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

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

2 Agenda History and Project Set fit 2015 Research Agenda Five Year Plan Poll Results suggested topics 2

3 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 3

4 2015 IntelliGrid ICT Program Changes ICT Emerging Technologies & Tech Transfer (161A) Changes for 2015 Enterprise Architecture & Integration (161E) Added Project Sets: Enterprise Architecture (161E) Advanced Metering/AMI (161F) Drivers Facilitates engagement with member subject matter experts ICT for Transmission (161B) ICT for Distribution (161C) ICT for DER (161D) Advanced Metering Systems (161F) Enables members to effectively apply the research results Changing Program name Information and Communication Technology (ICT) 4

5 161E: Enterprise Architecture and Systems Integration Enterprise Architecture and Systems Integration (161E) Technical Executive & Project Set 161E Lead Dr. Gerald Gray Matt Wakefield, Director ICCS Scott Sternfeld, Technical Advisor Don Von Dollen, Sr. Program Mgr Questions? 5

6 2015 Research Agenda 6

7 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 161E Project Set Lead: Gerald R. Gray ggray@epri.com, (865)

8 Core Enterprise Architecture Deliverable: Business Architecture Repository 161E 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 resource Approach: 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 Business architecture informs and drives all other architecture phases 8

9 Enterprise Systems Integration Deliverable: Cloud Integration Guidebook 161E 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 improves the speed of execution 9

10 IT/OT Convergence Deliverable: IT/OT Convergence Strategies whitepaper Issue: 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 161E 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 10

11 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) 11

12 Five Year Plan 12

13 161E 5 Year plan 161E Enterprise 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 13

14 161E 5 Year Plan 161E 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 14

15 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 15

16 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 Emerging Technologies & Tech Transfer (161A) Enterprise Architecture & Integration (161E) ICT for Trans (161B) ICT for Dist (161C) ICT for DER (161D) Advance d Metering Systems (161F) 16

17 Emerging Technologies and Technology Transfer: 161A Approach: Analysis and tracking of smart grid 161A Standards Emerging technologies Best practices Communications Technology Technology transfer support for ALL Integrated Communication and Technology (ICT) R & D projects. ICTHotline@epri.com Project Set Lead: Don Von Dollen dvondoll@epri.com (650)

18 Interoperability Standards & Communications Technology Tracking and Analysis Issue The major impact of rapidly evolving standards and communications technologies 161A 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 18

19 ICT Technology Transfer Activities Issue To receive value from our research, members must be aware of what we are doing and implement the results 161A Approach Communicate research results in a variety of ways: Technical reports Webcasts Newsletters Receive the results of our work in the format that works best for YOU! 19

20 Discussion 20

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