it blueprint epc applications

Copyright © 2011 Accenture All Rights Reserved. Accenture, its logo, and High Performance Delivered are trademarks of Accenture.

Release Q2/11

Energy Business Process Management Program (BPM)

EPC Application Blueprint

Plant & Assets Energy IT Blueprint

Copyright © 2011 Accenture All Rights Reserved. 2

About this document

Further information

Cristian Corbetti Giuseppe Zito Stefan Plogmann

Contacts

This document contains the Accenture Application Blueprint for EPC (Engineering, Procurement & Construction) companies

It can be used to illustrate our understanding of the Energy EPC industry segment

It provides a description of each application cluster that can be usually seen in an EPC company and an overview of typical vendors

Purpose of this document This document is part of Energy IT Blueprint

which was developed for the Plant & Assets Production Optimization initiative. Please refer to KX for further information.

This document is also part of Energy Business Process Management Program (BPM).

Usage restrictions For internal purposes only You may use the Overall Application Blueprint

diagram also in external presentations One-pagers can be used in external

presentations if only a few extracts or examples are shown

Version number 2.2 Last updated on May 17, 2011

Version Information

mailto:[email protected]




Contents

Overall EPC Application BlueprintExplanation of One-PagersPresentation LayerCommunication LayerEnterprise LayerCommercial & Business Support LayerProject Management LayerEngineering LayerProcurement LayerConstruction Layer


The IT Blueprint covers a variety of applications and systems, all linked via a common communication layer allowing data exchange between the different systems

Communication

Portal Search

Business Process

Management

Process & Data

Integration

Resource Management

Software Management Security

Presentation

CollaborationEmail & Messaging

Procurement LogisticBiddingVendor Management PurchasingStrategic

Sourcing

Construction Estimating Work Accounting

Quality Control & Certification

Site Materials Management

Planning & Monitoring

Enterprise Finance & Accounting

HR Management

Asset Management

Data Warehouse

Quality Management

Project Portfolio

Management

Performance Management

Enterprise Content

Management

Environmental Reporting

Facility Management

Contract Management

Health & Safety

Management

Custom & Specialized Databases

Workload Management

Maintenance Planning &

Management

Risk & Opportunity

Management

Action Request System

Sustainability Reporting

Engineering Instrumentation Design

Material Request

Civil and Structure Design

Integrated Data

Management

Electrical Design

3D Modeling & Piping design

Process Design

Design Review / Virtual Reality

Commercial & Business Support

Sales Pipeline & Forecasting

Pricing & Cost Management

Project Estimating

Customer Relationship Management

Project Management

Project Document

Management

Project Cost Control

Project Planning

Project Status Reporting


Contents


Copyright © 2011 Accenture All Rights Reserved.

6

NameDescription Market Information and Key Vendors

Business Needs and Benefits

Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Vendor (Application Name) [C/S]

Importance and Process CoverageDescription of the benefits of using this type of application in my organization. What is the value for my business?

How mature is software in this cluster on average?Very immature software could be for example characterized through limited functionality, problems around stability, complex installations, not many credentials in the market.

Is the market dominated by smaller or larger vendors?The average vendor sizes can be an indication for niche markets with specialized software companies. Clients can often have more influence on the future development of an application if the vendor is smaller. Larger vendors usually have more (internal or external) resources available to manage large transformation projects.

Name of the application cluster in the application map

General description of the main characteristics and features of this application cluster

How aggressive is vendor competition in this area?Gives an indication on how aware vendors are of each other. Are the vendors acting more or less isolated or is it a competitive market? Positive effects of high competition can be lower prices, increased pressure to innovate and similar basic / core application functionalities from each vendors.

How important is this application for an Energy organization?The importance of an application cluster depends of course on the perspective and the individual situation of the organization. This category suggests which clusters could be seen as Foundations ("must have“, needed for basic operations), Optimization (helps to improve performance and efficiency) or Excellence (offers the opportunity drive towards excellence and optimum performance).

Main vendors and applications in this area (in alphabetical order)[C] means that the application fully covers this cluster, [S] means that it is supporting it

ImportanceExcellence FoundationOptimization

Capability (Processes) [C/S]

6

Main processes linked to this application cluster (in alphabetical order)[C] means that the cluster fully covers this process, [S] means that it is supporting it


Contents



Portal

8

Description

Provides integration and collaboration piece at the front-end layer Creates an integrated desktop environment from isolated programs Serves as the point of delivery for aggregated services integrate

advanced collaboration capabilities Provides a personalized interface for each user based on their role

and connects different audiences, e.g. business (B2B), customers (B2C), employees (B2E) through different channels including web (Internet/Intranet), phone (voice, wireless Portals) using a common technical architecture

Market Information and Key Vendors


Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

BEA (WebLogic) [C] IBM (WebSphere) [C] Microsoft (SharePoint) [C] Oracle (Portal) [C] OSIsoft (RtPortal Suite) [C] SAP (NetWeaver Portal) [C] Sun (Portal Server) [C]

Increased facility to tackle work activities from having just one desktop environment bundling numerous of applications

Improved maneuverability through customization of portal for personal use

Importance and Process CoverageImportance

Excellence FoundationOptimization

Human Resources & Knowledge Management (Manage Organization Structure / HR Strategy) [S]

Information Technology (IT Operations) [S] Information Technology (IT Strategy) [S]


Search

9

Description

Finds and retrieves structured and unstructured content enterprise wide

Enterprise Search provides a single view of all enterprise information Tangible productivity enhancement, better regulatory compliance and

improved decision making Enterprise search can encompass: information retrieval applications

for intranets; search provided in an extranet context for business partners and customers; e-commerce, on-line publishing and site search; and embedded search such as in portal, content management, or business application software



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Autonomy (IDOL) [C] Endeca (Endeca) [C] FAST (ESP) [C] Google (Search Appliance) [C] IBM (OmniFind) [C] InQuira (InQuira) [C] Microsoft (Enterprise Search) [C] Oracle (Secure Enterprise Search) [C]

Cost savings, as already existing documents/knowledge can be found by others and thus avoids duplicated work effort

Facilitates work and saves time, as the individual does not have to know where the information is stored



Information Technology (IT Operations) [S]


Contents



Email & Messaging

11

Description

The main functionality of an email system is to provide messaging capabilities for electronic mail (or email) based on a store-and-forward model in which e-mail computer server systems accept, forward, deliver and store messages on behalf of users

Broader product suites also support calendaring, contacts and tasks Messaging can also be extended to support instant messaging (for

example chat), web conferencing, fax and telephony The services are usually available on various clients. This includes

typical laptop or desktop client applications, web front-ends or solutions for mobile handhelds or phones



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Google (Apps) [C] IBM (Lotus Domino) [C] Kerio (MailServer) [C] Microsoft (Exchange) [C] Novell (Groupwise) [C] OpenSource (Curier, Postfix, Qmail, Sendmail) [S]

Provides the basic communication infrastructure for electronic email Enables secure messaging communication inside the company. Can

also be used to build secure (e.g. encrypted and signed) communication with business partners or external stakeholders

Builds a secure instant messaging environment inside the own organization

Combines various communication channels into one unified messaging environment. This can reduce communication costs and the complexity of the communication infrastructure



