1. Integrating work flows of five utilities utilizing Oracle’s WAM
John Lucas, VP, Information Technology, Citizens Energy Group
Paul Dicken, Director, Water Distribution, Citizens Energy Group

2. Quality – Teamwork – Safety – Diversity – Integrity Our Mission
Our Vision
We will fulfill the promise of the Trust to serve our customers and communities with unparalleled excellence and integrity.
Our Values
Quality – Teamwork – Safety – Diversity – Integrity
Our Mission
Citizens Public Trust has served the community 127 years; 400,000 retail customers, 1,100 employees
Water
Wastewater
Thermal (Steam and Chilled Water)
Natural Gas
Other energy related businesses

3. Who we are John Lucas Paul Dicken Citizens VP of IT, Officer
VP/CIO of Major Corporations since 2000
Integrated / delivered major system implementations
Partner of the Business
Paul Dicken
Director of Water Distribution
20 years of Operations Experience
Regulatory Compliance
O & M and Capital Responsibilities

4. Why we are Implementing WAM
Single System for all of Citizens Assets
Data Elements
Support Analysis
Single System to View/Access Activities
Forecasting
Reporting
Standardize Work Processes
Automating Field Data Capture
Completion of Work Orders

5. Why we are Implementing WAM
Manage Assets and Life Cycles
Conditions and Failure Codes
Operational Performance
Optimize Office and Field Personnel
Planning/Scheduling of Resources
Performance Metrics
Improve Customer Satisfaction

6. Implementing Enterprise Asset Management and Work Management Systems
Establish a Business Case, and Get Approval
Utilize Industry and WAM knowledgeable Integrator
Architect for the Future, and implement in manageable chunks
Establish an Enterprise Asset Hierarchy
Integrate with Business Systems to get “best” information for the Operating Unit
Time and Attendance
Inventory
Financials
GIS
PragmaCAD
Test, Test, Train, Train, Train,….

7. Establish a Business Case
Work with the Operating units to determine the value of implementing WAM, and a standard set of procedures/common systems
Establish an initial effort to build detailed requirements, architecture, and integration requirements
Estimate effort, both IT, Partner, and business users
Double it! We always think it will be easier than it is…
Phase in the implementation to mitigate risk and improve chance of success

8. Strategy to Meet Customer Needs
Organizational Decision Making
Territory Alignment
Order Distribution
Detailed Work Management
Multiple Assets in the Field
Forecasting and Budgeting
Dollars to Assets
Reporting Capabilities
Improve Customer Satisfaction

9. Integrated Solutions to Meet Needs
Automation
Enable Intelligent Network
Device Deployment
Construction and Maintenance Management
When To Repair vs. Replace
Cost Control
More Projects Than Budget
Reduce or Defer Capital Spend
Improve Customer Satisfaction

10. We All Have Needs !!! Plant Operations Network Operations Supply Chain
Engineering
Finance
Customer Service

11. Features Highlighted Two-way GIS Integration
Multiple Searches
Work Order, Service Request and PM Information
Follow the Trail
Historical Data
WOW! That many repairs?
Improve Employee and Customer Satisfaction

12. Utilize Industry Integrator
We know how we do our business, and how to keep systems running, but build new ones?
Choose one who understands Utilities and WAM
Always ask if there is a “better” way, not just how we do it.
Give them the chance to contribute as “part of the team”
Keep them engaged when the implementation gets tough, IT WILL

13. Architecture

14. Design a Asset Hierarchy
True value over time on failure analysis requires a common asset hierarchy
Brings the operating users closer to common procedures/work orders
Reduces overall complexity and costs
IT IS TOUGH to get everyone to “agree”

15. Integrate, Integrate, Integrate
What we integrated to:
EBS
Time and Attendance
Project
Supply Chain
Stores
Financials
GIS – ERSI
Truly integrate data and asset IID’s
PragmaCAD
Real time scheduling of field force
Consistent in-Truck systems

16. Q/A