Asset information management an it perspective b mick arc 2008


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Asset information management an it perspective b mick arc 2008

  1. 1. Asset Information Management An IT Perspective Bob Mick VP Emerging Technologies ARC Advisory Group
  2. 2. Agenda Asset Information Management IT Landscape • Processes • Software & Systems • Information AIM IT Strategy Considerations • AIM Organization & Principles • AIM Methods & Processes • AIM Solutions – A hi S l i Architecture, Applications & T h l A li i Technology The Big Questions 2 © ARC Advisory Group
  3. 3. AIM IT Landscape
  4. 4. AIM Is a Comprehensive View of Asset LifeIncludes Three Sets of Connected ALM Processes Ramp ALM Processes Up AIM Processes Manage Func Oper Manage Asset Rdy Assets Asset Information Assm Peak Asset Perf Operate & O Optimize IS Spec Mods Design Maintain & Build & Improve IS IS Proj P j Liab Plan But … Des ALM & AIM Processes Cash Basis Are Not Completely Idea Separable 4 © ARC Advisory Group
  5. 5. Many ALM Processes Are Embedded in ApplicationsThere Are Also Cross-Functional Information Needs and Gaps Information Embedded in Applications Important to Multiple Domains Operate & Collect Introspect Optimize Access Structure IS Transform CAD Publish Transform PDF Other Images Cross Functional Software Text Applications Data … Design Maintain AIM Information & Build & Improve All AIM Not Controlled by y Information DOM Applications IS IS AIM Internal ALM External Team ALM Members Partners 5 © ARC Advisory Group
  6. 6. What Software and Systems Are Involved?Diverse Information, Workflow, Roles, Data Owners … Product Reliability Analysis Lifecycle Enterprise Enterprise & Maintenance Management g Resource Asset Planning Management Plant Predictive “ERP” Maintenance Drawing Design & Build Maintain &Management Improve Performance CAD Management Packages Contains or Production Uses Asset Plans, History Engineering g g Information And Records A dR dContent/Data Operate &Management Optimize Operating & Technology Safety Procedure Project Platforms Management Scheduling General Portals Tools Document & Content Incident Management Management Management ProjectManagement Databases Mobile Document Automation Solutions Publishing Process Control 6 © ARC Advisory Group
  7. 7. AIM Supports ALM Information NeedsALM Processes, Workflow, Analysis, Reporting … Operate & Optimize Design & D i Maintain M i t i & Build Improve Collect Projects, Tests, Production Orders, Work CAD Transform T f Orders, Reporting, Analysis … O d i l i PDF Distribute Images ALM Business Processes & Workflow Text Data … External Asset Information Sources Management AIM Reference Information & Activity Records A Comprehensive View of Asset Information 7 © ARC Advisory Group
  8. 8. Diverse Information - Throughout an Asset’s LifeOriginate and Re-purpose Information for Roles Functional Design Procedures Commercial Status History • Process • Process • Project Mgmt • Financial Analysis • Project & Site • Source & Specs S Design D i • Install/Test • CAPEX • Procurement Build History B ild Hi t • Process • P&ID • Descriptions • Depreciation • Operational • Operating Models • Equip Layout, of Operation • OPEX Status History • Process Calcs Design, • Operating • Purchasing • Performance • Maint History • Flow Diags BOMs • Insp & Maint Records • MRO • Inspection • Equip Calcs • System • C tifi ti Certification •WWarranty & t Inventory Records • Equip Specs Detail Design Reqs Repair Records • Training • Incident • Func Designs • MRO BOMs • Lockout & • O&M Service Reports Safety Reqs Agreements • People Certifications Reference Data Activity Records 8 © ARC Advisory Group
  9. 9. The “Information” in AIM Is More than DocumentsAIM Solutions Are Moving Toward Information as Data CAD Drawing P&ID Relational File Cabinets PDF Drawings Data Schemas Folders Proprietary Object Data Proprietary Archives Metadata Linkages Paper Document AIM Data Drawings File System Viewers Specifications Portals Document Letters ECM Generators Gene ato s Contracts Viewers Files Archives Drives AIM Architecture and Selection of Solutions 9 © ARC Advisory Group
