This document discusses Advanced Work Packaging Information Mapping (AIM), a project aimed at developing methods and tools to enable effective Advanced Work Packaging (AWP) in capital projects. The document outlines the AIM project deliverables which include information workflows for AWP, example work packages, approaches for bill of materials consolidation and validation, relevant software tools and data standards, contractual recommendations, and an implementation guide. It also discusses the potential benefits of AWP including up to 25% increased productivity and 4-10% reduction in total installed costs. Finally, the document promotes the use of use case methodology to further the goals of the Integrated Materials Management Community of Interest.

1. Advanced Work Packaging (AWP)
and Integrated Materials
Management (IMM)
Ray Topping
Fiatech

2. Advanced Work Packaging Information
Mapping (AIM) – Raising Project Performance
Ray Topping, PE
Fiatech Director

3. Agenda
Advanced Work Packaging
AIM Purpose
AIM Deliverables
AIM Implementation Guide
Questions & Discussion

4. Examples of Capital Projects
Industry Work Packaging
Engineering
Work
Packages
Construction
Work
Packages
Installation
Work
Packages
System
Commissioning
Packages
System
Turnover
Packages
Test
Packages
Fabrication
Packages
Procurement
Packages
Initial Project
Focus Area

5. IWP an Example of AWP Motivation
• Construction Industry Institute (CII) studies* have shown that 25% to 40% of the construction
installed costs is from direct labor and IWP promises the benefit of up to 25% improvement in field
productivity, and a 4-10% reduction in total installed project costs.
Personal Typical workday (8hr)
0 0.5 1 1.5 2 2.5
Material Handling
Preparatory Work
Waiting
Travel
Tools and Equipment
Direct Work
consumption of time
Hours * IR 252-2A, 2010

6. AIM - Advanced Workface Packaging
Information Management
CII Identified AWP Potential
• Up to 25% increase in productivity
• Reduction in TIC of 4-10%
• Increased Predictability / Visibility
• Safety Benefits
Identified Barrier
Data Provisioning
CII RT 272
Fiatech AIM Project

7. Martin Swaine – Shell
Mark Shively – Shell
Terry Erhart – Hatch
Bill O’Brien – U of Texas, Austin
Ted Blackmon – Construct-X
Reg Hunter – FIATECH
Jen Rizzo – AVEVA
Moussa Konate - AVEVA
Mike Mosley – Zachry
John Corzo – Zachry
Todd Sutton – Zachry
Dan Slade – Jacobs
Adam Carlson – Jacobs
Dale Adcox – Jacobs
Deborah McNeil – Dow
T.A. Madhivanan – Dow
Lawrence Dowe – Chevron
Angela Spadafino – Chevron
Eric Crivella – Bentley
Robin Mikaelsson – Bentley
Don Gibson – Black & Veatch
Dan Macek – Black & Veatch
Judy Veatch – Black & Veatch
John Fish – Ford, Bacon
&Davis
Kathryn Lust – Mustang
Lorna Shipp – Mustang
Russ Parkin – HAL, Inc.
Stephane Levesque – Hatch
Saquib Haroon – Hatch
Fiatech AIM
Project
Participants

8. AIM Project Background

9. AIM Deliverables
• Information Workflows for AWP
• Example ‘Next-Gen’ Work Pack
• Approach for BOM Consolidation / Validation
• Landscape of Software Tools to Support AWP
• Library of AWP Data Exchanges
• Relevant Industry Data Standards and Initiatives
• Contractual Recommendations for Data
Deliverables
• AIM Implementation Guide

10. AIM Workflows
Level 1 –
Conceptual Diagram

11. AIM Workflows
Level 2 Swim Lane Diagram
Stake-holders
Engineering
Procurement & Materials
Vendors / Fabricators
Project Controls
Construction
Completions
Owner-Operator 1
Project Stages
Preliminary Planning &
Design
Detailed Engineering
Construction
Completions
Operations & Maintenance 1
1. Latest draft diagram needs updated to further extend into Operations

12. AIM Workflows
Level 3
Swim Lane
Diagrams
Engineering
Procurement
/ Materials
Management Project
Controls
Module Fab /
Site
Installation Completions
Legend
Deferred
Starting
In Progress
Complete

