1. Asset Information Management
An IT Perspective
Bob Mick
VP Emerging Technologies
ARC Advisory Group
bmick@arcweb.com

2. Agenda
Asset Information Management IT Landscape
• Processes
• Software & Systems
• Information
AIM IT Strategy Considerations
• AIM Organization & Principles
• AIM Methods & Processes
• AIM Solutions – A hi
S l i Architecture, Applications & T h l
A li i Technology
The Big Questions
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3. AIM IT Landscape

4. AIM Is a Comprehensive View of Asset Life
Includes Three Sets of Connected ALM Processes
Ramp
ALM Processes Up AIM Processes
Manage Func Oper Manage
Asset Rdy
Assets Asset Information
Assm Peak
Asset Perf
Operate &
O
Optimize
IS
Spec Mods
Design Maintain
& Build & Improve
IS IS
Proj
P j
Liab
Plan
But …
Des ALM & AIM Processes
Cash
Basis Are Not Completely
Idea Separable
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5. Many ALM Processes Are Embedded in Applications
There Are Also Cross-Functional Information Needs and Gaps
Information Embedded
in Applications
Important to Multiple
Domains
Operate &
Collect
Introspect Optimize Access
Structure IS Transform
CAD Publish
Transform
PDF Other
Images Cross Functional Software
Text Applications
Data
…
Design Maintain
AIM Information & Build & Improve All AIM
Not Controlled by
y Information
DOM Applications IS IS
AIM Internal ALM
External Team
ALM Members
Partners
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6. What Software and Systems Are Involved?
Diverse Information, Workflow, Roles, Data Owners …
Product Reliability Analysis
Lifecycle Enterprise Enterprise & Maintenance
Management
g Resource Asset
Planning Management Plant Predictive
“ERP” Maintenance
Drawing Design &
Build Maintain &
Management Improve
Performance
CAD Management
Packages Contains or Production
Uses Asset Plans, History
Engineering
g g
Information And Records
A dR d
Content/Data
Operate &
Management Optimize
Operating &
Technology Safety Procedure
Project Platforms
Management
Scheduling General Portals
Tools Document & Content Incident
Management Management Management
Project
Management Databases
Mobile Document Automation
Solutions Publishing Process Control
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7. AIM Supports ALM Information Needs
ALM Processes, Workflow, Analysis, Reporting …
Operate &
Optimize
Design &
D i Maintain
M i t i &
Build Improve
Collect Projects, Tests, Production Orders, Work
CAD Transform
T f Orders, Reporting, Analysis …
O d i l i
PDF Distribute
Images
ALM Business Processes & Workflow
Text
Data
…
External Asset Information
Sources Management
AIM
Reference Information & Activity Records
A Comprehensive View of Asset Information
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8. Diverse Information - Throughout an Asset’s Life
Originate and Re-purpose Information for Roles
Functional Design Procedures Commercial Status History
• Process • Process • Project Mgmt • Financial Analysis • Project & Site • Source &
Specs
S Design
D i • Install/Test • CAPEX • Procurement Build History
B ild Hi t
• Process • P&ID • Descriptions • Depreciation • Operational • Operating
Models • Equip Layout, of Operation • OPEX Status History
• Process Calcs Design, • Operating • Purchasing • Performance • Maint History
• Flow Diags BOMs • Insp & Maint Records • MRO • Inspection
• Equip Calcs • System • C tifi ti
Certification •WWarranty &
t Inventory Records
• Equip Specs Detail Design Reqs Repair Records • Training • Incident
• Func Designs • MRO BOMs • Lockout & • O&M Service Reports
Safety Reqs Agreements • People
Certifications
Reference Data Activity Records
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9. The “Information” in AIM Is More than Documents
AIM Solutions Are Moving Toward Information as Data
CAD Drawing P&ID Relational
File Cabinets PDF Drawings Data Schemas
Folders Proprietary Object Data Proprietary
Archives Metadata Linkages
Paper Document AIM Data
Drawings File System Viewers
Specifications Portals Document
Letters ECM Generators
Gene ato s
Contracts Viewers
Files
Archives
Drives AIM Architecture and Selection of Solutions
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10. General AIM Information Model
Asset Info Ranges from Paper Drawings to Operating Data
Organized by Organized By
Document Documents “List” or “Object” Data
Formats Formats
Files Database Proprietary
• Paper •
• Image • RDB
• DWG, … • Object DB
“Drawings”
• XML P&ID
Attribute
ID
Asset (Object)
Value
P-300-27
Note
“Data” • XML
Std XML
Type CPump
Std XML
DFlow 200 CFM
• Installation
PR-MAX
Material
3.5
Ni-222 Internal
Instrument Lists •
• … Electrical Equipment lists • …
Piping Bill of Materials
… Assemblies
Virtual Views P-300-27 Sub-Assemblies
Standards
Performance
D-300-2003
History
…
Virtual Models
Meta Data
P-300-27
Asset (Object)
Attribute Value Note
ID P-300-27
Type CPump
C
DFlow 200 CFM
“Documents”
PR-MAX 3.5
Manuals
Operating Procedures Material Ni-222 Internal
Maintenance Procedures
…
Formal Structures
Structured Information Enables Higher Productivity
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11. But We Have Been Building and Running Plants?
