Utility Networks
PGE’s journey of improving data access and design in the field
The mobile geospatial tool that empowers PGE’s field crews and contractors.
Learn how Portland General Electric (PGE) navigated the challenges they faced on their journey to digitizing field maintenance and designs, and the impact their mobile deployment has had on efficiency and response times.
Presented by:
Grant Howell, Design Project Manager at PGE
Andy Gay, Former Utility Director at IQGeo
View transcript
Hello everyone. Welcome to today's webinar titled PG&E's Journey of Improving Data Access and Design in the Field. Today's webinar is sponsored by IQGeo. I'm Teresa Hansen. I'm the Vice President of Content here at T&D World. And before we hear from today's presenters, I need to go over just a few housekeeping items with you and explain to you how you can participate in today's presentation. First, if you have any technical difficulties during today's session, please use the questions window to let us know. and our technical experts will help you out. We recommend that you disable any pop-up blocking software or extensions in your browser because these can cause issues with the webinar player. In addition, we welcome your questions during today's events. We will answer as many questions as possible during the Q&A session. That will follow the main presentation, but please feel free to type your question at any time. You don't have to wait until our presenters have finished with their formal presentations to do that. I recommend that you can type them in whenever they type them in whenever they pop into your head. And to do so, you simply type them into the question window, which is on the side of your screen, and then just hit the submit button. Also, please be aware that today's session is being recorded and it will be available on T&D World's website within the next week. You'll be notified by an email when the archive is available, and that email will contain a link to the presentation, and you can use that link to go back and review the webinar. You can also share that link with your peers and coworkers who you think might benefit from this webinar but maybe did not get to see it today. It is free and it will be available on the T&D World website for several months. Also, a downloadable PDF of today's presentation is available and it can be found under the resource tab. You'll see other resources there as well, including a link to related blogs and a link to an earlier webinar that covers more on this same topic. So that's it for housekeeping. Now I'd like to introduce you to today's speakers. First, we have Andy Gay and Andy is a utilities director at IQgeo. He has over 35 years of experience implementing utility operational efficiency projects. Andy's career includes the roles of business leader and program manager at GE, Schlumberger and Excel Energy. Andy is one of the pioneers of utility geospatial network and mobility systems. He is currently focused on the expanded use of analytics and blurring the lines between back office and field workers. We also have Grant Howell, and Grant is a design project manager at Portland General Electric. His primary responsibilities include design and management of line extensions for new PG&E customers. He has prior experience with system maintenance design work as well as drafting and GIS data maintenance. He has more than five years of experience in the utility industry. And Grant holds a certificate of engineering and grant holds a certificate of engineering and grant holds a certificate of GI science from Oregon State University and a bachelor of science in environmental science. Gentlemen, welcome to today's webinar. And Andy, I'm going to turn the program over to you to get us started. Thank you, Teresa. Thanks for the introductions. And first of all, like Teresa said, Andy Gay, I'm the utilities director at IQgeo. Coming to you this morning from soon to be snowbound Colorado. So appreciate everybody joining this morning, this afternoon. Thanks for your time. So Teresa has done the introductions. I will be giving a brief overview of IQgeo, what we're all about in our history at Portland General Electric. And then I will, as quickly as possible, turn the presentation over to Grant, who will give you a very compelling view, I think, of what his work at PGE encompasses. So real quick, at a high level, IQgeo is all about enabling workflows and providing tools to the workers in the field to make changes to the utility network, update the utility network when the job is being done. And when we talk about change makers, obviously, there's some organizational components that go along with that, as well as freeing up the people in the field to make edits. An overview of our company, we have over 320 customers in the utility and telecoms business, and we focus solely on utilities and telecoms. We have 60,000 plus global users. We're a smaller but quickly growing company, over 140 employees. You can see on our little map, we have offices in North America, Europe, and Asia Pacific. We are a very network-focused company, and you'll get that flavor as we go through our presentation this morning. We have a number of proven applications and a number of very good customers, of which PGE is one, obviously. We have customers all over the world, are publicly traded on the London AIM Stock Exchange. And like I said, we're growing very quickly. I think we've added at least 20 employees so far this year. So great backlog, great work content. So to summarize our applications, you can think of IQ.GO as one source of truth, single pane of glass. What that means is we can do a lot of things on one platform. We can bring different land-based data, web information, weather, combine that with multiple GIS feeds. Some of our customers have more than one GIS, and we'll talk about that a little bit. It puts it all on one platform, makes it very easy to do cross-functional training for people doing work in different areas. We have a field view capture capabilities and design capabilities that you'll be seeing today. And a number of integrations to back office EAM systems, because that lets us do order management and brings a much greater amount of asset data available in the field. And I listed out some of the things that I've observed. I've been here two years now. And this is what I see our customers using our product for and what they like about it. Like I said, it provides one view of multiple GIS inputs. We have some customers that have grown inorganically. They maybe have merged or sister utilities with multiple different GIS feeds. It removes that drama from field workers so they can have one view. And if there's a transition in the background GIS, then they're