Meter Data Management Systems. Position. Vice President, Product Management. November 29 December 1, 2010 Santo Domingo Dominican Republic

Transcription

1 Meter Data Management Systems Speakers Andy Zetlan name Position Company Aclara Country USA Vice President, Product Management November 29 December 1, 2010 Santo Domingo Dominican Republic

2 Welcome Thank you for taking the time to join us today Our topic for this next discussion is Meter Data Management Systems (MDMS) Your speaker today Andy Zetlan, VP Product Management at Aclara Live in Mountain View, California but work in Wellesley, Massachusetts Our agenda is a simple one Introductions What is a Meter Data Management System? Meter Data Management Systems features and functions Evaluating, selecting and implementing MDMS Open discussion and questions Please ask questions at anytime, and we will do our best to address your questions here or after the meeting

3 MDMS - Agenda 1. Introduction 2. What is MDMS? 3. MDMS features and functionality 4. Implementing MDMS 5. Open discussion and questions

4 Utility software applications fueled by data Business applications and Smart Grid solutions are complex, and consume large amounts of data Data about the electricity network (T&D) Data about electricity markets (prices, forecasts, etc.) Via SCADA systems Via ISO / RTO and markets Business Applications and Smart Grid Solutions Data about customers (consumption, status, and other data) Via metering systems

5 The scale of data collection is a key issue The move to the smart grid results in a paradigm shift regarding metering data. Currently, most utilities create monthly files of meter reads (using manual collection) and submit them to the billing system. With the smart grid, utilities are transformed from distributors of power to brokers of information that handle millions of data transactions every day... When the numerous other functions are considered, such as outage management and demand response events, the impending scale of the challenge becomes apparent. Christopher Perdue, Intelligent Utility Magazine September/October 2010 (bold lettering added..)

6 MDMS - Agenda 1. Introduction 2. What is MDMS? 3. MDMS features and functionality 4. Implementing MDMS 5. Open discussion and questions

7 Telemetering meter data the role of MDMS MDM Software Consolidates data from one or more head-ends, then validates the data before sending to various business applications MDM Software Head End Software provides Vendorspecific interface logic needed to manage meter communication and health (NOC) WAN Communications the communications medium to move data back to the head office Backhaul (RF, Mesh, Fiber, etc.) Head-end Software WAN Communications Neighborhood Area Networks the medium to bring data from end-points to a concentration point if required (RF, PLC, BPL, etc.) Neighborhood Area Networks Meter / HAN Infrastructure The devices and local communications infrastructure for meters and other devices

8 Defining MDMS Initial definition A central data repository and management engine that can accept metering data from several different AMI systems. MDM was seen as a purely billing issue.to streamline billing data collection Today s definition are now defined as systems that link a utility s meter data to its back-end enterprise systems. is essential for a utility to capture advanced benefits as promised by interval meter data, especially when implemented prior to a large-scale residential advanced metering infrastructure (AMI) rollout Source: Chartwell Research Reports

9 Why the interest in MDMS? There are two primary reasons: The advent of Smart Grid, and the need to balance supply and demand using both supply and demand management tools The need for better visibility into customer usage to operate more effectively, forecast more accurately, and assure revenue Once MDMS is in place, many other opportunities present themselves and are considered and implemented More attractive rate options can be offered Customers can become more aware of energy consumption and manage that consumption if desired Reduced outages and outage durations Many others

