anz momentum day 2012

1 © Copyright 2012 EMC Corporation. All rights reserved.

Documentum EPFM 1.7 Overview

Uwe Ziemer, Solution Architect


Documentum Engineering Plant and Facilities Management Solution

AGENDA

Information Management Challenges Across the

Project Lifecycle

EPFM Deployment models

Industry Drivers and IIG Scorecard


Drivers Requirements Potential Impact

1. Major focus in plant safety Recent catastrophic events highlight need for content and process improvements in plant operations

Un-planned plant shutdowns, major fines, substantial stock price drop, loss of reputation, jail time.

2. Increased regulatory control Compliance with new Environmental, Health and Safety (EHS) regulations

Major fines and shutdowns, substantial stock price drop, loss of reputation, jail time.

3. The great crew change Substantial # of knowledge workers retiring next 5-10 yrs. Capturing critical knowledge is essential.

Major inefficiencies, costly overruns and high risk with loss of critical company owned IP (content/processes)

4. Tight credit for large capital projects

Better management of critical processes to ensure projects are on time and under budget

Project shutdowns and cancellations due to cost and schedule overruns

5. Continued wave of Energy company consolidations

Consistently sharing up-to-date information and processes is critical to integration success

Costly and inefficient integration processes leads to merger failure

Industry Drivers, Requirements and Impact


Scorecard IIG in Energy

Large and expanding market with major focus on solutions with short ROI IIG continues as the undisputed ECM market

leader in Energy sector with over 50% market share (Daratech)

500+ Energy Customers, many reference-able

Large number of enterprise level deployments

Focus on solutions across the plant/facilities Engineering, Construction and Operation value chain EPFM

Drawing Management

SOP Management

And more…..

Increased EMC investment in Energy Partner enablement with Solution focus

New website – Powering Transformation

The O&G Research Center in Brazil


New IIG Energy Website

http://emc-poweringtransformation.com/


Oil & Gas (O&G)

Power Generation & Distribution (Utilities)

Architecture, Engineering & Construction (AEC)

Transport / Major Infrastructure

• Upstream (Exploration and Production) • Midstream (Trading, Transportation) • Downstream (Refining, Distribution, Retail) • Integrated companies, NOC’s, POC’s

• Project Management, Design • Engineering & Construction • Span of projects for O&G, Utilities, Mining

• Construction & operation of power stations • Mining natural resources • Nuclear Power generation & distribution

• Rail network construction & operation • Airport planning, design & engineering • Major infrastructure construction

EMC Serves Entire Energy & Eng/Const Market



AGENDA

Information Management Challenges Across

the Project Lifecycle

EPFM Deployment models



Handover

• Data

Transformation • Data Extraction • Data Packaging • Data

Transmission • Data Quality

Operate

• Plant

Downtime • Maintenance

Management • „As Built‟

Management • Data Security • Regulations • Data Longevity • Change Control

Decommission

• Compliance

information • Maintenance

History • „As Built‟

Management • Data Security • Regulations • Data Longevity • Change Control

Design / Feed

Construction

EPC

• Time/Cost to Market • Quality/Standards • Interdisciplinary Approvals • Progress Reporting • Supplier Interaction • Health & Safety • Invoice Processing • Contracts Management • Drawing Management

Massive and diverse information management requirements across the project lifecycle

Human errors

Multiple parties require coordination

Inconsistent compliance

High complexity

Lack of uniform processes

Safety and legal risk

Unique needs for every project

Content doubles yearly

Data takes long to find and be validated


Complex to

deliver project-

specific ROI and

enterprise

deployment

Lengthy

Deployments

Point

Solutions

Create New

Information

Silos

No Common

Methodology

to Ensure

Success

Solution

Customization

Leads To High

Cost Of

Ownership

Little Reuse

From Project

to Project

Most information management solutions create challenges of their own


Supporting Engineering Information Networks

Widgets Inc

(Suppliers)

Owner Operators

(Own and operate facilities

- Oil rigs, Refineries)

EPC Companies

Design and Construction

contracts

Contractors,

Suppliers,

Vendors

Are Us (Contractors)

Process Designs

Contracts Payment schedules

Deliverables

Formal

Correspondence

Specifications Drawings &

Technical info Specifications

Drawings &

Technical info



AGENDA


Information Management Challenges Across the Project Lifecycle

EPFM Deployment Models


..and the official product name is:

“Documentum Engineering, Plant & Facilities Management Solution”

EPFM as a Product


What does it mean for Customers?

Support is provided through the usual product support routes

– Log calls

– Enhancement requests

EPFM team provides second line support – Managed by Chris Tsoukala, EPFM Engineering Manager

Maintenance renewals are managed through the standard EMC channels

– Upgrade versions and patches are available as part of their support package

Training – EPFM „LiveOnline‟ training courses now available

– Classroom courses to follow

Available OnDemand

User community starting up, aligned with IIG initiatives


EPFM 1.6 Key Functionality

Bulk Load

Inherited Metadata

Review & Approval

Project Setup

Transmittals

Distribution Matrices

Export Library

Auto Numbering

Roles & Security

Breakdown Structures


EPFM 1.7 Essentials – A leap in productivity

Bulk Load

Inherited Metadata

Review & Approval

Project Setup

Transmittals

Distribution Matrices

Export Library

Auto Numbering

Roles & Security

Breakdown Structures

Progress Tracking

Task Handling

Brava Integration

Pluggable Transmittal

Delivery

Workflow Support

Interface Refresh

Deletion Rules

Documentum 6.7sp1 support


New Task Summary View Shows all user tasks

Task summary

accessible via

task node

Task Summary showing tasks grouped by status

Flags indicate if

the task is active

Task managers can view

other users tasks

Task links go straight

to the task

Each task can

have reminders

Tasks can be

grouped

Tasks can be

ordered


Progress tracking - The business problem

• Projects need to plan and track the progress of their Master Deliverables List (MDR) e.g…

