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Tom Fletcher
Trane Commercial
Vice President – Controls Engineering & Innovation
Industry of Things World , February 21, 2017
The Connected Building Transformation
Today’s Discussion
• Key Trends – Driving Need
• Commercial HVAC – Quick History
• Connected Buildings – Technology- Enabled
Transformation
• Resulting Customer Business Outcomes
• Challenges to Keep in Mind
Key Market Trends
• Energy efficiency: Investing in higher performance systems, demand management and
renewable energy
• Financial pressure: Emphasis on operating and lifetime costs of systems
• Urbanization: 50% of the world’s population now lives in cities, increasingly in emerging
markets
• Changing Roles: Capability required to manage
facilities increasingly include IT knowledge
• Increased regulations: Efficiency standards and
reduced green house gas emissions
• Advancing technology: Equipment efficiency,
remote connectivity, data analytics, web-based
controls and wireless devices
Brief History of Trane Commercial HVAC Systems
‣ 1913 - Trane founded in La Crosse, Wisconsin
‣ 1973 – Oil embargo drove up energy prices
‣ 1978 – Trane acquired controls company in Minneapolis
‣ 1980s – System integration hampered by proprietary protocols
‣ 1990s – Movement to open protocols
‣ 2000s – Movement to remote IP connectivity
‣ Present – Web based systems, wireless, mobile, cloud…
Buildings have been “connected” since the 80s –
What is enabling the connected building transformation?
Technology Advancement Enabling Change
• Web Enabled
• Open Standards
• Wireless
• Mobile Access
• Pre-packaged
Applications
Connecting Data and OperationsConnected Buildings
Cool technology, but where to start?
Strategic Approach to Data Collection
• Strategy first ─ Avoid data for data’s sake
• Strategy creates clarity ─ The big picture enables you to:
 Understand the business opportunity and data you need
 Identify which databases to connect and why
 How much is needed on the edge vs. cloud
 Determine what you need to own, vs. partner
 Understand what is needed to visualize and take action
Let’s look at an example
Case Study: Movie Theater Chain
Challenge
• A movie chain with locations nationwide wants to ensure customer
comfort while optimizing energy use for lighting and HVAC
• Need real-time, enterprise-wide updates
Approach
• Implemented real-time synchronization with ticket sales and show
schedules
• Integrated lighting and HVAC with building controls
• Enabled intelligent dispatching to technician handhelds
Results
• Energy efficient theaters that keep guests comfortable
• System anticipates occupant load based on ticket sales/show schedules
• Sets temperatures before guests occupy seats
• Energy use and comfort are optimized
• Reduced comfort calls and facility management action requests
Technology Enablers
• Server on client network for
enterprise BAS control
• Lighting integration and control
• Cloud-enabled enterprise
schedule and set point changes
• Energy meter data through BAS
into Cloud for analysis and reports
Case Study: Regional Microbrewery
Challenge
• Regional microbrewery with 13+ locations needed to optimize for
customer comfort and product quality control
• Required real-time enterprise-wide information access
Approach
• Web-enabled building controllers allowing 24/7/365 remote technician
response to critical HVAC and brewing alarms
• Mobile device app allows easy access to make system adjustments
• Enterprise-level access to all sites
Results
• Breweries have improved customer comfort and product quality
• Around-the-clock reporting and remote access to enable fast and
informed actions
• Team anticipates and resolves alarm issues quickly to reduce product
loss and improved quality.
Technology Enablers - solution
• Cloud access to enterprise data
• Mobile device view of site
conditions and equipment
operation
• Brewery panel alarms through
building automation systems
• Site alarms thru cellular network
Case Study: Food Distributor
Challenge
• Food distributor with 24-hour operations in 50+ locations needed:
• Better energy efficiency and refrigeration load management
• Round-the-clock quality assurance to minimize product loss
Approach
• Conducted energy analysis to find improvement opportunities
• Applied connected-building technology with existing controllers,
integrated HVAC and industrial refrigeration systems for alarms
• Added energy performance monitoring to increase efficiency
Results
• Increased energy efficiency and reduced product loss
• 24/7/365 performance monitoring and alarm management, resolves
issues while still minor
• Improved refrigeration load management has optimized energy use
Technology Enablers
• 24/7/365 alarm management
• Enterprise integration of building
level data within client network
• Secure access through
workstations
• Utility data direct or site meters
• Real-time energy visualization
Let’s Recap the Benefits
‣ Provides improved customer experience
‣ Offers 24/7 access to system and data
‣ Enables remote, enterprise-wide system management for
better quality/space usage
‣ Better decision making for improved building performance
‣ Creates visibility for ongoing energy and operational
savings
Make sure, however, to ensure continued success…
Maintaining the Benefits
‣ Reality – Systems degrade over time
‣ Recognizing and maintaining the benefits takes a complete solution
Connected building outcomes, enabled by analytics, visualization and service
Facility use
changes
Sensor
recalibration
NOT performed
Schedule
overrides don’t
get reset
Alarms NOT set
up to support staff
Deferred
maintenance
Set-points get
permanently
changed
Investments in energy
efficiency systems
Make conditions visible
vs. inefficiencies going
unnoticed
Addressing issues - 16%
ave. annual savings!
