“SG-Systems”
(Smart Grid – Operational Applications Integration)
“Boot Camp” Overview
Brent Hodges,
Chair, SG-Systems
Greg Robinson,
Co-Chair, SG-Systems
Session 1 Agenda
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Welcome & introductions
Agenda review & update
Results/comments/concerns from boot camp
“Inquiring minds want to know…”
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IEC 61968-1 Interface Reference Model Update
Overview (Shawn)
SG-Systems Roadmap review and update – identify
member needs not currently addressed (Greg)
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NIST, IEC, SEP 2.0, SAE, Unite, USB, EISA, etc.
Additional thoughts (not covered during plenary) by task force
leads
General discussion, questions and answers
SG-Systems WG Process Overview
Use Cases
From SCE
and others
HomePlug
& ZigBee
SE 2.0
IEC TC57 WG14,
OASIS, IEEE
Other SDOs
NIST
EPRI,
MultiSpeak
Task Forces
System Requirements
(SRS) Team
Use Case
Team
SG-Security
WG
Service Definitions
Team
Recommendations to IEC
TC57 WG14:
•Proposed CIM Extensions
•Message Schemas Updates
•Requirements Updates
Recommendations to other
SDOs
SG-Conformity
Working Group
Business-Oriented,
Common Format
Use Cases Based on
SRS Reference Model
•Integration Requirements
•Patterns
•Sequence Diagram
•Services
•WSDL
Organizational Structure
SG-Systems WG
Chair: Brent Hodges
Co Chair: Greg Robinson
AMI-Ent TF
OpenADE TF
OpenADR TF
OpenHAN TF
Chair: Mark Ortiz
Co-Chair: Greg Robinson
Chair: Dave Mollerstuen
Co-Chair: Steve Van Ausdall
Chair: Albert Chiu
Co-Chair: Ed Koch
Chair: Erich Gunther
Co-Chair: Mary Zientara
Use Case Team
Chair: Kay Stefferud
SRS Team
About to Vote
Chair: Joe Zhou
Service Definitions Team
Chair: Jerry Gray
Co-Chair: Shawn Hu
EIM
Chair: Greg Robinson
Co-Chair:
SG Security WG
SG Conformity WG
Collaboration
With NAESB, IEC
& OASIS
Collaboration
With NAESB, IEC
& OASIS
Collaboration
With SEP 2.0
& IEC
Session 2 Agenda
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New EIM Task Force Organizational Meeting
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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
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8:00 - 10:00am
Smart Grid Challenges…
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Requires Integration – LOTS of integration
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Onslaught of new applications and technologies
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AMI, MDMS, HAN, DR, ADE, etc.
In a complex IT environment
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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
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Without fitting into an enterprise context
Aging / outsourced systems and IT workforce
Historically, extremely low R&D expenditures
It’s More Than Just Technical Matters
Driving Forces
Restraining Forces
Consistent enterprise-wide data
1.
Lack of stable industry standard definitions
2.
One version of the truth
2.
Vendor’s way = lower project costs
3.
Access to data regardless of source
3.
Vendors pushing for ‘proprietary lock-in’
4.
Business transformation agility
4.
Consultants pushing to be ‘thought leaders’
5.
Reduced project implementation costs
5.
Hours-sold revenue driving System Integrators
6.
Reduced maintenance costs
6.
Internal system experts want to remain experts
7.
Reduced IT risks
7.
Project managers striving for control
8.
Availability of external services
8.
Inertia – why change?
9.
Scalable business process automation
9.
Our situation’s unique – standards hinder us
Status Quo
1.
10. Scalable business activity monitoring
11. Accurate reporting – regulatory, KPIs
12. Mergers and acquisitions
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/
Defining EIM (Gartner)
Enterprise Information Management (EIM) is:
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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)
Overall EIM Framework
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
Data Integrity
Mission
Stewardship
Data Security &
Protection
Data Lifecycle
Management
Strategy
Goals &
Objectives
Value
Propositions
Policies,
Principles &
Tenets
Data Movement
Alignment
Database
Management
Roles &
Responsibilities
Semantics
Management
Master Data
Management
Structure
Structure
(Virtual,
Hybrid……)
Information
Services
Services & Support
Functional
Services
Business Value
and Relationship
Management
Information
Architecture
Blueprint
Management
Technologies
(DBMS, Content
Mgmt, ETL, EAI,
EII, Data
Modeling, BI/DW,
Collaboration…..)
Knowledgebase
and Repositories
Standards & Best
Practices
EIM Vision & Strategy
This is a statement of what EIM is and what value it shall bring to the enterprise.
Vision
Mission
This is a statement of why and how EIM program will bring value to the enterprise and
help achieve the EIM vision.
