asset information management an it perspective b mick arc 2008

Asset Information ManagementAsset Information ManagementAsset Information ManagementAn IT Perspective

Asset Information ManagementAn IT Perspective

Bob MickVP Emerging Technologies

ARC Advisory [email protected]

Agenda Agenda

Asset Information Management IT Landscape

• Processes

• Software & Systems

• Information

AIM IT Strategy Considerations

• AIM Organization & Principles

• AIM Methods & Processes

AIM S l i A hi A li i & T h l• AIM Solutions – Architecture, Applications & Technology

The Big Questions

2© ARC Advisory Group

AIM IT LandscapeAIM IT Landscape

AIM Is a Comprehensive View of Asset LifeIncludes Three Sets of Connected ALM ProcessesAIM Is a Comprehensive View of Asset LifeIncludes Three Sets of Connected ALM Processes

RampUp

OperRdy

FuncAsset

ALM Processes Manage

AIM Processes Manage

Rdy

PeakPerf

AssmAsset

Asset

O &

Assets Asset Information

ModsSpec

Operate & Optimize

IS

Mods

P j

Spec

Design & Build

IS

Maintain& Improve

ISLiab

CashDes

ProjPlan

But … ALM & AIM Processes


Cash

IdeaBasis Are Not Completely

Separable

Many ALM Processes Are Embedded in ApplicationsThere Are Also Cross-Functional Information Needs and GapsMany ALM Processes Are Embedded in ApplicationsThere Are Also Cross-Functional Information Needs and Gaps

Information Embeddedin Applications

Important to Multiple

Collect

Important to Multiple Domains

Operate &

CADPDFImages

CollectIntrospectStructureTransform

AccessTransform

PublishOther

Software

OptimizeIS

Cross FunctionalTextData …

All AIM Information

AIM Information Not Controlled by

Applications

Design & Build

IS

Maintain& Improve

IS

Cross Functional

InformationyDOM Applications

Internal ALM TeamExternal

AIM

IS IS


TeamMembers

External ALM

Partners

What Software and Systems Are Involved?Diverse Information, Workflow, Roles, Data Owners …What Software and Systems Are Involved?Diverse Information, Workflow, Roles, Data Owners …

Enterprise Asset

Reliability Analysis& MaintenanceEnterprise

Resource

ProductLifecycle

Management

Drawing Management

Management Plant PredictiveMaintenance

ResourcePlanning

“ERP”

g

Performance

Design & Build Maintain &

Improve

Contains orUses Asset

InformationEngineering

CAD Packages

ProductionPlans, HistoryA d R d

PerformanceManagement

Informationg g

Content/DataManagement

Project

Operating &Safety Procedure

Management

And RecordsOperate &Optimize

TechnologyPlatforms

GeneralDocument

Management

SchedulingTools

Project Management

Management

Incident Management

Portals& Content

Management

Databases


Management DatabasesDocumentPublishing

MobileSolutions

AutomationProcess Control

AIM Supports ALM Information Needs ALM Processes, Workflow, Analysis, Reporting …AIM Supports ALM Information Needs ALM Processes, Workflow, Analysis, Reporting …

D i &

Operate &Optimize

M i t i &

CADCollect

T fProjects, Tests, Production Orders, Work O d i l i

Design & Build

Maintain &Improve

CADPDFImagesTextData …

TransformDistribute

Orders, Reporting, Analysis …

ALM Business Processes & Workflow

ExternalSources

Asset Information Management

AIM

Reference Information & Activity Records



A Comprehensive View of Asset Information

Diverse Information - Throughout an Asset’s LifeOriginate and Re-purpose Information for RolesDiverse Information - Throughout an Asset’s LifeOriginate and Re-purpose Information for Roles