10 Key business drivers for AMI / MDMS Chartwell Research Reports, 2009

11 Another view of the benefits of AMI / MDMS Quantifiable Benefits Intangible Benefits New Revenue - Reduced Read-to-Pay Time - PBR incentive Harvesting Reduced Outage Minutes Fewer Estimated Bills - New Customer Services Energy Information Services Selectable Bill Date Selectable Bill Frequency Bill Aggregation On-Demand Bill Customized Bill Meter Reading for Other Utilities Outage/Restoration Notification Analysis/Conservation Services One Time & Short Term Benefits - Meter Accuracy Improved - Sale of used meters - Meter Changeout Ends - Tamper Detection & Correction Capital Reductions - Load Research Equip. - Meter Reader Vehicles - Optimal Transformer Sizing - Meter Inventory Reduced Expenses - Customer Service Bill Inquiries Reduced Faster Inquiry Resolution Customer Site Visits - Billing Reduced Manual Processing Fewer Estimated Bills Fewer Pre-bill Audits - Metering & Reading On-Cycle Reads Off-Cycle Reads Meter Reader Safety, Liability Meter Reader Training Reduced Meter Testing Direct Access Settlement Load Research Metering - Distribution Operations Capacitor Control Outage Restoration Transformer Failure Avoided Losses - Reduced Non-Billable Consumption Tamper Deterred Unoccupied Premises - Electric System Optimization End of Line Voltage Feeder Load Balancing Power Factor Losses Customer Service Benefits - Diverse Customer Services - New Rates Possible - Increased Responsiveness to Customer - Less Intrusive to Customer - Power Quality Monitoring Strategic Benefits - Distribution Automation support - Monitor/Manage Distributed Generation - Greater Approved Return - Improved Costs & Pricing Basis - Improved Load Forecasting & System Planning - Improved System Reliability - Market Segmentation & Targeting - Improved Public/Regulatory Relations - Improved Customer Satisfaction copyright 2005 Plexus Research, Inc.

12 MDMS - Agenda 1. Introduction 2. What is MDMS? 3. MDMS features and functionality 4. Implementing MDMS 5. Open discussion and questions

13 MDMS stores metering information, ensures that the data is accurate, and delivers data to a variety of business processes Data storage, archiving, and retrieval Validation, Editing and Estimation (VEE) Reporting Billing determinant computations Integration with other information systems Governance, risk management, and compliance (GRC) MDMS basic functionality

14 MDMS advanced functionality Some MDMS software packages add advanced capabilities to support Revenue assurance Meter Management Planning and asset management Demand response Forecasting and settlement Load profiling Business intelligence Customer Portal Hourly View with Usage and Cost Data in a Critical Peak Dynamic Price Rate

15 MDMS an integral part of utility IT infrastructure Distribution Management Outage Management Demand Response Comprehensive Voltage Reduction Others Customer billing Asset Management Demand response Outage management Customer service Planning Forecasting Others OSB ESB MDMS Data Storage VEE Reporting Billing Determinants Integration Governance, risk management and compliance Interfaces to head-end software SOA Web Services -File Based Customer Portal AMI System(s)

16 MDMS Business Processes Meter Asset Management Billing Load Research Forecasting & Settlement Demand Response Revenue Protection Distribution Planning Meter Provisioning Define Rate Logic Customer Segmentation Load Modeling Customer Interactions Planning and Segmentation Define Circuit Models Mobile Field Service Calculate Determinants Load Profiling Load Forecasting Planning and Segmentation Define External Data (D&B, etc) Define Planning Scenarios Inventory Tracking On-Demand Billing Load Modeling Allocate Load Responsibility Customer Communication Define Tests Asset Utilization Analysis (TLM) Meter Testing CIS Integration Reporting and Graphing Calculate Capacity Obligations AMI Command Execution Generate Qualified List Long-Term Feeder Planning Regulatory Reporting View Exceptions Unbilled Revenue Calculation Create Market Transactions Reporting Manage Investigations Share Results (GIS, Load Flow) Meter & Operational Data Management Data Cleansing and VEE Workflow Scheduling Data Security and Audit Data Alignment Configure Meters Data Exception Management Business Process Management 16 On Demand Read Service Connect/ Disconnect Service Order Creation Outage Integration Rate Change Meter Demand Reset Billing Read

17 Revenue assurance Analyze meter data to generate a list of suspicious accounts or meters Detects potential revenue loss accounts theft of service meter installation problems meter malfunctions leakage Identify hot lists of suspicious activity Displays customer attributes Key statistics Working lists by user Track the state of an account

18 Forecasting, settlement & load research 1. Segmentation analysis 2. Load profiling 3. Load aggregation for forecasting and unbilled usage recognition 4. Load & Capacity settlement

19 Complex Billing Calculate billing determinants to enable complex pricing programs TOU billing Real time pricing Peak demand Totaling demand Net metering

20 Distribution asset analysis Provides a detailed view of loading conditions historical and forecasted - at any point on a distribution network Analyze transformer and feeder loading Improve timing and precision of capital investments Improve asset sizing and consistency Identify high line losses Target customers for load control

21 Demand response analysis in the MDMS Capture meters or devices enrolled in a program Record/Initiate events Validate against program rules Execute display messages and load control Calculate baseline and billing determinants