free from that. Replacing aging technology. There's been a lot of good mobile systems developed in the past, and I've been part of some of those. But, you know, 1990s technology is very hard to support. In many cases, vendors don't do a good job supporting them. So, not only do we provide a much more modern architecture, but like I said, more and better tools. We can support all workflows in a business, whether they be operational or things like gas leak survey, electric pole inspections, veg management, and outage management, all the way from things that are relatively simple to complex like field design. We support a connected grid model. I like to say we're a GIS in your pocket. You take it to the field, iPad, iPhone, laptop. Same view is available on any platform. We do meet rapid deployment requirements. I'm sure anybody who's part of an IT shop or utility business, you know, here's the mantra every day. I got to get this done now. Our, just starting from scratch project typically is two months to five months, and sometimes even shorter with customers that use a, one of our cloud based implementations. We're very good and our customers are very good about user engagement. You'll get a flavor of that from Grant today. Grant is a designer who's been part of our development project at PGE and PGE promotes that as well. And last but not least, and somewhat surprisingly to me is when we use one of our applications or even when we do demonstrations, we get a lot of comments about how fast our user interface is. And something I sometimes take for granted that, again, older technology, technology is built up from a very complex platform. It takes a long time to do retraws, panning and zooming, really simple stuff. And that's what we're really good at. Now, I'm going to segue just a bit and talk about our history at Portland General Electric. And then, like I said, we'll have Grant give you some specifics about, you know, one of our applications. First of all, a bit about PGE. And I don't think PGE needs a sales pitch necessarily. They have a great reputation of being industry leaders and thinking outside the box. But these are my view of, you know, what they hold valuable for what it's worth. I think it's a third party view is kind of interesting. They do like to think outside the box, and we've talked about that already. They're very focused on customer service, and Grant will give you a flavor of that today. They're an industry leader in grid decarbonization in the Pacific Northwest. Very serious about that and preparing for all the changes that's going to bring to the T&D grid. So when they focus on our product and the workflows that we'll talk about, that's what they're all about. How can I be adapting my grid quickly? It's not about the technology for its own sake. Streamlining workflows, making the organization more efficient, getting corporate data updated at the coalface, and not having a back office process. You know, add months to the data updates. Applying technology with urgency. I hear that every day from them. And if it takes two months, they want it in six weeks or four weeks. And involving workers in the process. And I think Grant's a great example of that. But of all the applications we've done at PGE, and there's been several, they've been very good about bringing in the actual users of the product as part of the project team. And as we go through agile development or even configuration, they're part of the process and give their input. And it makes the actual implementation much easier. We've been engaged with PGE since 2019. So almost three years now. They have applications to do general field work. They've had something new in the Pacific Northwest in the last few years is how critical wildfire management has become along with storm management. We've done a number of proof of concepts. They like to use the, that's a common practice. They do a small, quick four to six week POC. Sometimes they do it on their own. And that kind of drives the implementation projects. We're currently doing a design project, asset replacement project that Grant will be showing us. And we're about two to three weeks away from product implementation, productized implementation going live with that system. We have a current project for pole inspections, damage assessment, outage orders, and a number of other things in the queue. And along those lines, PGE now owns an enterprise license agreement. They can use IQgeo in any situation that they need to. And when they got started, some of the things that they were looking for and some of the things a lot of our customers are looking for is improving their geospatial strategy without spending a whole lot of money up front. Things they like about IQgeo is we're not part of a traditional GIS platform that maybe has grown up through a number of different architectural evolutions. We have a modern architecture and that's all we're focused on. We cover large portions of workflows in the field that we've talked about. We cross over from engineering applications to operational applications as well. So we can accommodate real-time data feeds. We can do designs in the field and updates from the field. Even simple complex things like designs and simple things like red lines and notations for updates in the back office. We have one shared architecture, which again, I think is a huge advantage across all these workflows. And we can use any device, any OS, online or offline. It does allow our users to explore alternatives to a monolithic geospatial solution and rethink the cost and long-term risks of a traditional GIS. And I think when you look at our demos today, you'll get a flavor of that. And as we have worked with PGE on this design tool, several of the things that we've learned in the past, I've learned in the past myself, at previous iterations is quite often the design tool, legacy design tools I've seen that are geospatially based, grew up from a desktop focus system, very expert friendly, not necessarily designed to be used by workers in the field. It may be a bit complex and trying to be everything to everyone, not following the 80-20 rule, jumping right in and try to accommodate very complex designs. And we've tried to avoid that because we think that complex civil design work is probably always going to be done in a specific way, using CAD tools, using a number of different tools that we're not immediately setting out to supplant. And of course, my IT shop wants to reboot my computer at the moment, so I'm going to defer that. And so you'll see, we started with, we're going after the 80% of the high volume, lower complexity workflow to start with, and you'll see that. Traditionally, back office processes are spawned to keep the data up