© 2011 autodesk autodesk® utility design (aud): workflow and erp optimization at southern...

© 2011 Autodesk

Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern California EdisonDebra BrooksProject Manager

Jennifer RyanTechnical Specialist

© 2011 Autodesk

Class Summary

In this class, you will learn about SCE’s:

Vision and approach used to unify design processes for Distribution and Transmission using AUD

Ability to realize the benefits of an IPSEC based work order lifecycle Use of AUD to enable standardization in the design and engineering processes Technical integration of work management applications

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Learning Objectives

At the end of this class, you will:

See how AUD can fit into an integrated suite of work management tools Understand SCE’s solution to many workflow challenges faced in the design

process Apply lessons learned from SCE's AUD & ERP implementation

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125 Years of Edison

Video

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Southern California Edison

Delivering Service Takes

16 utility interconnections

4,990 transmission and distribution circuits

365 transmission and distribution crews

Over 15,500 TDBU employees

One of the Largest U.S. Electric Utilities

180 cities in 50,000 square-miles of service territory

Nearly 14 Million People Served

Renewable energy Met 19.4% of our Customers’ Energy Needs in 2010

3,000,000+ smart meters installed as of September 2011

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Vision and Approach

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Context: Business Drivers for ERPOld Systems New Systems

Customer ExpectationsSmart ConnectEIX Capital Projects

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ERP Guiding Principles: 2004

To facilitate incremental delivery of functionality, reduce productivity dips, consistency of implementation, and preserving the objectives of the overall plan – a set of guiding principles were developed including: Work will be centrally initiated for all of TDBU Access to Tabular and Graphical Designs will be provided through Design Manager for all

Transmission and Distribution users, and Tabular Designs for Substation users A standard set of Compatible Units will be developed for all of TDBU Work will be designed Graphically in AUD product for Sub-Transmission, Distribution and

Substation work, wherever possible using Compatible Units Work will be scheduled for all TDBU through a central scheduling tool – ClickSoft Forecast function will be performed to allow for capacity planning and resource leveling Units of Work will be utilized for scheduling all work

These guiding principles were then embedded into a strategic framework called “Day in The Life” end state vision

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1. Initiate/Identify refers to actions taken to document the

need to perform work.

2. Plan refers to actions taken to establish

accounting, identify resources and develop work

instructions.

5. Close refers to actions taken to update status, asset and equipment records.

4. Execute refers to actions taken to perform

work and report completion.

3. Schedule refers to actions taken to commit resources required to

perform work.

The IPSEC Work ProcessWithin Work Management, IPSEC is a shorthand way of describing the phases of work the EAM Team is enabling with SAP and the ‘Bolt On’ applications:

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Achieving the vision – Fit-Gap Analysis: 2005 ERP-Best of Breed Fit-Gap Summary

Key capabilities

SAP SAP + Bolt-Ons

BOB Only

Fit Fit FitInitiate, Plan, & Design 4 4 4Scheduling and Dispatch 3 4 3

Perform & Close 3 4 3Summary 3 4 3

Major Gaps

1) Limited Optimization2) Not suitable for short duration work 3) No Dispatching4) Inability to generate forecast5) No dynamic rescheduling6) No graphical designs capability7) No GIS capability8) Cannot perform complex pricing calculations9) Lack sufficient Integrated Mobile Capabilities

No Major Gaps

1) Work progress view not complete2) Need a work generation engine 3) Difficult to find all functionality in one solution 4) Cannot perform complex pricing calculations 5) GIS 6) Limited Integrated Mobile Capabilities

Recommended Bolt-Ons

• Scheduling Tool• Design Manager and Graphical Design Tools• Geographic Information System (GIS)• Integrated Mobile Applications

RecommendationImplement SAP, and Bolt-on: Scheduling, Dispatch, Design Manager, GIS, Graphical Design Tools, and Integrated Mobile Applications

4 = Meets3 = Partially Meets2 = Somewhat Meets1 = Does Not Meet

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End State Vision – System & Process Alignment: 2006

Initiate Plan Schedule CloseExecute

eMobile

SAPSCE’sDM

OrderCUDesign

SCE’sDM

CSSSAP

Internal / External CustomersOptimize

d Schedulin

g Software

Mobile Ruggedized Notebooks

Integrated Design Process Close &

Feedback

S A P

GIS

ClickSoft eMobile SAP

AUD

CMS

In-Flight

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Architecture: Major Interfaces

DM

ClickSoft

OMS(Outage Management

System)

eMobile (Field Tools)