Functional• Process

S

Design• Process

D i

Procedures• Project Mgmt

Commercial• Financial Analysis

Status• Project & Site

History• Source &

B ild Hi tSpecs • Process

Models• Process Calcs • Flow Diags• Equip Calcs

Design • P&ID• Equip Layout,

Design, BOMs

• System

• Install/Test • Descriptions

of Operation• Operating • Insp & Maint

C tifi ti

• CAPEX• Depreciation• OPEX• Purchasing

RecordsW t &

• Procurement• Operational

Status• Performance• MRO

Inventory

Build History• Operating

History• Maint History• Inspection

Records• Equip Calcs • Equip Specs• Func Designs

• System Detail Design

• MRO BOMs

• Certification Reqs

• Lockout & Safety Reqs

• Warranty & Repair Records

• O&M Service Agreements

Inventory• Training

Records• Incident

Reports• People

Certifications


Reference Data Activity Records

The “Information” in AIM Is More than DocumentsAIM Solutions Are Moving Toward Information as DataThe “Information” in AIM Is More than DocumentsAIM Solutions Are Moving Toward Information as Data

RelationalCAD Drawing P&IDData SchemasProprietary

PDFProprietaryMetadata

DrawingsObject DataLinkages

File CabinetsFoldersArchives

Document AIM DataPaper

File SystemPortalsECM

ViewersDocumentGene ato s

DrawingsSpecificationsLetters ECM

ViewersGeneratorsLetters

ContractsFilesArchives


Drives AIM Architecture and Selection of Solutions

General AIM Information ModelAsset Info Ranges from Paper Drawings to Operating Data General AIM Information ModelAsset Info Ranges from Paper Drawings to Operating Data

DocumentFormats

• Paper

Data Formats

• Proprietary

Organized By“List” or “Object”

Organized byDocuments

Files Database

“Drawings”P&IDInstallationElectricalPiping

• Paper• Image• DWG, …• XML• Std XML• …

Proprietary• RDB• Object DB• XML• Std XML• …

“Data”Instrument ListsEquipment listsBill of Materials

Asset (Object)

Attribute Value Note

ID P-300-27

Type CPump

DFlow 200 CFM

PR-MAX 3.5

Material Ni-222 Internal

P-300-27

D-300-2003

Piping…Virtual Views

Bill of MaterialsAssembliesSub-AssembliesStandardsPerformanceHistory…Virtual Models

Asset (Object)

Attribute Value Note

ID P-300-27

C

Virtual ModelsMeta DataP-300-27

Type CPump

DFlow 200 CFM

PR-MAX 3.5

Material Ni-222 Internal

“Documents”ManualsOperating ProceduresMaintenance Procedures…


Formal Structures

Structured Information Enables Higher Productivity

But We Have Been Building and Running Plants?Why Do We Need to Change? Next Generation AIM?But We Have Been Building and Running Plants?Why Do We Need to Change? Next Generation AIM?

“Traditional ways of doing Cross Functional

ALM Requirements Are Changing

IT MethodsAre Evolving

Technology isEvolving

Traditional ways of doingprojects are now obsolete”

Cross Functional AIM Organization

“Have practices, but everyone has a different understanding”

Stakeholder RolesResponsibilities

Ownership

SecureRole-based

Environment

Collaboration

AIMStrategies &“The information I need

“Needs analysisdid not account for me”

Standardized Practices & Procedures

Ownership

Process & Workflow

Automation

Environment

Strategies & Solutions

is not being collected”

Architecture forInformation

Selection ofSolutions &

“It takes too long to find information”

StandardizedInformation

ImplementationFlexibility

“Can not trust information”Governance, Monitoring

Change Management

Sharing

“The corporate solution is inadequate and obsolete”

Technology

Tracing, Auditing

Alerts


TrainingStakeholders“We have too many

local solutions”

Ease of useDomain Terminology

AIM IT Strategy ConsiderationsAIM IT Strategy Considerations

The ALM Objective: Good Asset InformationTo Be Useful, Asset Information Must Be …The ALM Objective: Good Asset InformationTo Be Useful, Asset Information Must Be …

Complete• All information for every asset in every relevant categoryAll information for every asset in every relevant category

Accurate• With respect to the existing situation

C i t tConsistent• Across all drawing, document and object instances

Timely• Reflects the current situation with reasonable measures of “real-

time”

Accessible• By authorized ALM stakeholders using reasonable knowledge, in a

form that conveniently meets their needs

Asset Information is “good” when it is trusted


Asset Information is good when it is trustedand used by people in their decision making

across all of the ALM processes.

