ERCOT Portal Replacement Phase 2 Project

Update to RMSPresented by Dave Odle

Thursday, October 16th, 2003

Portal Phase 2

Project Approach• Gathered Requirements by visiting with market

participants at their location.– Dedicated entire day to that MPs feedback– Met with both management and technical users– Documented all requirements received

• Built the requirements document based on requirements provided by the market participants

• Had day long meeting (10/2) with market participants to review requirements list and had the market confirm they were correct

Portal Phase 2

Project Purpose• Provide Market Participants with more intuitive and

useful data transparency around Retail business processes

• Data provided will allow the Market to make more informed/real time business decisions

• DESIRED RESULT: Decreased cost associated to Retail processes due to increased efficiency for both exception processing and more pro-active business decisions

Portal Phase 2 UpdateCOMPLETED ITEMS:• Requirements Gathering

– Met with MPs at their locations for more informed and specific requirements• Market priority session – 10/2/03

– Market participated in prioritizing the Quick Hit list for ERCOT’s initial release– 63% of requirements are quick hits which ERCOT plans to deliver in April, ’04– Highlights of the 61 requirements to be delivered:

• ESI ID status (In-Active, Active, De-Energized)• Pending Service Order (If there is a pending service order, type and effectuating date

will be provided)• Rep of Record Indicator (if you are the Rep of Record)• Wild Card search capability• Results download capability• Several cosmetic and ease of use changes• Multiple ESI ID search capability (both Find ESI ID and Find Transaction)• CSA Indicator (if you have an active CSA instance)• Ability to do Advanced searches based upon dates, original Tran_ids, BPI type,

Transaction type• Key dates of transactions (requested dates, scheduled dates)• ACCEPT or REJECT indicators for transaction business process state

Portal Phase 2 Update

COMPLETED ITEMS (Continued):• Requirements documentation

– Market Requirements Document– Screen shots of suggested new portal

screens• Documentation distributed to MPs

– All documentation built/utilized during both the MP visits and 10/2 meeting were distributed

Portal Phase 2 Update

Next Steps:• Build internal Project Plan – 10/25

– April ’04 projected implementation– Estimated cost of $635,600.00 for Phase 2

• Requirements Transition to I.T. – 11/1• Begin Initial Design – 11/1