Sep

23-24

Business Analytics (Sep 23-24)

Utilities find themselves inundated with a huge diversity of data across all lines of their business. Business analytics professionals are a critical link to analyze and interpret 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, call center metrics and dashboard insights, enterprise risk management, key metrics, pricing and rate strategies for leveraging smart grid investments, and project management best practices.

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General Details

Program Chair
John Sohl, Senior Manager, Business Analytics, NW Natural

Program Location
NW Natural
220 NW 2nd Avenue
Portland, OR 97209

Who Should Attend
Professionals responsible for data mining, data warehouse, enterprise reporting, data analytics and developing metrics for their utility. Depending on the organizational structure, these professionals come from areas including finance, operations, business planning and customer service.

Registration Options
Member: $349
This program is only available to energy company members and includes comprehensive meeting materials, meals and optional networking dinner.

For more information contact Anna Sanger Reed at 503.688.2795.

Agenda

Wednesday, September 23, 2015

6:00 PM – 8:00 PM
WEI Networking Dinner
Kells Irish Restaurant & Pub
SW 2nd Ave
Portland, OR

Thursday, September 24, 2015

7:00 AM – 7:30 AM
Transportation from hotel to NW Natural

7:30 AM – 8:30 AM
Breakfast at NW Natural

8:30 AM – 9:00 AM
Welcome from NW Natural + Introductions
Facilitator: John Sohl, Senior Manager, Business Analytics, NW Natural
Speakers: Jon Huddleston, Utility Operations Senior Director, NW Natural
Attendees will introduce themselves and are encouraged to share a recent success or challenge that their organization is facing.

9:00 AM – 10:30 AM
Key Performance Indicators Panel + Workshop
Facilitator: John Sohl, Senior Manager, Business Analytics, NW Natural
Speakers: Douglas Brooks, AP Manager, Portland General Electric
Diana Hoang, Business Analyst, NW Natural
Ted Peterson, Program Manager, Questar Gas
This session will kick off with a panel presentation from three different companies explaining a set of Key Performance Indicators (KPIs). We will explore how utilities decide what is measured, where the data is stored, what processes are taken to analyze and understand it. We will also discuss best practices for next steps after analysis to communicate what you’ve learned back to leadership and across the organization. Come prepared to engage in a rich discussion by sharing which KPIs your utility is most closely measuring and analyzing.

KPI presentations will focus on the following topics:
Ted Peterson will discuss Questar Gas operational metrics and aligning of the company’s incentives to performance.
Douglas Brooks will discuss Accounts Payable metrics at Portland General Electric including first time match rate, match exceptions past due, on time payments, discounts captured, and total number of invoices.
Diana Hoang will be discussing NW Natural Customer Acquisition metrics including service installation intervals and on-time tracker along with briefing & scorecards for monitoring construction unit costs.

10:30 AM – 11:00 AM
Networking Break

11:00 AM – 12:00 PM
Data Governance
Speaker: Carl Landre, IT Enterprise Solution Architect, NW Natural
NW Natural will describe the existing landscape for Analytics and data governance at their company. The focus will be on the evolution of NW Natural’s Data Warehouse, the data governance in place and the lessons learned along the way.

12:00 PM – 1:00 PM
Networking Lunch

1:00 PM – 2:00 AM
Benchmarking and Data Sets Process
Speaker: Joe Martucci, Public Service Enterprise Group Inc.
Many utilities participate in benchmarking studies to measure performance against other utilities. What is the return on investment for these studies and how do you select which studies will provide the most value? We will also explore ways that business analytics professionals have used benchmarking studies to inform actionable items that have a measurable impact.

2:00 PM – 2:15 PM
Break

2:15 PM – 3:15 PM
System Tradeoffs + Maximizing Software Capabilities
Speakers: Cale Garrett, Consultant, Slalom Consulting
Ryan Gifford, Practice Area Lead, Slalom Consulting
What are the data management systems are most commonly used and what best practices can be adopted to find the right balance of specialization and flexibility? Learn how to best maximize the system you have in place, decision trees for identifying the right fit for your organization’s needs in the future, and compare your current roadmaps and tools with what’s working well for your peers.

