Utility Analysis & Improvement Methodology Thursday February 6, - PDF document

2/6/2020 1 Utility Analysis & Improvement Methodology Thursday February 6, 2020 1:00 – 2:30 PM ET 2 1

2/6/2020 How to Participate Today • Audio Modes • Listen using Mic & S peakers • Or, select “ Use Telephone” and dial the conference (please remember long distance phone charges apply). • Submit your questions using the Questions pane. • A recording will be available for replay shortly after this webcast. 3 For Management Utility Analysis and Improvement Methodology Speaker Spea Topi opic time time 6 1 Mark Po Ma rk Poling ling Intro troduction uction Scot ott Haskins t Haskins Top opics and s and De Deliv liverabl erables s for for C Collaborativ llaborative Ef Effor forts 10 10 2 3 Craig E g Edlund nd Docume menting nting “As I Is” Processes esses 10 10 4 Ge Getachew Melsew Analysis of alysis of Business P siness Processes ocesses 10 10 5 Mer Mert Muf Muftugil Des Design gning Des Desired (“ (“To Be”) Be”) Pro Processes 10 10 6 Cello Vi Cello Vitaso sovi vic Next Step t Steps and and Par Participation icipation 14 14 7 Scot Sc ott Haskins t Haskins Fac acili ilitating Q ting Q&A 30 30 4 2

2/6/2020 S cott Haskins Craig Edlund Mark Poling Jacobs Engineering MCES Clean Water S ervices Mert Muftugil Getachew Melsew Cello Vitasovic Portland Water DC Water 9D Analytics 5 For Management Utility Analysis and Improvement Methodology 6 3

2/6/2020 Key UAIM Goals Provide a value-based methodology thodology for improving management of water • sector utilities • Enable effective peer to peer collaboration between water sector utilities • Develop, grow, and strengthen the network of water sector organizations and professionals engaged in UAIM Mode Model Design De sign Analyze Analyze Plan Plan Impro Improve Plan Acti Plan Actions Docu Document Ide Identify fy Desi Design gn for fo Im Improve Curre Current Items F It For r Impr provement ements Impr provement ement Condition Con Impr provement ement (T (To Be) o Be) 7 People Interact Within the Organization to Execute Business Processes Technology Business Enables Enables Processes People Organization Execute Interact 8 4

2/6/2020 Current Focus: Improving Business Processes Technology Business Processes Enables Enables People Organization Execute Interact 9 Agenda Spea Speaker Topi opic time time Mark rk Po Poling ng Introd oduction uction 6 1 2 Scot ott Haskins t Haskins Top opics and s and De Deliv liverabl erables s for for C Collaborativ llaborative Ef Effor forts 10 10 3 Craig E g Edlund nd Docume menting nting “As I Is” Processes esses 10 10 4 Ge Getachew Melsew Analysis of alysis of Business P siness Processes ocesses 10 10 5 Mer Mert Muf Muftugil Des Design gning Des Desired (“ (“To Be”) Be”) Pro Processes 10 10 6 Cello Cello Vi Vitaso sovi vic Next Step t Steps and and Par Participation icipation 14 14 Sc Scot ott Haskins t Haskins Fac acili ilitating Q ting Q&A 30 30 7 10 5

2/6/2020 Collaborative Work: Modeling, Analysis, Design Mode Model Design De sign Analyze Analyze Plan Plan Improve Impro Plan Plan Acti Actions Docu Document Identify Ide fy Design Desi gn fo for Improve Im Curre Current Items F It For r Impr provement ements Impr provement ement Condition ndition (T (To Be) o Be) Impr provement ement Capital Proj Capital Project Deliv t Delivery • • Developing A ng Asset M set Manage gement P nt Plans • Enterprise Risk Managem terprise Risk Management nt • Business C ness Case E Eval aluatio uation and P and Prioritization ioritization of CIP P Pro jects 11 Utilities Share Knowledge, Peer-to- Peer Collaboration UAIM Utility Partners Model Mode Analyze Analyze Design De sign San Francisco PUC (CA) Metro Vancouver (Canada) Document Docu Identify Ide fy Design Desi gn DC Water Current Curre It Items F For r Impr provement ements MCES (Minneapolis) Condition ndition Impr provement ement (T (To Be) o Be) Clean Water Services (OR) Charlotte NC Louisville MSD (KY) City of Grand Rapids MI VCS (Denmark) Great Lakes Water Authority (MI) Toho Water (FL) Orange County FL UK Environment Agency Shared Kno Shared Knowledge Base ledge Base Portland Water (OR) Tacoma Water (WA) Kansas City Water (MO) Washington Suburban - WSSC (MD) 12 6

