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Copyright © 2015 Accenture All rights reserved.

Smart Grid’s ADMS Implementations: Lessons LearnedRafael Ochoa

September 21, 2015

2Copyright © 2015 Accenture All rights reserved.

Rafael Ochoa

• Managing Director @ Accenture since January 2015

• Distribution Operations & Automation Global Lead

• Previously, a Partner at The Structure Group for 8 years

• 27 Years Experience in real-time systems

• Lead Architect of several ADMS deployments

• Author or co-author of several papers in Distribution

Operations, Planning and Engineering

• Experience in ADMS, OMS, SCADA, EMS, GIS and

Distribution Planning Tools

• BS, MS and PhD in Electrical Engineering

Presenter

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ADMS: Implementation Lessons Learned

Copyright © 2015 Accenture All rights reserved.

• Introduction

• Smart Grid Global Demand

• North America Activity in ADMS

• ADMS Components

• Lessons Learned

• Q&A

Smart Grid: Comprehensive Technology Footprint

Value from SmartCustomer focused

Process focused

Grid focused

Asset focused

Asset Investment Planning

and Management

Network Planning

and Modeling

Asset Information

and Analytics

Resource Management

and Strategic Sourcing

Work Planning

and Management

Field Workforce

Management

Dispatch, Route and

Appointment Management

Supervisor Enablement and

Performance Management

Outage Management

and CommunicationsDemand Response, Efficiency,

and Commercial Optimization

Smart Meter Design, Integration

and Deployment Support

Energy Visualization and

Customer Analytics

Work Readiness

and Support

Cyber Security and

Testing

Smart Grid Analytics

Customer Operations and

Operational Support Services

Home Energy Management

Distribution Management

and Optimization

Advanced and Emerging

Technologies

Energy Management

and Control

Integrated Smart Network Operations Center

Optimize revenue

on energy

delivered and

system reliability

Improve distribution

efficiency and

optimize energy

usage

4

Increase

productivity, safety

and efficiency of field

and support work

Advanced Maintenance

Strategies

Improve return

on capital and

optimize asset

reliability

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Significant investment in Distribution Operations Tools & Distribution

Technology in most parts of the world

Global Investment in Technologies

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ADMS: Change Drivers and Challenges

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ADMS: An Integrated Platform

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Functional Layers of an ADMS

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Future Control Center

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Volt/Var & Reliability

Improvement

Volt/Var; Demand

ReductionReliability

Improvement; Power

Flow

Volt/Var, DER

Integration

Customer

satisfaction and

renewables

Customer Energy

Reduction

Volt/VArDG Integration and

Reliability Improvement

Electronic operating

maps

Reliability

Improvement

Operator efficiency /

reliability

improvement

Outage Management

and Planned Switching

Projects

In Progress

These utilities serve over 38 million customers

Volt/VAr

Nashville, TN

Planned Switching

Reliability Improvement /

Situational Awareness

Reliability

Improvement

Reliability Improvement /

Situational Awareness

Chattanooga, TN

Dallas, TX

Allentown, PASan Diego, CA

Juno Beach, FLOklahoma City, OK Raleigh, NC Everett, WA

Detroit, MI Toronto, ONMadison, WI

Reliability

Improvement

Marietta, GA

Volt/Var; Demand

Reduction

Volt/Var; Demand

Reduction

Austin, TX

Raleigh, NC Atlanta, GARapid City, SD Charlotte, NC

Birmingham, ALVancouver, BC

North American ADMS Implementations

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D-Ops Projects Foot Print

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ADMS – Roadmap to an Implementation

ClientStrategy & Roadmap

DataReadiness

Business Case

Planning Implementation

Arizona Public Service *

United Illuminating *

CenterPoint Energy *

First Energy

Xcel Energy *

Electricity Northwest (UK)

*

Kansas City Power & Light

Oklahoma Gas & Electric

DTE Energy *

PECO Energy *

O&R 12

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ADMS Implementation Value Drivers

Utility

DMS Modules Being Implemented Value Driver

D Power

Flow / State

Estimation

Restoration

Switching

Analysis

Fault

Location FLISR1Volt-VAR

Optimization

Load

Reduction

CAIDI / SAIDI

Improvement2 Other3

BC Hydro x x x x x

CenterPoint Energy x x x x

Duke Energy x x x

Florida Power & Light x x x

National Grid x x x x x

Oklahoma Gas & Electric x x x

Pacific Gas & Electric x x

PECO Energy x

PPL x x x

Progress Energy x x x

San Diego Gas & Electric x

Southern Company x x x x

1 FLISR here refers to centralized and DMS driven Fault Location, Isolation, and Service Restoration.2 This includes improvement in customer communication and customer contact functions related to outage management, as well as

fault isolation and restoration.3 Other includes power quality improvement, distributed energy resource integration, operator productivity, etc.