13. BOM Consolidation & Validation Approach

14. Landscape of Software Tools to Support AWP

15. Library of AWP Data Exchanges
Information
Consumed
Information
Produced

16. Library of AWP Data Exchanges
Construction Drawing Release Log
Consolidated and Validated BOM
CWP Release Plan
Pipe Spool Isometric Details
Structural Steel Details
Engineering Lists and Component Registers
Fabrication Progress Tracking
Module Fabrication Tracking & Carry-over Work
IWP Scope Definition
IWP Release Plan
Materials Allocation & Issue by IWP
Crew Resource Availability
Field Progress and Status of IWP Execution
Progress Roll-Up from Field Execution of IWPs
System and Test Pack Scope Definitions
System Turnover Plan
Required Data for Turnover into Operations

17. Relevant Industry Data Standards and Initiatives

18. Contractual Recommendations for Data Deliverables
11
Key Assumptions
15
Key Recommendations

19. AIM Implementation Guide – Jump Start
CII – RT 272 Vol I
Form a
Leadership
Team for the
AWP Project
Effort

20. AIM Implementation Guide – Early Planning
CII – RT 272 Vol I
Align with
Material
Responsibility
Matrix
Define IT
Systems
Architecture to
Support Target
AWP Scope
Specify
Project Data
Deliverables to
Support AWP
Include Project
Data Deliverables
for AWP into
Contracts

21. AIM Implementation Guide – Detailed Engineering
CII – RT 272 Vol I
Conduct Bench
Tests of AWP
Automation
Systems
Establish
Process for
Validation of
BOM/MTO and
other Data
On-board New
Stakeholders
into AWP
Environment

22. Copyright 2014. All rights reserved.
Purpose
• Provide methodology for identifying and
organizing information to enable Advanced Work
Packaging (AWP)
• AIM Phase 2 will strengthen linkages to Material
Flows
Maturity/Readiness
Development POC/Demo Adopt/Deploy
Industry Relevance/Impact
• Supported by Shell, Chevron, Dow, Hatch,
Zachry and more than 20 other organizations
• Enables realization of CII/COAA AWP providing
benefits of up to 25% productivity improvement
Advanced Work Packaging
Information Mapping (AIM)
 Advanced Work Packaging Information
Mapping Overview/Guide (FRS-AIM-1)
 Information Management Framework
for Advanced Work Packaging (FIR-AIM-
1)
 Industry Software Platforms and
Functions (FIR-AIM-2)
 Contract Language Information
Mapping Recommendations to Enable
Advanced Work Packaging (FIR-AIM-3)
Drafts complete, release Q1/2015
Summary

23. Questions & Discussion
AIM Deliverables
• Information Workflows for AWP
• Example ‘Next-Gen’ Work Pack
• Approach for BOM Consolidation / Validation
• Landscape of Software Tools to Support AWP
• Library of AWP Data Exchanges
• Relevant Industry Data Standards and Initiatives
• Contractual Recommendations for Data
Deliverables
• AIM Implementation Guide

24. Integrated Materials Management
Community of Interest (IMM-CoI)
Ray Topping, PE
Fiatech Director

25. Fiatech members have set Integrated Automated Procurement
& Materials Management as a Strategic Priority
Comparison
Materials Management
& Control Costs
Manufacturing
Industry
1%
Construc on
Industry
0.15%
Marsh
Capital Project
Total Cost
Materials &
Equipment
50 to 60%
Capital Project Schedule
Influencers
Materials &
Equipment
Control
80%
CII

26. Integrated Materials Management
Community of Interest (IMM-CoI)
Monitoring &
Controlling
End$to$End'Interoperability'(ISO'15926'&'BIM)'Informa?on'Sharing'
End-to-End ISO-15926 Enabled Information Gathering, Conditioning & Sharing
Complete, Real-Time, Ac onable Informa on - Feed Forward & Backward
Fabrication
& Assembly
Lessons Learning
Copyright 2014. All rights reserved.
Ongoing
Operations
Construction
Site
Logistics
In-Transit
Logistics
Planning &
Organizing
Designing Acquiring Maintaining
Materials, Modules, Equipment,
Subsystems, Work Packages, Spares, etc.
FEED'
Detailed'
Design'
Procurement' Logis?cs' Construc?on' Startup' Opera?ons'
Opportunity''
Iden?fica?on'
Capital'Project'Life'Cycles'
It is All About: Visibility, Predictability, Accountability, and Control

27. Advanced Work Packaging
Information Mapping (AIM)

28. Potential IMM Future-State Realization
Contractors Use Their Internal Systems to Achieve Maximum Productivity and Value
Purchasing
Documents
Status Rpts
Drawings
& Data
3D Models
Progress
Reports
RFIs FCOs
Change
Orders QA/QC
Collaboration / Integration System
Owner Lifecycle Systems
ERP Asset
Mgmt
Instrument
Control
Maintenanc
e/Reliability
Warehouse
Spare Parts
Document
Control
MOC
Mtls Mgmt
Lifecycle 3D
Model
Progress Information
Available Real-Time for
Owner
End of Project Download into
Owner Lifecycle Systems
Engineering
Contractor1
Engineering
Contractor2
Engineering
Contractor3
Engineering
Contractor4
Construction
Contractor1
Construction
Contractor2
Construction
Contractor3
Construction
Contractor4

