Akili Data Integration using PPDM

DATA INTEGRATION AND FOUNDATION

Leveraging Existing Assets and PPDM Best Practices

ABOUT AKILI O&G DATA PRACTICE

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PETE LIKE NEVER BEFO

REAkili O&G Information Management Practice

Practice Highlights Why Akili?

• Proven Experienceo Consultants > 5yrs o Solution Architects > 10 yrs.o Senior Leadership > 25 yrs.

• Experience with SAP and Non SAP BI Platforms• Microsoft Silver Partner• SAP Gold Partner• Sponsor Member of PPDM.org

• Financial Systems – SAP Business Planning and Consolidation

• Data Management & Strategy• Information Acquisition• Master Data • Reporting, Self Service, Mobility

• Knowledge of core legacy systems for Oil & Gas• Successful at achieving Value from the solutions

built• Experienced with uniqueness and complexities

of Oil & Gas data• Leveraging industry best practices (e.g.

Professional Petroleum Data Model)• Have predefined services and solutions with

accelerators from experience and methodology

Customer and Execution Highlights

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REUpstream Oil & Gas Information Challenges

Business Challenges• Well Lifecycle Mgmt.• Well Header Master Data

Management• Streamlined Processes• Departmentalized Organization• Business Visibility• Frequency of Updates

Technical Challenges• Quality of Information• Reliability of Information• Disparate Systems• Single Version of the Truth• Data Management• Ease of Use• Self Service• Speed to Market• Cross functional analysis

Well Master

Production

Land

GOVERNANCE

DATA INTEGRATION

ACCESSIBILITY

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Petroleum Data Best PracticesStandard DataModel

Industry

Participation

Well Header

Akili Leverages PPDMFor Data ManagementBest Practices

PPDMIn a Box

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REHow Does Akili Leverage PPDM?

About PPDMThe Professional Petroleum Data Management (PPDM) Association is a global, not-for-profit society within the petroleum industry that provides leadership for the professionalization of petroleum data management through the development and dissemination of best practices and standards, education programs, certification programs and professional development opportunities. For 22 years, PPDM has represented and supported the needs of operating companies, regulators, software vendors, data vendors, consulting companies and management professionals around the globe.

Through the PPDM Association, petroleum data experts gather together worldwide in a collaborative, round table approach to engineer business driven, pragmatic data management standards that meet industry needs. Key standards include the Public Petroleum Data Model, What is a Well, Well Status and Classification, Well Identification best practices, data rules and more.

PPDM now owns API Numbers

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Petroleum Data Best PracticesStandard DataModel

Industry

Participation

Well Header

Akili Leverages PPDMFor Data ManagementBest Practices

PPDMIn a Box

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REWhat Is PPDM in a Box

• Embedded Industry Best Practices• Reduction of Implementation Risk• Reduction of Implementation Time• Integration with Legacy Systems• Sustainable Solution• Data Management Processes• Governance• Well Master Data Management• API Number Management• Data Integration• Data Lineage• Dashboards• Mobile Applications• Training &Certification• 360 View of Wells, Land & Production Data

How Akili leverages PPDM

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REOther Akili Oil & Gas Solutions & Services

Data Governance The management and controls on data. Having the right structure in place.

Data Integration Integrating data from multiple sources.

Well Header Master DataHarmonizing data from multiple sources regarding a well. Decomposition of a well.

Providence TrackingFor legal disputes you must prove the validity and accuracy of data – tracking the sources of data can improve your position legally.

Acquiring data for proper forecasting. Measure both daily and monthly volumes.

O&G Data StrategyEstablishing the right controls, structure, organization, processes, training, communica-tions & technologies to derive additional value.

