© 2008 osisoft, inc. | company confidential enterprise innovation using the pi infrastructure curt...

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© 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

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Page 1: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation using the PI Infrastructure

Curt Hertler

Page 2: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

2© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation using the PI InfrastructureEnterprise Innovation using the PI Infrastructure

Enterprise Innovation Tools

What’s Popular vs. What’s Distinctive?

Customer Case Studies

Dynamic Office Business Applications (OBA) for Manufacturing

Conclusions

Page 3: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

3© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation ToolsEnterprise Innovation Tools

Internet ExplorerMicrosoft Office SharePoint Services (MOSS 2007)

– Environment for integration and collaborationRtWeb Parts (PI Infrastructure)

– Intuitive access to process information in real-timeDataLink for Excel Services

– Open access to analysis and reportingPerformancePoint (Microsoft) – Business Intelligence

– Business rule definition and performance score carding– Flexible KPI roll-up– Benchmarking analysis

InfoPath, Communications Server (Microsoft)– Workflow and Virtual Presence

Page 4: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

4© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation Tools

Intuitive, Efficient Access to Process InformationEnterprise Innovation Tools

Intuitive, Efficient Access to Process Information

Page 5: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

5© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation Tools

Application Integration and CollaborationEnterprise Innovation Tools

Application Integration and Collaboration

Page 6: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

6© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation Tools

Environment for Integration and CollaborationEnterprise Innovation Tools

Environment for Integration and Collaboration

Page 7: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

7© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation Tools

Open Access to Analysis and ReportingEnterprise Innovation Tools

Open Access to Analysis and Reporting

Page 8: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

8© 2008 OSIsoft, Inc. | Company Confidential

What’s Popular vs. What’s Distinctive ?What’s Popular vs. What’s Distinctive ?

What’s Popular?

– “Hyper-Client” for the Knowledge Worker• Efficient – Centralized, no client installation• Convenient - “PI Data on the Web”• Fluid - Great for untrained, “interested” users• Integrated – Multiple applications in one window

What’s Distinctive?– Resource for sustaining the “Information-centric”

Organization• Define Agreed Rules - Knowledge Management• Spread the Problem - Operational Excellence• Guide Innovation - Information Driven Collaboration

Page 9: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

9© 2008 OSIsoft, Inc. | Company Confidential

Customer Case StudiesCustomer Case Studies

Knowledge Management - BP

Operational Excellence - PEMEX

Information Driven Collaboration - Kodak

Page 10: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

10© 2008 OSIsoft, Inc. | Company Confidential

Knowledge ManagementKnowledge ManagementBPBP

Page 11: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

11© 2008 OSIsoft, Inc. | Company Confidential

Defined Applications– Operating Envelopes– Analyzer Performance– Plan versus Actual– Key Performance Indicators– Laboratory View– Asset Management– Log Book

Other Capabilities– Process Graphics– Document Management

Knowledge Management

ApplicationsKnowledge Management

Applications

Page 12: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

12© 2008 OSIsoft, Inc. | Company Confidential

“PEMEX Pipeline Monitoring”

MAURO ARENAS NOBLE

OSIsoft 2007 User’s Conference

Operational ExcellenceOperational ExcellencePEMEXPEMEX

Page 13: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

13© 2008 OSIsoft, Inc. | Company Confidential

Operational Excellence

OverviewOperational Excellence

Overview

Page 14: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

14© 2008 OSIsoft, Inc. | Company Confidential

Operational Excellence

Solution. KPI’sOperational Excellence

Solution. KPI’s

Page 15: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

15© 2008 OSIsoft, Inc. | Company Confidential

Operating Coordination Center– To support logistics.– To coordinate events in case of out of normal

operations.– To act as quick response center in security

affairs.– A highly available solution required.

