View
8
Download
1
Category
Preview:
Citation preview
1
Customer Information System (CIS) Replacement Project
Presented by Greg Larsen & Kerri Wendell
December 21, 2015
2
Today’s discussion
• Why upgrade the Customer Information System (CIS)?
• Link between strategic investment and customer benefit
• Benefits and Costs
• Tentative project schedule
• Next Steps
No decisions today - information only
3
Background
• Current PeopleSoft CIS implemented in 2004 • Technical support ended in June 2009 • Current platform does not support future
strategies – Customer experience – Advanced two-way metering
• Outage management
• Time to upgrade
Asset Management
Meter Reading
Field Orders
Billing
Payments
Rates Credit & Collections
Conservation tracking
Customer Information
What our CIS does today
5
Technical Foundation • CIS is a critical and foundational application • Upgrade will support existing utility functions and
provide options for advanced two-way metering and outage management
• Requests for proposal (RFP) will address meter data management (MDM) system procurement as part of concurrent efforts to identify options for advanced two-way metering and outage management
• Other concurrent efforts will transpire throughout the CIS/MDM procurement and upgrade effort
6
Strategic and Tactical Linkage
• The CIS effort supports 2016 District Objectives and Initiatives: – Commit to the highest-level of customer-owner
satisfaction – Making continuous improvement in efficient,
effective, compliant and risk-assessed operations – Enhance the Customer Experience – Advance Two-Way Metering Capabilities – Upgrade Customer Information System
7
Strategic and Tactical Linkage
• The CIS effort supports IT’s philosophy to: – Provide reliable, efficient and excellent customer
service to District personnel and customers – Maintain highly secure and available systems – Look for both functional and technical opportunities
to enable operational excellence: • Increase productivity • Improve decision making • Optimize costs • Facilitate financial, asset, risk and compliance management • Provide excellent customer experience
Customer Experience - Future Options
Improved customer portals
Outage maps Mobile options Pre-paid metering
Better organization of customer contacts
2-way metering –data management
9
Estimated Project Costs & Timeframe
$245,000 2016 O&M Software Selection / Procurement Consultant
$2.5M to $4.5M Working Estimate (Capital & O&M) (Subject to change as requirements
identified and options evaluated)
Implement CIS Q1 2017 to Q2 2018 (CIS implementation timeline dependent on
software selected, but 18 months is typical timeframe for an entity of our size)
10
Current activities • Engage consultant to assist in CIS/MDM RFP process • Oracle and NISC software demos • Site visits • Collaboration between CIS replacement, advanced
2-way metering and outage management options
11
RFP Consultant Details • CIS/MDMS Assessment
– CIS/MDMS Industry Educational Workshops – Needs Assessment – Systems Environment Review – Business, Functional & Technical Work Sessions – Risk Register
• CIS/MDMS Selection and Procurement – Establish Scoring Criteria – Vendor Evaluation & Demos – Evaluation of Vendor Responses – Vendor Selection / Confirmation – Contract negotiations
12
Tentative Schedule
• Retain RFP Consultant Underway • Develop RFP Q2 2016 • Execute RFP Q3 2016 • Procure Software Q4 2016 • Retain System Integrator Q4 2016-Q1 2017
Project Org Chart Project Sponsors
John Stoll / Kelly Boyd
CIS/MDM/AMI Program Manager
Sam Dilly
Functional Leader Kerri
Wendell
IT Technical Leaders
Ken Smith DJ Doughty
Fiber & Telecom
Bob Shane
Other Stakeholders
System Operations Chad Bowman
Engineering Chad Rissman
Communications Suzanne Hartman
ERM Mark Mullins
Finance Jon Borell
Cyber Security Randy Pauli
CU Ops Leader Andy
Wendell
Conservation Andrew Grassell
System Integrator Project Manager
Legal & Procurement
Karen Wiggum
Craig
Weddle
14
Next Steps • Request Board approval of
resolution for Software Selection and Procurement Consultant
January 2016
• Overview of advanced two-way metering project Q1 2016
• Periodic status updates for CIS/MDM, advanced two-way metering and related options
Throughout 2016
Recommended