Case Study: Exelon's Innovative CA PPM Upgrade Yields Valuable Outcomes for Its Utilities

World®’16

CaseStudy:Exelon’sInnovativeCAPPMUpgradeYieldsValuableOutcomesforItsUtilitiesJosephCook- PrincipalProjectManager- ExelonMatthewKu- SeniorManager- Deloitte

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AGILEMANAGEMENT

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Abstract

Facingagrowingbusinesslandscapethatwouldimpactdataandsolutionrequirements,the

ExelonteamtooktheopportunitytoupgradetheirCAPPMsolution.Withagoalofimproving

responsetimesandsettingupExelon’sWorkPlanningandTracking(WPT)platformtotakeon

additionalutilities,theteamtookasystematicapproachtotheirupgradedesignedtosupport

Exelon’sapplicationrationalizationstrategy.JointhissessiontohearhowExelonmigratedtothe

latestversionofCAPPM,whileoffloadinglargeamountsoflegacydatatoanintegrated

reportingstructure.Inaddition,theteamwilldiscusstheirannualprocesstoarchiveCAPPM

data,whilestillsupportingpotentialmovestonewerversionsofCAPPM,aswellashowthe

updatedCAPPMsolutionnowprovidesaworkplanningandtrackingplatformthatcouldbe

usedforallExelonutilities.

JosephCookExelonBusinessServicesPrincipalProjectManager

MattKuDeloitteSeniorManager


Agenda

WHOISEXELON?

WPTBACKGROUND

OUTCOMES

CASEFORCHANGEANDEXPECTEDBENEFITS

ARCHIVESOLUTION

IMPLEMENTATIONTIMELINE

1

2

3

4

5

6


WhoisExelon?

§ Fortune100Companythatworksineachstageoftheenergybusiness

§ Exelon’ssixutilitiesdeliverelectricityandnaturalgastoapproximately10millioncustomersinDelaware,DC,Illinois,Maryland,NewJersey,andPennsylvania

§ ExelonoriginallyimplementedCAPPMv12.0in2009

§ PowerGeneration§ CompetitiveEnergySales

§ Transmission§ Delivery


WPTBackground

§ TheWorkPlanningandTracking(WPT)solutionwasinitiallyimplementedin2009

§ PrimarytoolusedatComEd andPECOoperationstoconductthefollowingactivities:– Financialbudgetingandforecasting

– Capitalprojectauthorization

– Costallocation

§ WPTiscomprisedofmultipletechnologies– CAProject&PortfolioManagement(CAPPM)

– HyperionInteractiveReporting

– J2EESolutions

§ FinancialManagementTool

§ InterfacesusingDXOG

EGET

Exelon Network

Clarity Application

The Gateway Database

Clarity Database

The Gateway

Clarity XML Open Gateway (XOG)

Portfolio (Planning Cycle)

Program (ITN)

Project (EPS)

Project Request Form – PRF

Allocation Percents

Staffing Plan PTO (by Category)

Staffing Plan PTO

Staffing Plan FTE

Staffing Complement

Supply Side Dollar Targets (Un-

inflated)

Supply Side Dollar Targets (Inflated)

Risk Scoring Matrix

Project Status

Account Map - Expense

Initiative Mapping

Initiative

Forecast Confirmation

Financial Plan Administration

EPS Association

Employee Count

Benefits Tracking

AIS Results

Account

Current Rate Matrices

Administration

Account Mapping Administration

Department and Account Type Combination

Asset Map Capital

Cost Plan

Group By:Dept/Account Type Lookup

Sub Group By:Role

Task(Work Order Task)

Account Type(Charge Code)

Department Object

Dept/Account Type Lookup

(Attribute)

Change Request

Rate Matrix

Risk

Role AssignmentRole Mapping Administration

(ETL/PV)

Transaction

Legend

Stock Clarity Object

Custom Clarity Object

WPT Solution Diagram (Current State)

1

2

3

4

5

6

Account Splits Definition

The BackGate / Gatehouse Database

The Gatehouse

EPM ProjectView ETL

EPM Database ProjectView Database Enterprise Time & Labor Database AIS Database PBF Database

Department. Master Data

EPS Actual Project Dollars

EPS Project Data

Non Ops/BSC Cost

ITN Budgets & Forecasts

ITN Prioritization Scores for PECO

3

Secure VPN

Secure VPN

HTTPS

Secure VPN

Risk and Opportunities

Business Initiative

Financial Monthly

Snapshot

Comparison of Directs to Targets

Finance Comp. for Quality

Checks

LRP Reconciliation

EPS Project Attributes Detail


ITN Account Type Splits

Demand Dollar Variance

Demand Headcount Variance

Supply Dollar Variance

ProgramRoll-Up

Portfolio Roll-Up

LE ReviewITN Roll-Up

Portlets

5

5

5

5

5

5

Aging EPS Project AIS Report

Staffing Targets

AIS

Project Authorization

Request (PAR)

