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A process approach to Smart Grid deployment Narayanan.R Dr. Krishna V Prasad IIT Bombay 18-Mar-13.

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Presentation on theme: "A process approach to Smart Grid deployment Narayanan.R Dr. Krishna V Prasad IIT Bombay 18-Mar-13."— Presentation transcript:

1 A process approach to Smart Grid deployment Narayanan.R Dr. Krishna V Prasad IIT Bombay 18-Mar-13

2 Interaction plan … Utility Enterprise Landscape Smart Grid Deployment – Enterprise wide approach Smart Grid Maturity Model - Overview SGMM Domains, Levels & Characteristics Smart Grid Process approach Supporting tools for Smart Grid Deployment Case Studies Summary 2 © Copyright 2013 TCS

3 High Level IT Landscape 3 Enterprise Resource Planning Billing CIS/CRMAsset Management GIS Analytics Mgmt Information System Portal Collaborations Operations Technologies Knowledge Mgmt © Copyright 2013 TCS

4 Project Management Business Change Management Cut-over Management Systems Integration Business Intelligence Data Service Integration & Data Services Transformation Services IS Infrastructure Management Other Services Operations Customer Service Demand Response Management Customer Relationship Management Metering and Billing Service Management Network Planning Network Management Asset Management Meter Data Management Work Management Distribution Management SCADADistribution ManagementOutage Management Infrastructure Smart Home Infrastructure (Smart Thermostat, Load Control Devices, Gateways.) AMI Infrastructure (Smart Meter, Data Concentrators, AMI head end) SMART Grid Infrastructure (Sensors, Grid Control Devices, Grid head end) Consulting (Roadmap, Strategy) Application Development & Maintenance Comms Home Area Network (HAN) Local Area Network (LAN) Wide Area Network (WAN) Customer Portal Management Credit and Revenue Protection Power Resource Management Trading and ContractsSettlementRisk Management Security, Standards & Interoperability PHEV Distributed Generation Storage devices Training SMART Grid Building Blocks 4 © Copyright 2013 TCS

5 5 The Technologies IT ET Information Technologies ERP Portals / Gateways Asset Management Business Intelligence (BI) & Data Warehousing / Mining all horizontal information management applications Operation Technologies EMS, SCADA, DMS, DSM GIS Asset Management FACTS WAMS all analysis, automation & process control applications Energy Technologies Distributed generation Demand response Energy storage High temperature superconductivity Renewables: Integrated gasification combined cycle Hydrogen economy Photovoltaic generation Fuel cells Liquefied natural gas Wind generation OT © Copyright 2013 TCS

6 Smart Grid Deployment Phases Planning Analysis Feasibility Assessment Technology Selection System Deployment Strategic Business Planning/Visioning Business Needs Definition Regulatory Compliance Technology Trends/Emerging Technologies Technology Assessment Business Case / Economic Justification Preliminary Cost Scenarios Project Planning Approval Team Formation Functions & Features Matching Performance Assessment Integration Requirements Vendor Selection Cost/Benefit Confirmation Project Approval / Capital Commitment Implementation Planning / Phasing Employee Training System Testing Operating Procedure Updates Value Recognition ROI Measurement 6 © Copyright 2013 TCS

7 In addition there are other societal benefits of saving in installations and green house gas. Process Improvement through Smart Grid technologies 7 © Copyright 2013 TCS

8 Smart Grid Implementations Developed Geographies Focus is on Customer Enablement, Renewables / PHEV / Storage / Green Incremental efficiency enhancement Developing Geographies Focus is on Metering / Revenue Cycles, IT for Enterprise, Market definition Order of magnitude efficiency improvement 8 © Copyright 2013 TCS

9 Smart Grid Maturity Model

10 The Smart Grid Maturity Model is A management tool that provides a common language and framework for defining key elements of smart grid transformation and helping utilities develop a programmatic approach and track their progress 10 © Copyright 2013 TCS

11 SGMM timeline200720082009201020112012 GIUNC: CenterPoint Energy Progress Energy DONG Energy North Delhi Power Ltd Country Energy Sempra Energy Pepco Holdings IBM APQC GIUNC: CenterPoint Energy Progress Energy DONG Energy North Delhi Power Ltd Country Energy Sempra Energy Pepco Holdings IBM APQC Global Intelligent Utility Network Coalition (GIUNC) develops SGMM Utilities use SGMM v1.0 SEI releases SGMM v1.1 product suite Licensing & certification program for SGMM Navigation begins v1.1 Software Engineering Institute serves as model steward SEI releases SGMM v1.2 product suite v1.2 11 © Copyright 2013 TCS

