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Implementation Review: EPPM P6 8.x at a Major Utility

Prepared by: Bill Hyde Director SUB3 Management, Inc.

Aligning OPPM and SAP Interface Session ID#: 15473

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Implementation Review: Pepco Holding, Inc.

Pepco Holding, Inc.

■  Service Area ▪  Delaware ▪  District of District of

Columbia ▪  Maryland and ▪  New Jersey

■  Provides regulated electric service ▪  Atlantic City Electric ▪  Delmarva Power ▪  Pepco

■  Provides Natural Gas Service ■  Provides Energy Efficiency &

Renewable Solutions

Pepco Holding, Inc. Fun Facts

■  Incorporated: 2002 ■  Service Territory:

▪  8,340 sq miles / 13,421.9 km ▪  Customers: 2M ▪  Substations: 530+ ▪  Transmission Lines:

—  3,500 miles / 5,632.7 km

▪  Distribution Lines: —  30,000 miles /48,280.3 km

■  Diverse geographic area

Project Vision

■  Departments within the organization working in concert with one another utilizing centralized and linked databases to track comprehensive aspects of the capital projects throughout their lifecycle.

Future  State   Current  State  /  Challenges  One  Project  data  repository  (Only  one  version  of  the  truth)  

•  Department  &  Individual  repositories  •  Excel  for  Everything!    

Transparency  What  is  the  true  resource  need?  Who  is  accountable?  

•  SeEng  and  Enforcing  expectaFons  of  the  responsible  engineer  

•  Using  the  tool  conFnuously  &  consistently  

Capital  Budget  Steering  CommiJee   •  Eliminate  best  ‘PowerPoint’  wins  •  Ensure  proper  representaFon    •  Eliminates  5  year  Excel  spreadsheet  

Projects  entered  into  PPM  @  concepFon  with  prioriFzaFon  criteria  

•  Provides  rich  data  on  upcoming  projects    •  CollaboraFon  between  planning  &  

engineering  •  EliminaFng  individual  data  repositories  

Project  PorRolio  analyzed  monthly  (actual  &  forecast  spend),  target  financials  from  10K  report,  and  prioriFzaFon  cost/value  analysis  

•  Paradigm  Shirt  •  Living  to  the  Target  Plan  

Future State vs. Current State

Future  State   Current  State  /  Challenges  Fully  loaded  schedules  exist  for  all  project  the  Project  PorRolio  

•  Implement  WBS  consistently      •  Work  with  responsible  engineer  

throughout  organizaFon  

Update  schedules  consistently  and  regularly  to  drive  monthly  forecast    

•  SeEng  and  Enforcing  expectaFons  of  the  responsible  engineer  

 

Scope  Changes:  Must  be  approved  by  sponsor  &  routed  via  the  Capital  Budget  Steering  CommiJee  prior  to  any  changes  

•  EliminaFng  individual/small  group  decision  making  

•  Eliminate  Monday  Morning  Quarterbacking  

Annual  budget  prepared  from  project  porRolio  which  is  acFvely  managed  to  financial  targets  

•  Shi_ing  the  paradigm  •  AccepFng  there  is  a  beJer  way  

Future State vs. Current State (cont’d)

Previous State: Project Management Lifecycle

Determine the Solution

■  Various Departments ▪  Identify areas of Improvements ▪  Work with ‘bundling’ individuals solutions for the ‘greater good’

■  Utilize Existing IT systems ■  Process Impacts

▪  Cross functional mapping ▪  Data collection

■  Analysis of possible solutions ▪  Vendor presentations ▪  Hands on exercises with vendors ▪  References

Data Repository Solution

Implementation State: Project Management Lifecycle

Reasons for Implementation State Solutions

■  P6 was already being used for schedules (versus SAP, MSP) ■  P6 was already was integrated with SAP ■  OPPM configuration

▪  Build to business requirements ▪  Adjust & made improvements on the fly ▪  Future enhancements

■  OPPM parallel workflows ▪  Align workflow to requirements ▪  Minimize time projects spent within a process

