Case Studies San Diego Gas & Electric Normalizes Multi-Year Capital Project Management with ARCHIBUS

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	San Diego Gas & Electric Normalizes Multi-Year Capital Project Management with ARCHIBUS

San Diego Gas & Electric Normalizes Multi-Year Capital Project Management with ARCHIBUS

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Utilities
Applicable Functions	Business Operation Facility Management
Services	System Integration Training
Challenge	The capital project challenge for an organization as large as SDG&E, with its diverse facility types, is considerable given its more than 2 million square feet of office buildings, operating bases, substations, and payment centers. Upgrading the existing system to manage that function required a plan equally large to connect its multiple platforms and make them work as one. The legacy project management system in place, along with Microsoft Project, ARCHIBUS applications, Maximo for processing work orders, and SAP handling the company’s financials, created a fragmented environment. This setup couldn't easily perform automated, bi-directional data interchanges with other systems, leading to inefficiencies and a lack of integration. Read More
About Customer	San Diego Gas & Electric (SDG&E) is a major utility company based in San Diego, California. It serves a 4,100 square mile service territory and manages over 2 million square feet of facilities, including office and regional headquarters buildings, operating bases, substations, and payment centers. The company is responsible for providing reliable energy services to its customers and has a significant focus on infrastructure and capital project management. SDG&E's diverse facility types and extensive service area present unique challenges in terms of project management, maintenance, and financial tracking. The company sought to improve its capital project management processes to enhance efficiency, integration, and long-term planning. Read More
Solution	SDG&E transitioned from a collection of project management, work order, and financial software with limited data-sharing capabilities to a centralized, highly integrated IT platform featuring ARCHIBUS at its center. The plan included a 9-month, three-phase implementation to improve its capital project process. This involved phasing out the legacy system, eliminating Microsoft Project, and enhancing its functionality through the customization of the ARCHIBUS Project Management application. The new system integrated space and preventive maintenance data and processes, linking all information with SAP financials to track actual costs per project. The implementation also included gap analysis, process reengineering, data mapping/normalization, establishment of background data/standards, definition of workflow rules, design of feature enhancements, and concluding with training and system roll out. The functionality goals covered the management of project requests, workflow approvals, cash flow and budget tracking, schedules/milestones, project close-out, and document management. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Utilities

Applicable Functions

Business Operation

Facility Management

Services

System Integration

Training

Challenge

The capital project challenge for an organization as large as SDG&E, with its diverse facility types, is considerable given its more than 2 million square feet of office buildings, operating bases, substations, and payment centers. Upgrading the existing system to manage that function required a plan equally large to connect its multiple platforms and make them work as one. The legacy project management system in place, along with Microsoft Project, ARCHIBUS applications, Maximo for processing work orders, and SAP handling the company’s financials, created a fragmented environment. This setup couldn't easily perform automated, bi-directional data interchanges with other systems, leading to inefficiencies and a lack of integration.

About Customer

San Diego Gas & Electric (SDG&E) is a major utility company based in San Diego, California. It serves a 4,100 square mile service territory and manages over 2 million square feet of facilities, including office and regional headquarters buildings, operating bases, substations, and payment centers. The company is responsible for providing reliable energy services to its customers and has a significant focus on infrastructure and capital project management. SDG&E's diverse facility types and extensive service area present unique challenges in terms of project management, maintenance, and financial tracking. The company sought to improve its capital project management processes to enhance efficiency, integration, and long-term planning.

Solution

SDG&E transitioned from a collection of project management, work order, and financial software with limited data-sharing capabilities to a centralized, highly integrated IT platform featuring ARCHIBUS at its center. The plan included a 9-month, three-phase implementation to improve its capital project process. This involved phasing out the legacy system, eliminating Microsoft Project, and enhancing its functionality through the customization of the ARCHIBUS Project Management application. The new system integrated space and preventive maintenance data and processes, linking all information with SAP financials to track actual costs per project. The implementation also included gap analysis, process reengineering, data mapping/normalization, establishment of background data/standards, definition of workflow rules, design of feature enhancements, and concluding with training and system roll out. The functionality goals covered the management of project requests, workflow approvals, cash flow and budget tracking, schedules/milestones, project close-out, and document management.

Impact #1	The new system provided a more transparent, integrated project management environment, allowing projects to be kept on track more easily and avoiding the end-of-year rush to spend budgets.
Impact #2	The ability to report on accurate project details gave management greater confidence in the group's ability to manage more money, leading to a significant increase in the annual budget.
Impact #3	The transition to a multi-year project cycle enabled more normalized, long-range planning and budgeting, with ongoing project activities now considered in three-year increments.

Impact #1

The new system provided a more transparent, integrated project management environment, allowing projects to be kept on track more easily and avoiding the end-of-year rush to spend budgets.

Impact #2

The ability to report on accurate project details gave management greater confidence in the group's ability to manage more money, leading to a significant increase in the annual budget.

Impact #3

The transition to a multi-year project cycle enabled more normalized, long-range planning and budgeting, with ongoing project activities now considered in three-year increments.

Benefit #1	The budget for capital projects increased from $5-7 million a year to over $40 million annually.
Benefit #2	The new system now supports $10 million to $15 million in projects in motion from year to year.

Benefit #1

The budget for capital projects increased from $5-7 million a year to over $40 million annually.

Benefit #2

The new system now supports $10 million to $15 million in projects in motion from year to year.

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Overview

San Diego Gas & Electric Normalizes Multi-Year Capital Project Management with ARCHIBUS

Operational Impact

Quantitative Benefit