SAP DMS Overview

SAPs Energy Demand Side Management solutionMay 2012

2011 SAP AG. All rights reserved. 2

Are you efficiently planning, running, and optimizing your Energy-Efficiency and Demand Response activities?


Typical DSM Programs in the market place

SAP 2010 / Page 3


These are the challenges we hear from our customers

y Inefficient management of a complex program portfolio

y Flawed execution

y Incomplete analysis

Industrialcustomers

Consumers

EE & DR serviceproviders & contractors

Regulators

Other market participants

Commercial customersIT HR

Billing & Finance

Plant Operations & Maintenance

Sales & Customer Service

Metering

Grid Operations & Maintenance

Procure-ment & Trading

Demand Side Mgmt /

Sustainability

Environ-mental

Services


SAP uniquely enables objectives of utilities and energy companies

y Integrating Demand Side Management with other corporate functions

y 360o view of customer and program information

y Comprehensive analytics monitors program performance

Industrialcustomers

Consumers

EE & DR serviceproviders & contractors

Regulators

Other market participants

Commercial customersIT HR

Billing & Finance

Plant Operations & Maintenance

Sales & Customer Service

Metering

Grid Operations & Maintenance

Procurement & Trading

Demand Side Mgmt /

Sustainability

Environ-mental

Services


ASUG Influence Council forDemand Side Management

Active: BC Hydro, City of Palo Alto, Consumers Energy, Energy East / Iberdrola, IID, PG&E, SCE, SDG&E, SMUD, Snohomish PUD, TPU and First Energy

Monitoring Progress: CPS Energy, FPL, Hydro One, NYPA, PSEG

Oct 2008 Palo Alto meeting to gain consensus on functional requirements

Early 2009 Utilities prioritized functional requirements defined scenarios and business processes for DSM/EE

Late 2009 SAP analyzed use cases and developed high-level specification of DSM solution

Timeline

Feb 2010 Developmentstarts atMontreal Labs

June-Nov 2010Solution validationwith council members

Dec 2010 Team test phase ends, testers includecustomers andconsultants

May 2012Generally available as part of CRM7.0 EhP2

New developments in CRM7.0 EhP3 release TBD

Timeline


What is Demand Side Management (DSM)?


The Demand Side Management Program Lifecycle covers programs from cradle to grave

Program Enrollment & Delivery

Program Decommissioning

Lead/Opportunity Mgmt

Program Creation

Program Targeting

DR Event Processing

Program Strategy

Defining ProgramsDefining Programs

Processing Incentives

CRM Lead & Opportunity ManagementCRM Lead & Opportunity ManagementCRM Marketing

Campaign MgmtCRM Marketing Campaign Mgmt

Out of scopeOut of scope

Reviewing applications

Creating applications

Managing agreements

Monitoring & Analyzing Program Performance

Generally available


DSM capabilities roadmap


Monitoring and Reporting



Program Creation

Program Targeting

DR Event Processing

Program Strategy



Integration to ControllingIntegration to Controlling

CRM Lead & Opportunity ManagementCRM Marketing

Campaign Mgmt

Demand Response Event ManagementDemand Response Event Management


Follow-up processing after program terminationFollow-up processing after program termination

Avail. with Bus.Suite Innovations 2011

Avail. with Bus. Suite 2011 with add. enhancements in next release

Future scope - 2013 and laterFuture scope - 2013 and later



Managing agreements


Forecast and SimulationForecast and Simulation

DSM functionality


SAP DSM manages three main business objects

DSM Program

Defines the process controls required to implement energy-efficiency or demand response measures at the customer site, how to achieve the programs goals and what incentives are available.

DSM Application

Represents a customer's request to participate in an energy-efficiency or demand-response program to implement certain measures in return for incentives

DSM Agreement

Represents an agreement between an energy company and its customer where the customer agrees to implement the companys energy efficiency measures in return for incentives.


Demand Side Management Program




Program Creation

Program Targeting

DR Event Processing

Program Strategy








Managing agreements


GA today with planned enh.


Business rules for the DSM program

Execute eligibility check

Enforce payment limits

Calculate goal contributions

Calculate incentive amounts

Determine default product for product incentive

The eligibility check can verify whether a customer can apply or enroll in a DSM program.

The payment limit determines a maximum amount of financial incentives to be paid to the program participant.

Calculates amount of energy savings or other amount of goal contribution for a specific measure.

