Learn from Method360’s Enterprise Information Management practice lead, James Hanck, and EP Energy customer, Chris Josefy as they share lessons learned and best practices in their efforts to improve data quality, performance, and adherence to EP Energy’s capital budget utilization.

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Case Study: How EP Energy
Leverages Information Steward to
Automate their Budget Validation
Process
James Hanck
Vice President, EIM
Method360
Chris Josefy
Business Solutions Lead
Method360|

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© 2015 Method360, Inc. All rights reserved.2
Method360COMPANY OVERVIEWAbout Us
Leading Information Technology Consulting
Services Company
• Headquartered in San Francisco, CA
Local offices in San Diego, Chicago, Dallas,
Pittsburgh, and Calgary
• Celebrating Our 15th Year of Operations
• 100+ Employees Throughout the US
• Focus on Data, Analytics and Quality
Assurance
• Strong Emphasis on Consultant Quality and
Client Relationship
• Onsite, Offsite and Nearshore Capabilities
• Certified SAP Services Partner

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Method360LEVERAGING INFORMATION STEWARDIntroduction
Chris Josefy
Business Solutions Lead
EP Energy
Connect with me on LinkedIn: chrisjosefy
Chris manages the team responsible for all of EP Energy’s
applications in the drilling, completions, facilities, production
operations, production accounting, SCADA, measurement,
SCM, asset management, and HSER areas.

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Method360LEVERAGING INFORMATION STEWARDIntroduction
James Hanck
Vice President, Enterprise Information Management
Method360
Connect with me on LinkedIn: jameshanck
James is co-founder of Method360 and currently leads the enterprise
information management practice. In this role, he leads a team to
analyze, design, and build integration and information governance
solutions to improve businesses’ data quality. He is the author of the
SAP Data Services: The Comprehensive Guide book, published
by SAP PRESS and Rheinwerk Publishing.

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Method360Session Overview
You will learn how to:
• Choose the right toolset to improve Data Governance and the key criteria
to consider
• Measure and track data quality with an eye toward measuring the financial
impact of data quality improvement
• Create custom reporting and visualizations of data quality monitoring
LEVERAGING INFORMATION STEWARD

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Method360Purpose: What We Do LEVERAGING INFORMATION STEWARD
At EP Energy, we have a passion
for finding and producing the
oil and natural gas that
enriches people's lives

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Method360EP Energy Today LEVERAGING INFORMATION STEWARD
ALTAMONT
HAYNESVILLE
EAGLE FORD
WOLFCAMP

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Method360Key Business Drivers
• $2 billion capital budget in 2014
Focused on core oil programs
• To maximize the benefits of this investment, we must drill and complete
wells at the lowest cost and in the fastest time possible
• To measure our execution success, we must accurately capture:
Daily drilling and completion costs against plan
Cycle times throughout the drilling and completion process against plan
LEVERAGING INFORMATION STEWARD

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Method360Importance of Good Data
• The ability to accurately measure these data points in a timely manner
directly goes to the bottom line
• If we do not accurately understand our capital spend at the point of
entry, we risk overrunning our capital and having to drill fewer wells
Fewer new wells = less production = lower EBITDAX
• Conversely, if we understand our cycle times and spend, we may be able
to add additional rig capacity at the end of the year and drill more wells
than originally planned
More new wells = more production = higher EBITDAX
LEVERAGING INFORMATION STEWARD

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Method360The Data Challenge
• Single software program used to track entire drilling and completions
program
• Data captured by users of various backgrounds, skill levels, and training
Daily estimated costs entered at the drilling rigs (80+ laptops deployed to the rig
sites)
Cycle times captured by technicians in corporate office
LEVERAGING INFORMATION STEWARD

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Method360Previous Process
• IT support developed 15 SQL
queries to measure data quality
Each query had to be run 4-5 times to
turn on and off filters related to each
specific business area (effectively
creating 75 queries)
• Entirely manual process once a
week:
Run all of the queries
Compile into summary excel
Email to technicians
• Data only available in summary
format; no detailed row level
failures
LEVERAGING INFORMATION STEWARD

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Method360Solution
• Developed two part solution:
Fully automate all business rules into Information Steward
Create custom universe on top of data insight database to allow structured reporting
LEVERAGING INFORMATION STEWARD

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Method360Information Steward
• Information Steward allowed for all SQL
queries to be translated into rules
• Key decision to structure data domains and
utilize custom quality dimensions to organize
data so that it would natively connect with the
way the users view the world
Data domains broken into business areas
Quality dimensions created to show functional areas
• Completions
• Construction
• Drilling
• Production
• By structuring the data this way, the uptake of
the tool was significantly enhanced by making
it incredibly easy to digest
LEVERAGING INFORMATION STEWARD

