Recap & Action Items: March 30, 2022 EAC Meeting
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Recap & Action Items: March 30, 2022 EAC Meeting
Hello UAI EAC Members,
Thank you for attending the March 30, 2022 UAI Executive Advisory Council (EAC) meeting. It was a pleasure to reconnect for our first EAC meeting of 2022. We sincerely appreciate you taking the time to join us and for the thoughtful input you provided during our discussions.
Please find below a recap of our discussions and action items highlighted in yellow. You will also find the recording of the EAC meeting, a PDF version of the slide deck, a the recap notes in a Word document in the EAC Library.
UAI Executive Advisory Council NOTES
March 30, 2022
AGENDA
- 2022 EAC Meeting Schedule
- UAI Updates
- SAB Updates
- 2022 – 2023 SAB Members
- NEW SAB Member Introductions
- 2022 Sub-Committees
- Project Profile Updates
- EAC Discussion
- New Training Classes
- What is important to you for discussion in May at the in-person EAC meeting at UA Summit?
- Informal Open Discussion & Networking
2022 MEETING SCHEDULE
- Remaining 2022 Quarterly Virtual Schedule – You should have the virtual schedule on your calendar now. If you do not, please let Leslie know, so she can resend
- Wednesday, March 30 at 12:00 PM CT
- Wednesday, June 29 at 12:00 PM CT
- Wednesday, September 28 at 12:00 PM CT
- Wednesday, December 14 at 12:00 PM CT
- 2022 In-Person Schedule – You should have this schedule on your calendar now. If you do not, please let Leslie know, so she can resend
- EAC at UA Summit: Tuesday, May 10 at 10:15 AM – 12:00 PM CT
- EAC at UA Week: Tuesday, October 18 at 10:15 AM – 12:00 PM CT
UAI UPDATES
- New UAI Members
- Utilities
- Clark Public Utilities was founded in 1938 and is commonly referred to as Clark PUD, is a public utility district in Clark County, Washington with HQ in Vancouver, WA. Clark PUD provides electric service and water service in the majority of Clark County. Clark PUD’s electric service area is approximately 657 square miles and water service area is approximately 220 square miles, and they serve approximately 194,000 customers
- Georgia Transmission Corp is a not-for-profit electric coop that plans, builds and maintains more than 3,000 miles of high-voltage power lines for 38 member-owned Electric Membership Cooperatives in local communities — providing energy to keep the lights on for 4.1 million Georgians.
- ReliabilityFirst is headquartered in Cleveland, OH and is one of the six Federal Energy Regulatory Commission-approved Regional Entities responsible for ensuring the reliability of the North American Bulk-Power System, pursuant to the Energy Policy Act of 2005
- Solution Providers
- Neara is a cloud-based utilities software-as-a-service (SaaS) platform. Their platform has been adopted to address a broad spectrum of asset management use cases.
- Capgemini is a multinational information technology services and consulting company.
- Recently Published UAI Content
- Research
- Evergy Analytics 2.0 Project Profile (2/16/2022)
- AEP Distribution Reliability Mapping Tool Project Profile (2/22/2022)
- 2021 Top 20 Community Conversations (3/2/2022)
- Blogs/Articles
- Podcasts
- Award Winner Series Part 1 (1/28/2022)
- Award Winner Series Part 2 (2/3/2022)
- National Labs talk Climate Risk Part 1 (2/10/2022)
- Webinars
- COMING SOON: Member-Only!
- Analytics Maturity Assessment – Take the AMA survey before June 30, 2022!
