1. © 2011 Autodesk Autodesk® Utility Design (AUD): Workflow and ERP Optimization at Southern California Edison Debra Brooks Project Manager Jennifer Ryan Technical Specialist

2. © 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

3. © 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

4. © 2011 Autodesk 125 Years of Edison  Video

5. © 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

6. © 2011 Autodesk Vision and Approach

7. © 2011 Autodesk Context: Business Drivers for ERP Old Systems New Systems Customer ExpectationsSmart Connect EIX Capital Projects

8. © 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

9. © 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 Process Within 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:

10. © 2011 Autodesk Achieving the vision – Fit-Gap Analysis: 2005 ERP-Best of Breed Fit-Gap Summary Key capabilities SAPSAP + Bolt-Ons BOB Only Fit Initiate, Plan, & Design 444 Scheduling and Dispatch 343 Perform & Close 343 Summary 343 Major Gaps 1) Limited Optimization 2) Not suitable for short duration work 3) No Dispatching 4) Inability to generate forecast 5) No dynamic rescheduling 6) No graphical designs capability 7) No GIS capability 8) Cannot perform complex pricing calculations 9) Lack sufficient Integrated Mobile Capabilities No Major Gaps 1) Work progress view not complete 2) 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 Recommendation Implement SAP, and Bolt-on: Scheduling, Dispatch, Design Manager, GIS, Graphical Design Tools, and Integrated Mobile Applications 4 = Meets 3 = Partially Meets 2 = Somewhat Meets 1 = Does Not Meet

11. © 2011 Autodesk End State Vision – System & Process Alignment: 2006 Initiate Plan Schedule CloseExecute eMobile SAP SCE’s DM Order CUDesign SCE’s DM CSS SAP Internal / External Customers Optimized Scheduling Software Mobile Ruggedized Notebooks Integrated Design Process Close & Feedback S A P GIS Click Soft eMobile SAP AUD CMS In-Flight

12. © 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 Mapping Fixed Asset Accounting POWER PLANT (Finance) AUD Bolt-On Systems NCMM (Telecomm) NetComm Radio Equipment SCE Design Manager Graphical Design Work Mgmt Supplier, Services Mgmt Finance Project Systems Reporting BI Materials Mgmt Payroll / HR Portal SAP Functionality @ SCE Total of 16 Different (non-SAP) Systems

13. © 2011 Autodesk Summary Operations Schedulable Operations Attributes Operation Attributes Skill set aggregation LOE (level of effort) GDT Collected CU 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 DM COSTING & PRICING Graphical Design Click Attributes SAP Attributes Work Order Operation Attributes Summary Operation Work Center LOE Action (Install / Remove) Components CU Design Attributes CU Characteristics Asset Record Creation Material CPR Account Costing & Pricing CU 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 Translation Planned CUs CUs Ops PowerPlant Accounting Attributes CPR Account Quantity / Estimate Attributes CU Masterdata SCEs Compatible Unit Workflow

14. © 2011 Autodesk AUD Project Timeline: 2007 - 2012 2007200820092010 April 2007: Contract Awarded to Autodesk April 2007: Contract Awarded to Autodesk April – Sept 2007: Requirements Gathering Sep 2008 – Dec 2010: Testing Sep 2008 – Dec 2010: Testing June - Dec 2011: Development and Implementation of U.I. Project Jan 2009: Deployment to Distribution Oct 2007 – Nov 2010: Development Oct 2007 – Nov 2010: Development Nov 2010: Deployment to Transmission May 2010: Integration with SAP May 2010: Integration with SAP 2012 2011 2012 and beyond: Continuous Improvements

15. © 2011 Autodesk IPSEC Integrated Workflow

16. © 2011 Autodesk SCE Design Manager Project Information Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

17. © 2011 Autodesk AUD Project Information Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

18. © 2011 Autodesk AUD Landbase Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

19. © 2011 Autodesk AUD Material Ordering/Upload Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

20. © 2011 Autodesk SCE Design Manager Costing Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

21. © 2011 Autodesk Design Data – Operations published to SAP Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

22. © 2011 Autodesk SAP PM Order – Material Reservations Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

23. © 2011 Autodesk ClickSoft - Scheduling Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

24. © 2011 Autodesk SAP - Compatible Unit Design Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

25. © 2011 Autodesk SAP CU Design – Technical Object Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

26. © 2011 Autodesk SAP Asset Record Creation Initiate DM, SAP, CSS Plan DM, AUD Schedule Click Execute Field Work Close SAP & PowerPlant

27. © 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

28. © 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

29. © 2011 Autodesk Questions?

30. © 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.