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Improving safety, efficiency and regulatory compliance via asset documentation integrity


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Improving safety, efficiency and regulatory compliance via asset documentation integrity

  1. 1. Improving Safety, Efficiency and RegulatoryCompliance Via Asset Documentation IntegrityDavid Blain McLaren Software
  2. 2. Agenda•About McLaren Software•The Asset Lifecycle•Some Case Studies•What’s different about Engineering (or why search technology is not sufficient)
  3. 3. Engineering Document Control andManagement Asset Information Integrity
  4. 4. McLaren Software• Formed 2000 • Channel Partners • Subsidiary of IDOX Group plc • Spain, Germany, Middle East, South Africa, Australia, • Leading UK information management and services group Denmark, Sweden, Finland • 10 years Industry and Document Management Experience• Offices • Technology Partners • Glasgow, UK • EMC Microsoft • Houston, TX USA • IBM Autodesk • ISO Accredited Company Asset Information Integrity
  5. 5. Representative McLaren Customer List Life Sciences / Healthcare Oil & Gas Government / Transportation Utilities Provincie Groningen
  6. 6. Asset Lifecycle• Engineering Document Management Applications – Proven to help customers construct, operate and maintain, efficient, safe and compliant plants or facilities. Handover Commissioning Projects Operations Design Operate Build Procure Maintain Plan Retire Recycle
  7. 7. Energy & Utilities – BC Hydro Business Challenges • Meet Energy Demands for 2010 Winter Olympics • Reduce reliance on imported (coal generated) power from USA • Industry regulations – green mandate • $5bn capital investment program System Challenges • Management of 750,000 engineering drawings • Geographically dispersed engineering teams • 30 Days to locate and issue engineering drawings • Capital Project Backlog of 3 months • Management of 4 legacy systems
  8. 8. Energy & Utilities - BC Hydro McLaren Solution • Engineering process review and optimization • Document and Drawing Migration • Enterprise Engineer based solution – Projects, Assets, Transmittals •Benefits Customized asset document portal • Streamlined engineering drawing management process / Reduced reliance on hard copies • Reduction of project execution time 90 to 5 Days • Accurate audit trails for all engineering documents and drawings • On demand reporting • Increase in user confidence
  9. 9. Oil & Gas – Canadian Natural Resources Business Challenges • $14Bn Capital Project – Alberta Oil Sands • Remote processing plants • Securely exchange, verify and classify engineering document and drawings with EPCs and Fabricators • Meet deadlines by managing concurrent projects System Challenges • Secure access to project and asset documents to EPCs and Fabricators across the world and in situ • All documents and drawings to be wet stamped to comply with regulations • Integration with J D Edwards ERP system for work order synchronization
  10. 10. Oil & Gas – Canadian Natural Resources McLaren Solution • Engineering business process review and optimization • Electronic squad check and review of all design and construction documents arriving from EPCs and Fabricators • Engineering Drawing Management • Project to Operations handover processes Benefits • 640 Contributors / 1,000 consumers • Supported for the Project from inception to Operations • Standardized process throughout • Raised confidence in the integrity of all documentation
  11. 11. Pharmaceutical – Eli Lilly & Company Business Challenges • 130 Year old company, 40,000 employees, household name. • 11 Plants in Americas, producing everything from Oncology drugs to bulk compounds • Rapidly changing commercial landscape with acquisitions and divestments • Heavily regulated and validated industry • Aim: Cut time to complete engineering changes from average 55 to 15 days System Challenges • Secure access to high volumes of facility documentation for 11 plants in North and South Americas • Upgrade existing successful 6 year old McLaren 2.5 solution – and extend functionality. • Prepare for global expansion of scope of solution, and multi-lingual use.
  12. 12. Pharmaceutical – Eli Lilly & Company McLaren Solution • Deliver streamlined Engineering change review and approval process, managing natives and publications. • Deliver visibility into performance of engineering change process • Asset Vault for each facility, supporting concurrent engineering • Support rapidly changing commercial landscape with acquisitions and divestments • Validated to 21CFR11 and GMP • Intranet search for released approved drawings – reduce load on document controllers • Automate document number allocation Benefits • Fast and efficient access to plant documentation • Improved engineering change processes • Visibility of process • Improved reliability of content • Secure communications with design contractors • Less dependence on bandwidth of doc controllers
  13. 13. Enterprise Engineer ArchitectureEE Client Tier EE Client EE Client Applications SoA Architecture  Microsoft .NET Client Application Interface  HTTP(s), XML, SOAP Communications  J2EE Web ServicesEE Server Tier Scalability EE Web Services  Enterprise scalable EE Foundation Classes  Leverages ECM platforms ECM Platform Interface  FileNet P8 EE FileNet P8 APIECM Platform Tier
  14. 14. Enterprise Engineer Application Suite Handover Vault  Controlled change Vault Vault Manager management Quality Controller Released  Concurrent engineering  Automated work process Masters Handover Team Vault Liaison Project Work  Active document management  Project focused  Work management  Proactive reporting Project A Project B Project C Controlled Collaboration EE Transmittal Portal  Full audit trail Repository Acknowledgement  Electronic receipt & Accept / Reject acceptance  Proactive reporting & External management Recipients
  15. 15. Check in / Check out Import from filing system or drag and drop Work Area shows all documents checked out to logged in user Checked out to logged in user Checked out to another userView additional location/association informationabout selected object Record of previous versions of selected drawing
  16. 16. Pre-defined searching and reporting optionsBuilt in processes to manage change control of assetdocuments and drawings, concurrent engineering andhandover of asset documentation Controlled library of asset documents and drawings
  17. 17. Securely search for released assetdocumentation via the web
  18. 18. Configurable searching options
  19. 19. Further