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Unbilled revenue applications
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Unbilled revenue applications
Hi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
14 Replies
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Oracle Utilities – CCB, OUA (BI/BW)
——————————
Hema Sundaram
Senior Manager, BI & Analytics
Portland General Electric
Portland OR
6265065684
——————————
——————————————-
Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
To add to Hema’s response,
We have customer Oracle CCB processes that Pull Oracle MDM reads and either Calculate amounts using the RateCheck process or Estimate with errors occur. This process puts data into custom tables that are then used to generate the report from via OUA
Very problematic process with tight time lines for the SLA to be useful for account that can be no reading issues that are outstanding at the time of execution, with is infrequent for some of our interval meters.
——————————————-
Original Message:
Sent: 10/16/2020 1:47:00 PM
From: Hema Sundaram
Subject: RE: Unbilled revenue applicationsOracle Utilities – CCB, OUA (BI/BW)
——————————
Hema Sundaram
Senior Manager, BI & Analytics
Portland General Electric
Portland OR
6265065684
——————————
——————————————-
Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
As I mentioned in another thread NYPA is using Colibra and Trillium for data management, but at the moment only for our AWS data lake. For corporate wide data, I would say it’s quite a while off. When we upgrade to SAP Hana, MDM could be considered for that environment. SAP though, if configured properly (and it is time consuming) can be done so with proper controls on data entering the system.
——————————
Ben Ettlinger
Emerging Technologies
Enterprise Architecture & Engineering Group
New York Power Authority
White Plains, NY
914 681 6496
——————————
——————————————-
Original Message:
Sent: 10-15-2020 12:47
From: Leslie Cook
Subject: Master Data Management (MDM) Software – Do you have it in place?Hello UAI Members,
I noticed I never got a reply on this post, so I want to circle the question back around to see if anyone can help. The original message…
We have a UAI Utility Member that is looking into getting Master Data Management (MDM) software for their data governance initiative. Do you have MDM software in place? If yes, would you be willing to be introduced to this other Utility Member and have a conversation with them to give your feedback? If yes, please reply to this post or feel free to reach out to me directly at lcook@utilityanalytics.com and I will make the introductions.
Thank you so much! I look forward to your reply.
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————Original Message:
Sent: 08-04-2020 09:55
From: Leslie Cook
Subject: Master Data Management (MDM) Software – Do you have it in place?Dear UAI Members,
I hope you are well. We have a UAI Utility Member that is looking into getting Master Data Management (MDM) software for their data governance initiative. Do you have MDM software in place? If yes, would you be willing to be introduced to this other Utility Member and have a conversation with them to give your feedback? If yes, please reply to this post or feel free to reach out to me directly at lcook@utilityanalytics.com and I will make the introductions.
Thank you so much! I look forward to your reply.
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
—————————— -
Its standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
——————————————-
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
We use SAP ISU as well.
——————————
Ben Ettlinger
Emerging Technologies
Enterprise Architecture & Engineering Group
New York Power Authority
White Plains, NY
914 681 6496
——————————
——————————————-
Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
Hawaiian Electric also uses SAP for this.
——————————
Rosemary Peh
Hawaiian Electric Company
Operations Excellence Director
(808) 543-4790 | rosemary.peh@hawaiianelectric.com
Please consider the environment before printing this email
——————————
——————————————-
Original Message:
Sent: 10-19-2020 07:58
From: Ben Ettlinger
Subject: Unbilled revenue applicationsWe use SAP ISU as well.
——————————
Ben Ettlinger
Emerging Technologies
Enterprise Architecture & Engineering Group
New York Power Authority
White Plains, NY
914 681 6496
——————————Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
Hi Again
For the utilities stating they are using SAP ISU module for unbilled revenue (Ben, Astrid) are the estimates derived using monthly bills or is AMI data being utilized for the full population of customers.
Others, please feel free to chime in with your solution. The data points are being used for an internal study we are undertaking on unbilled revenue applications.
