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Prioritized Scheduling and Managing of All Utility Work
• Utility Characteristics• Historical Concerns• Improvement Goals • Process Teams • Implementation of CrewManager • Benefits Achieved• Future Enhancements
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Utility Characteristics
Silicon Valley Power, City of Santa Clara, CA.
– 19 sq. mile service territory– 145 employees– Peak load of 460 MW– 50,000 meters– 490 circuit miles of T&D– 22 Substations– Own or JPA in 390 Mw’s of Generation
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Historical Concerns
• Workload exceeds available resources
• Constant change in work priorities
• High percentage of reactive work
• Lack of coordination between departments
• No job status, actual man-hours, or job history
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Objective
• Automate and measure Workflow processes
• Annual Work Plan aligned with entire utility workforce
• Complete jobs within planned schedule
• Job progress visible throughout the organization
• Historical data to improve planning
• Link Strategic – Annual – Daily Plans
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Step 1: Automate the Workflow Process
• Map the workflow of all core utility business processes
• Purchase and install software (CrewManager)
•Create templates by typical work types
• Convert existing job data into CrewManager
• Train Managers, Workgroup Leaders, and End Users
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Work Center Leaders
Daily - Plan, communicate, implementWeekly - Schedule managementQuarterly – Key Performance Indicators
Engineering
T&DConstruction
Substations
EstimatingMeter
Initiate ConstructDesign
Core ProcessSafetyReliabilityCapacityNew Business Prioritize
Schedule
PrioritizeSchedule
Customer
Internal External
Core Process Managers
Weekly: * Monitor progress * Resolve schedule and priority conflictsQuarterly * Annual Operating Plan Updates
a) Schedule Attainment b) Key Performance Indicators
Close out
Mapping
Work Flow Process Automated in Crew Manager
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Work Type Templates
• Standardize the process
• Simplify measures
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Step 2: Plan, Prioritize, Measure All Utility Work
• Plan and prioritize all annual work by work category
•Carryover work
•Compliance requirements
•Trends identified in Crew Mgr reports from prior years
•New projects and initiatives
•Economic Development studies
• Match estimated manhours to the utility’s workforce
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Annual Planning Tool in Crew Manager
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Labor Hours by Work Type
.
1 715 20 15
2018
5
55
3012
1515
22
1715
175
4
60
30
52
70
18
15
0
20
40
60
80
100
120
2000 2001 2002 2003 2004 2005 2006(planned)
Generation
New Business
Reliability
Capacity
Safety Stds &Training
35
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Step 3: Ongoing Prioritizing, Scheduling,
Monitoring & Reporting
• Weekly meetings; Managers and Workgroup Leaders
• Prioritize and schedule new work
• Correct past due work
• Quarterly review of Key Performance Indicators
• % of planned vs. reactive work
• % of jobs completed on time
• Estimated vs. actual manhours by work type
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START
PROJECTDEFINITION
&PLAN
PRIORITIZEREPORTS
SCHEDULE
FEEDBACK LOOP
Planning, Prioritization & Scheduling
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Crew Schedule
scheduled work
Core Process groups identified
by color
Ability to search by any field - location – job number – type of work, etc.
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All work elements of this job. Required Work
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Future Opportunities and Direction• Feedback Loop- Continuous Improvement
– Benchmarking– Estimate Fine Tuning– Process Improvement
• Employee information– Training records– Credentialing– Licensing– Emergency information
• Time Cards– Link accounting to work templates– Timecard info import to CrewMgr & Payroll
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Questions?
Prioritized Scheduling & Managingof All Utility Work