Information Technology (IT Development and Maintenance; IT Operations) [S]

Stakeholder Relationship Management (Stakeholder Interaction) [S]


Collaboration

12

Description

Collaborative software (also referred to as groupware or workgroup support systems) is software designed to support groups of people in a common task achieve their goals

Provides tools like wikis, messaging boards, task lists, simple file storage, shared calendaring, bookmarking

Can also be used to create simple forms or voting mechanism



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

EMC (Documentum eRoom) [C] IBM (Lotus Domino) [C] PTC (Windchill ProjectLink) [C] Kongsberg (3D Super Walls, Vispo3D) [C] Microsoft (Exchange, SharePoint) [C] OpenSource (Horde) [C] Oracle (Collaboration Suite) [C] TikiWiki (CMS/Groupware) [C] Wikimedia Foundation (Wikipedia) [C]

Allows users to simply create electronic work environments for workgroups

Improves the efficiency of work groups by sharing common files and other information

Allows easy data access and entry of information which can then be made available to a larger audience



Human Resources & Knowledge Management (Knowledge Management / Learning & Development) [S]

Stakeholder Relationship Management (Stakeholder Interaction) [S]


Business Process Management

13

Description

Provides graphical modeling notions for designing business processes, showing directed flows between processing steps

Facilitates, controls and orchestrates process instances Involves applications, components and people Can be split into two types: classical ERP-integrated workflow

management systems and recent SOA Business Process Execution Language (BPEL) engines



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

BEA (WebLogic) [C] IBM (WebSphere) [C] IDS Scheer (ARIS Implementation Platform) [C] Microsoft (BizTalk) [C] Oracle (BPEL Process Manager) [C] SAP (NetWeaver Business Process Management) [C] Tibco (BPM) [C] Vitria (BPM Suites) [C]

Allows organizations to create an IT infrastructure that is based on their business process

Reduced transaction costs, accelerated order fulfillment, and enhanced customer satisfaction



Business Process Lifecycle Management (Process Change Management) [C] (Process Lifecycle Management) [C] (Process Strategy Management) [S] (Process IT Management) [S]


Process & Data Integration

14

Description

ESBs are frameworks within which the capabilities of a business' applications are made available for reuse by other applications throughout the organization and beyond

ESBs have emerged as a type of middleware, implementing features found in earlier middleware, but with emphasis on Web Services support and SOA relevant characteristics

ESBs are an architectural approach. They are an architectural pattern for SOA implementation and a BUS for lightweight integration. It supports intelligently directed communication and mediated relationships among loosely coupled and decoupled business components



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

BEA (WebLogic) [C] IBM (WebSphere) [C] Informatica (PowerExchange) [C] Microsoft (BizTalk) [C] Oracle (Fusion Middleware) [C] SAP (NetWeaver Process Integration) [C] Tibco (BPM) [C] WellPoint (Integration Expert) [C]

Incorporate service-oriented architecture principles and increase sales

Faster and cheaper accommodation of existing systems. Increased flexibility; easier to change as requirements change





Resource Management

15

Description

Supports the management of IT infrastructure and environments Performs and executes operations management activities Monitors and reports performance and usage of IT assets Supports capacity planning



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

HP (Operations Manager) [C] IBM (Network Management, Operations Manager) [C] Microsoft (System Center Operations Manager) [C]

Helps consolidating IT operations Automates routine maintenance Improves IT efficiency and cost structures





Software Management

16

Description

Controls and automates the distribution of software packages and updates, ranging from application software to whole operating systems

Provides an automated inventory of currently deployed hard- and software

Enabler for optimized software license management Allows role based on distribution of software in the organization Software management sometimes also includes source code

management solutions for revision tracking



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

BMC Software (Business Service Management) [C] IBM (Tivoli Configuration Manager) [C] Microsoft (System Management Server) [C]

Ensures automatic updates for software applications deployed in the organization

Reduces costs for configuration and change management around software solutions

Optimizes the use of licenses and reduces required efforts around IT inventory management





Security

17

Description

The term Security typically covers a broad range of software components, such as firewalls, intrusion detection systems, security appliances and user directories

A common requirement in enterprise environments is single-sign-on between applications so that a user identity is provisioned to multiple locations

Also user directories very often model an organization's structure which is consequently used to apply permissions settings on data sources



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Microsoft (Active Directory) [C] SAP (NetWeaver Identity Management) [C]

Ensures automatic updates for software applications deployed in the organization

Reduces costs for configuration and change management around software solutions

Optimizes the use of licenses and reduces required efforts around IT inventory management



Data & Information Management (Data Security Management) [C]



Contents



Finance & Accounting

19

Description

Automates and streamlines all financial business processes Addresses critical financial functions such as accounting, financial

and management reporting, working capital management, performance management

Offers consolidations, reporting analysis, financial value chain and treasury management

It has comprehensive financial and management reporting functions with embedded internal controls, complete audit trails, and financial process documentation thereby delivering the highest levels of confidence in financial reporting and regulatory compliance



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

SAP (ERP (FI, CO)) [C] Microsoft (Dynamics) [C] Oracle (JD Edwards EnterpriseOne) [C] Oracle (PeopleSoft Enterprise) [C] IFS (ERP (Financials)) [C] SAS (Activity Based Management) [S]

Allows to quickly respond to changing business conditions with effective business strategies like defining financial targets, developing a suitable business plan, monitoring cost & revenue during execution

General ledger functions support legal financial reporting, managerial and segment reporting, international accounting standards, parallel sets of books, profit center maintenance, allocations and planning

Optimize payment processes, cash management and improve control over treasury & risk management

Can achieve compliance, governance and risk mitigation goals across the enterprise with complete documentation of internal controls & audits that comply with current and emerging financial reporting



Finance & Accounting (All processes) [C] Risk and Opportunity Management (Monitor Effective

Risks & Opportunities) [S]


Risk & Opportunity Management

20

Description

Enables to create a complete and accurate risk profile for the enterprise based on customizable risk analytics and measures

Identifies and analyzes key risks and opportunities concurrent with new strategy development and determines the appropriate risk appetite that should be used for different units within the organization

Prioritizes Enterprise risks and opportunities by managing a set of specific analytics and developing an appropriate response strategy

Enables to accurately monitor Enterprise risk and opportunities helping executives to avoid making the same mistakes twice



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (Governance, Risk and Compliance Management) [C]

SAP (GRC Risk Management) [C] CA (GRC Manager) [C] OMEGA (PIMS Risk Management) [C] DNV Software (Risk management) [C]

Define the Enterprise risks, identifying the Company risk profile and developing a risk management attitude and culture throughout the whole organization

Provide standard methodology in order to properly evaluates both the risks associated with complex EPC Projects and the risks related to the supporting business functions

Improve decision-making capabilities through ad-hoc analytics enabling to evaluate potential and effective risks and opportunities



Enterprise Risk Management (All processes) [C] Risk and Opportunity Management (All processes) [C] Execution Strategy (Opportunities and Constraints

Analysis/Project Execution Strategy) [S] Planning and Scheduling (Project Baseline & Team

