2047 the smart implementation - latest approach and ... · pdf filehistorical review &...

The The ‘‘SmartSmart’’ Implementation ImplementationIntergraphIntergraph’’s Approach & Strategy to Supports Approach & Strategy to Support

Successful System ImplementationsSuccessful System Implementations

Richard Smykay

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

Process, Power & MarineOUTLINE …

Technology Implementation

Historical Review & Perspective

Technology Adoption & Implication

Market Dynamics & Drivers

Customer Case Study – Fluor

SmartPlant 3D ‘Smart’ Implementation

Customer Case Study – URS, Washington Division

The ‘Smart’ Implementation – Intergraph’s Perspective

SmartPlant Virtual Web-based Training - Overview

Q & A

Summary & Close

SmartPlantSmartPlant 3D 3D

Technology Implementation - OverviewTechnology Implementation - Overview

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

Process, Power & Marine

Characteristics of 3D CAD system adoption & implementation

Install/ configure the software

Run user training courses

Prepare (but not complete) reference information before 1st project roll-out

Carry on system training ‘on-the-job’

Complete developing reference information during the 1st project

Observations

Sequential implementations, typically 3 – 6 months in duration

Minimal realignment or update of working procedures/ workflows to reflect implementedsoftware use

Minimal user training linking application training to working procedures/ workflows to supportprojects

No validation of end user training knowledge take-up & understanding

Implications

Slow technology take-up

Potential risk to project schedule during detailed design phase

Full exploitation of main system tools may not be achieved or fully understood

Technology ImplementationHistorical Perspective


The ‘Smart’ Implementation …

People (Organization):

Streamlined Web-based User Training

SmartPlant 3D Training/ Skills Audit

Project Organization, Roles &Responsibilities Optimization

Processes:

Complementary Workflows, Procedures& Best Practice Guidelines

Integrated CAx/ Data Standards

Technology

Rules-based Design/ KnowledgeCapture

Workshare

Design Automation/ Data Reuse

Environment Integration/ Interoperability~ Plant – Marine - Offshore

PeoplePeople

ProcessesProcesses TechnologyTechnology

ExistingSystems

Intergraph/ SP3D

Extending Enterprise Advantage

Technology AdoptionOpportunities for Change

Market Dynamics & Drivers Influencing NewTechnology Adoption Today

Case Study: FLUORCase Study: FLUOR……

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

1

Copyright © 2007, Fluor Corporation, All Rights Reserved.

Intergraph Thought Leadership Meeting

Project Execution in Today's Challenging Business Environment

Presented By Dave Gibson 31st October 2007

Presented By Dave Gibson 31st October 2007

1


Addressing the Business Environment withExcellence in Execution

People

Systems and tools

Procedures and practices

Alignment

Quality management

Data integrity and management

Consistency in execution

Knowledge management

Added-value from Intergraph:

Helping the organization and its people work ‘smarter’

Providing data & application integration linking our technology solutions to

best practice working methods

Increasing designer productivity

Capturing & harnessing organizational knowledge

Macroeconomic Environment #1.

Business Drivers Process, Power & Marine


1


Today’s Challenging Business Environment

Record backlog

Rapid growth

Scarcity and mobility of workforce

Global project execution

Multi -party execution

Supply chain integration and collaboration

Demand for schedule reductions

Increased material prices

Increased delivery times

Supplier performance

Industry Challenges – Intergraph Added-Value:

Too many projects with too few experienced resources to support projects

Global project execution

Demands to increase designer productivity without compromising design

quality & integrity

Reduce overall project schedule


Business Drivers

Added-value from Intergraph:

Helping the organization and its people work ‘smarter’

Providing data & application integration linking our technology solutions to

best practice working methods

Increasing designer productivity

Capturing & harnessing organizational knowledge

Providing ‘Next-Generation’ Integrated Plant Design to extend competitive

advantage supporting new project execution strategies

1


Addressing the Business Environment with

Work Process and Technology

Work processes

• Consistency in execution - quality

• Align and define tasks with dispersed teams

• True life cycle data integration

Leverage enabling technology

• Database driven project execution

• Rules-based design

• Technology to support the global community

• Create an enterprise -wide, “one stop shop ” to connect employees regardless of location or time differences

• True life cycle data management

• Knowledge management

1


Addressing the Business Environment withNext Generation

• What is “Next Generation ”?