2/6/2020 Post st V Versio ion 1.0 n 1.0 Dr Draft aft To To B Be Reco ecomm mmended ended As Is As Is To B To Be Ve Version 1 1.0 Processe sses, A Artif tifact cts s to P to Portal Version 1 As Is Processes Draft To Be Recommended Processes Processes Model Revisions from As Is to To Be Model Revisions from As Is to To Be Shared Kno Shared Knowledge Base ledge Base 13 Benefits for Utility Partners • Exchange of ideas/ experiences with peers from different utilities • In-depth examination of important topics/ business areas • Access to knowledge base (models, artifacts) • Defined best practices that can be applied within a utility • Adopted standards for:  Metrics associated with specific business processes  Documentation of business processes (e.g. format, notation, hierarchy) 14 7

2/6/2020 Agenda Spea Speaker Topi opic time time 6 1 Mark rk Po Poling ng Introd oduction uction Scot ott Haskins t Haskins Top opics and s and De Deliv liverabl erables s for for C Collaborativ llaborative Ef Effor forts 10 10 2 3 Craig E g Edlund nd Docume menting nting “As I Is” Processes esses 10 10 4 Getachew Melsew Ge Analysis of alysis of Business P siness Processes ocesses 10 10 5 Mer Mert Muf Muftugil Des Design gning Des Desired (“ (“To Be”) Be”) Pro Processes 10 10 6 Cello Cello Vi Vitaso sovi vic Next Step t Steps and and Par Participation icipation 14 14 7 Scot Sc ott Haskins t Haskins Fac acili ilitating Q ting Q&A 30 30 15 Modeling Business Processes Technology Enables Enables Organization Model Mode Analyze Analyze De Design sign Docu Document Identify Ide fy Desi Design gn Current Curre Items F It For r Impr provement ements Condition ndition Impr provement ement (To Be) (T o Be) 16 8

2/6/2020 Detailed Models of Specific Processes 17 Detailed Models of Specific Processes 18 9

2/6/2020 “Swim Lanes” Indicate Business Units 19 Activities 20 10

2/6/2020 Systems & Data 21 Decisions 22 11

2/6/2020 BP Models Describe… Who is involved in the business process (swim lanes) Work flow (sequence paths of activities) What decisions need to be made (and by whom) What resources (e.g. time, staff, equipment) are needed The metrics impacted by the process What data is required to execute work (and make decisions) Where (in what systems) the required data resides 23 Water Sector Value Model UAIM Utility Partners San Francisco PUC (CA) Metro Vancouver (Canada) DC Water MCES (Minneapolis) Clean Water Services (OR) Charlotte NC Louisville MSD (KY) City of Grand Rapids MI VCS (Denmark) Great Lakes Water Authority (MI) Toho Water (FL) Orange County FL UK Environment Agency Portland Water (OR) Tacoma Water (WA) Kansas City Water (MO) Washington Suburban - WSSC (MD) 24 12

2/6/2020 Value Chain Elements 25 As Is Process for Developing AMPs 26 13

2/6/2020 Revised Process for Developing AMPs 27 Shared Knowledge Base 28 14

2/6/2020 Agenda Spea Speaker Topi opic time time 6 1 Mark rk Po Poling ng Introd oduction uction Scot ott Haskins t Haskins Top opics and s and De Deliv liverabl erables s for for C Collaborativ llaborative 10 10 2 Ef Effor forts 3 Craig E g Edlund nd Docume menting nting “As I Is” Processes esses 10 10 4 Ge Getachew Melsew Analysis of alysis of Business P siness Processes ocesses 10 10 5 Mer Mert Muf Muftugil Des Design gning Des Desired (“ (“To Be”) Be”) Pro Processes 10 10 14 14 6 Cello Vi Cello Vitaso sovi vic Next Step t Steps and and Par Participation icipation Sc Scot ott Haskins t Haskins Fac acili ilitating Q ting Q&A 30 30 7 29 Context and Explanation This workshop lasted four days: Monday through Thursday. It covered four topics in parallel sessions, with two days dedicated to each topic: Topic Schedule Utility/Topic Lead CIP Delivery Monday and Team 2100 UK Environmental Agency Tuesday Managing Enterprise Risk Portland Water Business Case Evaluation Wednesday and DC Water Thursday Developing Asset Management Plans Minneapolis Council of Environmental Services 30 15

2/6/2020 1.4 Preparing for Workshop: As Is Models S traw Man Document/model t Do ment/model the As e As Is pr processes: ses: As Is business process models for the topic For e r each o of the fo e four ur to topics, pics, specific to a utility for a specific for a specific topic topic 31 “As Is” Models Prepared for Each of the Four Topics Ma Managing En naging Enter terprise rise De Developi ping ng Busi Bu sines ness Ca Case se CIP Delivery CIP Deli Risk Risk Asse Asset Manag Management nt Plans Plans Ev Evaluation uation 32 16