22 Governance, risk management, and compliance (GRC) Critical functionality to ensure the security and integrity of the MDMS data Governance Setting the rules around which the MDMS will be managed to ensure data integrity, and the process around which the data will be secured Risk Management The tactical approach to be used to secure the MDMS data, including security tools, accessibility rules, and other processes and procedures Compliance Measuring the performance of the Governance and Risk management approach, including reports of accessibility issues and triggers

23 Customer portal How much do I owe? How do I view and pay my bill? Why is my bill different than before? How does my bill compare to last year? Are there programs that would benefit me? How does my home/facility use energy? How can I control my costs? How does my home compare? When do I use energy? Am I on the right rate? What is my bill to date in the billing cycle? What will my bill be at the end of the month?

24 MDMS - Agenda 1. Introduction 2. What is MDMS? 3. MDMS features and functionality 4. Implementing MDMS 5. Open discussion and questions

25 Evaluating and selecting an MDMS Creating the specification Features / functions Business processes The business case Defining the benefits Requesting proposals From qualified vendors Selecting a Vendor Choosing the right solution

26 Specifying the MDMS MDMS is usually specified in two dimensions Features and functions (lists are generally available from vendors, consulting firms, and industry analysts) Work flow (documenting the business processes using the MDMS, once it is in service) An implementation strategy should be included How the software will be implemented, including any integration, training, and other tasks that must be performed Costs should be known and well-supported Creating a complete understanding of the cost and timing of cost for the project Benefits must be clearly defined and accepted Understanding how the organization will benefit from the new software implementation (both hard and soft savings) Enabling the organization to know when the project has succeeded

27 Components of cost Software costs Licensing Personalization / configuration Development of enhancements Integration Software tools, including database and others Hardware Processes Storage Implementation Evaluation and selection Training Design (both software and process) Testing and transition into production Operations and maintenance Labor to support the MDMS Software licenses and upgrades Hardware upgrades Disaster backup and recovery Chartwell Research Reports, 2009

28 The evaluation process Each organization has its own approach, but generally proposals are received and evaluated to reach a selection Functionality ability to accomplish the goals of the utility Cost should be reasonable cost The vendor viability, experience, team culture, etc. Risk ability to deliver in the time and budget that is planned Key issues are important the MDMS must be: Scalable Accurate Flexible Interoperable Expandable Proven

29 Typical MDMS implementation approach Program management office, roadmap, and reporting Tasks Tasks Tasks Tasks Tasks Create Project Plan Set up Implementation standards and procedures Execute kick-off Create Communication Plan Production hardware Procurement Document Requirements Assess data complexity Identify Delta requirements Document and design Delta solution Approve requirements with Delta Review standard design scenarios Configuration design Setup Environments Review testing strategy Collect initialization data and data conversion Configure and unit test Finalize test cases Review organizational change management Planning for production support and cutover Plan end user training Internal review Conduct Internal Test Conduct Integration and System Test Conduct volume and stress test Conduct User Acceptance Testing Test cutover strategy Define Production timelines Establish long term support plan Train end users Refine cutover plans Execute cutover Start of production Transition to maintenance

30 Key MDMS implementation issues Communication Most MDMS implementation problems are the result of communication issues between all parties and the project team Manage cost while delivering initial benefit Don t forget to measure benefits to ensure that you are on track for a successful deployment Establish a strong Project Management Office (PMO) Frequent reporting and problem identification / resolution Vendor management and relationships Change control Focus on Change Management It is critical to understand the impact on the organization resulting from the new technology deployment, and plan for it Meter Data Management, Chartwell, 2010

31 MDMS - Agenda 1. Introduction 2. What is MDMS? 3. MDMS features and functionality 4. Implementing MDMS 5. Open discussion and questions

32 Summary MDMS is a key software module for any Smart Grid program Ensures that data is properly managed Provides data for a wide variety of business processes Requires effort to specify, evaluate, select and implement MDMS sits between field telemetry and many other software applications Requires intensive IT activity to implement Requires attention to operate and maintain In addition to enabling the use of a wide variety of metering systems, MDMS helps deliver critical benefits Focused on the operation of the network, management of assets, and the enablement of the customer

33 Andy Zetlan Many thanks for your participation today in this Speakers name MDMS discussion! Position Company Country Vice President, Product Management LinkedIn: andyzetlan November 29 December 1, 2010 Santo Domingo Dominican Republic