Calculates amount of a financial incentive

Determine the default product for a product incentive


Program Creation

y FunctionsDefine Header, Measure and Incentives with status and validity datesDefine default and fixed objects and valuesNon monetary or monetary incentives Program goals and goal contribution rules Flexible enrollment process controls (steps, actions, questionnaires, rules) Enterprise Services with Mobile App Showcase

y Benefits Allows to control entire DSM program lifecycle Predefine user guidance with templates and process controlsMonitor and reach goals with consistent and comprehensive program execution


The components of a DSM ProgramTypical programs managed by the DSM solution

Utilities manage a variety of Energy efficiency and Demand Response programs. Following is a list of typical energy-efficiency programs that can be managed by the DSM solution:

Program ExampleCalculated Incentive for Equipment replacement

High efficiency equipment: Lighting, heating, etc. calc. kW/kWh savings

Calculated Incentive for energy-efficient building design

Design assistance, owner and design team incentives

Customer Audit Program one-time energy audit/consultation

Deemed Fixed Incentive Appliance replacements

Appliances (Cooling, heating, wash)






Program Creation

Program Targeting

DR Event Processing

Program Strategy








Managing agreements




Powerful tools for your marketing analysts to create the right target customer segment


Proven marketing capabilities manage campaigns and budgets

As a result, create leads&opportunities for your sales teams or partners


SAP Sales capabilities support account managers and sales representatives anytime and anywhereMobile Enablement On Device

Features Air Print (iOS) Near Me Mapping Auto-Logging Eight Languages Supported

BlackBerry (touch, non-touch, 5.0 & 6.0) iOS (iPhone and iPad) Win32 (windows laptop & tablets) Android Devices Tablets

Sales Tools

Account Factsheet ATP Check & Credit Check Attachments CRM Calendar Discounts (% & Absolute $$) Follow-up Transactions Marketing Attributes Recommended Products Sales Asset Download (SAVO) Search Surveys

Accounts Contacts Leads Opportunities Activities Quotes Orders Analytics

Sales Entities Device Support

Account Contact

Lead Opportunity

Calendar Activity

Download Sales KM

Create Quote/Contract/ App-lication

Contract / Billing items

Visit Customer

Near Me (Map)

Instant Updates

SAP ERP

Billing, Payment etc.

Survey

Marketing Attributes

Auto-Logging

Single Click Follow-upCRM Mobile Sales SAP CRM


Partner managementChannel marketingChannel sales Partner order managementChannel servicePartner and channel analytics

Partner portalChannel manager portal Customer

Channel manager

Partner

Manage and empower partners to more effectively sell to, market to, and service end customers, resulting in a more profitable and loyal indirect channel.

Collaborate with your partners in marketing and service

SAP 2008 / Page 25


Marketing / Lead / Opportunity Management

y Features Streamlined process from marketing to sales Support marketing and sales teams across channels Flexible lead generation, for example as a result of campaigns Automatic qualification with (multiple) context-sensitive survey supportRule-based distribution to the best matching partners Integration in channel management and

collaborative lead and service processing with channel partners

y Benefits Automatic lead processing using standard CRM tools Strong user guidance through process controls Seamless integration of internal and external partners into the workflowCapture and visualize all data related to the leads and opportunities and

manage sales teams and territories with out-of-the-box tools






Program Creation

Program Targeting

DR Event Processing

Program Strategy








Managing agreements




Create a field service request for an on-site inspection

In the DSM application UI, you can create service order items for measures.

The service order item is part of the DSM document structure. Details aredisplayed in the DSM UI.


Use a questionnaire to evaluate the application

For example, eligibility or inspection questions and answers can be managed in the questionnaire. You can also use a questionnaire as a checklist.


Equipment in DSM Maintaining equipments for a premise


Equipment in DSM Assigning equipments to applications or agreements


Program Enrollment & Delivery - Application

y Features Usability focused UI (1 view, hierarchy map, customer validation)Relation to program, customer, premise (optional) Process steps includes approval, eligibility check, status guidance Data objects include questionnaire, configurable attributes, goal contribution Integrated service order management

y Benefits Easy to use document structure Fast application creation with templates and defaults Strong user guidance through process controlsCapture and visualize all data related to the application


Program Enrollment & Delivery - Agreement

y Functions Agreement Contract, created directly or via copy Same document structure as application Same process steps possibleCreation of billing requests upon completion for financial incentives Integration to FI-CA Integration to Utilities Business Roles

y Benefits Fast and flexible enrollment processing possible Strong user guidance through process controls Easy to integrate and extend


Processing DSM-related payments in ERPReview billable items


Processing DSM-related payments in ERP Billing Run


Processing DSM-related payments in ERPCreate invoices for DSM incentives Invoicing Run






Program Creation

Program Targeting

DR Event Processing

Program Strategy








Managing agreements




Typical examples of reporting on DSM data

SAP

Example of a program performance dashboard

Using the DSM data in BW, the energy company can create reports and dashboards to monitor their DSM programs and program performance

Typical examples are:

Program enrollment performanceNumber of applications and agreements by program ID, status over time

Program goal performance actual and pipelineSum of goal contribution per program goal. By measure / product, looking at DSM applications and DSM agreements of different posting dates


More typical examples of reporting on DSM data

SAP

Example of a program performance dashboard

Cost of energy savingsSum of goal contribution per program goal Sum of costs (incentives paid) Calculation sum of goal contributionvs. sum of cost per program