  10. 10. General AIM Information ModelAsset Info Ranges from Paper Drawings to Operating Data Organized by Organized By Document Documents “List” or “Object” Data Formats Formats Files Database Proprietary • Paper • • Image • RDB • DWG, … • Object DB “Drawings” • XML P&ID Attribute ID Asset (Object) Value P-300-27 Note “Data” • XML Std XML Type CPump Std XML DFlow 200 CFM • Installation PR-MAX Material 3.5 Ni-222 Internal Instrument Lists • • … Electrical Equipment lists • … Piping Bill of Materials … Assemblies Virtual Views P-300-27 Sub-Assemblies Standards Performance D-300-2003 History … Virtual Models Meta Data P-300-27 Asset (Object) Attribute Value Note ID P-300-27 Type CPump C DFlow 200 CFM “Documents” PR-MAX 3.5 Manuals Operating Procedures Material Ni-222 Internal Maintenance Procedures … Formal Structures Structured Information Enables Higher Productivity 10 © ARC Advisory Group
  11. 11. But We Have Been Building and Running Plants?Why Do We Need to Change? Next Generation AIM? ALM Requirements IT Methods Technology is Are Changing Are Evolving Evolving “Traditional ways of doing Traditional Cross Functional projects are now obsolete” Collaboration AIM Organization “Have practices, but everyone Stakeholder Roles Secure has a different understanding” Responsibilities Role-based Ownership Environment “Needs analysis Standardized Process & did not account for me” Practices & Workflow AIM Procedures Automation “The information I need is not being collected” Strategies & Standardized Implementation Solutions Information Flexibility “It takes too long to find information” Architecture for Selection of Information Solutions & Sharing Technology “Can not trust information” Governance, Tracing, “The corporate solution is Monitoring Auditing inadequate and obsolete” Change Management Alerts Training Ease of use “We have too many Stakeholders Domain Terminology local solutions” 12 © ARC Advisory Group
  12. 12. AIM IT Strategy Considerations
  13. 13. The ALM Objective: Good Asset InformationTo Be Useful, Asset Information Must Be … Complete • All information for every asset in every relevant category Accurate • With respect to the existing situation Consistent C i t t • Across all drawing, document and object instances Timely • Reflects the current situation with reasonable measures of “real- time” Accessible • By authorized ALM stakeholders using reasonable knowledge, in a form that conveniently meets their needs Asset Information is “good” when it is trusted good and used by people in their decision making across all of the ALM processes. 14 © ARC Advisory Group
  14. 14. Develop an AIM Vision & StrategyYou Are Doing AIM Now – Where Do You Want to Go? AIM ALM Requirements Organization Analyze AIM As-Is As Is & Principles p & Plan AIM Strategies & Solutions Architecture, Then Tackle AIM Applications, a Piece Methods & Technology at a Time t Ti & Processes Platform AIM Programs Can Be As Big As You Want 15 © ARC Advisory Group
  15. 15. AIM Organization & Principles
  16. 16. AIM Organization & MethodsWhat Level of AIM Initiative Can Your Business Support? Do you have an existing organizational capability including executive sponsorship to? Define and sell an AIM vision Quantify AIM business benefit Address cross-functional AIM requirements cross functional Analyze existing practices and recommend changes Identify information needs for end-to-end ALM processes Identify the key information stored in diverse ALM applications Define and manage enterprise architecture Develop a common information sharing strategy Standardize information management practices, including St d di i f ti t ti i l di identifying information owners Standardize information structure, semantics … Find and address data quality problems 17 © ARC Advisory Group
  17. 17. Define AIM PrinciplesAlign Stakeholders and Other IT Initiatives Always articulate the business benefit Always consider a transition requirements up front AIM strategy drives technology decisions Prioritize and manage change formally Consider all stakeholder information requirements Focus on people productivity Securely share consistent information Build data quality into ALM and AIM processes Minimize technology diversity Align AIM with other IT initiative Ali ith th i iti ti … Each Business Will Have Th i Own E hB i H Their O Set Of AIM Principles 18 © ARC Advisory Group
  18. 18. AIM Methods & Processes