• Implementation of SmartPlant 3D and SmartPlant Foundation in an integratedenvironment

• Fluor has used PDS for 15 years -- we expect to use SmartPlant for the “Next

Generation ” of project execution

• Not just a software upgrade

• Implements an “integrated ” project execution environment

• Provides a platform to enable rule -based automated design

• Replaces the engine in our MasterPlant ® Suite of project execution tools

• Work process and organizational changes that positions Fluor for the “Next Generation ” of project execution


Business Drivers Process, Power & Marine

A Case Study for Deployment of SPE & SP3DURS Washington Division

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

URS - A Project Approach Delivers Results

Case Study of URS Deployment of SmartPlant Enterprise & SmartPlant 3D

Excerpt of Session 2047 Presented at Intergraph 2008 conference by DavidCollett, Senior Project Director URS Washington Division

Can a technology platform be delivered within cost and schedule constraints?

How do you do it?

Business Case

Detailed Planning

Project Execution – Scope, Schedule, Cost

Startup & Operation – Deployment


The Business Case – SmartPlant Enterprise

Standardization

Brings further efficiency and quality as work is completed similarly each time

Enables multi-office execution with global resources

Integration

Data-centric approach and enhanced quality and efficiency through integration

Competitive Advantage

SmartPlant architecture specifically designed to enable multi-office execution

Enables leveraging of global resource base through standard processes and tools

Leveraging resources - SmartPlant efficiency allows lower cost

Testing shows high potential for reduction in design times

Tight labor market is becoming a business reality - reduce impact of shortage ofspecialty technical resources in different locations


13

Business Case - Implementation Approach

Strategic Initiative Sanctioned at Executive Level – Vital

Focus on Outputs

Test Out of the Box (OOTB) functionality

Configure authoring tools to create standardized output

Pilot test based on previously executed project

Integrate through SmartPlant Foundation after configuration of individual tools

Initially located in Huntsville

A Project Approach Delivers Results


Business Case - Why A Project Approach?

Previous Experience with Technology Projects

Culture Change

Leadership from top

A Marathon, not a Sprint

Maturity Cycle of Platform

Close access to Intergraph

Strong Controls

Focus on outputs – No Disruption of Existing Functionality

Gain Confidence of PM Community – Key


Detailed Planning

Multi-Discipline Team led by Engineering

Consultation with Intergraph

Scope Development – Include everything needed to deploy

Focused first on creating required Outputs (drawings, lists, reports, etc)

Detailed Schedule

Project Execution plan

Risk Analysis and Contingency Calculation

Executive Review Committee


Detailed Planning - Focus First on Outputs

Focus First on Outputs

Content and Format of Outputs

Does the tool allow more efficient work processes to create outputs?

Focus on outputs leads to Standardization

SmartPlant comes with Out of the Box functionality

Requires Users to configure to Coding, Naming, and NumberingConventions; Symbology; Drawing/Document Formats, etc…

Provides Opportunity & Catalyst to Standardize

Using Standard Conventions

Forcing Establishment of a Single Standard

Input from Diverse Team Representing All Business Units and Offices

Flexibility to Apply Standards to Client Unique Requirements


Detailed Planning - Scope of Work Tool Summary Process, Power & Marine

Project Execution

Team Building & Alignment Kickoff Workshop

Project baseline for Performance Management

Scope

Schedule

Budgeted Cost for Work Schedule (BCWS)

