improving safety, efficiency and regulatory compliance via asset documentation integrity
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TRANSCRIPT
Improving Safety, Efficiency and Regulatory Compliance Via Asset Documentation Integrity
David Blain McLaren Software
Agenda•About McLaren Software•The Asset Lifecycle•Some Case Studies•What’s different about Engineering (or why search technology is not sufficient)
Asset Information Integrity
Engineering Document Control and Management
Asset Information Integrity
McLaren Software
• Formed 2000• Subsidiary of IDOX Group plc
• Leading UK information management and services group
• 10 years Industry and Document Management Experience
• Offices• Glasgow, UK • Houston, TX USA
• Channel Partners
• Spain, Germany, Middle East, South Africa, Australia,
Denmark, Sweden, Finland
• Technology Partners
• EMC Microsoft
• IBM Autodesk
• ISO Accredited Company
Representative McLaren Customer List
Government / Transportation Utilities
Oil & GasLife Sciences / Healthcare
Provincie Groningen
Asset Lifecycle• Engineering Document Management Applications
– Proven to help customers construct, operate and maintain, efficient, safe and compliant plants
or facilities. Projects Handover Commissioning
Plan
Retire
Recycle
Operations
Maintain
Operate
Procure
Design
Build
Energy & Utilities – BC HydroBusiness Challenges
• Meet Energy Demands for 2010 Winter Olympics
• Reduce reliance on imported (coal generated) power from USA
• Industry regulations – green mandate
• $5bn capital investment programSystem Challenges
• Management of 750,000 engineering drawings
• Geographically dispersed engineering teams
• 30 Days to locate and issue engineering drawings
• Capital Project Backlog of 3 months
• Management of 4 legacy systems
Energy & Utilities - BC HydroMcLaren Solution• Engineering process review and optimization• Document and Drawing Migration• Enterprise Engineer based solution – Projects, Assets,
Transmittals• Customized asset document portalBenefits• Streamlined engineering drawing management process /
Reduced reliance on hard copies• Reduction of project execution time 90 to 5 Days• Accurate audit trails for all engineering documents and
drawings• On demand reporting• Increase in user confidence
Oil & Gas – Canadian Natural Resources
Business Challenges• $14Bn Capital Project – Alberta Oil Sands• Remote processing plants• Securely exchange, verify and classify engineering
document and drawings with EPCs and Fabricators• Meet deadlines by managing concurrent projectsSystem Challenges• Secure access to project and asset documents to EPCs
and Fabricators across the world and in situ• All documents and drawings to be wet stamped to
comply with regulations• Integration with J D Edwards ERP system for work order
synchronization
McLaren Solution• Engineering business process review and optimization• Electronic squad check and review of all design and
construction documents arriving from EPCs and Fabricators
• Engineering Drawing Management• Project to Operations handover processes• 640 Contributors / 1,000 consumersBenefits• Supported for the Project from inception to Operations• Standardized process throughout• Raised confidence in the integrity of all documentation
Oil & Gas – Canadian Natural Resources
Pharmaceutical – Eli Lilly & CompanyBusiness Challenges• 130 Year old company, 40,000 employees, household name.• 11 Plants in Americas, producing everything from Oncology drugs to bulk
compounds• Rapidly changing commercial landscape with acquisitions and divestments• Heavily regulated and validated industry• Aim: Cut time to complete engineering changes from average 55 to 15 days
System Challenges• Secure access to high volumes of facility documentation for 11 plants in North and
South Americas• Upgrade existing successful 6 year old McLaren 2.5 solution – and extend functionality.• Prepare for global expansion of scope of solution, and multi-lingual use.
Pharmaceutical – Eli Lilly & CompanyMcLaren Solution• Deliver streamlined Engineering change review and approval process, managing natives and
publications.
• Deliver visibility into performance of engineering change process
• Asset Vault for each facility, supporting concurrent engineering
• Support rapidly changing commercial landscape with acquisitions and divestments
• Validated to 21CFR11 and GMP
• Intranet search for released approved drawings – reduce load on document controllers
• Automate document number allocation
Benefits• Fast and efficient access to plant documentation
• Improved engineering change processes
• Visibility of process
• Improved reliability of content
• Secure communications with design contractors
• Less dependence on bandwidth of doc controllers
Enterprise Engineer ArchitectureSoA Architecture Microsoft .NET Client HTTP(s), XML, SOAP Communications J2EE Web Services
Scalability Enterprise scalable Leverages ECM platforms
FileNet P8
EE Client Tier
EE ClientApplication Interface
EE Client Applications
EE Server TierEE Web Services
EE Foundation ClassesECM Platform Interface
EE FileNet P8 API
ECM Platform Tier
Vault Manager
Vault Liaison
Project A Project B Project C
Controlled Collaboration Full audit trail Electronic receipt &
acceptance Proactive reporting &
management
Controlled change management
Concurrent engineering Automated work process
Vault
Masters
Released
Handover
Vault Quality Controller
Handover Team
Enterprise Engineer Application Suite
Project Work
Repository EE Transmittal Portal
External Recipients
Accept / RejectAccept / Reject
AcknowledgementAcknowledgement
Active document management Project focused Work management Proactive reporting
Check in / Check out
Checked out to logged in user
Checked out to another user
Record of previous versions of selected drawing
View additional location/association information about selected object
Import from filing system or drag and drop
Work Area shows all documents checked out to logged in user
Controlled library of asset documents and drawings
Built in processes to manage change control of asset documents and drawings, concurrent engineering and handover of asset documentation
Pre-defined searching and reporting options
Securely search for released asset documentation via the web
Configurable searching options
Further Informationwww.mclarensoftware.com