12 Software Engineering Institute SEI is a federally-funded research and development center at Carnegie Mellon University, a global university recognized worldwide for its energy and environmental research initiatives. A trusted, objective source of best practices, methods and tools to organizations worldwide, SEI is a global leader in software and systems engineering, process improvement and security best practices – all critical elements of smart grid success. SEI collaborates in public-private partnership with government and industry on important cyber security, architecture, and interoperability challenges of the smart grid. 12 © Copyright 2013 TCS

13 SEI’s Role as Steward of the SGMM Provide governance working with multiple stakeholders Enable widespread availability, adoption, and use of the model for the benefit of the community Evolve the model based on stakeholder needs, market developments, user feedback, and interactions with domain experts Develop transition mechanisms— education, training, awareness, research collaboration— to support the model Grow the SGMM community of users worldwide 13 © Copyright 2013 TCS

14 Smart Grid Maturity Model – domains Strategy, Mgmt & RegulatorySMR Vision, planning, governance, stakeholder collaboration Organization and StructureOS Culture, structure, training, communications, knowledge mgmt Grid OperationsGO Reliability, efficiency, security, safety, observability, control Work & Asset ManagementWAM Asset monitoring, tracking & maintenance, mobile workforce TechnologyTECH IT architecture, standards, infrastructure, integration, tools CustomerCUST Pricing, customer participation & experience, advanced services Value Chain IntegrationVCI Demand & supply management, leveraging market opportunities Societal & EnvironmentalSE Responsibility, sustainability, critical infrastructure, efficiency 14 © Copyright 2013 TCS

15 Smart Grid Maturity Model – levels PIONEERING OPTIMIZING INTEGRATING ENABLING INITIATING DEFAULT Breaking new ground; industry-leading innovation Optimizing smart grid to benefit entire organization; may reach beyond organization; increased automation Investing based on clear strategy, implementing first projects to enable smart grid (may be compartmentalized) Taking the first steps, exploring options, conducting experiments, developing smart grid vision Default level (status quo) Integrating smart grid deployments across the organization, realizing measurably improved performance 15 © Copyright 2013 TCS

16 SGMM at a Glance 8 Domains: Logical groupings of smart grid related capabilities & characteristics 175 Characteristics: Features you would expect to see at each stage of the smart grid journey 6 Maturity Levels: Defined sets of characteristics & outcomes Characteristics Examples: Approach for tracking, inventory & event history of assets under development Developing an integrated view of GIS & RAM with location, status & nodal interconnectivity Conducting value analysis for new systems Exploring RAM (Remote Asset Monitoring) beyond SCADA 16 © Copyright 2013 TCS

17 Model Fully described in the Model Definition document Compass Survey Questionnaire-based assessment yields maturity ratings and comparisons Navigation Process Expert-led workshops to complete Compass and use results to develop consensus aspirations Training Overview Seminar and SGMM Navigator Course Partner Program License organizations and certify individuals to deliver Navigation process V 1.2 Product Suite 17 © Copyright 2013 TCS

18 SGMM Compass Survey Contains –One question for each expected characteristic in the model and –Attribute and performance questions Example questions:WAM Work and Asset Management WAM-2.1 An approach to track, inventory, and maintain event histories of assets is in development. WAM-3.2 Condition-based maintenance programs for key components are in place. 18 © Copyright 2013 TCS

19 SGMM Navigation: five-phase, expert-led process Stakeholders complete SGMM Compass survey Discussion and consensus answers lead to internal alignment on current state Stakeholders review survey findings & set aspirational profile Consensus on aspirational state and identification of motivations, actions, and obstacles to achieve it 19 © Copyright 2013 TCS

20 SGMM benefits – a community view Use of SGMM by utilities Guidance, common language, & means to track progressUtilities Another mechanism to support grid modernizationDOE Product to help customers and participation in roadmap development SGMM Partners Maturity & Performance DataSEI “What works” patterns to inform strategies, services, & programs. Correlations of performance to maturity patterns and other analyses Improvements to SGMM product suite. Demonstrations of the value of grid modernization. 20 © Copyright 2013 TCS

