Spatially Enabled BI Technology · • Microsoft released PerformancePoint Server in 2007 •...

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ESRI, Microsoft and ESIntial

Spatially Enabled BI Technology

Jeannine SielinskiAdam TonkinRich Faglier


ESRI, Microsoft and ESIntial™

• What is this all about?• GIS and BI • What are the business drivers?• What do you need to get started?• Where do you start? • What do you get? • Why this solution?• A Customer Perspective – A Proof-of-Concept at

Georgia Power Company


What is this about?

• ESRI and Microsoft have partnered with Enspiria Solutions to develop a new solution that we wanted to share..– Focused on leveraging your existing

investments with both Microsoft and ESRI– Taking advantage of new advances in web-

based technology – Bringing value to your business in a solution

that is •Easy to implement, maintain, and expand yourself•Secure, Stable and Fast


The Blending of BI and Spatial Technology

• GIS (as used within Utilities) is a mature technology – Functionally has evolved through many cycles

• Supporting Engineering Design– Replacement for CAD Technology Functions– Maintaining Data Quality– Serving Data to an OMS

• Maintaining and Integrating Asset Information– Supporting Load Research and Analytical Functions– Assisting in Asset Management Functions

• ESRI is the world leader in GIS



• Business Intelligence is one of the fastest growing domains in technology today

• Double-Digit Growth in the last few years – Much Consolidation of vendors and acquisitions

• The more companies integrate systems and processes, the more important and complex ‘tracking’ and “Enterprise Performance Management’ becomes

– Existing in Utilities mainly to support isolated Groups

• Microsoft released PerformancePoint Server in 2007 • Extending existing ProClarity and Business Scorecard

Manager functionality within Sharepoint• By Microsoft Feb 2008 was in Gartners “Magic Quadrant” for

Business Intelligence • Supported by SQL Server Analysis Server



• The Merging of these is inevitable– The “Spatial” correlation of business data is critical to

any business with disparate Assets, Staff, Offices, Customers and Regions

• Utilities have all of these…..– Facilities, Mobile Crews, C&I/Residential Customers,

Operating Centres

• ….. along with a vast array of technologies, processes and organizations in support– GIS, OMS, MWM, DMS, WMS– Operations, Asset Management, Customer Service


What is ESIntial?

• The ESIntial™ solution integrates ESRI’s market-leading ArcGIS Server solution with key elements from Microsoft including:– SQL Server – Windows Server– PerformancePoint Server– SharePoint Server


What is ESIntial™?


ESIntial™ Business Drivers — Where are you in Automating your Utility?

• Most Utilities’ technology initiatives fall into one of the four following “Phases,” increasing in complexity (and benefit).

Phase 1 Facilities Health and Wealth and Workforce Automation, Automation of Task and/or Discipline specific systems

Example: Using a Design tool to better support Engineering Design

Phase 2 Integration of Energy Delivery Systems for Workforce Optimization, and to facilitate Business Process improvement

Example: Integrating Outage Management to Mobile Workforce

Phase 3 Integration of Energy Delivery Data Marts for Asset Optimization

Example: Using historical Outage data to support creation of RCM Programs

Phase 4 Integration of Near Real-time Field Automation

Example: Using real-time load and outage information to identify potential problem locations


Phase 1: Facilities Health and Wealth and Workforce Automation

• This involves stand-alone deployments of:– SCADA– GIS– Work Management Systems (WMS)– Mobile Workforce Management (MWM)– Preventative Maintenance (CMMS)– Distribution Planning Systems (DPS)

• ESIntial™ adds value to these deployments– Creating an environment for reporting and tracking the use of these

systems, and displaying associated KPIs– All on a geographic basis– All in a single, stable, non-proprietary SharePoint Portal Environment


Phase 1: ESIntialTM — How do would you use it?

Example: Tracking use of GIS Maintenance


Phase 2: Integration of Energy Delivery Systems for Workforce Optimization

Future Appointments

Crew NCrew 2Crew 1

Service Request

Appointment confirmation or alternatives

Work Request

Current day orders

POs (Probable Outages)

Scheduled Work Orders

4WMS Engine

7DispatchingApplication

6Trouble

Events List(OMS)

TroubleShooter

3Trouble

Predictions(OMS)

11Customer Service

Application

Work OrdersDispatch

Crew 2 to PO

Supervisor

Schedule work order

Service RequestService request (today)

2Appointment

Scheduler

Tomorrow’s appointments

Dispatch job to Crew 1

Dispatcher

Dispatch job x to Crew 1

Service orders and filler orders

8Wireless

Gateway (MWM)

Dispatched orders

5Dispatching

Engine(MWM)

Trouble Incident

Scheduled work order tasks assigned to Crew N

(just today’s jobs)

9GIS (Survey_Inspections)

Work order tasks and filler orders

Trouble order

Customer Request

Dispatch Trouble Order NNN to Crew 2

Surveys inspections PMs

(filler jobs)

10 Current day assignment scheduler


Phase 2: Integration of Energy Delivery Systems for Workforce Optimization

• Integration of office systems– Most utilities are engaged in (or have undergone) these types

of projects

– Heavy use of EAI/ETL technologies

– Enspiria’s strength and experience is understanding and deploying these solutions

• ESIntial™ adds further value to these Projects– Creating a single source independent of each system, to

aggregate overall Business Process Metrics across a variety of systems

– Displaying results on a geographic basis


Phase 2: ESIntialTM — How do would you use it?