Thanks
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
——————————
——————————————-
Original Message:
Sent: 10-16-2020 13:46
From: Hema Sundaram
Subject: Unbilled revenue applicationsOracle Utilities – CCB, OUA (BI/BW)
——————————
Hema Sundaram
Senior Manager, BI & Analytics
Portland General Electric
Portland OR
6265065684
——————————Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
We don’t have AMI yet, so yes, just the monthly reads are being used as the basis for the simulation. Though we have come across issues with the process. I can provide more info if needed.
——————————————-
Original Message:
Sent: 10/20/2020 8:52:00 AM
From: Claude Godin
Subject: RE: Unbilled revenue applicationsHi Again
For the utilities stating they are using SAP ISU module for unbilled revenue (Ben, Astrid) are the estimates derived using monthly bills or is AMI data being utilized for the full population of customers.
Others, please feel free to chime in with your solution. The data points are being used for an internal study we are undertaking on unbilled revenue applications.
Thanks
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
——————————
——————————————-
Original Message:
Sent: 10-16-2020 13:46
From: Hema Sundaram
Subject: Unbilled revenue applicationsOracle Utilities – CCB, OUA (BI/BW)
——————————
Hema Sundaram
Senior Manager, BI & Analytics
Portland General Electric
Portland OR
6265065684
——————————Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
NYPA is basically a generation and transmission utility and now developing into a provider of electric services as well. We have a very limited amount of local delivery and hence a much more limited commitment to AMI.
——————————
Ben Ettlinger
Emerging Technologies
Enterprise Architecture & Engineering Group
New York Power Authority
White Plains, NY
914 681 6496
——————————
——————————————-
Original Message:
Sent: 10-20-2020 10:34
From: Astrid Gambill
Subject: Unbilled revenue applicationsWe don’t have AMI yet, so yes, just the monthly reads are being used as the basis for the simulation. Though we have come across issues with the process. I can provide more info if needed.
Original Message:
Sent: 10/20/2020 8:52:00 AM
From: Claude Godin
Subject: RE: Unbilled revenue applicationsHi Again
For the utilities stating they are using SAP ISU module for unbilled revenue (Ben, Astrid) are the estimates derived using monthly bills or is AMI data being utilized for the full population of customers.
Others, please feel free to chime in with your solution. The data points are being used for an internal study we are undertaking on unbilled revenue applications.
Thanks
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
——————————Original Message:
Sent: 10-16-2020 13:46
From: Hema Sundaram
Subject: Unbilled revenue applicationsOracle Utilities – CCB, OUA (BI/BW)
——————————
Hema Sundaram
Senior Manager, BI & Analytics
Portland General Electric
Portland OR
6265065684Original Message:
Sent: 10-16-2020 12:58
From: Astrid Gambill
Subject: Unbilled revenue applicationsIts standard functionality in the SAP ISU Module. Batch jobs to generate the simulated bills, which go over to the BW system for reporting.
Original Message:
Sent: 10/16/2020 8:14:00 AM
From: Claude Godin
Subject: Unbilled revenue applicationsHi All
Doing a quick canvass of member utilities on what applications (vendor based or home grown) they use to give the Finance Department estimates of unbilled revenue for calendar-based revenue reporting.
——————————
Claude Godin
Principal Consutant
DNV GL
Raleigh NC
919 539 3231
—————————— -
Last year Brett Vanderblock, a member of our team, created a portal for our fisheries biologists so that they could better access data we are collecting. He put together some simple visualizations as well as the ability to download the data directly for them to perform additional analyses in the field. This allowed them to go to one place to access multiple streams of data and they could also more easily specify the specific time period they were interested in looking at.
——————————
Travis Metcalfe
Strategy, Innovation, and Engagement Manager
Tacoma Power
Tacoma WA
2535028149
——————————
——————————————-
Original Message:
Sent: 10-01-2020 14:27
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestHello again, UAI Members,
It’s a great day at UAI! The September 2020 member favorite for the “Best Visualization of the Month” contest was announced this morning and now I present to you the theme for the October 2020 “Best Visualization of the Month” contest…
October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
In collaboration with the UAI Connect Ambassadors — a team of member volunteers that help drive engagement and encourage member collaboration on UAI Connect — UAI will host a monthly contest on the Ask Your Network forum on UAI Connect. Each month, we will post a themed “Best Visualization of the Month” contest. The monthly theme will be selected by our UAI Connect Ambassadors. We also encourage you to submit your ideas for monthly themes on an ongoing basis. You can submit those to me at lcook@utilityanalytics.com or just post your ideas on the Ask Your Network discuss forum.
