Business Analytics (Mar 26-27)

Utilities find themselves inundated with a diversity of data across all lines of their business. Business analytics professionals function as a critical link in analyzing and interpreting information to improve systems and operations, maintain organizational health and ultimately improve the bottom line. These professionals gather semi-annually to discuss asset management, business intelligence, key metrics and dashboard insights, enterprise risk management, pricing and rate strategies, and analytics best practices.

General Details

  • Program Chair(s)
  • Mario Carrasco, Manager, CAP and Performance Improvement, Pacific Gas and Electric Company

    • Program Location
    • Pacific Gas and Electric Company
    • 77 Beale Street
      San Francisco, CA 94105
    • Who Should Attend
    • Utility professionals with a command over data-related needs such as transforming, storing, mining, analyzing, visualizing and reporting back out to the business.​ Depending on the organizational structure, these professionals come from areas including finance, operations, business planning and customer service.

  • Registration Options
  • Member: $399 USD

    Registration includes access to all Business Analytics agenda items as well as sessions offered in conjunction with Corporate Performance Management. Registration includes a networking dinner Monday night, catered breakfast, lunch and light snacks at the meeting, and all meeting materials. Guest tickets are available for $90 and allow a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event. Guest registration includes all meals and receptions, and all program materials.

    This program is currently at capacity. Please contact Anna Sanger Reed to be added to the waitlist.

  • General Cancellation Policy
  • Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
  • Participation Policy
  • Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public.
  • For more information contact Anna Sanger Reed, Director of Customer + Corporate Programs at (503) 688-2795.


Monday, March 26, 2018

12:30 PM - 1:00 PM

Registration and Networking

Arrive early to network with other Business Analytics attendees as well as Corporate Performance Management attendees. Light refreshments provided.

1:00 PM - 1:30 PM

Speaker(s): Jason Wells, Senior Vice President and Chief Financial Officer, Pacific Gas and Electric Company

Pacific Gas and Electric Company will welcome us to San Francisco.

1:30 PM - 2:30 PM

Benchmarking and Predictive Analytics
Moderator(s): Shaila Narang, Principal, Performance Management, Pacific Gas and Electric Company
Panelist(s): Lamis El Didi, Manager, Exponent, Winnie Hung, Principal, Exponent, Greg Gabbard, Sr. Manager, Transmission Line, Pacific Gas and Electric Company, Casey Butler, Project Control Manager, Sempra Energy

By applying predictive analytics to an organization’s historic data, initial project cost estimates and risk assessments can be more accurate, improving forecasts and execution on a multi-year investment plan. The challenge with using historic data is that it is often dispersed throughout various software systems, requiring significant data collection and analysis. The panel will discuss the steps involved in developing a robust cost benchmarking tool that centralizes project data into a user-friendly platform, and will highlight four development steps: data gathering, data classification, data analysis, and implementation and refinement. Using the results from the tool, organizations can negotiate project cost reductions and focus risk management processes. Across a project portfolio, this can result in significant savings and form the basis for setting achievable performance targets.

2:30 PM - 2:45 PM

Networking Break

2:45 PM - 3:45 PM

Dashboard Success Stories
Facilitator(s): Daniel van den Berg, Senior Business Data Analyst, Clark Public Utilities
Speaker(s): Diana Cuesta, Business Analyst, Senior, Pacific Gas and Electric Company, Katina Fischer, Lead Application Analyst/Developer, Clark Public Utilities

This session will spotlight especially effective dashboards as discussion centers on  turning data into meaningful stories.

