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