Energy and Utilities
Industry
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Energy and Utilities market forces are creating the need
for an evolution in the energy value chain.
Coal/Natural Gas
Solar
Energy Storage
UTILITY
Hydroelectric
Nuclear
UTILITY
Wind
Coal/Natural Gas
Hydroelectric
Solar
Energy Storage
Nuclear
Wind
Solar
Energy Storage
Plug-in Vehicle
Wind
TRADITIONAL
TRANSFORMED
Consumer
Power Flow
Periodic Information Flow
Continuous Information Flow
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Our approach capitalizes on three foundational
capabilities to deliver end-to-end solutions.
SOLUTION DEVELOPMENT
& DELIVERY
POLICY
THOUGHT
LEADERSHIP
Solution Development
IBM Research
Global IUN
Coalition
Nuclear Power
Advisory Council
Global
IUN
Coalition
Solution Delivery
Partner Ecosystem
GSGF
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
IBM provides leadership in key industry
 Chair, GridWise Alliance (US)
standards organizations
 Chair, Global Smart Grid Federation
4
GSGF
 Chair, GridWise Architecture Council (US)
 Chair Intellect Smart Grids and Smart Metering Group (UK)
 Chair-Elect, Architecture Committee for NIST Smart Grid Interoperability
Panel (US)
 Co-Chair, NERC Reliability Fundamentals Working Group (US &
Canada)
 Co-Chair, Object Management Group (OMG) Smart Energy Working
Group
 Sub-committee Chair, Smart Grid, US Electricity Advisory Committee
 Chair-Elect, IEC 61968 Part 6 standards stream
 Vice Chairman, World Energy Council Interconnectivity Working Group
 Founding Member, Smart Grid Australia and Chair, Policy and
Regulatory Working Group
 Founding Member, Korea Smart Grid Association
 Member, US DOE Electricity Advisory Committee
 Member, UCA® International Users Group including OpenHAN,
OpenAMI, Common Information Model and IEC61850
 Member, OASIS Energy Management Information Exchange and
Energy Interoperation Technical Committees
 Member, DLMS/COSEM Association
 Member, European Association for Interoperability for Smart Homes
and Communities (TAHI)
 Member, IEC Technical Committee 8 on system issues in electric grid
 Member, ISO/IEC JTC 1/SC 25 Working Group 1
 Member, IEC 57 Working Group Groups 8, 13 and 14 on Distribution
© 2010 IBM Corporation
Management
Smart Energy for a Smarter Planet
IBM E&U Solution Centers
Comprehensive Industry Knowledge and Analysis
Solutions Experience Lab
at IBM Austin
 A reference implementation for the E&U
industry based on SAFE, featuring advanced,
leading edge technologies
 Showcase for IBM technology integrated with
key business partners
- Itron
- muNet
- OSIsoft
- Siemens
- Sisco
 Industry standards business processes and
data
 Customized briefings and training
 Proof of Concepts
5
Energy & Utilities Solution Center
at IBM La Gaude
 Demonstration center which showcases
innovative solutions for the E&U Industry
- Advanced Meter Management
- Energy Monitoring with Cognos
- Security
- EAM Maximo
- BI with ILOG
- Intelligent Plant Life Cycle Management
- Knowledge Management with FileNet
- High Performance Computing
 10+ integrated, solution prototypes
 Demonstrations can be projected in live video
anywhere in the world
China Development Lab E&U
Solution Center
Value Proposition
 Key Solution Underpin for E&U engagement
and delivery, acting as ONE team for E&U
bold play in GMU
 Strategic partnership with Key influencer in
IUN / Nuclear / Wind, contribution in EcoSystem building
 Replicable and sustainable solution/asset
with high value for both customer and IBM
 WW contribution to both GBS & SWG E&U
solution/asset portfolio
Business Scope
 Demo center for E&U solutions
 PoC and PoT with engagement team
 Asset and solution harvesting &
enhancement for reuse
 New asset development with key value
 Investment on strategic partnership program
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
IBM’s Energy and Utility Solution Portfolio
addresses a utility’s business and technology needs across the full energy value
chain
Power
Generation
Optimization
(PGO)
Plant Operations
Fleet Optimization
Supply Expansion
Transmission
& Distribution
Operations
Customer
Operations
