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Presented by
OSIsoft PI System:
A Vessel for Change
in Synergy
Francois Mevis, Synergy
OSIsoft PI System
A Vessel for Change in Synergy
Thursday, 18 September 2014
Contents
‣ Context
• Company
• Plant Operational Information Program
‣ Program set up
‣ Technology implementation
‣ Business transformation
• Organising business transformation
• Benefits realisation
‣ Observations
‣ Questions and feedback
About Synergy
Synergy is Western Australia’s largest electricity generator and
retailer of gas and electricity
• Approximately 1300 staff
• 5 major power station and 20 minor, unmanned sites
• Over 1 million residential & commercial customers
• The Generation BU is historically site and location focused
‣ Nameplate generation capacity is over 3000 MW
‣ Supply approximately 52% of energy in Western Australia, and about 55% of the
contestable gas load in the commercial market
‣ Fuel is predominantly coal and gas, with smaller contributions from oil, wind and
solar
Synergy Generation Portfolio
- 12 Coal fired units
- 18 Gas Turbines
- Wind farms, Wind-
diesel units
- Solar farm
Context - Program
‣ What is the problem?
• Data only accessible on site through
different software products
• No integration and no overview over sites
• No easy sharing or implementation of
solutions
• Aging workforce - key people will be retiring
in next 2 years
• Demand is becoming more challenging;
more mid-merid and peak generation
‣ What is the purpose?
• Increase visibility and usability of all operational data through
standard toolsets
• “Stop smart people doing stupid work”
Business Case
‣ Program justification
• Increase fuel efficiency
• Optimise asset use and
maintenance regimes
• Optimise generation unit dispatch
stack
• Record existing operational
knowledge and increase accessibility
‣ Approach
• Establish a central information platform for storing and analysis of
operational data
• Establish a ‘vessel’ for business transformation and benefits
realisation
Business Case – 15 months later
‣ Business Case Justification
• Long term target is $6.97M savings per year
• increased efficiency
• optimised maintenance
• optimised availability – reduced capacity payments for
forced outages
‣ Current state
• We have 35 benefits realization initiatives identified, 12
completed
• Projected savings of $2.5 million in initiatives
Program Structure
Work streams
Technology Implementation
Business Transformation
Organising Business Transformation
‣ Guiding principal:
“This is foremost a transformational program, not a technology
implementation”
 “All about the people”
‣ Target both hierarchical and functional leaders
• General Managers
• Chief Engineer, Principal & Senior Engineers
• “Informal leaders”
Business Transformation
Governance model
Principal &
Senior
Engineers
Fuel contracts
manager
Trading
Analysts
Finance
Analysts
Control &
Instrumentation
Engineers
IT Solution
Architect
Key User Group
Organising Business Transformation
‣ Approach to functional leaders
• Engaged at the start of the program
• Trained in use of the system (PI System Visualisation course)
‣ Establish ‘Key User Group'
• Monthly formal meetings
• Chief Engineer, Principal Engineers, and 'Informal leaders' from Finance,
Trading & Fuel and Business Development BU's
• Align implementation to business requirements
• Leading in definition of the system, data and user governance
framework; and user support structure
• Identify opportunities for benefits and actively pursue realisation
• Identify opportunities to re-use solutions in other locations or BU's
• Ambassadors in the organisation for the program and the PI system
Business Transformation
Key User Group input
Business Transformation - KUG
Key User Group input
Business Transformation - KUG
Results Key User Group engagement
‣ 'Rules of Use' are understood and mandated
• Data and System Governance document is kept alive
• Governance roles & responsibilities are described in a RACI matrix
‣ Sense of ownership regarding the project and the systems
‣ Fit for use data organisation
• Asset hierarchy vs Process hierarchy in PI Asset Framework
• Use of smart tools to allow quick build and change, eg Optimate's AF mapping tool
‣ Critical mass of knowledgeable stake holders
Recently we have split the KUG in a Service Delivery Team and an
Innovation Forum
• Increase focus on and momentum of benefits realisation
• Service Delivery Team: run & maintain, data management, security
management
• Innovation Forum: Benefits Realisation Initiatives, Product
demonstrations, Proof of Concepts
Business Transformation - Benefits
‣ Define responsibility and create interest
 Realisation of benefits is embedded in KPI's
 Benefits have 'owners'; the program structure enables and monitors progress
‣ Enable and support – 'make it easy'
 Periodic user training
 Functional support staff ('super users') are located on all sites, invested in hiring SME’s
 Existing contractual arrangements with consultancy companies that specialise in the
PI System
 Quick Reference Guide, how-to videos and user guides
‣ Create a process for identifying, starting and tracking of
initiatives
 All initiatives are tracked against a benefits realisation dashboard
 Program funds approved initiatives
Business Transformation - Benefits
Business Transformation - Benefits
PI System
Infrastructure & data
feeds
Integration with Intranet,
