ORACLES PRIMAVERA
PORTFOLIO MANAGEMENT (OPPM)
AT AMEREN
DAVID BULLARD
Manager, Project Controls, Ameren Missouri Power Operations Services
JANUARY 19, 2016
Agenda
Ameren overview and webinar expectations
Demand for portfolio management tool
OPPM overview
Due diligence and selection basis
Initial implementation and adoption
Next steps and best practices
Ameren Overview
Ameren
Ameren Missouri, Ameren Illinois, Ameren Transmission
64K-square mile service area in Illinois and Missouri
2.4M electric customers, 900K gas customers
Net generation capacity of nearly 10,200 MW
More than 7,500 circuit miles of transmission lines
Ameren Missouri
1.2M electric customers 63 counties, 500 towns
(1) nuclear energy center
(4) coal energy centers
(3) hydro energy centers
(2) renewable energy centers (landfill gas, solar)
CTG fleet
Expectations
Focus is Ameren Missouri Power Operations
Will cover due diligence and implementation
Will not cover details of calculations or business processes
Information indicating future outage timing is hidden
Demand for Portfolio Management Tool
Power Ops selection and implementation of OPPM was
driven by our companys culture and need for
Continuous Improvement.
OPPMs configurability by users (not IT, not Oracle)
have made it a perfect fit for multiple use cases at
Ameren, both financial-based and non-financial-based.
Demand for Portfolio Management Tool
Excel-based project justification and prioritization (ISP)
Heavy user input of data stored in other Ameren repositories
Snapshot perspective
Configuration by external resources
Optimizer readiness and logic
Demand for Portfolio Management Tool
Portfolio decomposition and capital allocation
Limited availability of attributes in corporate budget tool
Iterative Excel-based activity
Data memorialization
Accessibility of reports, presentations, etc.
Demand for Portfolio Management Tool
What we did NOT want!
OPPM Overview
OPPM = Oracles Primavera Portfolio Management
Web-based analysis platform
Configurable
Process-driven
OPPM Overview
Scorecards
10
Spreadsheet-like
Easy export
Configurable
Sorting
Indicators
Columns (categories)
OPPM Overview
Forms
o
Automatic compilation
Multiple field types
Inputs
Calculations
11
Imported
Configurable
Field width
Edit security
OPPM Overview
Investor Maps
o
Visual decomposition
On-the-fly adjustments
12
Status change
Portfolio removals and additions within scenarios
Dimensions
X and Y axes
Bubble size, color, and status indication
Portfolio and bucket compliance
OPPM Overview
Processes / Guide Pane
13
Bookmark views and data sets
Layout organization-specific processes
Flexible sequencing
Provide explanations, definitions, etc.
Due Diligence and Selection
PowerPlant
Corporate
Reporting
PCM, IMR
MO Gen
UIP
iProcure
ACCOUNTING
14
PORTFOLIO
MANAGEMENT
Bridge
MO Gen
EDTS
AIC
Nuclear
ATX
PROJECT CONTROLS
Due Diligence and Selection Basis
15
Existing Oracle footprint at Ameren
Collaborative, web-based platform supports mobility
Minimal long-term dependence on IT and Oracle
Out-of-the box bridge to P6
Flexibility across business lines
Data memorialization
Simple sharing via e-mail links
Initial Implementation and Adoption
Critical pre-purchase activities
o
Define and document process(es) and calculations
Leverage Oracle Solution Consultants
Implementation workshop
Maximize value of training
16
Need for Java expertise can be minimized during this phase
Work to get one go-by category of various types
Initial Implementation and Adoption
Start small, KISS, and get some early wins
Replace ISP
17
Behind-the-scenes complexity and stakeholder buy-in
Simplify justifications without sacrificing key inputs and calculations
Provide multiple perspectives simultaneously
Safety
Customer
Shareholder
Initial Implementation and Adoption
18
Replace ISP (input form)
Initial Implementation and Adoption
19
Replace ISP (scoring results)
Initial Implementation and Adoption
Support capital allocation / budget process
20
Process guide pane (script)
Minimal workflow supports on-the-fly adjustments
Investor Maps and pre-defined scenarios expedited process
Instantaneous outputs to support capital request
Initial Implementation and Adoption
Support capital allocation / budget process
21
Initial Implementation and Adoption
Support capital allocation / budget process
22
Initial Implementation and Adoption
Support capital allocation / budget process
23
Initial Implementation and Adoption
Support capital allocation / budget process
o
24
Category trend / data memorialization
Initial Implementation and Adoption
Outage planning
o
25
Communicate current and proposed unit outage schedule
Initial Implementation and Adoption
Resource utilization
26
Dynamic capital spend data for engineers and managers
Utilize data from corporate budget tool
Organization chart appearance
Minimal manual updates
Initial Implementation and Adoption
Resource utilization
27
Initial Implementation and Adoption
Risk management
28
Manual data import from enterprise BRM tool
Associate capital projects to risks they mitigate
Exploring project risk integration in Primavera P6
Initial Implementation and Adoption
Risk management
29
Implementation Timeline: ITS A JOURNEY!
Q2 2014
Q3 2014
Spreadsheet
Go-By
Oracle-Led
Demos
Power Ops
Requirements
Gathering
30
Q4 2014
Q1 2015
Q2 2015
Issue
Purchase
Order
Initial
Oracle
Config.
Initial
Power
Ops
Rollout
Training
Q3 2015
Q4 2015
Power Ops Uses
Budget
Justification
Resources
AM ED Due
Diligence
Develop Data
Automation
Q1 2016
AM ED
Implementation
AM Nuclear
Due Diligence
Data Automation
Expand user set
Next Steps
Complete data automation, expand user set
Continue to identify use and need cases
o
Innovation Action Teams
New users requests
Ongoing due diligence and implementation across Ameren
31
Ameren Missouri: Energy Delivery, Nuclear
Ameren IT
Best Practices
Thoroughly understand and document needs before purchasing
o
Processes and calculations
User groups and needs
Make the most of Oracle training
Start small, get some early wins
32
Minimize automation and workflow
Minimize initial connection to other systems
Best Practices
Deep-dive inter-application data transfer
Maintain dialogue with Oracle resources
33
Be a part of continual OPPM improvements
Tap into network of users, consultants, and developers
Q&A
34