Develop an AIM Vision & StrategyYou Are Doing AIM Now – Where Do You Want to Go?Develop an AIM Vision & StrategyYou Are Doing AIM Now – Where Do You Want to Go?

ALM RequirementsAIM As-Is

AIM Organization& Principles

Analyze& Plan AIM As Is p& Plan

AIMStrategies &

Solutions

Architecture,Applications,& Technology

AIM Methods

Then Tacklea Piecet Ti

Solutions

& TechnologyPlatform& Processesat a Time


AIM Programs Can Be As Big As You Want

AIM Organization & Principles AIM Organization & Principles

AIM Organization & MethodsWhat Level of AIM Initiative Can Your Business Support?AIM Organization & MethodsWhat Level of AIM Initiative Can Your Business Support?

Do you have an existing organizational capability including executive sponsorship to?

Define and sell an AIM visionQuantify AIM business benefitAddress cross-functional AIM requirementsAddress cross functional AIM requirementsAnalyze existing practices and recommend changesIdentify information needs for end-to-end ALM processesIdentify the key information stored in diverse ALM applicationsIdentify the key information stored in diverse ALM applicationsDefine and manage enterprise architectureDevelop a common information sharing strategySt d di i f ti t ti i l diStandardize information management practices, including identifying information ownersStandardize information structure, semantics …Find and address data quality problems


Find and address data quality problems

Define AIM PrinciplesAlign Stakeholders and Other IT InitiativesDefine AIM PrinciplesAlign Stakeholders and Other IT Initiatives

Always articulate the business benefitAlways consider a transition requirements up frontAlways consider a transition requirements up frontAIM strategy drives technology decisionsPrioritize and manage change formallyConsider all stakeholder information requirementsFocus on people productivitySecurely share consistent informationSecurely share consistent informationBuild data quality into ALM and AIM processesMinimize technology diversityAli AIM ith th IT i iti tiAlign AIM with other IT initiative…

E h B i Will H Th i O


Each Business Will Have Their Own Set Of AIM Principles

AIM Methods & ProcessesAIM Methods & Processes

Is AIM Like Other Information Management?Yes, But a Different Set of Apps, Data, Players, Issues …Is AIM Like Other Information Management?Yes, But a Different Set of Apps, Data, Players, Issues …

Involves many applications in several domains – Design, ERP, Operations Management, EAM …, Ope a o s a age e ,Cross-Functional Processes – Loosely linked to productRequires Integration - Also need a way to fill gaps N d i d t t d d It’ ISO 15926Needs industry standards – It’s own, ISO 15926 …Diverse Stakeholders and Information Owners –Engineering, Purchasing, Operations, Maintenance, Fi C t tFinance, Contractors …Information Sharing is a primary goal – Re-purposeLow Productivity – Finding, re-entering information …y g, gData Quality is a concern – Correct, complete, timely …Diverse Formats – Paper, Files, Data, Linkages …Large volumes at some steps Facility handover


Large volumes at some steps – Facility handoverDescribes assets that change – As-built

Is AIM Like Other Information Initiatives?Yes, AIM Has Many SimilaritiesIs AIM Like Other Information Initiatives?Yes, AIM Has Many Similarities

Relationship to:PIM – Product Information ManagementCDI – Customer Data IntegrationFDI – Financial Data Integration

AIM

Master DataManagement

EnterpriseInformationIntegration

Data UnificationData Sharing

Data GovernanceIntegration

Data Standardization Data Validation

Data QualityManagement

KnowledgeManagement


Utilize Best Practices, Lessons Learned and Technologies

Does Your AIM Have a Data Quality Problem?Poor Data Quality Means Information is UnusableDoes Your AIM Have a Data Quality Problem?Poor Data Quality Means Information is Unusable

Do You Have: Explanation AIM Impact and Cost Examples

Outdated and Wrong Values

Information is obsolete or entered incorrectly

Process errors, poor decisions, missed opportunities, waste

IncompleteDefinitions

Missing Information Missing information increases manual efforts, creates inconsistencies, increases search failures

