oracle’s primaveraenergycentral.fileburst.com/ec/011916_a_o_slides.pdf• deep-dive...
TRANSCRIPT
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ORACLE’S PRIMAVERA
PORTFOLIO MANAGEMENT (OPPM)
AT AMEREN
DAVID BULLARDManager, Project Controls, Ameren Missouri Power Operations Services
JANUARY 19, 2016
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• Ameren overview and webinar expectations
• Demand for portfolio management tool
• OPPM overview
• Due diligence and selection basis
• Initial implementation and adoption
• Next steps and best practices
Agenda
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Ameren Overview
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Ameren• Ameren Missouri, Ameren Illinois, Ameren Transmission
• 64K-square mile service area in Illinois and Missouri
• 2.4M electric customers, 900K gas customers
• Net generation capacity of nearly 10,200 MW
• More than 7,500 circuit miles of transmission lines
Ameren Missouri• 1.2M electric customers – 63 counties, 500 towns
• (1) nuclear energy center
• (4) coal energy centers
• (3) hydro energy centers
• (2) renewable energy centers (landfill gas, solar)
• CTG fleet
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• Focus is Ameren Missouri Power Operations
• Will cover due diligence and implementation
• Will not cover details of calculations or business processes
• Information indicating future outage timing is hidden
Expectations
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Power Ops’ selection and implementation of OPPM was
driven by our company’s culture and need for
Continuous Improvement.
OPPM’s configurability by users (not IT, not Oracle)
have made it a perfect fit for multiple use cases at
Ameren, both financial-based and non-financial-based.
Demand for Portfolio Management Tool
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• Excel-based project justification and prioritization (ISP)
o Heavy user input of data stored in other Ameren repositories
o Snapshot perspective
o Configuration by external resources
o Optimizer readiness and logic
Demand for Portfolio Management Tool
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• Portfolio decomposition and capital allocation
o Limited availability of attributes in corporate budget tool
o Iterative Excel-based activity
o Data memorialization
o Accessibility of reports, presentations, etc.
Demand for Portfolio Management Tool
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• What we did NOT want!
Demand for Portfolio Management Tool
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• OPPM = Oracle’s Primavera Portfolio Management
o Web-based analysis platform
o Configurable
o Process-driven
OPPM Overview
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• Scorecards
o Spreadsheet-like
o Easy export
o Configurable
Sorting
Indicators
Columns (categories)
OPPM Overview
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OPPM Overview
• Forms
o Automatic compilation
o Multiple field types
Inputs
Calculations
Imported
o Configurable
Field width
Edit security
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• Investor Maps
o Visual decomposition
o On-the-fly adjustments
Status change
Portfolio removals and additions within scenarios
o Dimensions
X and Y axes
Bubble size, color, and status indication
Portfolio and bucket compliance
OPPM Overview
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• Processes / Guide Pane
o “Bookmark” views and data sets
o Layout organization-specific processes
o Flexible sequencing
o Provide explanations, definitions, etc.
OPPM Overview
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Due Diligence and Selection
iProcure
PowerPlant
UIP
PCM, IMR MO Gen
EDTS
Nuclear
AIC
ATX
Corporate
Reporting
MO Gen
ACCOUNTING PROJECT CONTROLS
PORTFOLIO
MANAGEMENT
Bridge
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• Existing Oracle footprint at Ameren
• Collaborative, web-based platform supports mobility
• Minimal long-term dependence on IT and Oracle
• Out-of-the box bridge to P6
• Flexibility across business lines
• Data memorialization
• Simple sharing via e-mail links
Due Diligence and Selection Basis
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• Critical pre-purchase activities
o Define and document process(es) and calculations
o Leverage Oracle Solution Consultants
o Implementation workshop
• Maximize value of training
o Need for Java expertise can be minimized during this phase
o Work to get one “go-by” category of various types
Initial Implementation and Adoption
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Start small, KISS, and get some early wins
• Replace ISP
o Behind-the-scenes complexity and stakeholder buy-in
o Simplify justifications without sacrificing key inputs and calculations
o Provide multiple perspectives simultaneously
Safety
Customer
Shareholder
Initial Implementation and Adoption
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• Replace ISP (input form)
Initial Implementation and Adoption
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• Replace ISP (scoring results)
Initial Implementation and Adoption
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• Support capital allocation / budget process
o Process guide pane (“script”)
o Minimal workflow supports on-the-fly adjustments
o Investor Maps and pre-defined scenarios expedited process
o Instantaneous outputs to support capital request
Initial Implementation and Adoption
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• Support capital allocation / budget process
Initial Implementation and Adoption
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• Support capital allocation / budget process
Initial Implementation and Adoption
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• Support capital allocation / budget process
Initial Implementation and Adoption
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Initial Implementation and Adoption
• Support capital allocation / budget process
o Category trend / data memorialization
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• Outage planning
o Communicate current and proposed unit outage schedule
Initial Implementation and Adoption
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• Resource utilization
o Dynamic capital spend data for engineers and managers
o Utilize data from corporate budget tool
o Organization chart appearance
o Minimal manual updates
Initial Implementation and Adoption
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• Resource utilization
Initial Implementation and Adoption
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• Risk management
o Manual data import from enterprise BRM tool
o Associate capital projects to risks they mitigate
o Exploring project risk integration in Primavera P6
Initial Implementation and Adoption
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• Risk management
Initial Implementation and Adoption
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Implementation Timeline: IT’S A JOURNEY!
Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016
Spreadsheet
Go-By
Oracle-Led
Demos
Power Ops
Requirements
Gathering
Issue
Purchase
Order
Initial
Oracle
Config.
Training
Initial
Power
Ops
Rollout
AM ED
Implementation
AM Nuclear
Due Diligence
Data Automation
Expand user set
Power Ops Uses• Budget
• Justification
• Resources
AM ED Due
Diligence
Develop Data
Automation
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• Complete data automation, expand user set
• Continue to identify use and need cases
o Innovation Action Teams
o New users’ requests
• Ongoing due diligence and implementation across Ameren
o Ameren Missouri: Energy Delivery, Nuclear
o Ameren IT
Next Steps
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• Thoroughly understand and document needs before purchasing
o Processes and calculations
o User groups and needs
• Make the most of Oracle training
• Start small, get some early wins
o Minimize automation and workflow
o Minimize initial connection to other systems
Best Practices
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Best Practices
• Deep-dive inter-application data transfer
• Maintain dialogue with Oracle resources
o Be a part of continual OPPM improvements
o Tap into network of users, consultants, and developers
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Q & A