Autodesk Utility Design AUD Effective Change Management at

Class Summary This class will take you through the challenges and opportunities of change

Learning Objectives At the end of this class, you will be able to: Understand

Southern California Edison One of the Largest U. S. Electric Utilities § 180 cities

A Tale of Two Electric Companies Full-Screen Layout Image Size (1, 920 x 1,

Other Business Drivers EIX Capital Projects Smart Connect Customer Expectations © 2011 Autodesk

Ok – we need to change…. but how? © 2011 Autodesk

Key Factors to Drive Successful Change § Articulate the case for change throughout all

Driving Change - High Level Approach Blueprint Realization • Process & Technical Mapping &

Vision: IPSEC Work Management Model 1. Initiate Actions to document the need to perform

End State Vision – System & Process Alignment Internal / External Customers e. Mobile

End State Vision: Technical Architecture § § SAP is now at the core of

A Phased Business Engagement Approach User Experience will provide an opportunity to strategically transfer

Stakeholder Roles & Responsibilities Business Area Business Director Distribution Communicate Construction & key messages

GDT Project Vision & Objectives Vision Deliver an integrated design solution across Transmission, Distribution

AUD - Project Timeline April 2007: Contract Awarded to Autodesk 2007 April – Sept

Process Blueprinting: To-Be © 2011 Autodesk

Impact Assessment § High - Use new transaction; extensive training required; critical activity; significant

Change Impacts of AUD From/To 1. Visio / AUD will be standard product for

The Future of One Electric Company © 2011 Autodesk

Some Things Do Not Change © 2011 Autodesk

Lesson Learned You really don’t know your business processes until you go through the

Autodesk, Auto. CAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list

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Class Summary This class will take you through the challenges and opportunities of change management from a utility perspective, including a discussion of SCE’s: Technical solution which integrates SAP and Bolt-On applications § Process to leverage AUD as the center of the graphical designing and engineering § Challenges faced when creating significant culture change § © 2011 Autodesk

Learning Objectives At the end of this class, you will be able to: Understand SCE’s approach to change management § Engage key personnel with the correct activities § Identify areas where technology impacts organizational culture § Apply lessons learned from SCE's AUD Implementation § © 2011 Autodesk

Southern California Edison One of the Largest U. S. Electric Utilities § 180 cities in 50, 000 square-miles of service territory § Nearly 14 Million People Served § Renewable energy Met 19. 4% of our Customers’ Energy Needs in 2010 § 3, 000+ smart meters installed as of September 2011 Delivering Service Takes § 16 utility interconnections § 4, 990 transmission and distribution circuits § 365 transmission and distribution crews § Over 15, 500 TDBU employees © 2011 Autodesk

Key Factors to Drive Successful Change § Articulate the case for change throughout all levels of the organization § Establish a clear vision, and always maintain alignment § Utilize process mapping to identify change impacts: As-Is/To-Be § Engage the stakeholders and end users early on and frequently § Manage scope and align expectations § Communication, Communication! Drive down communication to all levels § Communication the right level of information to the right target audience § © 2011 Autodesk

Driving Change - High Level Approach Blueprint Realization • Process & Technical Mapping & validate with business • Define major impacts • Validate impacts with business areas Define End-State Vision Identify business impacts • Identify potential options • Identify pros and cons • Validate options with business areas Identify options for each business area The solution was arrived at using input from: • Key Operational Areas • Distribution • Transmission • Substations • Finance • Supply Chain • BP&TI • Executive Leadership • Propose Option • Review and approve with business Propose Options Execute Deliverables • Interfaces & Systems • Business process changes • Testing and training © 2011 Autodesk

Vision: IPSEC Work Management Model 1. Initiate Actions to document the need to perform work Customer Service, Design Manager, SAP 2. Plan 3. Schedule 2. Plan Actions to establish accounting, resources and work instructions Design Manager, Autodesk Utility Design 4. Execute 3. Schedule IPSEC Committing resources to perform required work Click Schedule 4. Execute Perform work and report completion Mobile Field Tool 5. Close Actions to update status, asset and equipment records and finalize accounting SAP 1. Initiate 5. Close © 2011 Autodesk

End State Vision – System & Process Alignment Internal / External Customers e. Mobile SAP CSS SCE’s DM Integrated Design Process SCE’s DM Order Design AUD GIS SAP Optimized Mobile Scheduling Ruggedized Close & Software Notebooks Feedback Click Soft CU Plan SAP CMS S A P Initiate e. Mobile Schedule Execute Close In-Flight © 2011 Autodesk