■  PPM -> P6 Bridge exists and configurable

Integrated Solution

■  Four Phase Implementation Methodology ▪  Strategic Alignment ▪  Design ▪  Configure ▪  Implement

■  Strategic Alignment ▪  Align Proposal to true business need ▪  Received approval of modified approach

■  Design ▪  Project Definition to match SAP ▪  Enhanced Work Breakdown Structure ▪  Enhanced SAP->P6 Interface Design

Integrated Solution

■  Configure ▪  Phase 1

—  Initiate Project

—  Retrofitted In Flight Projects

—  Tested Revised SAP->P6 Interface

—  Configured flexible solution to allow for easy enhancements

▪  Phase 2 —  Populated System

—  Analytics / Reporting

■  Implement ▪  JIT Training Workshops ▪  Rolling wave of projects ▪  Lesson Learned

OPPM – Modules Implemented

■  Processes ■  Workflows ■  Investor Module ■  Scorecard Module ■  Forms Module

OPPM System Processes

■  Project Initiation* (5) ■  Scope Change (1) ■  PM Coordination (4) ■  Standard Reporting (1)

■  Instructions, shortcuts and references provided within each process

■  * Tied to P6 EPPM

11 Processes +

OPPM Workflows

■  Project Initiation (21) ■  Scope Change (13)

■  Instructions, shortcuts and references provided within each workflow

■  Provides individuals with their ‘to-do’ list

34 Workflows +

OPPM Investor Module

■  Multi-dimensional view of project data

■  Investor Maps for financial data (3)

■  Color Coding to distinguish different aspects of the project

The Capital Program

OPPM Scorecard Module

■  40+ Scorecards ▪  Capital Program

—  5 Year Capital Plan

—  1 Year Capital Plan

▪  PJM Interconnection LLC (PJM) Reports —  Regional Transmission Organization in the United States

▪  Reliability Enhancement Plan ▪  Manage Portfolio Data Dynamically

—  New Project Requests

—  Project Scope Change Status

—  Project Teams

OPPM Forms

■  25+ Forms ■  Forms has several tabs (1 to 7) ■  Forms include:

▪  Admin ▪  Scope changes ▪  Project Initiation ▪  Project Prioritization ▪  Project Review ▪  Work Coordination

P6 EPPM – Modules Implemented

■  Professional (Client) ■  EPPM - Web ■  Business Intelligence (BI) Reports ■  Primavera Analytics

P6 Professional (Client)

■  Input: 5 Year Plan Stage Schedule

P6 EPPM (Web)

■  Configurable on a global level or by an individual

■  Select Dashboard and select portlets will be on each

■  Role based profile to minimize Graphical User Interface (GUI) and keep job easy

Dashboards

P6 EPPM (Web)

■  Output: 5 Year Resource Plan Usage

P6 Primavera Analytics

■  Highly Configurable reporting tool

■  Easy to use with minimal data clicks

■  Data is published to system twice a month

The BIG Picture

Lesson Learned – What went well

■  Admit a problem(s) needs to be addressed ■  Senior Management Support ■  Vision ■  Defined Scope ■  Stakeholder involvement ■  Dedicated, multi-disciplinary team ■  Current State / Future State Analysis ■  Embracing Change – the users

Lesson Learned – Opportunities for Improvement ■  IT Resources, competing Projects ■  Some areas did not provide desired level of input during

design stage ■  IT security measures provided some limitations implementing

solutions full capabilities ■  Push back from process changes ‘be careful what you ask

for’ ■  Changing strategies effected timeline ■  Keeping users happy - Rolling out additional features

Thank You!.......Questions

■  Contact Info

▪  Bill Hyde ▪  whyde@sub3mgmt.com ▪  SUB3 Management Inc.

—  www.sub3mgmt.com

—  @SUB3MGMT

■  Sources and Thanks to Pepco Holdings, Inc. ▪  Kim Deeley, kim.deeley@pepcoholdings.com ▪  Pamela Zucaro, pamela.zucaro@pepcoholdings.com

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