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Information
Governance
AVEVA North America Users Group
Jim Purvis
Director, Advisian Digital Enterprise
January 2017
Advisian / 3
We Are Advisian
We provide strategic
and business-level
consulting, integrated
with deep technical
expertise, across the
entire asset lifecycle
with a truly global
footprint, and the
ability to localise
solutions
We offer an agile,
reliable, fit-for-
purpose business
bringing global
expertise and
networks to
customers locally
We provide our
customers with global
best practice solutions
to optimize the
performance of their
operating assets
Advisian
We offer our
customers specialists
in full project delivery
of large, complex,
strategically important
projects
Major Projects Services Improve
WorleyParsons Group
Combination of Strategic, Management & Technical
Consulting expertise
Advisian / 4
From initial concepts, through to delivery, operation and post-closure; our consultants
add value at all stages of the asset and business lifecycle.
Digital Enterprise
The Enterprise of Information
Advisian / 5
Digital Asset
Digital Asset Ecosystem
Digital Sensing
Remote and Instrument Data
Capture and Analytics
Digital Commerce
Cloud based Commerce
Platforms
Software & Technology
Industry Software & Technology
Solutions
The Value of Information Governance
Advisian / 6
 FIATECH has targeted a $300MM/$1B in TIC savings though
innovative project practices
 One FIATECH owner/operator stated that “it is not possible to achieve
any of our improvement targets without improving our Lifecycle
Information Management”
 Conservatively, good governance accounts for 15% of the FIATECH
savings which results in an:
Information Governance opportunity of
$40MM/$1B of TIC
 The value of a correct and complete “digital twin” during the 50
years of operation would be in addition to the foregoing
Project Lifecycle Data Management
Advisian / 7
 Information Handover requirements
 Master Tag Registry
 Master Document Register
 Change Management
 Maintain information integrity
over the project lifecycle
 “Data integrity refers to maintaining
and assuring the accuracy and
consistency of data over its entire life-
cycle” – Wikipedia
FEED Design Construction
Operational
Readiness
Operations
KEY: Requirements Data Flow
Information Governance Stack
8
Information governance is the function of authority and decision-making
which ensures information is treated as a valuable business asset
data governance
information governance
data operations
management
organisational objectives
datamanagementservices
data architecture management
data quality management
reference
& master data
management
document & content
management
metadata management
security
management
information &
data development
data warehousing & business intelligence management
datastewardship
Information Handover Requirements
Advisian / 9
 Meeting Customer “Data Centric” Information Handover requirements
 Communicate the detailed requirements
 Adopt the detailed requirements
 Master Tag/Document numbering definitions
 Data validation and maturity rules
 Information Handover Execution
 What to produce, receive & deliver
 Information maturity (phasing)
 Requirements conformance
Change Management
Advisian / 10
 Information Standards are long-lived, still they do change
 Class Library
 Auditing
 Version control/comparisons
 Impact of changes – who are the consumers?
 Configuring the Software
 Business requirements vs. Software requirements
 Business is stable, Software is transient
 A heterogeneous environment of components
 Proprietary formats
 Disparate requirements
 How to ensure software configuration consistency?
Typical mix of systems
on a project:
AVEVA
Software
2
Suppliers
Software 3
Information Integrity
Advisian / 11
 Ensure Information Standards consistency
 Consolidation – Corporate, Customer, Project, …
 Data integrity
 Data type verification
 Data consistency between deliverables
 Data Completeness
 Data Maturity
 Handover data will be comprised of
the approved data that passes
the required validation/verification
rules included in the information
handover specification
Without Information Governance
Advisian / 12
 Complex manual processes developed on a project by project basis to
develop heat maps for each discipline
 Schedule loses resulting from poor definition of the project scope of work
for each discipline
 Data property issues
 Data property collection templates by
class
 Find that only 20% of Customer
class library applicable to project
 Proper Class library management
without standardization
 ~ 1,000 MH/project
 Owner Operator costs are in the
millions
Achieving Information Governance
Advisian / 13
 Technology
 Evaluated and selected AVEVA Information Standards Manager
 Complement and enhance existing Engineering Data Warehouse and integrated Project
Delivery Systems strategy and capabilities.