Why Do We Need to Change? Next Generation AIM?
ALM Requirements IT Methods Technology is
Are Changing Are Evolving Evolving
“Traditional ways of doing
Traditional Cross Functional
projects are now obsolete” Collaboration
AIM Organization
“Have practices, but everyone Stakeholder Roles Secure
has a different understanding” Responsibilities Role-based
Ownership Environment
“Needs analysis Standardized Process &
did not account for me” Practices & Workflow
AIM Procedures Automation
“The information I need
is not being collected” Strategies & Standardized Implementation
Solutions Information Flexibility
“It takes too long to
find information” Architecture for Selection of
Information Solutions &
Sharing Technology
“Can not trust information”
Governance, Tracing,
“The corporate solution is Monitoring Auditing
inadequate and obsolete” Change Management Alerts
Training Ease of use
“We have too many Stakeholders Domain Terminology
local solutions”
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12. AIM IT Strategy Considerations

13. The ALM Objective: Good Asset Information
To Be Useful, Asset Information Must Be …
Complete
• All information for every asset in every relevant category
Accurate
• With respect to the existing situation
Consistent
C i t t
• Across all drawing, document and object instances
Timely
• Reflects the current situation with reasonable measures of “real-
time”
Accessible
• By authorized ALM stakeholders using reasonable knowledge, in a
form that conveniently meets their needs
Asset Information is “good” when it is trusted
good
and used by people in their decision making
across all of the ALM processes.
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14. Develop an AIM Vision & Strategy
You Are Doing AIM Now – Where Do You Want to Go?
AIM
ALM Requirements Organization
Analyze
AIM As-Is
As Is & Principles
p
& Plan
AIM
Strategies &
Solutions
Architecture,
Then Tackle AIM Applications,
a Piece Methods & Technology
at a Time
t Ti & Processes Platform
AIM Programs Can Be As Big As You Want
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15. AIM Organization & Principles

16. AIM Organization & Methods
What Level of AIM Initiative Can Your Business Support?
Do you have an existing organizational capability
including executive sponsorship to?
Define and sell an AIM vision
Quantify AIM business benefit
Address cross-functional AIM requirements
cross functional
Analyze existing practices and recommend changes
Identify information needs for end-to-end ALM processes
Identify the key information stored in diverse ALM applications
Define and manage enterprise architecture
Develop a common information sharing strategy
Standardize information management practices, including
St d di i f ti t ti i l di
identifying information owners
Standardize information structure, semantics …
Find and address data quality problems
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17. Define AIM Principles
Align Stakeholders and Other IT Initiatives
Always articulate the business benefit
Always consider a transition requirements up front
AIM strategy drives technology decisions
Prioritize and manage change formally
Consider all stakeholder information requirements
Focus on people productivity
Securely share consistent information
Build data quality into ALM and AIM processes
Minimize technology diversity
Align AIM with other IT initiative
Ali ith th i iti ti
…
Each Business Will Have Th i Own
E hB i H Their O
Set Of AIM Principles
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18. AIM Methods & Processes