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REV - is ADMS the foundational platform?

REV

Enhanced customer tools

Market animation

System-wide efficiency

Fuel & resource diversity

System reliability &

resiliency

Reduction of carbon

emissions

• AMI Integration

• Outage Management

• Damage Assessment

• Social media integration

• Advanced Analytics

• Dynamic network

• Power Flow/ State Estimation

• Network modeling & control

• DG integration

• Load Management

• Simulation/ Study mode

• Load Management

• Crew Management

• Switch Management

• Integrated DSCADA

• Training simulation

• FLISR

• Switch Management

• Integrated DSCADA

• Volt/ Var Optimization

• Power Flow/ State Estimation

• FLISR

• Dynamic network

• Outage Management

• Load Management

• DG integration

• Demand Response

• Load Management

An Advanced Distribution Management System

The DMS Project included: 1) Gathering and confirmation of functional, business and

technical requirements 2) Development of the DMS roadmap3) Data readiness assessment4) Business processes assessment 5) RFP development6) Technology selection & System implementation

Structure’s responsibilities included: 1) Project Management2) Development of business case and roadmap3) Development of technical requirements for a DMS

(including an interface to their legacy OMS)4) Implementation of the DMS solution, including a DMS and

the interface to their legacy OMS.

Successful deployment of the DMS Phase 1 (like for like of a legacy, aging DMS. In addition, successful deployment of the new operational and support processes. Phase 2 (implementation of smart Apps) has been approved by PECO’s Management and will start in Q3/15.

1) Accurate and complete data is required for a DMS 2) A DMS needs dedicated staff3) Creation of a clear vision and the corresponding roadmap

are key4) Early identification of affected and new business processes

is necessary5) Review of legacy OMS within the context of a DMS is key

Project Overview

Lessons Learned

Project Results

Our Responsibilities

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ENW ADMS Project Highlights

Replacement of their legacy DMS:

1) Development of system replacement strategy

2) Development of business case and roadmap

3) Gathering / confirmation of requirements

4) Development of RFP

5) Solution selection

6) Data Readiness

7) Implementation & integration of new system – next

phase

Our responsibilities included:

1) Program Management

2) Development of technical requirements for the ADMS

3) Development of business case

4) Development of system implementation plan

5) Data Readiness Assessment & Data Augmentation

6) Change Management Activities

• Business Case approved

• Project Budget approved

• Development of a SOW with Technology Vendor

• Identification of resources needed for project

implementation phase and after go-live

• Established a broad team

• Foundation for “utility of the Future” including DR and

Outage Faster Response process

1) Detailed requirements for the replacement of legacy

system

2) Third Party SI resources needed for the

implementation project

3) Data Cleansing effort will be large

4) Change Management is “key” for a successful

deployment of an ADMS

Project Overview

Lessons Learned

Project Results

Our Responsibilities

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Broad Smart Grid Program that included:

1) Development & approval process of the business case

and vision

2) Development of business case and roadmap

3) Gathering of requirements

4) Development of RFPs

5) Solution selection

6) Implementation & integration of DMS, MDM, DR, DA,

AMI, and smart meters.

Our responsibilities included:

1) Overall Program Management

2) Development of technical requirements for all

technologies (including a DMS and an interface to

their legacy OMS)

3) Implementation of all technologies, including a DMS

and the interface to their legacy OMS

• Successful deployment of all technologies as well as

fulfilment of the envisioned business case.

• Program ended on budget and on time.

• OG&E’s Smart Grid Program is widely considered one of

the best programs in the US.