Definition / Progress Monitoring and Re-planning) [S]


HR Management

21

Description

Automates the entire recruit-to-retire process so that the workforce can be aligned with strategic objectives

Provides an up-to-the-instant accurate view of human resources-related activities, including recruiting, performance management, learning, compensation, benefits, payroll, time management, and real time analytics through a single integrated data model

Provides a portal for knowledge, practices, policies, communications and training



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

SAP (ERP (HR)) [C] Oracle (PeopleSoft Enterprise) [C] Oracle (JD Edwards EnterpriseOne) [C] Microsoft (Dynamics) [C] Spectrum (iVantage) [C] IFS (ERP (Human Resources)) [C] SAS (Human Capital Intelligence) [S] ISS International (TMS) [S]

Manages recruitment, hiring, and deployment on a global basis while addressing local country requirements at the same time

Increased ability to manage address information, currency, data formats, banking details, and payment methods for any country

Enhanced employee visibility into their compensation through an easy-to-use self-service interface

Increased ability to optimize recruitment, hiring, budgeting, compensation, termination, performance, skills, and collective agreements processes and to perform rules-based HR budget control

Strengthened organization-wide control of workforce payroll and compensation data



Human Resources & Knowledge Management (All processes) [C]


Asset Management

22

Description

Plan and manage Asset utilization (e.g. Vessels) Manages Assets master data Helps establish operating limits to minimize unplanned downtime Develops economic models that create master schedule of runtimes

between major turnarounds Provides diagnostic analysis capabilities Supports warehouse management defining and monitoring specific

analytics (stock value, turnaround…)



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (Enterprise Asset Management) [C] SAP (ERP (PM)) [C] IBM (Maximo) [C] IFS (ERP (Maintenance)) [C] RDA Group (WellPoint Energy EAM) [C] Revere (IMMpower) [S] SpecTec (AMOS) [S] Microsoft (Project)

Minimized unplanned downtime through tighter monitoring of assets and extended asset life cycles

Increased integrated asset utilization Faster repair cycles and reduced maintenance costs Increased transparency across plants enables identification,

standardization, and automation of best practices Improved access to performance management information enhances

decision making



Asset Management (Investment Management, Assets planning & optimization, Warehouse Management) [C]

Asset management (Preventive Maintenance Execution / Corrective Maintenance Execution) [S]

Finance & Accounting (Financial Data Management) [S]


Contract Management

23

Description

Supports the management of contracts made with customers, vendors, partners, or employees

Allows to document terms and conditions in contracts, monitors compliance with these terms and conditions, keeps track of changes

Establishes a central repository for all contracts and allows to link it with data from operations, marketing, project management, etc



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

8over8 (ProCon) [C] Allegro (ETRM Solutions) [C] Amphora (Symphony) [C] Ariba (Contract Management) [C] EMC (Documentum Contract Management) [C] Oracle (Project Contracts) [C] Oracle (Primavera Contract Management) [S] SAP (Contract Lifecycle Management) [S] Solarc (RightAngle) [C]

On average each larger organization maintains several hundreds of even thousands of contracts stored in decentralized archives

Reduces management effort by offering standardized templates, automatic contract creation and workflows along the life-cycle

Decreases legal, regulatory and financial risk through standardized language, reporting and alerting

Increases visibility of contracts and thus eases controlling and compliance audits



Contract Management (Contract Review / Change Order Management) [C]

Scope Management (All processes) [C] Finance & Accounting (Core Financial Operations) [S] Finance & Accounting (Manage assets and liabilities) [S]


Project Portfolio Management

24

Description

Evaluates and ranks all potential Projects based on total expected costs and revenues, expected timeline and schedule, relationship or inter-dependencies with other projects in the portfolio

Defines the optimal mix and sequencing of proposed Projects to best achieve the Enterprise's overall goals - typically expressed in terms of hard economic measures, business strategy goals, or technical strategy goals



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (Primavera Enterprise Project Portfolio Management) [C]

SAP (Project Portfolio Management) [C] CA (Clarity PPM) [C] Microsoft (Microsoft Project Server 2010) [C] OMEGA (PIMS Project Portfolio Management) [C]

Select and prioritize potential Projects to achieve main business objectives according to Enterprise business strategy

Increase revenues concentrating Enterprise resources on the most profitable Project s only

Evaluate the business impact of changing or adding initiatives to portfolios



Portfolio Management (All processes) [C] Enterprise Strategy & Performance Management

(Enterprise Strategy Management) [S]


Performance Management

25

Description

Encompasses the capabilities required to manage and optimize business performance across a single enterprise or business network

Enables to create a set of Business analytics in order to monitor Enterprise performance and to evaluate if they are compliance with the Company business objectives

Monitors specific Key Performance Indicators (KPI) to quickly identify potential problems and evaluate possible corrective actions

Captures the planned performance with actual in form of mass flow, financials & stream quality



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (Business Intelligence, Hyperion) [C] SAP (Business Objects) [C] SAS (Performance Management) [C] IBM (Cognos) [C] Microsoft (Office SharePoint Server) [S] QlikTech (QlikView) [S] MicroStrategy (Business Intelligence) [C]

Optimized resource allocation and maximized shareholder value from increased ability to make strategic decisions and monitor results in addition to enhanced understanding of value drivers

Reduced cycle time for reporting Increased report quality Increased visibility of Enterprise Performance across the Company



HSEQ management (HSEQ Performance Evaluation [C] Operations Support (Asset Management) [C] Evaluation & Innovation (Analyze Equip. Maint. Perf. /

Benchmarking KPI / Continuous Improvement) [C] Asset Management (Performance Management) [C] Enterprise Strategy & Performance Management

(Enterprise Performance Management) [C]


Enterprise Content Management

26

Description

Manages and archives Enterprise structured and unstructured content (i.e. procedures, standards) in one location. Combines the schools of Document Management, Knowledge Management and Search

Supports the entire document lifecycle through the Create, Review, Categorize, Approve, Publish/Index, Distribute, Retrieve, Feedback, Revise, Archive/Retire phases

Provides a means of tracking, date stamping and approving procedures, manuals, guidelines, standards and other business process documentation can be implemented through the inbuilt capabilities of such systems



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Faster and more accurate search and retrieval of content (including manuals, technical drawings, statutory approvals/ certificates, etc.)