to date, which really just paves the cow path. Creates a stack of digital paper instead of real paper. Some function in the back office has to take care of and digitize and enable in a GIS maybe weeks or months later. And obviously, as we approach a more complex TND grid, that data has got to be updated right now. And then to that point, enabling a future view of the network, those designs have got to be available in my ADMS and my OMS so I know what's coming. I can activate it and avoid outages as I activate different parts of the TND network. So these are all lessons learned that we have taken seriously and you'll see that we've taken those to heart working with PGE on our design tool. With that, without further ado, I'd like to turn this over to Grant. Grant will be showing some slides and providing a demo of his new system. So, Grant, I'm going to get out of your road and thank you and take it away, please. You bet. Thank you, Andy. Appreciate it. So my name is Grant. I'm a design project manager for about three years here at PG. Been with PG for a little over four years. In my current role, I provide line extensions designs to PG customers who are looking for service upgrades, new services, anything like that. Prior to doing that, I did a lot of single asset replacement and pull replacement work for the company, both capital and O&M projects. And prior to that, I had a background in drafting and design work. So I would produce job sketches and use our GIS system to update the production database as well as produce designs for project managers. So I have a pretty good perspective on, you know, where our company's been at and where we're looking to move with new tools. So moving into some of our current challenges that we've had with our existing platform, the current process for producing designs typically involves printing out a copy of a map and bringing it with me in the field, be it a paper copy or a printing copy that's on an iPad to annotate. That process both for implementing field corrections as well as creating a draft for a design involves multiple steps. Typically, I'm out there with a pen and paper marking down if I need to correct service line locations, anything like that, and providing that copy to either one of my designers or someone in our GIS department who maps those changes. Field conditions are typically, if we photograph anything, we're taking pictures of it on a phone and having to transfer it to a folder on a shared drive on our computer to keep track of it. And in regards to customer work, customers have to wait for each iterative step with this. If they provide us with a site plan and we need to work on posting a land base or a footprint, that takes time before I can really start working on the correct land base to produce a design for them. Another kind of challenge we have is our system of record is Maximo. And when we receive requests for service from customers, their site plan and their request for service form or a load sheet they provide to us is uploaded in there. And typically, I either have to download a copy and print it out or save it on a shared drive to access in the field. So that presents some challenges. We also have safety and access notes as well as customers have medical certificates. And unless I print out a job print that has that before I go out in the field, maybe a little uninformed as to what I may be meeting out there. So moving into some of the improvements that we're looking for, access to Maximo attachments in the field. I gave the example of site plans and load sheets. Being able to view those directly in a mobile device is a big game changer for us. That also goes for approved work in the system. I can look up any approved work order that's near me in the field and access designs for that. So if there's a design going on down the street, I want to incorporate some of those changes or I want to see what that project manager has done to improve our system. I can view that sketch. One of the other big key items that we need is the ability to capture field conditions and submit field corrections, be it capture photos of equipment or customer meter placement to consult with the customer or other internal resources, as well as making corrections to our mapping. You know, maybe we had a storm come through, we ended up moving some secondary and we need to reflect that in the field to get an accurate materials estimate. So being able to submit those field corrections in the field, not have to hand draft a copy and submit, it's huge. Moving up on this too, follow up site visits with PGE crews. Anytime you need to access pad mount equipment or any type of vault, if I want to make sure all the cable tags match or, you know, all the switching and the normal opens on the primary are correct. When I'm out there with the crew and I'm looking at the equipment, I can immediately submit field changes if there's something that needs to change, which is huge. The other point we have here is cost can be estimated in the field for materials and crew time, particularly with some of our wildfire mitigation efforts and other projects that we have. There's differences in costs and being able to see those material costs in the field really makes a big difference when we're having a conversation with a customer about options for their line extension. So I'm going to move forward here. Our current process is very much based on desktop GIS software. All of our information, our system of record is copied or downloaded to a computer. Hand sketches are typically drawn from either an export from our GIS system or a screenshot from a web viewer. We typically take notes and we write out a separate materials list and those are submitted to a designer to complete the design on. So what we're looking forward to with mobile based lightweight design is being able to access the work orders on the mobile device in the field and have the drafting of the notes recorded directly on the mobile device. So I can draw where my new primary is going to be or where I'm going to set a new poll and have that show up on the iPad and take it back in the office and finish it up and submit that work order for approval. So with that being said, I'm going to transition here to demo and share my screen. So it should be broadcasting my screen now. Then we've got the IQ Geo Lightweight Design Tool open here. I've got two test work orders I'm going to run through today. Both are essentially single asset replacements or poll replacements. I picked two of kind of medium complexity here. The first one we're going to look at is a poll has double distribution on it as well as a tap line that heads off. It's got a three-phase service on it that's going to be the transformers are