Leveraging BI into Oil & Gas Operations Through GIS

Matt Thomas Sr. GIS Specialist,

Spectra Energy Transmission

Where Do We Start?

3

What are the Critical Success Points?

Formulate a Plan– Commit to a vision, mission

& strategy– Position organizational

structure to support– Understand user needs

Oversee Development– Standardize through

Nomenclature– Create oversight committees

& change control boards

Be Prepared!– Use Nomenclature to prep

data– Develop integration plans– Document workflows – Apply gap analysis where

appropriate

Apply ‘intelligence’ to the data– Carry key attribution elements– Utilize spatial query

capabilities– Provide ad-hoc analysis

capabilities to users

4

Courtesy of NBC

Bring order out of chaos…

Before… …After

Building a Firm FoundationNomenclature/Taxonomy…

5

1. DefineWhat’s the problem?

Who can fix it?What’s the process?

1. DefineWhat’s the problem?

Who can fix it?What’s the process?

2. MeasureCan I explain a problem

with data?

2. MeasureCan I explain a problem

with data?

3. AnalyzeWhat’s the real problem?

3. AnalyzeWhat’s the real problem?

4. ImproveLet’s improve the process!

4. ImproveLet’s improve the process!

6. ReportTell others

Implement best practices

6. ReportTell others

Implement best practices

5. ControlDid we improve?

Did we save money?

5. ControlDid we improve?

Did we save money?

BPIBPIModelModel

Building a Firm FoundationBusiness Process Improvement…

6

1.1a – Create a Location (Region, Business Unit, Area, Segment, Line, Valve Section, Valve Site, Asset Location)

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1.1.1Initiate

GIS Work Order

(Work Order A)

Maximo

Supervisor1.1.2

Create Location Name and ID

per Work Order A & Complete Data

Template

GIS Specialist

GIS

1.1.4Conduct

Nomenclature Check per Work

Order B

Maximo

Nomenclature Sp.

Nomenclature OK?

Maximo

1.1.7Complete

Work Order B

Nomenclature Sp.Yes

Nomenclature Sp.

1.1.8Initiate

EAM Support Work Order

(Work Order C)

Maximo

Nomenclature Sp.

1.1.9Initiate

Drafters Work Order

(Work Order D)

Maximo

To:1.3

Notes:Work orders B, C and D will be created as follow-up work orders. This will link all of them to work order A and allow monitoring via the Related Records tab.

In addition to completing the job plan steps associated with each work order, each department can record notes on the work log for their work order.

A

B

Nomenclature Sp.

1.1.5Email Proposed

Changes to Mapping

Outlook

No

GIS Specialist 1

1.1.6Make Corrections

GISMaximo

1.1.3Initiate / Reinitiate CDS Work Order (Work Order B)

GIS Specialist

From2.1a

1.1b – Create a Location (Region, Business Unit, Area, Segment, Line, Valve Section, Valve Site, Asset Location)

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No

Yes

Geographical Data Update Required?

GIS Specialist 2

Spectra Network

1.1.20Complete

Work Order A

1.1.18Verify

Geopraphical Data is Ready for Distribution

Maximo

GIS Specialist 2

Maximo

Maximo

1.1.21Complete

Work Order C

Role?Role?

1.1.16Load Info into

Maximo & Complete Associated Activities

1.1.14Notify Mapping

via Emailto Update

Schematic File

Role?

Role?

1.1.15Complete

Work Order D

Maximo

EAM Support

1.1.10Attach Pertinent

Information (e.g. Parent / Child)

to Work Order C

Maximo Maximo

1.1.11Attach Pertinent

Information (e.g. Segment / Line

Name ) to Work Order D

Maximo

Role?

A

B

Drafter

1.1.12Verify & Update

Schematics

Microstation Spectra Network

1.1.13Schematics Released for Distribution

Role?

Outlook Maximo

EAM Support EAM Support

1.1.17Notify Mapping

via Email of Added Location

Outlook

1.1.19Communicate

Geographical Data Results

to EAM Support

GIS Specialist 2

Maximo

End

From:2.3.22

1.3 Gap Analysis

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MS Access

CDS Data Analyst

1.3.8Monitor Gap

Analysis Report Weekly to Ensure

Items Are Corrected

1.3.11Make Corrections

as Required

Drafters

Microstation

1.3.1Run GIS Queries

GIS

CDS Data Analyst

Maximo

1.3.2Run Maximo

Queries

CDS Data Analyst CDS Data Analyst

MS Excel

1.3.3Run Schematic

File Queries

1.3.4Compile Data from GIS, Maximo and

Schematic File into Access Database

CDS Data Analyst

MS Access MS Access

1.3.5Identify

Discrepancies Between Data

Sources

CDS Data Analyst CDS Data Analyst

MS Access

1.3.6Create Maximo Work Orders to

Distribute Weekly Gap Analysis

Results

Urgent Item(s) Not Completed

(1) ?

