Public
Liberalização de Mercados na Industria de Utilities e Unbundling
Miguel Gaspar SilvaIndustry Director, UtilitiesSAP EMEA
Luanda, Maio de 2010
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Tendências Globais que afectam a indústria de Utilities
Competitividade Crescente
Competitividade Crescente
Inovações Técnicas
Inovações Técnicas
Solicitações de Clientes
Solicitações de Clientes
Intervenção Política e
Regulação
Intervenção Política e
Regulação
Acelerar Crescimento
Acelerar Crescimento
� Risk of loosing customers and revenue
� New products and services
� Introduction of smart meter technology
� Renewable energy
� Customer Choice
� Price sensitivity
� Expectation of high service quality
� Enforcement of Market Liberalization
� Funding of renewable energy
� Promotion of Energy Efficiency
� Acquisition of new customers
� Adapting to business changes
� Introducing new business models
Liberalização de Mercados, Crescentes Solicitações de Clientes, Efficiencia Energética e Inovações Tecnologicas alteram radicalmente o contexto da indústria
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Rumo ao Novo Modelo de Mercado: Do Incumbente…
2574 1
Geração
Transmissão
e Distribuição
Vendas e Contração,
Serviço a Cliente ,
Facturação e Cobrança
Cliente
Local de Consumo
Admnistração de Contadores
e Recolha de Leituras
Utility Integrada Verticalmente(“incumbente”)
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. . . Que fornece todos os serviços ao longo da cadeia de valor. . .
Gestão de ActivosServiço a Cliente,
Facturação&CobrançaGestão de Energia
Plan, build, operate, monitor andmaintain
� Power plants of all types of energy resources
� Smart transmission and distribution grids and connections to premises
Execute procurement of assets,material, spare parts, services
Manage workforce
Sell and buy energy products to or from consumers
Provide customer service fulfilling the supply contracts
Billing of supply contracts and related services
Accounts Receivables, Credit & Collections
Meter management and meter reading
Collection, analysis, aggregation,
and combination of energy dataas the basis for
� Energy Retail
� Energy Trading
� Load Management
� Energy Portfolios
SAP para Utilities – Modelo de Processos de Alto Nível
Gestão Corporativa e Áreas de Suporte
Analytics Financials Human CapitalManagement
CorporateServices
OperationsSupport
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Geração
1. Plant designer2. Plant engineer
& constructor3. Plant operator4. Maintenance
engineer5. Plant inspector6. Energy trader
1 2 6
Enterprise Management & Business Support
Operador de Redes(DSO)
1 2 3
Enterprise Management & Business Support
1. Grid Access Provider2. Grid Operator 3. Metering Point Administrator4. Meter Administrator5. Metered Data Aggregator6. Metered Data Responsible7. Metered Data Collector8. Meter Operator
Enterprise
Asset
Management
Customer
Service
& Billing
Energy
Capital
Management
Enterprise
Asset
Management
Customer
Service
& Billing
Energy
Capital
Management
Comercial.
1 2 5Enterprise
Asset
Management
Customer
Service
& Billing
Enterprise Management & Business Support
8
. . . para Empresas Especializadas focadas em elementos individuais da cadeia de valor
Mercado Competitivo
Monopólio Natural(regulado)
. . . . . . . .
. . . .
1. Customer ServiceAgent
2. Billing Agent3. Collection Agent4. Energy Trader 5. Balance Supplier
Energy
Capital
Management
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Liberalização de Mercados – Objectivos e Impactos nos Mercados (Europeus) de Energia
� Competitividade� Escolha Livre e tranparencia dos mercados para os clientes finais� Comercialização de Energia entre estados� Sustentabilidade
� Há um modelo completo e práctico estabelecido?� As regras de mercado estabelecidas estão de facto implementadas e monitorizadas?� Quem define as regras de mercado?
� Regulador (enquadramento legislativo)� Participantes no Mercado
� O mercado está completamente aberto para todos os utilizadores?� Já há novos intervenientes estabelecidos como agentes de mercado?
Os próximos pacotes legislativos europeus e as iniciativas dirigidas pela ERGEG (European Regulators Group for Electricity and Gas) irão acentuar o processo de liberalização e criação de um mercado de energia único Europeu
Dependendo do modelo de mercado, das regras do mercado e do contexto histórico o impacto da liberalização varia de mercado para mercado. A evolução do mercado liberalizado de energia depende de diferentes factores:
Em 1996 a União Europeia iniciou o processo de liberalização da indústria com o objectivo de estabelecer um mercado Europeu unico de energia. Objectivos:Objectivos
Impacto
Contexto Futuro
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Novos Requisitos
Impacto da Liberalização de Mercados nas Tecnologias de Informação
Novas soluções de execução de processos que não ultrapassem os limites estritos de
actuação dos novos agentes de mercado e que suportem a execução de processos em modo
colaborativo
Antes da Liberalização:
� Divisão da Cadeia de Valor
� Diversificação de Participantes no mercado
� Focus nas Competencias Nucleares
� Outsourcing de actividades específicas a terceiros – por exemplo, recolha de leituras
� Adopção de Novas Tecnologias – contadores inteligentes, micro-geração, etc.