(US DOE. LBNLStudy )
TIME
Results through connected solutions!
Building Efficiency- +
Connecting equipment,
systems, buildings…
Be Informed – Technical
‣ Standards still in flux with IoT in buildings
‣ Too many standards - no “standard” way of
addressing interoperability
‣ Integration of disparate systems
‣ Lots of legacy communication protocols
‣ Fast-changing technology, lots of new tools
and new skills, new standards
Be prepared to make the most of IoT benefits…
Attention to Security
‣ IoT security – Major customer concern
‣ Needs to be designed into the system solution
‣ Impacts data collection and storage
‣ Requires collaboration between operations and
IT teams
‣ Requires proper application hygiene
Security is a business issue – and needs to be a top priority
Educate Yourself and Partner for Success
‣ Do your homework - understand the risk in the target
application
‣ Update legacy systems to help ensure IT security
‣ Understand integration needs and capabilities of systems that
connect with yours
‣ Partner for success. Leverage experts to bring solutions
together
‣ Engage key stakeholders (internal and external) to raise
awareness of both the opportunities and the risks associated
with connectivity
Overcome the challenges…
Summary
• Tremendous business opportunities IoT/connected
solutions
• Explore opportunities and set a strategic direction
• Get the right partner(s) to deliver sustainable system
solutions
• Recognize and address the challenges associated with
emerging technology and security
• Smart to start small and build on success
Questions
Follow up questions
Tom Fletcher, tfletcher@trane.com

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The Connected Building Transformation

  • 1. Tom Fletcher Trane Commercial Vice President – Controls Engineering & Innovation Industry of Things World , February 21, 2017 The Connected Building Transformation
  • 2. Today’s Discussion • Key Trends – Driving Need • Commercial HVAC – Quick History • Connected Buildings – Technology- Enabled Transformation • Resulting Customer Business Outcomes • Challenges to Keep in Mind
  • 3. Key Market Trends • Energy efficiency: Investing in higher performance systems, demand management and renewable energy • Financial pressure: Emphasis on operating and lifetime costs of systems • Urbanization: 50% of the world’s population now lives in cities, increasingly in emerging markets • Changing Roles: Capability required to manage facilities increasingly include IT knowledge • Increased regulations: Efficiency standards and reduced green house gas emissions • Advancing technology: Equipment efficiency, remote connectivity, data analytics, web-based controls and wireless devices
  • 4. Brief History of Trane Commercial HVAC Systems ‣ 1913 - Trane founded in La Crosse, Wisconsin ‣ 1973 – Oil embargo drove up energy prices ‣ 1978 – Trane acquired controls company in Minneapolis ‣ 1980s – System integration hampered by proprietary protocols ‣ 1990s – Movement to open protocols ‣ 2000s – Movement to remote IP connectivity ‣ Present – Web based systems, wireless, mobile, cloud… Buildings have been “connected” since the 80s – What is enabling the connected building transformation?
  • 5. Technology Advancement Enabling Change • Web Enabled • Open Standards • Wireless • Mobile Access • Pre-packaged Applications Connecting Data and OperationsConnected Buildings Cool technology, but where to start?