19. Is AIM Like Other Information Management?
Yes, But a Different Set of Apps, Data, Players, Issues …
Involves many applications in several domains – Design,
ERP, Ope a o s Management, EAM …
, Operations a age e ,
Cross-Functional Processes – Loosely linked to product
Requires Integration - Also need a way to fill gaps
Needs i d t
N d industry standards – It’ own, ISO 15926 …
t d d It’s
Diverse Stakeholders and Information Owners –
Engineering, Purchasing, Operations, Maintenance,
Finance, C t
Fi Contractors …
t
Information Sharing is a primary goal – Re-purpose
Low Productivity – Finding, re-entering information …
y g, g
Data Quality is a concern – Correct, complete, timely …
Diverse Formats – Paper, Files, Data, Linkages …
Large volumes at some steps – Facility handover
Describes assets that change – As-built
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20. Is AIM Like Other Information Initiatives?
Yes, AIM Has Many Similarities
Relationship to:
PIM – Product Information Management
CDI – Customer Data Integration
FDI – Financial Data Integration
AIM
Data Sharing Data Unification
Enterprise
Master Data
Information
Management Data Governance
Integration
Data
Standardization Data Validation
Data Quality Knowledge
Management Management
Utilize Best Practices, Lessons Learned and Technologies
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21. Does Your AIM Have a Data Quality Problem?
Poor Data Quality Means Information is Unusable
Do You Have: Explanation AIM Impact and Cost Examples
Outdated and Information is obsolete or Process errors, poor decisions, missed
Wrong Values entered incorrectly opportunities, waste
Missing Information Missing information increases manual
Incomplete efforts, creates inconsistencies, increases
Definitions search failures
Ambiguous No units, inconsistent units, Design errors, search failures,
Information unrecognizable abbreviations duplication, manual validation
File formats, multiple Manual reentering, error prone
Inconsistent proprietary formats or conversions
Formats schemas
Same labels different Unrecognizable information, manual
Inconsistent meaning - different labels, mapping, poor decisions, high IT costs
Semantics same meaning
Different English, French, Spanish, Unusable information, redundant
National Chinese, …, units, dates, … suppliers, higher costs, lost opportunities
Languages
Same or similar items Leads to duplicate engineering, lower
Redundant defined in multiple places buying power, errors in reporting, higher
Items MRO costs
Yes, Many AIM Issues are Really Quality Problems
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22. A Data Quality Perspective Is Essential for AIM
Awareness Is Typically the First Data Quality Challenge
Business
Business Situation
Objective
In
ncreasing Or
Corporate strategy implemented and steps for assuring
Excellence adequate data quality are part of other processes –
lowering the cost of assuring data quality
Value of data quality recognized at a high level,
Coordination supporting corporate-wide strategy, service architecture
strategy
rganizationa Capability
and standardization of solutions
Developing and implementing techniques to prevent
Prevention deterioration of data over time.
Development of re-usable data quality services
al
Finding and sizing the impact of quality problems.
Cleanup Executing Data Quality Initiatives to correct problems
with sufficient return
Building awareness of the problem. Living with quality
Awareness issues and doing what is necessary to complete tasks
y
Build Data Quality Steps into Your AIM Processes
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23. Is AIM Like Master Data Management (MDM)?
Yes, MDM Offers Many Practices that Apply to AIM
Objective Process
Increasing M
Integrated process to remediate problem data
Exception
including both automated and manual remediation as
Management required.
Actively enforce master data standards; provide data
Governance stewards with process and quality metrics so they can
drive continuous improvement.
improvement
MDM Proces Maturity
Re-standardize information to meet the requirements
Repurposing of external systems in terms of format, vocabulary,
language, classifications, description lengths etc.
Verify information against standard libraries. Build
Validation domain specific libraries
ss
Matching Match & de-duplicate item records
Fill-in gaps in required data including attributes,
Enrichment descriptions, classifications etc.
