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Transcript of © 2011 Autodesk Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern...
![Page 1: © 2011 Autodesk Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern California Edison Debra Brooks Project Manager Jennifer Ryan.](https://reader036.fdocuments.in/reader036/viewer/2022062423/56649ca45503460f949650db/html5/thumbnails/1.jpg)
© 2011 Autodesk
Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern California EdisonDebra BrooksProject Manager
Jennifer RyanTechnical Specialist
![Page 2: © 2011 Autodesk Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern California Edison Debra Brooks Project Manager Jennifer Ryan.](https://reader036.fdocuments.in/reader036/viewer/2022062423/56649ca45503460f949650db/html5/thumbnails/2.jpg)
© 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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© 2011 Autodesk
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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© 2011 Autodesk
125 Years of Edison
Video
![Page 5: © 2011 Autodesk Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern California Edison Debra Brooks Project Manager Jennifer Ryan.](https://reader036.fdocuments.in/reader036/viewer/2022062423/56649ca45503460f949650db/html5/thumbnails/5.jpg)
© 2011 Autodesk
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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© 2011 Autodesk
Vision and Approach
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© 2011 Autodesk
Context: Business Drivers for ERPOld Systems New Systems
Customer ExpectationsSmart ConnectEIX Capital Projects
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© 2011 Autodesk
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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© 2011 Autodesk
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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© 2011 Autodesk
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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© 2011 Autodesk
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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© 2011 Autodesk
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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© 2011 Autodesk
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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© 2011 Autodesk
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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© 2011 Autodesk
IPSEC Integrated Workflow
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© 2011 Autodesk
SCE Design Manager Project Information
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
AUD Project Information
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
AUD Landbase
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
AUD Material Ordering/Upload
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
SCE Design Manager Costing
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
Design Data – Operations published to SAP
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
SAP PM Order – Material Reservations
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
ClickSoft - Scheduling
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
SAP - Compatible Unit Design
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
SAP CU Design – Technical Object
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
SAP Asset Record Creation
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
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© 2011 Autodesk
SAP – PowerPlant - Fixed Asset Accounting
Initiate DM, SAP, CSS
Plan DM, AUD
Schedule Click
Execute Field Work
Close SAP & PowerPlant
Switch Capacitor
Pole, Douglas Fir
Guy Wires for Support
Street Light
Telephone Lines& Sealing Box
Climbing Spikes
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© 2011 Autodesk
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
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© 2011 Autodesk
Questions?
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© 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.