This monthly contest is set-up to encourage you to post your data visualizations in regard to the given month’s theme. All during the month, we hope you will reply to that month’s contest post to share your data visualizations (no matter how simple, functional, elaborate, or complicated) and include a short description as it relates to your visualization. You can attached your visualization to your reply or embed it within the reply.
One week prior to the end of the month, we will reply to the post with a survey link that will poll members to select their favorite visualization. When selecting your favorite each month, consider criteria like, how automated is the visualization, where is the visualization pulling the data, how easy is the visualization to understand, etc. (of course this criteria is not required, but we wanted to pass along some example criteria to consider while selecting your favorite visualization).
We will close the poll at the end of the day on the last business day of the month. We will announce the member favorite at the beginning of the next month. The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable monthly exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Let the games begin!Have fun,
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
—————————— -
Thanks so much for sharing your self-service dashboards, @Travis, for the October 2020 Best Visualization of the Month Contest. This was a great reminder to all to share your self-service dashboards before next week!
Voting for the member favorite will begin early next week, so don’t forget to share this week!
The October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
And don’t forget… The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Thanks to all!Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————
——————————————-
Original Message:
Sent: 10-21-2020 13:38
From: Travis Metcalfe
Subject: October 2020 Theme – Best Visualization of the Month ContestLast year Brett Vanderblock, a member of our team, created a portal for our fisheries biologists so that they could better access data we are collecting. He put together some simple visualizations as well as the ability to download the data directly for them to perform additional analyses in the field. This allowed them to go to one place to access multiple streams of data and they could also more easily specify the specific time period they were interested in looking at.
——————————
Travis Metcalfe
Strategy, Innovation, and Engagement Manager
Tacoma Power
Tacoma WA
2535028149
——————————Original Message:
Sent: 10-01-2020 14:27
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestHello again, UAI Members,
It’s a great day at UAI! The September 2020 member favorite for the “Best Visualization of the Month” contest was announced this morning and now I present to you the theme for the October 2020 “Best Visualization of the Month” contest…
October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
In collaboration with the UAI Connect Ambassadors — a team of member volunteers that help drive engagement and encourage member collaboration on UAI Connect — UAI will host a monthly contest on the Ask Your Network forum on UAI Connect. Each month, we will post a themed “Best Visualization of the Month” contest. The monthly theme will be selected by our UAI Connect Ambassadors. We also encourage you to submit your ideas for monthly themes on an ongoing basis. You can submit those to me at lcook@utilityanalytics.com or just post your ideas on the Ask Your Network discuss forum.
This monthly contest is set-up to encourage you to post your data visualizations in regard to the given month’s theme. All during the month, we hope you will reply to that month’s contest post to share your data visualizations (no matter how simple, functional, elaborate, or complicated) and include a short description as it relates to your visualization. You can attached your visualization to your reply or embed it within the reply.
One week prior to the end of the month, we will reply to the post with a survey link that will poll members to select their favorite visualization. When selecting your favorite each month, consider criteria like, how automated is the visualization, where is the visualization pulling the data, how easy is the visualization to understand, etc. (of course this criteria is not required, but we wanted to pass along some example criteria to consider while selecting your favorite visualization).
We will close the poll at the end of the day on the last business day of the month. We will announce the member favorite at the beginning of the next month. The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable monthly exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Let the games begin!Have fun,
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
—————————— -
Hello UAI Members,
One final reminder… Don’t forget to share your data visualization for the October 2020 Best Visualization of the Month Contest.
Voting for the member favorite will begin tomorrow!
The October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
You can share your dashboards by replying to this post. ICYMI… What is the UAI Best Visualization of the Month contest?
Thanks to all!
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————
——————————————-
Original Message:
Sent: 10-21-2020 21:09
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestThanks so much for sharing your self-service dashboards, @Travis, for the October 2020 Best Visualization of the Month Contest. This was a great reminder to all to share your self-service dashboards before next week!
