B usiness T echnology S olutions B usiness T echnology S olutions Enterprise Information Management Program overview 08-Dec-2009

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Traditional View of Business Resources Financial Human Material Financial, Material & Human resources are the traditional critical business resources that must be effectively managed (as described by Adam Smith in the Wealth of Nations)

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec View of Business Resources Today Financial Human Material Data Data representing the current state of the Financial, Material & Human resources is used to measure business performance and make decisions – therefore Data should be managed as a critical business resource

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec-2009 Information Information Capital Capital Products Products Labor 4 Business ‘SYSTEM’ Model Resources Enterprise Information Management Asset Management Revenue Management Work Management Assets Business Functions Customer Management Distribute & Maintain TransportGenerateProcure Plan & Market Financial Material Human Data

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Business Integration - a Linkage Data is the linkage among the processes. The processes must:  Agree on what data has to be shared  Share definitions & values unambiguously

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec-2009 Information Technology Drivers  Utility IT has been trying to become an enabler of business transformation rather than a cost center. Some key areas of focus are: –Program management office and Portfolio management –Comprehensive Enterprise Application (CEA) –Data Center and Infrastructure management –Enterprise integration technology –Business intelligence and Customer portal –Business Process Management (PMTs) –etc. However, what has been missing with all of these investments is a holistic strategy and approach to manage data and information as assets across business silos. Therefore, business continues to “struggle” to get the right information at the right time.

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec-2009 EIM Definition  Enterprise information management (EIM) is an integrative discipline for structuring, describing and governing information assets, regardless of organizational boundaries or technologies. EIM strives to improve operational efficiency, promote transparency and enable business insight. The broad scope of EIM requires a level of organizational commitment to improve the accuracy, integrity, accessibility and security of information assets. The objective of EIM is to resolve data definition, format and content issues across applications and document stores.

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec-2009 Why EIM for Utility Business and IT? Management of Information from Enterprise Perspective (Organizational Discipline, Governance Process) Single-Version- of-Truth (Customer, Work, Asset & Operation) Real-time Information needs – Analytical & Operational (Business Insight Analytics) Information Value Management (Profiling, Accuracy, Quality, Re-structuring and Re-factoring) Decoupling of information from Applications (SOA requirements, Business Rules, Semantics/meaning) Increased Volume & Velocity of Information (Smart Grid and AMI) Legacy Data Migration & Replacement (Smart grid, GIS, CIS, etc.) Packaged Application Integration needs (Enable Plug & Play Infrastructure, Manage Risks) Meta Data Management Solutions (Business & System Level – Definition, Usage, Context, Location) Enterprise Information Modeling (Semantics/meaning, Format, Granularity) Enterprise Data Services (Exposing Legacy Data, Complementing SOA Integration) Business Drivers Technical Drivers EIM Deliverables EIM Organizational Model (Competency Center) Information Governance Process (Business & IT) Information Architecture (Enterprise Information landscape) Drive

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Mission Statement To provide integrated enterprise level data and information, managed as a corporate asset, within a standardized and shared infrastructure to facilitate and support integrity of data for daily operations and fact based decision making.

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec-2009 ContextInferenceCertitude 10 Information - One of the Firm’s Most Valuable Assets Synthesis Data Intelligence Knowledge Information Wisdom Decreasing Volume and “Objectivity” Increasing Clarity and Value Knowledge + Synthesis = Wisdom From Hearing the Voice of the Market by Vincent P. Barabba, Gerald Zaltman consumption interval reading customer premises consumption for billing period regional consumption pattern over multiple years projected energy requirements based on consumption and weather patterns energy generation investments demand control/reduction programs conservation initiatives Intelligence + Certitude = Knowledge Information + Inference = Intelligence Data + Context = Information

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Infrastructure Store / Transport Data People IT Application Model Transaction Based Analysis Based People Application Manipulate Data Business Process Define / Organize Data Focus on the Data Data