AmbiguousInformation

No units, inconsistent units, unrecognizable abbreviations

Design errors, search failures, duplication, manual validation

Inconsistent Formats

File formats, multiple proprietary formats or schemas

Manual reentering, error prone conversions

Inconsistent Semantics

Same labels differentmeaning - different labels, same meaning

Unrecognizable information, manual mapping, poor decisions, high IT costs

Different National

English, French, Spanish,Chinese, …, units, dates, …

Unusable information, redundant suppliers, higher costs, lost opportunities

Languages

Redundant Items

Same or similar items defined in multiple places

Leads to duplicate engineering, lower buying power, errors in reporting, higher MRO costs


Yes, Many AIM Issues are Really Quality Problems

A Data Quality Perspective Is Essential for AIMAwareness Is Typically the First Data Quality ChallengeA Data Quality Perspective Is Essential for AIMAwareness Is Typically the First Data Quality Challenge

Business Objective Business SituationIn

ExcellenceCorporate strategy implemented and steps for assuring adequate data quality are part of other processes –lowering the cost of assuring data quality

CoordinationValue of data quality recognized at a high level, supporting corporate-wide strategy service architecture

ncre

asin

g O

r Coordination supporting corporate-wide strategy, service architecture and standardization of solutions

PreventionDeveloping and implementing techniques to prevent deterioration of data over time.Development of re-usable data quality services

rgan

izatio

na

CleanupFinding and sizing the impact of quality problems. Executing Data Quality Initiatives to correct problems with sufficient return

Awareness Building awareness of the problem. Living with quality issues and doing what is necessary to complete tasks

al C

ap

ab

ility issues and doing what is necessary to complete tasksy


Build Data Quality Steps into Your AIM Processes

Is AIM Like Master Data Management (MDM)?Yes, MDM Offers Many Practices that Apply to AIMIs AIM Like Master Data Management (MDM)?Yes, MDM Offers Many Practices that Apply to AIM

Objective Process

Exception Management

Integrated process to remediate problem data including both automated and manual remediation as required.

GovernanceActively enforce master data standards; provide data stewards with process and quality metrics so they can drive continuous improvement

Incre

asin

g M

drive continuous improvement.

RepurposingRe-standardize information to meet the requirements of external systems in terms of format, vocabulary, language, classifications, description lengths etc.

ValidationVerify information against standard libraries. Build domain specific libraries

MD

M P

roce

s domain specific libraries

Matching Match & de-duplicate item records

Enrichment Fill-in gaps in required data including attributes, descriptions, classifications etc.

Recognize extract and restructure item information

ss Matu

rity

Standardization Recognize, extract and restructure item information according to master data standards

Define Your AIM Requirements


Then Consult With Your MDM TeamFor Good AIM Practices

AIM Is A Blend of Best Data Mgmt PracticesDevelop Your AIM FoundationAIM Is A Blend of Best Data Mgmt PracticesDevelop Your AIM Foundation

Standardization• Data Mastering• Data Mastering• Repurposing

Governance

MasterData

Management

DataQuality

Management

• Single Owner• Change Events

AutomationAutomation• Workflow• Synchronization

D t Q litEnterprise Information

A hit tData Quality • Common Access Services• Data Quality Services

Architecture


Q y

Remember That Domain Applications Have A Role

AIM Solutions:hi li i & h l l f

AIM Solutions:hi li i & h l l fAIM Architecture, Applications & Technology PlatformAIM Architecture, Applications & Technology Platform

AIM General Requirements – Functions to AddressAIM Solutions Consists of Multiple Apps & TechnologiesAIM General Requirements – Functions to AddressAIM Solutions Consists of Multiple Apps & Technologies

Function Description

Information Management

Independent storage of information to enable filling application gaps. Support bothcentralized and federated strategies. Parses AIM content in support of asset informationt t t bj t t i d l ti hi S t h t dManagement structure, asset objects, categories and relationships. Supports change management and

versioning.

Information Loading

Supports loading, validating, transforming and categorizing asset information fromapplications and legacy formats.

Standardization Supports industry standards for structuring and exchanging asset information.

Integration Includes tools for integration to common applications containing asset information, withprebuilt integrations for Engineering, Maintenance and EAM applications.

