Energy and UtilitiesDigital Transformation with MicroStrategy 10

Presenter info, location and time information here

Energy and Utilities Solution OverviewDigital Transformation with MicroStrategy 10

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MicroStrategy 10 gives energy and utility companies a platform to digitally transform their businesses.

Energy and Utilities

Health, Safety, and Environment Inspection

Sales and Distribution

Field Service

The Challenge The Solution

Amazing applications

3

Customer Analysis

Production / Generation

Analysis

Call Center Operations

The energy and utilities industry faces a vast number of challenges today. Organizations must navigate price volatility, seek out and replace reserves, run large global operations, and effectively manage risk and changing regulations—all while staying profitable. Aging infrastructure, increasing customer demands, and the emergence of new technologies also contribute to this challenging business environment. To stay relevant, it’s critical for energy and utility companies to harness the power of data to drive performance and efficiency.

MicroStrategy 10 is an integrated platform that energy and utility companies can use to deploy customized, data-driven applications that meet their complex and unique needs. These powerful, secure solutions can help companies automate reporting and streamline processes in order to better manage workforces, customer service, supply chain activities, and regulations, as well as production, generation, and refinement operations. These high-performance applications can easily scale up to meet the needs of every employee across the organization. And with our mobile platform, organizations can build custom, native apps that empower everyone from executives to field operations or service employees with the tools they need to increase productivity and make better business decisions.

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Energy and Utilities ApplicationsApplications for the Digital Transformation of the Energy and Utilities Industry

Leverage analytics to better manage oil, gas, and mineral exploration data related to surveys, exploration wells, and land leases.

Energy and Utilities Application: Exploration

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Leverage geospatial analysis and mapping capabilities to analyze the productivity of current wells and to help determine potential new drilling sites

Compare permeability and porosity properties.

Explore data related to field location, oil family, sample quality, reservoir age, well depth, and more.

• Provide a holistic view of exploration data related to surveys, reservoirs, existing production, and

exploration wells

• Identify various geological profiles of high producing wells

• Compare production predictions to actuals

• Understand exploration lease criteria such as acreage available, terms, and location

• Effectively analyze huge amounts of exploration data to make better business decisions

• Leverage mobile apps to allow survey crews to easily access and log data from remote locations

Optimize production processes by using analytics to better manage assets, maintenance, reserves, demand forecasting, and more.

Energy and Utilities Application: Production / Generation Analysis

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Analyze production performance verses target in order to optimize processes and avoid downtime

Drill into site details to quickly understand the various factors impacting production in order to ensure supply reliability and take advantage of opportunities

Understand the peaks and valleys of production over various time periods

• Leverage big data to provide a comprehensive view of production performance

• Optimize processes and avoid downtime

• Better understand data related to power station utilization, energy mix, net energy gain,

and distributed generation

• Quickly identify factors that are impacting production

• Ensure supply reliability and take advantage of opportunities

• Analyze information from underperforming wells such as well reports, production data, and

geological sources

• Use advanced analytics to better predict production verses demand, energy consumption,

and equipment issues

Mobilize energy and utility operations to dramatically improve business agility, decision-making speed and quality, and workforce and asset productivity.

Energy and Utilities Application: Field Operations

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Document and capture safety violations View workforce performance data

Additional Capabilities:

Log conversations with workers

Analyze and monitor real-time production data related to output, systems, equipment, weather forecasts, and costs

Access information about well availability and service interruptions

Manage energy consumption

• Equip field operations personnel to analyze and monitor real-time energy and production

data

• Drill into data related to output, systems, costs, equipment, building-energy management,

and weather forecasts

• Quickly understand if production is not meeting capacity or target levels

• Identify process bottlenecks and potential solutions

• Allow field operations supervisors to instantly document and capture images of safety

violations

• Provide managers with access to data about field workforce performance and time and

attendance

• Equip field supervisors with the ability to log conversations with their workers in regard to

attendance, safety, and quality of work

• Enable emergency response and communication with field workforce

Demo: Oil and Gas Operations

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Streamline inspection and documentation processes, and improve the communication of health, safety, and environmental issues and trends.

Energy and Utilities Application: Health Safety and Environment Inspection

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Capture and submit photos of incidents or infractions

Submit notes to improve communication

Analyze injury types, severity rate by location, and injury trends over time

Input HSE data from apps while on-site

• Eliminate paperwork and long preparation times

• Ensure that inspectors or site managers are working with live data

• Transactional input forms allow users to capture and submit HSE data directly from

apps while on-site

• Log information related to safety violations, maintenance issues, samples, and

environmental regulatory compliance

• Capture photos of incidents or infractions and submit notes

• Access past HSE history data and content related to training and corporate policies

• Streamline HSE management processes

• Improve safety practices, compliance, preventative maintenance, and workforce

productivity

Minimize delays, reduce inefficiency, and maximize profit margins with real-time insight into the transportation, transmission, and storage of energy.