Performance of measuresNumber of number of measures per measureproduct, overall measure count,count by measure product

Portfolio view dashboardShow incentive cost, Number of applications and agreements contributing to certain program goals

Drill-down per program type, program ID, Specific applications/agreement, Measure

Product Id


Monitoring and Reporting

y Functions All DSM objects are extracted and provided in BI for Analytics All objects are extensible and provide archiving Important use cases are performance tested (create, search)

y BenefitsMonitoring program performance against planned goals Easy to extend with low risk Performance and reliability


You can achieve many business benefits with SAP DSM

Support complex program portfolio Reduce redundancy and error prone manual steps

(i.e. eligibility checks) Integrate programs into other business processes

(e.g. Call Center, Billing & Payment of incentives/rebates)

Business Process

Manage program budgets with full audit trail for financial and non-financial transactions

Monitoring and reporting of program performance Flexibility to support internal and external reporting

requirements

Compliance

True 360o view of customer Improve achievement and control of energy savings and

other program goals 360o View

DSM Implementation Options


.

The SAP Energy Demand Side Management rapid deployment solution (RDS)

Reduces overall implementation risk Has fixed cost and fixed timeframe delivers a ready-to-run DSM system with pre-configured programs and processes is set up by the DSM experts from SAP consulting accelerates knowledge transfer into your organization

The rapid deployment solution for DSM lowers risk and shortens the implementation timeframe


DSM can be flexibly deployed fitting your implementation plans

DSM represents a self-contained and compact functional scope that can be implemented as independently or as integrated as required by customers

Option 1: Deploy DSM as part of an existing SAP CRM/ERP landscape

Option 2: Deploy DSM stand-alone next to an existing SAP CRM/ERP landscape

Option 3: Deploy DSM next to an existing SAP ERP system

Option 4: Deploy DSM stand-alone in a non-SAP environment


Option 1: Deploy DSM as part of an existing SAP CRM/ERP landscape

ECC EhP6

CRM 7.0 EhP2

Call Center

Account&ContactMgmt

Marketing

DSM

1. Technical and functional upgrade to CRM7.0 EhP2 and ECC EhP6.OROnly technical upgrade (*) to CRM7.0 EhP2 and ECC EhP6 .

2. Activate switch for DSM

2.

Deploy-ment

options

(*) Functional components besides DSM are not activated but might need to be regression-tested


Option 2: Deploy DSM stand-alone next to an existing SAP CRM/ERP landscape

ECC EhP5 or lower

CRM 7.0 EhP1 or lower

Call Center

Account&ContactMgmt

Marketing

DSM

CRM 7.0 EhP2

Do not upgrade CRM

Do not upgrade ERP

Separate CRM systemis installed for the purpose of running DSM

Data replication from ERP to DSM can be implemented

2.

Deploy-ment

options


Option 3: Deploy DSM next to an existing SAP ERP system

ECC EhP5 or lower

CRM 7.0 EhP2

DSM

Do not upgrade ERP

CRM system is installed for the purpose of running DSM

Data replication from ERP to DSM can be implemented

2.

Deploy-ment

options


Option 4: Deploy DSM stand-alone in a non-SAP environment

DSM

CRM 7.0 EhP2

CRM system is installed for the purpose of running DSM

Data replication from non-SAP system can be implemented

Non-SAP system landscape

Call Center Account&

ContactMgmt

Marketing

Financials

BillingAnalytics

2.

Deploy-ment

options

Examples of business processes implementable with SAP DSM(simplified view)


Process Chain Simple Residential ProgramType Deemed Fixed Incentive

Program Definition

Enrollment

Fulfillment

Campaign Definition

Campaign Execution

CRM DSM CRM Sales

Example:Residential appliances program (Cooling, heating, washing) with a $100 incentive payment


Process Chain Commercial Program Type Calculated Incentive

Program Definition

Enrollment

Fulfillment

Application

Campaign Definition

Campaign Execution

CRM Sales

Example:C&I efficiency equipment, building design and retrofits, am (cooling, lighting, process energy) w/ $5000 incentive payment

CRM DSM


Process Chain Program w/ Notification, simpleType Demand Response

Program Definition

Enrollment

Fulfillment

Example:Demand Response CPP

CRM DSM Utilities Sales/BillingERP or non-SAP

Product / Rate

Definition

Rate / Product Change

Notification


Process Chain Program w/ Notification, complexType Solar Construction & Cogeneration

Program Definition

Enrollment

Fulfillment

Application

Campaign Definition

Campaign Execution

CRM Sales

Example:Solar panel construction (design) and co-generation (production)

CRM DSM Utilities Sales/BillingERP or non-SAP

Product / Rate

Definition

Rate / Product Change

Notification

Thank you

Contact information:

Juergen KuhmannIndustry Business Unit Utilities, Solution Management3410 Hillview Ave, Palo Alto, CA [email protected]


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