  19. 19. Is AIM Like Other Information Management?Yes, But a Different Set of Apps, Data, Players, Issues … Involves many applications in several domains – Design, ERP, Ope a o s Management, EAM … , Operations a age e , Cross-Functional Processes – Loosely linked to product Requires Integration - Also need a way to fill gaps Needs i d t N d industry standards – It’ own, ISO 15926 … t d d It’s Diverse Stakeholders and Information Owners – Engineering, Purchasing, Operations, Maintenance, Finance, C t Fi Contractors … t Information Sharing is a primary goal – Re-purpose Low Productivity – Finding, re-entering information … y g, g Data Quality is a concern – Correct, complete, timely … Diverse Formats – Paper, Files, Data, Linkages … Large volumes at some steps – Facility handover Describes assets that change – As-built 20 © ARC Advisory Group
  20. 20. Is AIM Like Other Information Initiatives?Yes, AIM Has Many Similarities Relationship to: PIM – Product Information Management CDI – Customer Data Integration FDI – Financial Data Integration AIM Data Sharing Data Unification Enterprise Master Data Information Management Data Governance Integration Data Standardization Data Validation Data Quality Knowledge Management Management Utilize Best Practices, Lessons Learned and Technologies 21 © ARC Advisory Group
  21. 21. Does Your AIM Have a Data Quality Problem?Poor Data Quality Means Information is Unusable Do You Have: Explanation AIM Impact and Cost Examples Outdated and Information is obsolete or Process errors, poor decisions, missed Wrong Values entered incorrectly opportunities, waste Missing Information Missing information increases manual Incomplete efforts, creates inconsistencies, increases Definitions search failures Ambiguous No units, inconsistent units, Design errors, search failures, Information unrecognizable abbreviations duplication, manual validation File formats, multiple Manual reentering, error prone Inconsistent proprietary formats or conversions Formats schemas Same labels different Unrecognizable information, manual Inconsistent meaning - different labels, mapping, poor decisions, high IT costs Semantics same meaning Different English, French, Spanish, Unusable information, redundant National Chinese, …, units, dates, … suppliers, higher costs, lost opportunities Languages Same or similar items Leads to duplicate engineering, lower Redundant defined in multiple places buying power, errors in reporting, higher Items MRO costs Yes, Many AIM Issues are Really Quality Problems 22 © ARC Advisory Group
  22. 22. A Data Quality Perspective Is Essential for AIMAwareness Is Typically the First Data Quality Challenge Business Business Situation Objective In ncreasing Or Corporate strategy implemented and steps for assuring Excellence adequate data quality are part of other processes – lowering the cost of assuring data quality Value of data quality recognized at a high level, Coordination supporting corporate-wide strategy, service architecture strategy rganizationa Capability and standardization of solutions Developing and implementing techniques to prevent Prevention deterioration of data over time. Development of re-usable data quality services al Finding and sizing the impact of quality problems. Cleanup Executing Data Quality Initiatives to correct problems with sufficient return Building awareness of the problem. Living with quality Awareness issues and doing what is necessary to complete tasks y Build Data Quality Steps into Your AIM Processes 23 © ARC Advisory Group
  23. 23. Is AIM Like Master Data Management (MDM)?Yes, MDM Offers Many Practices that Apply to AIM Objective Process Increasing M Integrated process to remediate problem data Exception including both automated and manual remediation as Management required. Actively enforce master data standards; provide data Governance stewards with process and quality metrics so they can drive continuous improvement. improvement MDM Proces Maturity Re-standardize information to meet the requirements Repurposing of external systems in terms of format, vocabulary, language, classifications, description lengths etc. Verify information against standard libraries. Build Validation domain specific libraries ss Matching Match & de-duplicate item records Fill-in gaps in required data including attributes, Enrichment descriptions, classifications etc. Recognize, Recognize extract and restructure item information Standardization according to master data standards Define Your AIM Requirements Then Consult With Your MDM Team For Good AIM Practices 24 © ARC Advisory Group
