Case Study: Exelon's Innovative CA PPM Upgrade Yields Valuable Outcomes for Its Utilities
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Transcript of Case Study: Exelon's Innovative CA PPM Upgrade Yields Valuable Outcomes for Its Utilities
World®’16
CaseStudy:Exelon’sInnovativeCAPPMUpgradeYieldsValuableOutcomesforItsUtilitiesJosephCook- PrincipalProjectManager- ExelonMatthewKu- SeniorManager- Deloitte
AMX61S
AGILEMANAGEMENT
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©2016CA.Allrightsreserved.Alltrademarksreferencedhereinbelongtotheirrespectivecompanies.
Thecontentprovidedinthis CAWorld2016presentationisintendedforinformationalpurposesonlyanddoesnotformanytypeofwarranty. The informationprovidedbyaCApartnerand/orCAcustomerhasnotbeenreviewedforaccuracybyCA.
ForInformationalPurposesOnlyTermsofthisPresentation
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Abstract
Facingagrowingbusinesslandscapethatwouldimpactdataandsolutionrequirements,the
ExelonteamtooktheopportunitytoupgradetheirCAPPMsolution.Withagoalofimproving
responsetimesandsettingupExelon’sWorkPlanningandTracking(WPT)platformtotakeon
additionalutilities,theteamtookasystematicapproachtotheirupgradedesignedtosupport
Exelon’sapplicationrationalizationstrategy.JointhissessiontohearhowExelonmigratedtothe
latestversionofCAPPM,whileoffloadinglargeamountsoflegacydatatoanintegrated
reportingstructure.Inaddition,theteamwilldiscusstheirannualprocesstoarchiveCAPPM
data,whilestillsupportingpotentialmovestonewerversionsofCAPPM,aswellashowthe
updatedCAPPMsolutionnowprovidesaworkplanningandtrackingplatformthatcouldbe
usedforallExelonutilities.
JosephCookExelonBusinessServicesPrincipalProjectManager
MattKuDeloitteSeniorManager
4 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
Agenda
WHOISEXELON?
WPTBACKGROUND
OUTCOMES
CASEFORCHANGEANDEXPECTEDBENEFITS
ARCHIVESOLUTION
IMPLEMENTATIONTIMELINE
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WhoisExelon?
§ Fortune100Companythatworksineachstageoftheenergybusiness
§ Exelon’ssixutilitiesdeliverelectricityandnaturalgastoapproximately10millioncustomersinDelaware,DC,Illinois,Maryland,NewJersey,andPennsylvania
§ ExelonoriginallyimplementedCAPPMv12.0in2009
§ PowerGeneration§ CompetitiveEnergySales
§ Transmission§ Delivery
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WPTBackground
§ TheWorkPlanningandTracking(WPT)solutionwasinitiallyimplementedin2009
§ PrimarytoolusedatComEd andPECOoperationstoconductthefollowingactivities:– Financialbudgetingandforecasting
– Capitalprojectauthorization
– Costallocation
§ WPTiscomprisedofmultipletechnologies– CAProject&PortfolioManagement(CAPPM)
– HyperionInteractiveReporting
– J2EESolutions
§ FinancialManagementTool
§ InterfacesusingDXOG
EGET
Exelon Network
Clarity Application
The Gateway Database
Clarity Database
The Gateway
Clarity XML Open Gateway (XOG)
Portfolio (Planning Cycle)
Program (ITN)
Project (EPS)
Project Request Form – PRF
Allocation Percents
Staffing Plan PTO (by Category)
Staffing Plan PTO
Staffing Plan FTE
Staffing Complement
Supply Side Dollar Targets (Un-
inflated)
Supply Side Dollar Targets (Inflated)
Risk Scoring Matrix
Project Status
Account Map - Expense
Initiative Mapping
Initiative
Forecast Confirmation
Financial Plan Administration
EPS Association
Employee Count
Benefits Tracking
AIS Results
Account
Current Rate Matrices
Administration
Account Mapping Administration
Department and Account Type Combination
Asset Map Capital
Cost Plan
Group By:Dept/Account Type Lookup
Sub Group By:Role
Task(Work Order Task)
Account Type(Charge Code)
Department Object
Dept/Account Type Lookup
(Attribute)
Change Request
Rate Matrix
Risk
Role AssignmentRole Mapping Administration
(ETL/PV)
Transaction
Legend
Stock Clarity Object
Custom Clarity Object
WPT Solution Diagram (Current State)
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Account Splits Definition
The BackGate / Gatehouse Database
The Gatehouse
EPM ProjectView ETL
EPM Database ProjectView Database Enterprise Time & Labor Database AIS Database PBF Database
Department. Master Data
EPS Actual Project Dollars
EPS Project Data
Non Ops/BSC Cost
ITN Budgets & Forecasts
ITN Prioritization Scores for PECO
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Secure VPN
Secure VPN
HTTPS
Secure VPN
Risk and Opportunities
Business Initiative
Financial Monthly
Snapshot