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Method360Custom Universe
• Business users still wanted to
receive summary reports on
Friday
• Created custom universe on top
of data insight database in order
to provide detailed information on
rules and score
• Created schedule to send report
on Friday, and also includes link
to interactive scorecard
LEVERAGING INFORMATION STEWARD

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Method360Results and Next Steps
• More and more users are taking ownership of data quality
Data quality scorecard is being reviewed out on the drilling rigs in real time
Technicians make daily upkeep of the data a priority
Current schedule computes scorecard daily; team would like to compute
multiple times during the day to more actively monitor quality
• Business is fully engaged and bought in
Explosion of requests for additional rules and validations to improve other
parts of our drilling and completion process
Multiple disciplines and systems now actively working on data quality
scorecards
LEVERAGING INFORMATION STEWARD

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Method360How’s the Data?
• We now have the confidence that we are accurately and
completely tracking our capital spend and cycle times
• Quality and accuracy of this data has allowed us to make key
decisions at year end to accelerate production growth due to
capital budget insights
LEVERAGING INFORMATION STEWARD

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Method360Where to Start?
• Breaking EP’s journey down into repeatable steps
• The building blocks to set up validation and monitoring with
Information Steward’s Data Insight
• Using the building blocks
LEVERAGING INFORMATION STEWARD

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Method360LEVERAGING INFORMATION STEWARD

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Method360Stats
Data quality is a primary
reason for 40% of all business
initiatives failing to achieve
their targeted benefits
Gartner 2011 on value of DQ
LEVERAGING INFORMATION STEWARD
In 2002 TDWI estimated
that data quality problems
cost U.S. businesses more
than $600 billion a year.
TDWI 2002

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Method360Repeatable Steps LEVERAGING INFORMATION STEWARD
Understand
key
business
drivers
Set goals
Understand
the role of
information
in attaining
those goals
Validate
information
Message
information
quality and
accuracy
Access
other
information
needs
validation
This step requires
that business
process be
understood and
formalized

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Method360Information Steward’s Data Insight
• Source Data Tables and Files
– Centrally monitor and reconcile data across your heterogeneous enterprise systems
• Custom Views
– Create custom views built across source system and data warehouse tables
• Validation Rules
– Create validation rules to identify data reconciliation exceptions
• Validation Rule Bindings
– Assign Validation Rules for re-use across multiple source tables and systems
• Data Quality Scorecards
– Configure data quality scorecards to present graphical interactive dashboards of data
quality exceptions
• Score Tasks
– Schedule and automate the execution of Validation Rules at appropriate intervals
– Cuts data latency and enables Exception Trend Analysis
• Failed Data Tables
– Save records that fail Validation Rules to database tables
– Integrate into automated or manual data remediation processes
LEVERAGING INFORMATION STEWARD
Building Blocks of Data Insight

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Method360Navigating Information Steward LEVERAGING INFORMATION STEWARD
Data Insight
Module
Add Tables
Execute the Rule for
a Table or View
Rule Bindings

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Method360Creating a Validation Rule LEVERAGING INFORMATION STEWARD
Define rules for validating data

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Method360Binding the Validation Rule LEVERAGING INFORMATION STEWARD

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Method360Configuring Scorecard LEVERAGING INFORMATION STEWARD

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Method360Viewing Scorecard LEVERAGING INFORMATION STEWARD
From Scorecard Window

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Method360Viewing Scorecard LEVERAGING INFORMATION STEWARD
From Rule Results

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Method360Key Takeaways LEVERAGING INFORMATION STEWARD
• Add 3 – 5 bullet points

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Method360Questions LEVERAGING INFORMATION STEWARD

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Method360SAP Data Services
And the lucky
winner of the
James Hanck’s
SAP Data
Services book
is…
LEVERAGING INFORMATION STEWARD
SAP Data Services:
The Comprehensive Guide
Written by: James Hanck,
Co-Authors: Bing Chen, Patrick Hanck, Scott
Hertel, Allen Lissarrague, Paul Médaille.

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Method360More webinars…
Check out our YouTube channel to view more webinars on-demand
LEVERAGING INFORMATION STEWARD

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Method360Presenters
Method360
JIM HANCK
415.694.8229
jhanck@method360.com
CONTACT INFORMATION
EP Energy
CHRIS JOSEFY
Christopher.Josefy@epenergy.com

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Method360LEVERAGING INFORMATION STEWARDThank You
E N D - T O - E N D S E R V I C E S . H I G H V A L U E S O L U T I O N S .
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