Ravi Kumar S.，Infosys主席，采访迈克库勒，高级副总裁兼首席信息和首席数字人员，Exelon Corporation

Ravi Kumar S.

大家好。我的名字是Infosys的总裁Ravi Kumar。欢迎来到新版的拖车。普通的展示者谈论，就像你们中的一些人一样，是关于对他们所在的组织产生重大影响的个人，以及他们所居住的社会以及他们真正代表的行业。

所以，今天我有一个杰出的客人，Cio和Exelon Corporation的首席数字人员Mike Koehler。自2016年以来，迈克在过去的三年里一直在用Exelon。他一直处于这个问题的不同角色;他在惠普担任惠普，担任北美市场的高级副总裁，在此之前，他在全球担任EMC担任专业服务总裁，并在他在EDS和各种角色上担任阶层，并负责全球外包负责EDS市场。作为您中的一些人，Exelon是一家财富100家公司，每年有350亿美元加上收入，能源公用事业领导。谢谢迈克，今天加入我们。很高兴有你在班加罗尔校区。感谢您与我们共度时光，谈论能源部门以及优先素在做什么。所以，迈克以我的第一个关于能源部门趋势的第一个问题。

我的朋友们告诉我它是“五个DS”，这就是他们称之为的东西，在能量空间中。放松管制，民主化，因为消费者和发电机之间的灵活合同，很多数字，所以数字化。发电机和消费者越来越近，消费者越来越多地，与绿色能量脱碳有一点。告诉我们一些关于能源领域的趋势以及你认为这个行业的趋势？

Mike Koehler.

是的，谢谢你，ravi，在这里举办我。I’m thrilled to be here in Bangalore today, but to your question, it’s an exciting time in the utilities in the energy sector overall, you know, from my chair you know I couldn’t be in a better spot, right, as you talked about the 5 Ds all of that has to come together, and the trends we’ve seen is all about the digital fabric that sits underneath it, so, whether it’s distributed energy, the alignment of customers and producers, the connectivity between what a consumer is to the utility, has never been one case more transformational than it needs to than it is right now. But, it also and we start to think about these concepts of connected communities or smart cities has everything to do with the integration of all of the facilities and all of the capabilities that you actually need in your city, so historically we saw, you know, utilities really being a single transaction. I went to buy my energy and I didn’t think much about anything else other than the rate, in a lot of cases, that was this notion of you didn’t even call him a customer, you called him a ratepayer because they were captive, whatever the rates became that you ended up paying and your only choice was to use less energy. That market has materially moved on as you talk about whether it be distributed energy, this notion of micro-grids and the consumer, the flexibility of what the consumer has in the utilities segment has never been stronger and, you know, especially when you start to then think about not just a single transaction with your utility provider but how all of your city services come into play, that’s really where we’re seeing the market and where we’re building the platforms and capability to really begin to play in that, in a much different way than just being a single utility in a single transaction with a customer.

Ravi Kumar S.

谢谢，迈克。只是为了回到微网格，你谈到;在智能电网上有很多话题。这对行业和消费者做了什么？

Mike Koehler.

Yeah, I think it does a couple of things, because, you know, for a while there was this view of smart grids or micro-grids that, you know, in users we’re gonna be really a part of and I think the markets starting to really move to, like anything, the hype of what it could be with a single consumer is changing and, so, you’re starting to really see community grids being the way that we think that’s going to come to market. So, whether it be small solar farms for community or wind farms, you know, renewables really at the community level is where we’re starting to see that and it’ll be a part of the ecosystem, you know, it is the technology changes whether it’s in wind or solar, it’s a part of actually the generation. It’s not the whole answer but it’s a huge answer, especially when you start to think about de-carbonization, and getting to the green energy that has to be a part of the future and so, for us we’re also a very big producer. We’re the largest nuclear producer in the US, that is good for baseload but where people want to need to go is, you know, getting away from coal and getting away from some of the historical energy production methods and getting much more to the micro-grid and community solar and community wind.

Ravi Kumar S.

而且，迈克，我一直聆听消费者从消费者到生产者的角色。我听到使用的术语是公用事业空间中的“专业人员”。你认为这将是主流的多少吗？消费者真正搬到能源生产者并与供应商合同。是那个真实的，还是你认为这需要几年了到那里？

Mike Koehler.

我认为这需要几年的时间。我认为，有很多人对成为能源生产者充满热情，所以无论是在屋顶上安装太阳能，还是在家里做些什么来成为一个生产者。但是我认为必须出现的其他技术是存储,因为,我认为你知道当你想到太阳能产生的方式,只是用这个作为一个例子,它只是在阳光下时间和现实是在某一天,你既可以成为它的生产者，也可以在电网上使用。在很多情况下,有时候,你真的不能放回电网,因此,这一概念的存储是一个关键因素,使人们真正太阳能发电,储存它,然后使用它在高峰时间或某一日后你知道当它不是外面阳光明媚。所以,我认为这是等式的一部分,但我们真的开始看到,再一次,这一趋势回到社区太阳能和社区的风,人们将他们的钱并将其运用到这些社区,但是,这是怎样联系在一起的概念和一个社区方面就是我们可能看到未来的主要趋势。

Ravi Kumar S.

好吧，这很迷人。关于数字技术在行业中的作用，在金融服务和零售消费品方面，据说很多关于能源公用事业的话题。

Mike Koehler.

是的。

Ravi Kumar S.

那么，您认为数字化的采用是缓慢的还是其他行业还不了解?您对此有什么看法?数字化的作用是什么? Exelon在这个领域做了什么?

Mike Koehler.

