© 2010 IBM Corporation Energy and Utilities Industry.

© 2010 IBM Corporation

Energy and Utilities Industry

© 2010 IBM Corporation2

Smart Energy for a Smarter Planet

Energy and Utilities market forces are creating the need for an evolution in the energy value chain.

Solar

Wind

Solar

Wind

HydroelectricSolar

NuclearWind

Energy Storage

Energy Storage

Energy Storage

UTILITY

Plug-in Vehicle

ConsumerPower FlowPeriodic Information FlowContinuous Information Flow

Coal/Natural Gas

NuclearHydroelectric

UTILITY

TRADITIONAL TRANSFORMED

Coal/Natural Gas



Our approach capitalizes on three foundational capabilities to deliver end-to-end solutions.

GlobalIUN

Coalition

Solution Development

IBM Research

Solution Delivery

Nuclear Power Advisory Council

Global IUN Coalition

Partner Ecosystem

SOLUTION DEVELOPMENT & DELIVERY POLICY

THOUGHT LEADERSHIP

GSGF



IBM provides leadership in key industry standards organizations Chair, GridWise Alliance (US)

Chair, Global Smart Grid Federation Chair, GridWise Architecture Council (US) Chair Intellect Smart Grids and Smart Metering Group (UK) Chair-Elect, Architecture Committee for NIST Smart Grid Interoperability Panel (US) Co-Chair, NERC Reliability Fundamentals Working Group (US & Canada) Co-Chair, Object Management Group (OMG) Smart Energy Working Group Sub-committee Chair, Smart Grid, US Electricity Advisory Committee Chair-Elect, IEC 61968 Part 6 standards stream Vice Chairman, World Energy Council Interconnectivity Working Group Founding Member, Smart Grid Australia and Chair, Policy and Regulatory Working

Group Founding Member, Korea Smart Grid Association Member, US DOE Electricity Advisory Committee Member, UCA® International Users Group including OpenHAN, OpenAMI, Common

Information Model and IEC61850 Member, OASIS Energy Management Information Exchange and Energy

Interoperation Technical Committees Member, DLMS/COSEM Association Member, European Association for Interoperability for Smart Homes and Communities

(TAHI) Member, IEC Technical Committee 8 on system issues in electric grid Member, ISO/IEC JTC 1/SC 25 Working Group 1 Member, IEC 57 Working Group Groups 8, 13 and 14 on Distribution Management

GSGF



Solutions Experience Lab at IBM Austin

Energy & Utilities Solution Center at IBM La Gaude

China Development Lab E&U Solution Center

IBM E&U Solution CentersComprehensive Industry Knowledge and Analysis

Demonstration center which showcases innovative solutions for the E&U Industry

- Advanced Meter Management- Energy Monitoring with Cognos- Security- EAM Maximo- BI with ILOG- Intelligent Plant Life Cycle Management- Knowledge Management with FileNet- High Performance Computing

10+ integrated, solution prototypes

Demonstrations can be projected in live video anywhere in the world

A reference implementation for the E&U industry based on SAFE, featuring advanced, leading edge technologies

Showcase for IBM technology integrated with key business partners

- Itron- muNet- OSIsoft- Siemens- Sisco

Industry standards business processes and data

Customized briefings and training

Proof of Concepts

Key Solution Underpin for E&U engagement and delivery, acting as ONE team for E&U bold play in GMU

Strategic partnership with Key influencer in IUN / Nuclear / Wind, contribution in Eco-System building

Replicable and sustainable solution/asset with high value for both customer and IBM

WW contribution to both GBS & SWG E&U solution/asset portfolio

Value Proposition

Demo center for E&U solutions PoC and PoT with engagement team Asset and solution harvesting &

enhancement for reuse New asset development with key value Investment on strategic partnership program

Business Scope



IBM’s Energy and Utility Solution Portfolio addresses a utility’s business and technology needs across the full energy value chain

De

liv

ery

Op

tio

ns

Power Generation

Optimization (PGO)

Plant OperationsFleet OptimizationSupply Expansion

Transmission & Distribution

Operations

Mobile Workforce MgmtAsset Lifecycle MgmtSupply Chain Mgmt

CorporateSupportServices

Human ResourcesAccounting

Payroll

Customer Operations

Transformation (COT)

Customer CareCustomer Management

Customer Systems

Intelligent Utility Network (IUN)

InfrastructureServers, storage, communications networks and equipment and associated services

Solution Architecture for Energy& Utilities Framework (SAFE)

Physical and Cyber Security

IUN Communications NetworksIUN Security

Distributed Energy Resources

Smart Metering & BeyondGrid OperationsElectric Vehicles



The IBM SAFE Framework enables integration of information and processes across the utility company