going to need to be replaced as part of the poll design. So this is what you would see when you open up the iPad in the field for simplicity's sake with presenting. I'm sharing it on my desktop here. But the steps I'm going to run through here are going to be available on the iPad and function the exact same way. So I'm going to start this design here. And I do want to start designing. So working into this, this is the WorkerPress polygon that's generated from our system of record when we acknowledge that we received the work order. So I can go in and I can edit that here. I can change the shape of it. And in this case, I'm going to make it a little bit, actually, I'm going to make it a little bit larger to encompass the next span up. I also have some secondary wire replacement I'm going to do as part of this job. I'm going to change the shape down here to reflect the orientation here on Milwaukee Avenue. So I'm happy with that. I'm going to hit save here. It'll update the boundary. And I'm going to start off with replacing the poll. So the poll was installed in 1981. We're going to change it out, for example. So I click asset replace here. Just tap that on the iPad. I'm going to assign a work location to this to start off with. We're going to replace it with the same height and class of poll. So I'm going to minimize this window. And it literally lets me draw the new poll right on the map here. In this case, the poll is set on a corner in the middle of an ADA. We're going to want to maintain that placement as much as possible. So I'm going to project it right there. Click replace. And it automatically shows the new poll set here with the work location right under it. So in this case, now we need to work on assigning material. This is going to go into an estimate that's pushed back into Maximo. That provides a store with all the materials they need to build the job when they go to construct it. And in the case of if this were customer work, it would also be a potential cost that the customer could pay for a portion of the work. So we have a compatible unit chooser here that has access to our entire materials library. We're able to search not only by code, but by description. So I'll give an example here. I'm looking to replace that 60-foot class one poll. So I can type in poll 60. And it sorts them all here. So in this case, I just need a 60-foot class one poll. Here it is. And I can hit close. And it automatically loads the poll in there and shows it as being installed. With a lot of these jobs, we need to show both the install and the removal to account for scrap cost or material removal, as well as encompassing the labor time on that. So I can click add remove C here. And it duplicates it and applies the remove work function. So I'm going to move through this and just kind of build the rest of it here with the compatible unit chooser. Pardon me. I'm going to update the quantities and the work functions afterwards. So this has got a three-phase service on it. So we're going to need a bracket for that. Let's go through that here. Transformer pull attachment. And we're also going to need three transformers. This is a 277-480 service. So I need the 277 transformers. We're going to need the wiring units for those as well. Let's see what else do we have here. We're going to need to frame the pole for its double distribution. It's got pole top framing with the distribution circuit on top, as well as one below, as well as the tap line to the east there. So we're going to call out for that. As well as the underbuilt here. And we also need to call out for that tap line. Let's see here. And I also need a dead end clamp for that. So I can type in the end clamp here. I can select the one that I need. This isn't included with the framing unit for a dead end. It depends on the wire size. So I picked the one for that. And let's see here. I also have some open wire secondary I want to replace. So I'm going to remove that. So I'm going to remove the cross arm for that there. And let's see here. What else do I want to install? Oh, I also need to install ground rod on this. So I'm going to add that in. I can close out of this and it's updated with all my CU's. In this case, the open wire cross arm, I want to just have remove only. This single cross arm here, I'm going to remove that. And I want to also remove these. And I want to change this quantity. So we're going to update the quantity of three because we need three transformers. In that case here, I also want to show the new transformers on the map. So I'm going to select them here. Let's click replace asset. It's three phase and you count it all together. And these ones are going to be. Let's see here. 225. Actually, these are going to be 277, 480. So I'm just selecting the attributes here that I want to populate on the new feature. And then I draw it on the map. So in this case, I'm going to draw it down here. Hit replace. And also let me assign CU's to this. I assign the CU's to the poll that we can also assign them here. So I'm going to continue with this. Let's see here. I'm pretty happy with the rest of the CU estimate. I think we're going to want to mark removals on all these as well. All right. And I'm pretty happy with how that estimate's looking here. I actually want to change this one to three. Update that. The other thing I want to mention here is we can also replace secondary or primary wire, be it on a span or going to a transformer. In this case, I'm going to remove this and replace it just feeding a street light here. So I can also click asset replace here. Going to match the phase on it. The conductor size is going to be, we're going to pick two gauge for this. It's aluminum TX. Pick the installation there. I'm sorry, that's actually XLP. So I'm going to draw that new secondary coming off the new transformer that we're going to place and mark it down here. Connect it into the existing. Hit replace there. So I can also assign CU's to this. In this case, I'm going to remove the existing wire. And that's going to be number six copper. And that here. I'm also going to install the new TX. And there it is. I want just the quantity count. So the great part about this is it takes the measured length of this feature. And I'm able to, it applies a quantity to it automatically. If I want to change that, I can edit here. Let's say I want the span to be, it's only need to be 130 feet. You can save here. And also add a second work location at this pull down here. And draw it back to there. Create those. So I'm going to want this work location here to be assigned to a span. So I'm going to click the span again for the install feature and assign it. And associate it. The reason why this matters is that our CU estimates and our