Sunday, April 20, 2014

“Self Service” Data to Information is key to Industrial Analysts

I am on the road for a month always a good opportunity to speak with new people, and again the discussion of access to site information across sites and equipment becomes critical. This requires different tools and different approach , we have also different people involved.
Example I was at dinner with an engineer who runs installation/ tuning team for a wind turbine manufacturer. He talked about how his team follows the installation team, and goes in and sets up the turbine, while I expected the discussion to center on turning and setup of the turbine. The discussion was actually on how they set the data gathering equipment, and making sure the contextualization was in the data, so that he would be able to convert to information through contextualization. This was not a nice to have it was now a natural and critical part of the wind farm set up, as they leave the farm (which is usually in the middle of nowhere) he talked about the second phase of tuning, an analysis phase. This he does with his team anywhere but not at site; they capture the data, and start setting situations, and patterns. Applying past known conditions but he talked about doing this analysis across 10s of wind farms over 100s of turbines from all over the world. This engineer was unaware of what I do, and whom I work for, so the discussion was very candid and interesting to me as I had a mechanical engineer who is Gen Y, and just assumes that this information will be available, and to him it is the critical part of   installation to setup this data acquisition system, so he is empowered to work from where ever he is.
So the next question I tried to understand the type of analysis and clients, profile of people using the information. “Self Service” is the key, and the sense of discovery insight was key, using tools like trends, mat lab and  excel played in for analysis, but key was a set of tools spreadsheet models and analysts that they had built up over time. Notice this was not just talking reporting, dashboards but it was the discovery aspect, the ability to combine different data sources easily e.g. to compare like turbines.
Everything needed to be “plug and Play” allowing turbines to be added by not instrumented people, access to information, and the data from the turbine is not enough the information on the wind farm is key to provide the context situation the turbine is performing in. So orientation, terrain, and weather input for that site, both now, history and future is key. So merging data sources from sites, with other models etc., and then compare from sites to sites to improve and evolve.
But in the discussion it was clear that he and his team are ideal for not storing the data local but going to the cloud architecture, enabling these remote data source sites to gather and push to the cloud, combine with the weather data for that site already in the cloud, and then consume, discover and share from tools and models in the cloud. So the virtual team, virtual sites, can become unified and effective in the collaboration end evolution.   
Time for New Approach to Industrial Information  
It may have been Tom Davenport, noted professor, author, and analytics expert, who first came up with the terms descriptive, predictive, and prescriptive to describe the three stages of maturity for analytics use within an organization:
Descriptive Stage: What happened in the past?
Predictive Stage: What will (probably) happen in the future?
Prescriptive Stage: What should we do to change the future?
The first stage ("descriptive) is the traditional approach with trend analysis, simple tabular reports and dashboards into the descriptive bucket. When applied effectively, these technologies provide visibility into what happened - but only up to a point. Many companies are now also rapidly adopting a third class of descriptive solution, visual data discovery. The reason is simple - it can significantly improve the odds that managers and process engineers can find the right information at the right time.
But, a report of that type is never going to help answer some important questions that may arise, such as: "Why is work-in progress in progress for longer than in the past?” Likewise, an indicator on a dashboard could show current on-time delivery performance. In practice, dashboards are often more flexible than reports enabling users to drill down from summary information to detailed data. This can help managers understand cause and effect. But ultimately, users are still limited to answer those questions anticipated by an IT specialist when he or she first developed the dashboard. And that's the crux of the problem: most current BI solutions still largely depend on IT specialists to create new BI assets (such as reports and dashboards), or to modify existing ones.
Why does that matter? It matters because most decisions have a distinct "window of opportunity." In other words, after a certain point in time, any value to be had from making a decision just vanishes. For example, the opportunity to maximize a load demand, only exists while there is a window of demand, the ability to bring up a set of wind turbines in a timely manner, understanding the landscape across the wind farm, and the weather model for the next 24 hours. When the demand has gone the Window of opportunity and data need has gone, so if it took 20 hours to get that information the opportunity has been lost. In practice, all decisions have a point in time after which they are no longer relevant.
Clearly, something more is required. And for an increasing number of organizations that something is a visual data discovery tool. Visual data discovery tools provide a very visual workspace that encourages process analysis engineers, managers to manipulate data, hands-on. They provide an engaging experience to explore data freeform, with minimal or no help from skilled IT staff. Starting from the first glimmer of a problem/ opportunity users can investigate freely, follow their train of thought, and link cause to effect. That is exactly the type of capability required to furnish answers to unexpected questions – the type of questions that conventional reports and dashboards often struggle to answer.
Visual data discovery tools typically provide:

• Unrestricted navigation through, and exploration of, data, example search
• Rich data visualization so information can be comprehended rapidly
• The ability to introduce new data sources into an analysis to expand and follow it further These factors are at the core of self-service analytics.

As the manufacturing world grows increasingly fast-paced and dynamic, self-service analytics probably offered as a service online; that can be consumed from anywhere, “on boarded” fast, and certain tools only used as needed, will enable a more cost effective, reliable and powerful industrial analysis environment. It is clear to me domain engineers like my friend in Wind Turbines need a platform of tools to build their domain solutions, to deliver a “self-service “ domain solution for Wind turbine tuning, on boarding to really enable the ability to satisfy the dynamic world. As we move to “micro grids” where the expert decision makers with lots of experiences are not available, decisions and actions will need to be enabled through “Self Service” visual domain tools.

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