1) A DMS (or any similar complex technology

implementation) needs dedicated staff

2) Creation of a clear vision and the corresponding

roadmap are key

3) Definition of success criteria to consider the

implementation of a DMS (or any similar technology)

successful

4) Review of the role of the legacy OMS

Project Overview

Lessons Learned

Project Results

Our Responsibilities

An ADMS: Smart Grid Program

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One-Line

and

Schematic

Views

Summary

Displays

Alarms, Quality

Codes, Tagging,

Notes

Temporary

Elements

RTU

Communications

TrendingLoad

Shedding*

Existing

ADMS: Operations Impact

Operator

Log

Switching

Validation

Operator

Training

Simulator

SimulationGeographic

view with

Landbase

Load Flow

State

Estimation

NewLoad Relief

Topology

Analyzer

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One-Line & Schematic views*

Geographic view with Land base*

Secondary, Cable, Conduits, Duct, Customer One-lines*

Summary Displays (alarms, events, etc.)*

Alarms, Quality Codes, Tagging, Notes*

Temporary Elements*

RTU Communications*

Switching Validation*

Operator Training Simulator*

DMS Applications

Switch Order Management*

Circuit Order Restrictions*

Topology Analyzer*

Load Flow*

State Estimation*

Volt Var Optimization

Voltage Reduction

Network Reconfiguration

Load Relief*

Phase Balancing

Fault Location, Isolation, & Restoration*

Fault Location*

Trending*

Study/Simulation Mode*

Load Shedding*

Optimal Capacitor Placement

Optimal Voltage Regulator Placement

Element Isolation*

Supply Restoration*

Maintenance Isolation*

Large Area Restoration*

Fault Localization*

Available at Go-Live

Phase 1, Post Go-Live

Phase 2, Post Go-Live

Phase 3, Post Go-Live

Future Phase

Operator Log*

*Used by D-Ops

Proposed Facilities View*

SCADA Functionality

ADMS Functionality by Phases

ADMS Technology Selection Process: Methodologies & Tools

Asset Description

Vendor Landscape

Analysis and viewpoint on major technology

vendors including their offerings, strengths and

weaknesses. Includes market share analysis and

an assessment of functional and non-functional capabilities of each vendor.

System Selection MethodologyProven methodology for conducting systems

selection (procurement) process for complex

technology solutions. Inventory of functional and

technical requirements for complex market

processes, and template-driven approach for capturing new or unique requirements.

Business Case Tool

Proven tool for the development of business cases

for a DMS, OMS, or any other technology in the D-

Ops space. Easy to define benefits and technology

costs for the evaluation of ROI over the life of the technology.

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Phased Integrated ADMS & Grid Automation Deployment

Data Readiness

DMS and D-SCADA

Deployment

GIS Update

Steady State O&M

Year 10Year 9Year 8Year 7Year 6Year 5Year 4Year 3Year 2Year 1 Year 11

OMS Deployment

For Illustrative Purposes Only

Yearly Cost Breakout

Grid Automation

Modern OMS / Reports

Basic SCADA Functions

Advanced SCADA Functions

Basic Operating Efficiencies (e.g., Load Balancing)

Basic Switching Management

Automated Switching (e.g., FLISR)

VVO – Demand Reduction

Broad Optimal Operating Point

Advanced Switching ManagementFault Location

Improved GIS Export

100% Functionality & 100% System Wide

Benefits

FUNCTIONALITY vs.

TIME

ADMS Implementations: Things to Get Right

Integrated Business Readiness – Technology and

Business Processes

One Team – Implementation Partners – Xcel Energy /

Schneider Electric / Accenture

Strong Executive Support and Leadership

Design Decisions– Balance between Flexibility & Off-

the-Shelf Capability

Rigorous Project Governance & Scope Control

Keep implementation

on-time, on-budget

Deliver the right solution

Deliver a solution that is

embraced by the

business and effectively

supported by IT

Manage effectively

Change Management

and Training

Ensure efficient and

effective transfer of

knowledge

External Dependency Management

Data Readiness10101

01010

10010

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Ensuring Success of an ADMS: Key Points

Right Team

Right

TeamRight

Experience

Cost

Effective

Strategic

Partnership

• Reduced Risk

• Smoother

Implementation

• More Synergies

realized

Benefits to …:

• Industry Expertise

• Right Team and

Technology Experience

• Cost Effective Approach &

Solution

• Long-term Vendor as a

Strategic Partner

• Define all players’

Governance

• Clear Program

Management Structure

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Questions?