Sunday, April 6, 2014

Resetting the Way we do Automation/ Operational Projects!

A couple of weeks ago I talked about the 3rd generation MES and the shift to “model driven” in order to absorb change in the operational practices and this drives the shift to develop standards and roll them across plants as well the elimination of custom code.
 Again last week the realization that we need as engineering, and IT that we need to rethink the approach came through in discussions with 2 customers. The discussion really happened around two items:

1/ The speed at which projects in the automation world / operations world need to happen, it is halving as one plant engineering manager point it out. But in his second breath he stated that they no longer stable e.g. you can be sure that the business will drive operational change that will require that project to evolved twice in 12 months.
The discussion was interesting as one of the two in the discussion had grown up in the same environment as I and reflected on the fact that projects use to take a year, they were significant and they stayed in a stable condition for 5 years, this was the basic rule I also found when in Europe and Middle East in the 80s/90s.

2/  The second was the scope of responsibility and rollout, they both commented how they use to be in charge of a team that looked over one to 2 plants, now they run projects that span multiple sites often going outside the country.  The expectation is that the same capability will roll out over multiple sites at a decreasing cost, and decreased time to production. The same changes in the following 12 months must be rolled out, as well.

Combine this with the more complex projects as the level 2 and level 3 merge in the traditional automation levels, the traditional approach to project management and project evolution are not valid.
At the ARC conference in Orlando in February, this same message was echoed by leaders from Exxon, GM< and Nestle.
Sandy Vassar, Facilities I&E Manager, ExxonMobil Development Company used the phrase "it just happens" to indicate his team's goal for the automation portion in each of the more than 100 oil and gas projects now in various stages of planning and execution at the company.
He believes the industry needs "lean project execution," that separates the physical system from the software. Toward this end, the technology suppliers have to think differently and deliver technology in a way that allows the team to eliminate, simplify, and/or automate steps in the overall execution of automation.

He listed the top twelve challenges:
1. Eliminate, simplify, and or automate steps in the overall execution of automation
2. Minimize customer engineering and reduce the total amount of engineering
3. Shift the custom engineering to the software and rely on standard hardware components; progress hardware fabrication independent of software, design
4. Virtualize the hardware and prove the software design against the virtualized system
5. Prevent design recycle and hardware/software rework
6. Eliminate unnecessary automation components and standardize the remaining components so all systems look alike across projects
7. Eliminate or minimize the physical, data, and schedule dependencies with other disciplines
8. Simplify the configuration of interfaces with third-party packages
9. More easily accommodate changes, including late changes
10. Mitigate the effects of hardware and software version changes
11. Eliminate, simplify, and/or automate generation of required documentation
12. Challenge traditional approaches

None of this is unique or new, but like the conversations last week this forum confirmed that a “rethink” is needed, and cultural change. It is important to realize while product vendors must evolve more and more to provide platforms for reuse, and management of standards which provide and en environment for the capture of “Unique Operational Practices”  in a configuration environment that allows evolution and reuse. The engineering community within the companies and within the System Integrator partners need to also evolve to a more agile approach to projects. Compared with the traditional project approach of my site is unique and doing things in a 100% custom way.


The new generation will expect things in a shorter time and will compromise uniqueness for speed and agility! One leading company produced this diagram when they looked at their multi site projects in automation, and it is telling.

I doubt there is no argument on the outcomes, the graphs show 4 key findings (principles):

1/ Integration: across different PLCs and systems, across sites so there is one namespace, one alarms one history one abstraction platform. But integration must be trustworthy and sustainable.

2/ OO Object Orientated supervisory: This is key to have an object/ managed software approach with templates and management of standards at the supervisory and operational level. Key to providing consistent plant model, consistent information, and consistent experience in UI and action as well a platform for the evolution of the system over time.

3/ASM for UI and Alarms: the move to exception based awareness, vs monitoring.

4/ PLC Blocks: again to enable management and standards to allow absorption of change.

This is not new, yet I only see a few companies truly implementing new solutions in this way, which leaves me to ask how will the others deliver systems for the current and future “dynamic world”? 

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