  • 6. Strategic Approach to Data Collection • Strategy first ─ Avoid data for data’s sake • Strategy creates clarity ─ The big picture enables you to:  Understand the business opportunity and data you need  Identify which databases to connect and why  How much is needed on the edge vs. cloud  Determine what you need to own, vs. partner  Understand what is needed to visualize and take action Let’s look at an example
  • 7. Case Study: Movie Theater Chain Challenge • A movie chain with locations nationwide wants to ensure customer comfort while optimizing energy use for lighting and HVAC • Need real-time, enterprise-wide updates Approach • Implemented real-time synchronization with ticket sales and show schedules • Integrated lighting and HVAC with building controls • Enabled intelligent dispatching to technician handhelds Results • Energy efficient theaters that keep guests comfortable • System anticipates occupant load based on ticket sales/show schedules • Sets temperatures before guests occupy seats • Energy use and comfort are optimized • Reduced comfort calls and facility management action requests Technology Enablers • Server on client network for enterprise BAS control • Lighting integration and control • Cloud-enabled enterprise schedule and set point changes • Energy meter data through BAS into Cloud for analysis and reports
  • 8. Case Study: Regional Microbrewery Challenge • Regional microbrewery with 13+ locations needed to optimize for customer comfort and product quality control • Required real-time enterprise-wide information access Approach • Web-enabled building controllers allowing 24/7/365 remote technician response to critical HVAC and brewing alarms • Mobile device app allows easy access to make system adjustments • Enterprise-level access to all sites Results • Breweries have improved customer comfort and product quality • Around-the-clock reporting and remote access to enable fast and informed actions • Team anticipates and resolves alarm issues quickly to reduce product loss and improved quality. Technology Enablers - solution • Cloud access to enterprise data • Mobile device view of site conditions and equipment operation • Brewery panel alarms through building automation systems • Site alarms thru cellular network
  • 9. Case Study: Food Distributor Challenge • Food distributor with 24-hour operations in 50+ locations needed: • Better energy efficiency and refrigeration load management • Round-the-clock quality assurance to minimize product loss Approach • Conducted energy analysis to find improvement opportunities • Applied connected-building technology with existing controllers, integrated HVAC and industrial refrigeration systems for alarms • Added energy performance monitoring to increase efficiency Results • Increased energy efficiency and reduced product loss • 24/7/365 performance monitoring and alarm management, resolves issues while still minor • Improved refrigeration load management has optimized energy use Technology Enablers • 24/7/365 alarm management • Enterprise integration of building level data within client network • Secure access through workstations • Utility data direct or site meters • Real-time energy visualization
  • 10. Let’s Recap the Benefits ‣ Provides improved customer experience ‣ Offers 24/7 access to system and data ‣ Enables remote, enterprise-wide system management for better quality/space usage ‣ Better decision making for improved building performance ‣ Creates visibility for ongoing energy and operational savings Make sure, however, to ensure continued success…
  • 11. Maintaining the Benefits ‣ Reality – Systems degrade over time ‣ Recognizing and maintaining the benefits takes a complete solution Connected building outcomes, enabled by analytics, visualization and service Facility use changes Sensor recalibration NOT performed Schedule overrides don’t get reset Alarms NOT set up to support staff Deferred maintenance Set-points get permanently changed Investments in energy efficiency systems Make conditions visible vs. inefficiencies going unnoticed Addressing issues - 16% ave. annual savings! (US DOE. LBNLStudy ) TIME Results through connected solutions! Building Efficiency- + Connecting equipment, systems, buildings…
  • 12. Be Informed – Technical ‣ Standards still in flux with IoT in buildings ‣ Too many standards - no “standard” way of addressing interoperability ‣ Integration of disparate systems ‣ Lots of legacy communication protocols ‣ Fast-changing technology, lots of new tools and new skills, new standards Be prepared to make the most of IoT benefits…
  • 13. Attention to Security ‣ IoT security – Major customer concern ‣ Needs to be designed into the system solution ‣ Impacts data collection and storage ‣ Requires collaboration between operations and IT teams ‣ Requires proper application hygiene Security is a business issue – and needs to be a top priority
  • 14. Educate Yourself and Partner for Success ‣ Do your homework - understand the risk in the target application ‣ Update legacy systems to help ensure IT security ‣ Understand integration needs and capabilities of systems that connect with yours ‣ Partner for success. Leverage experts to bring solutions together ‣ Engage key stakeholders (internal and external) to raise awareness of both the opportunities and the risks associated with connectivity Overcome the challenges…
  • 15. Summary • Tremendous business opportunities IoT/connected solutions • Explore opportunities and set a strategic direction • Get the right partner(s) to deliver sustainable system solutions • Recognize and address the challenges associated with emerging technology and security • Smart to start small and build on success
  • 16. Questions Follow up questions Tom Fletcher, tfletcher@trane.com

Editor's Notes

  1. - Good afternoon! - Thank you for the kind introduction. It’s a pleasure to be here to talk about Trane’s Connected Building Journey - Raise your if you are a fan of the San Diego weather. Since I live in Minneapolis I try to tell myself I love the weather. I know it’s only 20 F in MN, but the wind-chill makes it feel like 0.