 Continuous improvement and development of our standard delivery tools
 Processes
 Developing new Data Management standards
 Continuous improvement, review and update of our procedures, apply learnings to
improve ‘Data Centric’ execution strategy
 People
 Data Centric project execution delivery awareness
 Awareness, ownership and accountability for the quality of data that is associated with the
traditional Tag or Document deliverable, including external 3rd Party Suppliers and
Contractors.
Data Management - Processes
Advisian / 14
 Data Management - Class Library Standard
 Data Management Framework
 Functional Class Codes
 Physical Class Codes
 Document Class Codes
 Functional & Physical Tag Attributes
 Document Attributes
 Naming Rules
 Mapping to our Project Delivery Systems
 Standard delivery environment(s)
 Mapping to Industry Standards
 ISO 15926 http://data.posccaesar.org/rdl/
 USPI CFIHOS
 Project Specific Class Library Review
 Customer specified Class Library
 Initial Review
 Detailed Review
Issued For Review
Project & Customer Specific Class Library Management
Advisian / 15
Project Specific Configuration
Customer specific ‘Data Centric’ Information Handover
Mechanical
Datasheets
Project
Config.
MTR
Project
Config.
P&ID
Project
Config.
Inst. & Control
Project
Config.
3D Modeling
Project
Config.
Supplier
Content
Project
Config.
EDMS
Project
Config.
Electrical
Project
Config.
Customer / Project Specific Class Library
(Layer 2)
Tag, Document Naming
Standards
(Layer 2)
Industry Standards i.e.
ISO 15926
(Layer 2)
WorleyParsons Standard Class Library
(Layer 1)
Goal: To meet & exceed Customer information
handover expectations
Capital Project Timeline
Advisian / 16
PRE-FEED FEED EPC S/U OPS
IM Strategy and
Business case
EPC IM environment
ready prior to EPC start
Limited data
capture and EPC &
OPS IM Spec
Monthly data
handover for
validation
Ops systems
in final phase
of readiness
Validate
handover
completeness
and remediate
as needed
Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.INTERNAL USE ONLY
Capital Facilities Information Handover
Specification (CFIHOS)
 WorleyParsons, AVEVA and many others are committed to
supporting CFIHOS
 AVEVA are active participants:
• Working with the other software vendors to define the CFIHOS
standard for software compliance
• Regular attendees at “Maintenance Calls” and “Physical Meetings”
to help shape the developing industry standard
• Actively supporting our partners in reviewing the CFIHOS
standard using our tools
 AVEVA ISM support for
CFIHOS with a “CFIHOS
standard format” uploader
Industry Standard Datasheet Definition
(ISDD) Project
Purpose
• Fills a gap identified by the OGI Pilot (datasheet
property sets associated with equipment and devices)
• ISDDs are datasheet property Rosetta Stones
• MIMOSA led project, in cooperation with Fiatech
 Provide a practical, standardized way to build,
maintain, exchange and use datasheet related
information, based on existing Industry Standard
Datasheets
Courtesy of Alan Johnson, Mimosa
? Click here to contact the team today!
avevaworld.com
@aveva
/aveva
DISCLAIMER
This presentation has been prepared by a representative of Advisian.
The presentation contains the professional and personal opinions of the presenter, which are given in good faith. As such, opinions presented
herein may not always necessarily reflect the position of Advisian as a whole, its officers or executive.
Any forward-looking statements included in this presentation will involve subjective judgment and analysis and are subject to uncertainties, risks and
contingencies—many of which are outside the control of, and may be unknown to, Advisian.
Advisian and all associated entities and representatives make no representation or warranty as to the accuracy, reliability or completeness of
information in this document and do not take responsibility for updating any information or correcting any error or omission that may become
apparent after this document has been issued.
To the extent permitted by law, Advisian and its officers, employees, related bodies and agents disclaim all liability—direct, indirect or consequential
(and whether or not arising out of the negligence, default or lack of care of Advisian and/or any of its agents)—for any loss or damage suffered by a
recipient or other persons arising out of, or in connection with, any use or reliance on this presentation or information.