Improved access to relevant Enterprise documents and information Improved collaboration and knowledge sharing (e.g. Lessons

learned) Increased information completeness and integrity (for management

reports, statutory approvals, etc.) Digitization of existing paper documents Standardization of content through the use of content templates Improved control and accountability of vital documents



Human Res. & Knowledge Mgmt (Knowledge Mgmt) [C] Feasibility & Basic Engin. Design (All processes) [S] Front End Engineer. Design (FEED) (All processes) [S] Detailed Engineering Design (All processes) [S] Document Management (All processes) [S] HSEQ Management (All processes) [S]

EMC (Documentum) [C] Open Text (Livelink) [C] Intergraph (SmartPlant Foundation) [C] IBM (FileNet) [C] BlueCielo (ECM) [C] Interwoven (Collaborative Document Management) [C] Microsoft (SharePoint) [S] Siemens (Team Center) [C] Oracle (Agile) [C] PTC (Windchill PDMLink) [C]


Workload Management

27

Description

Provides an unique environment in which manage the resource workload taking into consideration current and future project demands

Monitoring of project progress analyzing project actual and forecast data in terms of hours, and giving required information to manage project budget

Produces demand / capacity reporting Drives the resource hiring and assignment process (including

external services), in order to maximize company productivity Management of resources in terms of professionalities, oriented to

perform analysis at different level (e.g. company / intercompany) Enables integration with other Project management tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

CA (Clarity) [C] Microsoft (Project) [C] Oracle (Primavera) [C] Oracle (PeopleSoft) [S] SAP (ERP (HR)) [S] Innovare24 (STR Planet) [S]

Time and cost saving, thanks to the optimization of resources assignment

Prevent risk of project resource over / under staffing Capability to forecast mid / long term project planning, comparing

data coming from different locations and different professionalities



Planning and Scheduling (Project Baseline & Team Definition) [S]

Execution Strategy (Opportunities and Constraints Analysis / Project Execution Strategy) [C]


Maintenance Planning & Management

28

Description

Manages various maintenance processes including work order scheduling, critical equipment listing, job kitting and scheduling, inspections, and prevention / prediction

Provides comprehensive maintenance management (deployment, meeting specifications, monitoring, calibration, costing) for all asset types on a single unified platform

Enables better planning and control by providing insight into the assets, their conditions, and work processes

Allows for comprehensive maintenance work management for both planned and unplanned activities



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

IBM (Maximo) [C] SAP (ERP (PM)) [C] IFS (ERP (Maintenance)) [C] Oracle (Enterprise Asset Management) [C] Oracle (Primavera) [C] Oracle (Field Service) [S] RDA Group (WellPoint Energy EAM) [C] Siemens (Comos maintenance) [C]

Enables to manage maintenance activities both relating to Asset owned by Company (e.g. Vessels) and Plant delivered to Client when EPC contractor is also in charge of maintenance activities

Increased ability to plan inventory to meet maintenance demand precisely, making the right parts available at the right location when needed

Scalable architecture with a flexible business process configuration platform that adapts to changing business requirements



Maintenance Strategy & Planning (All processes) [C] Asset management (Preventive Maintenance

Execution / Corrective Maintenance Execution) [C] Facility Operation (Plant Maintenance & Inspection) [C] Facility Operation (Site Operation, Decommissioning,

Site Restoring) [S]


Quality Management

29

Description

Stores master data on product specifications, quality manuals, sampling procedures, etc.

Allows to design and plan quality checks Documents quality checks and supports audits Manages test equipment with equipment data, maintenance

schedules and calibration scheduling Linked with Laboratory Information Management System, allows

close integration also with other systems



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Invensys (Wonderware Batch Management) [C] SAP (ERP (QM)) [C] SAS (Product Quality) [C] Synergy Solutions (Synergy) [C]

Ensures strict control of quality management processes Documents quality assurance activities and helps to identify potential

issues in operations Simplifies and partially even automates quality audits Reduces operating costs and increases efficiency



HSEQ Management (All processes) [C]


Health & Safety Management

30

Description

Provides HAZOP (hazard and operability) and PHA (process hazard analysis) evaluations

Supports failure mode and effects analysis (FMEA), safety integrity levels (SIL), layer of protection analysis (LOPA)

Automates management of change (MOC) process Manages incidents and track corrective actions Supports the management of process safety audits



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Cura (Enterprise) [C] Dyadem (PHA-Pro) [C] Dyadem (Stature Risk Lifecycle Management) [C] Engica (Q4 Safety) [C] OSyS (EMIS) [C] PrimaTech (PHA Works) [C] Synergy Solutions (Synergy) [S] Cisco (Health Presence) [S]

Identify hazards so that they can be eliminated or mitigated Helps to comply with Process Safety Management (PSM) regulations

by automating compliance activities Reduces the time required to conduct PHAs, audits and incident

investigations



HSEQ Management (All processes) [C] Maintenance Strategy & Planning (Ensure Safe Site

Operation) [C]


Environmental Reporting

31

Description

Helps to monitor, measure, document, and control emissions output Enhances the information flow across the enterprise and improves

environmental portfolio management Provides a set of reports to meet external and internal environmental

reporting requirements Covers continuous air emissions (CEMS), fugitive emissions (LDAR),

water, waste, CFC’s and greenhouse gas emission monitoring, management and reporting



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

ESS (Essential Suite) [C] InspectionLogic (LeadDAS) [C] OSyS (EMIS) [C] SAP (EH&S) [C] SAS (Sustainability) [S] Synergy Solutions (Synergy) [C]

Reduced risk of non-compliance through formal, certified and documented approach and set of processes

Enhanced capabilities to meet compliance status, monitor and control plant emissions, track performance benchmarks, and communicate with key stakeholders

Better business alignment with the fulfillment of required environmental regulations worldwide

Greater efficiencies in managing compliance activities Software-based emissions model can be cheaper and more reliable

than continuous monitoring with hardware sensors





Sustainability Reporting

32

Description Market Information and Key Vendors


Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

PE International (SoFi Software) [C] EHASoft (Environment Risk Assessment) [C] Intelex Technologies (Intelex Environmental

Management System) [C] ESS (Essential Suite) [C] Synergy Solutions (Synergy) [C] PrimaTech (PHA Works) [C] Dyadem (PHA-Pro) [C]

Decreased production costs and risks, by helping the reduction of materials consumption, increasing processing efficiency and realizing value from carbon assets

Facilitated communication of social and environmental objectives to the public, resulting in improved public image and acceptance of the company and its plants

Improved environmental performance and compliance with global climate change legislation

Decreased risks linked to environment-sensitive activities Increased competitive advantage and employee retention




Measures and analyzes organization's sustainability performance, involving environmental, social and economic domains, in order to determine achievable future objectives

Estimates the quality of sustainability governance for individual countries through standard indexes

Predicts, plans and manages data, documents, regulations compliance procedures, deadlines and performance rates in accordance with international standards for environmental safety

Continuously tracks and reports environmental metrics and real-time indicators, also using web based applications and providing interfaces to legacy systems such as ERP


Action Request System

33

Description

Enables to capture, manage and report actions. Is sometimes also known as a ticket management system

Allows to define workflows and escalation procedures for: Incident Management Problem Management Configuration Management Change Management Release Management Service Level Management



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Altiris (Helpdesk) [C] BMC Software (Remedy) [C] Microsoft (SharePoint) [S] Synergi Solutions (Synergi) [C]

Automate service management business processes Integrate processes with systems across the enterprise Increased ability to adapt and evolve processes to continually align

with the needs of the business Enhanced ability to manage business process performance through

availability of real-time information



Information Technology (IT Development and Maintenance) [S]



Custom & Specialized Databases

34

Description

Large amounts of data is generated by some of the business functions that is required for effective decision making, reporting and record keeping. These range from business intelligence to IT security information

For maintainability and efficiency standards are followed in the selection, development and deployment of these tools

These applications are typically developed in-house or contracted out but generally not commercially available off the shelf



