IBM Integrated Operations Services help chemical and petroleum companies perform sophisticated analyses of field production using real time data based on key performance indicators across the business. Read this executive brief to find out how this has an effect on your bottom line.

1. IBM Global Business Services
Executive Brief
Chemical & Petroleum
Chemical and Petroleum
Integrated Operations Services

2. Realizing production performance improvement Visibility and Decision Making are vital for
with IBM Integrated Operations Services Chemical and Petroleum Producers
Chemical and petroleum companies can achieve improved The ability to make timely, smart business decisions about
and quicker decision-making across their production operations and production performance directly drives the
operations through an advanced and powerful set of overall effectiveness, efficiency, and production that comes from
business capabilities known as Integrated Operations a plant, a field, and the equipment and assets supporting them.
Services (IOS). These unique business capabilities and tools Unfortunately, in most chemical and oil production operations,
provide engineers, operators, and production supervisors the information needed to make these vital business decisions
with enhanced visibility and information to their large and is often “too little too late” to be truly effective.
complex array of equipment and assets within their production
operations, plants, and oil fields. The result: an improved Production supervisors, engineers, and operators face many
ability to perform sophisticated analysis and to take decisive challenges getting the information they need. They do not
action through real-time production information, event have timely and contextual visibility of their field assets. They
management, collaboration, and connectivity. often have to perform their calculations in a piecemeal fashion
as their data is delivered in different measurements and
Highlights: formats, with some information barely available at all. Critical
business information may be delivered via crude alarms or
• Improve productivity from real-time visibility of
belated reports, and often not in a context that promotes better
measurements with data-driven visualization of your entire
understanding or action. Sharing information and acting on it is
production operations, plant, or oil field.
relegated to unconnected systems and old-fashioned means of
communication.
• Achieve better cost control, increased production, and
optimized operations through access to KPIs that measure
IBM has an answer: Integrated
real performance against manufacturer and industry
Operations Services (IOS)
benchmarks.
With a new set of business capabilities, functions, and on-
line tools, IBM can help chemical and petroleum production
• Reduce planned and unplanned shutdowns to maximize
operations achieve their vision for integrated operations
production and avoid maintenance costs.
to drive increased profitability, performance, and safety.
These capabilities comprise a set of component business
• Speed decision making with sophisticated, intelligent alerts
services called IBM Integrated Operations Services (IOS).
and events
They provide integrated real time visibility across oil fields,
pipelines, refineries, chemical plants and other assets enabling
• Coordinate and collaborate with your experts, maintenance
operational leadership to visualize and act upon critical
personnel, and business planning functions, including
operational data and events.
distribution and finance.
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3. Figure 1 shows how different users and systems access new and functions across the enterprise using an intuitive,
business value via an IOS-enabled environment. The key hierarchal, and visual interface. This component enables
components of the IOS are: production personnel to:
• Production and performance reporting • Visualize contextual oil field information: View the entire oil
field in a fast and intuitive graphical interface where data from
• Condition based monitoring every sensor and machine is available in hierarchal levels of
detail, ready for analysis and decision making.
• Intelligent alerts & event management
• Create situational awareness and understanding to make
• KPIs and production calculations better and faster decisions on factors such as production
efficiency, drilling efficiency, or overall cost control.
• Collaboration for decision making
• Obtain a single point of information access for the entire
Production and performance reporting plant, production operation, well platform or field.
Perform deeper and more sophisticated analysis of chemical
and oil field production, viewing all KPIs and measurements in • Provide a defined synoptic or graphic for all aspects of
the right business context, for both real-time decision-making operation in an area with drill downs to lower levels of an
and operational planning. This provides a single source aggregated area to look at measurement details.
access point for users to manage all applications, services,
• Create and modify graphical displays to best fit business
needs.
Figure 1: Integrated Operations Services
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4. Condition based monitoring
Imagining better productivity through IOS Condition Based Monitoring of Rotating Equipment provides
visualization, alerts, and collaboration an enhanced capability to undertake predictive monitoring
Understanding the broad and powerful functionality of and alerting against critical components in both upstream and
IOS is only the beginning of seeing how transformative downstream production environments. Capabilities include:
these new capabilities can be. Imagine a productive
• Setting triggers and defining monitoring regimes appropriate
supervisor with full visibility of his plant or oil field
to specific environments and to provide pertinent
spread across LCD monitors, with each asset or
virtualizations of results.
machine represented by an animated icon, with each
instance on the computer screen displaying metrics
• Performing analysis of equipment performance that can be
in an apples-to-apples way, regardless of the age or
enabled on an ad-hoc or regularly scheduled basis.
manufacturer of the device. The supervisor is able to
spend his time optimizing the production operation and
• Delivering broader and more frequent comparisons and
finding new ways to produce more – not searching or
enabling performance views to be delivered across assets or
compiling data.
between equipment manufacturers.