Advisian / 21

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Information Governance

  • 1.
  • 2. www.digital.advisian.com Information Governance AVEVA North America Users Group Jim Purvis Director, Advisian Digital Enterprise January 2017
  • 3. Advisian / 3 We Are Advisian We provide strategic and business-level consulting, integrated with deep technical expertise, across the entire asset lifecycle with a truly global footprint, and the ability to localise solutions We offer an agile, reliable, fit-for- purpose business bringing global expertise and networks to customers locally We provide our customers with global best practice solutions to optimize the performance of their operating assets Advisian We offer our customers specialists in full project delivery of large, complex, strategically important projects Major Projects Services Improve WorleyParsons Group
  • 4. Combination of Strategic, Management & Technical Consulting expertise Advisian / 4 From initial concepts, through to delivery, operation and post-closure; our consultants add value at all stages of the asset and business lifecycle.
  • 5. Digital Enterprise The Enterprise of Information Advisian / 5 Digital Asset Digital Asset Ecosystem Digital Sensing Remote and Instrument Data Capture and Analytics Digital Commerce Cloud based Commerce Platforms Software & Technology Industry Software & Technology Solutions
  • 6. The Value of Information Governance Advisian / 6  FIATECH has targeted a $300MM/$1B in TIC savings though innovative project practices  One FIATECH owner/operator stated that “it is not possible to achieve any of our improvement targets without improving our Lifecycle Information Management”  Conservatively, good governance accounts for 15% of the FIATECH savings which results in an: Information Governance opportunity of $40MM/$1B of TIC  The value of a correct and complete “digital twin” during the 50 years of operation would be in addition to the foregoing
  • 7. Project Lifecycle Data Management Advisian / 7  Information Handover requirements  Master Tag Registry  Master Document Register  Change Management  Maintain information integrity over the project lifecycle  “Data integrity refers to maintaining and assuring the accuracy and consistency of data over its entire life- cycle” – Wikipedia FEED Design Construction Operational Readiness Operations KEY: Requirements Data Flow
  • 8. Information Governance Stack 8 Information governance is the function of authority and decision-making which ensures information is treated as a valuable business asset data governance information governance data operations management organisational objectives datamanagementservices data architecture management data quality management reference & master data management document & content management metadata management security management information & data development data warehousing & business intelligence management datastewardship
  • 9. Information Handover Requirements Advisian / 9  Meeting Customer “Data Centric” Information Handover requirements  Communicate the detailed requirements  Adopt the detailed requirements  Master Tag/Document numbering definitions  Data validation and maturity rules  Information Handover Execution  What to produce, receive & deliver  Information maturity (phasing)  Requirements conformance
  • 10. Change Management Advisian / 10  Information Standards are long-lived, still they do change  Class Library  Auditing  Version control/comparisons  Impact of changes – who are the consumers?  Configuring the Software  Business requirements vs. Software requirements  Business is stable, Software is transient  A heterogeneous environment of components  Proprietary formats  Disparate requirements  How to ensure software configuration consistency? Typical mix of systems on a project: AVEVA Software 2 Suppliers Software 3
  • 11. Information Integrity Advisian / 11  Ensure Information Standards consistency  Consolidation – Corporate, Customer, Project, …  Data integrity  Data type verification  Data consistency between deliverables  Data Completeness  Data Maturity  Handover data will be comprised of the approved data that passes the required validation/verification rules included in the information handover specification
  • 12. Without Information Governance Advisian / 12  Complex manual processes developed on a project by project basis to develop heat maps for each discipline  Schedule loses resulting from poor definition of the project scope of work for each discipline  Data property issues  Data property collection templates by class  Find that only 20% of Customer class library applicable to project  Proper Class library management without standardization  ~ 1,000 MH/project  Owner Operator costs are in the millions
  • 13. Achieving Information Governance Advisian / 13  Technology  Evaluated and selected AVEVA Information Standards Manager  Complement and enhance existing Engineering Data Warehouse and integrated Project Delivery Systems strategy and capabilities.  Continuous improvement and development of our standard delivery tools  Processes  Developing new Data Management standards  Continuous improvement, review and update of our procedures, apply learnings to improve ‘Data Centric’ execution strategy  People  Data Centric project execution delivery awareness  Awareness, ownership and accountability for the quality of data that is associated with the traditional Tag or Document deliverable, including external 3rd Party Suppliers and Contractors.