  24. 24. AIM Is A Blend of Best Data Mgmt PracticesDevelop Your AIM Foundation Standardization • Data Mastering • Repurposing Master Data Data Quality Governance Management Management • Single Owner • Change Events Automation • Workflow • Synchronization Enterprise Information Data Q lit D t Quality Architecture A hit t • Common Access Services • Data Q y Quality Services Remember That Domain Applications Have A Role 25 © ARC Advisory Group
  25. 25. AIM Solutions:AIM Architecture, Applications & Technology Platform hi li i h l l f
  26. 26. AIM General Requirements – Functions to AddressAIM Solutions Consists of Multiple Apps & Technologies Function Description Independent storage of information to enable filling application gaps. Support both Information centralized and federated strategies. Parses AIM content in support of asset information Management structure, asset objects, categories and relationships. S t t t bj t t i d l ti hi Supports change management and t h t d versioning. Information Supports loading, validating, transforming and categorizing asset information from Loading applications and legacy formats. Standardization Supports industry standards for structuring and exchanging asset information. Includes tools for integration to common applications containing asset information, with Integration prebuilt integrations for Engineering, Maintenance and EAM applications. Information Supports data quality strategies, including validation and quality checks at critical points in Quality information flows. Aligns with corporate Data Quality and MDM programs. Information Provides common asset i f P id t information services di ti i directly usable b workflow, visualization, tl bl by kfl i li ti Sharing analytics and other similar elements. Provides information in common formats. Role-based with tools appropriate for AIM players. Includes visualization of AIM content and User Interface collaborative workflow. Integrates with popular enterprise portal frameworks. Terms and Language of AIM should be built into solutions to be effective for AIM players: Engineering, Concepts Operations, Maintenance, etc. Operations Maintenance etc Provides an environment and workflows for collaborations in all ALM domains. Includes Collaboration capability to create and exchange packages, markups, comments, as-built, etc. Includes specific capabilities for associating asset information with engineering projects. For Projects example, includes as-built concepts and handling of multiple concurrent projects. Workflow Includes AIM specific workflows. Can be configured by AIM players. Provides metrics on workflows and content changes. Easily integrates with common Analytics enterprise analytics software. 27 © ARC Advisory Group
  27. 27. Sharing Asset Information Is the Objective What Level of Strategic Technology Platform Is Needed? Common Technology Domain Role-Based User Interface Platform (Portal & Mobile) Applications Collect Introspect O&O Access Structure IS Transform CAD Publish Transform PDF Other Images Software Text D&B & M&I Applications Data … IS ISAIM Information Not All AIM Co t o ed Controlled by Information DOM Applications Data Stores Local/Remote An AIM Technology Platform Fill Gaps and Provide Common Capabilities 28 © ARC Advisory Group
  28. 28. AIM Integration-Centric ArchitectureOne Option Is Just Integrate Domain Applications Users work in One or More Application Environment CollectCAD TransformPDF DistributeImages AIM Integration ArchivesTextData… Domain Domain Data Stores Common Applications Applications • MDMExternal Asset • Design • ERP • DataSources Information • Engineering • OM Warehouses • Proj Mgmt • EAM, Maint • Databases Reference Information & Activity Records Each May Utilize Content Management, Portals, Integration and Workflow Engines … 29 © ARC Advisory Group
