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Accelerating Data and Document Handover
Steve Pearson
Phusion IM ltd
10th November 2015
Accelerating Data and
Document Handover
Steve Pearson
Just another day in Industry!
Safety Flash
So what can we do to
be better prepared?
Take Away:
Major benefits and savings
Examples.
Two World Class Projects
• Two operators
• $100billion total spend
• ~750,000 items of equipment
Single Source of Truth
Project Scale and Equipment Commonality
~8,000 ~8,000 ~12,000
~400,000
Tagged Items
of Equipment
Project A Project B
~350,000
Tagged
Items of
Equipment
Unique Equipment = ~28,000
Every component part matters!
Where is this o-ring used on these two projects?
How many spares should I hold?
Follow a 7 step process and you can find out
=
Step 1 – Identify Data Standards
• Equipment Classifications
• UOM for maintenance
• Technical Characteristics
for maintenance
• Failure Codes
Maintenance World
• UOM standard but not ISO 1000
• Based loosely around ISO 15926
part 4
EPC World
• ISO 14224
• Taxonomy codes
• Company specific additions
Reliability World
• ANSI
• BS
• ISO
• IEC
OEM World
• Merged classes
• UOM Standard
• Change Control
Corporate HQ World
• Commodity/Sub - Commodity Codes
• Noun/Modifier
• NATO Standards
• Materials UOM
• Technical Characteristics for Materials
Materials World
• ISO 15926
• ISO 14224
• ISO 1000
• etc.
ISO World
Step 2 – Align and converge data standards.
• Equipment Classifications
• UOM for maintenance
• Technical Characteristics
for maintenance
• Failure Codes
Maintenance World
• UOM standard but not ISO 1000
• Based loosely around ISO 15926
part 4
EPC World
• ISO 14224
• Taxonomy codes
• Company specific additions
Reliability World
• ANSI
• BS
• ISO
• IEC
OEM World
• Merged classes
• UOM Standard
• Change Control
Corporate HQ World
• Commodity/Sub - Commodity Codes
• Noun/Modifier
• NATO Standards
• Materials UOM
• Technical Characteristics for Materials
Materials World
• ISO 15926
• ISO 14224
• ISO 1000
• etc.
ISO World
Step 3 – Define information handover requirements
Step 4 – Online collection and sharing
OEM
Model Object
Library
Online Collection Tool
EPC
Package
Vendor
OEM
SSOT
(Single
Source of
Truth)
Viewing Tool
Step 5 – Validate OEM Data (OEM Name)
Fisher-
Rosemount
Emerson -
Rosemount
Emerson
Rosemount Emerson
FisherRosemount
Step 5 – Validate OEM Data (OEM Model Number)
Raw Data In Processed Data Out
Raw OEM
Model Numbers
Validated to OEM
Specifications
Validation Tool
Add to Library
Raw OEM Model Number
3144P
3144PD1A10
3144PD1A11
3144PD1A1E5B4M5
3144PD1A1E5B4M5T1QT
3144PD1A1E5B4M5T1
3144PD1A1E5B4T1M5
3144PD1A1K5M5B4QTT1
3144PD1A2
3144PD1A2E5B4M5T1QT
3144PD1A2E5B4M5T1U1QT
3144PD1A2E5B5M5T1U1QT
3144PD1A2K5B4M5QTT1
3144PD1A2K5B4M5T1QT
Step 6 - Build Model Objects
Technical
Characteristics
Yokogawa
EXJ430A-FBS5C
-92DDN/EE/M01/SF2
Generic Documents
Components
Gauge Pressure
Transmitter
Step 6 - Build Model Objects (BOMS)
Step 7 - Linking Model Objects to Tags & Stock
Generic Documents Technical
Characteristics
Yokogawa
EXJ430A-FBS5C
-92DDN/EE/M01/SF2
Gauge Pressure
Transmitter
Components
Stock No: 135373
185 Tag Links
010PT-3042B
Pressure Transmitter
Construction Type
Functional Locations
Material Master
Start Up Delays and First Year Performance
Global
50%
100%
YEAR 1 10 20 30 40
Start up delay
$10M
$20M
$0.5 BILLIONLifting Beam
Re-Certification
Joint Integrity
Checks and
Certification
Critical Path
delays
Information
Error
Spares
Shortages
Best in class
95%
Average
82%
Achieved first year production
Estimated first year production
X 100
Missed
Lessons
Learned
50% of major capital projects have
significant operability problems in
the first year of operation
Industry Performance Data
Supplied by Independent Project Analysis, Inc. (IPA)
Major Benefits and Savings
Hard copy
production,
transportation
and
carbon offset
savings
• Earlier access to data to support commissioning
and “ready for start up” activities.
• Optimised spares holding.
• Reduced paper processing and storage costs!
• Eliminate inappropriate purchases.
• Avoid rework / reactive surveys
• Lower information handover costs
Ready in one week for the next project!
SSOT
(Single Source of Truth
Environment)
Online Collection Tool
Access to mapped existing
data standards and
requirements templates
Access to existing and
“current” library of OEM model
objects and OEM documents
Tools and reference data to validate
leading OEM model numbers.
Ability to validate project numbering
Ability to view all data,
documents, models and relationships
held in the SSOT
Secure environment to store all sources of data and documents
There is never enough time
and money to do it right…
…but there is always
enough time and
money to do it
again!
Thank You… Are There Any Questions?