Comparison of Directs to Targets
Finance Comp. for Quality
Checks
LRP Reconciliation
EPS Project Attributes Detail
Forecast Confirmation
ITN Account Type Splits
Demand Dollar Variance
Demand Headcount Variance
Supply Dollar Variance
ProgramRoll-Up
Portfolio Roll-Up
LE ReviewITN Roll-Up
Portlets
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Aging EPS Project AIS Report
Staffing Targets
AIS
Project Authorization
Request (PAR)
PAR Requested
Authorization
Conversions
Artemis 7
Artemis 7 Database
FTPS
CA Productivity Accelerator
CAPA Database
Plateau - Learning Management System
Establish Business Plan Course
Create Supply Side Plan Course
Build Demand Side Plan Course
Prioritize and Balance Course
Execute Work Course
Monitor, Control, and Update Course
Close Work Course
Checkbook Package
Checkbook Detail
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Clarity Help
Clarity Navigation Help File
Portfolio Management
Help File
Project Management
Help File
Financial Management
Help File
Process Management
Help File
FTP
Supply Headcount Variance
ITN Rate Matrix Roles Subaccount
ITN HeadcountResourcesPV RolesCost Plans
Account Rollup Attachments EPS Project ETL Roles
PBF
Child ITN Association
Time Reporting Code
EPS Project Account Splits
Subaccount Transaction
Override
PTO Availability
Productivity Factor
Labor Burden Cost
Inflation
Available FTEs by Category
AFUDC Debt and Equity
Supply Side Target
Labor
Product/System Mapping
Administration
Security ObjectUser Interface
#
Data LinkManual
FMT
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Supply Side Plan
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Checkbook / Offsets
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Allocation Engine
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Account Type Details
ProjectView Task Entity Association
PTO Allocation
PTO Allocation Mapping
Resource
The BackGate
Financial Mgmt. Tool (FMT) Supply Side Plan Allocation Engine Checkbook/
Offsets4 6 75
Hyperion System 9
PRC LogReport
Demand by Department
No Surprises
Project Status ReportPRF Form
ITN Re-Authorization
EPS Project Cost
PAR Form
Checkbook Report with
Offsets
P&CM Monthly Forecast
Annual Project Queue
Cost of Labor Work
5-Year Supply Target Comp.
Work Order Tasks
Value Type Comparison
Supply Data by Department
Resource Loading Supply
vs. Demand Headcount
Forecast Summary Report
SQL
Planned FTEs & Schedule1 Actual Hours2
JSS
Executive Category Owners
Investment Category Owners
Current Portfolios
True Up Department Association
Custom Jobs
PBF In-Service Date
Forecast Confirmation
LoaderSQL
FS
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CaseforChangeandExpectedBenefits
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GrowingDataVolumes
IncreasedProcessingTimes
MigratetoAdditionalUtilities
Version12OutofSupport
Keeponlythreeyearsofhistoricaltransactionaldata
ReduceBatchProcessingtimesto
meetSLAs
AccommodatetwoadditionalExelonutilities Upgradetothe
latestversionofCAPPM
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Implementation(Timeline)2015 2016
A S O N D J F M A M JProject StartUp
InfrastructureSetup
FunctionalDesign
Development
Testing
Unit
SIT
UAT
ChangeManagement
ChangeAnalysis
Training Plan
Training Execution
Deployment
Planning
MockDeployment
Go-Live
Development Test Production
Go-Live
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Outcomes
ImprovedRunTimeofJobs• Improvedreportruntimesby60%• ImprovedofCAPPMandFMTrun
timesby40%
ReductionofTransactionalData• Achieveda60%decreaseintheamountof
transactionaldatainCAPPM14• Significantlyreducedthenumberof
detailedcostplanitemsintheWPTsystem
ImplementationofArchivalDatabase• Datawarehouseallowedforfasterreportingon
archiveddata• DailyarchivalofDataallowsforreductionof
transactionaldata
UpgradeOutofSupportRelease• Exelonwasabletoupgradetothelatest
supportedversionofCAPPM
ImprovedUIFunctionalities• Usersenjoyeduserinterfaceupgrades
includingnavigationandtypeahead
IncreasedStandardization• Reductionincustomizationdueto
multiplebudgetingdimensions• Implementedanannualplantoarchive
andmigratetostayonasupportedversionofCAPPM
ImprovedSystemPerformance FunctionalityEnhancements
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JosephCookPrincipalProjectManagerExelonBusinessServicesjosephp.cook1@exeloncorp.com
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