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Integrating work flows of five utilities utilizing Oracle’s WAM

Integrating work flows of five utilities utilizing Oracle’s WAM. John Lucas , VP, Information Technology, Citizens Energy Group jlucas@citizensenergygroup.com Paul Dicken , Director, Water Distribution, Citizens Energy Group pdicken@citizensenergygroup.com. Our Vision

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Integrating work flows of five utilities utilizing Oracle’s WAM

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  1. Integrating work flows of five utilitiesutilizing Oracle’s WAM John Lucas, VP, Information Technology, Citizens Energy Group jlucas@citizensenergygroup.com Paul Dicken, Director, Water Distribution, Citizens Energy Group pdicken@citizensenergygroup.com

  2. Our Vision We will fulfill the promise of the Trust to serve our customers and communities with unparalleled excellence and integrity. Our Values Quality – Teamwork – Safety – Diversity – Integrity Our Mission Citizens Public Trust has served the community 127 years; 400,000 retail customers, 1,100 employees Water Wastewater Thermal (Steam and Chilled Water) Natural Gas Other energy related businesses

  3. John Lucas Citizens VP of IT, Officer VP/CIO of Major Corporations since 2000 Integrated / delivered major system implementations Partner of the Business Paul Dicken Director of Water Distribution 20 years of Operations Experience Regulatory Compliance O & M and Capital Responsibilities Who we are

  4. Why we are Implementing WAM • Single System for all of Citizens Assets • Data Elements • Support Analysis • Single System to View/Access Activities • Forecasting • Reporting • Standardize Work Processes • Automating Field Data Capture • Completion of Work Orders

  5. Why we are Implementing WAM • Manage Assets and Life Cycles • Conditions and Failure Codes • Operational Performance • Optimize Office and Field Personnel • Planning/Scheduling of Resources • Performance Metrics • Improve Customer Satisfaction

  6. Implementing Enterprise Asset Management and Work Management Systems • Establish a Business Case, and Get Approval • Utilize Industry and WAM knowledgeable Integrator • Architect for the Future, and implement in manageable chunks • Establish an Enterprise Asset Hierarchy • Integrate with Business Systems to get “best” information for the Operating Unit • Time and Attendance • Inventory • Financials • GIS • PragmaCAD • Test, Test, Train, Train, Train,….

  7. Establish a Business Case • Work with the Operating units to determine the value of implementing WAM, and a standard set of procedures/common systems • Establish an initial effort to build detailed requirements, architecture, and integration requirements • Estimate effort, both IT, Partner, and business users • Double it! We always think it will be easier than it is… • Phase in the implementation to mitigate risk and improve chance of success

  8. Strategy to Meet Customer Needs • Organizational Decision Making • Territory Alignment • Order Distribution • Detailed Work Management • Multiple Assets in the Field • Forecasting and Budgeting • Dollars to Assets • Reporting Capabilities • Improve Customer Satisfaction

  9. Integrated Solutions to Meet Needs • Automation • Enable Intelligent Network • Device Deployment • Construction and Maintenance Management • When To Repair vs. Replace • Cost Control • More Projects Than Budget • Reduce or Defer Capital Spend • Improve Customer Satisfaction

  10. We All Have Needs !!! • Plant Operations • Network Operations • Supply Chain • Engineering • Finance • Customer Service

  11. Features Highlighted • Two-way GIS Integration • Multiple Searches • Work Order, Service Request and PM Information • Follow the Trail • Historical Data • WOW! That many repairs? • Improve Employee and Customer Satisfaction

  12. Utilize Industry Integrator • We know how we do our business, and how to keep systems running, but build new ones? • Choose one who understands Utilities and WAM • Always ask if there is a “better” way, not just how we do it. • Give them the chance to contribute as “part of the team” • Keep them engaged when the implementation gets tough, IT WILL

  13. Architecture

  14. Design a Asset Hierarchy • True value over time on failure analysis requires a common asset hierarchy • Brings the operating users closer to common procedures/work orders • Reduces overall complexity and costs • IT IS TOUGH to get everyone to “agree”

  15. Integrate, Integrate, Integrate • What we integrated to: • EBS • Time and Attendance • Project • Supply Chain • Stores • Financials • GIS – ERSI • Truly integrate data and asset IID’s • PragmaCAD • Real time scheduling of field force • Consistent in-Truck systems

  16. Q/A

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