Case study: Real Time Decision Making with Smart Data Analytics

Thomas Doggett Co-founder & Chief Marketing Officer

Calico Energy

Real-Time Decision Making with Smart Data & Analytics

About Calico

Data: Lifeblood of Utilities

Executive

Demand Side Mgt.

Financial & Back Office

Operations

Marketing

Customer Service

Planning

The Importance of “Real-Time” Decisionmaking

• What could the impact be if you had near real-time analytics?

– Cost reduction

– Real-time, targeted load control

– Pay for performance

– Avoidance of outages

– Customer service

Siloed Systems Barrier

Direct Load Control

Direct Load Control #2

Thermostat EV Pilot C&I

CDW

MDMS

CIMS

Legacy

Billing

CRS

EE

DR

Where is the demand? How much demand can

you shift?

Case Study: System-Wide Integration Challenges: • Enabling a complex AMI residential

program with Demand Response, Price Response, and Advanced Rate Structures

• Reducing peak demand and increasing customer awareness

• Establishing a single point of view to energy data and system control across different vendor solutions

Solution: EIS OpCenter™ Energy Data

Management Platform Solution Components: • Utility Legacy Billing Systems • Utility Legacy IT Systems • Utility EIS OpCenter™ Command and

Control Software • Calico EIS Central™ Energy

Data Warehouse • Calico EIS Web Services™ • OPower Web Portal • Open Peak IHD • MV&A System • Silver Spring Head-End • Tendril IHD Benefits • Integrated, single-point access to

energy data from each solution component (above)

• Ability to push energy data, pricing signals, usage, DR signals, messaging, etc. to all systems

• Collection of energy usage data for more than 130,000 residents

• Demand Reduction • Improved customer communications

AMI Head End

Web Portal

Meter Data

Pricing Data

PTR Data

(via SFTP/HTTPS)

IHD IHD

Pricing Data

PR/DR Signals

Cost Data

Usage Data

Messaging

Pricing Data

PR/DR Signals

PTR Data

Messaging

(via HTTPS/Zigbee)

Pricing Data

PR/DR Signals

PTR Data

Messaging

(via HTTPS)

Device Management

Device Provisioning

Pricing Data

PR/DR Signals

Cost Data/Rate Mgt.

Usage Data

Messaging

(via HTTPS/Zigbee)

M&V

Analytics

Pricing DataPR/DR Signal DataPeak Time Rebate DataDevice Provision (+)Device Provision (–)

(via SFTP)

Utility Legacy Billing &

IT Systems

?

Explosion of New

Technologies & Devices Proprietary,

Third-Party & Legacy

Systems Data

Emerging Standards

Regulatory & Compliance

Requirements

AMI Data

Operational Data

Market Data & Dynamic Pricing

Distributed & Renewable Energy Data

… and the Difficulties are Expanding!

Case Study: Lots of Data, no Analytics

Executive

• Enable powerful dashboard reporting for Executive team

• Enable Company-wide visibility into operational/financial health – in real-time

• Improve Management’s ability to make informed decisions

• Improve the consistency of data and ensure reliable reporting

Financial

• Support revenue requirements; more effectively identify and capture unbilled revenue

• Demonstrate compliance with regulations and requirements

• Optimize the balance between Operational and Capital expenditures

• Improve the accuracy of financial data and other critical company information

• Monitor and minimize financial losses

• Define the cost/benefit of new hardware

Operational

• Manage distribution infrastructure loads, reducing repair and replacement costs

• Manage the flow of renewable sources throughout our distribution network

• Analyze the cause of outages & make recommendations for repair/replacement

• Optimize and reduce field crew deployment

• Identify where to deploy Smart Grid technologies to maximize value

• Monitor and minimize line losses

• Better manage assets in the field

• Determine voltage, power quality, transformer loads

• Improve data management while reducing the overhead required to manage it

Case Study: Centralized DR

OpCenter™ Head-End DRMS

>75 Utilities in province

OpCenter™ Distributor DRMS

BusinessSMART™ C&I Energy Management Portal

4.5 Million customers

HomeSMART™ Residential Energy Management Portal

Unified Operations Center

Dashboard Visibility

Forecasting

Benefits of Smart Data & Analytics Discover. Model programs, management strategies, and reports in minutes. Identify & justify new ways to capture load, reduce costs, and increase revenues. Detect theft.

Assess. Determine what contribution DSM and EE programs can have to the situation based on a variety of variables. Establish quantifiable metrics for business & rate cases.

Strategize. Better plan, target, define & validate energy management programs.

Simplify. Reduce complexity. Correlate dispersed information to expose risk, loss, capacity, and inefficiency. Automate and support time-consuming decisions & analysis.

Optimize. Create optimized asset, pricing, demand, power purchase, and usage reduction strategies based on insight gained from analytics. Target specific customer segments for programs based on multiple attributes.

Achieve. Realize operational efficiencies, optimized field staffing, reduced costs, and improved business value.

Criteria for Technology Selection

Interoperability – the solution must be able to integrate easily with existing energy data systems, devices, and applications. It should be open architecture and support current industry standards.

Flexibility – the solution should utilize a SOA and work with all required data, devices, engines, and applications to reduce risk and provide long-term options.

Intelligence – just having access to more data isn’t helpful. The right system must be able to mine, analyze, and distill information in a way that enables you to manage energy and reduce costs.

Track record – if it hasn’t been deployed beyond pilot stage, it isn’t proven.

Adaptability – the solution should provide value for all stakeholders (as well as customers!); DSM programs should be expandable and adaptable for future needs and requirements.

Adoptability – the solution must be simple to use, effective, and provide a clear value for utilities and their customers.

Automation – the solution must be able to automate energy management for customers. Changing behavior is too expensive, unreliable, and time consuming.

QUESTIONS?

Tom Doggett

tom.doggett@calicoenergy.com

425-281-1829

SCADA

Weather

Grid

Legacy Home & Business

Portals

Pricing

Customer

Data

Meter

Distribution

Third-Party

Portals

Gateways

EVCS

PCTs

LLCs

Utility Control

Unified

Analytics

& Control