Empresas de Utilities endereçam toda a cadeia de valor desde a geração de energia até à Geração, Distribuição e Comercialização
Após a Liberalização:
SAP Utilities & InterCompany Data Exchange
Soluções de IT para novos intervenientes no mercado
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Unbundling: Implementação
Empresa de Distribuição
GDistribuidor
SNon-RegulatedSales Activity
GActividade de Redes
SComercializadorRegulado
SComercializador
Base de Dados de Clientes A
Base de Dados de Clientes B
Empresa de Comercialização
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SAP Intercompany Data Exchange: Blocos Constituintes
Infrastrutura
Processos•Point of Delivery, Service Provider
•Supply Scenario
•Service Provider Agreement
•Switch document
•Data Exchange
•Monitoring
•Check Framework
•Exception handling framework
•List processing …
•customer win, customer loss
•change of supplier
•grid usage billing
•grid usage bill validation and payment
•change of device
•change of customer data
• …
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Workflow configuration
Workflow
Implementação de um processo de negócio em Mercado Liberalizado – SAP IDE
SAP PI
IDE
IS-U
IDE config
IS-U Master dataIS-U Master data
IS-U Master data
SAP CRM
CRM Master dataCRM Master dataCRM Master data
IS-U config
CRM config
Workflow configuration
Workflow
IDEX-Country xyz
BPEM
BPEM events/alerts
ExceptionMonitor Exception
report
4
5
910
11
Mappings catalogue
External formatmapping1
Error catalogue
Err
orpr
oces
sing
Follow-upaction generator
Rule catalogue
12 1313
7
14
15
2
SAP BI
BWcube
BWcube
BWcube
6
8
3
14
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Portugal: Processos no Mercado Liberalizado de Energia
III
Processos do Ponto de Entrega
III Facturação e Cobrança
Mudança de Fornecedor e Serviço a Cliente
3 Grupos de Processos que suportam a automatizaçao de processos
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Ponto de Entrega: Acesso do Comercializador
I II III
Source: EDP
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Mudança de Comercializador (Detalhe)
I II III
Source: EDP
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Business Intelligence & Analytics
SAP Utilities: Uma Plataforma Modelar de Processos de Negócio
Business Intelligence Reports & Analytics
Meter Operations
Energy Data Management
AMI / Smart Grid Integration
Energy Portfolio Management
Reconciliation & Settlement
Energy Accounting
Selling of Energy & Services
Customer Service
Billing of Energy & Services
Customer Financials Management
Intercompany Data Exchange
Plant LifecycleManagement
Network LifecycleManagement
Resource & SupplierManagement
Gestão e EnergiaGestão de Activos CRM, Facturação e Cobrança
Enterprise Management & Business Support
para Comercializaçãopara Geração
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SAP for Utilities – Facts & Figures
39 of the top 50 utilities in Forbes2000* run SAP ERP
*Public listed companies on any publicly accessible stock exchange http://www.forbes.com/lists/2009/18/global-09_The-Global-2000_IndName_20.html
7 of the top 7 utilities in Forbes2000* run SAP ERP and Customer Relationship & Billing
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Sumário
► Assegurar Conformidade Regulatória� Benefit from SAP’s cooperation with EU institutions
� Adapt to current and future regulatory rules
► Redução de Custos
Leverage existing solutions from other markets where possible
Share costs with other companies in your market while influencing the scope of your local IT solution directly
► Assegurar Retorno do Investimento em IT (sem riscos)
Count on SAP’s experienced solution architects and developers
Invest in a solution that is based on latest software architecture
Protect your investment with SAP maintenance options
© SAP AG 2009. All rights reserved. / Page 17 Public
Soluções SAP são core na a transformação da indústria de Utilities em África
Johannesburg City Power
Namibia Power
Kengen (Kenya)
KPLC (Kenya)
CEB (Mauritius)
Eskom (RSA)
City of Cape Town
Tshwane Metropolitan Council (Pretoria)
City of Johannesburg
ZESA (Zimbabwe)
Johannesburg Water
RandWater
Department of Water Affairs
Namibia Water
WUC (Botswana)
Capricorn District Council
Botswana Power Corporation
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Questions ?