  2. - In the next 25 minutes I will touch on a little history of HVAC building systems to provide a frame of reference - IoT enabled technology changes that are transforming building systems. - How we got started on the connected building journey - Example of how the transformation is effecting customer business outcomes - Common challenges we faced that are good to keep in mind when making similar transformations in your industries.
  3. 1913 - James & Reuben founded Trane in La Crosse, WI 1973 – Oil Embargo drove up energy prices, and created demand for energy conservation (EMS was born) 1978 – Trane purchased controls company in Minneapolis to develop building management system 1980s – Start of HVAC system integration, however many proprietary protocols 1990s – Movement to open communication protocols (like BACnet and LonWorks) 2000s – Movement to remote IP connectivity – This includes modums to access BMS devices and pull data Present – Advances in web based systems, wireless, cloud, mobile, analytics, visualization, etc… - This includes data being pushed, with remote access, analytics,, and advanced applications to support turning data into business value. -- Throughout the history of Trane, it should be pointed out that the service relationship was and continues to be the foundation
  4. - So what’s changing that enables the connected building transformation? This page helps illustration a combination of recent connected building technology innovations that are improving business results. - Advanced web-based controls with open standard protocols, mobile access, and pre-packaged applications – makes it quick and easy to collect and act on data - Cloud enabled remote monitoring for Intelligent Services with diagnostics, and predictive analytics – Makes it easier to combine data from many sources, run advanced analytics, and leverage centralized expertise to turn raw data into insights and actions. - Improved visualization tailored to specific roles to drive action and link to business outcomes - Finally, there is a “digital” transformation of business processes taking place to get closer to customers and align building system solutions with evolving business needs.
  5. Once we have a clearly defined strategy that identifies the business opportunities and benefits, the data needs become clear, which then drives the specific tactics. What data is needed, and the best source of data What databases need to be integrated Who owns the data and how best to leverage partners How to display the data to visualize what information and take action
  6. Energy efficient movie theaters that keep guests comfortable
  7. Steel fermentation vats on brewer factory
  8. Primary customer value comes from traditional benefits associated with comfort, energy savings and operational efficiency, however, in this example new benefits are being delivered in the areas of customer experience and increased sales FYI - Ingersoll Rand is engaged in project connecting all our plants….Walking the talk – stayed tuned….Connected building approach – bringing our own plants up to speed right now to phase them in.
  9. A new building that is properly commissioned will operate “as designed” and provides the benefits expected… - Unfortunately, the reality is systems degrade over time for a number of reasons. US Dep of Energy did a study of 600 buildings and found significant inefficiencies. Common causes of degradation result from Facility Use changes (reconfigured), Sensors not maintained, Alarms not set up or ignored, Schedule overrides and set points are changed permanently vs. temp Even found devices were missing like temperature sensors needed for proper control, dampers or valves for adjustments, etc. - Getting the benefits over time is supported by the connected buildings, but requires a complete life-cycle solution Once you invest in the right equipment and systems, they need to be connected, monitored, analyzed, and presented in a way that enables action (which quite often requires feet on the street). – Components fail, dampers get stuck, filters & coils need cleaning, and occasionally a critters chew through ductwork, die in vents, or get tangled up in the wrong place.
  10. Still the wild west with respect to IoT in buildings - Too many standards - no “standard” way of addressing integration (BACnet, LonTalk, Modbus, Zigbee, etc.) - Integration of disparate systems (HVAC, Lighting, Security, Meters, Grid,…) - legacy communication protocols (mostly proprietary supplier specific protocols) - fast changing technology, lots of new tools, and new skills, Image: Trane DAM image: Building3
  11. IoT Security – Major concern of customers & suppliers – could be an entire presentation, to stay on track I’ll only highlight a few areas 1- Needs to be thought of and designed as a system solution – not just the product… - “secure by design” involves the complete product life-cycle and associated governance - Upfront security requirements/standards, software architectural risk assessments, code reviews, verification & penetration testing, installation and access control, updates to defend against evolving threats and more... - Impacts data collected & how it is stored – Again gets at what is needed to deliver business value vs. what we can store, and who has access to the data that is available. - Operations and IT need to collaborate – this is changing the role of facility managers who traditionally focus on equipment vs. IT. - Proper application hygiene is critical – Awareness is still lacking, -- an analogy would be the best deadbolt in the world doesn’t matter if you hang the keys on the door knob. Of course we are trying make it fool proof and eliminate keys, but application configuration matters. - It is a business issue, and needs to be a priority – Agree on standards, and prioritize the work to drive actions.