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

IBM (DB2) [S] Microsoft (SQL Server) [S] Oracle (Database) [S] SAP (MaxDB) [S] SAS (SAS 9.2) [C] Sun (MySQL) [S] Sybase (Advantage Database Server) [S]

These Custom and Specialized Databases and associated applications are either providing the company with a distinctive competitive advantage or addresses a business risk that is considered to be unique to the organization

Standards for the supporting databases will improve sustainability and ensure the effective development, deployment, maintenance and support of these databases



Business & Competitive Intelligence (Business Intelligence / Competitive Intelligence) [S]


Facility Management

35

Description

Supports the management and control of facilities and security access in buildings (e.g. plant, sites, yards)

Serves as the management system for bus systems / network communications protocols like KNX for intelligent buildings / building automation

Controls facilities or services like heating/cooling, lighting, shutters, electric power, security and surveillance

Enables the creation of usage-based profiles to ensure an effective and efficient use of facilities

Provides a central security and fault monitoring



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

ABB (i-bus KNX) [C] Gira (Instabus) [S] Inner Range (Insight Pro) [C] Invensys (Controls) [C] Siemens (DESIGO) [C]

Creates a central management system for all facilities and security systems in buildings

Simplifies management of facilities and reduces complexity of cabling in offices by connecting all sensors and actuators with one bus system

Increases flexibility of office spaces by enabling simple reconfigurations of lighting, power-connections, etc. via software and not via new cabling

Reduces energy consumption by controlling heating/cooling, lighting, etc. based on actual needs



Physical Infrastructure (Develop Physical Infrastructure / Support Services) [S]


Data Warehouse

36

Description

Serves as the main repository for historical data in the organization Enables fast data gathering as well as reporting and analysis Most organizations provide central data warehouses serving multiple

purposes and thus being linked to a larger number of sources



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

SAP (NetWeaver Business Warehouse (BW)) [C] SAS (Business Intelligence) [C] HP (NEO) [C] IBM (DB2) [C] Kalido (Dynamic Information Warehouse (DIW)) [C] Microsoft (SQL Server) [C] Teradata (Enterprise Data Warehouse) [C]

Enables the storage of link information from diverse sources and makes the information accessible for a variety of user purposes, most notably, for strategic analysis

Enhanced ability to make business decisions from capability to see information in a format more conducive to analysis (includes trend identification, forecasting, competitive analysis, and targeted market research capabilities)



Business & Competitive Intelligence (All processes) [C] Data & Information Management (All processes) [S] Enterprise Risk Management (Financial Risk

Management; Non-Financial Risk Management) [S]


Contents



38

Description

Application assists in obtaining incremental gross profits from better pricing and cost information

Typically, a single, more efficient pricing system applicable to all channels of trade

Provides a way to measure competitor strength and deal with new entrants to the market

Provides consistency of pricing and costing across the network with zero pricing errors

Enables visibility of, and more rapid response to, the competitive landscape and client requests for quotations



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

KSS (Price-Net) [C] Microsoft (Dynamics) [S] PROS (Pricing Software Suite) [C] SAP (Oil and Gas Secondary Distribution) [S] SAS (Revenue Optimization) [S] Vendavo (Enterprise Pricing Suite) [C]

Reduces the time taken to respond to changes in competitor price or other market conditions. Quantifies competitor strength by grade, by site & adjust pricing tactics to suit

Deal with new entrants without sacrificing volume or margin Validate current pricing policy against volume/margin goals - test

changes before implementation Eliminate costly pricing errors - achieve consistency across the

network including accurate and latest cost and pricing information Continuously monitor performance - highlight exceptions & deal with

them quickly. Comprehensive reporting & analysis.



Marketing (All processes) [S] Tender Management ( Create and Present Tender) [S]

Pricing & Cost Management


Description

Applications managing the sales forecasting process Definition of sales goals Reports about revenues by account, opportunity, product line, project,

partner, division, organization, or employee Manage recurring revenues, multiple currencies, and robust currency

conversion


Improved forecast accuracy including real-time insight into sales and employee performance

Improved pipeline visibility, sales effectiveness, and bottom-line results

Run real-time analyses of revenues, profit margins, and close dates Account Management, provides a comprehensive picture of the

customers, including service history, order management, interactions, and account profile

Opportunity Management, management of leads, territories, opportunities, contacts,

Sales Pipeline & ForecastingMarket Information and Key Vendors

Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Business Forecast Systems (Forecast Pro) I2 Oracle (Siebel Sales Forecasting) SAP (Supply Chain Management) SAS (Forecast Server) Steelwedge’s (S&OP Sales)



Marketing (All processes) [S] Key Account Planning and Management (Define and

Manage Account Forecast) [S]


Project Estimating

40

Description

Assists in the EPC projects estimate both from economical (costs, revenues…) and operational (Asset, HR needs…) point of view

Helps identify potential risks and opportunities through preliminary Project schedule and cost analysis

Consolidates individual or cross-project KPIs to facilitate project profitability estimate

Helps in making project portfolio investment decisions by providing clear view of current portfolio strategy and performance and by performing what if scenarios to define optimal portfolio



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (Prism Project Estimator)

Increased ability to estimate multiple projects and assess overall project portfolio performance

Improve ability to estimate Project resources needed during the Bid phase to identify the best Project execution strategy in terms of workload and asset management



Tender Management (All processes) [C]


41

Description

Enables to implement a strategy to reward loyal and important customers

Offers different reward and benefit programs to the customer Handles all inbound contacts Creates and administrates one database for all inbound contact



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Amdocs (Customer Experience Systems) [C] Infor (CRM) [C] Microsoft (Dynamics) [C] Oracle (PeopleSoft Enterprise, Siebel CRM) [C] Salesforce.com (CRM) [C] SAP (Customer Relationship Management (CRM)) [C] SAS (Customer Intelligence) [S] The Logic Group (SLAM) [C]

Get more customer insight and use this information for segmentation to define target customers

Enhanced management information leading to improved customer retention and increased customer spend

Reports to measure loyalty not only by gross spending but also by gross profit and to measure program participation by store and chain

Enables a end-to-end service request management Increase in customer satisfaction and loyalty



Key Account Planning & Management (All processes) [S]

Customer Relationship Management


Contents



Project Status Reporting

43

Description

Supports the management of capital projects among the Engineering, Procurement and Construction phases, by monitoring projects status in terms of time, costs and cash flow and comparing the actual, planned and earned values (e.g. S – curves)

Supports the analysis of deviations and critical areas, identifies causes and plans corrective and preventive actions with the aim to restore activities within the milestones established by the Contract and by profitability considerations

Provides snapshot view of project status with ability to drill down to details through the analysis of specific analytics



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (Primavera) [C] Microsoft (Project) [C] ISS International (Project Management Tool (PMT)) [C] SAP (ERP (PS)) [C] IFS (ERP (Projects)) [C] OMEGA (PIMS Status Reporting) [C]

Increased ability to manage multiple projects optimizing Project objectives in terms of times and costs and client satisfaction

Improved collaboration and tighter control enabled by ability to access project status information quickly and centrally

Improve decision-making capabilities through ad-hoc reporting and analytics on current Project status