Monthly Project Reviews

Estimate At Completion (EAC) Forecasting

Monthly based upon trends

Quarterly base on detailed estimating

Change Control

Reporting

Team Level

Executive Sponsor


Project Execution - Strategic Schedule Process, Power & Marine

Project Execution – 25 Person TeamMakeup SmartPlant 3D - 7

Piping & Equipment – 2 discipline specialists

Structural – 2 discipline specialists

Electrical – 2 discipline specialists

HVAC – 1 discipline specialist

Schematics - 6

P&ID – 2 discipline specialists

Instrumentation – 2 discipline specialists

SmartPlant Electrical – 2 discipline specialists

Material Control - 8

SmartPlant Reference Data – 3 specialists

Material Take Off Integration – 1 specialist

Material Control Work Optimization – 4 specialists

Includes configuration of SmartPlant Materials

IS - 4

4 discipline specialists covering administration,database, equipment/setup

Leadership

IS, Engineering, & Project Management

NOTE : Initial SP3D &

Schematics Teams

located in Huntsville

approximately 1 year


Project Execution - Monthly Reporting

Detailed Cost Report

Schedule Performance

Earned value performance

Executive Reporting


Project Execution - Communication

Various Audiences

Functions, Engineering Disciplines, Project Management, Business Units,Executive

Diverse Locations and Stakes

Highly Technical Application and Issues

Candor & Accuracy vs. Rumor Mill

Perception of What Change Brings

One of a Kind Project

Two Way Communication

Tools

Meetings

Monthly Reports

Articles in Company Magazines

Presentations

Business Unit PM Focus Group


Deployment - Strategy

Single Project to Start – Strong positive Feedback from Project

Assure platform is ready for production

Assure support capability is available

Build confidence

Training and Support with Setup – Very Positive

Support – Projects are not Alone

Coaching

Mentoring

Immediate correction of challenges

Production work

Identify and create administrators and super users

Configuration Management a Must

Complex system

Testing of new releases prior to production

All architecture, system state, and settings maintained

Move to Next Project

Build resources


Deployment – Configuration Management Process, Power & Marine

Deployment - Status

Prior versions of Intergraph tools have been used for years

PDS, P&ID, & INtools

Anticipate these will be in production for some time to come

New URS Configuration of tools on 5 projects

SP P&ID, SP Instrumentation, SP 3D, SP Foundation

SP Electrical not yet deployed – still configuring and piloting

Early Feedback is Positive

Building Resource Pool to Support

Will not deploy Broader Than Ability to Support

Positive feedback so far rooted in support provided

Engineering Services organization being deployed for global support


Deployment – Positive Results

Every project in deployment providing positive feedback

Cautious but encouraged by early development

Estimates based on previous methods have been more than sufficient usingnew tools

Projects without prior experience in data centric systems are enamored by theability to design and create data at the same time

Reports, lists, data sheets, drawings, etc. are a by-product output


Deployment – P&ID and SPI Trends

Early trends for URS Washington Division

Projects continue to provide positive feedback

Data integration between P&ID and SPI

Saves time because of enter once use many

Assures quality and consistency of data

Enforces consistent application of work process

Savvy Project Managers realize time savings

Data generation during design

Outputs are a by-product of the process

Enter once use many


Deployment – SP3D SPI Trends

Early trends for URS Washington Division

Designers like consistent interface

Productivity enhancement tools reduce design time

After training, designers do not want to go back to prior tools

A few comments from designers

SP3D shines when design revisions occur

Relationships between objects is a real time-saver

Integration with other tools makes “enter once use many” a reality; reuseable datasaves time

Drawing generation saves a lot of time

Drawings by Query

Visibility when data has changed and drawing is out of date


Deployment – SP3D Confidential Client Process, Power & Marine

Implementation PlanningImplementation Planning

& Management& Management

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam


SmartPlantSmartPlant 3D 3D ‘‘Fast-TrackFast-Track’’

Objectives

De-risk new technology introduction

Compress implementation schedules

Allocating the right levels of resources (internal & external)

What is it?

A set of template-based implementation planning tools,workflow templates & customizable procedures

A set of pre-configured packaged RDB solutions (multi-discipline reference data/ symbols)

Drawings, Isometrics & Reports

SmartPlant Reference Data (SDB) for materials acrossprocess plant industries

‘Fast-Track’ integration with other SmartPlant Enterpriseapplications & internal software

Why is this important?

Implementation Planning Guidance/ Validation

Achieving early success to support projects capitalizingtechnology investment as quickly as possible

PPM Investments to SupportSuccessful Implementations

Intergraph Process Power & Marine

3D CAD Transition & Implementation Plan

Transition Component Activity Approach/ Strategy DeliverablesINGR Customer 1

#1. Project Kick-off: Review/ Prepare Project Mandate - 1 0 Draft project mandate

Prepare internal project communication briefing - 0.25 0.25 Draft project briefing note

Review/ Agree Project Resources Review Meeting 0.25 0.25 Draft project resource plan

Prepare draft project plan - 1 0 Draft project plan

Prepare group presentation - 0.25 0.25 Draft project introductory presentation

Review/ agree Project Team/ Executive Sponsor Review Meeting 0.25 0.25 Project team members list

Review/ agree Project Steering Board Review Meeting 0 0 Steering Board members list

Undertake Project Kick-off Meeting Project Kick-off Meeting 1 1 Minutes of meeting