Energy and Utilities Application: Supply Chain Analysis

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Analyze loss ratios by region to quickly identify and address inefficiencies

Compare transformer capacity to circuit length Compare loss ratio to circuit length

• Receive instant visibility into the end-to-end health and status of your supply chain

• View critical KPIs and threshold-based alerts for fast decision-making

• Quickly identify and address inefficiencies related to energy losses, transportation,

storage, inventory, and costs

• Analyze transmission and distribution network data related to circuit length, transfer

capacity, loss ratios, and location

• Closely monitor fuel transportation, barrel storage capacity, and pipeline performance

to improve operations

• Provide procurement departments and suppliers with a secure, common view of data

related to on-time deliveries, order fulfillment rates, invoice accuracy, and defective

inventory

• Drive supply chain efficiencies, refine demand forecasting, and improve negotiations

Demo: Electrical Energy Transmission and Distribution Network

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Analyze and monitor complex plant operations and get real-time insight into product quality, energy consumption, workforce performance, safety, and more.

Energy and Utilities Application: Refining / Treatment Operations

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Alerts for high-priority issues related to system or equipment malfunctions, quality, and safety

Access finished or refined production information

Analyze chemical and contaminant data

Compare product quality to regulation standards • Provide refineries and treatment plants with a comprehensive view of all their operational data

• Optimize performance, ensure safety, and adhere to regulations

• Analyze huge amounts of data distributed across multiple systems and domains

• Access and analyze data from systems related to process controls, emergency shutdowns,

laboratory information, and asset management

• Help plant workers monitor energy consumption levels, production operations, equipment

maintenance, materials balances, receipts, and shipments

• Use data-driven alerts to bring attention to high-priority issues related to system or equipment

malfunctions, quality, or safety

• Further enhance productivity by empowering workers with apps that provide operational KPIs from

any location, while online or offline

• Workers can use apps to adjust labor and shipment scheduling, document maintenance and safety

issues, access training materials, and even view security camera video feeds

Streamline communication and boost the productivity of sales teams by providing them with instant access to critical systems and information.

Energy and Utilities Application: Sales and Distribution

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Context-aware maps help sales reps determine which account to visit next

Access a full library of rich multimedia content on mobile, including: sales presentations, brochures, and training videos

Get up-to-date insight on product performance, customers, and markets to enable more meaningful discussions

Provide online or offline access to all your important sales information and tools

Transaction-enabled applications allow sales reps to perform administrative tasks from the field

• Provide sales teams with real-time access to sales data and analytics

• Analyze information related to rates, buying patterns, demographics, regulations, regions,

and more

• Make fast, informed recommendations while onsite with customers or prospects

• Access presentations, brochures, and marketing and training videos

• Update account information, create sales quotes, and log meeting activities from anywhere

• Provide a comprehensive view of all sales activities across all distribution channels

Improve productivity with mobile apps that power a smarter, more agile field services workforce.Energy and Utilities Application: Field Service

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In-app communication for field technicians and supervisors

Context-aware maps make it easy to track service calls, technician utilization, outstanding work orders, and service quality

Analyze data related to the quality, productivity, and compliance of technician work. • Use apps to better manage and enable field technicians

• Incorporate scheduling and route optimization into apps

• Provide technicians with information about on-premises equipment, parts inventory, billing, and individual

customer accounts

• Enable technicians to submit work orders directly from their apps

• Provide easy access to training videos and materials related to safety, installations, and company procedures

• Capture signatures for work received in app

• Provide technicians with visibility into how their performance compares to peers to drive service improvements

• Facilitate in-app communication between field technicians and supervisors

• Improve productivity, provide real-time analysis of work statuses, and increase first-time fix rates

• Enhance customer service

• Reduce the time and costs associated with paper-based field service management and data entry

Leverage analytics to optimize marketing campaigns and better compete in deregulated energy markets. Energy and Utilities Application: Marketing

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Quickly understand what resonates best with the your market

Compare your marketing efforts to those of your competition

Track website user patterns

Analyze advertising click-through rates for various time periods

• Access data from multiple sources such as weblogs, purchase history,

customer reviews, and direct marketing activities

• Leverage powerful visualizations, mapping features, and data discovery

capabilities to explore data

• Develop a deeper understanding of competitor and customer trends

• Better define target markets or consumers

• Refine messaging

• Proactively adjust marketing campaigns to increase effectiveness and

optimize spending

Use powerful analytics to better understand customer information related to energy consumption, revenue, service, engagement, and more.