PAR Requested

Authorization

Conversions

Artemis 7

Artemis 7 Database

FTPS

CA Productivity Accelerator

CAPA Database

Plateau - Learning Management System

Establish Business Plan Course

Create Supply Side Plan Course

Build Demand Side Plan Course

Prioritize and Balance Course

Execute Work Course

Monitor, Control, and Update Course

Close Work Course

Checkbook Package

Checkbook Detail

7

Clarity Help

Clarity Navigation Help File

Portfolio Management

Help File

Project Management

Help File

Financial Management

Help File

Process Management

Help File

FTP

Supply Headcount Variance

ITN Rate Matrix Roles Subaccount

ITN HeadcountResourcesPV RolesCost Plans

Account Rollup Attachments EPS Project ETL Roles

PBF

Child ITN Association

Time Reporting Code

EPS Project Account Splits

Subaccount Transaction

Override

PTO Availability

Productivity Factor

Labor Burden Cost

Inflation

Available FTEs by Category

AFUDC Debt and Equity

Supply Side Target

Labor

Product/System Mapping

Administration

Security ObjectUser Interface

#

Data LinkManual

FMT

4

Supply Side Plan

5

Checkbook / Offsets

7

Allocation Engine

6

Account Type Details

ProjectView Task Entity Association

PTO Allocation

PTO Allocation Mapping

Resource

The BackGate

Financial Mgmt. Tool (FMT) Supply Side Plan Allocation Engine Checkbook/

Offsets4 6 75

Hyperion System 9

PRC LogReport

Demand by Department

No Surprises

Project Status ReportPRF Form

ITN Re-Authorization

EPS Project Cost

PAR Form

Checkbook Report with

Offsets

P&CM Monthly Forecast

Annual Project Queue

Cost of Labor Work

5-Year Supply Target Comp.

Work Order Tasks

Value Type Comparison

Supply Data by Department

Resource Loading Supply

vs. Demand Headcount

Forecast Summary Report

SQL

Planned FTEs & Schedule1 Actual Hours2

JSS

Executive Category Owners

Investment Category Owners

Current Portfolios

True Up Department Association

Custom Jobs

PBF In-Service Date


LoaderSQL

FS

7

8

4

9 5

6

8

8 8

7


CaseforChangeandExpectedBenefits

1

2

3

4

GrowingDataVolumes

IncreasedProcessingTimes

MigratetoAdditionalUtilities

Version12OutofSupport

Keeponlythreeyearsofhistoricaltransactionaldata

ReduceBatchProcessingtimesto

meetSLAs

AccommodatetwoadditionalExelonutilities Upgradetothe

latestversionofCAPPM


ArchiveSolution


Implementation(Timeline)2015 2016

A S O N D J F M A M JProject StartUp

InfrastructureSetup

FunctionalDesign

Development

Testing

Unit

SIT

UAT

ChangeManagement

ChangeAnalysis

Training Plan

Training Execution

Deployment

Planning

MockDeployment

Go-Live

Development Test Production

Go-Live


Outcomes

ImprovedRunTimeofJobs• Improvedreportruntimesby60%• ImprovedofCAPPMandFMTrun

timesby40%

ReductionofTransactionalData• Achieveda60%decreaseintheamountof

transactionaldatainCAPPM14• Significantlyreducedthenumberof

detailedcostplanitemsintheWPTsystem

ImplementationofArchivalDatabase• Datawarehouseallowedforfasterreportingon

archiveddata• DailyarchivalofDataallowsforreductionof

transactionaldata

UpgradeOutofSupportRelease• Exelonwasabletoupgradetothelatest

supportedversionofCAPPM

ImprovedUIFunctionalities• Usersenjoyeduserinterfaceupgrades

includingnavigationandtypeahead

IncreasedStandardization• Reductionincustomizationdueto

multiplebudgetingdimensions• Implementedanannualplantoarchive

andmigratetostayonasupportedversionofCAPPM

ImprovedSystemPerformance FunctionalityEnhancements


Questions?


JosephCookPrincipalProjectManagerExelonBusinessServicesjosephp.cook1@exeloncorp.com

[email protected]

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Thankyou.


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Case Study: Exelon's Innovative CA PPM Upgrade Yields Valuable Outcomes for Its Utilities

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