Voting for the member favorite will begin early next week, so don’t forget to share this week!
The October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
And don’t forget… The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Thanks to all!Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————Original Message:
Sent: 10-21-2020 13:38
From: Travis Metcalfe
Subject: October 2020 Theme – Best Visualization of the Month ContestLast year Brett Vanderblock, a member of our team, created a portal for our fisheries biologists so that they could better access data we are collecting. He put together some simple visualizations as well as the ability to download the data directly for them to perform additional analyses in the field. This allowed them to go to one place to access multiple streams of data and they could also more easily specify the specific time period they were interested in looking at.
——————————
Travis Metcalfe
Strategy, Innovation, and Engagement Manager
Tacoma Power
Tacoma WA
2535028149Original Message:
Sent: 10-01-2020 14:27
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestHello again, UAI Members,
It’s a great day at UAI! The September 2020 member favorite for the “Best Visualization of the Month” contest was announced this morning and now I present to you the theme for the October 2020 “Best Visualization of the Month” contest…
October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
In collaboration with the UAI Connect Ambassadors — a team of member volunteers that help drive engagement and encourage member collaboration on UAI Connect — UAI will host a monthly contest on the Ask Your Network forum on UAI Connect. Each month, we will post a themed “Best Visualization of the Month” contest. The monthly theme will be selected by our UAI Connect Ambassadors. We also encourage you to submit your ideas for monthly themes on an ongoing basis. You can submit those to me at lcook@utilityanalytics.com or just post your ideas on the Ask Your Network discuss forum.
This monthly contest is set-up to encourage you to post your data visualizations in regard to the given month’s theme. All during the month, we hope you will reply to that month’s contest post to share your data visualizations (no matter how simple, functional, elaborate, or complicated) and include a short description as it relates to your visualization. You can attached your visualization to your reply or embed it within the reply.
One week prior to the end of the month, we will reply to the post with a survey link that will poll members to select their favorite visualization. When selecting your favorite each month, consider criteria like, how automated is the visualization, where is the visualization pulling the data, how easy is the visualization to understand, etc. (of course this criteria is not required, but we wanted to pass along some example criteria to consider while selecting your favorite visualization).
We will close the poll at the end of the day on the last business day of the month. We will announce the member favorite at the beginning of the next month. The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable monthly exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Let the games begin!Have fun,
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
—————————— -
Hello UAI Members,
Thanks so much to @Silas, Director of Diversity, Equity and Inclusion from Evergy for facilitating and sharing, and to those that joined us for the one-hour meet-up last week on October 22, 2020 on the topic of “Developing a Diversity, Equity, & Inclusion (DE&I) Strategy and Dashboard”.
The recording of our meet-up has been added to the Ask Your Network Library and is ready to work or for download at https://connect.utilityanalytics.com/viewdocument/developing-a-diversity-equity-in.
During this meet-up, our facilitator Silas Dulan, shared what they are doing around DE&I at Evergy. We also heard from multiple members with questions and input on what they are doing around DE&I strategies and dashboards within their utilities.
During the session, a member asked for more information about one of Silas’ slides that included a puzzle piece. Silas shared the following with me: “Here is that link for the puzzle piece I borrowed for my presentation.
Thanks!
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————
——————————————-
Original Message:
Sent: 10-01-2020 04:02
From: Leslie Cook
Subject: Developing a Diversity, Equity & Inclusion Strategy and DashboardHello UAI Members,
Thanks to everyone that took the Doodle survey to determine the best time to meet to discuss the topic of “Developing a Diversity, Equity & Inclusion Strategy and Dashboard“, in an informal environment where you can share ideas and exchange information. The winning date and time for this informal meet-up is as follows.
- Save the Date! Thursday, October 22 at 2:00-3:00 pm CT (12-1pm PT/ 1-2pm MT/ 3-4pmET)
We will send out calendar invites with Microsoft Teams login and dial-in details to everyone that took the Doodle survey. If you did not take the Doodle survey, but still have an interest in joining us for this discussion, please reply to this thread or send me an email to request an invite.