首先，我认为它进入能源市场的速度很慢，原因有很多，

Ravi Kumar S.

是规定吗?

Mike Koehler.

这是规则。It’s this traditional again when you only thought about the transaction between the customer and the and the provider being just purely your rate base and a bill… there wasn’t a lot of need for innovation and that there wasn’t a lot of need in the consumers’ mind. They just thought about their electric company and they thought about I get a bill for the amount of energy I use. The customers, now, moving away from that and, so, when you think about digitization and customers have you know the expectation on their mobile phone of what was the best website and the best engagement they had with a consumer company. They think about that and they have those expectations.

Ravi Kumar S.

他们想到这一点，他们有类似的预期。

Mike Koehler.

They’ll think “Oh, let me go backwards and go back to an old technology or maybe no technology” and my utility, they have the same exact expectation if they were shopping on Amazon and, then, they flip around and want to do something to change their bill or modify their services. They expect that same level of capability and that’s part of what’s really changed and has changed, you know, a lot of the energy and utilities segment and really to go think much more about a consumer, you know, back to the deregulation side of it. As customers make choices, right? We all make choices on, you know, our shopping experiences we like and our shopping experiences we don’t like, we’re gonna have that same context in the energy and utilities sector.

Ravi Kumar S.

并且，您认为数字的该价值链的哪一部分会产生更大的影响？

Mike Koehler.

对于消费者和客户来说，我认为，它是全部的分析。因此，这种能够让我更加预测客户如何使用能源，他们可以选择做什么来改变他们使用的能量量都是在分析中被利用和身体的。

Ravi Kumar S.

那么客户服务呢?

Mike Koehler.

客户服务，我接下来要讲的是客户服务，因为过去我们有大量的呼叫中心，你必须拿起电话和客户呼叫中心的服务人员通话才能完成任何事情。这是另一个主要的趋势，有聊天的渠道或有手机的渠道呈指数级增长，你开始看到我们的通话量在传统的基础上下降。年龄也是一个因素，你知道，我们的消费者年纪大了，你会选择你经常使用的东西，那就是手机。但是，当你开始看到下一代的孩子走出学校，得到他们自己的服务，有自己的家，他们从来没有想过呼叫中心。所以，把整个客户关怀带数字化，既不影响消费者，也不影响代理商，这是我们一直在努力推动的。

Ravi Kumar S.

我对你有一个问题，它与数字有关。在许多方面，扩大能源公用事业公司的数字议程也将依赖于您可以将您的人力资本复制的程度，公用事业行业的人力资本尚未采用数字技术能力和技术。这是如何真正妨碍拥抱数字技术的方式，你认为这个行业在这个空间做了什么？

Mike Koehler.

是的，这是一个很好的问题，因为，我们思考它和劳动力转型今天的工作，无论你看到的数字路线图，都不会是工作或未来的工作，所以，要能够向我们的员工阐明我们未来五年的发展方向更重要的是，我们未来的角色是什么。有一件事总是让人害怕因为他们会想“我整个职业生涯都在做这份工作，我的工作不在了意味着什么?”这是不是意味着我要走了?答案很简单，没有。但是，我们不知道的是，新工作是什么?我的意思是，我用了一个例子，五年前的一天，你知道，首先，没有人知道愤怒的小鸟是什么。但是，你从来不知道《愤怒的小鸟》需要一个工程师。同样的，你知道，这里的概念不是说我们不确定我们是否能清楚地表达未来的所有规则，我们只知道它们会随着我们的改变而改变，然后改变能源和公用事业部门的技术基础。

Ravi Kumar S.

你会认为重新利用人力资本会更难因为很多劳动力都是传统的他们中很多都是基于技能的而公用事业部门的招聘在高等教育中已经发生了。你觉得那样做会更难吗?

Mike Koehler.

嗯，我的意思是我们有一个有趣的动态 - 我们有一个老化的劳动力，所以我们有很多人就是在生活中的下一章来到他们的退休。所以，我们看到了，你知道，这是一个可怕的事情，因为我们看到了很多人的退休年龄。But, at the same time, that it has a natural place for as those skill-based workers retire themselves out, the types of skills that we start to hire to bring in to feed that, will be much, much different and we think it’s much more around the knowledge worker. I mean words we’ve used in the industry for a while, but more about the knowledge worker, more about a, not a generalist per se, but, somebody that’s very tech-savvy that aligns to understanding the business in a very deep way, but also has elements of a technologist embedded in them.

Ravi Kumar S.

而且，这也有助于吸引很多人才，因为传统上这个行业没有吸引人才，它没有酷商。

Mike Koehler.

这也是一个很大的变化，对。所以，当我们出门和市场招聘时，它是你知道的，这是一个非常艰难的市场。但历史中的遗产，人们不会醒来并说“耶，我想去创新。让我去一家能源和公用事业公司“。所以，对于我们来说，它真正的品牌我们用技术在每次对话中都有所做的事情，因为人们的遗产思想认为没有什么令人兴奋的那样，这是一个困倦的，你知道。从我们谈到行业转型的所有事情中，它都不会进一步。But, that element of technology is something we’ve spent a lot of time speaking about within the technology world, but, when you talk to our business leaders, it’s as much about how they recruit people and how they have got to talk about technology and where the industry is going and where we’re going as a company. It is part of changing that dynamic of the skills that we have in the company.

Ravi Kumar S.

谢谢，迈克。非常感谢与我们交谈。与您交谈很棒，我知道这是您行业的令人兴奋的时刻，并期待更多的谈话。再次感谢你。

Mike Koehler.

谢谢，谢谢。