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Data Run the Business Operational Reporting Historical Retention Information Analysis Enterprise Information Management Transactional Data Store Operational Data Store Historical Data Store Analytical Data Store Operational Applications (structured data) Decision Support Applications Data is managed and optimized to support it’s intended usage across the enterprise Daily Business Communications Business Interactions (unstructured content) Indexing & Search Capability Business Information Model (Enterprise Semantic Model)

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Data Enterprise Information Management Data organization and retention requirements vary by intended usage Subject area oriented Integrated Volatile Current Atomic level data Near real-time availability No historical data Very limited data retention Consistent within current context Transaction level data Real-time availability Limited historical data Limited data retention Consistent within application Subject area oriented Integrated Non-volatile Time variant Atomic level data Business driven availability Historical data Lengthy data retention Historically consistent Business question oriented Integrated Non-volatile Time variant Aggregate level data Business driven availability Business driven historical data Business driven data retention Historically consistent Transactional Data Store Operational Data Store Historical Data Store Analytical Data Store (Shared Databases) (ODS) (Data Warehouses) (Info Cubes / Data Marts) Metadata Repository, Data Architecture, Data Quality, SDLC, EAI & ETL tools and processes Business process oriented Single business function Volatile Current Business process oriented Single business function Non-volatile Current Atomic Level Historically Consistent Varying retention requirements Operational Applications (structured data) Decision Support Applications Business Interactions (unstructured content) Indexing & Search Capability Business Information Model (Enterprise Semantic Model)

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Data Enterprise Information Management External Data organization and retention requirements vary by intended usage Data Integration Processes and Services Common Data Access Methods Web Content NotesDocuments Business Information Model (Enterprise Semantic Model) Real-Time Tabular Real-Time Vector Real-Time Time Series Near Real-time Integrated Detail + Aggregation Static Historical Updated Daily Detail Business Question oriented Historical Daily Business Question oriented Aggregation

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Data Enterprise Information Management External Business Process Infrastructure Results in increased flexibility, reduced cost and reliable data Data Integration Processes and Services Common Data Access Methods ! ! Web Content NotesDocuments Applications EAMCCSECMOMAR MED/MIRA IMR TransactionalAnalytical Business Information Model (Enterprise Semantic Model) Customer GIS Consumption Operational Reporting Data Store Detail + Aggregation Data Warehouse Detail Data Mart Historical Daily Data Mart Aggregation

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Not All Data is Created Equal  Data criticality depends on the business processes it supports  Data of different criticality needs to be stored and moved on to different classes and types of storage over time  Data should be deleted when it has zero value to the business  Overtime expired data becomes a liability to the business Financial Customer Serial device/ Meter Time Data Criticality Year 1Year 2Year 3Year 4Year 5Year 6 Year 7 Online Active data Nea line / Archive Offline / Archive Expired data

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Information Lifecycle Management OnlineOffline Live Dynamic Data Fixed Content / Reference Data Storage Management Protection Management Content Management Retention Management Data Disposal Data Creation

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Information Lifecycle Management Live Dynamic Data Fixed Content / Reference Data Storage Management Protection Management Content Management Retention Management Operational data and content “open business” Active archive “business complete” document archiving Data and content backup “open business” Offline archive “business complete” Data Disposal Zero business value OnlineOffline Data Creation

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Scope  All Consumers Energy data and information assets including structured data and unstructured content.  The organization, processes, infrastructure and standards governing management of the enterprise information and content.  Cross organizational roles and responsibilities related to management of the information assets.  Management of information assets through the entire information life cycle from creation through disposal.

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Benefits Business Value  Ensures that the CEA investment in common data and process is leveraged for future projects and the business value is maximized thru data governance.  Strives to provide a single version of the truth supporting business insight.  Enables better business decisions and responsiveness to change by making timely, consistent and accurate information readily available. Efficiency  Enables faster and lower cost information delivery by shortening development times and repurposing proven information services.  Supports development collaboration thru a shared central metadata repository.  Provides a stable data foundation for system integration transparency based on standards and best practices. Data Quality  Increases data quality thru ongoing data quality assessments and exception monitoring.  Improves the ability to derive consistent information providing the foundation for actionable and timely business intelligence.  Builds confidence in the accuracy and relevance of information provided with data lineage traceability. Transparency  Promotes common understanding and sharing of information across the enterprise.  Instills business ownership and stewardship of the critical information resources.  Improves communication and reduces ambiguity within the organization by promoting consistent data definition, format and usage standards.