materials are structured in work locations. To categorize them, make it a little bit easier for the designer, the DPM, the project manager to sort through when they approve their estimates. So these work locations here are mirrored in our system of record when we approve the CU estimate. In this case, I'm pretty happy with how this is looking. Actually, the only other thing I want to do is I'm going to want to change out this fuse. The new pole is going to have a new fuse on it. So we're going to replace that. This is C phase. And type, it's going to be a T link fuse. The link rating we're going to match. I think it's a, let's see here. It's a 25 T. So let's pick 25. And then housing rating is going to be a 142. That's our standard cutout. So I'm going to draw the new cutout here on the tap line and replace it. This also lets me assign C use to this. So I need to choose the correct fuse. It's going to go inside that cutout. So I'm going to choose one phase cutout with tap. That gets us the material as well as the cutout size. Here. There's our 25 T link fuse. In this case, I'm also going to want to associate it to the work location that's same as the pole. So I can select that here and associate. I'm pretty happy with how this is looking for a design. So I'm ready to run QAQC on it. I'm going to click on my work polygon here again. I'm going to run QAQC and let's see how we did with all my assignments. This helps. The QAQC function helps to ensure that the lines I'm drawing are going to function with tracing as well as the work locations and compatible units. In this case, it shows that work location 2 has no assets associated with it and the transformer doesn't have any C use associated with it either. And it shows transformers and assigned to work locations. I'm going to correct those issues really quick and click on the install transformer here. I'm going to associate that to a work location. Let's see here. Associate that. In this case, the transformer, it's going to want some material there. So I'll put the transformers in here. Let's go back here. Update that quantity. Let's get back to the pole here. Remove those transformers from the pole. All right. We'll run QAQC again one more time and then I'll move into the job sketch creation. Let's see here. Oh, that's right. I need to move my work location too because there's no C use net. So when that goes into our estimating system, it won't recognize it and won't be able to prove the estimate. So I'm just going to remove that one here. All right. We're going to run QAQC one more time. This makes it a lot easier. We move back into our work order tracking system to have an accurate CU estimate and be able to quickly approve it. So it definitely saves us a lot of time when we move back into the office and we're reviewing the final draft and working to attach it. So in this case, I passed QAQC. You also notice that it's labeled all the features here. In this case, I'm going to update the whole geometry a little bit here. Move that out a little bit more. Save. There we go. I'm going to do the fuse over as well a little bit here. Very good. All right. So now we're ready to move into the job sketch creation. So all the mobile design work here that I've done can be done on an iPad. You can also look at the cost summary here. So this shows all the work locations and it sums all the labor hours here. We've got about 30 hours of install label, seven hours of remove, so about 37 and a half total. So that's about a day's work for a crew to do this. Also shows my material cost for the new material as well as the removals and a sum of the total cost. So in the case of, you know, fitness work like this, we're just replacing a pole. You know, not a big deal, but if this were a conversation with the customer, let's say they want to relocate that pole for a development-driven project, having an informed idea of material costs is great to discuss with the customer. All right. So in this case here, we're ready to move on to the job sketch. So I'm going to open it up in a new window here, and this shows the layout. We've got layout templates that we can use. In this case, this is going to be just an overhead layout. And so this is our standard job sketch. It has a lot of the notes that we have here for construction requirements if customers connect in service or we're going to run it by a crew. We have some safety call-outs here. I'm going to change out my north there. And these are all objects that we can click, draw, place, and move, which is really wonderful. It's a big change from having to work in a traditional design tool where things take a while to label, and redraw, et cetera. So this is a big improvement. A great part about this is I can also save. Let's see. Let me zoom back out here and get it in the work location where I want to be. When I'm ready to save this template, if I want to come back to it later, I can hit save here for design drawing and I can say, I'm sketch. That way, if I want to come back to this later, I'm able to load the exact layout I have here. So the other great thing is we have these title blocks down here at the bottom that cover, pardon me here, that cover the address. This is all auto-populated from Maximo. So it shows my name, my contact information for the crew. I'm the one that drew this. It shows the description of the work that we're doing as well as the address. So all that information is copied from our Maximo, makes it very easy to go in and modify this. So in this case, this would be ready to export and print for a job sketch. So I just print it to PDF and I'm ready to upload it and finish my estimate. To move back into the design here, I can submit this for approval and it will submit the design to Maximo. So what that means is I now, it takes a little bit to synchronize, do the integration that we have. It's about a minute or two, but I'll be able to open Maximo and it will show a completed CU estimate. So that's the first example that I have. I'm going to quickly move into the second one here. Again, I chose all work that's assigned to me for my designs. I can either select in window or all. In this case, it shows me all the work orders I have that are assigned to me that are waiting for design. So this is the only one I have that I haven't started yet. This is just pull replacement. I want to get a replace the primary that goes to the pad mount transformers on either side of this pull. So I can click start design here. And it opens it up. So I'll start with the pull here to replace this. In this case, it's a 45 foot class four. I want to replace it with a class three. We're going to start with that and draw the new pull location here. Draw it down just a little bit here and hit replace. We're