Planning and Scheduling (Progress Monitoring and Re-planning) [S]

Cost Management (Cost Monitoring & Forecasting) [S] Risk and Opportunity Management (Identify/Analyze

Potential Risks & Opportunities / Monitor Effective Risks & Opportunities) [S]


Project Planning

44

Description

Creates Project Work Breakdown Structure (WBS) in order to organize and structure the total work scope of the Project

Creates dependencies and constraints between Project activities Carries out workload analysis in order optimize resources planning

and scheduling Defines Project activity dates according to Project milestones, activity

constraints and workload analysis outcomes Identifies Project Critical path



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (Primavera P6) [C] Microsoft (Project professional/Project Server) [C] SAFRAN [C]

Ensures balanced resource capacity for Project execution Optimize planning, scheduling, and control of EPC projects Enables to allocate best resources and tracks progress Monitors and visualizes project performance versus planned data



Planning and Scheduling (All processes) [C] Procurement Coordination (Projects Procurement

Planning) [S]


Project Cost Control

45

Description Market Information and Key Vendors


Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

SAP (ERP (PS)) [C] IFS (ERP (Projects)) [C] Oracle (Project Costing) [C] OMEGA (PIMS Cost Control) [C]

Improve Project cost-efficiency monitoring actual cost and defining Project forecast according to analytics based on productivity and gaps / variation analysis

Increase Project margin through an accurate cost control Improved decision-making capabilities through ad-hoc analytics on

Project cost progress and risks



Cost Management (All processes) [C]

Defines Project Cost Breakdown Structure (CBS) allowing costs classification and monitoring

Creates Project Original Control Budget based on estimated physical quantities, relevant costs and commercial budget, and monitors it according to CBS

Monitors and analyzes Project actual costs in the comparison with the performed activities, carries out gaps / variations analysis in order to calculate the Estimate To Complete (ETC) and consequently the Estimate at Completion (EAC)


Project Document Management

46

Description

Manages and archives structured and unstructured Project content (i.e. Engineering drawings) in one location.

Supports the entire Project documents lifecycle through the Create, Review, Categorize, Approve, Publish/Index, Distribute, Retrieve, Feedback, Revise, Archive/Retire phases

Provides a means of tracking, date stamping and approving Project Engineering technical drawings, Project safety and operations procedures and other Project documentation can be implemented through the inbuilt capabilities of such systems



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Faster and more accurate search and retrieval of content (including manuals, technical drawings, statutory approvals/ certificates, etc.)

Improved access to relevant Project documents and information, such as Engineering drawings access at site

Increased information completeness and integrity (for management reports, statutory approvals, etc.)

Digitization of existing paper documents Standardization of Project content through the use of content

templates Improved control and accountability of Project documents



Feasibility & Basic Engin. Design (All processes) [C] Front End Engin. Design (FEED) (All processes) [C] Detailed Engineering Design (All processes) [C] Requisitioning and Awarding (All processes) [C] HSEQ Management (All processes) [C] Document Management (All processes) [C]

EMC (Documentum) [C] Open Text (Livelink) [C] Intergraph (SmartPlant Foundation) [C] IBM (FileNet) [C] BlueCielo (ECM) [C] Interwoven (Collaborative Document Management) [C] Microsoft (SharePoint) [S] Siemens (Team Center) [C] Oracle (Agile) [C] PTC (Windchill PDMLink) [C]


Contents



Process Design

48

Description

Supports engineers simulating chemical processes and product flows, modeling heat and material balances, designing plant Process and Instrumentation Diagrams (P&ID)

Enables the creation of rules oriented to automatically validate the P&ID for safety engineering practices

Automatically creates cause-and-effect diagrams based on the P&ID, rules, and custom input

Produces HAZOP analysis, by automatically creating cause and consequence reports, including risk factors

Allows integration with other engineering tools, especially with P&ID design tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant P&ID) Intergraph (SmartPlant Process Safety) [S] Siemens (Comos Process) [C] Aveva (P&ID, Diagrams) [C] AspenTech (Aspen Process Engineering) [S]

Increased design quality Identifies and eliminates hazard and operability issues much earlier

in the design phase Shortens time and cost of HAZOP studies and critical path activities Improves change processes management Ensures HAZOPs are consistent with quality requirements,

producing a full, auditable record of the team’s decisions



Feasibility & Basic Engineering Design (Process Basic Design) [C]

Front End Engineering Design (Conceptual Process Design) [C]

Detailed Engineering Design (Detailed Process Design) [C]


49

Description

Allows P&IDs and HVAC diagrams (Heating, Ventilation and Air Conditioning) creation in a controlled environment

Ensures consistency with customer standards and coherence between plant items

Linked with other Engineering tools, allows close integration and data control according to quality requirements



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant 3D) [C] Aveva (PDMS) [C] Aveva (Schematic 3D Integrator) [S] Siemens (Comos Process) [C] Autodesk (AutoCAD) [S] Bentley (MicroStation) [S]

Increased design quality (intelligent data is created automatically as the design is drawn)

Use of diagrams in the creation of the 3D model Design data can be reused on several projects Easy generation of reports Intelligent data and configurable automatic error checking ensure

design integrity from the outset Supports standards compliance (e.g. ISO) Applies revision tracking to manage engineering changes



Feasibility & Basic Eng. Design (Engin. Basic Design /Preliminary Plant 3D & Layouts Design) [C]

Front End Engineering Design (Conceptual Piping & Mech. Design / Conceptual Plant 3D&Layouts Design) [C]

Detailed Eng. Design (Detailed Piping & Mech. Engin. Design / Detailed 3D & Layout Design [C])

3D Modeling & Piping Design


Civil & Structure Design

50

Description

Enables engineers to create and manage 3D structural models Enables to manage structural analysis (steel and concrete) Covering of the entire building process from conceptual design to

fabrication, erection and construction management Allows integration with other engineering tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant 3D) [C] Aveva (GRAITEC) [C] Tekla (Structures BIM) [C]

Increased design quality Automatic consistency checks of local standards Wider usage of structural model in the construction process Coordination and combination of building materials, especially steel &

concrete Automatic creation and update of construction and fabrication

drawings Applies revision tracking to manage engineering changes



Feasibility & Basic Engineering Design (Engineering Basic Design) [C]

Front End Engineering Design (Conceptual Civil/Structural Engineering Design) [C]

Detailed Engineering Design (Detailed Civil / Structural Engineering Design) [C]


Front End Engineering Design (Conceptual Civil/Structural Engineering Design) [C]

Detailed Engineering Design (Detailed Civil / Structural Engineering Design) [C]


Instrumentation Design

51

Description

Enables engineers to design plant instrumentation and control system, including management of loop and termination diagrams, hookup / installation drawings

Provides design automation with wiring, connectivity validation, cross wiring

Ensures consistency across the different instrument tasks and deliverables

Allows exchange data with vendors Allows integration with other engineering tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Instrumentation) [C] Aveva (Instrumentation) [C] Siemens (Comos ) [C]

Increased design quality Enforces engineering standards with design rules and validation Facilitates faster, concurrent engineering, reducing hours and cost,

because all instrumentation data are consolidated, managed, and revised in one database

