© 2008 eventure events. all rights reserved. ami deployment – planning, reporting and management...

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© 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter Corporation

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Page 1: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

© 2008 Eventure Events. All rights reserved.

AMI Deployment – Planning, Reporting and Management Challenges

Sabrina GearyCPS Energy

John O. WambaugheMeter Corporation

Page 2: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

About CPS Energy

• Located in San Antonio, Texas (7th largest city in US*)

• Company Founded in 1860

• > 650K electric customers

• > 300K gas customers

• Nation’s largest municipally-owned energy company, providing both natural gas and electric service

“Benefiting our Community by improving thequality of life of the people we serve”

– CPS statement of core purpose

Earned highest ranking in the national JD Powers residential customer satisfaction survey among Gas utilities; earned the second highest ranking nationally for business electric customers

*US Census Bureau, 2005

Page 3: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Generation Mix

Wind and Landfill

Coal

Gas/Oil

Nuclear

CPS Energy: Diverse Generation Mix

Page 4: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

SAP Implementation

• Go-live December 4, 2001 (three-year lifespan)• Two-phase implementation:• Phase 1 - SAP R/3 Release 4.6C

– FI (finance), CO (controlling), MM (materials management), PS (project systems), PM (plant maintenance), IM (inventory management), PCA (profit center accounting), HR Cross-Application Time Sheets (CATS)

• (implemented complete SAP HR suite, 2006)

• Phase 2 - Industry solutions:– Industry Solution-Customer Care System (ISU-CCS)– Federal Energy Regulatory Commission (FERC)

Upgrades:– R/3 => ECC 6.0, May, 2008– Business Warehouse => BI 7.0, July, 2008

Page 5: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

The AMI Program at CPS Energy

• AMI Overview

– Vision & Scope

– Objectives

• Benefits

– Strategic

– Customer

– Operations

– Financial

Page 6: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI System

CPS Customer AMI Network CPS Energy

Meter Data Warehouse

Real-Time Data Outage

Management Asset Management Load Profiling Alarm Messaging Dynamic Pricing Load Forecasting

Local and Wide Area Network

Smart meters Net Metering Remote Connect &

Disconnect Voltage Monitoring Theft and Leak

Detection Outage Notification

Billing Options TOU Rates In-Home Displays Home Area

Networks Energy

Conservation Demand Response Customer Web

Portal

Page 7: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

MeterMeter CommCommCommunication

NetworkMeterMeter CommComm

MeterMeter CommComm

Data C

ollection

Head

-En

d

Meter D

ata Mgm

t System

(MD

MS

)

SAP

OMS

WMIS

GIS

Utility In

tegration B

us

MeterMeter CommCommCommunication

NetworkMeterMeter CommComm

MeterMeter CommComm

Data C

ollection

Head

-En

d

AMI MeterIntegrated or

Retrofitted Register

AMI NetworkCommunication & Data Collection

MDMSEnterprise Integration

AMI Vision

Page 8: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Scope

• Replace all electric meters with a smart meters & retrofit all gas meters with communication modules.

• Implement a two-way network to communicate real-time data between CPS Energy and the customer.

• Integrate SAP in phase I

• Transform the CPS Energy organization through Change Management to realize the benefits of AMI.

Page 9: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Objective

Select and implement an AMI and Meter Data Management System (MDMS) that will:

• Align with technology & business vision enabling CPS to improve level of service to customers and maintain competiveness

– Use AMI/MDMS as an enabler that can transform utility operations and customer services

– Leverage AMI/MDMS as a catalyst to help CPS shape it’s business and technology vision and direction

– Realize near-term, long-term and strategic benefits

Page 10: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

10

Strategic Benefits

AMI Demand Response Smart Grid

Customer Service

Rate Options Billing Proactive

communications

Customer choice for energy mgmt

Proactive event mgmt – Voltage & Power Quality

Operational Efficiency

Metering Operations

Dist. Planning Outage Mgmt

Endpoint device management

Fault Isolation & service restoration

System Reliability

Energy Efficiency

In-Home Displays Load data for

Engineering & Operations

Economic DR events

Greenhouse Gas

Plug –In Hybrids Renewable

Energy

Asset Performance

Improved data for system planning

Transformer Load Management

Reliability DR events

Substation/feeder overload relief

Volt/VAR control Optimized feeder

configuration

Page 11: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Customer Benefits

• Customer Care – Proactive customer communications

– Flexible move-in/move-out dates

– Billing inquiries

– Trouble call handling

– Energy efficiency improvement programs

– Fewer but more complex customer calls

• Credit & Collections– Remote and virtual disconnect/reconnect for

revenue management

Page 12: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Operational Benefits

• Enabling future customer choices

– Flexible Rate Options

– Billing dates

– Move-in/move-out dates

• Increase customer satisfaction

– Faster resolution of customer calls / first-call resolution

– Improved emergency response

– Enabling proactive customer communications

• Improve T&D engineering & operations

– Improve employee safety

– Improved service reliability

– Proactive power quality and service reliability improvements

– Greater engineering confidence in load data and network modeling

• Enabling Energy Efficiency programs

Page 13: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Financial Benefits

• Daily financial picture – Daily vs. Monthly consumption data > management dashboard

• Improve calculating unbilled revenue with less reliance on estimates 

–    Actual vs. Estimated

• Reduce time for closing process  –    Able to use actual vs. estimates for data – more timely data

• Reduction in theft, diversions, and unaccounted energy  – Revenue Assurance

Page 14: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

eMeter Overview

• Company Background & Qualifications

– Corporate headquarters in Silicon Valley

• 140 Employees and growing

• eMeter India development center in Noida

• eMeter APAC Sales and Support in Sydney

– Executive Team – over 20 years experience in AMI

– Leader in Advanced Metering Information Systems

• Meter Data Management (MDM)

• Integration platform linking AMI systems to utility business systems

• AMI Business Process Management (BPM)

– 100% dedicated to MDM software solutions

• Our Business

– EnergyIP™ software supporting AMI and Demand Response

• License

• Implementation services

• Software support and maintenance services

– AMI/Meter vendor-neutral

eMeter HQ San Mateo, CA

eMeter India

Noida

Page 15: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

An MDMS is….

