Walk-in Slide: AU 2014 Social Media Feed Click on the link below, this will open your web browser http://aucache.autodesk.com/social/visualization.html Use “Extended Display” to project the website on screen if you plan to work on your computer. Use “Duplicate” to display same image on screen and computer.

Standardizing for a SDS World Michael Goins, PE, MBA Senior Engineer/Program Manager for SDS at Duke Energy Chairman SDS Industry Consortium

Bio Michael is the Program Manager for the SDS suite of software products all of the Duke Energy Transmission Engineering offices. Michael also acts as Chairman of the SDS Industry Consortium. Michael has over 24 years of experience in civil engineering and intelligent design. Michael Goins received his bachelor's degrees from North Carolina Wesleyan College and his master's degree from East Carolina University, and he is a licensed professional engineer in the state of North Carolina.

Bio

Class summary This class will discuss the value of standardization as a channel of innovation for the usage of Inventor software, AutoCAD Electrical software, SDS toolkits and Vault software.

Key learning objectives At the end of this class, you will be able to: Discover effective practices in the utilization of standards Understand the difference between standard setup vs. standard design Recognize dangers of a non-standard setup Discover how effective practices can be a product of standardization

Effective Practices in the Utilization of Standards

What is standardization? Let’s watch this video on standardization… http://youtu.be/nDv5lC8YJpk

What is standardization? Everyone follows a set series of steps to complete a process without variation Doesn’t mean there’s no variation in the data Regional Retail Designs Establishes guidelines that are auditable at every step Produces same result time after time

Duke Energy Transmission Engineering 5 Engineering Offices (Charlotte, Raleigh, Lake Mary, Plainfield, Cincinnati) each with 100+ yrs of history Over 7700 Electrical Substations in 6 states

What do we mean by standards? At Duke Energy: Utility specific retail standards 5 regional offices How do we handle these differences at Duke Energy? Centralized Standards group

What do we mean by standards? VP of Engineering Regional Engineering Offices Asset Management FL OH IN RAL CLT Design Tool Standards Best Practice Team 2 ACADE ea region 2 Inventor ea region

What do we mean by standards? At Industry Level: SDS Industry Consortium Standardized Library Development Standardized Workflows Standardized Training

What do we mean by standards? At Company Level: Retail Standards/Circuits Standardized Duke Energy Library Development Standardized Duke Energy Workflows Standardized Duke Energy Training

Manufacturer Supplied Industry Standards Common core attributes (nameplate data): Manufacturer Voltage High/ Low Current Rating Serial Number Weight Model Number SDS Library Manufacturer Supplied Vendor Supplied Engineering Produced

Standard Setup vs. Standard Design

Standard Setup vs. Standard Design Duke Energy users receive Icon menu as Standard setup In ACADE Icons used to access library items

Standard Setup vs. Standard Design Components (IEEE) – Enterprise Standard Grouped Components - Standard Retail Schemes

Standard Setup vs. Standard Design Standard Retail Circuits starting point for regional design

Standard Setup vs. Standard Design Enterprise Circuit Breaker 3D Model

Standard Setup vs. Standard Design Regional Retail Standard

Regional Engineering Offices Master Librarian Role VP of Engineering Regional Engineering Offices Asset Management FL OH IN RAL CLT Design Tool Standards Master Librarian 1 ACADE ea region 1 Inventor ea region

Librarians receive and pass L3 training and examination SDS Library Librarians receive and pass L3 training and examination Checkpoint for their region’s library Part of librarian BPT Re-use parts/assemblies region to region Periodically audit other region’s library Ensure standardization Develop best practices

Dangers Of Non-Standardization

Non-Standardization Promotes Waste Non-value added activities Making changes to multiple sheets rather than one place Manual BOM validation Cross referencing multiple sheets manually Construction confusion cost big $$ Engineering diagnostics cost $

Promotes risk in the business Non-Standardization Promotes risk in the business Risk of only 1 or 2 people knowing how to do a job What happens if they retire? Or just leave? Work becomes an island No path to get there No path to get from there Ex. Library Items are not re-useable We don’t know what we’ve got Ex. Duke Energy library re-build AGAIN

Promotes human performance issues in the business Non-Standardization Promotes human performance issues in the business Customer service is different depending on who serves you Each engineer does things differently What if he or she leaves? Construction spends time interpolating each engineer’s deliverable

Why do we need standards? Repeatable deliverable We know exactly what we’re going to get Repeatable configuration Makes support easy Repeatable library foundational items Governance Q/A is simpler Items are re-useable

Why do we need standards? Repeatable deliverable We know exactly what we’re going to get Repeatable workflows Q/A becomes simpler Best practices can truly be achieved Build on the foundation

Why do we need standards? Eliminate Setup Variation Multiple different deployments/configuration per office Makes support difficult Problem Diagnostics difficult

Why do we need standards? Minimize output variation No matter who does the work, get same result .

Effective Practices As A Product Of Standardization

Effective Practices From Standardization Minimize variation No matter who does the work, get same result Standard Configuration/Installation Standard Library Development Standard Training Standard Workflow Produces same results regardless of Duke Energy region

Effective Practices from Standardization Standard Software Deployment Desktop Based Citrix Based Makes troubleshooting much easier Next upgrade has common foundation to start from and understand new version deltas With standardization, you know where you come from so you can find a path to where you want to go to

Effective Practices from Standardization Minimize variation No matter who does the work, get same result Standard Configuration/Installation Standard Library Development Standard Training Standard Workflow Produces same results regardless of Duke Energy region

Manufacturer Supplied Effective Practices Repository Manufacturer Supplied Vendor Supplied Engineering Produced

Industry Repository w/Std Attributes Effective Practices Duke Energy Library Industry Repository w/Std Attributes

Effective Practices Minimize variation No matter who does the work, get same result Standard Configuration/Installation Standard Library Development Standard Training Standard Workflow Produces same results regardless of Duke Energy region

Industry Standards SDS Training L1 Parts Builder L2 Designer L3 Librarian

Effective Practices Minimize variation No matter who does the work, get same result Standard Configuration/Installation Standard Library Development Standard Training Standard Workflow Produces same results regardless of Duke Energy region

Effective Practices Industry Repository w/Std Attributes Duke Energy Std Library Produce Duke Energy Regional Stds Standard Workflow Produce Capital Projects Effective Practices

Effective Practices Can get industry Std Library parts Make them utility Specific Use your library to Make assemblies and Catalog items from Std parts

Equipment Arrangements Structures Equipment Arrangements

Effective Practices Can build retail Standards into library Use standards as Start of project work

Effective Practices Build out entire project

Effective Practices Standard Detail Drawings/section cuts

Effective Practices Standard details

Effective Practices Minimize variation No matter who does the work, get same result Standard Configuration/Installation Standard Library Development Standard Training Standard Workflow Produces same results regardless of Duke Energy region

Standardize Processes We know exactly what we’re going to get No matter who does the work, get same result Repeatable process across Duke Energy Every region’s users: Have same installation/configuration Same library development/governance process Same software workflows even with different standard retail designs Same SDS training program

Session Feedback Via the Survey Stations, email or mobile device AU 2014 passes given out each day! Best to do it right after the session Instructors see results in real-time

SDS Industry Consortium Website Questions? michael.goins@duke-energy.com SDS Industry Consortium Website substation360.com