Liberalização de Mercados na Industria de Utilities e Unbundling

Transcrição

1 Liberalização de Mercados na Industria de Utilities e Unbundling Miguel Gaspar Silva Industry Director, Utilities SAP EMEA Public Luanda, Maio de 2010

2 Tendências Globais que afectam a indústria de Utilities Liberalização de Mercados, Crescentes Solicitações de Clientes, Efficiencia Energética e Inovações Tecnologicas alteram radicalmente o contexto da indústria Intervenção Política e Regulação Competitividade Crescente Inovações Técnicas Solicitações de Clientes Acelerar Crescimento Enforcement of Market Liberalization Funding of renewable energy Promotion of Energy Efficiency Risk of loosing customers and revenue New products and services Introduction of smart meter technology Renewable energy Customer Choice Price sensitivity Expectation of high service quality Acquisition of new customers Adapting to business changes Introducing new business models SAP AG All rights reserved. / Page 2 Public

3 Rumo ao Novo Modelo de Mercado: Do Incumbente Cliente Utility Integrada Verticalmente( incumbente ) Geração Transmissão e Distribuição Admnistração de Contadores e Recolha de Leituras Local de Consumo Vendas e Contração, Serviço a Cliente, Facturação e Cobrança SAP AG All rights reserved. / Page 3 Public

4 ... Que fornece todos os serviços ao longo da cadeia de valor... Gestão de Activos Plan, build, operate, monitor and maintain Power plants of all types of energy resources Smart transmission and distribution grids and connections to premises Execute procurement of assets, material, spare parts, services Manage workforce Serviço a Cliente, Facturação&Cobrança Sell and buy energy products to or from consumers Provide customer service fulfilling the supply contracts Billing of supply contracts and related services Accounts Receivables, Credit & Collections Gestão de Energia Meter management and meter reading Collection, analysis, aggregation, and combination of energy data as the basis for Energy Retail Energy Trading Load Management Energy Portfolios Gestão Corporativa e Áreas de Suporte Analytics Financials Human Capital Management Corporate Services Operations Support SAP para Utilities Modelo de Processos de Alto Nível SAP AG All rights reserved. / Page 4 Public

5 ... para Empresas Especializadas focadas em elementos individuais da cadeia de valor Mercado Competitivo Geração Plant designer 2. Plant engineer & constructor 3. Plant operator 4. Maintenance engineer 5. Plant inspector 6. Energy trader Enterprise Asset Management Customer Service & Billing Energy Capital Management Enterprise Management & Business Support Comercial Customer Service Agent 2. Billing Agent 3. Collection Agent 4. Energy Trader 5. Balance Supplier Enterprise Asset Management Customer Service & Billing Energy Capital Management Enterprise Management & Business Support Operador de Redes(DSO) Grid Access Provider 2. Grid Operator 3. Metering Point Administrator 4. Meter Administrator 5. Metered Data Aggregator 6. Metered Data Responsible 7. Metered Data Collector 8. Meter Operator 8 Enterprise Asset Management Customer Service & Billing Energy Capital Management Enterprise Management & Business Support Monopólio Natural(regulado) SAP AG All rights reserved. / Page 5 Public

6 Liberalização de Mercados Objectivos e Impactos nos Mercados (Europeus) de Energia Objectivos Em 1996 a União Europeia iniciou o processo de liberalização da indústria com o objectivo de estabelecer um mercado Europeu unico de energia. Objectivos: Competitividade Escolha Livre e tranparencia dos mercados para os clientes finais Comercialização de Energia entre estados Sustentabilidade Impacto Dependendo do modelo de mercado, das regras do mercado e do contexto histórico o impacto da liberalização varia de mercado para mercado. A evolução do mercado liberalizado de energia depende de diferentes factores: Há um modelo completo e práctico estabelecido? As regras de mercado estabelecidas estão de facto implementadas e monitorizadas? Quem define as regras de mercado? Regulador (enquadramento legislativo) Participantes no Mercado O mercado está completamente aberto para todos os utilizadores? Já há novos intervenientes estabelecidos como agentes de mercado? Contexto Futuro Os próximos pacotes legislativos europeus e as iniciativas dirigidas pela ERGEG (European Regulators Group for Electricity and Gas) irão acentuar o processo de liberalização e criação de um mercado de energia único Europeu SAP AG All rights reserved. / Page 6 Public