Now imagine a problem occurs, perhaps a key machine
• Initiating manual or automatic processes from alerts
or asset is under-producing or an important performance
including raising work orders automatically in maintenance
metric is askew. IOS discovers the problem and sends
systems.
an intelligent alert, complete with the necessary data,
to the production supervisor. Instantly, other experts
are brought online via the collaboration technology Intelligent alerts & event management
to view and solve the problem. An electronic alert is This service provides a sophisticated system of gathering
automatically sent to a field technician to repair the data real-time, applying complex business rules and predictive
problem, and both a work order and an update is sent models, and executing business actions in the forms of
to the asset management system. alerts and system events to consuming users, services or
applications. Capabilities include:
Imagine that the problem is solved in record time
• Intelligent, predictive, and sophisticated alerts that
and that the event instance is stored forever as both
drive information and action to both human and system
a predictive measurement and ready-made solution
participants, based on priorities, profiles, deviations
to prevent future happenings. Supply chain and
from trend norms, and all delivered based on recipient
distribution planners are instantly aware of the event
preferences (e.g., web, device, email, phone).
and are able to rerun production analyses and forecasts.
These types of changes characterize how real change
• Graphical animations of associated graphical displays to
and real performance benefits can be delivered through
better indicate and illustrate the alarm occurrence.
IOS.
• Alert acknowledgement, adding of comments and ability to
archive events for future modeling.
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5. KPIs and production calculations Collaboration for decision-making
The KPI and production calculation service enables tracking Seamlessly share data and collaborate with other knowledge
of business-driven KPIs and performance metrics. The result workers, including technical resources, management, expert
is improved operational measurement, reporting, forecasting, advisors, engineers, operators, maintenance personnel, and
operational planning, and decision-making. Capabilities upstream/downstream supply chain practitioners for better
include: decision making. Capabilities include:
• Providing a graphical means to generate, view and • Enabling or extending the ability to collaborate with experts
manipulate key performance indicators. on challenges and solutions from an exciting new vision of
the business control room (see Figure 2 below).
• Enabling the definition of inputs to be real-time process
measurements or derived calculations in emitting • Utilizing many different types of communication technology,
systems such as historians (i.e., a system that collects, including SMS messaging, video conferencing, email,
contextualizes, analyzes and stores information as a Internet, and voice data.
snapshot for future analysis, such as trend identification
or model building). • Sharing, accessing, and transmiting data in real time to
other users.
• Being able to specify many property parameters, such as
frequency of calculation. • Adding a comment and other unstructured data for
both collaboration and knowledge sharing/knowledge
• Perform data validation and data smoothing on input data management.
to KPIs.
• Integrating with ERP, asset management, and other
• Being able to write the production, asset, and quality KPI’s enterprise systems to share critical operational information
back to a historian. with other enterprise applications, such as procurement and
resource planning, enabling extended business users to
• Being able to specify the input of pseudo-static data better plan, forecast, and respond to business imperatives.
(i.e., benchmarks provided by equipment manufacturers)
for comparison to the calculated KPI.
Figure 2: Inside the business control room
In the new environment, the business control room becomes the center for monitoring, collaborating in, and managing
the Integreated Operations.
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6. The Nuts and Bolts Behind • Customization and application of IOS to bring our proven,
Integrated Operations Services pre-built standard models, reference architectures, change
Integrated Operations Services is completely configurable plans, and other valuable assets that tailor IOS for your
from the operator standpoint, requiring little or no intervention specific business and technology environment.
by IT to make changes to the toolset. Users can add and
modify equipment settings in the toolset, add and modify KPIs • Design, build, deployment and support of the IOS solution.
and pseudo-static benchmark data, design and modify alerts
and events, configure user preferences (such as choosing • Change management progam that addresses the need
alert channel and message types), and many other aspects of for effective communications, education and training of
IOS through intuitive software interfaces. personnel and leadership team advocacy and support.