The strategy to be executed to achieve the EIM vision and mission.
Strategy
Goals &
Objectives
Value
Propositions
Specific goals and objectives that the EIM strategy and program would like to achieve in
accordance with the vision and mission.
Specific business and technology value (tangible and intangible, strategy and tactical)
that the EIM strategy and program would provide, as well as specific metrics including
ROI associated with EIM.
EIM Governance
Sponsorship
This establishes the business and IT executive sponsorships that are required to ensure
proper support, buy-in, and success of EIM program. Includes steering committee with
members from business and IT and specified decision making roles and responsibilities.
Stewardship
This establishes the data and information ownership (stewardship) structure, policies and
procedures, and relationships to organization functional and process roles and
responsibilities.
Policies,
Principles &
Tenets
Alignment
Reference Model
This provides the essential policies, principles and tenets for what EIM is and how EIM
will be conducted and enforced with business/IT functions and programs.
This provides the structure, relationship, and policies and procedures necessary to align
EIM vision and strategy with business vision and strategy as well as enterprise
architecture goals and objectives. Alignment with major programs is a critical part of this
component.
This provides the overall governance reference model of the EIM program, and includes
the reference architecture model showing the key components of EIM capabilities and
services, which provides the foundation for alignment analysis and recommendations.
EIM Core Processes
Data Quality
Processes to identify, analyze, improve, and measure the data quality issues and
improvement efforts.
Data Integrity
Processes to identify, analyze, improve, and measure the data integrity issues and
improvement efforts.
Data Security/ Protection
Data Lifecycle Management
Data Movement
Processes to ensure corporate data and information is secure and protected, and managed
according to the corporate policies and regulatory mandates.
Processes to govern how to create, classify, update, use, distribute, and archive, and obsolete
data and information, for new projects as well as ongoing maintenance.
Processes to identify and guide how data should be managed when they are moved around
the enterprise and Line of Business systems, applications, and data files.
Semantic Management
(Definitions, metadata,
Models……)
Processes to establish, manage, and use the business and IT semantics (that is business
terms and definitions, metadata management, enterprise semantic models management,
semantic integration etc. )
Database Management
Processes to manage the physical corporate databases and data files.
Master Data Management
Processes to manage the creation, maintenance, distribution, and usage of corporate master
and/or reference data entities to support business processes and business transactions with
the objectives of improving data quality and integrity, improving data and information
accuracy, and reducing process inefficiencies.
Information Services
Processes to establish, maintain, and use actual data and aggregation services in the form of
reusable software components for business systems and processes to share and leverage
data and information across both transactional and analytical needs.
Services & Support
Management
Processes for the EIM program and/or organization to provide functional services and support
to the rest of enterprise IT and business organizations and projects.
EIM Organization
CSFs & KPIs
Critical Success Factors and Key Performance Indicators to be established for the
EIM organization or program to be measured.
Structure
(Virtual,
Hybrid……)
The EIM organizational structure internally and externally, with focus on not only
how it is organized internally but also how it interacts with external stakeholders and
users of EIM services.
Roles &
Responsibilities
Roles and responsibilities of every position within the organization.
Functional
Services
A list of functional services and core competencies relative to the EIM core
processes that this organization would provide internally and externally. Alignment
and reference to other IT services will be defined as well.
Business Value
and Relationship
Management
How will the EIM organization manage the relationship with business and IT to
ensure that business value is delivered and measured in accordance with the CSFs
and KPIs established?
EIM Infrastructure
Information
Architecture Blueprint
Management
Technologies
(DBMS, Content Mgmt,
ETL, EAI, EII, Data
Modeling, BI/DW,
Collaboration, ……)
Knowledgebase and
Repositories
Standards & Best
Practices
This is to establish and maintain the enterprise information architecture blue
print to ensure its viability and relevance to Enterprise Architecture and the rest
of the IT core competencies.
A portfolio of technologies required to provide the basic and advanced EIM
services.
A knowledgebase of EIM best practices, methodologies, architecture patterns,
design models, implementation guidelines, IT lifecycle management related to
data/information, etc. And repository of metadata and enterprise semantic
models.
Standards and best practices that EIM program adopts or develops to ensure
efficient and effective services of EIM functions.
Summary Points
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The Smart Grid is about Smart Data
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Too many moving parts & too much investment at risk - to go on doing
“more of the same” IT practices
Smart Data Requires:
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Planned Enterprise Information Management (EIM)
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Architecture for incremental deployment over many years
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Based on an architecture with strong interfaces
Makes practical use of industry standards
Decouples projects
Master Plan implemented in phases
Each increment must fit cohesively with previously installed components
Getting help by leveraging effective user organizations
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Lowers costs and mitigates risks for nominal cost
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… and here we are!
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