Autodesk® Utility Design (AUD): Workflow and ERP
Optimization at Southern California Edison
Debra Brooks
Project Manager
Jennifer Ryan
Technical Specialist
© 2011 Autodesk
Class Summary
In this class, you will learn about SCE’s:




Vision and approach used to unify design processes for Distribution and
Transmission using AUD
Ability to realize the benefits of an IPSEC based work order lifecycle
Use of AUD to enable standardization in the design and engineering processes
Technical integration of work management applications
© 2011 Autodesk
Learning Objectives
At the end of this class, you will:

See how AUD can fit into an integrated suite of work management tools
 Understand SCE’s solution to many workflow challenges faced in the design
process
 Apply lessons learned from SCE's AUD & ERP implementation
© 2011 Autodesk
125 Years of Edison

Video
© 2011 Autodesk
Southern California Edison
One of the Largest U.S. Electric Utilities
 180 cities in 50,000 square-miles of service territory
 Nearly 14 Million People Served
 Renewable energy Met 19.4% of our Customers’
Energy Needs in 2010
 3,000,000+ smart meters installed as of September
2011
Delivering Service Takes
 16 utility interconnections
 4,990 transmission and distribution circuits
 365 transmission and distribution crews
 Over 15,500 TDBU employees
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Vision and Approach
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Context: Business Drivers for ERP
Old Systems
EIX Capital Projects
New Systems
Smart Connect
Customer Expectations
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ERP Guiding Principles: 2004

To facilitate incremental delivery of functionality, reduce productivity dips, consistency of
implementation, and preserving the objectives of the overall plan – a set of guiding principles
were developed including:

Work will be centrally initiated for all of TDBU

Access to Tabular and Graphical Designs will be provided through Design Manager for all
Transmission and Distribution users, and Tabular Designs for Substation users

A standard set of Compatible Units will be developed for all of TDBU

Work will be designed Graphically in AUD product for Sub-Transmission, Distribution and
Substation work, wherever possible using Compatible Units
 Work will be scheduled for all TDBU through a central scheduling tool – ClickSoft
 Forecast function will be performed to allow for capacity planning and resource leveling
 Units of Work will be utilized for scheduling all work

