Tim Wadle & Mark Steinhauser

Excalibur Production Client Advisory Board (CAB)

Tim Wadle & Mark Steinhauser

Excalibur Production CAB
–

Jan 2010

Agenda

2

•
Introduction / Roll Call

•
Purpose of CAB
–

Client Advisory Board

•
P2 Update

•
Excalibur Roadmap Priorities

•
SBXA Process and Direction / Priority Process and Forms

•
Reporting

•
Production V6 Items

•
Client Discussions

•
Support

•
Next Meeting

Excalibur Production CAB
–

Jan 2010

Client Advisory Boards

3

•
The main purpose is to share information
between P2 and Clients and between Clients

•
Get Input on Roadmap and Product Direction

•
Discuss Best Practices and how to Leverage
Excalibur

•
Discuss Proposed Enhancements and the Best
Functionality

•
Currently scheduled to meet Quarterly

•
There is a EAB that meets Monthly and has had 4
meetings to date


Excalibur Production CAB
–

Jan 2010

Company Overview

4

•
Petroleum Place (P2) is one of the largest independent software
and service providers to the oil & gas space. It is comprised of two
main business units:


P2 Energy Solutions


The Oil & Gas Asset Clearinghouse (Clearinghouse)

•
Deep industry expertise: over 80 years in map data and 30 years in
software

•
Headquartered in Denver with offices in Fort Worth, Houston, San
Antonio, Calgary and Dubai

•
Over $150 million in annual revenue and over 600 team members

•
More than 500 software customers and thousands of
Clearinghouse relationships and map data clients

Product Management Role

5

SIG / CAB Requests

Sales Activity

Support Call Analysis

Competitive Gap
Analysis

Product Strategy and
Vision

Professional Services
Inputs

Enhancement
Requests

Contracts

Executives

Personas

Use Cases

Market Requirements

Value Case

Product Strategy and Roadmap

F O C U S, E X E C U T E, WI N

Roadmap Disclaimer

6

Disclaimer:
The following is intended to outline our general product
direction. It is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making
purchasing decisions. The development, release and timing of any
features or functionality described for P2 Energy Solutions’ products
remain at the sole discretion of P2 Energy Solutions.

F O C U S, E X E C U T E, WI N

Excalibur Roadmap


▪
Excalibur has Released Major Versions ~ Every 18 Months

▪
Each Major Version has included 100+ technical and functional upgrades and
enhancements (V5
-
128 Enhancements) plus many fixes:

▪
Technology Upgrades to Stay Current with Windows, etc.

▪
Regulatory Reporting Requirements

▪
New Features such as Excalibur Workbench, Enhanced Integration with
DocVue
, Tobin GIS, etc.

V4
Jan 2006

Daily & Multi
-
tier

Production

V5
June 2008

Workbench

Paperclip Doc.
Integration

V6
Mar 2010

Tobin GIS Integration

Field Level Security

Enhanced Browser Query

Next

Usability

Technology

7

F O C U S, E X E C U T E, WI N

Excalibur Roadmap

8

Themes

Theme 1:
Improve

Business Process Flow and
Usability


Technology Upgrades to Web Based Application



Production Graphical Network Viewer


Enhance Business Process Flow

Theme 2: Increase Data Access and Reporting Capabilities


SQL Warehouse for Reporting


Dashboard


Excalibur Reporting System (ERS)

Theme 3:
Regulatory Modifications


MMS

Reporting Updates


California Modifications


Texas Severance Changes

Theme
4: IFRS


International
Financial Reporting Standard

Theme
5: Integration


Ecommerce interface with 3 vendors


Doc Management Integration

F O C U S, E X E C U T E, WI N

Excalibur Workbench

Your Excalibur Desktop

9

F O C U S, E X E C U T E, WI N

Tobin GIS Studio Integration with Excalibur

10

F O C U S, E X E C U T E, WI N

11

Excalibur
NexGen

and SBXA

Client

Presentation Layer


Object Styles,
xaml

Business Layer


Application Code,
BP’s, Screen
Definitions

Data Layer


UniData

File

This is what
we can
Influence
with SB/XA

12

System Builder 101

What is Possible with SB/XA

Excalibur Production CAB
–

Jan 2010

NexGen

Process


13

•
Two Distinct Steps

1.
Migrate
Cuebic

Code to SB

2.
Leverage SBXA features in Excalibur Forms and
Processes

1.
This will take time and need priorities

2.
Delivered in Phases

3.
Need your input

Excalibur Production CAB
–

Jan 2010

Reporting

14

•
Two Personas


Internal Application Users


External Users / BI tools / Other Data Uses


•
Internal Application User


Real Time Data


•
External


Near Real Time Data

Vision

Extract / Transform / Load Tools

Reserves /
Economics

Pre
-
drill,
D&C

Production

Land / GIS

P2
Financial

Financial Star

Land Star

LOS Star

Prod Star

D&C Star

Reserves Star

BI Tool(s) of Choice

Business Objects, Oracle BI, Hyperion,
Cognos
,
Spotfire
, etc

P2 Tools

Dashboard,
Optix
, Ad
-
Hoc Query, etc

Enterprise
Content
Logs, e
-
Well
file

Path of Continuous Improvements

•
V5

Oil Contracts to SB

Texas PR Regulatory Reporting

Other

•
V6

GAS to SB!!!

California Regulatory Reporting

Louisiana Regulatory Reporting

Other


Confidential

Excalibur Production

•
Daily

•
Monthly

•
Single & Multi
-
Stage

•
Integration

Regulatory Reporting

Revenue Allocations

Responsibility Reporting

LOS

Other



Confidential

Spotlight

•
Gas Accounting Functionality

•
Workbench

Confidential

Multi
-
Stage Volume Allocation

BP/Amoco Sales
Meter

Master Inlet
Meter #1

Master Inlet
Meter #2

Intermediate
Meter C

Intermediate
Meter A

Intermediate
Meter B

Intermediate
Meter D

Well A 1

Well A 2

Well B 3

Well B 4

Well B 5

Well C 6

Well C 7

Well C 8

Well D 9

Well D 10

20

Excalibur Production CAB
–

Jan 2010

Production Functionality (Gas)


Sales
Meter

32A

M2125

M2126

32B

M2127

2127 Zone
A

2127 Zone
B

M2128

Scalable
–

Comprehensive
–

Vendor Support

21

Excalibur Production CAB
–

Jan 2010

Production Functionality (Gas)

Multi
-
Stage, Multiple User
-
Defined Products, Multiple Allocation Methods, Net Sales

Scalable
–

Comprehensive
–

Vendor Support

22

Excalibur Production CAB
–

Jan 2010

Functionality
–

3 Tier Multi
-
Stage Allocation

Scalable
–

Comprehensive
–

Vendor Support

23

Excalibur Production CAB
–

Jan 2010

Functionality
–

Multiple Allocation Methods

Each Tier has a different method

Scalable
–

Comprehensive
–

Vendor Support

24

Excalibur Production CAB
–

Jan 2010

Functionality
–

User Defined Dispositions

Scalable
–

Comprehensive
–

Vendor Support

25

Excalibur Production CAB
–

Jan 2010

Functionality
–

Net Sales MCF

Scalable
–

Comprehensive
–

Vendor Support

26

Workbench Demo

Client Discussions

Support and Salesforce.com

Excalibur Production CAB
–

Jan 2010

Case Statistics



Excalibur Production CAB
–

Jan 2010

Case Statistics