Breakthrough best practices for merging IT and OTassets.fiercemarkets.net/public/smartgridnews/IT_OT...Compliance Management: • Use DMS as a catalyst for the rethinking of distribution

Confidential – For Internal Use Only 1

Breakthrough best practices for merging IT and OTJuly 19, 2011

Lessons from the Real World Webinar Series


Agenda

• Why blend IT and OT?

• Industry examples

• Best practices

• Featured example:

Duke Energy

2


Today’s Presenters

Jesse BerstHost & Moderator

Founding EditorSmartGridNews.com

Mark WyattVice President

Smart Grid and Energy SystemsDuke Energy

Wade MalcolmSenior Director Smart Grid

Operations Technology GroupAccenture


Name Background

Wade P. Malcolm,

P.E.Senior Director – Accenture’s Smart Grid Operations Technology Group

• Over 25 years of experience in technology development and delivery, and utility operations.

• Active in standards activities in support of NIST, the ZigBee Alliance and NAESB. Recently completed work on the reliability impacts of climate change initiatives for NERC.

• Formerly an officer at EPRI prior to joining Accenture in 2007.

• Senior Member of the Institute of Electrical and Electronics Engineers (IEEE) and a Registered Professional Engineer in the Commonwealth of Pennsylvania. Bachelor of Science in Electrical Engineering and a Master of Science in Electrical Engineering from Drexel University.

Speaker


Smart Grid is substantially more dependent on IT than prior operational

concepts …

Making The Grid:

• Observable

• Controllable

• Automated

Integrating

Grid Data Into:

• Processes

• Systems

Smart Grids Can Use:

• Sensing

• Embedded Processing

• Digital Communications

• Software

Utilities are integrating more IT and OT as the grid gets smarter

© 2011 Accenture. All rights reserved.


Today, the industry is embarking on installing mostly “first generation”

systems to meet smart grid needs and is observing barriers:

1st Generation Systems

TextScale

Storage

Telecomm

Info

Barriers observed in blending IT and OT



The mass implementation of smart meters across the utility enterprise is

typically the first step bringing the two (IT & OT) organizations together to

operate with common goals


Blending IT and OT: The need

Information

Technology

Operational

Technology


IT & OT convergence for AMI: An Asian utility example

• AMI illustrates

some areas

where IT / OT

coordination is

required• Example 1:

firmware

upgrades for

meters

(release

mgmt.)

• Example 2:

MDMS cross

business

group use

Traditionally OT Traditionally ITAreas requiring close

communication between IT & OT



AMI data usage should be mapped out clearly before deployment, including:

Who owns the data and who is a recipient of data in the utility

How the data is being shared


AMI data demonstrates a cross business group need

Customer

Services

Asset

Management

Demand

Response

Portal

Grid

Operations

Engineering

AMI

System

Data


OT is only as good as the actual data: Asian Transco example

They wondered why they were not seeing

the expected benefits from installation of

new technologies such as phasor

measurement units and new system

management algorithms.

These systems were integrated with an

existing GIS and asset registry to better

understand the assets managed and the

associated connectivity.

However, due to the rapid expansion of the

Transco system, it was found that the data

stored in these systems were highly

inaccurate.

This high error rate actually limited the

effectiveness of the utilization of the PMUs

and associated applications to optimize the

system.

In this case, a “back to basics” approach

was utilized to scrub the data and then test

the operational effectiveness of the new

technologies and significant improvement

was noted.


Confidential – For Internal Use Only 11© 2011 Accenture. All rights reserved.

Why go to the trouble of bridging the gap between IT and OT?

Because there is a big upside!

New value streams

by leveraging data

for asset management,

improved forecasting,

and condition-based

maintenance

An excuse to

catalog best

practices and

turn them into

repeatable

processes and

business rules

Minimization of "big bad outcomes"

as you learn to merge data from both

sides to spot potential problems before they do any harm

Improved security and reliability when OT starts using proven IT

techniques for enterprise service bus,

security, network operations, etc.


Through involvement with a huge number of smart grid related projects to

date, some best practices are emerging that will help bridge the IT/OT gap:

How do you get there from here?

Best Practices

Update and expand your

strategy and plans

Integrated IT

and OT NOC

(iNOC)

You can't get

there with

technology

alone

Throw some

of your

data away!

Rock-solid

program

governance

is key

Be sure

kept data

is good



Accenture has created INDE (Intelligent Network Data Enterprise)



Questions?


Name Background

Mark Wyatt Vice President of Smart Grid and Energy Systems, Duke Energy

• 29 + years of experience in the information management and electric and gas utility fields.

• Instrumental in establishing and managing information technology strategy, processes and mechanisms that have allowed the information technology function at Duke Energy to support both a regulated and non-regulated business model.

• Named Vice President of enterprise business applications following the merger between Duke Energy and Cinergy in April 2006.

• Member of several advisory boards including the Computer Science Strategic Advisory Board at North Carolina State University and the Customer Services Week board of directors.

