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Dr. Gerald R. Gray Technical Executive Annual Research Program Briefing for 2015 September 15, 2014 Enterprise Architecture & Integration

Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

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Page 1: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

Dr. Gerald R. GrayTechnical Executive

Annual Research Program Briefing for 2015September 15, 2014

Enterprise Architecture & Integration

Page 2: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

2© 2014 Electric Power Research Institute, Inc. All rights reserved.

Agenda

History and Project Set fitHistory and Project Set fit

2015 Research Agenda2015 Research Agenda

Five Year PlanFive Year Plan

Poll Results – suggested topicsPoll Results – suggested topics

Page 3: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

3© 2014 Electric Power Research Institute, Inc. All rights reserved.

Information and Communication Technology (ICT) Program

The ICT Program conducts research, development and demonstrations that cut across operating domains and the IT and OT departments.

Research Areas:– Interoperability– Communications– Data Management & Analysis– Systems Integration– Advanced Metering

Page 4: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

4© 2014 Electric Power Research Institute, Inc. All rights reserved.

Enterprise Architecture & Integration (161E)Enterprise Architecture & Integration (161E)

ICT for Distribution

(161C)

ICT for Distribution

(161C)

ICT for DER (161D)

ICT for DER (161D)

Advanced Metering Systems

(161F)

Advanced Metering Systems

(161F)

ICT for Transmission

(161B)

ICT for Transmission

(161B)

2015 IntelliGrid ICT Program Changes

ICT Emerging Technologies & Tech Transfer (161A) Changes for 2015 • Added Project Sets:

– Enterprise Architecture (161E)

– Advanced Metering/AMI (161F)

Drivers• Facilitates engagement with

member subject matter experts• Enables members to effectively

apply the research results

Changing Program name • Information and Communication

Technology (ICT)

Page 5: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

5© 2014 Electric Power Research Institute, Inc. All rights reserved.

161E: Enterprise Architecture and Systems Integration

Matt Wakefield, Director ICCS865-218-8087

[email protected]

Don Von Dollen, Sr. Program Mgr.650-855-2210

[email protected]

Scott Sternfeld, Technical Advisor843-619-0050

[email protected]

Enterprise Architecture and Systems Integration (161E)

Technical Executive & Project Set 161E LeadDr. Gerald Gray 865-218-8113 [email protected]

Questions? Email: [email protected]

Page 6: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

6© 2014 Electric Power Research Institute, Inc. All rights reserved.

2015 Research Agenda

Page 7: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

7© 2014 Electric Power Research Institute, Inc. All rights reserved.

161E – Enterprise Architecture and Systems Integration• Developing best practice

enterprise architecture to mitigate risk and create a foundation for execution

• Research Themes:– Core enterprise architecture– Systems Integration– Information Technology (IT) /

Operation Technology (OT) convergence

Project Set Lead: Gerald R. [email protected], (865) 218-8113

161E

Page 8: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

8© 2014 Electric Power Research Institute, Inc. All rights reserved.

Core Enterprise Architecture

Business architecture informs and drives all other architecture phases

161EDeliverable: Business Architecture Repository

Issue:– Architects typically stronger in technology– EPRI use case library useful; but needs work– Use case importer: Based on old template (and

beta)– Key question: Leveraging existing resources to

create a viable business architecture resourceApproach:

– Base importer on new template (IEC 62559)– Refactor and harmonize the EPRI use case library– Import refactored use cases into a reusable

Enterprise Architect repository

Page 9: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

9© 2014 Electric Power Research Institute, Inc. All rights reserved.

Enterprise Systems IntegrationDeliverable: Cloud Integration Guidebook

Issue:– Utilities struggle to understand when/how

to integrate cloud-based services

– How to capitalize cloud investment

Approach:– Demonstrate cloud integration in the EPRI

lab – Develop case studies for the application

and capitalization of cloud resources

Utilizing cloud-based computing improvesthe speed of execution

161E

Page 10: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

10© 2014 Electric Power Research Institute, Inc. All rights reserved.

IT/OT Convergence

Deliverable: IT/OT Convergence Strategies whitepaperIssue:

– Operation technology and support continues to leverage skills and roles that were once the domain of IT as assets in the field grow in capability

Approach:– Expand on the “Re-align,

Re-engage, Re-org” work to fully develop the strategy and gather applicable case studies

– Learn from utility experiences

Aligning scarce resources reduces redundancies and frees up assets for new projects and innovations

161E

Page 11: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

11© 2014 Electric Power Research Institute, Inc. All rights reserved.