Recognize,
Recognize extract and restructure item information
Standardization according to master data standards
Define Your AIM Requirements
Then Consult With Your MDM Team
For Good AIM Practices
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24. AIM Is A Blend of Best Data Mgmt Practices
Develop Your AIM Foundation
Standardization
• Data Mastering
• Repurposing Master Data
Data Quality
Governance Management Management
• Single Owner
• Change Events
Automation
• Workflow
• Synchronization Enterprise Information
Data Q lit
D t Quality Architecture
A hit t
• Common Access Services
• Data Q y
Quality Services
Remember That Domain Applications Have A Role
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25. AIM Solutions:
AIM Architecture, Applications & Technology Platform
hi li i h l l f

26. AIM General Requirements – Functions to Address
AIM Solutions Consists of Multiple Apps & Technologies
Function Description
Independent storage of information to enable filling application gaps. Support both
Information centralized and federated strategies. Parses AIM content in support of asset information
Management structure, asset objects, categories and relationships. S
t t t bj t t i d l ti hi Supports change management and
t h t d
versioning.
Information Supports loading, validating, transforming and categorizing asset information from
Loading applications and legacy formats.
Standardization Supports industry standards for structuring and exchanging asset information.
Includes tools for integration to common applications containing asset information, with
Integration prebuilt integrations for Engineering, Maintenance and EAM applications.
Information Supports data quality strategies, including validation and quality checks at critical points in
Quality information flows. Aligns with corporate Data Quality and MDM programs.
Information Provides common asset i f
P id t information services di
ti i directly usable b workflow, visualization,
tl bl by kfl i li ti
Sharing analytics and other similar elements. Provides information in common formats.
Role-based with tools appropriate for AIM players. Includes visualization of AIM content and
User Interface collaborative workflow. Integrates with popular enterprise portal frameworks.
Terms and Language of AIM should be built into solutions to be effective for AIM players: Engineering,
Concepts Operations, Maintenance, etc.
Operations Maintenance etc
Provides an environment and workflows for collaborations in all ALM domains. Includes
Collaboration capability to create and exchange packages, markups, comments, as-built, etc.
Includes specific capabilities for associating asset information with engineering projects. For
Projects example, includes as-built concepts and handling of multiple concurrent projects.
Workflow Includes AIM specific workflows. Can be configured by AIM players.
Provides metrics on workflows and content changes. Easily integrates with common
Analytics enterprise analytics software.
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27. Sharing Asset Information Is the Objective
What Level of Strategic Technology Platform Is Needed?
Common
Technology Domain
Role-Based User Interface
Platform (Portal & Mobile)
Applications
Collect
Introspect O&O Access
Structure IS Transform
CAD Publish
Transform
PDF
Other
Images
Software
Text
D&B
& M&I Applications
Data
… IS IS
AIM Information Not All AIM
Co t o ed
Controlled by Information
DOM Applications Data Stores
Local/Remote
An AIM Technology Platform
Fill Gaps and Provide Common Capabilities
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28. AIM Integration-Centric Architecture
One Option Is Just Integrate Domain Applications
Users work in One or More Application Environment
Collect
CAD Transform
PDF Distribute
Images AIM Integration Archives
Text
Data
… Domain Domain Data Stores
Common
Applications Applications • MDM
External Asset
• Design • ERP • Data
Sources Information
• Engineering • OM Warehouses
• Proj Mgmt • EAM, Maint • Databases
Reference Information & Activity Records
Each May Utilize Content Management, Portals,
Integration and Workflow Engines …
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29. Integration-centric AIM Architecture
Design and Build Centric
Requirements Load and Maintain
As-Built
Eng Firms Engineering Business Site Asset Mgmt
Systems Systems Systems Systems Systems
Drawing Mgmt ERP Ops Mgmt EAM, CMMS
CAD … … Maintenance
Project Scheduling Reliability
EPC …
Project Mgmt Incident Mgmt
Systems
Handover
Enrich Asset Generate &
Including Review & Information Share Asset
Approval Processes Information
Overall AIM Data Management May Not Be Clear
Sharing Is Difficult – Downstream Needs?