Energy and Utilities Application: Customer Analysis

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Drill into the details of your business from distributor customers

Analyze customer information related to revenue, targets, contracts, and invoices

Identify customer trends by location and across various time periods

• Quickly comb through large amounts of customer data

• Seamlessly connect activities from all touchpoints including website browsing, call centers,

mobile app usage, and social media interactions

• Analyze customer data related to smart grids, revenue, complaints, marketing offer

responsiveness, and demographics

• Estimate energy consumption levels, track third-party service work, and ensure timely

customer service

• Segment customers for marketing programs, predict customer attrition, determine which

areas to invest in, and personalize every interaction with consumers

• Leverage insights to acquire new customers, retain existing ones, and maximize customer

lifetime value

Provide customers with timely insight into their energy usage, costs, billing information, and consumption levels compared to similar homes.

Energy and Utilities Application: Customer Portal

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Provide customers with detailed insight into their energy usage, costs, smart meter data, and more.

Allow customers to see how their energy usage compares to similar locations

Use alerts to notify customers of dramatic shifts in energy consumption or service outages

• Provide a superior, personalized customer experience

• Offer convenient access to information related to energy usage, billing, service

disruptions, smart meters, and customer service

• Give customers visibility into how their energy consumption compares to similar

locations

• Incorporate social media feeds into apps to facilitate and encourage additional customer

interaction

• Leverage smart meter data to deliver personalized customer services such as energy

counseling

• Use alerts to immediately notify customers of dramatic shifts in energy consumption or

services outages

• Provide business accounts with convenient access to personalized information related

to energy management, contracts, financing, and energy trading

• Drive customer loyalty and new business opportunities

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Leverage real-time analytics and comprehensive security capabilities to help prevent fraud and closely monitor customer service-related KPIs.

Energy and Utilities Application: Call Center Operations

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Usher code:Customer verbally provides a one-time passcode generated by the Usher app to the call center representative who enters it into a portal for confirmation.

Remote application integration:Energy and utilities call center representative sends the customer a push notification via the Usher app. The customer confirms their identity by acknowledging the notification.

• Leverage secure, remote multi-factor authentication methods

• Authenticate a customer’s identity over the phone using one-time Usher

codes or push notifications

• Offer password alternatives, like QR codes, for accessing sensitive

applications and customer information

• Use analytics to provide better visibility into call center metrics such as wait

times, quality and length of call, and customer satisfaction

• Refine operational, customer service, and sales strategies

• Leverage mobile apps to ensure that call center supervisors can monitor

operations in real time

*Source: 2016 Call Center Fraud Report by Pindrop

Streamline enterprise performance management and financial reporting processes to ensure that decision-makers have instant access to the critical data they need to run the business.

Energy and Utilities Application: Financial Analysis / Executive Reporting

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Compare real-time KPIs to goal for various business categories and operational functions

Stay up-to-speed on the latest industry news

Exceed user expectations by including access to financial statements, company news, markets, and more.

• Ensure that everyone in your organization is empowered with timely, accurate financial

information

• Leverage critical business insight to efficiently manage daily tasks, make better

decisions, and effectively collaborate with colleagues

• Allow users to seamlessly access data related to profit and loss, risk, markets, and

operations based on their role

• Provide executives and board members with mobile apps to give them instant insight into

financial performance information

• Ensure data integrity, reduce costs, and save time for internal reporting teams

Effectively manage the requirements associated with external and internal risk mitigation in the energy and utilities industry.

Energy and Utilities Application: Risk Management

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Provide at-a-glance visibility to risk liabilities

Drill into details of risks related to market prices, pipeline ruptures, cyber security, nuclear events, and more.

• Efficiently report against huge volumes of data and multiple systems

• Maintain a governed and consistent enterprise data environment

• Proactively uncover suspicious or hazardous trends before they become problems

• Confidently navigate the various risks associated with regulatory changes, commodity

price volatility, HSE hazards, and political and climate uncertainty

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Empower employees with secure access to offices, systems, and sensitive information by leveraging smartphone-based multi-factor authentication.

Energy and Utilities Application: Employee Digital Badge

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Connect to work stations / enterprise applications

Access to sensitive digital and physical assets

Access MicroStrategy Desktop

Access employee parking, lounge, and gym

Corporate Employees

Executive Credentials

Vera Jones

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Employee Badge

William Smith

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Field Employees

Connect to work stations / enterprise applications

Time keeping

Peer-to-Peer Authentication

Access to sites, facilities, and garages

• Secure access to corporate facilities, information systems, and operational sites

• Leverage a variety of multi-factor authentication capabilities that incorporate

push notifications, biometrics, one-time passwords, and face-to-face validation

• Enable seamless access with Bluetooth proximity

• Gain visibility into user behavior and actionable intelligence across multiple

enterprise systems

Customer Case StudiesApplications for the Digital Transformation of Energy and Utilities