CSS(Customer Service

System)

Scheduling Optimization, Forecasting & Planning

Outage Management

Mobile Solution

Customer Service

GESW

Circuit MappingFixed Asset Accounting

POWER PLANT

(Finance)

AUD

Bolt-On SystemsNCMM

(Telecomm)

NetComm Radio Equipment

SCE Design Manager

Graphical Design

WorkMgmt

Supplier,Services

Mgmt

FinanceProject

Systems

ReportingBI

MaterialsMgmt

Payroll /HR

Portal

SAP Functionality @ SCE

Total of 16Different

(non-SAP)Systems

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Summary Operations

Schedulable Operations

Attributes

Operation Attributes• Skill set aggregation• LOE (level of effort)

GDT CollectedCU Attributes

• Operation•Schedulable UOW •Work Center•LOE •Action (Install / Remove)•Components

•Need Date• Responsible Party (SCE/

Customer)• Performing Party (SCE / SCE

Contractor / Customer Contractor)

• Use (T/S/D/Svc)• Exceptions

SCE’s DMCOSTING &

PRICING

GraphicalDesign

ClickAttributes

SAPAttributes

Work Order Operation Attributes

• Summary Operation •Work Center•LOE •Action (Install / Remove)

• ComponentsCU Design Attributes• CU Characteristics• Asset Record Creation• Material CPR Account

Costing & PricingCU Attributes

• Operation•LOE •Action (Install / Remove)•Components

•Need Date• Responsible Party (SCE/

Customer)• Performing Party (SCE / SCE

Contractor / Customer Contractor)

• Use (T/S/D/Svc)• Exceptions

TranslationPlanned CUs CUs

Ops

PowerPlant

Accounting Attributes• CPR Account• Quantity / Estimate

Attributes

CU Masterdata

SCEs Compatible Unit Workflow

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AUD Project Timeline: 2007 - 2012

2007 2008 2009 2010

April 2007: Contract Awarded

to Autodesk

April 2007: Contract Awarded

to Autodesk

April – Sept 2007: Requirements

Gathering

April – Sept 2007: Requirements

Gathering

Sep 2008 – Dec 2010:

TestingSep 2008 – Dec 2010:

Testing

June - Dec 2011: Development and Implementation of

U.I. Project

June - Dec 2011: Development and Implementation of

U.I. Project

Jan 2009: Deployment to

Distribution

Jan 2009: Deployment to

Distribution

Oct 2007 –

Nov 2010: Development

Oct 2007 –

Nov 2010: Development

Nov 2010:

Deployment to Transmission

Nov 2010:

Deployment to Transmission

May 2010:

Integration with SAP

May 2010:

Integration with SAP

20122011

2012 and beyond: Continuous

Improvements

2012 and beyond: Continuous

Improvements

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IPSEC Integrated Workflow

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SCE Design Manager Project Information

Initiate DM, SAP, CSS

Plan DM, AUD

Schedule Click

Execute Field Work

Close SAP & PowerPlant

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AUD Project Information


Plan DM, AUD

Schedule Click

Execute Field Work


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AUD Landbase


Plan DM, AUD

Schedule Click

Execute Field Work


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AUD Material Ordering/Upload


Plan DM, AUD

Schedule Click

Execute Field Work


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SCE Design Manager Costing


Plan DM, AUD

Schedule Click

Execute Field Work


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SAP – PowerPlant - Fixed Asset Accounting


Plan DM, AUD

Schedule Click

Execute Field Work


Switch Capacitor

Pole, Douglas Fir

Guy Wires for Support

Street Light

Telephone Lines& Sealing Box

Climbing Spikes

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Lessons Learned What Worked Well:

Phased implementation of technology to minimize impact to users Performance considerations and testing as part of project scope Stakeholder Engagement – Business Advisors and Super User SME Networks

Opportunities for Improvement: Managing Utilization Expectations AUD requirement definition was too large, resulting in vague and missing requirements Project resources were not sufficient to support scope (especially Transmission) Ensuring the system test environment is a true replica of production

Key Challenges: Integrating and aligning multiple project lifecycles Large Drawing formats and system performance Base drafting experience of user community

© 2011 Autodesk

Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved.

© 2011 autodesk autodesk® utility design (aud): workflow and erp optimization at southern...

Documents

substation work

work instructions

autodesk erp

autodesk context

autodesk utility design

work order lifecycleuse

autodesk learning objectivesat

sces aud erp implementation