Operational Excellence

Next StepsOperational Excellence

Next Steps

Page 16: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

16© 2008 OSIsoft, Inc. | Company Confidential

Information Driven CollaborationInformation Driven CollaborationKodakKodak

Information Driven CollaborationInformation Driven CollaborationKodakKodak

“Energy ManagementThe Infrastructure Approach”

Dr. J. Patrick Kennedy,

CEO and President, OSIsoft

Page 17: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

18© 2008 OSIsoft, Inc. | Company Confidential

Information Driven Collaboration

Kodak ParkInformation Driven Collaboration

Kodak Park

Page 18: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

19© 2008 OSIsoft, Inc. | Company Confidential

Reduce utility costs at Kodak Park through improved demand side management

Consolidation of the utilities data

Create Awareness via the Web

Grow a Culture of Energy Efficiency

Information Driven Collaboration

GoalsInformation Driven Collaboration

Goals

Page 19: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

20© 2008 OSIsoft, Inc. | Company Confidential

Information Driven Collaboration

Kodak Employee PortalInformation Driven Collaboration

Kodak Employee Portal

Page 20: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

21© 2008 OSIsoft, Inc. | Company Confidential

Information Driven Collaboration

Mini ProjectsInformation Driven Collaboration

Mini Projects

Demand Side– Better correlation of MFG energy usage to production volumes– Identified opportunities in manufacturing to implement an energy conservation

mode between product runs– Extended carbon recovery cycles– More effective utilization of labs with fume hoods– More effective “Time of Day” scheduling for lighting and HVAC– Temperature / HVAC fan set points– System is considered an essential tool during our energy savings workshops

(Kaizens)– Heightened awareness of many end users

Generation Side– Plant loading optimization– Boiler fan optimization– Exhaust head improvements– Better management of self generation vs. purchased power– Improved deaerator utilization

Page 21: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

22© 2008 OSIsoft, Inc. | Company Confidential

Information Driven Collaboration

Harvest TimeInformation Driven Collaboration

Harvest Time

The Energy Information System (EIS) has been an essential tool to help us reach our goal of:

““One Powerhouse for Kodak Park”One Powerhouse for Kodak Park” Collectively these efforts have yielded savings

into the millions of dollars.

Page 22: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

23© 2008 OSIsoft, Inc. | Company Confidential

Information Driven Collaboration

Lessons LearnedInformation Driven Collaboration

Lessons Learned

Continuous Improvement ProcessNo BIG BANG – 1000 little bangsCombined Capital and Intelligence OperationInfrastructure Approach – Remove Infrastructure

from ProjectsLowers the Cost of Curiosity

Page 23: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

24© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation

RecapEnterprise Innovation

Recap

BP– Consistent presentation of business rules throughout their

organization – 14 refineries worldwide.– Scalable application methodology.

PEMEX– Integration of information across business units.– Establishment of agreed successful operation.– “Operating Coordination Center” for strategic collaboration.

Kodak– Leveraged intranet to present business objectives and

improvement to all employees.– Promoted innovation, guided towards accomplishment.

Page 24: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

25© 2008 OSIsoft, Inc. | Company Confidential

Dynamic OBA for ManufacturingDynamic OBA for Manufacturing

Microsoft PerformancePoint – Business Intelligence (BI)– Flexible KPI roll-up– Business rule definition and performance score carding– Benchmarking analysis

Microsoft Office SharePoint Services, Excel Services, DataLink for Excel Services, InfoPath, Communications Server

