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Modernizing a Data & Analytics Platform – Building A Cyber-Physical Grid

Building A Cyber-Physical Grid

Cyber-Physical Systems (CPS) are engineered systems that orchestrate sensing, computation, control, networking, and analytics to interact with the physical world (including humans), and enable safe, real-time, secure, reliable, resilient, and adaptable performance

Introduction

Reference architectures and data management can be used to modernize an existing traditional Data and Analytics (D&A) platform. An example of this capability is from a Transmission System Operator (TSO) that modernized its existing traditional D&A platform to build a cyber-physical grid for energy transition. However, the approaches used in this example can be leveraged as a toolkit to implement similar work in other industries such as transportation, defense, petroleum, water utilities, etc.  

A Word About Cyber-Physical Systems

Cyber-Physical Systems (CPS) are engineered systems that orchestrate sensing, computation, control, networking, and analytics to interact with the physical world (including humans), and enable safe, real-time, secure, reliable, resilient, and adaptable performance.

CPS currently exist across a wide range of environments and spans across multiple industries ranging from military, aerospace and automotive, through energy, manufacturing operations and physical security information management, to healthcare, agriculture, and law enforcement.

CPS is part of a family of interconnected concepts that seek to optimize outcomes, from individual processes to entire ecosystems, by merging cyber/digital approaches with the physical world. Examples of these concepts are Operational Technology, Industrial Internet of Things, Internet of Things, Machine-to-Machine, and Smart Cities/Industry 4.0/Made in China 2025.

Table 1 shows the main purposes of these interconnected concepts. Figure 1 depicts that Digital Business Technology Platform(s) can be used to implement the cyber/digital components of modern Cyber-Physical Systems in different vertical industries.

NoConceptMain Purpose
1Cyber-Physical System (CPS)Enabling safe, real-time, secure, reliable, resilient and adaptable performance of physical assets and/or humans
2Operational Technology (OT)Process Optimization
3Industrial Internet of Things (IIoT)Factory Optimization
4Internet of Things (IoT)Interconnecting of anything anywhere
5Machine-to-Machine (M2M)Automating data transmission and measurement between mechanical or electronic devices
6Smart Cities/Industry 4.0/Made in China 2025Optimizing cities / national economies / societies
Table 1: Main purposes of CPS and other interconnected concepts
Cyberphysical
Figure 1: Digital Business Technology Platform(s) can be used to implement the cyber/digital components of modern Cyber-Physical Systems

TRANSPOWER Transmission System Operator 

TRANSPOWER is a large Transmission System Operator (TSO) which owns the power transmission assets and operates the system.

Figure 2 depicts that the initial state electricity market exhibits a vertically integrated style of ownership and control; and Figure 3 depicts that the current state electricity market exhibits a horizontally integrated style of ownership and control.

Fig2
Figure 2: The initial state electricity market exhibits a vertically integrated style of ownership and control
Sector Regulator
Figure 3: The current state electricity market exhibits a horizontally integrated style of ownership and control

Genco i  … Power Generation Company i

Disco  j …  Power Distribution Company j

TSO     …   Transmission System Operator

The Future State Electricity Market

The Future State Electricity Market

Recently, and in response to the key requirements of the national policies for climate and energy, the following strategic objectives were set by the government for the electricity sector to achieve within the next 10 years and TRANPOWER was mandated to lead the development and implementation of a digital business transformation program to achieve them:

  • 30% cuts in greenhouse gas emissions
  • 25% share for renewable energy
  • 26% improvement in energy efficiency

In response to the confluence of these strategic objectives, and the key forces that will be driving transformation in the global electrical utility sectors for years to come (e.g., digitalization, decentralization, democratization and decarbonization), it has been decided to evolve the electricity market (once again) into a distributed energy market style. The sector actors of the distributed energy market will leverage sustainable energy provisioning business models that support transactive energy concepts (including Transactive Control).  Figure 4 depicts that the future state electricity market exhibits a distributed energy market style.

Fig4
Figure 4: The future state electricity market exhibits a distributed energy market style – adapted from the GWAC transactive energy diagram

TRANSPOWER Digital Business Transformation

To realize the vision of the distributed energy market, TRANSPOWER decided to implement a cyber-physical power grid where the cyber components of this grid will be implemented in the form of a Digital Business Technology Platform. TRANSPOWER took this decision based on an initial study that explored and evaluated the business and technical dimensions of the new electricity market, and hence established a digital business transformation program that comprises the following steps:

Development of digital business transformation strategy and roadmap

  • Development of current state Operating Model and Business Capability Model
  • Conducting a survey on “digital-only” businesses and “born-digital” businesses relevant to the vision of the distributed energy market and relevant to the new strategic objectives set by the government for the electricity sector
  • Reviewing the socioeconomic drivers and technology innovation trends driving the power utility industry toward a decarbonized, distributed, digital and democratized future and their implication on TRANSPOWER Information Communication Technology (ICT) and Operational Technology (OT) plans
  • Identifying potential areas for delivering business value by rethinking, reinventing, reimagining and transforming the current business model by better leveraging Social, Mobile, Information, Cloud and Internet of Things
  • Developing the future state operating model and business capability model
  • Reviewing TRANSPOWER organization chart and propose new organizational capabilities and pathways for digital success
  • Defining the initiatives of the digital business program
  • Expanding the data governance framework to accommodate digital
  • Synchronizing TRANSPOWER digital business strategy with its ICT and OT strategies
  • Developing a high-level implementation roadmap
  • Defining the architecture requirements and develop the future state architecture
  • Establishing the new human capital capabilities required for the implementation of the digital business transformation program
  • Partnering with relevant ecosystem players 
  • Building the digital business technology platform
  • Implementing the digital business transformation program

Development of Digital Business Transformation Strategy and Roadmap

Some of the most important high-level deliverables generated from this step are shown in Figures 5 – 7.