EscalationProcess

AgedItem(s) (2)?

MS Access

1.3.8Note Issue and

Expected Completion Date

CDS Data Analyst

Maximo

1.3.7 Follow Work Order String to

Current Assignee

CDS Data Analyst

Yes

No

Aged Items Report

NOTE:(1) Urgent Items result from compliance requirements. This condition applies when CDS Analyst has spoken to the responsible person and the agreed expected completion date has passed.

(2) Aged Items refer to items that CDS Analyst has researched and spoken to the responsible person, but the agreed expected completion data has NOT passed.

From:1.2a

From:1.4a

Location or Asset?

Location or Asset?

To:1.4.7

To:1.5a.1

Location

Asset

To:1.4.7

To:1.5a.1

Location

Asset

2.2 – Nomenclature Establishment

Bu

sin

ess

Use

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om

plia

nce

Da

ta S

yste

ms

(CD

S)

Start

2.2.2Receive

Nomenclature Inquiry or Request

Email / Phone

Nomenclature Sp.

EDGE

2.2.3Direct Requestor

to EDGE Nomenclature Documentation

Nomenclature Sp.

Existing Nomenclature?

Yes End

Template

Nomenclature Sp.

2.2.4Send

Nomenclature Template to

Business User

No

Business User

2.2.1Request

Nomenclature Add / Delete / Edit

Email / Phone

Complete Nomenclature

Template

Template

Nomenclature Sp.

2.2.5Review Completed

Template

Nomenclature Sp.

Manual

2.2.6Confirm Unique Value for Data

Element Category

Nomenclature Sp.

Manual

2.2.7Validate

Nomenclature Against Industry

Standards

Manual

2.2.8Validate

Nomenclature Against “Do Not

Use” List

Nomenclature Sp. Nomenclature Sp.

2.2.9Submit to CDS

Manager for Approval

Template

Approved?

EDGEEDGE

Nomenclature Sp.2.2.12

Notify Business Owner of New

Nomenclature & Provide Link to

EDGE

2.2.11Verify that

Updates have been Published on

EDGE

Email

Nomenclature Sp.

2.2.10Update Applicable EDGE Documents

Nomenclature Sp.

No

Yes

Nomenclature Sp.

EDGE

2.2.13Post

Announcement on EDGE Homepage

As Required

Building a Firm FoundationUnderstanding Workflows…

7

Understand the Users & Their Needs

Operations

Business Development

Technical Services Management

• Access to near real-time positional data

• Clear & concise information

• Ability to report back on data errors

• Access to latest operating schematics

• Access to source data

• Ability to update data

• Ability to create QA/QC reports

• Peripheral applications

• Accurate positional info

• Access to 3rd party data

• Red-line tools

• Ad-hoc printing

• Ability to see “big picture” elements

• Uncomplicated interface

• Combination of data sources to form a single output

• Accurate reports

8

Initial Focal Points…

• Pipeline Integrity Assessment Plan

– Identify need and gaps between “as-is” and “to be”

– Implement phase one

– Position for phase two

• Integration of Existing Applications with GIS

– One Call

– Maximo

• Provide Tools for Accessibility

– Web-based GIS

– ROW viewer

– Mobile computing solution

9

What is the business need…

•Create an automated system to manage assessment planning details and replace paper forms.

•Develop cost-effective measures for maintaining these details and providing access to various users in the form of paper reports and/or geographic representation (through a GIS interface).

•Marry assessment details to subsequent mitigation and remediation activities

Initial Focal PointsPipeline Integrity Assessment Plan…

10

Integrated Components…

•Inspection Location– Serves as the integration key value– Sourced from (and owned by) GIS– Reflects “as-is” pipeline configuration

•HCA History– Maintained as part of annual HCA program– Helps establish risk

•Risk Model– Quantifies priority

Initial Focal PointsPipeline Integrity Assessment Plan…

11

Pipeline Integrity Assessment PlanExisting Forms

12

Pipeline Integrity Assessment Plan Inspection Locations…

13

Pipeline Integrity Assessment Plan Ledger-based Transactions…

14

Pipeline Integrity Assessment Plan Change Management…

15

Assessment Planning

Assessment Planning

Inspection Location

Inspection Location

HCAHCA

RISKRISK

ILIILI

OneCallOneCall

EAMEAM

G/PRISMG/PRISM

PACMANPACMAN

Pipeline Integrity Assessment Plan Systems Connectivity Model…

16

Provide Effective Oversight & ControlsProvide Effective Oversight & Controls

Initial Focal PointsWeb-based GIS…

17

Initial Focal PointsIntegration with Maximo…

18

Initial Focal PointsIntegration with One Call…

19

Initial Focal PointsROW Viewer…

20

Initial Focal PointsROW Viewer…

What Has Changed?