IOS is enabled by distinctive, leading edge technology • Hardware and software solutions that enable the information
practices that make realizing these capabilities viable, technology of the IOS solution
affordable, and flexible in even the most complicated
IBM Advantage
system environments. While the business user needs little
IBM is uniquely positioned to deliver Integrated Operations
understanding of the technology foundation required, the
Services to chemicals and petroleum companies. Key
distinctive approach to enabling IOS is of keen importance
advantages that make IBM the premier IOS solution
to the technology experts who will ultimately participate
provider include:
in deploying this functionality. The IBM Chemical &
Petroleum Integrated Information Framework (C&P IIF) is • A proven, deployed solution: We’ve done the detailed design
a Service Oriented Architecture based approach that does and construction of IOS in the real world, and can bring this
not require the replacement or transformation of the existing toolset to our clients, instead of a “blank page” or theoretical
IT environment. Instead it embraces past IT investments as approach.
a foundation for, building new and flexible data integration
capabilities only previously imagined. • Solution experience: We’ve successfully deployed, tested
and measured real results with IOS at leading companies,
Getting it done: How IBM delivers and IOS itself was based on learnings from hundreds
IOS to your operation of chemical and petroleum engagements with leading
IOS involves a strategic vision for improved work activities; companies around the globe.
the coordination of process, people, and technology; and a
journey that the enterprise must undertake to realize both • Indsutry depth and breadth: Unmatched global presence in
vision and benefits. Bringing all of these elements together, the chemicals and petroleum industries allows us to leverage
from advocacy of senior leadership to the tactical deployment knowledge and best practices to create and deliver the right
of systems, requires a focused effort on driving real change. solutions for each unique client.
IBM understands this, and brings the people, tools, approach,
and assets to make the change real for your enterprise. Our • A focus on results, partnership and innovation: IBM prides
solution capabilities include: itself on creating a genuine partnership with our clients
focused on business results. We invest heavily in innovation
• Business analysis, strategy, and planning of IOS, including in the Chemicals and Petroleum industry, and bring this
understanding the challenges of your unique operation, benefit to our client-partners.
aligning business strategy with implementation priorities,
developing a comprehensive blueprint and roadmap,
building stakeholder consensus, and defining a compelling,
benefit-driven business case.
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7. IOS Area Description Benefit
Production Perform deeper and more  Visualize contextual oil field information: View the entire oil field in a fast and intuitive
and sophisticated analysis of graphical interface where data from every sensor and machine is available in
performance chemical and oil field hierarchal levels of detail, ready for analysis and decision making.
reporting production, viewing all KPIs and
measurements in the right  Create situational awareness and understanding to make better and faster decisions
business context, for both real- on factors such as production efficiency, drilling efficiency, or overall cost control.
time decision-making and  Obtain a single point of information access for the entire plant, production operation,
operational planning. This well platform or field.
provides a single source access
point for users to manage all  Provide a defined synoptic or graphic for all aspects of operation in an area with drill
applications, services, and downs to lower levels of an aggregated area to look at measurement details.
functions across the enterprise
using an intuitive, hierarchal,  Create and modify graphical displays to best fit business needs.
and visual interface
Condition Condition Based Monitoring of  Setting triggers and defining monitoring regimes appropriate to specific
based Rotating Equipment provides an environments and to provide pertinent virtualizations of results.
monitoring enhanced capability to
undertake predictive monitoring  Performing analysis of equipment performance that can be enabled on an ad-hoc or
and alerting against critical regularly scheduled basis.
components in both upstream  Delivering broader and more frequent comparisons and enabling performance views
and downstream production to be delivered across assets or between equipment manufacturers.
environments
 Initiating manual or automatic processes from alerts including raising work orders
automatically in maintenance systems.
Intelligent This service provides a  Intelligent, predictive, and sophisticated alerts that drive information and action to
alerts & event sophisticated system of both human and system participants, based on priorities, profiles, deviations from
management gathering data real-time, trend norms, and all delivered based on recipient preferences (e.g., web, device,
applying complex business rules email, phone).
and predictive models, and
executing business actions in  Graphical animations of associated graphical displays to better indicate and illustrate
the forms of alerts and system the alarm occurrence.
events to consuming users,  Alert acknowledgement, adding of comments and ability to archive events for future
services or applications. modeling.
KPIs and The KPI and production  Providing a graphical means to generate, view and manipulate key performance
production calculation service enables indicators.
calculations tracking of business-driven KPIs
and performance metrics. The  Enabling the definition of inputs to be real-time process measurements or derived
result is improved operational calculations in emitting systems such as historians (i.e., a system that collects,
measurement, reporting, contextualizes, analyzes and stores information as a snapshot for future analysis,
forecasting, operational such as trend identification or model building).
planning, and decision-making.  Being able to specify many property parameters, such as frequency of calculation.
 Perform data validation and data smoothing on input data to KPIs.
 Being able to write the production, asset, and quality KPI’s back to a historian.
 Being able to specify the input of pseudo-static data (i.e., benchmarks provided by
equipment manufacturers) for comparison to the calculated KPI.
Collaboration Seamlessly share data and  Enabling or extending the ability to collaborate with experts on challenges and
for decision- collaborate with other solutions from an exciting new vision of the business control room (see Figure 2
making knowledge workers, including below).
technical resources,
management, expert advisors,  Utilizing many different types of communication technology, including SMS
engineers, operators, messaging, video conferencing, email, