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Utility Planner

Evaluating and selecting resource options

Enhances✓ Available Now

What You Do Today

Assess generation, storage, demand response, and non-wires alternatives. Determine the best mix of resources to meet future needs at the lowest cost and acceptable reliability.

AI That Applies

AI optimizes resource portfolios across reliability, cost, emissions, and risk criteria simultaneously. Models millions of portfolio combinations that manual analysis can't explore.

Technologies

How It Works

For evaluating and selecting resource options, the system draws on the relevant operational data and applies the appropriate analytical models. The processing layer applies the appropriate analytical models to the structured data, generating scored outputs that surface the most actionable insights. The results integrate into the practitioner's existing workflow — presenting recommendations, flags, or automated outputs alongside their normal working context. The strategic assumptions — technology costs, policy direction, risk tolerance — are human decisions.

What Changes

Portfolio optimization is comprehensive. AI evaluates resource combinations that human analysts wouldn't think to test, often finding non-obvious optimal solutions.

What Stays

The strategic assumptions — technology costs, policy direction, risk tolerance — are human decisions. AI optimizes within your assumptions; you set them.

What To Do Next

This section won't tell you what your numbers should be. It will show you how to find them yourself. Every instruction below produces a real, verifiable result in your organization. No benchmarks, no projections — just the steps to build your own evidence.

1

Establish Your Baseline

Know where you are before you move

Before adopting AI tools for evaluating and selecting resource options, understand your current state.

Map your current process: Document how evaluating and selecting resource options works today — who does what, how long it takes, where the bottlenecks are. You need this baseline to measure improvement.
Identify the judgment points: The strategic assumptions — technology costs, policy direction, risk tolerance — are human decisions. These are the boundaries AI won't cross.
Assess your data readiness: AI tools for this area need data to work. Check whether your organization has the historical data, integrations, and data quality to support capacity expansion models (PLEXOS, Aurora) tools.

Without a baseline, you can't measure whether AI actually improved anything. You'll adopt tools without knowing if they're working.

2

Define Your Measures

What to track and how to calculate it

Time per cycle

How to calculate

Measure how long evaluating and selecting resource options takes end-to-end today, then after AI adoption.

Why it matters

The most visible improvement is speed. If AI doesn't save time, question whether it's adding value.

Quality of output

How to calculate

Track error rates, rework frequency, or stakeholder satisfaction scores before and after.

Why it matters

Speed without quality is just faster mistakes. Measure both.

When to check: Check after 30 days of consistent use, then quarterly.
The commitment: Give new tools at least 30 days before judging. The first week is always awkward.
What NOT to measure: Don't measure AI adoption rate as a KPI. Adoption follows value — if the tool helps, people use it.
3

Start These Conversations

Who to talk to and what to ask

your VP Operations or COO

What data do we already have that could improve how we handle evaluating and selecting resource options?

They're prioritizing which operational processes to automate

your process improvement or lean lead

Who on our team has the deepest experience with evaluating and selecting resource options, and what tools are they already using?

They understand the workflow dependencies that AI tools need to respect

a frontline supervisor

If we brought in AI tools for evaluating and selecting resource options, what would we measure before and after to know it actually helped?

They see the daily reality that AI tools need to fit into

4

Check Your Prerequisites

Confirm readiness before you invest

Check items as you confirm them.