161E – Enterprise Architecture and Systems Integration Summary

2015 Projects• Enterprise Architecture

– Business architecture repository

• Enterprise Systems Integration– Cloud-Based Integration

Guidebook

• IT / OT Convergence– Engagement Strategies

End Users of the Research

• Enterprise Architects• Business Architects• Solution Architects• IT Systems Integrators• Operational Systems

Management• Senior Managers (IT/OT

Convergence)

Page 12: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

12© 2014 Electric Power Research Institute, Inc. All rights reserved.

Five Year Plan

Page 13: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

13© 2014 Electric Power Research Institute, Inc. All rights reserved.

161E 5 Year plan

2015 2016Enterprise Architecture

• Business Architecture repository

Systems Integration

• Cloud technology integration guidebook

IT/OT Convergence

• Engagement Strategies whitepaper

Enterprise Architecture

• Guidebook update

Systems Integration

• AMI - SCADA

IT/OT Convergence

• Mapping OT to the EA methodology/architecture

161E

Page 14: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

14© 2014 Electric Power Research Institute, Inc. All rights reserved.

161E 5 Year Plan…

2017 2018 2019

Enterprise Architecture

• EA and ITIL

Systems Integration

• AMI – SCADA

• DERMS Integration update

IT/OT Convergence

• IT/OT Change Management Best Practices

Enterprise Architecture

• Guidebook update

Systems Integration

• OMS and Social Media

IT/OT Convergence

• Connected Enterprise Cost/Benefit Analysis

Enterprise Architecture

• Wearable computers and the enterprise

Systems Integration

• TBD…

IT/OT Convergence

• TBD…

161E

Page 15: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

15© 2014 Electric Power Research Institute, Inc. All rights reserved.

Potential Research Topics

• Relationship between EA and microgrid proliferation– Implications for CIM standards– Strategies to incorporate micro grids, zero energy

districts and related technologies• Portfolio architecture as determinant of IT/OT coordination

strategy• Mapping to/implementing/expanding CIM

• Out of scope => DMD/TMD– BI, analytics and big data in the utility industry– Enterprise data architecture and governance for utility

analytics

Page 16: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

16© 2014 Electric Power Research Institute, Inc. All rights reserved.

Collaboration With Other Programs

• Typical convergence– Operations to enterprise

integration• Past Examples:

– AMI-to-OMS– DERMS enterprise

functions• Future examples

– DERMS updates– AMI-to-SCADA– ???

ICT for Dist

(161C)

ICT for Dist

(161C)

ICT for DER (161D)

ICT for DER (161D)

Advanced

Metering Systems

(161F)

Advanced

Metering Systems

(161F)

ICT for Trans (161B)

ICT for Trans (161B)

ICT Emerging Technologies & Tech Transfer (161A)

Enterprise Architecture & Integration (161E)Enterprise Architecture & Integration (161E)

Page 17: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

17© 2014 Electric Power Research Institute, Inc. All rights reserved.

Emerging Technologies and Technology Transfer: 161AApproach:• Analysis and tracking of smart grid

– Standards

– Emerging technologies

– Best practices

– Communications Technology

• Technology transfer support for ALL Integrated Communication and Technology (ICT) R & D projects.

• Email: [email protected] Project Set Lead: Don Von [email protected] (650) 855-2210

161A

Page 18: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

18© 2014 Electric Power Research Institute, Inc. All rights reserved.

Interoperability Standards & Communications Technology Tracking and AnalysisIssue• The major impact of rapidly evolving standards

and communications technologies

• Tracking development can be overwhelming and costly

Approach• EPRI staff is deeply involved in standards

development and industry activities

• EPRI staff reports on developments and activities and provides analysis on the impacts to utilities

Saving utility staff time tracking standards activities,while gaining a better understanding of the impact of standards

161A

Page 19: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

19© 2014 Electric Power Research Institute, Inc. All rights reserved.

ICT Technology Transfer Activities

Issue• To receive value from our research, members must

be aware of what we are doing and implement the results

Approach• Communicate research results in a variety of ways:

– Technical reports– Webcasts– Newsletters

Receive the results of our work in the formatthat works best for YOU!

161A

Page 20: Dr. Gerald R. Gray Technical Executive Architecture ARP.pdf · Transfer: 161A Approach: • Analysis and tracking of smart grid – Standards – Emerging technologies – Best practices

20© 2014 Electric Power Research Institute, Inc. All rights reserved.

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