Microsoft Office, ProcessBook, DataLink

Page 25: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

26© 2008 OSIsoft, Inc. | Company Confidential

Microsoft Office SharePoint 2007

Dynamic OBA Business ScenarioMicrosoft Office SharePoint 2007

Dynamic OBA Business Scenario

Page 26: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

27© 2008 OSIsoft, Inc. | Company Confidential

Microsoft PerformancePoint

Dynamic Corporate ScorecardMicrosoft PerformancePoint

Dynamic Corporate Scorecard

Page 27: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

28© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft Infrastructure

Record Performance for Continuous ImprovementOSIsoft Infrastructure

Record Performance for Continuous Improvement

Page 28: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

29© 2008 OSIsoft, Inc. | Company Confidential

Microsoft PerformancePoint

Analysis Tools to Locate the ProblemMicrosoft PerformancePoint

Analysis Tools to Locate the Problem

Page 29: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

30© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft RtWeb Parts

Drilldown Analysis – Plant ViewOSIsoft RtWeb Parts

Drilldown Analysis – Plant View

Page 30: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

31© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft RtWeb Parts

Drilldown Analysis – Real Time TrendOSIsoft RtWeb Parts

Drilldown Analysis – Real Time Trend

Page 31: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

32© 2008 OSIsoft, Inc. | Company Confidential

Microsoft Office Communications Server

On-Line Presence Expedites ResolutionMicrosoft Office Communications Server

On-Line Presence Expedites Resolution

Page 32: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

33© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft Infrastructure

Drilldown Analysis – Asset Relative Process ViewOSIsoft Infrastructure

Drilldown Analysis – Asset Relative Process View

Page 33: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

34© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft Infrastructure

Drilldown Analysis – Asset Relative Process ViewOSIsoft Infrastructure

Drilldown Analysis – Asset Relative Process View

Page 34: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

35© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft Infrastructure

Drilldown Analysis – Asset Relative Process ViewOSIsoft Infrastructure

Drilldown Analysis – Asset Relative Process View

Page 35: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

36© 2008 OSIsoft, Inc. | Company Confidential

Microsoft Excel Services and OSIsoft DataLink Server

Real Time Production ScheduleMicrosoft Excel Services and OSIsoft DataLink Server

Real Time Production Schedule

Page 36: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

37© 2008 OSIsoft, Inc. | Company Confidential

Microsoft Excel Services

Client Interactivity Microsoft Excel Services

Client Interactivity

Page 37: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

38© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft DataLink

Real Time and Historical AnalysisOSIsoft DataLink

Real Time and Historical Analysis

Page 38: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

39© 2008 OSIsoft, Inc. | Company Confidential

OSIsoft DataLink

Real Time and Historical AnalysisOSIsoft DataLink

Real Time and Historical Analysis

Page 39: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

40© 2008 OSIsoft, Inc. | Company Confidential

Microsoft Excel Services

Reposted Production Change JustificationMicrosoft Excel Services

Reposted Production Change Justification

Page 40: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

41© 2008 OSIsoft, Inc. | Company Confidential

Microsoft InfoPath

Production Schedule Change RequestMicrosoft InfoPath

Production Schedule Change Request

Page 41: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

42© 2008 OSIsoft, Inc. | Company Confidential

Microsoft InfoPath

Production Schedule Change WorkflowMicrosoft InfoPath

Production Schedule Change Workflow

Page 42: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

43© 2008 OSIsoft, Inc. | Company Confidential

Microsoft PerformancePoint

Asset Benchmark ReportingMicrosoft PerformancePoint

Asset Benchmark Reporting

Page 43: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

44© 2008 OSIsoft, Inc. | Company Confidential

SharePoint

PI RDB

RtWeb Parts

DataLink for Excel Services

OSIsoft Business Intelligence ArchitectureOSIsoft Business Intelligence Architecture

RtBaseLine ServicesPerformancePointServer

SQL Analysis

PI AF

PerformancePoint

Page 44: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

47© 2008 OSIsoft, Inc. | Company Confidential

Enterprise Innovation

ConclusionsEnterprise Innovation

Conclusions

Think beyond the Hyper-Client.Distinctive companies are becoming Information-

Centric with the following outcomes;

Definition - manufacturing objectives agreed and clearly articulated, enables contributions from at all levels and areas.Accountability – gaps and best practices identified, initiatives prioritized, progress measured and verified.Leveraged – problems surface and spread for efficient resolution by limited, experienced resources. Sustained - fundamental change in the way you work.Risk Averse - tools known, infrastructure in place.Peace of Mind – organization aligned, responsibility understood.

Page 45: © 2008 OSIsoft, Inc. | Company Confidential Enterprise Innovation using the PI Infrastructure Curt Hertler

48© 2008 OSIsoft, Inc. | Company Confidential

Learn More About PI and Dynamic OBA Learn More About PI and Dynamic OBA