Figure 5 depicts TRANSPOWER future state operating model. The future state operating model is used to align strategy with execution. The red text in Figure 5 indicates that some capability building blocks are missing or need to be improved and modernized to enable the implementation of the digital business transformation program.

One of the most important new capability building blocks shown in Figure 5 is the digital business transformation capability building block. This building block includes the new capabilities needed to create TRANSPOWER digital services; and it is highlighted by the red text in the left side of Figure 5.

Figure 6 shows a closer look at the digital business transformation capability building block. 

Table 2 shows the most important business requirements related to TRANSPOWER future state operating model.

Figure 7 depicts TRANSPOWER digital business transformation program high-level implementation roadmap.

Fig5
  • CG… Corporate Governance
  • ERM … Enterprise Risk Management   
  • IC… Internal Control  
  • EA … Enterprise Architecture  
  • EIM … Enterprise Information Management   
  • ICT … Information Communication Technology  
  • OT … Operational Technology  
  • IoT … Internet of Things
  • CRM… Customer Relationship Management 
  • Ecosystem RM … Ecosystems Relationship Management

Figure 5: TRANSPOWER future state operating model

Fig6
Figure 6: TRANSPOWER digital business transformation capabilities building block – A closer look
NoBusiness Requirements
1Uplift TRANSPOWER human capital capabilities
2Expand the governance framework to accommodate digital
3Ensure the security of electricity supply
4Support transactive energy business model
5Ensure the overall system and grid cost efficiencies
6Enable high quality data and analytics provisioning, publication, exchange and sharing between the electricity market participants 
7Ensure the interoperability between the electricity sector actors (e.g., RSC, TSO, DSO and market participants)
8Ensure the interoperability between the electricity sector and the other coupled sectors (building sector, transport sector, oil and gas sector, etc.)
9Adopt new technology applications in a cost-effective integrated manner to promote business efficiency

Table 2: The most important business requirements

Fig7
Figure 7: TRANSPOWER digital business transformation program high-level implementation roadmap

Future State Architecture Toolkit

TRANSPOWER used a custom-made Unified Analytics Framework (UAF) as tools to define the future state architectural requirements and develop the future state architecture of its D&A platform. This framework is developed to support both the Agile and the Waterfall approaches for architecture development and program planning and delivery. The reference architecture of modern D&A platform environment is an essential part of the UAF. However, the UAF is based on a wider set of underlying foundations that includes other reference architecture models, best practices and industry standards that had been selected, combined, and tailored to serve this purpose. The UAF is suitable for the utility industry, and it can be easily tailored and used to implement similar work in other asset-intensive industries such as heavy manufacturing, aviation, oil and gas, transportation, and mining. Figure 8 depicts the high-level structure of the UAF, Table 2 depicts the UAF underlying foundation. Figures 9 and 10 depict tow of these foundations (the reference architecture of modern D&A platform environment and Inmon’s seven streams approach respectively.

Based
Figure 8: High-Level Structure of Unified Analytics Framework
Foundation DescriptionFoundation TypeUAF Part
Reference Architecture of Modern D&A Platform Environment (Figure 10)Reference ArchitecturesPART I: Contents Framework
Gartner Logical Data Warehouse Reference Architecture
Inmon’s DW 2.0 
The IEC 61970 Common Information Model (CIM) 
Forrester Big data Technology Patterns 
 OPC Foundation (OPC, OPC UA/ IEC 62541) Industry Standards
Gartner Business Analytics FrameworkFrameworksPART II: Program Planning and Delivery Framework
TOGAF 9.1 Enterprise Architecture Framework 
Inmon’s Seven Streams Approach for BI program planning and delivery (Figure 9)
Larissa Moss Extreme Scoping Approach to DW & BI 
Best Practices for Self-Services Analytics Best Practices
Table 3: The UAF Underlying Foundations
CyberPhysical2
Figure 9: Reference Architecture of Modern D&A Platform Environment
Project Management Timeline
Stream 3 is the “driver stream” that sets the priorities for the other six streams
Figure 10: Inmon’s Seven Streams Approach for Analytical Program Planning and Delivery

Conclusion

It is important to recognize the value of the business case and strategic objectives of a TSO that modernized its D&A platform as a part of implementing its cyber-physical grid for energy transition. The TSO used a toolset to define the architecture requirements and develop the future state architecture of the D&A platform. The most essential tools used by the TSO include the TSO operating model, the D&A environment reference architecture, and the seven streams approach for program planning and delivery.  Additionally, architecture requirements, the future state architecture, and the implementation approach of the modern D&A platform must be considered.

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Alaa Mahjoub

Alaa Mahjoub is an experienced data management consultant, focused on transportation, defense, utilities, and petroleum at various governmental organizations. His experience across the EMEA and the Far East regions includes leadership for a variety of programs, and Alaa served as a consultant and trainer in UAE, Kuwait, Egypt, Malaysia, Singapore, and the UK. Holding degrees in computer engineering, Alaa has lectured, published, and reviewed numerous research papers for the Institute of Electrical and Electronics Engineers (IEEE), the Society of Petroleum Engineers (SPE), the International Council on Large Electric Systems (Cigre) and the Arab Union of Electricity. Alaa’s current research interest includes real-time operational intelligence and applying digital business best practices to create new business designs.

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