EfficiencyGrowth

Quality

Production Management

Value ofServices

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DATA INTEGRATION COMPONENTS

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Enterprise Data

Integration Strategy

Enterprise Data Model

Data Management

Organization & Governance

Metadata Plan & Implementation

Information Quality

Management

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Data Foundation Initiatives

InformationQuality Management

• Leverage SAP Data Services and Information Steward Modules• Leverage PPDM for Well Header Master Data • Leverage Akili Experience with O&G Data

Planning

•Seismic Analysis•Site Evaluation•Land Surveying•Water Sourcing•Materials and Services

Permitting

•Environmental Assessment

•Water Allocation, Sampling

•Land use and disturbance

•Air Emissions•Permit Verification

Drilling

•Well-pad preparation•Stormwater management

•Waste handling system•Erosion Control•Well design•Drilling•Casing and Cementing

Completion

•The well is enabled to produce oil & gas

•Flow Paths Creation•Completion and Testing

•Fracture Simulation•Artificial Lift methods

Operation & Production

•Well Rod-up•Pump Installation•Gathering System•Tankage and Permanent Onsite structures

•Regulatory reporting•Pad reduction and reclamation

Abandonment

•When production rate does not cover the operating expenses, well is abandoned

•Pit Closure•Monitoring•Post-completion water sampling

•Site is reclaimed to its natural state

Data Lifecycle

Data is entered in to multiple systems: internal, 3rd party and regulatory. The challenge is reconciliation of this disparate data into meaningful information resulting in business insight and better management.

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REWell Lifecycle – Well Master Data Management

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REWhere to Start – Analysis of Enterprise Data Maturity

Level VData Self Services

Level IVData Steamline

Level IIIIntegrated Data

Level IIData Governance

Level IDisparate Data

Characteristics• System data is in

conflict, • No single version of the

truth with no validation• No master data• No governance• Spreadsheet managed• Data Quality is an issue

Characteristics• Data is managed• Single version of the

truth has to be reconciled or validated

• No master data• Governance• Spreadsheet

managed


truth established• Major master data

elements defined and managed

• Governance • Minimizing

spreadsheets• Data Visualization• Best Practices /

Models (e.g. PPDM)




• Governance• Write Back of

Reconciled Master Data

• Minimizing spreadsheets

• Data Visualization• Best Practices /

Models (e.g. PPDM)




• Governance• Minimizing

spreadsheets• Data Visualization• Best Practices /

Models (e.g. PPDM)• User Enabled

Visualization• Mobility

MostCompanies

MinimumDesired

State

TechnologyIntegration

Governance

IndustryStandards

MasterData

Not everything has to be done at once….

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O&G DATA INTEGRATION APPROACH

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Data Integration Strategy Components

Information Architecture

Data Sources: Legacy, ERP, Finance etc.Data Preparation (gathering, reformatting, consolidating, transforming, cleansing and storage)Data Franchising: Aggregation, summarization and calculationMeta data: data lineage, tracking, data about dataData management: processes around data

The processes to determine your data requirements and solution, and the processes used to physically gather data from its sources and transform it into information that businesspeople can use to analyze and make decisions.

Project Management: Methodology, status, controls, scopeSoftware development: Tools, techniques, documentationArchitecture: The blueprint of what you are going to build. Data: Standards help ensure that data is governed

Data modeling: Erwin, Power designer etc.Data profiling: source system data definition and conditionData preparation: Business Objects Data ServicesMeta data management: Business Objects Information Steward

People: experienced people who understand data. business intelligence, and the complete business process.Roles: Define roles of data stewards (Insight, meta data, data quality package development etc.)

Processes

Standards

Tools

Human Resources

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REData Integration Strategy Approach

Governing Philosophy• Create a roadmap of data integration by source or subject area.• First implementation will establish processes and standards• Don’t take on too much at once• Avoid disruption of operations• Identify data stewards early in the process

Identify• Source Systems

(roadmap, prioritization)• Systems of record• Subject areas• Quality issues• Data rules• Data standards*• Data roles*• Data management

processes*• Training*• Communication

channels*• Human resources*

Design/Define• Transformations• Quality packages• Quality thresholds• Data standards*• Data roles*• Data management

processes*• Training*• Test Plan• Communication plan*• Human resources*

Develop/Test• Transformations• Quality packages• Data standards*• Data roles*• Data management

processes*• Training*• Beta test & UAT• Communication

plan execution*

ImplementDesign/Document

• Train users: (tools, processes, data)• Pilot integration

* Foundation for all future integration efforts (required once) 14

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RELeveraging AGILE for Data Integration

BI Strategy

Scoping

Identification

Design

Develop

Reference Architecture

Architecture Review/Design

Test

Implement

RAD

AGILEEach SprintIteration by SourceOr Subject

RAD – Rapid Application Development is leveraged to establish an enterprise direction and implement technology

AGILE – is leveraged to integrate each source system or subject area depending on the business needs.

