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Business Case _ PM.pptx

  1. BI Solution for a Green Energy Client - By Vaibhav Verma
  2. Project Overview and Highlights
  3. Problem Statement and Objective The Client is the biggest green energy producer in the India. They own/operate ~5500 MW of Solar and Wind power portfolio in the country. They needed a one stop BI platform to derive insights from their daily plant operations across the country that would help them drive critical business decisions/outcomes. The BI product would help them achieve the following: ● Help the business users track ~300 KPIs (30 KPIs in real time) across plants from anywhere in the country ● Help track and schedule the equipment maintenance ● Real-time alarm system for prompt action from plant executives ● Generate daily/weekly/monthly reports at equipment, site and portfolio level with options to automate ● Generate CXO level dashboards with Generation level KPIs ● Help develop predictive analytics capability in future
  4. Key Project Deliverables and Highlights ● Project Duration - 14 months Development (testing and prod deployment) + 3 months Support ● Deliverables - A BI portal with the following features: 1. 160 Solar KPIs and 140 Wind KPIs with customizable granularity and aggregation 2. 10 Solar reports + 8 Wind Reports 3. 18 dashboards customizable at site level 4. Functionality to onboard newer plants of any capacity onto the portal in future 5. Functionality to upload missing/lost data and re-computation of KPIs ● Tools used - Looker (BI), BigQuery (database), Composer (KPI processing) ● Data consumption - ~ 200 GB per day for each plant ● Team Size - BI (8+1), Appdev (4+1), Data (5+1), QA (6) ● 90% of the KPIs had accuracy greater than 95%; 7% had accuracy between 80% and 95% ● Development phase completed with 7 Solar and 6 Wind Energy plants running successfully on the portal. Support phase ended with 15 Solar and 9 Wind plants.
  5. Project Management
  6. Project Management Life Cycle
  7. Project Management Plan A Project Management plan was created during the Project Planning phase of the PM life cycle, that included the following: ● Project Scope ● Project Schedule ● Resource Management ● Risk Management ● Communication Management ● Change Management ● Stakeholder Management ● Project Governance ● Project Closure
  8. Project Scheduling Once the project scope and deliverables are identified (jointly with GTM and client teams - that included scope, dependencies, acceptance criteria etc.), we had to focus on the scheduling. This was achieved by: 1. Identifying the major tasks and dividing them into sub-tasks that can be measured. 2. Defining the duration for each sub-tasks 3. Using Gantt chart to prepare a roadmap of the deliverables, with time estimates 4. Identifying major deliverables as milestones 5. Creating product backlog in Jira
  9. Resource Management A Resource management plan was created to efficiently and effectively identify and manage resources during the project planning and execution phase. It included the following: ● Resource Allocation - Identified the type of resources required in the project based on work ● Resource Availability - Identified potential resources available to work, their available bandwidth and other constraints ● Resource Planning (Gantt Chart) - Outlined the schedule and timeline for resource allocation, including how resources will be phased in and out of the project ● Resource Utilization - Defined how resources will be used efficiently and effectively to maximize productivity and minimize waste ● Resource Contingency Planning - Listed the procedures for dealing with any unexpected changes in resource availability or utilization
  10. Risk Management A risk matrix was created to identify potential hurdles that the team might encounter in the future, during project execution and deployment. It included: ● Risk Identification - Identified potential risks to the project, including their owners ● Risk Assessment - Evaluated the risks identified in the project, including their likelihood and impact, to determine the priority of each risk and ETA ● Risk Mitigation measures - Prepared the procedures for reducing the likelihood or impact of identified risks ● Risk Monitoring - Defined how the risks will be monitored and tracked throughout the project, including any changes to the risk assessment or mitigation plans Some of the critical Risks and Dependencies are listed in the next slide. The risk matrix was shared with all the stakeholders on a weekly basis, along with status updates.
  11. Risks (R) and Dependencies (D) - Examples Item Criticality Type Owner Remarks/Mitigation KPI formula/logic sharing from business to BI developers High D Client Regular KT sessions with business users were planned Data integrity - Ensuring data pipeline from the client side is not breached Medium R Client In case of data breach, the lost data would be uploaded to the database through the portal True values of KPIs to be shared with the QA team to facilitate testing Medium D Client Monthly KPI sheets from all the plants were shared Congruency in data type across plants Medium R Client/BI team Thorough Data transformation before KPI computation
  12. Communication Plan A Communication plan was chalked out to define how team and stakeholders would communicate during the course of the project. This included: ● The tools that would be used for the communication ● The type of cadences that would be used to communicate the progress of the project ● The scheduling of the cadences - timing and frequency ● Communication in case of escalation (in accordance with the defined escalation matrix) ● Communication protocols - format of status reports and updates
  13. ● Change Management - This included the methodology to incorporate any Change Request (CR) from the client during the project execution. A proper estimate (budget and time) would be provided to the client based on the assessment of the CR. ● Stakeholder Management - This outlined how stakeholders will be identified, engaged, and managed throughout the project, including strategies for addressing conflicts or disagreements. ● Project Governance - This would list down the methods used to track the project, ensuring the project is on track and highlighting any hurdles/escalation to stakeholders, through various tools (e.g. Jira, Project Plan). ● Project Closure - This highlighted the procedures for formally closing the project and transitioning the deliverables to the stakeholders.
  14. Key Learnings
  15. ● The scope of the project was not defined accurately. Hence, there was a lot of scope creep in the initial phase of the engagement. This was later brought under control by defining the purview of Change Requests. ● Data processing contributes maximum to the daily portal cost. Hence, data optimization would lead to maximum cost saving. ● Looker offers great deal of customization. Hence, it is apt for creating complex visualizations, dashboards and reports at varied granularity and aggregation. ● Frequency of data flow varies from plant to plant (sometimes, type of data as well). Hence, some transformation might be required to compute certain day- level KPIs. ● A given KPI might have different formula for different plants. Looker provided that flexibility in computation of such KPIs.
  16. Thank You!