End State Vision: Technical Architecture § § SAP is now at the core of our operations Through our ERP Blue Print, SAP integrates with our Bolt-On Systems to create end-to-end solutions Mobile Field Tool Telecomm Bolt-On Systems Scheduling/ Forecast SCE’s DM AUD SAP Project Payroll / Finance Systems HR Work Mgmt Portal Supplier, Materials Reporting Services Mgmt BI Mgmt Customer Service System Total of 16 Different (non. SAP) Systems Finance Outage Mgmt System Mapping Fixed Asset Accounting © 2011 Autodesk

A Phased Business Engagement Approach User Experience will provide an opportunity to strategically transfer solution knowledge to the Business during the various stages of the project e r u s o n Exp o i t u l So Business Line Partners & ERP Super Business Project Users Line Team Advisors Blueprint Build & Realization Business Line Key Employees Business Line Employees Deployment & Go-Live Solution Understanding/Ownership © 2011 Autodesk

Stakeholder Roles & Responsibilities Business Area Business Director Distribution Communicate Construction & key messages Maintenance and issues Business Advisor ERP Team Member Business Partner Super User Provide business knowledge, insight, and influence to assure User Engagement is successful Assure the business has early engagement and ownership of the new systems Key representative from DC&M with the knowledge and skills to support the testing, training, and implementation Core group of employees across TDBU. Will be fully functional and prepared to conduct our day -to-day business Henry Ford John Delorean John Smith… Distribution Thomas Edison Nick Tesla Construction & Maintenance © 2011 Autodesk

GDT Project Vision & Objectives Vision Deliver an integrated design solution across Transmission, Distribution & Substation by combining asset and compatible unit information with tabular and graphical design capabilities Objectives & Benefits • Improve planner productivity through engineering automation • Enable material and crew efficiencies through standardized work order designs • Minimize re-mapping efforts during work order reconciliation (e. g. quicker reflection of as-built information on the FIMs) • Link engineering and construction standards to the design process, improving consistency and accuracy in design • Long term architecture to include a comprehensive GIS © 2011 Autodesk

AUD - Project Timeline April 2007: Contract Awarded to Autodesk 2007 April – Sept 2007: Requirements Gathering Oct 2007 – Nov 2010: Development 2008 Testing 2012 and beyond: Deployment to Transmission Deployment to Distribution 2009 Sep 2008 – Dec 2010: Nov 2010: Jan 2009: 2010 May 2010: Integration with SAP Continuous Improvements 2011 2012 June - Dec 2011: Development and Implementation of U. I. Project © 2011 Autodesk

Impact Assessment § High - Use new transaction; extensive training required; critical activity; significant down-stream impact to workforce. § Medium – Viewing new transaction; medium training required; moderate downstream impact; involves a moderate number of employees. § Low – Optimizing capabilities; minimal training; few employees impacted; non-critical transaction. © 2011 Autodesk

Change Impacts of AUD From/To 1. Visio / AUD will be standard product for work order designs 2. Excel / AUD engineering approved functionality 3. DPIS/Design Manager (DM) 4. Inability to / Ability to import Customer drawings and FIM Impact Benefits/Change Impacts H H Adherence to design standards /Planners/Designers will be required to utilize DM / AUD for all designs. AUD will have automated material capabilities via design. H H Consistent calculations / AUD Integrates engineering capabilities (voltage drop, wind loading and cable pulling) with a CAD based system design. H H DM will allow search/retrieve data, equipment records, TLM and structures. Does not exclude access to Google Earth for additional information. H H Less time creating maps. FIM drawings filed centrally and auto converted for quicker FIM updates from actual construction. © 2011 Autodesk

Lesson Learned You really don’t know your business processes until you go through the pain and effort of mapping § T&D is a complex set of businesses that requires a complex technology solution § Strong leadership is necessary to drive the solution home: § Early, frequent, and intense engagement at all levels § Highly targeted readiness and communications efforts § Phase implementation of technology, process changes, or both § Establish clear utilization expectations & continue to sustain change post stabilization § Identify metrics early on and ensure supporting data will be available § Acknowledge that productivity dips are a natural part of the process § § Culture change is much more difficult than technical change © 2011 Autodesk

Autodesk, Auto. CAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc. , and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2011 Autodesk, Inc. All rights reserved. © 2011 Autodesk