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RESystem Integration Leveraging AGILE

Sp1 Sp2 Sp3 Sp4 Sp5 Sp6 Sp14

…..Sp1 Sp2 Sp3 Sp4 Sp5 Sp6

IntegrationSprints

Modeling/Visualization Sprints

• Modeling and Visualization Sprints may begin after multiple source systems have been integrated depending on data needed.

• This highlights the need for a clear data integration roadmap

Based on Akili Approach with an Oil & Gas Client

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REData Integration Agile Team Structure

Collaborative & Empowered Agile Team Agile Team Characteristics

Executive Sponsors

Engagement Sponsor

Business Team Support

Review & Approve

Guidance & Review

Inputs

Project Manager

System orSubject SME

Data Steward

DQArchitect

ETL Developer

LEGEND Support Akili

Support Decisions, Gates, Reviews

• Establish Cross Organizational Teams / Focus Groups

• Enable them to make decisions and provision

• Provide decision gates and approvals from IT & Business

• Provide low level functions that can be achieved in 2-4 weeks

• Expect changes as additional functionality as added

• Set guidelines and standards for leveraging existing assets, meta data, infrastructure that are already established but empower the team to be innovative

EP Energy* Note number of resources will depend on # of systems, skill sets, level of integration and tables

IntegrationArchitect

IT Support

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REChallenges with O&G Data Quality and Integration

O&G systems have different definitions and necessary attributes for the same data.

Production systems focus at the completion level because each reservoir is different. Drilling systems focus on the bores. Exploration systems focus on the surface location. Legal and financial systems also have different definitions.Facilities, equipment, owner systems affect different parts of the well lifecycle causing discrepancies in expenses vs revenue, ownership percentages etc. Owners are handled differently across systems and dependent upon where they are associated in the well life cycle

Note: Systems, processes and users must be harmonized as part of the integration process.

Long established processes

OCM (Organizational Change Management) is a big part of integration. many people have been doing things in a certain way for so long and have no idea why. Once the systems are integrated…

…they can’t do things the old way…they can’t operate in silos. They will have to work departments and systems they might not even know existed before this initiative…Data may no longer be updated in the system they use as it isn’t the system of record for that data.

Communicating expectations

Users will assume that data will “automatically” (“automagic”) go completely from one system to the next rather than understand phases of integration.Therefore it’s important to…

…manage the business expectation of integration. This requires an effective means of communication.…proper training and certification on tools, processes and data

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REOther Challenges to O&G Data Integration

SourceSystem

Maintenance

SourceSystem Data

Quality

Tracing DataLineage from

External Sources

SourceData

Harmonization

System ofRecord

System Synchronization

(Write Back)

Data Standards(e.g. API)

NewRoles

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INTEGRATION REFERENCE ARCHITECTURE LEVERAGING PPDM

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REPPDM Model Areas – Focus is Upstream

Industry Software• Seismic• Geology & Geophysics• Reserves• Economics• Budget• AFE• Accounting• Contracts• Mineral Land• Surface Land• License / Permit• Regulatory Compliance• Drilling & Completion• Construction• Field Data Capture• Production Accounting• Operational Systems• Merger & Acquisition• Abandonment• Reclamation