21 Smart Grid Process Approach

22 Smart Grid Process Tools SGMM – Smart Grid Maturity Model from SEI, CMUTransmission Metrics from US –DOE for SG deployment in transmission sector Smart Grid Deployment Evaluation Framework – Environmental Development Fund (EDF) Smart Grid Scorecard, Smart Grid Project Evaluation Metrics – from Gridwise Alliance Smart Grid Interoperability Maturity Model – by Quality Logic, reviewed by Gridwise Architecture council members Outage Restoration Maturity Model – Defined by Avineonics with utility partnership RMM (Resiliency Maturity Model), C2M2 (Cyber security Capability Maturity Model for Electricity Subsector) are other more detailed maturity models from SEI 22 © Copyright 2013 TCS

23 RMM Process Areas Engineering Management Operations Management Enterprise Management Process Management Governance, Risk, & Compliance COMP – Compliance EF – Enterprise Focus RISK – Risk Management Supporting Resiliency COMM – Communications FRM – Financial Resource Management HRM – Human Resource Management OTA – Organizational Training & Awareness Data Collection & Logging MON – Monitoring Process Management MA – Measurement and Analysis OPD – Organizational Process Definition OPF – Organizational Process Focus Requirements Management RRD – Resiliency Requirements Development RRM – Resiliency Requirements Management Asset Management ADM – Asset Definition and Management Establishing Resiliency SC – Service Continuity CTRL – Controls Management RTSE – Resilient Technical Solution Engineering Asset Resiliency Management EC – Environmental Control KIM – Knowledge & Information Management PM – People Management TM – Technology Management Sourcing EXD – External Dependencies Threat, Incident, & Access Management AM – Access Management ID – Identity Management IMC – Incident Management & Control VAR – Vulnerability Analysis & Resolution Source: 23 © Copyright 2013 TCS

24 C2M2 – Domains & Levels 24 © Copyright 2013 TCS

25 Process tools for Smartening the Grid Utility Operations – As-Is State Utility Operations – To-Be State Smart Grid Process Tools:  SGMM  RMM  C2M2  SG Score Card  Other Tools  Internal Processes S t a g e s | D o m a i n s | L e v e l s | R o a d m a p | D e p l o y m e n t 25 © Copyright 2013 TCS

26 moving onwards …. Need for a Process Approach  One Tool / Model does not cover all aspects of Smart Grid such as Technical, Operational, Organizational, Infrastructural, & Customer Services aspects  SGMM covers most aspects, but designed as a maturity profiling tool to support Smart Grid strategy & roadmap definition  Utilities need a strong customized framework to support every stage of the Smart Grid life cycle starting from planning to deployment  Current strength in organizational processes has to be leveraged for successful Smart Grid deployment This leads to a requirement of an Institutionalized Process approach which uses best practices from different sources mapped to the SGMM characteristics to form a customized framework to continuously track & manage the Smart Grid lifecycle 26 © Copyright 2013 TCS

27 moving onwards …. Process Approach - Background  Use SGMM as the basis for  Maturity Profiling  Setting Aspirations (using benchmarked SGMM results)  Gap analysis  Identify Characteristic Evidence Indicators (CEIs) for key SGMM Characteristics – based on recommended metrics from  RMM, C2M2, SG Score card, & other models / practices  Use CEIs to track / monitor SG program’s progress 27 © Copyright 2013 TCS

28 TCS’ Smart Grid Implementation Approach Smart Grid Maturity Model Resiliency Maturity Model SG Score Card C2M2 Other Process Models Characteristics PIIs Metrics GP, SP PII: Practice Implementation Indicators CEI : Characteristic Evidence Indicators GP, SP: Generic and Specific Practices Assessment Gap Analysis & Roadmap Planning & Managing SG Implementation To-Be State Definition Gap Analysis Priorities & Business Case Roadmap As-Is Definition Enterprise Architecture Solutions PoC Pilot Deployment People Process Technology Customer Regulatory Operations Etc. CEI Based Approach 28 © Copyright 2013 TCS