29. Industry
Outreach &
Engagement
Portfolio of
Use Case
Priorities
Enabling Fiatech
Projects Use
Case Slices
Use Case Based
Consensus
Building
Webinar Sharing of
Advancements &
Innovative Practices

30. Potential IMM COI Sponsored Webinars
1) Enabling Advance Work Packaging — Linking the WorkFace Planners with Enabling Information
Resources and Materials Visibility (Construct X)
2) Industry Challenges to Effective WorkFace Planning (Aveva & Bentley)
3) Proven Methods in Capturing, Converting, Managing and Global Sharing Product Information
(Thomas)
4) Predictive Performance Indicators — Enabling Management With Certainty (UT, Shell)
5) Overcoming Roadblocks to Materials Identification, Selection and Procurement (FBD)
6) Positive Materials Identification — Confronting the Counterfeiting Threat (intro Philips66, Thomas,
Hal, Neway Valves)
7) Increasing Construction Site Materials Visibility and Control (Atlas RFID, Inteliwave)
8) Materials Risk Mitigation — Building a Framework to Identify and Resolve Disruptions to Material
Flows (DevonWay)
9) Maximizing In-Transit Materials Visibility, Predictability and Control (HAL)
10) Advances in RFID technologies and use cases (OMNI-ID)
11) Other?

31. E2open Company Overview

32. Boeing 787: Global Orchestration for Streamlined Assembly

33. Boeing 787: Coordination of Global Partner Operations
About Boeing:
• Dreamliner 787 Program
oSupply Planning
oForecast/Commits
oLogistics Visibility
• Over $80B Corp Revenue
• Very complex, global Supply Chain footprint
• Each Program has several unique suppliers / partners
Suppliers
Sub
Upstream Assemblies
Suppliers
Inventory
Hubs
Benefits:
• Eliminate latency across multiple partners
• Automate delivery schedules & order changes
• Ensure continuity of supply, minimize supply
disruptions
• Improved cash flow for business partners via
managed inventory programs
• Improved on-time delivery: minimizing logistics
costs
• Improve process management : reporting and
About Boeing:
• Dreamliner 787 Program
oSupply Planning
oForecast/Commits
oLogistics Visibility
• Over $80B Corp Revenue
• Very complex, global Supply Chain footprint
• Each Program has several unique suppliers / partners
Revolutionary Approach to Partner Based Programs
Focus:
• Entire 787 mission critical supply chain managed
with E2open
• Achieved near real-time visibility for in transit
packages
• Solution scalable for all business partners
irrespective of their technological sophistication

34. Use-Case Methodology, Summarized
Keep it
simple by
telling stories
Understand
the big
picture
Focus on
Value
Build the
system in
slices
Adapt to
meet the
team’s needs
Deliver the
system in
increments
Requirements
Systems
Tests
Stories
Use Cases
Use Case
Slices
Source: http://www.ivarjacobson.com/uploadedFiles/Pages/Knowledge_Centre/Resources/White_Paper/Resources/IJI_Use-
Case2_0.pdf

35. Use-Case Concept Map
A use case is all the ways of using a
system to achieve a particular goal for
a particular user.
To make the value easy to quantify,
identify and deliver you need to
structure the use-case narrative.
A use-case slice is one or more stories
selected from a use case to form a
work item that is of clear value to
stakeholders.
Source: http://www.ivarjacobson.com/uploadedFiles/Pages/Knowledge_Centre/Resources/White_Paper/Resources/IJI_Use-
Case2_0.pdf

36. Why Use-Case Methodology?
• Action-oriented methodology, progressing from identification of needs to their
fulfillment, allowing Fiatech CoIs to act as Change Agents
Use Case
(as-is)
Identification
of Need/
Problem
Resolution
Strategies
Use Case
(to-be)
Use Case
Slices
System
Realization
Use Case Cycle
Use Case Slice Cycle
Work Packages driving Fiatech Projects

37. Call for Action – Collecting Stories
• Identify stakeholder roles within your own organization
• Identify needs and problems in current environment
• Collect anecdotes, develop into comprehensive stories
• Develop shared understanding of to-be state
• Collaborate with Fiatech CoI to organize stories into Use
Cases
• Develop Use Case Slices
• Initiate Fiatech Projects