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Comprehensive EAM for Electric and Gas Utilities
IBM Maximo Asset Management in the Utilities Industry Briefing
Agenda
Utility Industry Challenges
IBM Maximo in the Utilities
Industry
IBM Maximo Offering for
Multiple Business Units
Aging Assets
Under investment in T&D requires $300B over next 20 years
Average age of generation facilities puts reliability at risk
Aging Workforce
Workforce Strategies Workforce Strategies
– Knowledge Capture
– More Contracted Labor
– Partnerships with Local Colleges
– Engineers and Crafts are Mobile
Aging application portfolio
Develop Assets
NetworkAnalysis/Design
Operate Assets
OutageManagement
SCADA
Metering
Maintain Assets
Customer Information System
ERP System (Finance, HR, Supply Chain)
Capital Projects
Investment Planning
Operate and Maintain Assets
Outage Managemen
t
SCADA
Planning & Scheduling
Plant Digital Control System
Supply Chain/Material Management
HR, Finance
CPM Scheduling
Engineering
Work Management
Asset Managemen
t
Work Force ManagementDocument
Management
Contractor Managemen
t
Operator Rounds
Service Managemen
t
Develop Assets
NetworkAnalysis/Design
ConstructionWork Mgmt.
WorkforceManagement
Operate Assets
OutageManagement
MeterWork Mgmt.
WorkforceManagement
SCADA
Metering
Maintain Assets
MaintenanceWork Mgmt.
WorkforceManagement
Geographic Information System
Customer Information System
Develop Assets
NetworkAnalysis/Design
ConstructionWork Mgmt.
WorkforceManagement
Operate Assets
OutageManagement
MeterWork Mgmt.
WorkforceManagement
SCADA
Metering
Maintain Assets
MaintenanceWork Mgmt.
WorkforceManagement
Geographic Information System
Customer Information System
ERP System (Finance, HR, Supply Chain)Supply Chain/Material Management
HR, Finance
Duplication of Functionality Legacy Code Point to Point Integration
Convergence of Information Technology (IT) and Operational Technology (OT)
The business is depending on IT to meet the challenges of aging assets, aging workforce and aging systems, as well as, increased regulatory compliance, customer reliability expectations and system integrity concerns.
The dependence on IT has created new cultural challenge.
In the past the LOB have purchased OT to meet immediate needs without concern for corporate architecture policy. Now they have multiple silos of solutions.
Regulators are mandating reliability
“Companies that look to the IT department to bring a competitive edge and drive the revenue growth
may find themselves facing an unexpected roadblock: “Their CIO and COO are butting heads”
Information Week, August 1, 2006
“Maximo offers a unified platform to support physical and IT assets in support of increase dependence on IT systems across all LOB.
Extraction
• Geophysical evaluation
• Field development
• Drilling operations
• Crude oil & gas Production
• Gathering & processing
• Mining Coal & Uranium
Generation DistributionRetail
Customer
CommercialCustomer
• Fossil Generation• Hydro Generation• Nuclear Power• Wind Power• Emerging Technology
• High Voltage transmission• Substations• Mobile Inspection
• Work Management• Operations Management• Mobile dispatch
• ARM• CRM
Maximo across LOB
CROSS-FUNCTIONAL & SUPPORT PROCESS AREAS
Engineer & Maintain plants & equipment
Procurement & Logistics
Finance & Accounting
Project Planning & Control
Information Technology
Transmission
Energy & Utilities Value Chain
Extraction
• Field development
• Drilling operations
• Crude oil & gas Production
• Mining Coal & Uranium
Generation DistributionRetail
Customer
CommercialCustomer
• Fossil Generation• Hydro Generation• Nuclear Power• Wind Power
• High Voltage transmission• Substations• Mobile Inspection
• Work Management• Operations Management
Transmission
• 300 + utilities worldwide using MAXIMOGeneration (160), transmission (38), distribution (21),
Gas pipeline & distribution (23), water/wastewater (120)
• 5 of 10 Global 500 Energy Companies
• 7 of 10 Fortune 1000 Energy Companies
• 17 of 30 Fortune 1000 Utilities Companies
Energy & Utilities Value Chain
Duke, NYPA, LCRA, Mirant, Calpine, Dynegy, APS, Entergy Nuclear, Powergen, iPower, Jpower(EPDC), ADWEA, ESKOM, Yalhourn Energy, Columbia Gas, El Paso, Bureau of Reclamation,Sydney Water, LADPW, Clark County
22% of Sales, 300+ Utilities Clients,
Nuclear Generation, Fossil Hydro Generation, Gas & Electric Transmission & Substation, Gas, Water & Electric Distribution, Water & Waste Water Collection & Treatment
Utility
Segments
Key Customers
Key Facts
Constellation “To meet our business
objectives, it is essential that we have a strategic
approach to asset and work management. We selected Maximo as our asset and
work management platform for nuclear and fossil”
Wynne Hayes, CIO Constellation Energy's
Generation Group.
