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Next Practice Expertise Workshop
Tips for Automation Project Managers
Title, Subject, Author ©Year, Company, All Rights Reserved. || Fresenius Medical Care Internal Use Only
Tips for Automation Project Managers
Massimo Cappello
Novamed March, 21 2018
Maintaining OEE value in the corridor of 80-90%
despite ongoing challenges
90%
Failures
Maintenance
Stoppages
Scraps
Ongoing
efficiency
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 2
80%
Efficiency
measures
New technologies/
equipment options
Benefits from
parts design
efficiency
measures to
compensate the
cost burden
…To manage Automation Project
More than technical skills are
required to successfully manage an
automation project.
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 3
It also requires
along with the ability to motivate a team of people from a variety
of disciplines and different departments.
communication and organizational skills,
1
Project management resource
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 4
Project management resource
There have been thousands of words
written about project management.
1 If you think you need a refresher course,
or expect to be assigned to your first
project, there’s an organization,
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 5
project, there’s an organization,
Project Management Institute,
dedicated to establishing standards,
providing training and
certifying individuals in project
management skills.
Welcome the bad news
2
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 6
Welcome the bad news
Every automation project has things that
go wrong, but the earlier you find out
what the problems are, the easier and
cheaper they are to fix.
Nobody wants to hear or deliver bad
news, but it’s important not to
2
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 7
news, but it’s important not to
get defensive.
Keep simplicity top-of-mind
3
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 8
Keep simplicity top-of-mind
Engineers tend to make systems too
complex for non-engineers to deal
with.
Make sure expectations are
established early that will keep the
needs of the people who will have to
3
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 9
needs of the people who will have to
operate and maintain the systems a
priority.
Include people from these functions on
the automation team and consult them
early in the design and testing stages for
new systems and equipment.
Be ready to adjust
4
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 10
Be ready to adjust
As with any project, unrealistic
projections, poor execution and just plain
bad design can cause a project to fail.
What is important is that when you begin
a project, understand that there
will be modifications
4
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 11
will be modifications
necessary along with way.
The final result is rarely as exactly
planned. This is not considered a failure;
it’s a realistic need to adjust and fine-
tune as the project progresses.
Establish testing plans early
5
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 12
Establish testing plans early
5
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 13
Establish testing plans early
It isn’t enough to design a system.
You have to test it to prove that it works,
not once but twice. It’s easy to get started
on designing the tests by using a template.
5
Approve the testing plans
early in the project so that
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 14
early in the project so that
everyone knows exactly what
performance measures they need to
achieve.
Don’t rush the testing phase; make sure you
leave enough time in the project schedule
to accomplish the necessary tests.
Establish testing plans early
5
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 15
Follow programming standards
6
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 16
Follow programming standards
Make sure that in-house programmers,
system integrators and OEMs use the
same PLC programming
standards.
6
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 17
Communicate often
7
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 18
Communicate often
Don’t make decisions without
consulting the team.
Unilateral decision-making alienates
the team, creates confusion and fails to
take advantage of the unique expertise of
the team members.
7
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 19
the team members.
Don’t be a roadblock
8
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 20
Don’t be a roadblock
As project manager, it’s your
responsibility to respond to
information requests and approve
various aspects of the project in a
timely fashion.
Stay involved and be responsive to
8
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 21
Stay involved and be responsive to
prevent delays in the project’s
timeline.
Make sure you have bench strength
9
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 22
Make sure you have bench strength
There’s nothing that delays a project
more than a team member who gets
assigned to another project and no
longer has the time to devote
to your project.
Identify alternative resources
9
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 23
Identify alternative resources
early and have them ready to fill in if
needed.
That same rule applies to the system
integrator’s team; make sure they’ve
identified people with equivalent kills who
can be assigned to the project if
required.
Ask plant staff
10
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 24
Everyone tries to match the product to
the application, but not enough value is
placed on obtaining a clear understanding
of the plant‘s ability and staff experience
with the product.
The plant operations and
10
Ask plant staff
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 25
The plant operations and
maintenance personnel should
be used as resources when
evaluating if the product is suitable for
the site.
Long-term Cost
11
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 26
When engineering systems, the most
important thing to consider is the
longevity and reliability of the
system.
This is why it is so important not to
choose components or systems on the
11
Long-term Cost
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 27
choose components or systems on the
sole basis of cost.
In the long run, systems that are
inexpensive up front usually will cost
more than expensive systems.