create awareness
Explore expert systems:
• Performance Optimisation
• Asset use optimisation,
predictive monitoring
Relate other data sources:
• Advanced analysis &
process tuning
Capability Development
Trading
Information
Dashboard
Benchmarked
heat rate
models
PI System
Infrastructure
Fleet
Dashboard
Station
Overview
Unit
Chemistry
Trends
Boiler tube
temperature
excursions
Online
efficiency
monitoring
Unit
efficiency
models
Coal mill
maintenance
Engineer
Dashboard
COO
Dashboard
Environmental
reporting
PI System
Dashboard
Examples – General Dashboard
Map overview > Site > Unit > Detail Fleet
Dashboard
Station
Overview
Examples - Role Based Views
Station overview Cockburn
Engineer
Dashboard
Boiler tubes over nameplate temperature
Examples - Role Based Views
Boiler tube
temperature
excursions
Generating Unit Supervisory Display
Examples - Role Based Views
Unit
efficiency
models
Cycle Chemistry for Muja Unit 5
Examples - Role Based Views
Unit
Chemistry
Trends
Cycle Chemistry trends Muja Unit 5
Examples - Role Based Views
Unit
Chemistry
Trends
Data flow overview
Examples - Role Based Views
PI System
Dashboard
Interface status
Examples - Role Based Views
PI System
Dashboard
Benefits – Bottom Line
‣ Substantial part of projected savings target is underway
in less than 12 months – and we are just scratching the
surface
‣ The intent is not to limit our scope of activities to just one
or two projects
‣ What’s next:
‣ Integration with Asset Management system and data
‣ Advanced data analytics – predictive analytics
‣ Event driven visualisation – “what you need to know right now”
Observations
Technology implementation is not a major
issue
• Adequate design and preparation
• Focus on standardisation and robustness
• Real-time visibility of data feeds and system parameters
is important
• Be prepared for ‘dirty data’
Observations
Business transformation is the hard part
‣ The basis of data management has to be in place
• Ownership of data
• Change management in data feeds
• Naming conventions, hierarchy structures
• Establish a ‘publish’ process for reports, PI ProcessBook displays, web
pages
‣ Training is key
• Classroom training (baseline)
• Advanced ‘training’ (value add)
‣ Allow for a learning curve
• Allow experiments (and accept occasional rework); avoid “analysis –
paralysis”
• Facilitate exchange of ideas and solutions, both inside as with the
external user community
Observations
Formalise and facilitate benefits realisation
‣ Make it important
‣ Make it easy
‣ Make it visible
Questions & Feedback
Francois Mevis
francois.mevis@synergy.net.au
Manager ICT Generation
Synergy
32
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RS2014_Perth_Synergy_FMevis_AVesselForChangeInSynergy

  • 1. Presented by OSIsoft PI System: A Vessel for Change in Synergy Francois Mevis, Synergy
  • 2. OSIsoft PI System A Vessel for Change in Synergy Thursday, 18 September 2014
  • 3. Contents ‣ Context • Company • Plant Operational Information Program ‣ Program set up ‣ Technology implementation ‣ Business transformation • Organising business transformation • Benefits realisation ‣ Observations ‣ Questions and feedback
  • 4. About Synergy Synergy is Western Australia’s largest electricity generator and retailer of gas and electricity • Approximately 1300 staff • 5 major power station and 20 minor, unmanned sites • Over 1 million residential & commercial customers • The Generation BU is historically site and location focused ‣ Nameplate generation capacity is over 3000 MW ‣ Supply approximately 52% of energy in Western Australia, and about 55% of the contestable gas load in the commercial market ‣ Fuel is predominantly coal and gas, with smaller contributions from oil, wind and solar
  • 5. Synergy Generation Portfolio - 12 Coal fired units - 18 Gas Turbines - Wind farms, Wind- diesel units - Solar farm
  • 6. Context - Program ‣ What is the problem? • Data only accessible on site through different software products • No integration and no overview over sites • No easy sharing or implementation of solutions • Aging workforce - key people will be retiring in next 2 years • Demand is becoming more challenging; more mid-merid and peak generation ‣ What is the purpose? • Increase visibility and usability of all operational data through standard toolsets • “Stop smart people doing stupid work”
  • 7. Business Case ‣ Program justification • Increase fuel efficiency • Optimise asset use and maintenance regimes • Optimise generation unit dispatch stack • Record existing operational knowledge and increase accessibility ‣ Approach • Establish a central information platform for storing and analysis of operational data • Establish a ‘vessel’ for business transformation and benefits realisation
  • 8. Business Case – 15 months later ‣ Business Case Justification • Long term target is $6.97M savings per year • increased efficiency • optimised maintenance • optimised availability – reduced capacity payments for forced outages ‣ Current state • We have 35 benefits realization initiatives identified, 12 completed • Projected savings of $2.5 million in initiatives
  • 11. Business Transformation Organising Business Transformation ‣ Guiding principal: “This is foremost a transformational program, not a technology implementation”  “All about the people” ‣ Target both hierarchical and functional leaders • General Managers • Chief Engineer, Principal & Senior Engineers • “Informal leaders”