Document Issued for Design

Issued for Review

Issued for Approval

Issued for Construction

ABC-DOC-001 Feb 2012 Mar 2012 May 2012 Jun 2012

ABC-DWG-001 Feb 2012 Apr 2012 Jun 2012 Jul 2012

ABC-DWG-002 Mar 2012 May 2012 Jun 2012 Jul 2012

ABC-MAN-001 May 2012 Jun 2012 Aug 2012 Sep 2012


Progress Solution

• EPFM 1.7 will provide the ability to create ‘progress plans’ as part of a project setup.

• A progress plan will allow ‘stages’ to be defined such as: – Issued for Design is required on 01/03/2012 – Issued for Review is required 20 days later – And so on

• It will be possible to assign an optional progress value to each stage e.g.

– Issued for Design = 20% complete – Issued for Review = 40% complete – And so on


Action – Enable document scheduling


Progress Solution

• A single progress plan may be attached to one or more deliverable documents in a project.

• From that point EPFM will award these documents the relevant progress value as they reach each defined stage

• A new progress tab will be available for any document with an attached progress plan

• On Hold flag, stops EPFM calculating – Triggered by cancel, void, supersede


Progress Icons in document lists Progress Icons for

tracked documents


Progress Screen on Properties

Standard view – First

Event has been met


Brava Markup

Standard view – First

Event has been met


Etihad Rail S

itu

ati

on

• Etihad Rail: Formed to manage the development, construction and operation of the national railway for the United Arab Emirates (UAE)

• Built to international standards, rail network will catalyze economic

growth • Vital part of planned rail network linking 6 Gulf Cooperation Council

countries • Etihad looking to gain time-to-market advantage & comprehensive

solution to help the company deliver projects on-time and in scope

Solu

tion

Selected Documentum EPFM solution to: • Accelerate project execution by optimizing critical business processes

with EMC Documentum

• Reduce unplanned downtime by delivering the right content faster

• Lower the risk of Environmental Health Standards (EHS) non-compliance by improving collaboration inside and outside the firewall

• Optimize the plant maintenance process with enterprise content management (ECM) and maintenance systems integration

QUICK FACTS

Products & Services:

EPFM

Industry: Transportation

Location: United Arab Emirates

RESULTS

• Optimizes key business processes

• Accelerates project execution

• Helps achieve regulatory compliance "We have ambitious plans & aggressive timelines to build a crucial

national asset. We believe EPFM will play an important role in helping us meet our schedules & deliverables.”

-Shadi Malak, Executive Director- Commercial, Etihad Rail

http://www.emc.com/enterprise-content-management/index.htm

http://www.emc.com/enterprise-content-management/index.htm



AGENDA


Information Management Challenges Across the Project Lifecycle

EPFM Deployment Models


EPFM Essentials Fixed Price Deployment

Work Packs Activity Wk1 Wk2 Wk3 Wk4 Wk5 Wk6 Wk7 Wk8 Wk9 Wk10 Wk11 Wk12 Wk13 Wk14

Project Initiation & Readiness Assessment

Planning Technical Infrastructure

Solution Review & Solution Installation

Functional Mapping Functional Mapping

Agree Test Plan

Configuration Analysis Checkpoint

Solution Configuration Configuration

& Confirmation Testing and Confirmation

Solution Configuration Checkpoint

Deployment Preparation & Training Preparation

Training Knowledge Transfer to selected users

Training checkpoint

Production Deployment Deploy (automated if OnDemand)

Go-Live checkpoint

Go-Live Assistance Project closure report and checkpoint

Go-Live assistance

Optional Enhancements Analysis

& Integrations Configuration & Testing

(in parallel or following Deployment

standard deployment)

EPFM Essentials Workstream

Customer specific extensions Workstream

• Standard Statement of Work • Document Templates for all deliverables


EPFM OnDemand costs vs traditional enterprise deployment

0

200

400

600

800

1000

1200

Yr1 Yr2 Yr3 Yr4 Yr5

On-Premise

OnDemand

• Lower TCO - 10-20% savings, increasing with users, 210 days implementation to 165, a cost saving of over $40,000

• Improved Agility - Reduce environment provisioning from months to days. Rapidly provision additional capacity as you grow.

• Entire environment is managed by EMC experts • Get the latest features - Entire stack is kept up-to-date • Comprehensive Backup and Disaster Recovery Options • Enterprise-grade security leverages best-in-class security and monitoring

technologies from RSA, VMware, VCE and EMC

All-in costings

for a typical

Deployment

anz momentum day 2012

Business

emc corporation

brazil copyright

solution architect copyright

energy large

scorecard iig

increased emc investment

plantfacilities engineering

documentum epfm