also going to replace this transformer. So we'll start off with that. And replace it with the same unit. So it's really easy for me to select these features and draw them on the map. And when I'm ready to assign CUs, I can go in and search. It really makes it very easy to essentially build my estimate and have it be ready to present. So I'm just going to add a few things in here. Pull attachment. The wiring unit for that transformer. There we are. So in this case, all these primary runs are in conduit. Standard practice we have is to work on, we would replace the primary that runs over to the transformer here. So I can draw this underground tap line here and I can replace it. And it will let me replace them and match the phase here. It's our standard underground primary for most common distribution that we have in neighborhoods. It's going to be EPR jacketed. And it will let me draw this cable replacement here. So I'm just going to draw it around the existing one, reconnect it back to the pad here on the transformer. Hit replace. And so it shows the existing line is removed in green and it shows the new installed line in red. In reality, the crew is going to pull this wire out and they're going to reinstall it on the pole. And I can also assign CUs here. So the crew is going to need a little bit of time to do pulling setup. Let's see here. There we go. Pulling setup. Having the ability to search the description of all the labor codes and material codes we have is very useful when we're writing up these estimates here. So it really, really makes it a lot easier. In this case, it's got about 400 feet of wire. I'm going to change the quantity of this here. I just want one half hour unit of pulling setup for the crew. Also going to go in here and replace this fuse just as I did on the other one. Replace that. And the great part about this is I can look over here and see what I'm replacing. I don't have to flip back and forth. So in this case, it's a 10 amp fuse. So it's easy for me to find that information in the existing window. And I assign those CUs there as well. So I'm going to want to remove the existing one. I'm going to want to add in. We've got a unit for building these that has everything in it. In this case, we're also going to replace the conduit on there. One with brackets, one without. We're doing it's got two primary risers on it. We only need one set of brackets. So we'll do the same on this one here. Mark this for replacement. We're going to draw just the same. So this really makes it very powerful for doing single pole replacements. A single asset replacement for a pole often has multiple features or other equipment that we have to replace when we're out there at the same time. So having the ability to incorporate all the material as well as showing it graphically in the job sketch and being able to do this in the field is really significant. It's a big time saver, especially when we're doing this kind of work. It's a big improvement from having to do a hand sketch, write this all out, go up and write a separate materials list and submit it to a drafter. So a lot of the single asset applications to do would maybe just be a pole that has, you know, a single dip on it or maybe none at all. But having the ability to do this really expands the number of jobs that we can do. We're not, you know, really constrained by, you know, we're only able to do, you know, poles with, you know, no primary dip sample. So we don't, we have very few limitations for pole replacement for this tool. So, in this case, I'm going to jump back in here to my design and I'm going to assign some work locations here. I'm going to start with, I think I've got work location one here. Start creating them. I've created work locations for each transformer. It's on the end of it as well as the pole here. So in this case on work location three, I'm going to want to assign this fuse. And the great part is, is that it's just, you know, point, click or tap. In this case here, I want to pick this installed primary I've done. I want to associate that to the span location here. So when I push these estimates into maximum, they'll automatically load for me and I'll provide an example of that here. So this is the job, the first job I worked on. I should have an estimate here. And so here I've got a new estimate loaded and this is where all those work locations come in. I've got work location one and one, one, two span. And it'll show me a list of all the compatible units that I put in as well as their quantities and their costs. So this is a really powerful function for us to be able to have the materials directly in the tool and be able to push it into our system of record and generate an accepted estimate from that. So that's, I think that concludes our live demo for today in terms of showing some of the functionality with sketch layouts, as well as the ability to draft and update field corrections in the field. I guess I'll provide a quick, quick example of that in regards to this full location here. Let's say this pulls action on the property line. It's not set south in this tax lot. I can get the pencil here. If PGE field correction, I can place the correction on the field. I can note, please. I can note, please. Yeah, pull on property line. Some of the municipalities that we work with have pretty specific requirements on whole locations. And we want our sketches to be as accurate as we can to field conditions. And this allows us to do that. I can also upload a picture if needed, which is very useful. So at this point, I can hit save. And it will send this field correction to our GIS department and it gets worked through and posted automatically. So that's kind of a conclusion of what we have for lightweight design and how project managers are going to be using it when it's implemented for in the field work, as well as coming back and doing some office work for final production of the job sketch, as well as we have other attachments we have to include when we submit these work orders for approval. But being able to do a lot of the drafting and material selection out on the field when we're looking at the work that needs to be performed is huge. I would argue it's a game changer for us for increasing employee productivity, as well as with those field corrections, being able to update field conditions, be it a safety concern or just a correction for the system to make our maps more accurate. So at this point, I'm going to turn it over to Teresa for Q&A. All right. Thank you very much, Grant. That was a great demonstration. And thank you also, Andy, for getting us started there. So we already have several questions that have come in, so I'm not going to delay too much. I just want to remind everybody