Xcel EnergyWe strive for continuous
improvement in our maintenance processes,
and MAXIMO will be a key enabler for improving
reliability centered maintenance. In addition, having a common system will allow us to deploy best practices throughout the entire generation fleet.
David Wilks, Xcel Energy’s president of the
energy supply
Extraction
• Field development
• Drilling operations
• Crude oil & gas Production
• Mining Coal
Generation DistributionRetail
Customer
CommercialCustomer
• Fossil Generation• Hydro Generation• Nuclear Power• Wind Power
• High Voltage transmission• Substations• Mobile Inspection
• Work Management• Operations Management
Transmission
Southern Company, NiSource, Salt River ProjectNews
Energy & Utilities Value Chain
Adu Dhabi Water & Electricity Abu Dhabi, UAE New South WalesAlstom Network Services Australia & New ZealandArizona Public Service Phoenix, AZAtco Energy Alberta, CanadaBarbados Light & Power BarbadosBIOENERGI Luleå AB Västerås Stads KraftvärmeverkBureau of Rec (US Federal Dams) Denver, COCanjun Electric Power Cooperative Baton Rouge, LAChelan County PUD Wetatchee, WAChilectra SA ChileCINergy Cincinnati, OHCia Energetica de Brasilia Brasil CitiPower Victoria, AustraliaColorado Springs Utilities Colorado Springs, COConnexus Energy Ramsey, MNConsolidated Edison New York, New YorkDaya Bay Nuclear Power ChinaDuke Energy Charlotte, NCDynegy Houston, TXEast Kentucky Power Cooperative Winchester, KTElectranet Adelaide, AustraliaEntergy NE Nuclear Operations White Plains, NYEskom South AfricaGesa Gas & Electricity SpainHydro Quebec Quebec, CanadaHuang Tai Power. ChinaInternational Power UKLA Department of Water & Power Los Angeles, CALakeland Electric & Water Lakeland, FlLouisville Gas & Electric Louisville, KYLower Colorado River Authority Austin, TXJacksonville Electric Authority Jacksonville, FLKeyspan Energy Long Island, NYMirant Atlanta, GAMinnesota Power Duluth, MINew York Power Authority White Plains, NYNational Power Supply Thailand
Origin Energy AustraliaPowerGen Liverpool, UKSalt River Project Phoenix, AZSeabrook Nuclear Power Station Seabrook, NHSouth Carolina Electric & Gas Columbia, SCStadtwerke Chemnitz AG GermanyTata Electric IndiaTenaga Nasional Berhad MalaysiaTexas Utilities Dallas, TXWestern Area Power Admin Denver, COWindsor Utilities Windsor, Ontario, CanadaXcel Energy Denver, COYallourn Energy Victoria, AustraliaYorkshire Electric UK
Keyspan Energy Boston, MAEl Paso El Paso, TXGPU Gasnet AustraliaSPP Solvenia Santos AustraliaSouthern California Gas San Diego, CA
Brisbane Water Queensland, AustraliaCity of Bellevue Bellevue, WACity of Surrey Surrey, B.C. CanadaClark County Water Las Vegas, NVLA County Public Works Los Angeles, CALyonnaise Des Eaux FranceMetro Water District of SoCal San Dimas, CAOrange County Water Utilities Orange County, FLPinellas County Clearwater, FLPhiladelphia Water Philadelphia,PASaur UKSeattle Water Seattle, WASouth East Water UKSydney Water Corporation AustraliaThames Water International UKUnited Water Australia