  29. 29. Integration-centric AIM ArchitectureDesign and Build Centric Requirements Load and Maintain As-Built Eng Firms Engineering Business Site Asset Mgmt Systems Systems Systems Systems Systems Drawing Mgmt ERP Ops Mgmt EAM, CMMS CAD … … Maintenance Project Scheduling Reliability EPC … Project Mgmt Incident Mgmt Systems Handover Enrich Asset Generate & Including Review & Information Share Asset Approval Processes Information Overall AIM Data Management May Not Be Clear Sharing Is Difficult – Downstream Needs? Feedback is Not Likely to Happen 30 © ARC Advisory Group
  30. 30. Integration-centric AIM ArchitectureSelected Application-Centric Business System ERP For Example, could p , … be Engineering System As Well Requirements Eng Firms Engineering Systems Systems Drawing Mgmt Site Asset Mgmt CAD Project Scheduling Systems Systems EPC … Ops Mgmt EAM, CMMS Project Mgmt j g Systems S t … Maintenance Reliability Handover Load and Maintain Incident Mgmt As-Built Including Review & Approval Processes Generate & Share Asset Information Extensibility is Challenged on Selected App Sharing Is OK for the Selected App Users Feedback Flows Likely to be Expensive 31 © ARC Advisory Group
  31. 31. AIM Technology Platform-Centric ArchitectureEnables Common Environments and Flexibility Role-Based Workspaces Visualization (Portals, Mobile) (CAD, P&ID …) Collect AIM Workflow Analytics, Metrics CAD Transform & Integration (BI) PDF Distribute Images Common Asset Information Archives Text T t Access Services Data … Applications Common MDM External • Design Asset Data Sources • ERP, OM Information Warehouses • EAM Maint EAM, … • Proj Mgmt Reference Information & Activity Records A More Comprehensive AIM Solution And a Bigger Commitment 32 © ARC Advisory Group
  32. 32. AIM Technology Platform-Centric Architecture A Foundation for Filling Gaps and Consistent Environments Common Work Environments Role-Based Workspaces Visualization Applications (Portals, Mobile) (CAD, …) Support New Workflows and Applications Analytics, Metrics AIM Workflow & Integration (BI) Standards(ISO 15926, …) Common Asset Information Access Services Requirements Load and Maintain As-Built Eng Firms g Engineering g g Common AIM Business Site Asset Mgmt g Systems Systems Information Systems Systems Systems Drawing Mgmt ECM ERP Ops Mgmt EAM, CMMS CAD Portals … … Maintenance Project Scheduling Database Reliability EPC … MDM Project Mgmt Incident Mgmt Systems … Handover Common AIM Repositories Including Review & Enrich Asset Generate & Approval Processes Information Share Asset Information Comprehensive Asset Information Management More Complete Information Flows - Feedback 33 © ARC Advisory Group
  33. 33. Can Emerging Technologies Help?Promising New Technologies Are on the Way MDM & Data Quality Practices and Tools are evolving • Becoming part of IT Fabric (Platform, Apps, Workflow …) (Platform Apps ) Role-based User Environments with Built-in Workflow • Focus on People Needs, More Productive, Enabled Evolving Collaborative Environments E l i C ll b i E i • Suppliers Delivering Web 2.0, Social Networking … Information Sharing and Re-use • Unifying Enterprise Information Models, Document Structuring • Service Approaches AIM Specific Solutions • Aware of Asset Information, Virtual Models … • Becoming More Comprehensive New Te h olo ie E ble Ne t Ge e tio Ne Technologies Enable Next Generation AIM Solutions Sol tio Who Should Actually Create Them? 34 © ARC Advisory Group
  34. 34. Your AIM Strategy… The Big Questions
  35. 35. Getting StartedWhat AIM Capabilities Do You Need? AIM ALM Requirements Organization 1. Analyze AIM As-Is As Is & Principles p & Plan AIM Strategies & Solutions Architecture,2. Then Tackle AIM Applications, one Piece Methods & Technology at a Time t Ti & Processes Platform Start with a Vision – Include All Stakeholders 36 © ARC Advisory Group
  36. 36. The Big QuestionsWhat AIM Investments Can You Justify? How do I Determine My AIM Strategy? Can My Organization Support a Comprehensive AIM? Why Not Use My Existing Information Mgmt Practices? Should I be Document, Drawing or Data-centric? Do I need a Common AIM Platform or Just Integrate? What Technologies Enable Next Generation AIM? Are Next Generation AIM Solutions justified? Who Should Make AIM Solutions? How U H Urgent A t Are Y Your AIM N d ? Needs? 37 © ARC Advisory Group
  37. 37. Thank YouFor comments or additional information on this topic pleasecontact the author at information about ARC’s upcoming Events please visit ourweb site at www arcweb com and look under “Events”. Events 38 © ARC Advisory Group