- Register for UA Summit
- Learn more and register for UA Summit: https://www.utilityanalyticssummit.com/
- Do you plan to attend UA Summit? Yes (accept) or No (decline)
- – Accept: https://www.utilityanalyticssummit.com/2022/register?tl=testtrackinglink
- – Decline: https://www.utilityanalyticssummit.com/2022/decline?tl=testtrackinglink
- Utility Analytics 101 Training
- Virtual classroom schedule: https://training.utilityanalytics.com/training/Calendar
- In-person class coming up at UA Summit, May 10-12, 2022 – taking place at the exact same time as UA Summit in New Orleans, so student will partake in general sessions, meals, and receptions. Via the in-person class, students will gain value from networking face-to-face with their peers and the class is 18 hours, so they will receive 1.8 CEUs (as compared to 1.2 CEUs for the virtual class)
- Do you have team that is interested in attending this class in New Orleans during UA Summit? If yes, reach out to Leslie at lcook@utilityanalytics.com
- UAI Excellence Awards
- Call for nominations now open! Deadline to submit your nominations is June 30, 2022
- Go to com/Awards to learn more and nominate
- Analytics Maturity Assessment
- We are now collecting data for the 2022 AMA!
- The Analytics Maturity Assessment (AMA) is a self-assessment tool developed by UAI’s Executive Advisory Council (EAC). The purpose of the AMA is to assess the analytics maturity of your utility.
- Collaborate with your co-workers to complete the survey because it will provide a wholistic view of your utility’s analytics maturity
- Check out the collaboration resources on UAI Connect at UtilityAnalytics.com/uai-ama!
- High Value Analytics Use Case Collection:
- High Value Analytics Use Case Form – The high value analytics use case form is for collecting information about planned, underway, or complete high value analytics use cases. The Executive Advisory Council request the collection of these use cases each year. The collected information is for UAI member UTILITY COMPANY representatives ONLY.
- Submit your high value analytics use cases to the library: https://www.surveymonkey.com/r/CY8NMVF
- Speak during UAI Community Conversations
- We are looking for presenters to speak during UAI monthly Community Conversations. Speakers should face the same day-to-day challenges as UAI Utility Members. We invite you to share your experiences, journey, use case, projects, advice, and strategies. All Utility Member session proposals will be considered for a speaking slot. Session proposals will be reviewed by the utility member-led leadership teams for each Community group.
- Submit a proposal: https://uaievents.wufoo.com/forms/x1ei9mtx17zuq9w/
- UAI Connect
- Engagement Challenge – Get rewarded for your engagement on UAI Connect! Earn points for joining communities, responding to discussion posts, contributing content, completing your profile, etc. for a chance to win one of three prizes at the end of the year. By contributing on UAI Connect you will help build your personal network while bringing recognition to your utility.
- UAI’s Algorithm Alley – Share analytics solutions, scripts, and algorithms directly on UAI Connect. Through a new interactive module, members can actively collaborate and exchange knowledge to work through challenges real time
- Research
- Utilities
Strategic Advisory Board (SAB) Discussion UPDATES
- Please welcome our two new SAB members:
- @Randy – General Manager, Performance & Reliability, Southern Company – Learn More & Connect on LinkedIn and UAI Connect
- @Rachell – VP of Innovation, Technology & Strategic Planning, FortisTCI – Learn More & Connect on LinkedIn and UAI Connect
- Project Profiles
- A member had some helpful feedback on the barrier to complete and submit Project Profiles Our biggest takeaway from this feedback is that we should be very transparent about the time commitment it takes to complete the project profile questionnaire. Currently takes about 30-minutes to complete and that does not include chasing down all the people needed for detailed answers. We can see how someone may start a project profile and not finish because it is overwhelming
- ACTION NEEDED! We need to modify the project profile questionnaire and need to keep in mind barriers to our members completing it, i.e., time it takes to complete.
- QUESTIONS ASKED OF THE SAB:
- Are all the details in the current questionnaire necessary?
- How much time is too much time to make it a barrier to complete?
- Do we need to make it simpler, like the high value use case details we capture, which is much briefer and more of a starting place?
- Do you still find Project Profiles valuable?
- Do you review Project Profiles? Do you contact people that complete them to dig deeper?
- Do Project Profiles need to be very simple, but use Community Conversations to dive deeper into each one published?
- Other thoughts?
- OUTCOME OF DISCUSSION:
- Based on the discussion with our SAB, we will update our Project Profile Database
- We will combine the High Value Analytics Use Case collection template and the Project Profile collection template into one – making it simple, ease the burden and reduce time to submit, and make the detailed, open-ended questions on the Project Profile template optional
- We will rebrand the Project Profiles to High Value Analytics Use Case Database
- We will offer a way to connect, collaborate, and discuss the use cases with members within the database – we will make it more interactive, so you can see who is working on what use cases, level of success or failure, etc.