Transformation
(COT)
Corporate
Support
Services
Mobile Workforce Mgmt
Asset Lifecycle Mgmt
Supply Chain Mgmt
Customer Care
Customer Management
Customer Systems
Human Resources
Accounting
Payroll
Intelligent Utility Network (IUN)
Smart Metering & Beyond
Grid Operations
Electric Vehicles
IUN Communications Networks
IUN Security
Distributed Energy Resources
Physical and Cyber Security
Solution Architecture for Energy& Utilities Framework (SAFE)
Infrastructure
Servers, storage, communications networks and equipment and associated services
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
The IBM SAFE Framework enables integration of information and
processes across the utility company
Solution Architecture for Energy and Utilities Framework
Third-party Access Domain
Utility Business Domain
Regulatory, Risk and Compliance Management
FileNet, Tivoli Compliance, iLog
Plant Operations
Fleet Management
Supply Expansion
Customer Operations
Transmission &
Distribution
Power Generation
Mobile Workforce Management
Asset Lifecycle Management
Supply Chain Management
Asset Lifecycle
Management
Maximo, FileNet
Customer Management
Customer Care
Customer Systems
Human Resources
Accounting
Payroll
Improved Customer Experience
Portal, Lotus Connections, Lotus Expeditor
Intelligent Utility Network (IUN)
Smart Meter & Beyond
Grid Operations
Security
Communications Network
Plug-In vehicle/Distributed Energy Resources
Informed Decision Making
Cognos, SPSS, iLog, Information Mgmt
Portfolio, WebSphere Business Events
Business and infrastructure integration layer (Services Oriented Architecture)
Business Process Automation
WebSphere Process Modeler, Process
Server, ESB, Message Broker
Asset, Device and Service
Monitoring
Netcool, DataPower,
InfoSphere Streams, Cognos Now
Corporate Support
Services
S
e
c
u
r
i
t
y
S
o
l
u
t
i
o
n
s
Tivoli
Security
Solutions,
DataPower,
Rational
Appscan
Communications network domain
Device domain
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Smart Grid Tooling around architecture management
The Approach - Provide a pragmatic, model-driven approach to implementing and enriching Industry Standards
Data Design and Integration
• Logical and physical description
of data based on UML Information
Models
• Supports dimensional modeling
for DW/BI
Technical Design and Implementation
IEC = International Electrotechnical Commission
CIM
= Common Information Model
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Design and Implementation
• Smart Grid Application Integration
•
IEC CIM and IEC 61850
•
EPRI Intelligrid Use Cases
• Smart Grid Data Integration and Analysis
•
IEC CIM and IEC 61850
•
EPRI Intelligrid Use Cases
Application Integration
• Implements SOA artifacts across ESB /
BPM platform
• Implements canonical model
• Provides analysis on the impact of change
• IEC CIM Messaging Implementation
Requirements Management
Technology Strategy and Planning
Energy Business Blueprint
• Smart Grid Strategy and Planning
• Smart Grid Application Portfolio Rationalization
• Corporate Data Model Transformation
•
IEC CIM (IEC 61968/61970)
• Smart Grid Security Architecture
•
NERC CIP 007, NIST 7268
*EPRI IntelliGridSM Use Case Models are stored in Rational RequisitePro
© 2010
Corporation
to demonstrate Integrated Requirements Management with
UseIBM
Cases
Smart Energy for a Smarter Planet
IBM has worked with clients around the world to develop
solutions which transform the energy value chain
DONG Energy
Pacific
Northwest
National
Laboratory
Ontario
Energy Board
DTE
Energy
Hildebrand
EnBW
Ecotricity
npower
MVV/City of Mannheim
ASM Brescia
San Francisco
Public Utilities
Commission
Oncor
Progress Energy
Consumers Energy
Red Electrica
de Espana
Enemalta
Terna
Guangdong
Dapeng LNG
CenterPoint
Austin Energy
Energy
Country
Energy
Energy
Australia
Click on box icons to review individual customer profile.
9
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Typical Customer Use Cases
Using CIM for Smart Grid Transformation
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Overview – Edison SmartConnect System
(cont’d)
3rd Gen Electronic meters:







200A integrated service switch
Home Area Network interface
Energy & Voltage measurement
Outage detection & service status
Theft/tamper detection
Remote firmware upgradability
Robust security
Multi-Tier Telecom Network




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Designed for flexibility & security
2-way narrowband 900MHz RF LAN
Open standard ZigBee 2.4GHz HAN
Cellular based WAN with flexibility
for technology changes
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Model Organization

Use MDSD Model structure for System of
Systems Modeling
–
Enterprise Level
•
•
–
Business Process Level
•
•
–
Shows the enterprise as a “White Box”,
exposing business processes as use cases.
Identifies business workers, collaborating
systems, and system operations.
SoS Level
•
•
–
Shows the SmartConnect System as a
“Black Box”, providing system context
Identifies system use cases and IO_Entities
Systems Level
•
•
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Shows the enterprise as a “Black Box”,
identifying external actors.
Identifies “conceptual’ use cases that express
Concept of Operations
Shows the SmartConnect System as a
“White Box”, exposing the systems within the
SmartConnect System
Identifies intra-system operations and
interfaces
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Model Organization (cont’d)

Use IEC Interface Reference Model for
organizing use cases
– Create packages for business functions
with names from the IEC Standard
• Stereotype packages as <<BizFtn>>
– Create packages for business subfunctions with names from the IEC
Standard
• Stereotype packages as
<<BizSubFtn>>
– Create packages for business activities
with names from use cases
• Create business activity packages
within business sub-function
packages
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Model Organization (cont’d)

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Use Rational Process’s, 4+1 Model structure to
organize individual system models
– Systems decompose into subsystems
– Subsystems contain packages with the
standard UML model views
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Use Case Development


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Use Business Use Cases and Business Processes
developed by business stakeholders as the basis for
developing System Use Cases
Use IEC Generic Use Cases to discover and
describe use cases and actors


Use Business Archetype Patterns and Analysis
Patterns to describe common business activities and
objects
Use UML definitions to identify “include”, “extend”,
“conceptual”, and “alternate” use cases
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Operations Discovery

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Use MDSD
Methodology to identify
system operations

Use Business Archetype Patterns 
and Analysis Patterns to identify
standard business operations
Use IEC Information Exchange
Model to define canonical
messages that invoke system
operations
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Business Object Modeling

Mine IEC Common Information
Model for standard utility business
objects

Use IEC Model Extension
Methodology to define SCE and
SmartConnect unique business
objects

Use Business Archetypes and
Analysis Classes to identify
standard business objects
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Information Modeling

Use IEC Common Information
Model to define standard utility
data items

Use IEC Model Extension
Methodology to define SCE
and SmartConnect unique
data items

Use Business Archetype
Patterns and Analysis Patterns
to define standard business
data items

Use ANSI Standards to define
meter data types
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Requirements Traceability
Use IBM Rational’s
RequisitePro
(ReqPro) as the
repository for all
requirements

–
–
–

Business
Requirements
Business Process
Specifications
System
Requirements
Forward and reverse
requirements tracing
in ReqPro
Requirements traced
to Use Cases in
System Model

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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Document Automation

Doc integration with other
IBM Rational Tools
provides seamless access
to data directly from the
tool's data repositories.
Doc templates are used to
create standardized SCE
documents specified in
the SCE Systems
Development Life Cycle.
Regenerates precise, upto-date documents easily;
preserves additional data
entered directly into the
document.


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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Asset Leveraging – Process Documentation
 Used for authoring,
configuring, and viewing
MDSD method content
and processes.
– Develop method
content and create or
extend processes
– Select applicable RUP
components
 Includes Rational Tool
Mentors
 Includes extensive context
sensitive help
 Published a process
website for access by
team members.
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© 2010 IBM Corporation
Smart Energy for a Smarter Planet
Comprehensive Ecosystem of Industry Business Partners
Integrated, Enterprise-wide Advanced Control Systems
Future Apps
And Services
Distributed Energy
Resources
Grid Operations
Next Generation of Applications
Tendril
Coulomb Technologies
ABB
Siemens
Customer Operations
SAP
ABB
Power Generation
AMI and Meters
Elster
Areva
Oracle
Genesys
Dassault
eMeter
Juniper
Cisco
Brocade
Energy bt Gridpoint
PowerSense
GE
Itron
LAN
Communications
Layer
Consumer Energy Management Systems
Cooper
Nuance
Siemens
Trillian
Better Place
OSIsoft
Aclara
OSIsoft
Landis & Gyr
Sagem
Johnson Controls
Tendril
Control 4
Energy Hub
Philips
Gridpoint
Coulomb Technologies
Better Place
Telvent
Jacada
Areva
SAP
SAP
Silver Spring
FAN/AMI Comms
WAN
ABB
AT&T
Alvarion
HAN / Building Area
Network & eMobility
Sprint
T-Mobile
Verizon
Landis & Gyr
Smart Synch
Trilliant
Network Gateway
Itron
Silver Spring
Sensus
Smart Meter
Power Layer
Generation
Utility
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Transmission
Substation
Distribution
Infrastructure
Source: IBM, GreenTech Media, SmartGridNews, Venture Capital Group, Cleantech VCs
Home/Building
Distributed Generation
and Storage
Consumer
© 2010 IBM Corporation
Smart Energy for a Smarter Planet
How IBM
can help you
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© 2010 IBM Corporation