Summary
Adaptability
Managing
remote and
international
team
Adaptability
Managing
remote and
international
team
2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 28
Empowering
Employees
Strategy
What you
takeaway
StrategyEmpowering
Employees

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Tips for automation project final

  • 1. Next Practice Expertise Workshop Tips for Automation Project Managers Title, Subject, Author ©Year, Company, All Rights Reserved. || Fresenius Medical Care Internal Use Only Tips for Automation Project Managers Massimo Cappello Novamed March, 21 2018
  • 2. Maintaining OEE value in the corridor of 80-90% despite ongoing challenges 90% Failures Maintenance Stoppages Scraps Ongoing efficiency 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 2 80% Efficiency measures New technologies/ equipment options Benefits from parts design efficiency measures to compensate the cost burden
  • 3. …To manage Automation Project More than technical skills are required to successfully manage an automation project. 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 3 It also requires along with the ability to motivate a team of people from a variety of disciplines and different departments. communication and organizational skills,
  • 4. 1 Project management resource 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 4
  • 5. Project management resource There have been thousands of words written about project management. 1 If you think you need a refresher course, or expect to be assigned to your first project, there’s an organization, 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 5 project, there’s an organization, Project Management Institute, dedicated to establishing standards, providing training and certifying individuals in project management skills.
  • 6. Welcome the bad news 2 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 6
  • 7. Welcome the bad news Every automation project has things that go wrong, but the earlier you find out what the problems are, the easier and cheaper they are to fix. Nobody wants to hear or deliver bad news, but it’s important not to 2 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 7 news, but it’s important not to get defensive.
  • 8. Keep simplicity top-of-mind 3 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 8
  • 9. Keep simplicity top-of-mind Engineers tend to make systems too complex for non-engineers to deal with. Make sure expectations are established early that will keep the needs of the people who will have to 3 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 9 needs of the people who will have to operate and maintain the systems a priority. Include people from these functions on the automation team and consult them early in the design and testing stages for new systems and equipment.
  • 10. Be ready to adjust 4 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 10
  • 11. Be ready to adjust As with any project, unrealistic projections, poor execution and just plain bad design can cause a project to fail. What is important is that when you begin a project, understand that there will be modifications 4 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 11 will be modifications necessary along with way. The final result is rarely as exactly planned. This is not considered a failure; it’s a realistic need to adjust and fine- tune as the project progresses.
  • 12. Establish testing plans early 5 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 12
  • 13. Establish testing plans early 5 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 13
  • 14. Establish testing plans early It isn’t enough to design a system. You have to test it to prove that it works, not once but twice. It’s easy to get started on designing the tests by using a template. 5 Approve the testing plans early in the project so that 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 14 early in the project so that everyone knows exactly what performance measures they need to achieve. Don’t rush the testing phase; make sure you leave enough time in the project schedule to accomplish the necessary tests.
  • 15. Establish testing plans early 5 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 15
  • 16. Follow programming standards 6 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 16
  • 17. Follow programming standards Make sure that in-house programmers, system integrators and OEMs use the same PLC programming standards. 6 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 17
  • 18. Communicate often 7 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 18
  • 19. Communicate often Don’t make decisions without consulting the team. Unilateral decision-making alienates the team, creates confusion and fails to take advantage of the unique expertise of the team members. 7 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 19 the team members.
  • 20. Don’t be a roadblock 8 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 20
  • 21. Don’t be a roadblock As project manager, it’s your responsibility to respond to information requests and approve various aspects of the project in a timely fashion. Stay involved and be responsive to 8 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 21 Stay involved and be responsive to prevent delays in the project’s timeline.
  • 22. Make sure you have bench strength 9 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 22
  • 23. Make sure you have bench strength There’s nothing that delays a project more than a team member who gets assigned to another project and no longer has the time to devote to your project. Identify alternative resources 9 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 23 Identify alternative resources early and have them ready to fill in if needed. That same rule applies to the system integrator’s team; make sure they’ve identified people with equivalent kills who can be assigned to the project if required.
  • 24. Ask plant staff 10 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 24
  • 25. Everyone tries to match the product to the application, but not enough value is placed on obtaining a clear understanding of the plant‘s ability and staff experience with the product. The plant operations and 10 Ask plant staff 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 25 The plant operations and maintenance personnel should be used as resources when evaluating if the product is suitable for the site.
  • 26. Long-term Cost 11 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 26
  • 27. When engineering systems, the most important thing to consider is the longevity and reliability of the system. This is why it is so important not to choose components or systems on the 11 Long-term Cost 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 27 choose components or systems on the sole basis of cost. In the long run, systems that are inexpensive up front usually will cost more than expensive systems.
  • 28. Summary Adaptability Managing remote and international team Adaptability Managing remote and international team 2018 GMQ PL CaTS @ Copyright Fresenius Medical Care GMQ STRICTLY CONFIDENTIAL Page 28 Empowering Employees Strategy What you takeaway StrategyEmpowering Employees