7 Impacto da Liberalização de Mercados nas Tecnologias de Informação Antes da Liberalização: Após a Liberalização: Empresas de Utilities endereçam toda a cadeia de valor desde a geração de energia até à Geração, Distribuição e Comercialização Divisão da Cadeia de Valor Diversificação de Participantes no mercado Focus nas Competencias Nucleares Outsourcing de actividades específicas a terceiros por exemplo, recolha de leituras Adopção de Novas Tecnologias contadores inteligentes, micro-geração, etc. Novos Requisitos SAP Utilities & InterCompany Data Exchange Soluções de IT para novos intervenientes no mercado Novas soluções de execução de processos que não ultrapassem os limites estritos de actuação dos novos agentes de mercado e que suportem a execução de processos em modo colaborativo SAP AG All rights reserved. / Page 7 Public

8 Unbundling: Implementação Empresa de Distribuição Empresa de Comercialização G G Distribuidor Actividade de Redes S Comercializador Regulado S Comercializador Non-Regulated Sales Activity Base de Dados de Clientes A Base de Dados de Clientes B SAP AG All rights reserved. / Page 8 Public

9 SAP Intercompany Data Exchange: Blocos Constituintes Processos customer win, customer loss change of supplier grid usage billing grid usage bill validation and payment change of device change of customer data Infrastrutura Point of Delivery, Service Provider Supply Scenario Service Provider Agreement Switch document Data Exchange Monitoring Check Framework Exception handling framework List processing SAP AG All rights reserved. / Page 9 Public

10 Implementação de um processo de negócio em Mercado Liberalizado SAP IDE IDEX-Country xyz Workflow configuration 4 Workflow configuration I D E IS-U IS-U config External format 1 mapping SAP PI Mappings catalogue BPEM Workflow Workflow 9 Exception Monitor Exception report 10 IDE config 8 IS-U Master data IS-U Master data IS-U Master data SAP CRM CRM Master data CRM Master data CRM Master data CRM config 15 BW cube BW cube BW cube BPEM events/alerts 11 SAP BI 13 Error processing Follow-up action generator Rule catalogue Error catalogue SAP AG All rights reserved. / Page 10 Public

11 Portugal: Processos no Mercado Liberalizado de Energia 3 Grupos de Processos que suportam a automatizaçao de processos I II III Processos do Ponto de Entrega Mudança de Fornecedor e Serviço a Cliente Facturação e Cobrança SAP AG All rights reserved. / Page 11 Public

14 SAP Utilities: Uma Plataforma Modelar de Processos de Negócio para Geração Comercialização Gestão de Business Activos Intelligence CRM, Facturação Reports & Analytics Gestão e Energia e Cobrança Plant Lifecycle Management Network Lifecycle Management Resource & Supplier Management Selling of Energy & Services Customer Service Billing of Energy & Services Customer Financials Management Intercompany Data Exchange Meter Operations Energy Data Management AMI / Smart Grid Integration Energy Portfolio Management Reconciliation & Settlement Energy Accounting Business Intelligence & Analytics Enterprise Management & Business Support SAP AG All rights reserved. / Page 14 Public

15 SAP for Utilities Facts & Figures 7 of the top 7 utilities in Forbes2000* run SAP ERP and Customer Relationship & Billing 39 of the top 50 utilities in Forbes2000* run SAP ERP *Public listed companies on any publicly accessible stock exchange _IndName_20.html SAP AG All rights reserved. / Page 15 Public

16 Sumário Assegurar Conformidade Regulatória Benefit from SAP s cooperation with EU institutions Adapt to current and future regulatory rules Redução de Custos Leverage existing solutions from other markets where possible Share costs with other companies in your market while influencing the scope of your local IT solution directly Assegurar Retorno do Investimento em IT (sem riscos) Count on SAP s experienced solution architects and developers Invest in a solution that is based on latest software architecture Protect your investment with SAP maintenance options SAP AG All rights reserved. / Page 16 Public

17 Soluções SAP são core na a transformação da indústria de Utilities em África Johannesburg City Power Namibia Power Kengen (Kenya) KPLC (Kenya) CEB (Mauritius) Eskom (RSA) City of Cape Town Johannesburg Water RandWater Department of Water Affairs Namibia Water WUC (Botswana) Capricorn District Council Botswana Power Corporation Tshwane Metropolitan Council (Pretoria) City of Johannesburg ZESA (Zimbabwe) SAP AG All rights reserved. / Page 17 Public