3:45 PM - 4:00 PM

Networking Break

4:00 PM - 5:00 PM

Digital Catalyst Analytics: Leveraging Data to Meet Customers' Needs
Facilitator(s): Mario Carrasco, Manager, CAP and Performance Improvement, Pacific Gas and Electric Company
Speaker(s): Mike Glass, Director, Business Technology Data and Analytics, Pacific Gas and Electric Company

Pacific Gas and Electric Company's Digital Catalyst Analytics (DCA) is tasked with delivering technology solutions that put the information their employees need at their fingertips. DCA uses Agile Methodology combined with a Design Thinking approach to enable quick, user-centric development. They are currently focused on delivering solutions for mobile apps (Digital Catalyst Mobile) and data analytics (Digital Catalyst Analytics). Additionally, DCA works with other internal teams to facilitate bringing in new off-the-shelf apps and adding mobile capability to existing legacy systems. Our speaker will highlight successful analytics and performance management use cases.

6:00 PM - 8:30 PM

Networking Dinner

Join us for a networking dinner within walking distance of the forum and hotel.

Tuesday, March 27, 2018

7:30 AM - 8:00 AM

Networking Breakfast

A catered breakfast will be provided onsite.

8:00 AM - 8:30 AM

Individual Introductions
Facilitator(s): Mario Carrasco, Manager, CAP and Performance Improvement, Pacific Gas and Electric Company

Day 2's agenda turns its focus toward business analytics-specific discussion. We will begin the day with attendee introductions. Come prepared to share information on current initiatives and any associated challenges you would like to discuss among peers.

8:30 AM - 9:30 AM

Enterprise Data Governance
Facilitator(s): Archie Ewers, Financial Analyst, Portland General Electric
Speaker(s): Hema Sundaram, Manager, BI and Analytics, Portland General Electric

As utilities develop enhanced organization around data governance, discussion is needed regarding what strategies help achieve better control of data quality, ownership, and access. Join this session to hear a utility's success story regarding enterprise-wide initiatives.

9:30 AM - 9:45 AM

Networking Break

9:45 AM - 10:15 AM

Cloud Roundtable
Facilitator(s): Diana Cuesta, Business Analyst, Senior, Pacific Gas and Electric Company

Join this discussion as we assess how to best leverage the cloud for data needs.

10:15 AM - 10:30 AM

Networking Break

10:30 AM - 11:30 AM

IVR Analytics and Insights
Facilitator(s): Jessica Hayes, Operational Analytics, Supervisor Customer Service, TEP
Speaker(s): Jeff Gallino, CTO & Founder, CallMiner

What is your company's IVR (Interactive Voice Response) system doing for your customer satisfaction, and what can you learn from call data analytics? We invite an expert in customer interaction analytics to share insights and lessons learned from usage of speech analytics to evaluate IVR interactions.

11:30 AM - 12:00 PM

Survey Best Practices: Asking the Right Questions
Facilitator(s): Ann Rego, Sr. Business Analyst, Salt River Project
Speaker(s): John Bord, Business Intelligence & Customer Strategy, TEP

Find out how Tucson Electric Power (TEP) utilizes external surveys for customer satisfaction, service tracking studies and other program or regulatory-related topics across its residential and business segments. Learn how they ensure they are asking the right questions to get meaningful data out of the process.

12:00 PM - 1:00 PM

Networking Lunch

A catered lunch will be provided onsite.

1:00 PM - 1:30 PM

Survey Best Practices: Using the Data
Facilitator(s): Ann Rego, Sr. Business Analyst, Salt River Project
Speaker(s): Joseph Martucci, Business Team Leader, Public Service Electric and Gas

Hear from Public Service Electric and Gas on how they took the next steps of implementing changes based on survey data.

1:30 PM - 2:30 PM

Deriving Value from Long Text
Facilitator(s): Mario Carrasco, Manager, CAP and Performance Improvement, Pacific Gas and Electric Company
Speaker(s): Pete Baker, Principal Data Scientist, Pacific Gas and Electric Company

This session focuses on how to best analyze unstructured data from long form text fields. Natural language processing serves as one approach to deriving insights from unstructured data, and we will explore its effectiveness in recognizing sentiment. Solutions discussed in this session will be highly-accessible and open source.

2:30 PM - 3:00 PM

Wrap-up and Fall Planning

Interested in improving our forum experience? Join us to chat about what went well at the forum as well as ideas for the fall forum. This session is a great starting point for those who wish to volunteer as a planning team member for fall planning.