Clients Around the World
T&D Clients
Keyspan Energy Colorado Springs Utilities Minnesota Power Connexus Energy Enwin Utilities Barbados Light & Power Arizona Public Service Lakeland Utilities ESKOM ENECO National Grid DTE Energy Scotia Gas Networks Constellation BGE Salt River Project NiSource
Duke Energy New York Power Authority Consolidated Edison Western Area Power
Administration Hydro Quebec TXU Energy Delivery Salt River Project Cinergy El Paso Columbia Gas Transmission Duke Gas Transmission National Grid Michigan Electric
Transmission
Distribution Transmission
Generation Clients
Keyspan Energy Duke Energy Mirant New York Power Authority LCRA Bureau of Reclamation Chelan County Arizona Public Service Yalhourn Energy Calpine Powergen DTE Energy International Power Xcel Energy Texas Genco (NRG)
Energy Nuclear Northeast FPL Nuclear Seabrook Guangdong Nuclear Power
Group TXU Nuclear Dominion Nuclear DTE Energy Fortum Heat & Power Electronuclear BNFL: Chapelcross, Caldor
Hall Constellation Energy Southern Company
Fossil & Hydro Nuclear
The Company Four-Service Municipal Utility— natural gas, electricity, water and
wastewater distribution and power generation 650,000 combined customers, 500 square mile service area, 1800
employees
The Challenge Industry Restructuring Separates Generation, Transmission & Distribution Increasing customer expectations and regulatory requirements Leverage IT Investments with Key Initiatives Desire to have one system to handle multiple business units
The Solution Developed Corporate IT Strategic Plan with Executive Sponsors Subject-matter experts coordinate usage of technology Standardized on Maximo for Work and Asset Management plus Inventory
and Purchasing with integration to GIS, CAD and CUE.
The Benefits Lower cost of ownership to manage all assets in one system Higher service levels, reduced O&M expense, Increased asset reliability Consistency in design and constructions methods
Colorado Springs Utilities
The Company Large, Multi-Business Unit Utility Service 3.2 M Customers Nuclear, 9 Fossil Stations, Gas & Electric Distribution Variety of non-regulated businesses including railroad for coal
transportation, biomass, merchant generation
The Challenge Consolidate numerous systems into one set of applications for all
business units. Develop and Implement standard processes for Financial Management,
Human Resources, Supply Chain and Work & Asset Management
The Solution Industry Solutions: Maximo for T&D and Nuclear Power Integrated to SAP Financials and Supply Chain MDSI for Mobile and ESRI for GIS Hub and Spoke Integration Architecture
The Benefits Standardized Processes across the enterprise Numerous benefits including; Higher service levels, reduced O&M
expense, Increased asset reliability $90M annual post implementation benefits
DTE Energy
The CompanyWholly owned subsidiary of NRG (as of Feb. 2006)One of the largest wholesale electric power generating companies in the
US, 10 Fossil generation plants with a generating capacity of 11,000MW.