Create deliverables quickly, accurately, and automatically directly from the database, including instrument loop diagrams, resulting in consistent deliverables

Applies revision tracking to manage engineering changes




Front End Engineering Design (Conceptual Control & Instrumentation Engineering Design) [C]

Detailed Engineering Design (Detailed Control & Instrumentation Engineering Design) [C]


Electrical Design

52

Description

Enables engineers to design and maintain a safe, reliable power distribution system from load identification to plant startup

Electrical items management, taking into consideration load list management, cables routing and wiring capability

Management of relationships among the electrical components, propagating changes through these relationships

Ensures that loads are balanced correctly and data are consistent throughout design

Allows integration with other engineering tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Electrical) [C] Aveva (Cable Design) [C] Siemens (Comos ) [C]

Reduced design time, thanks to automatic routing and checking functions

Reduced material costs, thanks to the accurate calculation of cable lengths allowing precise ordering and minimize waste

Maintaining and enforcing standards, such as corporate rules and plant specific requirements

Fast deliverables extraction, according to electrical design status




Front End Engineering Design (Conceptual Electrical & Automation Engineering Design) [C]

Detailed Engineering Design (Detailed 3D & Layout Design) [C]


Design Review / Virtual Reality

53

Description

Enables the navigation of 3D models through a realistic view in order to review and analyze complex 3D plant models

3D markup and annotation management, putting sketches and notes directly in the 3D Model

Direct and quick access to plant item engineering design attributes, through the integration with other engineering tools

Workflow Management, oriented to drive the 3D Model review sessions

Allows integration with other engineering tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Review) [C] Aveva (Review) [C] Siemens (Comos Platform) [C] VRcontext (Walkinside) [S]

Easy access to 3D Plant model, enabling clear and simple model review activities

Concurrent interrogation of 3D Model by multiple users in different locations

“Light Weight ” of the 3D Model, enabling easy access to the model from remote, or the use of not top performance hardware



Feasibility & Basic Engineering Design (Preliminary Plant 3D & Layouts Design) [C]

Detailed Engineering Design (Conceptual Plant 3D & Layouts Design) [C]

Detailed Engineering Design (Detailed 3D & Layout Design) [C]


Integrated Data Management

54

Description

Enables the management of data, coming out from the engineering design activities, in an unique environment, in order to keep this information current, synchronized, and readily accessible for other tools and multiple users

Data revision management, tracking “who” and “when” has updated the data

Multidisciplinary publishing and retrieving authoring domains Allows integration with other engineering tools



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Foundation) [C] Aveva (VPE Workbench) [C] Siemens (Comos Platform) [C]

A single database ensures the information consistency and reduces the risk of error

Time saving, because data have to be filled in, once for all the integrated tools

Possibility to manage data created in different tools in an unique structured and controlled environment (including data update activities and report/drawing extraction).



Feasibility & Basic Engineering Design (All processes) [S]

Front End Engineering Design (All processes) [S] Detailed Engineering Design (All processes) [S]


Material Request

55

Description

Provides an integrated life-cycle material, supply chain and subcontracting management solution

Calculates detailed quantities starting from information exchanged with other engineering tools and 3D Model

Takes into consideration client requirements and project material specifications

Integration with other project management software / ERP for material purchase management

Multidisciplinary management of material in an unique environment



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Materials) [C] Aveva (PDMS, VPRM) [C] SAP (ERP (MM))

Eliminates materials surpluses and shortages, thanks to a detailed materials calculation

Speeds up PR/PO management and reduces risk of manual errors Improves risk management following material lifecycle from the PR

creation to the warehouse management



Front End Engineering Design (All processes) [C] Detailed Engineering Design (All processes) [C]


Contents


Strategic Sourcing


57

Description

Enables to create categories by goods and services, carry out the market segmentation by vendor, and assign a ranking to each category and vendor identified based on specific market analytics

Allows identifying the most suitable vendors to optimize supply – costs savings and ensure quality standards requested by the customers

Enables to measure competitiveness of other players through specific market analytics and deal with new market entrants

Supports Procurement department in the sourcing strategies definition and development and in the achievement of costs – reduction goals



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

SAS (Supplier Intelligence) [C] SAP (BW (Datawarehouse)) [C] SAP (ERP (MM, Supply Chain Management (SCM)) [S] Oracle (JD Edwards) [S] WorkTech (Contractor Cost Tracking) [S]

Improves forecast accuracy on goods and services price trends Reduced supply – costs through a continuous monitoring of all

potential vendors and the identification of the most suitable ones in terms of cost performance and quality level

Reduced market research costs through a continuous check on potential global opportunities



Strategic Sourcing (All processes) [C]


Vendor Management

58

Description

Allows to collect, analyze and track all suppliers data from general master data to feedbacks provided by operators

Guarantees a continuous up-to-date of vendor dossier and portfolio segmentation

Defines a specific qualification and rating both referred to single suppliers and to vendor categories

Enables to monitor and evaluate vendor performance according to predefined economic and quality analytics



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

SAP (ERP (MM, SRM, Supply Chain Management (SCM)) [C]

Oracle (PeopleSoft Enterprise) [C] SAS (Supplier Intelligence) [S] WorkTech (Contractor Cost Tracking) [S]

Reduced costs and effort to research and analyze strategic data about vendors

Ensures compliance of supply contracts and improves contractual risk management

Improves efficiency of procurement activities from the bid phase to contract awarding

Allows to maintain and develop business relationship and contacts with vendors



Procurement Coordination (Vendor Management) [C] Procurement Coordination (Projects Procurement

Planning / Manage Procurement Master Data) [S]

Bidding


59

Description

Manages invitations for vendors to be involved in tender process requiring them the presentation of the economic and technical proposal

Allows to collect, analyze and track all vendor proposal Supports tender operators to evaluate and identify the most suitable

vendor based on economical and technical criteria Supports vendor selection to awarding process



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (JD Edwards, E-Business suite) [C] SAP (ERP (MM, SRM, Supply Chain Management

(SCM)) [C] Ariba (Ariba Procurement Solutions) [C] WorkTech (Contractor Cost Tracking) [C] BravoSolution (BravoSolution) [C] Emptoris (Emptoris) [C]

Reduces management effort by offering standardized templates, automatic RFQ creation and workflows versus tenders

Collects and maintains several tender RFQs, offer data and operators decisions for each purchasing typologies

Decreases effort and time about vendor selection and purchase orders awards

Increases transparency and traceability on procurement activities during negotiations with different suppliers

Integrates vendor data and results with Vendor Management, SRM and Purchase system modules



Requisitioning and Awarding (Bid and Tendering Mgmt) [C]

Purchasing


60

Description

Supports the management of purchase documents made with vendors both relating to materials and services

Allows to define contractual terms and conditions, monitor compliance with these terms and conditions and keep track of changes

Establishes a central repository for all purchase documents and allows to link them with data from requester points as project management, operations

Enables to strike the best bargain considering price, quality, clause, delivery time and payment terms in order to award contract that satisfies technical specifications and economics target



