MDM Presentation to Cloud

1. Moving the MDM to the Cloud
The Big Lift?
Chris Cole
Antony Rithin
June 29, 2022

2. INTRODUCTIONS
Chris Cole
Functional SystemArchitect
AEP
Antony Rithin
Director, Solution Delivery
Red Clay Consulting
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3. AGENDA June 29, 2022
 About Red Clay
 About AEP
 Oracle Journey to Date
 Meter Assessment Strategy
 Proposed Future State
 Q&A
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4. Red Clay by the Numbers
Customer Journey Mapping
Operational Reporting
Robotic ProcessAutomation
TestingAutomation
300+
C2M Implementations
CC&B Upgrades
Advanced MDM
Wholesale/Complex Billing
CSS Implementations
Lodestar Support
Workforce Empowerment
Utility-focused engagements
executed including:
Operations as a Service for
Oracle Energy and Water
Oracle Solution Optimization
200+
Certifications
across 44 unique
specialties
#1
History of being First!
Smart Grid Gateway - Red Clay was the first SI
to achieve SGG certification
Customer to Meter - Red Clay implemented the
first Oracle C2M
Customer Cloud Service - Red Clay is the
first and only Oracle SI partner that has
earned CCS Certification.
Dedicated
Utility
Professionals 3+
Years in
Business
Oracle Edge
Awards
Our team is 100% focused on the utility industry specializing exclusively on Oracle Utility solutions.
100+ 20+
40+
Full Cycle Oracle
Energy and Water
Implementations
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5. About AEP
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6. AEP Service Territory
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7. AEP At A Glance…
~3.7 Million
AMI Meters
1,113,48
9
1,066,82
0
591,10
9
751,20
7
1,20
5
476,60
4
537,16
5 388,52
3
233,663
348,06
3
-
200,00
0
400,00
0
600,00
0
1,000,00
0
800,000
1,200,00
0
AEP
Texas
AEP
Ohio
I&M APC
O
Meter Count by Operating Company
597 29,896
PSO
SWEPCO AMI
Non-AMI
2 Time Zones 6 HES
Environments
Multiple Market &
Service Level
Agreements
~400 Million Daily Scalar & Interval
Measurements
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~5 Million Daily Usage Transactions
and Extracts

8. Oracle Journey to Date
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9. Oracle Journey to Date
• MDM v1.6
(Lodestar)
2008
2016
• MDM v2.1
Upgrade
• Scalability
• Enhancements
2017 - 2020
2021
• MDM v2.3
Upgrade
• ILM
• Enhancements
• CloudAnalysis
• CIS
consolidation
Future
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10. CIS Journey
Customer Information Transformation (CIT)
CIS Pre-
Planning
2018 Early- Stage
Planning
2021
• Net Metering (CCS)
• Special Billing (CCS)
• Minimum Viable Product (CCS)
• Rate Strategy
• Integration Strategy
• Meter Assessment Strategy
2022
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11. Meter Assessment Strategy
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12. Meter Assessment Strategy
Objectives
Analysis of “Legacy” On-Premise MDM
Assess current and future requirements (MDM/SGG, SOM and ODM)
Identify and evaluate future-state options (on-prem, cloud)
Recommend next step for MDM towards CIS consolidation and/or migration
Establish a Performance Strategy
Develop an initial Conversion Strategy
Evaluate other Oracle Products, example: Market Settlements (MSM)
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13. Meter Assessment Strategy
Current State
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14. “Legacy”
MDM
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Remain On-
Premise
Standalone
MDM
C2M
Migrate to
Cloud
PaaS
SaaS
MSCS
M-side of
CCS
Full CCS
Meter Assessment Strategy
Approach No special
requirements
necessitated on-
prem
More benefits
with SaaS
Custom
integrations
to CIS
Breaking
new ground

15. Meter Assessment Strategy
Assessment Details – CCS Recommendation
Pros
• Consolidation condenses program
timeline and costs
• Upgrades/new features available
sooner
• Reduce cyber security risk
• Capital Costs -> Operational Costs
• Early adopter support from Oracle
Cons
• Risk of migrating MDM along with
CIS
• Regression testing due to frequent
upgrades
• Dependency on Oracle DevOps
• One of the first Tier 1 to embrace
CCS
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16. Meter Assessment Strategy
Risks/Opportunities & Recommended Actions
• Avoid redundant TOU registers
• SaaS licensing is by “Channel”
• Maximize use of out-of-the-box
• Meter Templates
• Bill Determinants
Meter Program
Rationalization
Configuration
Readiness
• Reduce amount of config (VEE Optimization)
• Adopt OUTA, also transferrable to SaaS
Regression Testing
• Information Lifecycle Management
• Data Quality
Data Readiness
• Upgrade On-Premise to latest and greatest
• Stay current on Service Packs, closely aligned with Cloud
Maintenance Packs
Environment
Readiness
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17. Meter Assessment Strategy
Risk/Opportunities & Recommended Actions
• Implement native SGG Adapters (L+G and
SSN)
• Fully transferrable to SaaS
Smart Grid
Gateway
• Implement MSM on-prem
• Replaces Legacy system and provides
immediate business benefits
• Expected to be available within CCS shortly
Market
Settlements
• Close alignment with “Legacy” Agile Team
• Consolidated “Big Picture” Roadmap
Ongoing
Enhancements
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18. Customer Information Transformation
What’s Next?
Phase 1
(in-progress)
• Minimum Viable Product
• Net Metering
• Special Billing
Phase 2
(if approved)
• Implementation of various workstream recommendations
• Common Enablement on CCS
• First OpCo rollout into CCS
Phase 3
(if approved)
Continue OpCo rollouts
Enhancements & Improvements
Continue Business/IT readiness
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19. Customer Information Transformation
Proposed Final-State
Field Net
SSN and
L&G
MV90
HE
CCS
ERCOT
Meter Read
Download
Reads and Remarks
Reads and Events
Reads and Events
Commands
Net Metering Special
Billing
Financials
Bill Print
Customer
Portals
CRM
Customer
Support
Payment
Vendors
SG
G
Field Work
OPS
STORMS SPECTRUM
Service
Order
Collection
Order
These are within MACSS
SOM
ODM
MSM
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20. Questions?
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21. 21
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22. Abstract
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Having implemented a multi-operating company and a multi-time zone Oracle Utilities MDM in 2016, AEP
currently has one of the largest on-premise MDM implementations supporting 3.7M AMI meters. As AEP
embarks upon a digital transformation journey to not only better serve its customers but also move to a
modern SaaS architecture for its core M2C systems, different solution and implementation options and
approaches will need to be considered.
Different Oracle systems/components that are part of the SaaS platform like Operational Device
Management (ODM), Service Order Management (SOM), and Smart Grid Gateway (SGG) amongst
others will have to be evaluated to determine their feasibility in the overall solution and their integration
with MDM and other edge systems.
Lastly, no SaaS roadmap or solution is complete unless we take into consideration the conversion effort
and its associated volume. Join us for a conversation as we discuss AEP's SaaS roadmap for systems in
and around MDM and the lessons learned from our initiative.