Speaker


Smart Grid Governance at Duke Energy

A cross-functional team was assembled to charter and oversee new efforts becoming the vehicle to

enable cross-organizational change

It required top-down support but also champions (sponsors) in multiple departments

Sponsors meet regularly with the teams to address progress and issues

Rigorous program governance is required to seek out best practices throughout the organization and

then is instrumental in turning those best practices into repeatable business processes and automated

business rules

If you take this approach, you can often find 80% of the skills you need somewhere within the

organization

Then you just have to bring them over into the new IT/OT blended work flow

Duke Energy leveraged what it had learned with its transmission-scale energy management system

(EMS) for use in its distribution-scale distribution management system (DMS)

Duke Energy was often able to use the same platform, concepts, tools, people and processes

Duke Energy started down the convergence path in the late 90s, starting with the transmission group

and then spreading to other parts of the company

As a result, strong benefits are now being seen from the framework and expansion is under

consideration into blended network operations centers, etc.


You can't get there with technology alone…

A big piece of the puzzle is the "soft side" –

the people and organizational issues

Things such as mapping IT techniques to OT

issues and teaching new skill sets as OT

people spend less time in the field and more

time in the control center

For example, Duke Energy has developed

and utilized a 5 year workforce plan

In the plan is a skills gap analysis for areas

such as DMS

Duke has also analyzed gaps and needs for

deploying grid modernization at scale


Smart Grid Operations are evolving and DMS helps meet the needs

Advanced

Basic

SCADA

OMS

GIS

Network

Optimization

Power Flow Analysis and Study Modes

Network Visualization Tools

Remote Monitoring, Control, Alarming, and Tagging

Customer Status, Trouble Calls, Outage Management

Network Operations: e.g., Switching, Crew Interaction and Dispatch

Static View of Network Configuration: e.g., Electronic Map-Board, Network Diagrams

Integrated DMS


Duke Energy DMS – The catalyst for blending IT and OT

Single Operator Interface

Field SCADA

Communications

& Security Integration

Data

Acquisition

Supervisory

Control

One-Line Graphics

Monitoring

Control

Alarming

Device Tagging

Load Shed

Substation

Devices

Line

Devices

Distribution Management

System

Network View

& Model

Distribution

Operator

Simulator

Network Analysis

& Optimization

Historian

Seamless Integration

SCADA to DMS

Switching

Operations

Power Delivery

Systems

Work

Management

GIS

Asset

Data

Outage

Management

Ratings &

Settings

Load

Data

Process

Historian (PI)

Application

Integration


Benefits of smart grid automation (DA) enabled by DMS

Benefits of Distribution Automation and DMS

Shorter average outage time for our customers

• Targets outage and restoration operations

• Facilitates crew dispatch closer to root cause

• Prepares staff and improves planning for major outages

Increased system efficiency

• Proactively manages system demand and load issues

• Improves voltage quality and reactive power support

Improved routine operations and asset management

• Provides standards and documentation for switching operations

• Facilitates communication with field performers

• Targets inspections and preventative maintenance

• Provides asset performance data to engineering and maintenance

• Identifies persistent network issues for improvements


Considerations when implementing a DMS

PROCESS

Expect business process change

Define procedures between operation centers and field

DATA

Do not underestimate DMS need for accurate and complete data

Be prepared to change data standards and maintenance

PEOPLE

Expect to train on more than the system…address process, too

Prepare business and technical resources for joint 24 x 7 support

COMPLIANCE

Ensure appropriate cyber security design and standards

Adhere to NERC CIP boundaries

OPERATING MODEL

Design interaction between bulk system and distribution network

Define control authority for Smart Grid devices


DMS is a key smart grid network integrator for the future

Improved System Efficiency

• Precise models and load flow with real-time AMI

• Utility interface for distributed generation

• Integration with demand response and PHEV schemes

• Precision load shaving with home energy management

OptimizedSystem Management

• Wide-spread field device telemetry

• Targeted inspection and maintenance

• Tight alignment with outage management processes

• Suggestion and automation of switching configurations

Shorter Outages for Customers

• Comprehensive network awareness

• Precise fault location to speed repair

• Closed-loop reconfiguration and self-healing to reduce outage area

• Response simulation, planning, and training

DMS + Advanced Smart Grid Technology = Network Intelligence


Keys to Success

People and

Processes:

Active partnerships

with technology

providers:

Develop and

Execute an

Operations Strategy:

Data and Security

Compliance

Management:

• Use DMS as a catalyst for the rethinking of distribution asset data management

• Do not underestimate data cleanup needed for DMS

• Ensure solid cyber security design, be prepared for NERC-CIP boundary

changes

• Be clear on interaction between bulk system and distribution network, define

control authority for devices

• Plan control room strategies for managing growth in distribution automation

assets and implementing advanced distribution functions

• Focus on software and function stability

• Derive benefits from advanced functionality

• Understand DMS will drive new skill sets and processes for operators

• Address changes in how engineering, operations centers, and the field interact

• Prepare new support processes and organizations


Questions?


Thank you!

More questions?

Jesse Berst

Host & Moderator - Founding Editor

SmartGridNews.com

[email protected]

Mark WyattVice President

Smart Grid and Energy Systems

Duke Energy

Wade MalcolmSenior Director Smart Grid

Operations Technology Group

Accenture

Documents

Breakthrough best practices for merging IT and OTassets.fiercemarkets.net/public/smartgridnews/IT_OT...Compliance Management: • Use DMS as a catalyst for the rethinking of distribution