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (JD Edwards) [C] SAP (ERP (MM, Supply Chain Management (SCM)) [C] SAS (Supplier Intelligence) [S] IBM (System i) BravoSolution (BravoSolution) [C] Ariba (Ariba Procurement Solutions) [C] Emptoris (Emptoris) [C]

Translate business needs in procurement activities that can be carried on by operators in different part of the word

On average each larger organization maintains several hundreds of even thousands of contracts stored in decentralized archives

Reduces management effort by offering standardized templates, automatic purchase document creation and workflows along the life-cycle

Decreases legal, regulatory and financial risks through standardized language, reporting and alerting

Increases visibility of purchase documentation and thus eases controlling and compliance audits



Requisitioning and Awarding (Framework Agreement Mgmt / Purchase Document Mgmt) [C]

Logistic


61

Description

Supports the material management process in terms of item tracking, material delivery progress and quality conformity

Monitors vendor delivery time agreed keeping track of vendor delays, from purchase document issue to material delivery

Supports Inspection and Quality management frameworks as ISO 9001: 2000 and other inspection documentations

Supports Transport operators in managing of materials batches organization and shipping, gathering and checking custom documents

Helps in making vendor portfolio and qualification decisions collected vendor data performance usage by vendor management and strategic sourcing



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Oracle (JD Edwards) [C] SAP (ERP (MM, WM, LE, QM, Supply Chain

Management (SCM)) [C] SAS (Supplier Intelligence) [S] IBM (System i) BravoSolution (BravoSolution) [C] Ariba (Ariba Procurement Solutions) [C] Emptoris (Emptoris) [C]

Allows to track materials until material delivery at site Informs and up-to-dates in real time requesters on material status Reduces management effort with standardized templates, automatic

contract creation and workflows along the life-cycle Monitor costs of delay, transportation, goods and documentations

non conformity, in order to reduce operating costs and increase efficiency

Helps to identify potential issues & solutions in operations Automates goods receipt and integrates Procurement information

with Quality, Warehouse, Accounting applications



Post Award Management (All processes) [C]


Contents



Estimating

63

Description

Calculates Construction Quantities (BOQ) based on Engineering Quantities defined into Engineering tools

Calculates Construction Standard Man – hours based on BOQ and standard performance rates (i.e. SMh= BOQ / Std. Performance rates), and Expected Man – hours according to Standard Man – hours and productivity factor (i.e. EMh = SMh x K1)

Provides Construction Standard Man – hours estimated for scheduling Construction Project activities



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Construction) [C] Innovare24 (STR Vision CPM) [C] Maxwell Systems (ProContractor MX Estimating) [C]

Improved costs and hours estimating for proposal and executive projects ensuring integration between Engineering, Construction and Planning data

Enables to plan Construction activities and define budget according to accurate and rigorous estimates based on Engineering data



Planning & Scheduling (Project Baseline&Team Def) [S] Cost Management (Project Budgeting) [S] Fabrication (Civil /Structural/Piping/Mech./E &I/ Material

Management Fabrication ) [S] Transportation and Installation (All processes) [S] Commissioning & Start-up (All processes) [S]


Planning & Monitoring

64

Description

Creates construction activities constraints / logical sequences, defines durations and carries out detailed workload analysis

Creates / updates Construction baseline based on Project milestones, Engineering and Procurement data, feasibility analysis results, progress and productivity data

Enables to monitor Construction progress collecting actual data provided by site and execute progress data roll – up among all Planning levels



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Microsoft (Project) [C] Oracle (Primavera Enterprise) [C] Intergraph (SmartPlant Construction) [C] Innovare24 (STR Vision CPM) [C] Bentley (ConstructSim) [C] IFS (Manufacturing) [C] Oracle (Production scheduling)* [C] SAP (ERP (PP))* [C]

Improved Construction / Fabrication planning and resources scheduling ensuring integration with Engineering and Procurement data

Monitor Project execution, identify Project issues and carry out the required corrective actions on time

Ensure perfect integration between Project team and site / yard, in order to achieve Project objectives, maximize production activities (multi – project level) and respect client requirements



Planning & Scheduling (Project Baseline & Team Definition) [S]

Planning & Scheduling (Progress Monitoring and Re-planning) [S]

Fabrication (Civil /Structural/Piping/Mechanical/ E &I/ Material Management Fabrication) [S]

* For Fabrication Yards


Site Materials Management

65

Description

Enables to track materials received at site / yard and control material delivery status according to Quality standard and Procurement data

Supports feasibility analysis execution according to drawings provided by Engineering and material received at site

Enables to issue material withdrawals according to Construction / Fabrication schedule in order to enable operating activities execution at site / yard



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Materials) [C] Bentley (ConstructSim) [C] SAP (WM) [S] Pinnacle (Matrix) [C] IFS (Manufacturing) [C]

Ensure materials data be correct, complete and consistent among E – P – C value chain

Increase and improve material control, optimize material usage, reduce surpluses and shortages, and enhance warehouse efficiency

Carry out feasibility analysis based on the integration of material and drawing data, in order to optimize the Project schedule and resources utilization

Improved supply chain processes by providing accurate and real time visibility of material position at site



Fabrication (Material Management at Site) [C]


Quality Control & CertificationDescription

Enables to archives Project Quality Control Plan Assigns to each item/activity (e.g. welding) the proper Test Pack,

containing all tests to be performed according to item/activity characteristics and quality specifications

Monitors test execution per each item/activity and provides list of remaining tests to be performed

Gathers and records quality certificates issued Manages non conformity discovered at site, both relating to materials

received and construction activities performed, and identifies the most appropriate corrective and preventive actions



Maturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

Intergraph (SmartPlant Material) [C] FBIT (WEL & QUAL / Ncr) [C] SAP (QM) [C] Pinnacle (Matrix) [C] FirstTimeQuality (Quality Plans and Manuals) [C] Omega (MCS) [C]

Plan and monitor technical tests for each item and construction activity according to Project specifications, quality standards and client requirements

Reduced time between Construction completion and Commissioning activities through a detailed planning and monitoring of system completion activities

Improved Construction operations quality by managing non conformity identified at site and executing related corrective and preventive actions on time

66



HSEQ Management (Develop and Share HSEQ Project Plan) [S]

Fabrication (All processes) [S] Transportation & Installation (all processes) [S] Commissioning & Start-up (Pre-commissioning) [S] Commissioning & Start-up (Commissioning) [S]


Work Accounting

67

Description


Records actual measurements at site by considering quantities performed by Subcontractor and related contract price list

Manages all accounting documentations: - Accounting register- Book keeping - Accounting summary- Work Progress- Certificate of payment

Market Information and Key VendorsMaturity

Vendor Competition

Average Vendor Size

low high

low high

small largemixed

IFS (Manufacturing) [C] Bentley (ConstructSim) [C] Coreworx (Oncore) [C] Innovare 24 (STR Vision CPM) [C]

Records accounting for works carried out up to the end of a specific period and shows the cumulative amount both before and after any contractual deductions

Tracks physical progress of construction activities monitoring effective actual quantities performed

Calculates total amounts to be paid to Subcontractor based on actual quantity performed and contract price list



Fabrication (All processes) [S] Cost Management (Cost Monitoring & Forecasting) [S]