leverages utility investment in other engineering

technologies as well in enterprise IT technologiestechnologies as well in enterprise IT technologies•• Brings enterprise architecture and enterprise strength Brings enterprise architecture and enterprise strength

components to bear on both integration and data components to bear on both integration and data management issuesmanagement issues

•• HighHigh--value portions can be rapidly prototypedvalue portions can be rapidly prototyped•• Methodology supports a phased set of business Methodology supports a phased set of business

releases with distinct measurable goals and benefitsreleases with distinct measurable goals and benefits

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Tom Helmer Tom Helmer —— Enspiria Solutions, Inc.Enspiria Solutions, Inc.thelmer@enspiria.comthelmer@enspiria.com

Bart Elliott Bart Elliott —— Enspiria Solutions, Inc.Enspiria Solutions, Inc.belliott@enspiria.combelliott@enspiria.com

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