- More to come from UAI! We just discussed this with the SAB on 3/29/22, so UAI will formulate a formal plan and report back
EAC DISCUSSION
- NEW Training Courses – Leslie to gather the Training Sub-committee to dig into these new courses
- Two New 200-Level Courses to be developed and delivered in Partnership with The University of Oklahoma Data Science & Analytics Institute
- Introduction to Forecasting in the Utilities (201) – CEUs included
- Applied Machine Learning for Utilities Professionals (202) – CEUs included
- Four New One-Day Non-Degree Courses in partnership with industry consultants and educators
- Modernizing Data Governance
- Data Quality Fundamentals
- Data Storytelling and Data Visualization
- Root Cause Analysis: The Art and Science of Knowing Why
- NOTES from the EAC from this discussion:
- New courses look fantastic. They serve some of our core challenges.
- UAI to review recommended potential future course: A course that addresses the “human element”, i.e. change management (we have to change business processes in order to materialize the value of analytics) and the role of the business analyst. In recent years there has been a lot of emphasis around advanced analytics and those expert developers that work in advanced analytics. However, often ties we neglect those day-to-day analysts in the business that are dealing with business processes. How do we better equip them? How do we help bring them along for the journey, the adoption of tools (we have tools, but we need you to adopt them)?
- Jefferson Choti volunteered to participate on the Training Subcommittee to dig into the above training course outlines – Leslie to reach out
- Two New 200-Level Courses to be developed and delivered in Partnership with The University of Oklahoma Data Science & Analytics Institute
- What is important to you for discussion in May at the in-person EAC meeting at UA Summit?
- Have you heard things within the industry that need discussion? Please bring them up. Your input, guidance, advice, suggestions are critical to drive us forward at the pace of industry evolvement
- RESPONSES FROM EAC – Leslie to send these discussion notes to the EAC to make sure I captured correctly, further flesh out the ideas (add depth and more explanation of the discussion focus on each), and add priority to each
- The intersection of digital experience and data analytics
- How are other utilities handling this? This is vastly addressed by different groups within utilities, those that are building websites vs those building experiences for their customers vs those developing analytics solutions. There is a new trend to make sure that these two topics (digital experience and data analytics) are not being developed in isolation, but that whatever we are developing from an analytics perspective is well integrated into the experiences that we’re creating, whether that is for our customers or for the employees.
- Along with this topic, let’s discuss the digital side of things, because what we’re finding is there’s such a direct tie and dependency on some of the technologies that we’ve been pursuing like the drones for example, and capturing images and so forth, and that feeding analytics.
- Data Governance and Data Quality
- Utilities continue to struggle on this topic
- Regarding the scope of it on the customer and infrastructure side and how to go about it, how to maneuver through these challenges, whether it’s certain tools or processes.
- Recruiting & Retention
- How are you recruiting people and retaining people?
- Utilities are losing data scientists to external companies – we are not only competing against ourselves with respect to data scientists, but the pull from external companies is strong
- Cloud Migration/Adoption
- Analytics in the cloud
- Data science modeling in the cloud
- What kind of use cases are people doing in the cloud?
- What capabilities in the cloud are people leveraging? There may be hesitancy to move to the cloud because people are not sure what components to use, i.e., they are stitching things together to create the ecosystem.
- Data centralization vs. hybrid vs. cloud exclusive
- Costs are worrisome – if you do everything in the cloud, there are some cost implications vs if you do everything on premise. What would be the balance?
- Retention of purchased customer data
- We are starting to see more regulations around retention policies and use cases for historical collected/purchased data on customers – from Commissions
- Are other utilities starting to see this? i.e., customers opting out of your ability to use their information.
- The intersection of digital experience and data analytics
Thanks!
Leslie
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Leslie Cook
Membership & Digital Engagement Manager
Utility Analytics Institute (UAI)
719-203-8650, lcook@utilityanalytics.com
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