Thanks for your interest in this topic!
Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————Original Message:
Sent: 09-28-2020 20:29
From: Leslie Cook
Subject: Developing a Diversity, Equity & Inclusion Strategy and DashboardHello UAI Members,
Several members have reached out to me to request an opportunity to collaborate with @Silas and any other members interested in discussing this topic, i.e. “Developing a Diversity, Equity & Inclusion Strategy and Dashboard“, in an informal environment where you can share ideas and exchange information. I would like to help coordinate this Microsoft Teams meeting. Silas and his team are available on the dates/times listed below. Please take this Doodle survey to let me know which date/time option works best for you. The Doodle requires you to submit your email, so I know who to include on the meeting invite.
Dates included in the Doodle survey (time zones in the Doodle automatically adjust to your own time zone):
- Thursday, October 22 at 2:00-3:00 pm CT (12-1pm PT/ 1-2pm MT/ 3-4pmET)
- Wednesday, October 20 at 12:00-1:00 pm CT (10-11am PT/ 11am-12p MT/ 1-2pm ET)
- Thursday, November 5 at 12:00-1:00 pm CT (10-11am PT/ 11am-12p MT/ 1-2pm ET)
Take the Doodle at https://www.doodle.com/poll/zn8h6rvdue4bs7qv. The sooner you take the Doodle survey, the sooner I can schedule this on your calendar to save the date/time.
Thanks!Leslie
——————————
Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.comOriginal Message:
Sent: 09-24-2020 14:26
From: Travis Metcalfe
Subject: Developing a Diversity, Equity & Inclusion Strategy and DashboardI tend to think HR/People analytics is a topic under the umbrella of UAI.
Sam, I would be curious to know what some of the different areas are that you are including in your HR Scorecard. We just completed a brainstorming exercise to try and identify a few of the different areas we want to begin parsing together but we are a ways out from actually having a dashboard right now.
Thanks,
Travis
——————————
Travis Metcalfe
Strategy, Innovation, and Engagement Manager
Tacoma Power
Tacoma WA
2535028149Original Message:
Sent: 09-24-2020 13:13
From: Sam Held
Subject: Developing a Diversity, Equity & Inclusion Strategy and DashboardHi Silas,
We already include some diversity metrics on our dashboard and HR Scorecard and have been pulling more in depth data outside of the dashboard for D&I updates to our Executive Steering Committee and Employee Resource Groups. We are still working on adding more data for insights. Not too much discussion here because people or HR analytics is not a topic covered by UAI. We had that discussion last week among advisory group members of EHRG (group of those involved with HR Metrics & Reporting) and previously among members of the CEWD Workforce Planning Council that I am a member of.
Reach out to me if you want to discuss more offline.
Sam Held
Analyst, Workforce Planning & Analytics
TVA
saheld@tva.gov——————————
Sam Held
Analyst, Workforce Planning & Analytics
TVA
423-751-2220Original Message:
Sent: 09-15-2020 12:55
From: Silas Dulan
Subject: Developing a Diversity, Equity & Inclusion Strategy and DashboardHello UAI Members,
We are currently working on a Diversity, Equity & Inclusion (DE&I) strategy that is firmly based in data analytics. As a company, we want to reflect the communities we have the pleasure of serving. With that, our communities are evolving and we must do the same. Moreover, we understand that representation matters. To fundamentally understand our internal demographics in contrast to the communities we serve will allow us to benchmark, goal set and move strategically.
Along with developing a Diversity, Equity & Inclusion strategy, we are in the process of developing a DE&I dashboard. Issues we are currently discussing in regard to our strategy and dashboard include: how transparent do we want to be with the reporting (e.g. all ee access), data security, what specific metrics to track, etc.
We would ultimately like to connect with other UAI members that are working on or who have a DE&I strategy and/or DE&I dashboards. We would like to connect with others dealing with the same issues, so we can learn from you to help develop our strategy and dashboards.
Please feel free to reply to this post or reply directly to me to connect. Thanks in advance for your help!