  • 14. Data Management - Processes Advisian / 14  Data Management - Class Library Standard  Data Management Framework  Functional Class Codes  Physical Class Codes  Document Class Codes  Functional & Physical Tag Attributes  Document Attributes  Naming Rules  Mapping to our Project Delivery Systems  Standard delivery environment(s)  Mapping to Industry Standards  ISO 15926 http://data.posccaesar.org/rdl/  USPI CFIHOS  Project Specific Class Library Review  Customer specified Class Library  Initial Review  Detailed Review Issued For Review
  • 15. Project & Customer Specific Class Library Management Advisian / 15 Project Specific Configuration Customer specific ‘Data Centric’ Information Handover Mechanical Datasheets Project Config. MTR Project Config. P&ID Project Config. Inst. & Control Project Config. 3D Modeling Project Config. Supplier Content Project Config. EDMS Project Config. Electrical Project Config. Customer / Project Specific Class Library (Layer 2) Tag, Document Naming Standards (Layer 2) Industry Standards i.e. ISO 15926 (Layer 2) WorleyParsons Standard Class Library (Layer 1) Goal: To meet & exceed Customer information handover expectations
  • 16. Capital Project Timeline Advisian / 16 PRE-FEED FEED EPC S/U OPS IM Strategy and Business case EPC IM environment ready prior to EPC start Limited data capture and EPC & OPS IM Spec Monthly data handover for validation Ops systems in final phase of readiness Validate handover completeness and remediate as needed
  • 17. Copyright © 2017 AVEVA Solutions Limited and its subsidiaries. All rights reserved.INTERNAL USE ONLY Capital Facilities Information Handover Specification (CFIHOS)  WorleyParsons, AVEVA and many others are committed to supporting CFIHOS  AVEVA are active participants: • Working with the other software vendors to define the CFIHOS standard for software compliance • Regular attendees at “Maintenance Calls” and “Physical Meetings” to help shape the developing industry standard • Actively supporting our partners in reviewing the CFIHOS standard using our tools  AVEVA ISM support for CFIHOS with a “CFIHOS standard format” uploader
  • 18. Industry Standard Datasheet Definition (ISDD) Project Purpose • Fills a gap identified by the OGI Pilot (datasheet property sets associated with equipment and devices) • ISDDs are datasheet property Rosetta Stones • MIMOSA led project, in cooperation with Fiatech  Provide a practical, standardized way to build, maintain, exchange and use datasheet related information, based on existing Industry Standard Datasheets Courtesy of Alan Johnson, Mimosa
  • 19. ? Click here to contact the team today! avevaworld.com @aveva /aveva
  • 20.
  • 21. DISCLAIMER This presentation has been prepared by a representative of Advisian. The presentation contains the professional and personal opinions of the presenter, which are given in good faith. As such, opinions presented herein may not always necessarily reflect the position of Advisian as a whole, its officers or executive. Any forward-looking statements included in this presentation will involve subjective judgment and analysis and are subject to uncertainties, risks and contingencies—many of which are outside the control of, and may be unknown to, Advisian. Advisian and all associated entities and representatives make no representation or warranty as to the accuracy, reliability or completeness of information in this document and do not take responsibility for updating any information or correcting any error or omission that may become apparent after this document has been issued. To the extent permitted by law, Advisian and its officers, employees, related bodies and agents disclaim all liability—direct, indirect or consequential (and whether or not arising out of the negligence, default or lack of care of Advisian and/or any of its agents)—for any loss or damage suffered by a recipient or other persons arising out of, or in connection with, any use or reliance on this presentation or information. Advisian / 21