Information Quality

Supports data quality strategies, including validation and quality checks at critical points ininformation flows. Aligns with corporate Data Quality and MDM programs.

Information P id t i f ti i di tl bl b kfl i li tiInformation Sharing

Provides common asset information services directly usable by workflow, visualization,analytics and other similar elements. Provides information in common formats.

User Interface Role-based with tools appropriate for AIM players. Includes visualization of AIM content andcollaborative workflow. Integrates with popular enterprise portal frameworks.

Terms and Concepts

Language of AIM should be built into solutions to be effective for AIM players: Engineering,Operations Maintenance etcConcepts Operations, Maintenance, etc.

Collaboration Provides an environment and workflows for collaborations in all ALM domains. Includescapability to create and exchange packages, markups, comments, as-built, etc.

Projects Includes specific capabilities for associating asset information with engineering projects. Forexample, includes as-built concepts and handling of multiple concurrent projects.


Workflow Includes AIM specific workflows. Can be configured by AIM players.

Analytics Provides metrics on workflows and content changes. Easily integrates with commonenterprise analytics software.

Sharing Asset Information Is the ObjectiveWhat Level of Strategic Technology Platform Is Needed?Sharing Asset Information Is the ObjectiveWhat Level of Strategic Technology Platform Is Needed?

DomainCommon

Technology Role-Based User Interface(Portal & Mobile)

Collect

Domain Applications

TechnologyPlatform

CADPDFImagesText

CollectIntrospectStructureTransform

AccessTransform

Publish

OtherSoftware

&

O&OIS

M&ITextData …

All AIM Information

AIM Information NotControlled by

ApplicationsD&BIS

M&IIS

Data StoresLocal/Remote

Co t o ed byDOM Applications


An AIM Technology Platform Fill Gaps and Provide Common Capabilities

AIM Integration-Centric ArchitectureOne Option Is Just Integrate Domain ApplicationsAIM Integration-Centric ArchitectureOne Option Is Just Integrate Domain Applications

Users work in One or More Application Environment

CADCollect

Transform

CommonDomain Data Stores

AIM Integration

CADPDFImagesTextData …

TransformDistribute

Archives

DomainCommonAsset

Information

Applications• Design• Engineering• Proj Mgmt

Data Stores• MDM• Data Warehouses

• Databases

ExternalSources

Applications• ERP• OM• EAM, Maint


Each May Utilize Content Management, Portals,


Each May Utilize Content Management, Portals,Integration and Workflow Engines …

Integration-centric AIM ArchitectureDesign and Build Centric Integration-centric AIM ArchitectureDesign and Build Centric

Engineering Business Asset Mgmt

Load and MaintainAs-Built

Requirements

Eng Firms SiteSystems

Drawing MgmtCAD

Project SchedulingProject Mgmt

SystemsERP…

SystemsEAM, CMMSMaintenance

ReliabilityIncident Mgmt

EPC …Systems

Systems SystemsOps Mgmt

…

Handover

Generate &Share Asset Information

Enrich Asset InformationIncluding Review &

Approval Processes

Overall AIM Data Management May Not Be ClearSharing Is Difficult – Downstream Needs?


Sharing Is Difficult – Downstream Needs?Feedback is Not Likely to Happen

Integration-centric AIM ArchitectureSelected Application-Centric Integration-centric AIM ArchitectureSelected Application-Centric

BusinessSystem

ERP For Example, could ERP…

Requirements

p ,be Engineering System As Well

EngineeringSystems

Drawing MgmtCAD


Asset MgmtSystems

EAM, CMMSEPC …S t

Eng FirmsSystems

SiteSystemsOps Mgmtj g

MaintenanceReliability

Incident Mgmt

Systems


Handover

Including Review &Approval Processes

…


Approval Processes

Extensibility is Challenged on Selected AppSharing Is OK for the Selected App Users


Sharing Is OK for the Selected App UsersFeedback Flows Likely to be Expensive

AIM Technology Platform-Centric ArchitectureEnables Common Environments and FlexibilityAIM Technology Platform-Centric ArchitectureEnables Common Environments and Flexibility