Sign-off/ Issue Project Mandate - 0.25 0.25 Signed-off Project Mandate

Sign-off/ Issue Internal Project Briefing - 0.25 0.25 Signed-off Project Briefing Note

Sign-off Project Plan - 0.25 0.25 Signed-off Project Plan

Review/ Agree project meeting schedule Project Kick-off Meeting 0.25 0.25 Signed-off Meeting Schedule

Sign-off group presentation - 0 0 Signed-off Project Introductory Presentation

TOTAL: 5 3

#2. People & Organisation: Review organisation structure Review Meeting 0.25 0.25 Organisation charts/ project structure documents

Review roles & responsibilities Review Meeting 0.25 0.25

Review project engineering processes (high-level) Review Meeting 0.5 0.5

Review Cax/ IT/ IS strategies to support projects Review Meeting 0.5 0.5

Prepare/ Run internal education briefings - 0.5 0

Prepare/ issue regular project updates Email updates 1 0

TOTAL: 3 1.5

#. Days


CompanyCompany

Documentation Documentation

WorkflowsWorkflows

ProceduresProcedures

WorkflowsWorkflows

ProceduresProcedures

ProjectProjectScopeScope

PilotPilotProjectProject ProjectProject

Job NotesJob Notes

ValidationValidation

ProjectProjectScheduleSchedule

Preparation Preparation ImplementationImplementation

PilotPilotScopeScope

PilotPilotScheduleSchedule

TrainingTraining

UserUser

AdminAdmin

TrainingTraining

AdvancedAdvancedAdminAdmin

Configurable Best-PracticeGuidelines – ‘Cook Book’

ProjectProject

Documentation Documentation


Configurable DeploymentProcedures

P ro j e c t I n i t i a l i z a t i o n

Ph 1 Capture/“B l o c k” mode l c reat ion Ph 2 Mechanical/Civi l/Structural Layout Fix model developmentPh 3 Detail Piping Design Model development,

Clash Checking & Final Drawing Extraction

M o d e l i n g

T i m e l i n e

S P 3 D

C o o r d i n a t i o n

O u t p u t

P i p i n g

M e c h a n i c a l

C i v i l /

S t r u c t u r a l

E l e c t r i c a l

I n s t r u m e n t a t i o n

Project K i c k- off

m e e t i n g

Develop project specif ic pipe specs

P r o j e c tMi lestone “A”

P r o j e c tMi lestone “B”

Project Mi lestone “C”

Formal Design Review Audit for Milestone “A”

Mi lestone “A” d raw ing ex t r ac t i onincludes : preliminary area plot plans and iso views of block model for review by project team, construction & client

Formal Design Review Audit for Milestone “B”

Mi lestone “ “B” drawing extract ion inc ludes :Steel Plans & Elevations & MTOMechan i ca l /E l ec t r i c a l / I n s t r umenta t i onArea plot plans & G.A.’s ( l imited annotat ion)

Formal Design Review Auditts for Mi lestone “C”_ Quality & Safetty Audits

Mi lestone “C”d raw ing ex t r acc t i onAnnotated AFC plot planns & G.A.’s

Mechanical input to primitive layout modelincludes: basic equipment and base locations derived from hand-drawn sketch informat ion

Civ i l/Structura l input to pr imit ive layout modelincludes: Main building columns, beams and platforms, major support structures p lus concrete foundat ions

Developing mechanical model input includes: vendor supplied equipment and nozzle data,large bore ductwork and conveyor detai ls

Developing civi l/structural model input includes: building steel for stairs and ladders, equipment support steel and minor beams and bracing, plus concrete foundat ions and p latform development

Input pipe rack envelopes and/or define major pipe routes

In it ia l instrumentat ion input inc luding: Pre l iminary Tray requirements and major instrumentat ion panels and local instrument locations for al l off- line i n s t r u m e n t a t i o n

Formal Clash Check run for Milestone “B”

Regular Design, Progress and Clash Reviews

Formal Clash Check run for Milestone “C”

Pip ing Isometr ics, F iina l BOMand Piping Area Isoometrics

P re l im ina ry Bulk Material T a k e-offs plus Piping ISO extraction for check ing

Create project, databases and directories

Create SP3D drawings templates

Set up Progress Monitoring system

Set up Clash Detection System & responsibi l it ies

Archive all SP3DD and correspondinng Pro ject data

Deta i led P ip ing input by area/s izee/cr i t ica l i ty :i. L a rge bo r e c r i t i c a l l i n e s & phys i c a l s uppo r t s

i i . Sma l l b o r e c r i t i c a l l i n e s & phy s i cc a l s uppo r t s

i i i . A l l o the r non- c r i t i c a l p r o c e s s & u t i l i t y l i n ee s & p h y s i c a l s u p p o r t s