22

FRAMME EWEB

Reports

Construction Survey Imagery

Standards

System Maps

Alignment Sheets Operating Schematics

WorkMgmt

OCS(Petris)

P/L Integ& Risk

X-MAP(DeLorme) ?

Queries Lease Data

Gas Measure-

ment

CoreGIS

EDGE& Share

Point

What has Spectra Energy Changed?As-Built Information…

23

What has Spectra Energy Changed? Proactive Data Gathering…

24

What has Spectra Energy Changed? Corridor Management…

Design PhasePreliminary

SurveyConstruction

As-Built Survey

As-Builts Completed

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

No No No

Yes

Yes

Operations Data Access (“In the know”)

Design Phase Preliminary Survey

ConstructionAs-Built Survey

As-Builts Completed

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Yes

Yes

Yes

Yes

Yes

Operations Data Access (“In the know”)

Route

Location &

Station S

ites

0 months 12+ months1-4

months8-12

months

TIMELINE

4-8 months

TIMELINE

Proposed

Routes &

A

lternates

Surveyed R

oute, S

tructures, etc.

Route

Location &

Station S

ites

Valve

Locations, O

perating Inform

ation

Detailed

As-B

uilt D

ata

Detailed

As-B

uilt D

ata

0 months 12+ months1-4

months8-12

months4-8

months

Existing As-Built Data Flow

Proposed As-Built Data Flow

Schematics Generated

Schematics Generated

Design PhasePreliminary

SurveyConstruction

As-Built Survey

As-Builts Completed

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

Data sent to Houston?

No No No

Yes

Yes

Operations Data Access (“In the know”)

Route

Location &

Station S

ites

0 months 12+ months1-4

months8-12

months

TIMELINE

4-8 months

Detailed

As-B

uilt D

ata

Existing As-Built Data Flow

Schematics Generated

What’s Next?

27

What’s Next For Spectra Energy?

•New Systems to Better Position Technical Infrastructure

– Esri implementation for CORRMGT (Corridor Management) to work alongside Intergraph platform

– Raster management utility

– Integrated business processes managing information handoff between upstream activities (i.e. E&C) and operation services

• Improved Data Mining Tools

– Implementation of an executive/management dashboard

– Silverlight-based web application

– Implementation of operations ROW GIS

28

P/L Integrity

Data

Maximo

One Call

EDGEMap

Operating Schematics

Land Base Imagery

Quads Other Data

3rd Party Electric

3rd Party Pipeline

X-MAP

BSDI Project Data

E&C Project Data

Alignment Sheets

Facility Drawings

DOT Reports

Facilities Reports

Company Nomenclature Resources

System Maps

Public Awareness

Links & Information

Graphic Alignment

ReportIntegrity Reports

Risk Assessment

asset

details

location

details

Corridor Mgmt

ROW & Lease Data

GPRISM

What’s Next For Spectra Energy?System Integrations…

Executive/Management Dashboard

29

What’s Next For Spectra Energy?Management Dashboard…

30

MonitorMonitorDashboards, scorecards and alerts

AnalyzeAnalyzeDrill down, exception reports, root-cause analysis, multidimensional

analysis

ReportReportDetailed operational data

Sharing standardized reports

PlanPlanCreate plans, models and scenarios, which are then fed back into the monitoring

layer and encoded as targets and thresholds.

?

What’s Next For Spectra Energy?Management Dashboard…

What’s to be Gained?

32

Impact of Changes

•Direct Cost Benefits

– Net savings in aerial imagery program of 20-30% annual budget of $600,000 (U.S.)

– Potential savings of 80% annual operational support budget for Pipeline Integrity activities

– 50% reduction in As-Built costs ($300,000 U.S. annually)

– Home-grown GIS viewers allow control over application costs

• Intangible Benefits

– Better situational awareness across enterprise

– Improved communication

– Improved confidence resulting from better transparency

33

What is Still a Struggle?

•Organizational changes shift momentum

• The gap between the central office & the field is still wide

• Engineering: the notion that the project ends when the gas starts flowing!

• “It’s worked for 20 years – why change now?”

•Gaining universal acknowledgement that data IS a company asset

• Keeping data confidence high

• Like everyone, lots of work/limited resources

It IS improving…

35

Thank You for Your Time!!!

QUESTIONS?

Matt ThomasSr. GIS Specialist,

Spectra Energy Transmission