Feedback is Not Likely to Happen
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30. Integration-centric AIM Architecture
Selected Application-Centric
Business
System
ERP For Example, could
p ,
… be Engineering
System As Well
Requirements
Eng Firms Engineering
Systems Systems
Drawing Mgmt Site Asset Mgmt
CAD
Project Scheduling
Systems Systems
EPC … Ops Mgmt EAM, CMMS
Project Mgmt
j g
Systems
S t … Maintenance
Reliability
Handover Load and Maintain Incident Mgmt
As-Built
Including Review &
Approval Processes
Generate &
Share Asset
Information
Extensibility is Challenged on Selected App
Sharing Is OK for the Selected App Users
Feedback Flows Likely to be Expensive
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31. AIM Technology Platform-Centric Architecture
Enables Common Environments and Flexibility
Role-Based Workspaces Visualization
(Portals, Mobile) (CAD, P&ID …)
Collect AIM Workflow Analytics, Metrics
CAD Transform & Integration (BI)
PDF Distribute
Images Common Asset Information Archives
Text
T t Access Services
Data
… Applications Common MDM
External • Design Asset Data
Sources • ERP, OM Information Warehouses
• EAM Maint
EAM, …
• Proj Mgmt
Reference Information & Activity Records
A More Comprehensive AIM Solution
And a Bigger Commitment
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32. AIM Technology Platform-Centric Architecture
A Foundation for Filling Gaps and Consistent Environments
Common Work
Environments Role-Based Workspaces Visualization Applications
(Portals, Mobile) (CAD, …) Support
New Workflows and
Applications Analytics, Metrics
AIM Workflow & Integration (BI)
Standards
(ISO 15926, …) Common Asset Information Access Services
Requirements
Load and Maintain
As-Built
Eng Firms
g Engineering
g g Common AIM Business Site Asset Mgmt
g
Systems Systems Information Systems Systems Systems
Drawing Mgmt ECM ERP Ops Mgmt EAM, CMMS
CAD Portals … … Maintenance
Project Scheduling Database Reliability
EPC … MDM
Project Mgmt Incident Mgmt
Systems …
Handover
Common AIM
Repositories
Including Review & Enrich Asset Generate &
Approval Processes Information Share Asset
Information
Comprehensive Asset Information Management
More Complete Information Flows - Feedback
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33. Can Emerging Technologies Help?
Promising New Technologies Are on the Way
MDM & Data Quality Practices and Tools are evolving
• Becoming part of IT Fabric (Platform, Apps, Workflow …)
(Platform Apps )
Role-based User Environments with Built-in Workflow
• Focus on People Needs, More Productive, Enabled
Evolving Collaborative Environments
E l i C ll b i E i
• Suppliers Delivering Web 2.0, Social Networking …
Information Sharing and Re-use
• Unifying Enterprise Information Models, Document Structuring
• Service Approaches
AIM Specific Solutions
• Aware of Asset Information, Virtual Models …
• Becoming More Comprehensive
New Te h olo ie E ble Ne t Ge e tio
Ne Technologies Enable Next Generation AIM Solutions
Sol tio
Who Should Actually Create Them?
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34. Your AIM Strategy
… The Big Questions

35. Getting Started
What AIM Capabilities Do You Need?
AIM
ALM Requirements Organization
1. Analyze
AIM As-Is
As Is & Principles
p
& Plan
AIM
Strategies &
Solutions
Architecture,
2. Then Tackle AIM Applications,
one Piece Methods & Technology
at a Time
t Ti & Processes Platform
Start with a Vision – Include All Stakeholders
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36. The Big Questions
What AIM Investments Can You Justify?
How do I Determine My AIM Strategy?
Can My Organization Support a Comprehensive AIM?
Why Not Use My Existing Information Mgmt Practices?
Should I be Document, Drawing or Data-centric?
Do I need a Common AIM Platform or Just Integrate?
What Technologies Enable Next Generation AIM?
Are Next Generation AIM Solutions justified?
Who Should Make AIM Solutions?
How U
H Urgent A
t Are Y
Your AIM N d ?
Needs?
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37. Thank You
For comments or additional information on this topic please
contact the author at bmick@arcweb.com.
For information about ARC’s upcoming Events please visit our
web site at www arcweb com and look under “Events”.
www.arcweb.com Events
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