19 Roadmap to the European Energy Market Today Future (as to ERGEG) time ERGEG regional market initiatives (electricity): Northern Baltic Central East Central South South West UK & Ireland Central West Liberalization Hub (Connecting markets) SAP AG All rights reserved. / Page 19 Public

20 Energy Standardization Bodies TF-IT observer Common Harmonisation Group and members TF-14? TC57/WG16? WG Retail Market MoU ebes EEG1 Member European forum for energy Business Information exchange EMD ebix metered data project CuS ebix structuring of the energy market project ETC ebix Technical Committee SAP AG All rights reserved. / Page 20 Public

21 The ebix Organization National ebix groups ETC Members: Belgium Denmark Germany Netherlands Norway Sweden Switzerland National projects ETC EMD CuS CuS EMD... ebix projects and working groups ebix Technical Committee ebix Exchange of Metered Data project ebix structuring of the energy market (Customer Switching) project Regular Observers: Austria Finland Nord Pool SAP AG All rights reserved. / Page 21 Public

22 The ebix Goals Develop e-business Standards for the European Energy Market Promote and advance the standardisation process in the European energy market, following the rules of the European Union Cover exchange of administrative data for electricity/gas and wholesale/retail market Approval by international and national authorities User responsibility for implementations and usage Software vendors offering solutions based on the standard Contact and coordination with other international EDI/XML standardization organizations SAP AG All rights reserved. / Page 22 Public

23 ERGEG ERGEG Best Practice Proposition for the Supplier Switching Process The process of data exchange has to be cost efficient and standardized for the suppliers and the distribution system operators Clear roles and responsibilities among actors are of vital importance throughout the entire procedure Furthermore every metering point should have a unique identification number (e.g. based on the EAN standard Global Service Relation Number, GSRN) to facilitate data exchange and avoid misunderstandings SAP AG All rights reserved. / Page 23 Public

24 European Institutions & IDE/X activities Regulators Non EU Regulators Regional Regulators Associations ERRA/EDIEL/ ETC National EU Regulator 1 Advice European Commission Directorate for Energy and Transport Political Goals CEER Council of European Energy Regulators ERGEG European Regulators Group for electricity and gas Controls Monitoring Guidance Markets National Markets (National) Companies Internat. Industry Unions Eurelectric National EU Regulator 2 EUROGAS National EU Regulator National EU Regulator 25 ERGEG Regional nitiatives Congestion management E Network access charges E/G Working Groups Storage management G Consistency framework Customer protection Customer switching issues etso ebix EASEE GAS Interested public Consultation guideline SAP Participation EDIG@S SAP AG All rights reserved. / Page 24 Public

25 SAP for Utilities Liberalization Competence Center (LCC) Commitment & Thought Leadership Henning Kagermann announced at the Sixth SAP International Utilities Conference (Feb. 2007): SAP has launched the SAP for Utilities Liberalization Competence Center SAP for Utilities Liberalization Competence Center Consists of a dedicated team of SAP experts that bundles know how about the liberalized market Works closely with customers in deregulated markets around the world to identify and translate the new specific regional needs Offers solutions (IDEX Add-Ons) that enhance the SAP for Utilities solution to support the new local market rules of deregulated markets SAP AG All rights reserved. / Page 25 Public

26 Legal Liberalization Requirements are Changing in Shorter Intervals Increasing market communication due to growing number of market participants Current standard processes do not cover all market requirements Decreasing system performance due to high data volume Increasing data exchange due to new market participants High costs-to-serve through process complexity Increasing contractual relationships due to new market participants High system load through high-volume billing Manual process handling almost impossible due to rising switch rates Lack of flexibility within current business applications High costs for change management Short timeframe for implementation of new legal requirements SAP AG All rights reserved. / Page 26 Public

27 Increased Flexibility to Meet Requirements of Liberalized Markets New architecture reduces effort to adapt processes to new market requirements Alignment of processes to increasing market complexity Enhanced billing for energy products Flexible management of grid usage registrations and terminations Preparation of grid usage services and grid usage management Cost reduction through efficient process adoption System configuration according to the role of enterprise in deregulated market More effective service provider management High speed billing Enhanced automated market communication Introduction of new architecture Increased flexibility through SOA architecture Simple deployment of country-specific web services SAP AG All rights reserved. / Page 27 Public