Solution Architecture for Energy and Utilities Framework

Third-party Access DomainThird-party Access Domain

Utility Business DomainUtility Business Domain

Device domainDevice domain

Communications network domainCommunications network domain

Power Generation

Plant OperationsFleet ManagementSupply Expansion

Power Generation

Plant OperationsFleet ManagementSupply Expansion

Corporate Support Services


Payroll

Corporate Support Services


Payroll

Business and infrastructure integration layer (Services Oriented Architecture)Business and infrastructure integration layer (Services Oriented Architecture) Business Process Automation WebSphere Process Modeler, Process

Server, ESB, Message Broker

Business Process Automation WebSphere Process Modeler, Process

Server, ESB, Message BrokerAsset, Device and Service

MonitoringNetcool, DataPower,

InfoSphere Streams, Cognos Now

Asset, Device and Service Monitoring

Netcool, DataPower, InfoSphere Streams, Cognos Now


Mobile Workforce ManagementAsset Lifecycle ManagementSupply Chain Management


Mobile Workforce ManagementAsset Lifecycle ManagementSupply Chain Management

Customer Operations

Customer ManagementCustomer Care

Customer Systems

Customer Operations

Customer ManagementCustomer Care

Customer Systems

Regulatory, Risk and Compliance ManagementFileNet, Tivoli Compliance, iLog

Regulatory, Risk and Compliance ManagementFileNet, Tivoli Compliance, iLog

Intelligent Utility Network (IUN)

Smart Meter & BeyondGrid OperationsSecurityCommunications NetworkPlug-In vehicle/Distributed Energy Resources

Informed Decision MakingCognos, SPSS, iLog, Information Mgmt Portfolio, WebSphere Business Events

Informed Decision MakingCognos, SPSS, iLog, Information Mgmt Portfolio, WebSphere Business Events

Security

S

o

lutio

ns

Security

S

o

lutio

ns

Asset Lifecycle ManagementMaximo, FileNet

Asset Lifecycle ManagementMaximo, FileNet

Improved Customer Experience Portal, Lotus Connections, Lotus ExpeditorImproved Customer Experience Portal, Lotus Connections, Lotus Expeditor

Tivoli Security

Solutions, DataPower,

Rational Appscan

Tivoli Security

Solutions, DataPower,

Rational Appscan



Smart Grid Tooling around architecture managementThe Approach - Provide a pragmatic, model-driven approach to implementing and enriching Industry Standards

IEC = International Electrotechnical Commission

CIM = Common Information Model*EPRI IntelliGridSM Use Case Models are stored in Rational RequisitePro to demonstrate Integrated Requirements Management with Use Cases

Energy Business Blueprint• Smart Grid Strategy and Planning• Smart Grid Application Portfolio Rationalization• Corporate Data Model Transformation

• IEC CIM (IEC 61968/61970) • Smart Grid Security Architecture

• NERC CIP 007, NIST 7268

Design and Implementation• Smart Grid Application Integration

• IEC CIM and IEC 61850• EPRI Intelligrid Use Cases

• Smart Grid Data Integration and Analysis• IEC CIM and IEC 61850• EPRI Intelligrid Use Cases

Data Design and Integration• Logical and physical description

of data based on UML Information Models

• Supports dimensional modeling for DW/BI

Application Integration• Implements SOA artifacts across ESB /

BPM platform• Implements canonical model• Provides analysis on the impact of change• IEC CIM Messaging Implementation

Technology Strategy and Planning

Technical Design and Implementation

Requirem

ents Managem

ent



IBM has worked with clients around the world to develop solutions which transform the energy value chain

CenterPoint Energy

Consumers Energy

Ontario Energy Board

Enemalta

ASM Brescia

MVV/City of Mannheim

EnBWEcotricity

Country Energy

Energy Australia

Click on box icons to review individual customer profile.

DTE Energy

DONG Energy

Progress Energy

Pacific Northwest National

Laboratory

San Francisco Public Utilities Commission

Oncor Red Electrica de Espana

npower

Guangdong Dapeng LNGAustin

Energy

Hildebrand

Terna



Typical Customer Use Cases

Using CIM for Smart Grid Transformation



Overview – Edison SmartConnect System (cont’d)3rd Gen Electronic meters: 200A integrated service switch Home Area Network interface Energy & Voltage measurement Outage detection & service status Theft/tamper detection Remote firmware upgradability Robust security

Multi-Tier Telecom Network Designed for flexibility & security 2-way narrowband 900MHz RF LAN Open standard ZigBee 2.4GHz HAN Cellular based WAN with flexibility

for technology changes



Asset Leveraging – Model Organization Use MDSD Model structure for System of

Systems Modeling– Enterprise Level

• Shows the enterprise as a “Black Box”, identifying external actors.