in the audience, if you haven't already sent your question in, it's not too late. You can go ahead and do that right now. So let me open the question box here on my screen and we'll get started. Okay. So this first question has several different questions. So I'll read it slow and then I can always repeat it if you guys need me to. But it says, is it applicable for distribution lines design only? And then it says, for transmission lines design, we use 3D corridor LIDAR mapping. What cost was saved and do you have techno economical calculations done? So I'll jump in. For this application, it is distribution only. PGE does have transmission system. So that is something that we may be dealing with in the future phase. They do have LIDAR data and perhaps that's part of a future of edge management application. But what you've seen today is distribution. Okay. Okay. Perfect. So we have another one here that says, will you get notified if your input is incorrect equipment or wrong voltages? Yeah. So that will come up. We will get notified as part of the job review as well as, you know, we're able to view the transformer voltages in the field for the service And I know that the only services PG offers that are three phases are 120, 208, 277, 480. So if we input the incorrect voltages on there, we can take that and make corrections because that's also material correction as well. Most of our distribution feeders have standard voltages there. And there are a few that are non-standard. And we have to specify different material, different equipment, you know, transforms out of taps. So we will get notified if we input incorrect equipment or wrong voltages. So. All right. Perfect. Okay. The next one says, how will the new mobile tools impact customer service and employee safety? Well, you know, the thing I noticed. Go ahead. I'm sorry, Andy. Go ahead. I didn't mean to interrupt you there. I think I have a little lag on my hand. There is a little lag. I'm not sure, you know, necessarily not on the job site, but, you know, reduce the amount of time to the customer query to, you know, getting an estimate that's validated and approved. Obviously, this system, you know, builds the estimate for you as he, as he selects the CU from CU palette. So I think that, well, not necessarily maybe, I know our goal is to be able to do a design and present and show and get approval from a customer, but, you know, there is an approval process that has to happen, but it's greatly streamlined in any case. Okay. Grant, did you have anything you wanted to add to that? Yeah, definitely. Yeah. From a customer standpoint, being able to inform the customer, even at a rough cost, you know, I'm always hesitant with customers to give an exact number depending on, you know, what comes up in the job review process with the supervisor, you know, other site conditions that, you know, you may not see on my first site visit. But it's certainly nice to have a more informed conversation with the customer about that. All right. Thanks. Let's see. The next one here says, what areas of time savings do you see with the new digitized design workflow? Go ahead, Grant. I think you covered a few of those in your demo. Yeah. So some of the time savings that I see is eliminating the duplicative of the user. Is eliminating the duplicative kind of nature of printing out a hand sketch and taking it with me out in the field. If I have access to live production data on an iPad that I can view in the field, I'm able to make more informed decisions about what direction I want to take the design. And I can make, like I showed you guys in the demo, we can make those markups on the device in the field. I can be sitting in my car. I can be standing on the sidewalk looking at the pole and going from top to bottom and looking at how I'm going to build that replacement for it. And being able to incorporate those materials in the field and identify exactly what I need. I have confirmation of wire sizes and if I determine a wire size that maybe it's mapped incorrectly, I can submit those changes in the field and get them back real quick. So those are some of the time savings that I see with using this new mobile tool. All right, perfect. Okay, let me, I lost my questions here. Hang on a second. Let me, there we go. Make this window bigger. Okay. We have one here that says, I like the Maximo interface ability. Did you find you needed to make significant data improvements to Maximo for effective use in the field and how big an effort was that? Let me, I'll give my two cents and then Grant can jump in. I didn't see a lot of data correction on the Maximo side. I know PGE has got an ongoing project to streamline their compatible units and potentially create macro units, you know, more so than what they have today. But really it was the work that we did was, was focused on the integration, which was done via an AWS integration platform where we would just send data back and forth as needed from Maximo to IQgeo. And as Grant said, the IQgeo platform does have, I believe there's about 5,000 plus compatible units that were all downloaded initially. And there's a periodic update of those as new ones are added and old ones are retired. But I don't recall a lot of, we didn't involve the Maximo team a whole lot other than on the integration point. Yeah, I would say we didn't have to make any significant data improvements. I will say that the integrations that we've been able to accomplish between IQgeo and Maximo have really been seamless, in my opinion, for both accessing, you know, information that's attached to the work orders, you know, any type of PDF or site plan. And to kind of speak to the compatible units, we have an ongoing project to produce more macro bundles that include, you know, everything you would need to replace an entire poll that we've kind of codified into a naming system. So that's been incorporated, but there wasn't really a big hurdle or a challenge with it. All those new material in the CU's integrate very seamlessly in their, you know, index and their searchable in the CU selection tool inside IQgeo, which really makes it powerful to ensure that you're choosing the right material and, you know, you're able to make an optimist in with that. All right, perfect. So here we have another one. It says, can you speak to the challenges of interfacing ESRI's GIS system with IQgeo? And do you have any suggestions on how we should approach this? Yeah, I can address that. Challenges? I mean, obviously it takes some tweaking, but we do have an ESRI ETL product. Like I said earlier, IQgeo is GIS agnostic. So, you know, we have to configure that product to download and use a translate PGE specific model into the IQgeo platform. But that was done