Transcript
Page 1: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Mark PetersonSupervisor of Operations Engineering

TechAdvantageMarch 5, 2014

Ron SchmitzManager of Information Services

Page 2: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Agenda

Great River Energy OverviewBackground on SCADABackground on IT FunctionsAlignmentLessons LearnedConclusion

Page 3: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Great River Energy Overview

28 member cooperatives1.7 million people

4th largest G&T in the nation$3.7 billion total assets$2.8 billion total debt$921.2 million revenue

880+ employeesMN and ND

3,619 MW generation468 MW wind

4,600+ miles transmission

Page 4: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

SCADA Functions

Page 5: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Drivers for SCADA Support

Data CenterChanges

2007

Metering and

SCADA IPConversion

2008

EMSReplacement

2008

BackupControl Center

2009

OrganizationalChanges

2011

Page 6: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

IT Functions

Page 7: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Drivers for IT Support

IT DivisionCreated

2003

Data CenterChanges

2007

IPNetwork

2008

OrganizationalChanges

2011

Page 8: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

2011 & Beyond: Time for Alignment

DataCenter

Changes

IPConversion

EMSReplacement Backup

ControlCenter

IT DivisionCreated

2003 2007

IPNetwork

2008

OrganizationalChanges

20112004 2005 2006 2009 2010

I T F U N C T I O N T I M E L I N E

O P E R A T I O N S F U N C T I O N T I M E L I N E

DataCenter

Changes

OrganizationalChanges

2003 2007 2008 20112004 2005 2006 2009 2010

START OFCONVERGENCE

ALIGNMENTOCCURREDAPPROX 4 YEARS

Page 9: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Incident responseCyber security

Before Alignment

Change managementDatabase supportServer supportStorage supportTelecommunications

Project engineeringApplication engineeringData management

RESPONSIBILITIES FOR SCADAIT DEPARTMENT

SYSTEM OPERATIONS

FIELD SERVICESEquipment deployment & support

Application supportSoftware development

Incident responseCyber security

Page 10: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Factors Driving Alignment

PEOPLEChanging Workforce

Page 11: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Factors Driving Alignment

TECHNOLOGYCommunications Convergence

Page 12: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Factors Driving Alignment

INFORMATIONEnterprise Availability of Data

Page 13: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Factors Driving Alignment

FINANCIALSReducing overall costs

Page 14: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Factors Driving Alignment

REGULATORYComplying with Increased Cyber Security Requirements

Actual GREComplianceSpecialist

Page 15: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Past Shortcomings

• Minimal standardization of configurations and technology

• Minimal change control for data or technology changes

• Minimal process documentation• Effort to hold onto the past

– New SCADA Vendor features were not incorporated.– Legacy displays still have masked issues.– Enhanced SCADA database tools not utilized.

Page 16: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Challenges

• Loss of control of the SCADA (perception)– EMS asset owned by Transmission

department

• Mistrust of IT in general (they’re taking over the world!)

• Legacy employees resistant to change– Prior internal department was hands-

on, IT more structured with job scope– Job functions changed, reduced

scope in some cases.

Page 17: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Overcoming Challenges

• Clearly defined roles and responsibilities

• Created trusting relationships– Deliver on commitments– IT leadership and staff need to

understand importance of energy management

• Gained understanding of functions– IT: system support, operational

procedures– OT: CIP, SCADA, 24/7 operation

Page 18: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Alignment Goals

• Better alignment with existing IT support functions– Service desk– System administration

• Formal on-call policy– Former structure relied on the person who lived in

town to address critical issues after hours.– Processes created for escalating issues

• Clearly defined roles– Staff can focus on their areas of expertise– Excitement for clean up and standardization

Page 19: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Incident responseCyber security

After Alignment

Change managementDatabase supportServer supportStorage supportTelecommunications

Project engineeringApplication engineeringData management

RESPONSIBILITIES FOR SCADAIT DEPARTMENT

SYSTEM OPERATIONS

FIELD SERVICESEquipment deployment & support

Application supportSoftware development

Incident responseCyber security

Page 20: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Another Example

Metering– IP connectivity drove change– Operator visibility of the electric system

increased– Meter callout/interrogation improved– Data management and reporting improved

Metering support is split the same as SCADA

Page 21: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Other Areas of Alignment

• Custom Applications• Distribution Automation• Load Management

Page 22: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Lessons Learned

1. TEAMWORK IS KEY– Projects– Support– Vendor management– Staff meetings

2. Make incremental changes3. Build trusting relationships4. Cohesive support for energy management,

metering, load management

Page 23: W0815 Ron Schmitz - TechAdvantage · 3/2/2014  · Mark Peterson Supervisor of Operations Engineering TechAdvantage March 5, 2014 Ron Schmitz Manager of Information Services. Agenda

Conclusion

Started IT/OT alignment with IP convergenceMultiple factors drove alignmentAddressed shortcomings and challengesImproved situational awarenessWill continue to grow and adapt …

TEAMWORK IS KEY!