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Vision for Consumers Energy (2015)  Data and information is recognized and managed as a valuable corporate resource across organizational and technology boundaries.  Information assets are managed through the entire information life cycle (creation, maintenance, access, archive and disposal) using well defined processes.  Consistent data definition and understanding provides a common vocabulary for the business.  Information is managed and utilized to maximize its benefit in support of the goals of the entire organization.  A standardized information infrastructure and processes are implemented supporting data sharing and process integration.  Information is readily available through common services on a need to know basis and is secured from unauthorized access.  Current, complete and consistent information is readily available providing a ‘single version of the truth’ enabling business insight and fact based business decisions.  Consumers Energy Executive management recognizes and embraces the role of EIM in achieving the corporate objectives.

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec Where is Consumers Energy today? Results of Data Management and Integration Maturity Assessment – Nov We are here

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Implementation Approach  Start small  Show benefits fast  Align with major initiatives  Leverage existing support organizations (DBA, BI/BW, Archiving & Search)  Gradually expand scope of projects supported  Gradually increase supported EIM functions Time Benefits Number of Projects supported EIM Functions supported Staffing to provide services Information Management Maturity EIM Vision

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Core Processes Data Quality Data Integrity Data Security/ Protection Data Lifecycle Management Data Movement Processes to identify, analyze, improve, and measure the data quality issues and improvement efforts. Processes to identify, analyze, improve, and measure the data integrity issues and improvement efforts. Processes to ensure corporate data and information is secure and protected, and managed according to the corporate policies and regulatory mandates. Processes to govern how to create, classify, update, use, distribute, and archive, and obsolete data and information, for new projects as well as ongoing maintenance. Processes to identify and guide how data should be managed when they are moved around the enterprise and Line of Business systems, applications, and data files. Semantic Management Database Management Master Data Management Information Services Services & Support Management Processes for the EIM program and/or organization to provide functional services and support to the rest of enterprise IT and business organizations and projects. Processes to establish, maintain, and use actual data and aggregation services in the form of reusable software components for business systems and processes to share and leverage data and information across both transactional and analytical needs. Processes to manage the creation, maintenance, distribution, and usage of corporate master and/or reference data entities to support business processes and business transactions with the objectives of improving data quality and integrity, improving data and information accuracy, and reducing process inefficiencies. Processes to manage the physical corporate databases and data files. Processes to establish, manage, and use the business and IT semantics (that is business terms and definitions, metadata management, enterprise semantic model management, semantic integration etc. )

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Organizational Functions Information Value Management Data and Content Management Business Information Management The key functions of this sub- team are to design the structures and standards that support the effective management, governance and use of information assets across the business. Operationally, it performs data and content design, and identifies data quality requirements. The key functions of this sub- team are to develop and deliver the information infrastructure required to support information as a shared service, Operationally, it performs and provides infrastructure, migration, sourcing and systems support The key functions of this sub-team are to support the organization’s need to maximize the value of it’s information assets. Operationally, this group provides information access support services (such as training and education) and metadata management services (such as data governance support and data lineage). This team leverages combinations of technical, business and training skills EIM

B usiness T echnology S olutions B usiness T echnology S olutions EIM DRAFT 08-Dec EIM Organizational Roles Data and Content Design  Data Architecture Management  Data Development Quality Management  Data Quality Management Integration and Sourcing  Integration Services Management Ongoing Support  Data Implementation  Database Operations Management  Document & Content Management  Data Security Management Data Governance  Data Planning  Data Management Information Access Services  Reference & Master Data Management Metadata Management  Meta Data Management Information Value Management Data and Content Management Business Information Management EIM