• Identifies “conceptual’ use cases that express Concept of Operations

– Business Process Level• Shows the enterprise as a “White Box”, exposing

business processes as use cases.• Identifies business workers, collaborating

systems, and system operations.

– SoS Level• Shows the SmartConnect System as a “Black

Box”, providing system context• Identifies system use cases and IO_Entities

– Systems Level• Shows the SmartConnect System as a “White

Box”, exposing the systems within the SmartConnect System

• Identifies intra-system operations and interfaces



Asset Leveraging – Model Organization (cont’d)

Use IEC Interface Reference Model for organizing use cases

– Create packages for business functions with names from the IEC Standard

• Stereotype packages as <<BizFtn>>– Create packages for business sub-functions

with names from the IEC Standard• Stereotype packages as <<BizSubFtn>>

– Create packages for business activities with names from use cases

• Create business activity packages within business sub-function packages



Asset Leveraging – Model Organization (cont’d)

Use Rational Process’s, 4+1 Model structure to organize individual system models

– Systems decompose into subsystems

– Subsystems contain packages with the standard UML model views



Asset Leveraging – Use Case Development

Use Business Archetype Patterns and Analysis Patterns to describe common business activities and objects

Use UML definitions to identify “include”, “extend”, “conceptual”, and “alternate” use cases

Use Business Use Cases and Business Processes developed by business stakeholders as the basis for developing System Use Cases

Use IEC Generic Use Cases to discover and describe use cases and actors



Asset Leveraging – Operations Discovery Use MDSD

Methodology to identify system operations

Use IEC Information Exchange Model to define canonical messages that invoke system operations

Use Business Archetype Patterns and Analysis Patterns to identify standard business operations



Asset Leveraging – Business Object Modeling

Mine IEC Common Information Model for standard utility business objects

Use IEC Model Extension Methodology to define SCE and SmartConnect unique business objects

Use Business Archetypes and Analysis Classes to identify standard business objects



Asset Leveraging – Information Modeling Use IEC Common Information

Model to define standard utility data items

Use IEC Model Extension Methodology to define SCE and SmartConnect unique data items

Use Business Archetype Patterns and Analysis Patterns to define standard business data items

Use ANSI Standards to define meter data types



Asset Leveraging – Requirements Traceability

Use IBM Rational’s RequisitePro (ReqPro) as the repository for all requirements

– Business Requirements– Business Process

Specifications– System Requirements

Forward and reverse requirements tracing in ReqPro

Requirements traced to Use Cases in System Model



Asset Leveraging – Document Automation

Doc integration with other IBM Rational Tools provides seamless access to data directly from the tool's data repositories.

Doc templates are used to create standardized SCE documents specified in the SCE Systems Development Life Cycle.

Regenerates precise, up-to-date documents easily; preserves additional data entered directly into the document.



Asset Leveraging – Process Documentation Used for authoring,

configuring, and viewing MDSD method content and processes.

– Develop method content and create or extend processes

– Select applicable RUP components

Includes Rational Tool Mentors Includes extensive context

sensitive help Published a process website

for access by team members.



Comprehensive Ecosystem of Industry Business Partners

Customer Operations

Grid Operations

Distributed EnergyResources

CommunicationsLayer

Power Layer

AMI and Meters

Future AppsAnd Services

Power Generation

Source: IBM, GreenTech Media, SmartGridNews, Venture Capital Group, Cleantech VCs

Next Generation of Applications

FAN/AMI CommsWANLAN

HAN / Building Area Network & eMobility

Network Gateway Smart Meter

Consumer Energy Management SystemsIntegrated, Enterprise-wide Advanced Control Systems

Tendril Coulomb Technologies Energy bt Gridpoint Better Place Sagem

ABB Siemens Areva PowerSense Cooper OSIsoft Telvent

SAP Oracle Genesys Nuance Aclara Jacada

ABB Dassault GE Siemens OSIsoft Areva SAP

Elster eMeter Itron Trillian Landis & Gyr SAP Silver Spring

JuniperCiscoBrocade

ABBAT&TAlvarion

SprintT-MobileVerizon

Landis & GyrSmart SynchTrilliant

ItronSilver SpringSensus

Johnson ControlsTendril

Control 4Energy Hub

PhilipsGridpoint

Coulomb TechnologiesBetter Place

Generation Transmission Substation Distribution Home/Building Distributed Generation and Storage

Utility Infrastructure Consumer



How IBM can help you

© 2010 IBM Corporation Energy and Utilities Industry.

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