• Responsible for the capture, processing and storing of meter reading data for the use by billing (and other applications)

• It may also be responsible for:

– Meter and network installation and planning

– Installation process and exception reporting

– Meter provisioning (add/modify/delete) of the AMI Systems

– Cutover process from manual to AMI meter reading & billing

– AMI control (connect/disconnect, re-programming, schedule mgmt)

– Data distribution beyond billing

– Tampering detection and reporting

– Outage and restoration event capture and reporting

– Meter data analysis and automated service order requests

– Data presentation to internal and external customers

– AMI-related SLA/KPI tracking and reporting

Some system(s) have

to do each of these!

Page 16: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI deployment involves many systems and processes

Page 17: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Issues will happen at each step

• Equipment availability• Shipping delays

• Lot rejection• Warranty returns• NOS discrepancy

• Meter/SDP mismatch• Invalid read• Unknown meter

• Undiscovered meter• Wrong config• Defective meter

• Service problem• Meter/SDP mismatch• Customer/Access issue

Page 18: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Meter Deployment

• Create and route work order requests to multiple field work management systems/MDT

• Update legacy information systems with “as installed” results

• Identify exceptions and track them through resolution

• Adjust schedules and plans in response to weather, labor or business impacts

• Ensure deployment of AMI network before AMI meters

Network Engineering Network

InstallAMIData

Collection

Route Cutover

Meter Data Exchange

Post-InstallMeter Install

Pre-Install Network Install

Procurement/Distribution

Planning/Forecast

Warranty Returns

Skips, Misses, and Completes

Received vs. Scheduled

Installed vs. Scheduled

Failed Devices

• Manage the simultaneous installation of multiple AMI technologies

Page 19: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Planning is not always simple

• Considerations in the planning– Network installed before meters

– Meters installed by meter reading route

– Simultaneous area rollouts

– Different meter types – C&I, gas, water

– Pipeline and WIP requirements

– Even distribution of billing cycles

– Retirement criteria (gas and water)

– Indoor/HTA

Page 20: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Deployment Planning Process

Page 21: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Creating the initial plan

• Premise, Meter Asset, Account details – Already available via Synchronization interface with SAP

• Installation organization – SLA, installer types/capabilities, WFM system

• Installer work calendar

• Installation rate

• AMI coverage (and priorities where overlap)

• Installation rate

• Geographic priority/preference

Page 22: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Excel spreadsheet creates XML input to plan

Page 23: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Planner uses on-line reports to evaluate plan

Page 24: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Meter Installation

Exc

han

ge

R

equ

est

Work Order

Completed Work

CPS Work ForceManagement

Contract Work Force Management

Work Order

Completed Work

Exc

han

ge

D

etails

Syn

chro

nize

Page 25: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Equipment Provisioning Process

• Identify newly installed AMI meters and network equipment

– Only request provisioning if an AMI meter is associated with on-line AMI network

• Issue technology-specific commands and data exchanges to provision AMI meter (and/or delete removed AMI meter)

• Verify successful discovery and configuration of new AMI meter

• Validate first AMI meter reads against configurable business rules (e.g. ADU, compare to manual read)

• Notify CIS of AMI readiness and cutover to billing

Page 26: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Integration (not “one size fits all”)

• Autodiscovery

• Knowledge of meter type

• Authentication

• Data collection– Fixed schedule

– Flexible schedule

– Router only

• Configurable meter data

• Configurable events

• Asynchronous events

• Remote programming

• Data identifier

Page 27: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Provisioning

AM

I Meter

Exc

han

ge

Device/Schedule Configuration

First Meter Read

Capture Historical Data AMI Headend Server

Provisioning exceptions• Undiscovered meter error• Misconfigured meter error• Unknown meter error• Defective meter error• AMI-specific configuration error

Page 28: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

AMI Commissioning

Co

mm

issio

nin

g

No

tification

Billing ready validations• Validation against manual read• Validation against ADU• Route/Sector completeness• Cycle date window

Page 29: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

A complete picture is required!

Page 30: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Common types of exceptions

• Bulk exceptions

– Manufacturer mis-program

– NOS doesn’t match delivery

– Component problem (recall)

– Received lot reject

– Late/missing delivery

• Individual exceptions

– SDP-meter data error (crossed meters)

– Exchanged meter data error

– Exchanged meter read error

• Individual exceptions (cont’d)

– Meter failure on install

– SDP failure

– Install failure

– Can’t install gas/water module

– Gas/water module programming error

– Data exchange error

– Meter removed without notification

– Meter failure after install

Page 31: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

Summary

• CPS Energy is implementing AMI and MDMS expecting many operational and customer benefits

• Deploying thousands of AMI meters per day requires automation and tight integration

• Utilizing SAP and EnergyIP’s Deployment Planning module helps to manage the many challenges of deploying AMI

• Reducing the challenges of deploying AMI allows the team to focus on benefits and the future of AMI.

Page 32: © 2008 Eventure Events. All rights reserved. AMI Deployment – Planning, Reporting and Management Challenges Sabrina Geary CPS Energy John O. Wambaugh eMeter

© 2008 Eventure Events. All rights reserved.

Sabrina GearyCPS Energy

[email protected]

John O. WambaugheMeter Corporation

[email protected]