back in 2019 when we first did the original project. So I don't think that that was, didn't impact this project at all. It's been, it's been stable for a couple of years now. All right. Thanks for that. Let me, again, my questions keep closing up on me. Here we go. So the next one says, what functions do you see as essential for a mobile design tool and how have those been incorporated? Well, to me, there's a few things that were basic. One is the CU selector. And if we had more time, I think we could show, you know, some of the things we've done to streamline that, you know, with the favorites. And, you know, as Grant does his work over time, you know, we can elevate those, that list of things that he uses day to day and make it a little bit more effective. We didn't get to show it, but there's, you know, points and spans that can also be applied, you know, for Maximo. So Maximo knows where to deliver materials. And I think, you know, something that Grant pointed out was the ability to create PDF sketches and edit the sketches right inside the tool. That was a big thing for the DPMs at PGE. And one last thing is what I would call wizards or templates so that I can add multiple features, multiple assets at one time. Again, if time allowed, I think we could go a little bit deeper into that area. But it is something we've worked with the PGE team to configure things that are typically done as one piece of work and make it, you know, a little bit more point and clickish and add several assets at one time. All right, perfect. Okay, I've got another one here. And it says, is customer data input into the system? If so, how is it protected? I can speak to that one in terms of some of the… Go ahead. Okay. So the only customer data that we have input into the system is in terms of, like, customer-based work is a request for service form that may have some customer information on it as well as a site plan. The examples I chose today for the demo didn't involve any customer work for obvious reasons, but the data is protected through access. So only design project managers and other employees who essentially have a need to know for that information have access to view those in the system. We could probably… Thanks, Grant. We could probably have another webinar on how proactive PGE is on cybersecurity. But Grant's right. We don't have interface to customer information system at this point. It's whatever comes to us via Maximo. All right. Perfect. So we're about out of time. There's one more question here that I think is a good one to end on, and maybe both of you want to comment on it. It says, what do you feel has been your greatest hurdle in implementing this tool at PG&E? So maybe, Grant, that's more for you, but I thought that would be a good one to end on. Sure. Yeah. I think the greatest hurdle is kind of, you know, condensing our, you know, Andy kind of touched on the 80-20 rule with design tools, right? And I think that's the biggest challenge has been focusing on what is the most significant portion of work that we have facing us for designs, and how can we make that more efficient? So, you know, like large complex work, you know, we have different tools we use for that, but for a lot of the kind of high volume, you know, smaller work, you know, being able to condense that down and use that in a design tool is really what we had to focus on. And so there were, you know, a lot of different ideas and asks that we really had to work through and prioritize to ensure that, you know, we focused on, you know, an achievable outcome for, you know, the first round of this lightweight design tool. Yeah, thanks. Grant makes a great point. And why I brought it up a couple times earlier is the participation of the DPMs in this project, and in PGE's case, end users in every project that we do, is, you know, everybody's got a wish list. And wouldn't it be nice to have this and that? But the DPMs as a group, when you talk, and we had showcases and routine meetings, you know, weekly, sometimes daily meetings to go through this. What, you know, do you really need it? You know, here's the cost benefit of doing something a little bit more complex. And usually everybody comes to the right conclusion, like, oh, you know, let's try it this way. And, you know, if we still need an enhancement six months from now, you know, we'll come back to it. All right. Thanks for that. Collaboration is the key. Okay. So I said that was going to be our last question, and I know we're right at the top of the hour, but there's one more that came in here that it seems like one that I think the audience would want to make. Maybe want to hang on and let you guys ask. So I'm going to go ahead and ask one more. It says most ADMS and GIS products have their own mobile tools. Would you advocate using just IQ Geo as the single pane of glass? Well, for me, that's easy, and absolutely. We can get, you know, real-time, you know, abnormal device settings, whatever. We're in the process of working on, you know, toggling a real-time view and an as-built view. I should say as-operated and as-built. That is something that's on our roadmap, and, you know, a couple of customers have asked us to do that. The problem with, I get back to the multiple platforms. You know, it's an IT headache. It's a potential end user and a cross-training headache. But, you know, integrating with outage orders and providing a real-time view of the network is already a path that we're going down. So, I don't see a big hurdle. It's just, you know, user preference. All right. Thanks for that. So, as I said, we are out of time. We actually are over just a little bit. So, I want to thank you in the audience for asking all those great questions. We had some really good ones. We have a few more that haven't been answered, and what we'll do is we'll send those to our presenters, and they will be able to take a look at those and get back to you via email. So, on behalf of, oh, one more thing. I want to remind you about all the resources that are under the resource tab. That includes the PDF of today's presentation. It also includes a link to a related blog and an earlier webinar that discusses some other things that PG&E is doing out in the field. So, be sure to check those out. And with that, that does conclude our presentation. On behalf of T&D World, I want to thank Grant Howell and Andy Gay for presenting and answering all those great questions. And also, thanks to IQgeo for sponsoring today's event. We really appreciate their support. And for those of you in the audience, thank you for taking time out of your day to join us. And we hope to see you again on another webinar soon. Have a great rest of your day, everyone. Thanks, Teresa. Thank you. Thank you.