Hotel + Travel

  • Hotel Griffon
  • 155 Steuart St
  • San Francisco, California 94105
  • Phone: (415) 495-2100

  • Click here to make your reservation now.
  • Hotel Griffon invites you to experience what was voted "Best Boutique Hotel" and "Best 24-Hour Getaway" by San Francisco Magazine. Situated along San Francisco's stylish Embarcadero waterfront, our certified green hotel is the perfect choice for business and leisure travelers who seek a pleasant and charming alternative to a chain hotel. Indulge in an appealing, historic San Francisco boutique hotel (originally built in 1901) inspired by European flair and enjoy exceptional amenities that include well-appointed guestrooms and luxury suites, onsite dining at Perry's on the Embarcadero - a San Francisco institution serving classic American food - and a distinguished meeting space for business while you travel.
  • Reservation Instructions
  • Please contact the hotel directly at (415) 495-2100 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $215 USD/night. This rate is guaranteed until March 5, 2018 or until the WEI room block is full.

Meet The Speakers

Jason Wells

Pacific Gas and Electric Company

Senior Vice President and Chief Financial Officer

Pete Baker

Pacific Gas and Electric Company

Principal Data Scientist

Mike Glass

Pacific Gas and Electric Company

Director, Business Technology Data and Analytics

Lamis El Didi



Winnie Hung


Learn More

Winnie Hung is a Principal with Exponent’s Construction Consulting practice. She has over 20 years of professional experience in the construction and utilities industries, and specializes in planning, executing, and managing large-scale capital project portfolios and programs. She assists clients with assessing their business needs and implementing practical and effective improvements to their organizational process and controls, cost and schedule management, metrics development and performance monitoring, status and trend reporting, and data management and information technology solutions implementation. She has led multi-disciplinary teams in performing predictive analytics, cost-benefit modeling, and probabilistic risk assessment to ensure successful execution of complex programs and projects.

Greg Gabbard

Pacific Gas and Electric Company

Sr. Manager, Transmission Line
Learn More

Greg Gabbard became the Senior Manager of Project Delivery for Pacific Gas & Electric’s Transmission Line Organization in September 2014. Greg has held various project management and engineering leadership roles since joining PG&E in 2006. He is currently responsible for the execution of a capital project portfolio averaging $500M annually and leads a team of engineering, project, program and construction management professionals. A registered Project Management Professional, Greg graduated with a BS in Mechanical Engineering from California Polytechnic State University, SLO and an MBA from the Graduate School of Management at University of California, Davis.

Hema Sundaram

Portland General Electric

Manager, BI and Analytics
Learn More

27 years of IT experience specialized in architecting and delivering industry specific solutions through latest technological platforms/concepts with emphasis on Data & Digital Platforms. Good domain expertise in the Utility and Energy sectors.

Hayk Hovhannisyan

Pacific Gas and Electric Company

Manager, Performance Management

Mario Carrasco

Pacific Gas and Electric Company

Manager, CAP and Performance Improvement

Diana Cuesta

Pacific Gas and Electric Company

Business Analyst, Senior

Diana Cuesta

Pacific Gas and Electric Company

Business Analyst, Senior

Jessica Hayes


Operational Analytics, Supervisor Customer Service

Ann Rego

Salt River Project

Sr. Business Analyst

Casey Butler

Sempra Energy

Project Control Manager

Daniel van den Berg

Clark Public Utilities

Senior Business Data Analyst

Katina Fischer

Clark Public Utilities

Lead Application Analyst/Developer

Jeff Gallino


CTO & Founder

Archie Ewers

Portland General Electric

Financial Analyst

Mario Carrasco

Pacific Gas and Electric Company

Manager, CAP and Performance Improvement

John Bord


Business Intelligence & Customer Strategy

Joseph Martucci

Public Service Electric and Gas

Business Team Leader

Shaila Narang

Pacific Gas and Electric Company

Principal, Performance Management