The Objective
Implement systems to support operational excellence and future growthImplement new systems (finance, asset management, HR, time entry ) to
support newly formed company after divestiture from Reliant EnergyMove all Texas Genco and NRG plants across the country onto Maximo
The Approach
Develop a “best of breed” implementation team. Texas Genco acted as “System Integrator” for overall program, with the Maximo team acted as “prime” for asset management activities,
Core implementation team moving from plant to plant
The OutcomeLive system in 8 months (work and asset management, inventory,
purchasing) Plants nationwide accessing data center in Princeton for Maximo
Texas Genco (NRG)
The Company Largest natural gas distributor in the Northeast 2.1M customers and 12,000 employees Outsourced operator of LIPA’s distribution system with 1.2M customer Operates 4000 mw fossil generation on Long Island
The Challenge Deregulation (19 90s) forced Boston Gas (now Keyspan) to cut costs Replace numerous legacy system Improved crew productivity Implement a common platform
The Solution Maximo WAMS (Work & Asset Management System) Later, Maximo rolled out in the generation business Followed by Keyspan implementing Maximo in Electric Distribution
The Benefits Common platform, lower total cost Improved customer satisfaction Improve work productivity
Keyspan Energy
The Company $20B Global Energy Company operating in US, Europe, LA and Asia Top 10 in US electric power generation- Top tier gas marketer Build and operate 25,000 MWs, regulated and unregulated plant 25,000 employees worldwide
The Challenge Duke needed a standard, scalable platform for Work Management and
Financials across multiple business units Replace legacy mainframe systems with server/web based systems Minimize IT and station support at the plant level
The Solution Maximo/PeopleSoft provides common design for inventory
management, purchasing and accounts payable, while incorporating business unit requirements. 61 Plants implemented
Used by Fossil/Hydro, Electric Transmission, and Gas Pipeline
The Benefits “Best Practices” enforced with standard software footprint Reduced total cost of ownership and support Seamless information sharing across the supply chain from work
management through accounts payable
Duke Energy
The Company Xcel Energy is the fourth-largest combination electricity and natural
gas energy company in the United States with revenues of $15B Operate 15,000 MWs, regulated fossil,hydro and alternative energy 14,000 employees across 12 states on 69 different sites
The Challenge Xcel Energy is the result of the mergers of three different utilities Replace legacy systems modern XML capable systems Integration with multiple back-end systems Manage culture change among different plants
The Solution Maximo/PeopleSoft/JDEdwards provides seamless interoperability
while incorporating business unit requirements. Maximo offered scalability to server the smallest hydro and largest coal
plants with the same solution – 72 Plants Implemented in 12 months
The Benefits “Best Practices” enforced with standard software at all 69 sites Enabled reliability centered maintenance processes Seamless information sharing across GL, HR , and supply chain 5 years Revenue Enhancements $33.7M Cost Reduction $7.9M
Xcel Energy
The Company Largest State-owned public power Generates 5245 MWs from 21 Facilities 1400 miles of high voltage transmission Mission: Low cost, “best practice” operations
The Challenge Reduce $150M O&M budget by 10% per year Improve direct utilization of 800 craft Reduce dependence on outside contractors Perform more “life extension” projects with less O&M budget
The Solution MRM – Maintenance Resource Management Program instituted 1995 Maximoi integrated to SAP is used throughout NYPA Allows for Quantitative Management Decisions and Benchmarking Institutionalizes Maintenance Planning and Scheduling
The Benefits O&M Budgets reduced ($90M 2000) with increase backlog Large recurring tasks (e.I, turbine overhaul) completed with less hours Displaced outside contractor work (and cost) with internal resources Worker utilitization improvement to 85% equaled $6.2 saving per year
New York Power Authority
Analyst View: Gartner EAM Magic Quadrant for T&D
21 September 2007© Gartner, Inc.Kristian SteenstrupDan MiklovicD: G00150970
The Magic Quadrant is copyrighted 2007 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.
Overall Maximo Solution
Single Platform for Multiple Business Units Value Proposition
Using IBM Maximo across the generation fleet supports– Nuclear, hydro, fossil generation– Regulated and non-regulated – Shared maintenance best practices– Right-sizing maintenance inventory – Managing contracted workforce– Optimization in-house workforce– Complete supply chain management
Using IBM Maximo across T&D business units supports– Intelligent grid and Advanced Metering Infrastructure– Water, gas and electric– Work and asset management processes– Transmission and substation maintenance– Distribution work management – Crew management– Compatible Unit Estimating
IBM Maximo supports IT assets, facilities, vehicle fleet ops, rail and telecom
System Consolidation
Many business systems have already been combined
While some systems consolidated, Asset, IT and Service Management systems continue to be fragmented
Asset Management
Power Generation Asset Management
IT Asset Management
Transmission
Facilities Management
Distribution Work Management
System Consolidation
Consolidation of Asset and Service Management
Strategic alignment of systems focused on assets and service
Benefits of “suite”–Reduced Cost of Ownership
–Lower Risk
Companies often have many “rogue” application with can be absorbed
Maximo Enterprise Suite: Asset and Service Management
Addresses business challenges of Operations and IT
Powerful Business Process Management
Consolidates point solutions for Asset and Service Management into a Rational Suite
Next generation J2EE Technology Platform
Systems Integration
ENTERPRISE
MANAGEMENT
CustomerInformation
System
Financial Management
Human ResourceManagement
Business Intelligence& KPIs
Unitization &Reporting
OPERATIONALSYSTEMS
Mobile Dispatch
GIS
Outage Management
SCADA/DCS
DocumentManagement
Data Historian
Condition Monitoring
Industry Solutions
Providing deep functionality for differentiated markets.