Respectfully,
Silas
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Silas Dulan
Director of Diversity, Equity and Inclusion
Evergy
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The Chelan County PUD developed this self-service dashboard for safety metrics. The user can filter on the organization hierarchy using the Dept Lev # filters which work on all tabs. They can also click on any item in a visualization and filter the data on the tab i.e. select the month on the Injury by Month chart and all elements on the page will be filtered on that month. Multiple tabs give the users access to prior periods, 10-year trends, close calls, property damage, etc. statistics.
Thanks!
Scott
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Scott Taylor
Cognos Administrator / Sr. Strategic Financial Planning Analyst
Chelan PUD
Wenatchee WA
509 661-4332
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Original Message:
Sent: 10-26-2020 14:27
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestHello UAI Members,
One final reminder… Don’t forget to share your data visualization for the October 2020 Best Visualization of the Month Contest.
Voting for the member favorite will begin tomorrow!
The October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
You can share your dashboards by replying to this post. ICYMI… What is the UAI Best Visualization of the Month contest?
Thanks to all!
Leslie
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Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
——————————Original Message:
Sent: 10-21-2020 21:09
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestThanks so much for sharing your self-service dashboards, @Travis, for the October 2020 Best Visualization of the Month Contest. This was a great reminder to all to share your self-service dashboards before next week!
Voting for the member favorite will begin early next week, so don’t forget to share this week!
The October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
And don’t forget… The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Thanks to all!Leslie
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Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.comOriginal Message:
Sent: 10-21-2020 13:38
From: Travis Metcalfe
Subject: October 2020 Theme – Best Visualization of the Month ContestLast year Brett Vanderblock, a member of our team, created a portal for our fisheries biologists so that they could better access data we are collecting. He put together some simple visualizations as well as the ability to download the data directly for them to perform additional analyses in the field. This allowed them to go to one place to access multiple streams of data and they could also more easily specify the specific time period they were interested in looking at.
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Travis Metcalfe
Strategy, Innovation, and Engagement Manager
Tacoma Power
Tacoma WA
2535028149Original Message:
Sent: 10-01-2020 14:27
From: Leslie Cook
Subject: October 2020 Theme – Best Visualization of the Month ContestHello again, UAI Members,
It’s a great day at UAI! The September 2020 member favorite for the “Best Visualization of the Month” contest was announced this morning and now I present to you the theme for the October 2020 “Best Visualization of the Month” contest…
October 2020 Theme: Self-Serve Dashboards — Share your dashboards used for self-service that eliminate the need for users to make requests of others to provide data and/or insights.
ICYMI… What is the UAI Best Visualization of the Month contest?
In collaboration with the UAI Connect Ambassadors — a team of member volunteers that help drive engagement and encourage member collaboration on UAI Connect — UAI will host a monthly contest on the Ask Your Network forum on UAI Connect. Each month, we will post a themed “Best Visualization of the Month” contest. The monthly theme will be selected by our UAI Connect Ambassadors. We also encourage you to submit your ideas for monthly themes on an ongoing basis. You can submit those to me at lcook@utilityanalytics.com or just post your ideas on the Ask Your Network discuss forum.
This monthly contest is set-up to encourage you to post your data visualizations in regard to the given month’s theme. All during the month, we hope you will reply to that month’s contest post to share your data visualizations (no matter how simple, functional, elaborate, or complicated) and include a short description as it relates to your visualization. You can attached your visualization to your reply or embed it within the reply.
One week prior to the end of the month, we will reply to the post with a survey link that will poll members to select their favorite visualization. When selecting your favorite each month, consider criteria like, how automated is the visualization, where is the visualization pulling the data, how easy is the visualization to understand, etc. (of course this criteria is not required, but we wanted to pass along some example criteria to consider while selecting your favorite visualization).
We will close the poll at the end of the day on the last business day of the month. We will announce the member favorite at the beginning of the next month. The member favorite will receive pride and glory, bragging rights, and a $10 Starbucks gift card! Our hope is this will be a valuable monthly exercise that is an opportunity to share and learn from one another, help encourage a little spirit of competition, and that you will have some fun!
Let the games begin!Have fun,
Leslie
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Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@endeavorb2b.com
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