29 SGMM Activities and Aspirations Characteristic Evidence Indicators (CEIs): Methodology based on identifying characteristics by evidences rather than questionnaires Concept based on Practice Implementation Indicators (PIIs) used in CMMI assessments For each characteristic, a CEI can be identified CEI can be split into 2 parts: –Objective evidence which is a defined process / guidance –Implementation Evidence which is a proof of characteristic Characteristics mapped to a set of CEIs –Objective Evidence indicates initial stages of implementation –Implementation Evidence characterizes higher degree of implementation Extending SGMM - CEI 29 © Copyright 2013 TCS

30 CharacteristicObjective EvidenceImplementation Evidence Implementing advanced outage restoration schemes (Grid Operations) Outage Restoration Functional Description System generated outage report, Request for planned outage Pilot remote monitoring on key assets for manual decision making (Grid Operations) Function Specifications Pilot remote monitoring project Pilot program results Education and Training to develop Smart Grid competencies (Organization Structure) Training plan covering all functional areas Training records Information Security Considerations for Smart Grid Initiatives (Technology) Security practices documented as per standards (ISO 27000, SAS-70) Implementation check lists for Security practices Examples of CEI 30 © Copyright 2013 TCS

31 Case Studies

32 Background – Case Study – SGMM  TCS is a Navigation Partner for the Smart Grid Maturity Model, SGMM with the Software Engineering Institute (SEI) of CMU  Utility in the example is planning their Smart Grid Program & are in the process of defining the road map for modernization of their distribution grid  Utility wants to use the SGMM to define their roadmap SGMM Navigation As SEI Certified Navigators TCS carried out the foll. Lead stakeholders through the defined process Conducted a Survey Workshop & support SMEs from the utility to complete the survey & get the Survey scored by SEI Analyzed the Scored / Benchmarked survey results & do the Gap Analysis Presented the results & conduct Aspirations Setting Workshop 32 © Copyright 2013 TCS

33 SGMM Evaluation As-Is Utility Business Objectives Update Smart Grid Vision & Mission SGMM Evaluation Aspirations Gap Analysis Stakeholder Requirements Regulatory Customers Others Present Initiatives Select Solutions List of Solutions Business Case Implementati on Plan Metrics for Implementation Phase Based on broad steps and key solutions Smart Grid Planning 33 © Copyright 2013 TCS

34 SGMM Evaluation AS IS Business Objective SGMM Evaluation Aspirations Define Smart Grid Vision & Mission Stakeholder Requirements High Level Solution Design 1.Envision 2.Defining Business Process Map 3.High Level Gap analysis 4.Defining solution architecture – solution component & capability requirement 5.Solution Options Business Case Project Implementation Plan Pilot Definition High Level AS IS Gap Analysis Details AS IS Enterprise Architecture Solution selection EA/BPM/PMO Next Phase Strategy & Roadmap consulting Smart Grid Program Approach 34 © Copyright 2013 TCS

35 Compass results: maturity profile 11 22 11 22 00 0000 11 CENTROSUR, APR-2012 35 © Copyright 2013 TCS

36 Point RangeMeaning ≥ 0.70Green reflects level compliance within the domain ≥ 0.40 & < 0.70Yellow reflects significant progress < 0.40Red reflects initial progress = 0Grey reflects has not started Compass results: dashboard Example : Results Level Strategy, Management & Regulatory Organization & Structure Grid Operations Work & Asset Management TechnologyCustomer Value Chain Integration Societal & Environmental 5 0.00 0.50 0.15 0.10 0.00 0.37 0.30 4 0.50 0.22 0.23 0.30 0.07 0.05 0.26 3 0.43 0.63 0.35 0.43 0.21 0.38 2 0.58 0.72 0.55 0.87 0.64 0.22 0.58 0.66 1 0.80 0.76 0.90 0.58 0.53 0.36 0.70 0 1.00 36 © Copyright 2013 TCS

37 Recap  Steps involved - Enterprise level approach to Smart Grid deployment  SGMM – Assessment & maturity profiling  Use SGMM to define strategy & roadmap  Manage deployment – Extending SGMM Characteristics  Customized framework based on other process tools, proven industry practices, internal processes  Manage SG deployment with periodically collected metrics and corrective actions 37 © Copyright 2013 TCS

38 Questions, Comments, Discussions … thank you

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