How BPM and Social Collaboration drive Performance

How BPM and Social Collaboration drive Performance Stephan Blasilli and Chris Goldsberry from EDP Renewables North America LLC

BPM Openhouse 2014

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EDP Renewables North America LLC

EDPR’s Footprint Ranked 3rd globally in installed wind, EDPR is active in 11 markets and operates 8.6 GW of projects...

North America Europe Brazil

Houston, TX Madrid, Spain São Paulo, Brazil

Offshore

8.6 GW Of Installed Capacity

In 10 countries

450 MW Of Capacity Under

Construction

16 GW Of Pipeline

Operations In 11 Countries

+890 Employees


Industry Realities

Energy source is strongest primarily in rural, remote areas

Typically installed at a smaller scale than conventional energy assets

Continuous, rapid improvements in technology

Personnel require a highly-specialized skill set

Energy source is intermittent (not continuously available)

Increasingly complex regulatory requirements

Wind power represents 31% of all new electrical generation capacity installed in the past five years

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Company Challenges

No standard for prioritization of performance issues (what’s most critical to work on right now?)

Geographically dispersed portfolio

Distance between sites and support functions makes constant knowledge flow difficult

How to turn “tacit knowledge” into “institutional knowledge”

We wanted to improve our ability to track performance issues throughout our expanding fleet

EDPR built COBRA (short form of Collaboration) to manage issue process and capture knowledge

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The COBRA Case Management System Process

Issue Capture Solution

Documentation Review Implementation Review Review

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Implementation process is optional


System Focus Areas

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Coordination Prioritization

Tracking Collaboration


Coordination

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Constant Chain of Custody

Task-oriented transactions provide accountability at every level

Clear allocation of resources

Seamless handoffs between project leads

Ad-hoc subtask functionality


Prioritization

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We developed a ‘Risk Matrix’ to objectively rank issues based on multiple measures of significance

Algorithm consists of 5

factors

From User Input

Duration Frequency Megawatt

Impact

From Database

Average Load Factor

Average Power Price

Every case is automatically assigned a Risk Priority Number

Automate the ranking to allow for a fair and unbiased schema

Account for the financial risk to EDPR on a case-by-case basis

Requires minimal input from the user to reduce bias


Prioritization

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On a 1-1000 scale, the Risk Priority Number provides an objective ranking of a given issue’s ability to impact EDPR


Collaboration

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Automated Notifications

Site Operations

Civil Engineering

Central Procurement

Asset Management

Performance Analytics

Regulatory Affairs

Electrical Engineering

Legal Affairs


Collaboration

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Add email and attachments to cases plus notification emails for high-visibility case types


Collaboration

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Notes provide context for case progression and historical narrative for lookups of prior cases

• Notes primarily used as a medium for case updates

• 3 – 4 notes per active case


Collaboration

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Knowledge engine automatically searches for similar cases to new entries


Tracking Integration with Department Goals and KPIs

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Tracking Implementation Checklist

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COBRA has already shown value

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Over $200M worth of issue solutions accessed over 6k times =

Less of this!


Lessons Learned

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Map your processes before you implement a tool

Keep solutions as intuitive for the end users as possible

It’s Important to think big but start small

Ensure that the system is integrated into your everyday work

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The Future is Mobile

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Thank You for Your Attention Questions?

Stephan Blasilli

[email protected]

Chris Goldsberry

[email protected]

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mailto:[email protected]

How BPM and Social Collaboration drive Performance

Data & Analytics

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