Developing vessel & Equipment trim,All Ladder and Platform details andupdate all equip to approved Vendor prints

Developing electrical input and confirmation of al l f inal trayroutes on model, f inal electrical panels and Switchgear locationsand resolve a l l interferences

Init ial electrical input including: Prel iminary Tray requirements and major electr ical panels and switchgear locat ions

Developing instrumentation input and confirmation of al l f inal tr a yroutes on model, final local off- l ine instrumentation locations and reso lve a l l i nter ferences

Continuous monitor ing of work- packs for model, drawing and report integrity,Attendance to any SP3D application or user specific problems,Creation of additional databases as required by developing design requ i rementsMonitor Clash runs and Design Review meeting s for setup, content and actions arising

All building, support and platform steel including large gusset plates and supportsteel detail in congested plant areas

( 1 0 0 % )( 5 0 % )( 2 0 % )

Continuous Review of developing model and incorporation ofDesign Review or Clash actions l ists to accommodate Mechanical discipl ine design problems orr required changes

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate C iv i l/Structura l d isc ip l ine design or reqquired changes

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate Electrical discipl ine design problems oor required changes

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate Instrumentat ion disc ip l ine design problemms or required changes

T y p i c a l l yT y p i c a l l y

Regular Design, Progress and Clash Reviews

PR-001 A - Fig 1 Typical SP3D Modeling Workflow, Coordination and Acti vity Chart

P o s t-C o n s t r u c t ii o nDesign analysiss &feedback meeet ing

( P r o j e c t M g r , P l a n n i n g , D i s c i p l i n e H e a d s & C o n s t r u c t i o n M g r )

Load project specific pipe specs

Intergraph Plant

Design Workflows

Configurable Deployment &Engineering Activity Workflows Process, Power & Marine

Virtual Web-Based Training ~ SPVT ~

Overview

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

What is SmartPlant Virtual Training?

SmartPlant 3D End UserTraining (available now)

Hosted on a commercialLMS system by ElementK

Provides access for up to 86virtual sessions organized incourses for 1 year

Ability to track progress

Ability to download tutorialsand practice labs

24x7 support with web siteand forum for technical help

Learning ManagementSystem

Virtual Instructor Led

Training

Administrative Interfacefor Enterprise

Customers


Benefits of SmartPlant Virtual Training

Quality and Consistency

Exact same presentation regardless of time or locations - removes the variationsintroduced by individual instructors

Prepared experts for given topic from the product centers

Reviewed by customers & software designers

Educationally sound materials, consistent terms across all topics, objectives,prerequisites & summary screens for every topic.

Schedule Compression

Users from multiple disciplines can learn simultaneously resulting in shorter startuptime for projects starting with team new to SmartPlant 3DTypical reduction from 3 weeks to 1 week

Ability to train new members of the team earlier rather than waiting for class withminimum enrollment requirements

Cost Effective

List price of US $1200 per student is of class room enrollment at US $2,500

Further savings based on quantity in addition to travel costs


Frequently Asked Questions

Does SPVT replaces traditional class room training?

SPVT best suited for Roll-out scenarios, small & remotes teams of 3-5 users, or new additionsto the teams. Traditional class room training best suited for CAE teams and DisciplineApplication Specialists (Super Users / Early implementation teams).

Does SPVT requires 3D software License?

SP3D / SM3D license is not required to purchase SPVT, however training experience is notcomplete without hands-on experience. Practice Labs provided with SPVT match up withtraining plant backup available on Siebel web site.

Intergraph is exploring alternatives for making training environment available via web basedvirtual lab setup and/or providing increased access to regional training facilities at IntergraphOffices.

What is plan to update the training to match new software versions?

Intergraph plans to update training for every major version release. Scope of change dependson number of enhancements in new version. Our goal is to make training available as soon asnew versions are released. Most likely users will get option to access version specific trainingsessions.

Is there a certification/evaluation program to access skills after the training?

Currently one question quiz is added to each session as trial basis, however answers are nottracked. Completion and time spent on each session is tracked. System is capable of handlingcertification requirements.


21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

2047 the smart implementation - latest approach and ... · pdf filehistorical review &...

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