These guiding principles were then embedded into a strategic framework called “Day in The
Life” end state vision
© 2011 Autodesk
The IPSEC Work Process
Within Work Management, IPSEC is a shorthand way of describing the phases of work the
EAM Team is enabling with SAP and the ‘Bolt On’ applications:
2. Plan refers to actions
taken to establish
accounting, identify
resources and develop work
instructions.
3. Schedule refers to
actions taken to commit
resources required to
perform work.
4. Execute refers to
actions taken to perform
work and report
completion.
1. Initiate/Identify refers to
actions taken to document the
need to perform work.
5. Close refers to actions taken to update
status, asset and equipment records.
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Achieving the vision – Fit-Gap Analysis: 2005
ERP-Best of Breed Fit-Gap Summary
SAP
SAP +
Bolt-Ons
BOB Only
Fit
Fit
Fit
Initiate, Plan, & Design
4
4
4
Scheduling and
Dispatch
3
4
3
Perform & Close
3
3
4
4
3
3
Key capabilities
Summary
Major Gaps
1) Limited Optimization
2) Not suitable for short duration work
3) No Dispatching
4) Inability to generate forecast
5) No dynamic rescheduling
6) No graphical designs capability
7) No GIS capability
8) Cannot perform complex pricing calculations
9) Lack sufficient Integrated Mobile Capabilities
Recommended Bolt-Ons
•
•
•
•
Recommendation
Implement SAP, and Bolt-on: Scheduling, Dispatch, Design Manager,
GIS, Graphical Design Tools, and Integrated Mobile Applications
No Major Gaps
4 = Meets
3 = Partially Meets
2 = Somewhat Meets
1 = Does Not Meet
1) Work progress view not complete
2) Need a work generation engine
3) Difficult to find all functionality in
one solution
4) Cannot perform complex pricing
calculations
5) GIS
6) Limited Integrated Mobile
Capabilities
Scheduling Tool
Design Manager and Graphical Design Tools
Geographic Information System (GIS)
Integrated Mobile Applications
© 2011 Autodesk
End State Vision – System & Process Alignment: 2006
Internal / External Customers
eMobile
SAP
CSS
SCE’s
DM
Integrated
Design
Process
SCE’s
DM
Order
Design
AUD
GIS
SAP
Optimized
Mobile
Scheduling
Ruggedized Close &
Software
Notebooks Feedback
Click
Soft
CU
Plan
SAP
CMS
S A P
Initiate
eMobile
Schedule
Execute
Close
In-Flight
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Architecture: Major Interfaces
NetComm Radio Equipment
Bolt-On Systems
Total of 16
Different
(non-SAP)
Systems
Customer Service
CSS
NCMM
(Telecomm)
(Customer Service
System)
Scheduling Optimization,
Forecasting & Planning
Mobile Solution
ClickSoft
eMobile (Field
Tools)
SAP Functionality @ SCE
Project
Systems
Work
Mgmt
SCE Design
Manager
Finance
Payroll /
HR
Portal
Materials
Mgmt
Supplier,
Services
Mgmt
Reporting
BI
Outage Management
OMS
(Outage Management
System)
DM
AUD
Graphical Design
POWER
PLANT
(Finance)
Fixed Asset Accounting
GESW
Circuit Mapping
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SCEs Compatible Unit Workflow
CU
Masterdata
Graphical
Design
SCE’s DM
COSTING &
PRICING
Attributes
GDT Collected
CU Attributes
• Operation
•Schedulable UOW
•Work Center
•LOE
•Action
(Install / Remove)
•Components
•Need Date
• Responsible Party (SCE/ Customer)
• Performing Party (SCE / SCE
Contractor / Customer Contractor)
• Use (T/S/D/Svc)
• Exceptions
Attributes
CUs
Click
Operation Attributes
Work Order Operation Attributes
• Skill set aggregation
• Summary Operation
• LOE (level of effort)
•Work Center
•LOE
•Action
(Install / Remove)
• Components
CU Design Attributes
Attributes
PowerPlant
• CU Characteristics
• Asset Record Creation
• Material CPR Account
Costing & Pricing
CU Attributes
• Operation
•LOE
•Action
(Install / Remove)
•Components
•Need Date
• Responsible Party (SCE/ Customer)
• Performing Party (SCE / SCE
Contractor / Customer Contractor)
• Use (T/S/D/Svc)
• Exceptions
Planned CUs
SAP
Attributes
Accounting Attributes
• CPR Account
• Quantity / Estimate
Translation
Summary
Operations
Schedulable
Operations
Ops
© 2011 Autodesk
AUD Project Timeline: 2007 - 2012
April 2007:
Contract Awarded
to Autodesk
2007
April – Sept 2007:
Requirements
Gathering
Oct 2007 –
Nov 2010:
Development
2008
Jan 2009:
Deployment to
Distribution
2009
Sep 2008 – Dec 2010:
Testing
Nov 2010:
2012 and beyond:
Deployment to
Transmission
Continuous
Improvements
2010
May 2010:
Integration with
SAP
2011
2012
June - Dec 2011:
Development and
Implementation of
U.I. Project
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IPSEC Integrated Workflow
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SCE Design Manager Project Information
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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AUD Project Information
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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AUD Landbase
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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AUD Material Ordering/Upload
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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SCE Design Manager Costing
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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Design Data – Operations published to SAP
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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SAP PM Order – Material Reservations
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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ClickSoft - Scheduling
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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SAP - Compatible Unit Design
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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SAP CU Design – Technical Object
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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SAP Asset Record Creation
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
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SAP – PowerPlant - Fixed Asset Accounting
Pole, Douglas Fir
Switch Capacitor
Guy Wires
for Support
Street Light
Telephone Lines
& Sealing Box
Climbing Spikes
Initiate
DM, SAP, CSS
Plan
DM, AUD
Schedule
Click
Execute
Field Work
Close
SAP & PowerPlant
© 2011 Autodesk
Lessons Learned

What Worked Well:

Phased implementation of technology to minimize impact to users
 Performance considerations and testing as part of project scope
 Stakeholder Engagement – Business Advisors and Super User SME Networks

Opportunities for Improvement:

Managing Utilization Expectations
 AUD requirement definition was too large, resulting in vague and missing requirements
 Project resources were not sufficient to support scope (especially Transmission)
 Ensuring the system test environment is a true replica of production

Key Challenges:



Integrating and aligning multiple project lifecycles
Large Drawing formats and system performance
Base drafting experience of user community
© 2011 Autodesk
Questions?
© 2011 Autodesk
Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and
services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved.
© 2011 Autodesk