The Future of CIM-based Enterprise Integration Based on Lessons Learned from Past Utility Projects

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1 The Future of CIM-based Enterprise Integration Based on Lessons Learned from Past Utility Projects Presented by M. Joe Zhou UCAiug CIMug Austin, TX 2011

2 Utility Smart Grid Landscape Multiple communications technologies No one size fit all due to utility customer segmentation and geographical variations Likely to drive up network management apps integration needs Explosion of field and customer devices that will be attached to the energy delivery network Exponential growth of frequency and volume of data from field and customers devices Security, reliability and liability of data and communication Real time processing of events with automation and visualization Ability to process and react to events in real time Humans will need HELP to operate the grid of the future Tighter integration between operational systems and enterprise systems to drive business performance (productivity and financial) Grid operational decision will have much more impact on the top and bottom line of the utility business. Demand response to affect revenue, outage detection to affect cost, etc. Tighter integration with other businesses and customers third party access, customer participation, distributed energy resources, PHEV, etc. Provide access to data/information to third parties (retailers, value-added service providers, etc.) Provide more real time data access to customers Slide 1

3 Beyond Meter to Cash Customer Engagement Customer relationship Consumer education Demand response programs HAN management Energy Efficiency Demand side management Price-sensitive demand response Aggregate demand response Time of use Peak loss evaluation Distributed Energy Resources Distributed energy management Planning Operations Customer engagement Operational & System Planning Energy theft detection Distribution grid load assessment Tariff & financial planning Engineering & Operations Power quality monitoring and analytics Distribution transformer load assessment Volt/VAR monitoring & optimization Load profiling Bus load analysis Strategic Asset Management Strategic asset planning Asset data management Condition and reliability based Maintenance Asset lifecycle management Slide 2

4 Smart Grid Conceptual Architecture Slide 3

5 Utility Smart Grid Architecture Source: A Common Language by Michael Hervey and Predrag Vujovic Slide 4

6 Semantic Driven Enterprise Architecture Business Modeling & Design Layer Business Process and Intelligence Layer Business Process Models Transform To Executable Processes Business Process Management B2B Business Intelligence Information Service Model Transform To Executable Services/ Messages/ Data Models Integration Layer Enterprise Services Bus Enterprise Data Integration Enterprise ETL DM/DW Enterprise Semantic Model (Common Business Terms & Semantics) Application Layer Mapping to Application Metadata, and Industry Standards GUI GUI GUI (Transformation Logic) Business Logic Interface Business Logic Interface Business Logic Interface Industry Standards Interface Metadata Data Data Data Xtensible Solutions, Inc. Slide 5

7 What is CIM? If one asks the question to ten people, one would get ten different answers. Why? Because CIM not only is a model with many parts and related messaging standards, but also is constantly evolving and expanding. Is that a good thing or a bad thing? Well, it depends on which blind men you ask? Slide 6

8 CIM History Significant Events Slide 7

9 CIM Sphere of Influence NIST/SGIP has identified CIM related standards as a key part of the smart grid interoperability framework; NIST/ SGIP However, the regulatory agencies in USA (federal and state levels) have not issued any mandates, and nor it would appear to do so in the near future; IEC CIM Users (Vendors and Utilities) Application vendors community are embracing CIM and its related standards, but facing significant challenges; Regulatory Agencies CIM and its related standards are controlled by IEC, which is a volunteer based international standards development organization. Utilitiess are still looking for answers. Slide 8

10 The Value of CIM? The CIM and its related standards themselves: Vendors want standards that are implementable and testable Utilities want to specify such standards It could provide certain level of interoperability It is NOT the answer to utility enterprise integration and information challenges. The philosophy and best practices of CIM and its related standards: The key to enable the semantic-driven enterprise architecture Positions utilities to deal with the changing nature of smart grid requirements, vendor technologies, standards, and regulatory policies It is as important as the standards themselves, if not more. Slide 9

11 Smart Grid Data Models & Standards Smart Data Enables Adaptive Architecture Identity Management Service Process Integration (Quality & Security) BI End Users Utility Enterprise Models MDMS DRMS OMS DMS Head End CIS HAN B2B 3 rd Parties Data Integration (Quality and Security) Portals Customers Master Data Management Service Slide 10

12 How to Sustain Your CIM Investment? Partner with business to understand their integration and information management needs; Have a dialogue to establish a shared understanding of the value CIM to the business and IT the answer may not be about just having CIM-compliant interfaces; Establish a consistent and repeatable architecture and approach to be leveraged by projects for economy of scale and increased benefits. Do not wait, as there will be no business case to do it again. Slide 11

13 What is the Future of CIM? The pace of standards development will remain the same despite much increased interests. More volunteers are needed. The value of CIM is in both its best practices and the actual models and messaging standards. To that end, vendors and utilities will find innovative ways to leverage it to meet their challenges. International adoption of CIM may outpace that of North America due to regulatory policy and process differences. The interests of CIM will drive more enterprise information management needs from utilities due to smart grid integration and data management challenges. Slide 12

14 Contact Information M. Joe Zhou VP of Strategy and Marketing Slide 13