Exelon: Risk Management Mobile App

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Profile Application

Industry Specifics: Energy ProviderLocation: United StatesProducts: Architect, Mobile, Server, WebCore Capabilities: Enterprise Analytics, Mobile Analytics, Mobile Productivity Apps

• Exelon built an interactive mobile risk dashboard

• App provides real-time insight into key risk indicators

• It supports risk identification, analysis, mitigation, and monitoring

• Risk indicators focus on regulatory and market developments, credit risk, reputational

risk, and environmental events

• Company leaders are now able to make better risk management decisions

Grupo Energisa: Energy Loss Management

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ProfileIndustry Specifics: Electricity MarketLocation: BrazilProducts: Architect, Server, WebCore Capabilities: Enterprise Analytics

• The Energisa Group faced a rise in non-technical (commercial) losses of energy

• This issue was primarily due to the actions of consumers but also from failures in the billing and collections

processes

• Energisa deployed a new data warehouse and deployed MicroStrategy analytics applications

• These tools enable users to quickly review and analyze consumer records, billing information, consumption,

metering, service records, technical losses, and more

• Daily activity reports allow the company to more accurately monitor corrective actions being made in the field

• Decision-makers can now devise better strategies to reduce fraud and energy loss

• In the four years since the project was launched, Energisa has seen a 3.2% reduction in non-technical energy

losses.

• This represents approximately 365 GWh and is enough electricity to serve 2.4 million residential customers for

a month

• Energisa also reported a 370% increase in the amount of energy billed since the year the project was

implemented

Application

Ipiranga: Mobile Sales Enablement

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Profile ApplicationIndustry Specifics: Fuel DistributionLocation: BrazilProducts: Architect, Mobile, Server, WebCore Capabilities: Enterprise Analytics, Mobile Productivity Apps

• Ipiranga’s retail department wanted to better serve its clients, the franchisees

• They also wanted to create new ways for sales teams to work with clients, while improving the

management capacity of sales territories

• In just over a month, Ipiranga developed and deployed a MicroStrategy mobile app that extends

new and existing BI applications to users’ devices

• Now, 300 employees in their sales and marketing teams have real-time access to data such as

sales volume by station, volume by fuel type, and convenience store sales

• The app delivers insights that allow marketing managers to quickly evaluate and monitor the

performance of sales teams and clients

• Sales professionals can now access all of the information they need from their tablets, make

decisions instantly, and be more responsive in field as they visit stations

• Sales and marketing departments are better aligned to drive revenue

Multinational Energy Company: Executive Financial Reporting App

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Profile ApplicationIndustry Specifics: Multinational EnergyLocation: United StatesProducts: Architect, Mobile, Server, WebCore Capabilities: Mobile Analytics

• In 2010, this multinational energy company concluded they were spending too much time building a set of

management reports focused on financial performance

• The executives were forced to rely on binders full of these reports to make decisions

• The company decided to build a mobile app to streamline processes and provide the Chairman with timely,

relevant information

• They chose MicroStrategy because of its high-performance capabilities, security functionality, and its ability to

seamlessly deliver reports on web or mobile

• They were able to successfully integrate MicroStrategy Mobile with their existing Oracle Workspace

implementation and deployed a comprehensive financial reporting app to their entire C-suite

• The app delivers sub-second response times on top of a large, complicated data ecosystem

• Key decision-makers now have instant access to critical information, from anywhere

• Since the initial project, the app has been been deployed to other executives outside of C-suite

PPL Electric Utilities: Payment and Invoicing Solution

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Profile ApplicationIndustry Specifics: Electric DistributionLocation: United StatesProducts: Architect, Server, WebCore Capabilities: Enterprise Analytics

• This regulated utility company is a Default Service Provider and is required to provide energy to customers who do not

choose an electricity supplier

• They buy wholesale energy on an open market from a variety of suppliers and deliver it to customers

• PPL pays suppliers on a monthly basis, and the processing of these transactions is often as much as $50M

• In 2015, the company was preparing to retire their legacy invoicing system

• They chose to deploy a MicroStrategy application because it offers the scalable architecture and transactional, self-service

capabilities needed to support a fast, effective, and auditable payment approval process

• This transaction-based application helps payment validators and approvers support the invoicing and service level

agreements needed to reimburse wholesales suppliers

• The app lets users directly input adjustments to vouchers, approve or cancel invoice records, and immediately update the

underlying database

• With the app, PPL can efficiently process approximately $500 million in invoices annually

• It also removes the risk of manual processes, including the potential cost of an audit

• Invoices are built correctly and operational costs are optimized

Elster Energy: Energy Consumption Management and Financial Reporting

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Thank you