Miguel Gaspar SilvaIndustry Director Utilities
SAP EMEALisboa, Portugal
T: +351214465500M: +351 [email protected]
© SAP AG 2009. All rights reserved. / Page 19 Public
Roadmap to the European Energy Market
Central South Liberalization Hub (Connecting markets)
Central East Central West
Baltic UK & Ireland
Northern South WestERGEG regional market initiatives (electricity):
time
Today Future(as to ERGEG)
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Energy Standardization Bodies
European forum for energy Business Information eXchange
WGRetail Market
observer
ebIX structuring of the energy market project
EMDebIX metereddata project
ebIX TechnicalCommittee
CommonHarmonisationGroup and members
Member
CuS ETC
EEG1
eBES
TF-14
TF-IT
TC57/WG16
?MoU
?
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The ebIX Organization
CuS EMD
NationalebIX groups
National projects
ETC
Members:BelgiumDenmarkGermany
NetherlandsNorwaySweden
Switzerland
ebIX projectsand working groups
...
ETC ebIX Technical CommitteeEMD ebIX Exchange of Metered Data projectCuS ebIX structuring of the energy market (Customer Switching) project
Regular Observers:
AustriaFinland
Nord Pool
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The ebIX Goals
Promote and advance the standardisation process in the European energy market, following the rules of the European Union
Cover exchange of administrative data for electricity/gas and wholesale/retail market
Approval by international and national authorities
User responsibility for implementations and usage
Software vendors offering solutions based on the standard
Contact and coordination with other international EDI/XML standardization organizations
Develop e-Business Standards for theEuropean Energy Market
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ERGEG
“The process of data exchange has to be cost efficient and standardized for the suppliers and the distribution system operators”
“Clear roles and responsibilities among actors are of vital importance throughout the entire procedure”
“Furthermore every metering point should have a unique identification number(e.g. based on the EAN standard Global Service Relation Number, GSRN) to facilitate data exchange and avoid misunderstandings”
ERGEG Best Practice Proposition for the Supplier Switching Process
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Regulators
ERGEG Regionalnitiatives
European Institutions & IDE/X activities
Advice
Political Goals
Non EURegulators
National EURegulator 1
Regional Regulators
Associations
ERRA/EDIEL/ETC
European CommissionDirectorate for Energy
and Transport
ERGEG European Regulators Group for electricity and gas
Congestion management
E
CEER Council of European Energy Regulators
Network access
charges E/G
Storage management
G
Customer protection
Customer switching
issues
Consistency framework
Interested publicConsultation guideline
Markets
National Markets
(National) Companies
Internat.Industry Unions
etso
ebIX
Eurelectric
EUROGAS
EDIG@S
EASEE – GAS
Con
trol
sM
onito
ring
Gui
danc
e
Working Groups
National EURegulator 2
National EURegulator …
National EURegulator 25
SAP Participation
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SAP for Utilities Liberalization Competence Center
� Consists of a dedicated team of SAP experts that bundles know how about the liberalized market
� Works closely with customers in deregulated markets around the world to identify and translate the new specific regional needs
� Offers solutions (IDEX Add-Ons) that enhance the SAP for Utilities solution to support the new local market rules of deregulated markets
SAP for Utilities Liberalization Competence Center (LCC)
Commitment & Thought Leadership
Henning Kagermann announced at the Sixth SAP International Utilities Conference (Feb. 2007):
SAP has launched the SAP for Utilities Liberalization Competence Center
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Legal Liberalization Requirements are Changing in Shorter Intervals
Increasing market communication due to growing number of market participants
■ High costs for change management
■ Short timeframe for implementation of new legal requirements
Lack of flexibility within current business applica tions
■ Decreasing system performance due to high data volume
■ Increasing data exchange due to new market participants
Current standard processes do not cover all market requirements
■ Increasing contractual relationships due to new market participants
■ High system load through high-volume billing
■ Manual process handling almost impossible due to rising switch rates
High costs-to-serve through process complexity
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Increased Flexibility to Meet Requirements of Liberalized Markets
■ Enhanced billing for energy products
■ Flexible management of grid usage registrations and terminations
■ Preparation of grid usage services and grid usage management
Alignment of processes to increasing market complex ity
■ Increased flexibility through SOA architecture
■Simple deployment of country-specific web services
Introduction of new architecture
New architecture reduces effort to adapt processes to new market requirements
■ System configuration according to the role of enterprise in deregulated market
■ More effective service provider management
■ High speed billing
■ Enhanced automated market communication
Cost reduction through efficient process adoption