  • 12. Business Transformation Governance model Principal & Senior Engineers Fuel contracts manager Trading Analysts Finance Analysts Control & Instrumentation Engineers IT Solution Architect Key User Group
  • 13. Organising Business Transformation ‣ Approach to functional leaders • Engaged at the start of the program • Trained in use of the system (PI System Visualisation course) ‣ Establish ‘Key User Group' • Monthly formal meetings • Chief Engineer, Principal Engineers, and 'Informal leaders' from Finance, Trading & Fuel and Business Development BU's • Align implementation to business requirements • Leading in definition of the system, data and user governance framework; and user support structure • Identify opportunities for benefits and actively pursue realisation • Identify opportunities to re-use solutions in other locations or BU's • Ambassadors in the organisation for the program and the PI system Business Transformation
  • 14. Key User Group input Business Transformation - KUG
  • 15. Key User Group input Business Transformation - KUG
  • 16. Results Key User Group engagement ‣ 'Rules of Use' are understood and mandated • Data and System Governance document is kept alive • Governance roles & responsibilities are described in a RACI matrix ‣ Sense of ownership regarding the project and the systems ‣ Fit for use data organisation • Asset hierarchy vs Process hierarchy in PI Asset Framework • Use of smart tools to allow quick build and change, eg Optimate's AF mapping tool ‣ Critical mass of knowledgeable stake holders Recently we have split the KUG in a Service Delivery Team and an Innovation Forum • Increase focus on and momentum of benefits realisation • Service Delivery Team: run & maintain, data management, security management • Innovation Forum: Benefits Realisation Initiatives, Product demonstrations, Proof of Concepts Business Transformation - Benefits
  • 17. ‣ Define responsibility and create interest  Realisation of benefits is embedded in KPI's  Benefits have 'owners'; the program structure enables and monitors progress ‣ Enable and support – 'make it easy'  Periodic user training  Functional support staff ('super users') are located on all sites, invested in hiring SME’s  Existing contractual arrangements with consultancy companies that specialise in the PI System  Quick Reference Guide, how-to videos and user guides ‣ Create a process for identifying, starting and tracking of initiatives  All initiatives are tracked against a benefits realisation dashboard  Program funds approved initiatives Business Transformation - Benefits
  • 18. Business Transformation - Benefits PI System Infrastructure & data feeds Integration with Intranet, create awareness Explore expert systems: • Performance Optimisation • Asset use optimisation, predictive monitoring Relate other data sources: • Advanced analysis & process tuning Capability Development Trading Information Dashboard Benchmarked heat rate models PI System Infrastructure Fleet Dashboard Station Overview Unit Chemistry Trends Boiler tube temperature excursions Online efficiency monitoring Unit efficiency models Coal mill maintenance Engineer Dashboard COO Dashboard Environmental reporting PI System Dashboard
  • 19. Examples – General Dashboard Map overview > Site > Unit > Detail Fleet Dashboard Station Overview
  • 20. Examples - Role Based Views Station overview Cockburn Engineer Dashboard
  • 21. Boiler tubes over nameplate temperature Examples - Role Based Views Boiler tube temperature excursions
  • 22. Generating Unit Supervisory Display Examples - Role Based Views Unit efficiency models
  • 23. Cycle Chemistry for Muja Unit 5 Examples - Role Based Views Unit Chemistry Trends
  • 24. Cycle Chemistry trends Muja Unit 5 Examples - Role Based Views Unit Chemistry Trends
  • 25. Data flow overview Examples - Role Based Views PI System Dashboard
  • 26. Interface status Examples - Role Based Views PI System Dashboard
  • 27. Benefits – Bottom Line ‣ Substantial part of projected savings target is underway in less than 12 months – and we are just scratching the surface ‣ The intent is not to limit our scope of activities to just one or two projects ‣ What’s next: ‣ Integration with Asset Management system and data ‣ Advanced data analytics – predictive analytics ‣ Event driven visualisation – “what you need to know right now”
  • 28. Observations Technology implementation is not a major issue • Adequate design and preparation • Focus on standardisation and robustness • Real-time visibility of data feeds and system parameters is important • Be prepared for ‘dirty data’
  • 29. Observations Business transformation is the hard part ‣ The basis of data management has to be in place • Ownership of data • Change management in data feeds • Naming conventions, hierarchy structures • Establish a ‘publish’ process for reports, PI ProcessBook displays, web pages ‣ Training is key • Classroom training (baseline) • Advanced ‘training’ (value add) ‣ Allow for a learning curve • Allow experiments (and accept occasional rework); avoid “analysis – paralysis” • Facilitate exchange of ideas and solutions, both inside as with the external user community
  • 30. Observations Formalise and facilitate benefits realisation ‣ Make it important ‣ Make it easy ‣ Make it visible
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