Example: Tracking Engineering Design Lifecycle


Phase 3: Integration of Energy Delivery Data Marts for Asset OptimizationOMS Data Mart• Outage cause codes• Outage devices• Exact circuit configurations• Switching logs

WMS Data Mart• Historical investment• Historical list of work orders

per facility• Job type productivity• Work area productivity

CIS Data Mart• Customer historical load• Customer profiles• Weather and time-based loads

MWM Data Mart• Labor productivity• Job type productivity• Work area productivity• M&I financials

SCADA Historian• Operational point values • Device health/wealth

point values• Move to data mart for

ad hoc declarative support

ERP Data Mart• Asset book value• Forecasted budgets• Forecasted revenues• Historical revenues

CMMS Data Mart• Historical inspections• Historical maintenance

DPS Data Mart• Forecasted load• Forecasted reliability

Asset Investment Decision Tools• Founded in GIS technology

integrated into asset lifecycle management

• Brings together all of the energy delivery data marts discussed


Phase 3: Integration of Energy Delivery Data Marts for Asset Optimization

• Integration of data marts and data warehouses– This is the next level Utilities are aiming for

• This is ESIntialTM’s key value add:– Providing a non-proprietary (Microsoft SQL Server Analysis Services

and Integration Services) environment to aggregate large amounts of data from separate systems, even different departments, for an “Overall” view of a Utility

– Displaying results on a on a geographic basis, for example Reliability and Outages by area with:

• The types of maintenance being performed in that area• The frequency of maintenance being performed in that area• The load on assets in that area, their age and type• Types of customers in that area• Weather and geography in that area• Number of crews (normalized by area) and location of service centers


Example: Asset Management — Outage versus Maintenance

Phase 3: ESInital™ — How would you use it?


Phase 4: Integration of Near Real-time Field Automation

• All of the previous steps — in near real time– Made possible with the advent of AMI/MDMS/SA deployments

• Will enable future Automation of “Demand Response” initiatives

– Required to support the “Smart Grid” — the “end game”

• ESIntial™ positions a utility to leverage these large investments– All of the previous advantages, within a single environment, and

with more critical data– Provides a geographic view of current issues/outages/load and

switching occurring in your area


Example: Load Management — AMI/MDM Data

Phase 4: ESInital™ — How would you use it?


Contributing towards the ‘end goal’


ESInital™ — Who are the users?

• ESIntial™ offers a wide range of benefits, depending on the user community:– Executive Level

• For displaying overall “health-of-business” performance indicators across all areas of an organization

– Operations/Asset Management Level• For aggregating data from a variety of back-office systems to support

improved asset performance and operational effectiveness

– System “Owners” or “Sponsors”• For identifying usage and performance of a single system and/or related

processes and integrations

– IT Managers• For developing a secure, stable, consistent BI environment for your users,

based on core technology from ESRI and Microsoft, which is easy to expand, enhance, and maintain


What Do We Need to get Started?

• One of the benefits of ESIntial™ is that it takes advantage of non-proprietary vendor technology from Microsoft and ESRI.– ESRI

• ArcGIS Server 9.3 or greater• ArcSDE 9.2 or greater

– Microsoft• Microsoft SQL Server (Analysis Services and Integration

Services)• Microsoft SharePoint Server (MOSS and/or WSS)• Microsoft PerformancePoint Server


What are the Pieces?


Why this Solution?

• A new view of your business– KPIs and scorecards tied to key measures– High-level view to detailed analysis in a few

clicks– Tie data together, without integrating systems

together– Spatially enable existing data by easily

integrating it to the GIS


Why this Solution?

• ESIntial™ is founded in “mainstream” products– ESRI is the World’s largest GIS provider

• Proven solutions for Utilities

– Microsoft is the World’s largest Software Company• 100 million seats of SharePoint worldwide• A well-known portal allowing greater access, visibility, and

easier support

– SQL Server Analysis and Integration Services provide proven scalability and security

• This means *you* can expand ESIntial™– Without requiring Enspiria (or other vendors)


PerformancePoint Proof-of-Concept at Georgia Power Company

• Georgia Power Company deployed a major ArcFM Designer solution* – 200 Concurrent Users, multiple interfaces– *(Come see the “Solving the big Problems -

Lessons Learned at GPC” Presentation at 1.30pm Wednesday)

• Key Project Criteria– System Independent– Configurable– Ease of Use



• A 5-day proof-of-concept was undertaken– Goal was to see “How much can we pull in”

• All in “test only”– Not allowed to touch the production system/data– Meant a lot of ‘Spreadsheets’

• Focus areas– Goals– Overall Work Management– Data Quality– System Performance



• How’d it go?– First 2 days grappling with 64-bit OS Oracle driver

issues– Last 2.5 days spent on the Dashboard– 11 Dashboards, 27 Charts/Scorecards– Loading from 2 Oracle instances, 4 Spreadsheets and

an Access Database

• No Mapping Component– But did set up one at Enspiria environment and

allowed GPC Access



• Proof of Concept for “Work Tracking ”



• Connectivity, SDE Performance, Others



• Map View – (Hosted at Enspiria)

Spatially Enabled BI Technology · • Microsoft released PerformancePoint Server in 2007 •...

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