“SG-Systems” (Smart Grid – Operational Applications Integration) “Boot Camp” Overview

1. “SG-Systems”(Smart Grid – Operational Applications Integration)“Boot Camp” Overview Brent Hodges, Chair, SG-Systems Greg Robinson, Co-Chair, SG-Systems

2. Session 1 Agenda • Welcome & introductions • Agenda review & update • Results/comments/concerns from boot camp • “Inquiring minds want to know…” • NIST, IEC, SEP 2.0, SAE, Unite, USB, EISA, etc. • IEC 61968-1 Interface Reference Model Update Overview (Shawn) • SG-Systems Roadmap review and update – identify member needs not currently addressed (Greg) • Additional thoughts (not covered during plenary) by task force leads • General discussion, questions and answers

3. NIST EPRI, MultiSpeak SG-Systems WG Process Overview HomePlug & ZigBee SE 2.0 IEC TC57 WG14, OASIS, IEEE Other SDOs Use Cases From SCE and others Task Forces Business-Oriented, Common Format Use Cases Based on SRS Reference Model System Requirements (SRS) Team Use Case Team SG-Security WG Service Definitions Team • Integration Requirements • Patterns • Sequence Diagram • Services • WSDL • Recommendations to IEC TC57 WG14: • Proposed CIM Extensions • Message Schemas Updates • Requirements Updates • Recommendations to other SDOs SG-Conformity Working Group

4. Organizational Structure About to Vote Collaboration With NAESB, IEC & OASIS Collaboration With NAESB, IEC & OASIS Collaboration With SEP 2.0 & IEC

5. Session 2 Agenda New EIM Task Force Organizational Meeting Overview of EIM Roundtable to hear about experiences and expectations of members Form strategy that will help members to mitigate risk and lower costs for their companies Establish key points for charter Develop milestones Subsequent meeting(s) possible on Wednesday if members are available 8:00 - 10:00am

6. Requires Integration – LOTS of integration Onslaught of new applications and technologies AMI, MDMS, HAN, DR, ADE, etc. In a complex IT environment A plethora of changing technologies with disparate methodologies/philosophies over many years Many custom systems, legacy technologies Departmental objectives tend to encourage “silos” Project funding gives priority to project-focused implementations Without fitting into an enterprise context Aging / outsourced systems and IT workforce Historically, extremely low R&D expenditures Smart Grid Challenges…

7. It’s More Than Just Technical Matters Driving Forces Restraining Forces • Lack of stable industry standard definitions • Vendor’s way = lower project costs • Vendors pushing for ‘proprietary lock-in’ • Consultants pushing to be ‘thought leaders’ • Hours-sold revenue driving System Integrators • Internal system experts want to remain experts • Project managers striving for control • Inertia – why change? • Our situation’s unique – standards hinder us • Consistent enterprise-wide data • One version of the truth • Access to data regardless of source • Business transformation agility • Reduced project implementation costs • Reduced maintenance costs • Reduced IT risks • Availability of external services • Scalable business process automation • Scalable business activity monitoring • Accurate reporting – regulatory, KPIs • Mergers and acquisitions Status Quo For further information, please refer to the article on page 56 of the January issue of Utility T&D Automation & Engineering: http://www.uae-digital.com/uae/200801/

8. Defining EIM (Gartner) Enterprise Information Management (EIM) is: • An organizational commitment to structure, secure and improve the accuracy and integrity of information assets, • to solve semantic inconsistencies across all boundaries, • and support the technical, operational and business objectives within the organization's enterprise architecture strategy. • A commitment to EIM is recognition that information in the enterprise is as important as process (application development) and infrastructure (technology)

9. Enterprise Vision & Strategy Enterprise Architecture Enterprise Business & IT Core Processes Enterprise Business & IT Organizations Enterprise Infrastructure EIM Vision & Strategy EIM Governance EIM Core Processes EIM Organization EIM Infrastructure Data Quality Vision Sponsorship CSFs & KPIs Information Architecture Blueprint Management Data Integrity Mission Data Security & Protection Structure (Virtual, Hybrid……) Stewardship Technologies (DBMS, Content Mgmt, ETL, EAI, EII, Data Modeling, BI/DW, Collaboration…..) Data Lifecycle Management Strategy Roles & Responsibilities Policies, Principles & Tenets Data Movement Semantics Management Goals & Objectives Functional Services Alignment Database Management Knowledgebase and Repositories Master Data Management Value Propositions Business Value and Relationship Management Structure Information Services Standards & Best Practices Services & Support Overall EIM Framework

15. Summary Points The Smart Grid is about Smart Data Too many moving parts & too much investment at risk - to go on doing “more of the same” IT practices Smart Data Requires: Planned Enterprise Information Management (EIM) Based on an architecture with strong interfaces Makes practical use of industry standards Decouples projects Architecture for incremental deployment over many years Master Plan implemented in phases Each increment must fit cohesively with previously installed components Getting help by leveraging effective user organizations Lowers costs and mitigates risks for nominal cost … and here we are!

16. Session 2 Agenda New EIM Task Force Organizational Meeting Overview of EIM Roundtable to hear about experiences and expectations of members Form strategy that will help members to mitigate risk and lower costs for their companies Establish key points for charter Develop milestones