Data Files• Spreadsheets• XML Files• Manual Data• Data Centers• Purchased Data

DataPPDMModel

Governance

Sustainable Structure

Leveraging PPDM to Deliver Value

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HR

Technical Framework Leveraging PPDM

COMPETE LIKE NEVER BEFORE

Dat

a G

over

nanc

e

Aries

AFE / Asset Management

Production

Environment, Health & Safety

Finance

Custom Adaptors

Quroum

Sales / Marketing

Kingdom

Studio

SDERecall

Segy

EPOS

OpenWorks / Seisworks

GeoFrame IESX /

Charisma

Petra

Finder

Rig Scheduling &

Tracking

ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS ODS

PPDM

Custom Adaptors

Enterprise Data WarehouseData Mart

Data Mart

Data Mart

Data Mart

Data Mart

Data Mart

Tools for Presentation Layer

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BUSINESS USE CASE

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Challenges & Opportunities

• Client did not have a proper BI strategy, plan or roadmap and the information project was falling behind schedule.

• Client is implementing SAP ERP and needed to build a data integration strategy for systems that were being turned off

• No BI Program was defined even though there was work being done.

• Well – Master Data was not developed – data out of sync in multiple systems

Objectives

• Manage deliverables to produce results on time, on budget, and communicate progress

• Determine proper BI tools.• Establish Information Delivery Plan• Create Overall BI Strategy for

communication, governance, prioritization, and demand management

• Leverage PPDM and industry best practices

Mid-Tier Oil and Gas company leverages PPDM in their BI & Data Strategy

Why Akili/SAP

• Akili BI Strategy experience with fortune 500 enterprise strategy

• Akili Business Objects Skills

Implementation Highlights

• Tool and process strategy delivered.

• Information project plan built based on demand, ERP needs, business needs.

• Delivered on time under budget.

• Leveraged the Well Portion of PPDM for the Well master data

Client Profile• Location: Tulsa, OK• Industry: Energy• Products and Services: O&G Production• Revenue: ~1.5B• SAP Solution: SAP, Microsoft 2012• Implementation Partner: Akili

Benefits• Clear project controls• AGILE Methodology Leveraged• Communication Strategy• Governance Strategy• Demand Management Strategy• Tool Pattern Defined for reporting• Data warehouse and data visualization

approach leveraging PPDM

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Challenges & Opportunities

• Client is implementing SAP ERP and needed to build a data integration strategy for systems

• More than 50 applications and processes identified as necessary

• Some applications are out-of-the-box and other applications are home-grown.

• Different technologies, levels of standardization, amount of integration required.

Objectives

• Review and prioritization of applications• Determine the level of integrations needed• Facilitate remediation for applications that

will not be integrated at Go Live• Identify skill sets needed for integrations• Gather detailed requirements to develop

integrations

Mid-Tier Oil and Gas company Provide integration between SAP and multiple applications

Why Akili/SAP

• Akili BI Strategy experience with fortune 500 enterprise strategy

• Akili Business Objects Skills

Implementation Highlights

• Determined which applications needed real integration, a business process, or integration no longer needed

• Delivered list of prioritized applications

• Delivered early and on budget

• Able to include some priority 2 applications by Go Live

• Included some enhancements and bug fixes as a part of the integration efforts

Client Profile• Location: Tulsa, OK• Industry: Energy• Products and Services: O&G Production• Revenue: ~1.5B• SAP Solution: SAP, Microsoft 2012• Implementation Partner: Akili

Benefits• Ensure critical processes addressed by Go

Live to support business as usual• Allow business to fully benefit from the

implementation of SAP• Reduce manual intervention which reduces

errors• Ensure the business has a complete

understanding of how the applications work together

ContactsAkili [email protected]

Dallas400 Las Colinas Blvd. East, Suite 450Irving, TX 75039972.210.3200

Denver999 18th Street, Suite 3000Denver, CO 80202303.357.2397

Houston3200 Southwest Freeway, Suite 3300Houston, TX 77027713.840.6016

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Contacts

Brad ClarkVP of [email protected]: 972.210.3218Cell: 972.768.1044

Michelle LattaSales [email protected]: 972.210.3217Cell: 254.855.8589

Kyle JohnstoneBusiness Intelligence Practice [email protected]: 972.210.3225Cell: 214.727.9100

Akili Data Integration using PPDM

Technology

sources of data

data vendors

data rules

accuracy of data

header master data management

land production data

og data strategy

data integration components