IBM Maximo for Pharmaceutical
IBM Maximo for Oil & Gas
IBM Maximo for Nuclear Power
IBM Maximo for Utilities
IBM Maximo for Transportation
Product Expansion Model
Customer Configuration
Industry Solutions
Maximo
Standard Functions
Web-Architecture
SOA Integration
Transportation
Nuclear Power
Oil & Gas
Pharmaceuticals
Utilities
• IBM Maximo Asset Management as the foundation for product offerings• Industry Solutions built on top of the Maximo platform• Customer Specific Configuration built on top of Industry Solutions• Industry Solution Partners positioned as part of Total Solution
The IBM Maximo Approach to Product Development“In Partnership with Clients”
CHARTER/OBJECTIVE
EXTERNAL MEMBERS
Set DirectionBy Invitation C-Level
INTERNAL Maximo
GROUP TYPE
Advisory Council
Special Interest
User Groups
DevelopmentPartners
Subject Matter
Experts
Users
P&TServices
Industry Mktg
Industry Mktg Sales
Services
ExecutiveCommittee &Industry Mktg
Exchange of Best Practice
Develop RequirementBy Invitation
Maximo World
UsersC-Level
AllPromote Brand Exchange
RUN BY
Maximo Industry Marketing
Customers Users
Maximo Products & Technology
MaximoMarketing
Utilities Advisory Council
Presentations by Industry Experts
Council Members
T&D Roadmap
GIS – Maximo Spatial Embed Map in Key Apps Link GIS Feature to Mx Entity Expose GIS controls via MBOs Support Point, and LinearGraphical Crew AssignmentAutomate Work Order ClosingWO CUE Est. ReferenceOverhead Costs in WOCrew Type & Crew ManagementCrews – Assignment ManagerCrews – Work Order PlanningCrews – Labor ReportingCombine T&D Admin
MEA: Graphical Design, MWFM, CPR (Fixed Asset)
Maximo Project Manager for Crews
Compatible Unit EstimatingCompatible Unit LibraryCompatible Unit Admin
Maximo T&D R2
Delivery Date: 2007 Delivery Date: TBD
Service Appointment SchedulingDispatching ApplicationScheduling Route OptimizationSchedule ConfigurationExtend Mobile - Field CompletionService Address: Locations, AssetsWork Orders & Service RequestService CentersGIS – Crew, Person, Routes, PM,GIS - MobileCUE Hierarchy Navigation TreeMEA CIS, OMSGIS – Maximo Spatial Embed Map in Key Apps Link GIS Feature to Mx Entity Expose GIS controls thru MBOs Support Point, Linear, AreaGraphical Crew AssignmentAutomate Work Order ClosingOverhead Costs in WOCrew Type & Crew ManagementCrews – Assignment ManagerCrews – Work Order PlanningCrews – Labor ReportingCombine T&D Admin
MEA: Graphical Design, MWFM, CPR (Fixed Asset)
Maximo Project Manager for CrewsCompatible Unit EstimatingCompatible Unit Library & Admin.