Steve Pearson
Executive Chairman
Phusion IM Ltd
Steve.pearson@phusionim.com
www.phusionim.com
Accelerating Data and
Document Handover

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EDTP 2015 D14 Accelerating Data and Document Hand over - Steve Pearson, Phusion IM Ltd

  • 1. Accelerating Data and Document Handover Steve Pearson Phusion IM ltd 10th November 2015
  • 2. Accelerating Data and Document Handover Steve Pearson
  • 3. Just another day in Industry! Safety Flash So what can we do to be better prepared? Take Away: Major benefits and savings Examples.
  • 4. Two World Class Projects • Two operators • $100billion total spend • ~750,000 items of equipment
  • 6. Project Scale and Equipment Commonality ~8,000 ~8,000 ~12,000 ~400,000 Tagged Items of Equipment Project A Project B ~350,000 Tagged Items of Equipment Unique Equipment = ~28,000
  • 7.
  • 8. Every component part matters! Where is this o-ring used on these two projects? How many spares should I hold? Follow a 7 step process and you can find out =
  • 9. Step 1 – Identify Data Standards • Equipment Classifications • UOM for maintenance • Technical Characteristics for maintenance • Failure Codes Maintenance World • UOM standard but not ISO 1000 • Based loosely around ISO 15926 part 4 EPC World • ISO 14224 • Taxonomy codes • Company specific additions Reliability World • ANSI • BS • ISO • IEC OEM World • Merged classes • UOM Standard • Change Control Corporate HQ World • Commodity/Sub - Commodity Codes • Noun/Modifier • NATO Standards • Materials UOM • Technical Characteristics for Materials Materials World • ISO 15926 • ISO 14224 • ISO 1000 • etc. ISO World
  • 10. Step 2 – Align and converge data standards. • Equipment Classifications • UOM for maintenance • Technical Characteristics for maintenance • Failure Codes Maintenance World • UOM standard but not ISO 1000 • Based loosely around ISO 15926 part 4 EPC World • ISO 14224 • Taxonomy codes • Company specific additions Reliability World • ANSI • BS • ISO • IEC OEM World • Merged classes • UOM Standard • Change Control Corporate HQ World • Commodity/Sub - Commodity Codes • Noun/Modifier • NATO Standards • Materials UOM • Technical Characteristics for Materials Materials World • ISO 15926 • ISO 14224 • ISO 1000 • etc. ISO World
  • 11. Step 3 – Define information handover requirements
  • 12. Step 4 – Online collection and sharing OEM Model Object Library Online Collection Tool EPC Package Vendor OEM SSOT (Single Source of Truth) Viewing Tool
  • 13. Step 5 – Validate OEM Data (OEM Name) Fisher- Rosemount Emerson - Rosemount Emerson Rosemount Emerson FisherRosemount
  • 14. Step 5 – Validate OEM Data (OEM Model Number) Raw Data In Processed Data Out Raw OEM Model Numbers Validated to OEM Specifications Validation Tool Add to Library Raw OEM Model Number 3144P 3144PD1A10 3144PD1A11 3144PD1A1E5B4M5 3144PD1A1E5B4M5T1QT 3144PD1A1E5B4M5T1 3144PD1A1E5B4T1M5 3144PD1A1K5M5B4QTT1 3144PD1A2 3144PD1A2E5B4M5T1QT 3144PD1A2E5B4M5T1U1QT 3144PD1A2E5B5M5T1U1QT 3144PD1A2K5B4M5QTT1 3144PD1A2K5B4M5T1QT
  • 15. Step 6 - Build Model Objects Technical Characteristics Yokogawa EXJ430A-FBS5C -92DDN/EE/M01/SF2 Generic Documents Components Gauge Pressure Transmitter
  • 16. Step 6 - Build Model Objects (BOMS)
  • 17. Step 7 - Linking Model Objects to Tags & Stock Generic Documents Technical Characteristics Yokogawa EXJ430A-FBS5C -92DDN/EE/M01/SF2 Gauge Pressure Transmitter Components Stock No: 135373 185 Tag Links 010PT-3042B Pressure Transmitter Construction Type Functional Locations Material Master
  • 18. Start Up Delays and First Year Performance Global 50% 100% YEAR 1 10 20 30 40 Start up delay $10M $20M $0.5 BILLIONLifting Beam Re-Certification Joint Integrity Checks and Certification Critical Path delays Information Error Spares Shortages Best in class 95% Average 82% Achieved first year production Estimated first year production X 100 Missed Lessons Learned 50% of major capital projects have significant operability problems in the first year of operation Industry Performance Data Supplied by Independent Project Analysis, Inc. (IPA)
  • 19. Major Benefits and Savings Hard copy production, transportation and carbon offset savings • Earlier access to data to support commissioning and “ready for start up” activities. • Optimised spares holding. • Reduced paper processing and storage costs! • Eliminate inappropriate purchases. • Avoid rework / reactive surveys • Lower information handover costs
  • 20. Ready in one week for the next project! SSOT (Single Source of Truth Environment) Online Collection Tool Access to mapped existing data standards and requirements templates Access to existing and “current” library of OEM model objects and OEM documents Tools and reference data to validate leading OEM model numbers. Ability to validate project numbering Ability to view all data, documents, models and relationships held in the SSOT Secure environment to store all sources of data and documents
  • 21. There is never enough time and money to do it right…
  • 22. …but there is always enough time and money to do it again!
  • 23. Thank You… Are There Any Questions? Steve Pearson Executive Chairman Phusion IM Ltd Steve.pearson@phusionim.com www.phusionim.com Accelerating Data and Document Handover