3:15 PM – 4:00 PM
What’s Keeping You Up at Night?
Facilitator: John Sohl, NW Natural
We will take time to discuss any other topics that are of interest to our group based on the results from a topic survey, and identify what we’d like to spend more time on when we meet again in the Spring.

Hotel + Travel

Courtyard by Marriott Portland City Center
550 SW Oak Street
Portland, OR 97204
Phone: 503.505.5000

Reservation Instructions
Please contact the hotel directly at 503.505.5000. Identify yourself as being with Western Energy Institute Business Analytics to receive a special rate of $185 single/double plus state and local taxes. This rate is guaranteed to September 9, 2015 or until the WEI room block is full. You can also reserve your room online here.

Among the most unique downtown hotels in Portland, Oregon, the Courtyard by Marriott Portland City Center offers boutique charm & contemporary style. This downtown Portland, Oregon hotel reflects the distinct beauty of our urban home. We are proud to offer premium accommodations and services, as well as our newly renovated event space: Urban550. Centrally located, we offer an ideal location for both business travelers and leisure guests. Near the Pearl District, Pioneer Square and the Willamette riverfront, we are in the perfect place to see the most popular attractions. Happy to be a pet friendly hotel, we are also close to parks and outdoor areas. Enjoy our on-site fitness and business centers, or eat a delicious meal at our sophisticated restaurant, The Original. Whatever brings you to Portland, we look forward to welcoming you to our wonderful city!

Driving Directions from Portland International Airport (12.5 miles)

  • Head southwest on NE Airport Way – go 2.4 mi Merge onto I-205 S via the ramp to Salem/Portland/I-84 – go 3.1 mi
  • Take exit 21B to merge onto I-84 W/US-30 W toward Portland – go 5.4 mi
  • Take the I-5 S exit on the left toward Beaverton/Salem – go 0.3 mi
  • Keep right at the fork to continue toward Morrison Bridge – go 0.2 mi
  • Keep right at the fork, follow signs for Morrison St/City Center and merge onto Morrison Bridge – go 0.4 mi
  • Continue on SW Washington St – go 0.2 mi
  • Turn right at SW 4th Ave – go 0.1 mi
  • Turn left at SW Oak St – go 150 yards Destination will be on the left

Meet The Speakers

John Huddleston

NW Natural

Utility Operations Senior Director

John Sohl

NW Natural

Manager, Business Analytics

Diana Hoang

NW Natural

Business Analyst

Ted Peterson

Questar Gas

Program Manager

Carl Landre

NW Natural

IT Enterprise Solution Architect

Joe Martucci

Public Service Enterprise Group Inc.

John Sohl

NW Natural

Senior Manager, Business Analytics
Learn More

John Sohl is an accomplished professional manager with strategic planning, budget, finance, and business analytics experience in the utility and power industries. He has a proven record of expediting change through process re-engineering. John holds an MBA from Penn State University where he was an adjunct faculty member for 4 years. He currently serves on the Accounting Advisory Board at Portland State University.

Ted Peterson

Questar Gas

Program Manager

Carl Landre

NW Natural

IT Enterprise Solution Architect
Learn More

Mr. Landre has spent the last 30 years in the Natural Gas Industry both from a consumer of information and as a provider. Half of his time has been spent working in various positions in Distribution and Gas Supply at NW Natural. The last fifteen years, Mr. Landre has been working on information systems at NW Natural to help provide an information foundation of integrated data for reporting and analysis. Starting with the development of interfaces and reports for NW Natural’s Gas Trading software, Mr. Landre has participated in many major IT projects at NW Natural including replacement of our SCADA system, and the development of NWN’s DataWarehouse. The last three years have been spent as the Business Warehouse Architect for our SAP implementation and Data Architect for the enterprise.

Landre holds a Bachelor of Science degree in Business Administration and multiple certificates of learning in the Computer Science discipline with an emphasis on Data Architecture and design.

Joe Martucci

Public Service Enterprise Group Inc.

Business Team Leader

Diana Hoang

NW Natural

Business Analyst

Douglas Brooks

Portland General Electric

AP Manager

Cale Garrett

Slalom Consulting

Consultant

Douglas Brooks

Portland General Electric

AP Manager

Cale Garrett

Slalom Consulting

Consultant

Ryan Gifford

Slalom Consulting

Practice Area Lead

Ryan Gifford

Slalom Consulting

Practice Area Lead