Role-Based Workspaces(Portals, Mobile)

Visualization(CAD, P&ID …)

Common Asset Information

AIM Workflow& Integration

Analytics, Metrics(BI)CAD

PDFImagesT t

CollectTransformDistribute

Archives

CommonAsset

Information

Applications• Design• ERP, OM

EAM Maint

MDMData

Warehouses

Access Services TextData …

ExternalSources

• EAM, Maint• Proj Mgmt

…



A More Comprehensive AIM SolutionAnd a Bigger Commitment

AIM Technology Platform-Centric Architecture A Foundation for Filling Gaps and Consistent EnvironmentsAIM Technology Platform-Centric Architecture A Foundation for Filling Gaps and Consistent Environments

Role-Based Workspaces(Portals, Mobile)

New Workflows and

Visualization(CAD, …)

Common Work Environments Applications

Support

Common Asset Information Access Services

AIM Workflow & IntegrationAnalytics, Metrics

(BI)

New Workflows and Applications

Standards(ISO 15926, …)

Engineering Common AIM Business Asset Mgmt


Requirements

Eng Firms Siteg gSystems

Drawing MgmtCAD


InformationECM

PortalsDatabase

MDM…

SystemsERP…

gSystems

EAM, CMMSMaintenance

ReliabilityIncident Mgmt

EPC …Systems

gSystems Systems

Ops Mgmt…

Common AIM Repositories

Handover


Enrich Asset Information

Including Review &Approval Processes


Comprehensive Asset Information Management More Complete Information Flows - Feedback

Can Emerging Technologies Help?Promising New Technologies Are on the WayCan Emerging Technologies Help?Promising New Technologies Are on the Way

MDM & Data Quality Practices and Tools are evolving• Becoming part of IT Fabric (Platform Apps Workflow )• Becoming part of IT Fabric (Platform, Apps, Workflow …)

Role-based User Environments with Built-in Workflow• Focus on People Needs, More Productive, Enabled

E l i C ll b i E iEvolving Collaborative Environments• Suppliers Delivering Web 2.0, Social Networking …

Information Sharing and Re-use• Unifying Enterprise Information Models, Document Structuring• Service Approaches

AIM Specific SolutionsAIM Specific Solutions• Aware of Asset Information, Virtual Models …• Becoming More Comprehensive

Ne Te h olo ie E ble Ne t Ge e tio AIM Sol tio


New Technologies Enable Next Generation AIM SolutionsWho Should Actually Create Them?

Your AIM Strategy… The Big QuestionsYour AIM Strategy… The Big Questions… The Big Questions… The Big Questions

Getting StartedWhat AIM Capabilities Do You Need?Getting StartedWhat AIM Capabilities Do You Need?

ALM RequirementsAIM As-Is

AIM Organization& Principles

1. Analyze& Plan AIM As Is p& Plan

AIMStrategies &

Solutions

Architecture,Applications,& Technology

AIM Methods

2. Then Tackleone Piece

t Ti

Solutions

& TechnologyPlatform& Processesat a Time


Start with a Vision – Include All Stakeholders

The Big QuestionsWhat AIM Investments Can You Justify?The Big QuestionsWhat AIM Investments Can You Justify?

How do I Determine My AIM Strategy?Can My Organization Support a Comprehensive AIM?Can My Organization Support a Comprehensive AIM?Why Not Use My Existing Information Mgmt Practices?Should I be Document, Drawing or Data-centric?Do I need a Common AIM Platform or Just Integrate?What Technologies Enable Next Generation AIM?Are Next Generation AIM Solutions justified?Are Next Generation AIM Solutions justified?Who Should Make AIM Solutions?

H U t A Y AIM N d ?


How Urgent Are Your AIM Needs?

For comments or additional information on this topic please

Thank YouThank YouFor comments or additional information on this topic please contact the author at [email protected].

For information about ARC’s upcoming Events please visit our web site at www arcweb com and look under “Events”


web site at www.arcweb.com and look under Events .

asset information management an it perspective b mick arc 2008

Technology

diverse information

generation aim

repurpose information

i architecture

applications t h

alm requirements

analysis o

selection of solutions