Maximo T&D R3
Crew Type & Crew ManagementCrews – Assignment ManagerCrews – Work Order PlanningCrews – Labor ReportingCombine T&D Admin
P1 – May 2006
MEA: Graphical Design, Mobile Work Force Management,CPR (Fixed Asset)PM - June 06Maximo Project Mgr for CrewsCompatible Unit Estimating Compatible Unit LibraryCompatible Unit Admin
Delivered: December, 2005P1 May 06 – PM June 06
MaximoT&D R1
Subject to change as requiredDelivery Date: TBD
WO Crediting & Unit ReportingConfigurable PM TriggersCapacity PlanningScheduling – Task DependenciesExtend Schedule ConfigurationService Appointment SchedulingDispatching ApplicationScheduling Route OptimizationSchedule ConfigurationExtend Mobile - Field CompletionService Address: Locations, Assets,Work Orders & TicketsService CentersGIS – Crew, Person, Routes, PMGIS MobileCUE Hierarchy Navigation TreeMEA CIS, OMSGIS – Maximo Spatial Embed Map in Key Apps Link GIS Feature to Mx Entity Expose GIS controls thru MBOs Support Point, Linear, AreaGraphical Crew AssignmentAutomate Work Order ClosingOverhead Costs in WOCrew Type & Crew ManagementCrews – Assignment ManagerCrews – Work Order PlanningCrews – Labor ReportingCombine T&D Admin
MEA: Graphical Design, MWFM, CPR (Fixed Asset)
Maximo Project Manager for CrewsCompatible Unit EstimatingCompatible Unit Library & Admin
Maximo T&D R4
T&D SM Rev 4 8-15-06
T&D 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
Network Model
As-Designed Network Model
AssetAttributes
AssetLocation
Work Details
Schedule
Asset Details
Asset Details
RoutineWork
Work Completion
DispatchDispatchManagementManagement
AssetAssetInvestmentInvestmentPlanningPlanning
RCMRCMAnalysisAnalysis
Asset Asset DatabaseDatabase
WorkWorkGenerationGeneration
WorkWorkManagementManagement
ScheduleScheduleOptimizationOptimization
GeographicGeographicInformationInformation
SystemSystemEMS /EMS /
SCADASCADA
Outage Outage ManagementManagement
SwitchSwitchSchedulingScheduling
LoadLoadForecastingForecasting
ConstructionConstructionStandardsStandards
Network Events
Asset Management
Work Management
Network Operations
CU CU EstimationEstimation
Operations Work
Real-TimeNetwork Data
Condition AssessmentStorm RestorationLine Inspections
Load Forecasts
Engineering
PurchasingPurchasing FinancialFinancialManagementManagement
Human Human ResourcesResources
Corporate Systems
Customer Service
Customer Customer InformationInformation
SystemSystem
Voice Voice ResponseResponse
Financial Financial ProjectProject
ManagementManagement
Field Work
MXESMXESMobileMobile
Field DataField DataCollectionCollection
DesignDesign
InventoryInventory
Labor Skills & Certifications
CPMCPMSchedulingScheduling
Data Data HistorianHistorian
MeterMeterReadingReading
DocumentDocumentManagementManagement
Service LevelService LevelAgreementAgreement
Service Management
ServiceServiceRequestsRequests
ContractContractManagementManagement
OnlineOnlineCommerceCommerce
Service Service CatalogCatalog
BillingBilling
MobileMobileGISGIS
MobileMobileDesignDesign
To EngineerDesign
From MobileDesign
Supply Chain
SwitchingRequests
SwitchingRoutines
FixedFixedAssetsAssets
Maximo PartnerPartner 33rdrd Party
Key Capabilities of IBM Maximo for Utilities
Work & Asset Management –Job Plans – Labor, Tools, Material
–Compatible Unit Estimating
–PM, CBM
–History
–Failure analysis
Material Management Procurement Management Contract Management Service Management
–SLA
–Escalation
–Notification
IT Service Management
Support additional work related applications – examples:
–Leak management
–Street light management
–Permits and Paving
Mobile – Inspection, Inventory Crew Management
–Skills Level
–Qualification/Certification
–Tools & Equipment
Design tools interoperation Mobile Dispatch
Summary
System Consolidation
IT – OT Convergence
SOA Architecture
Common Platform across LOB
Leadership Position per
Research Analysts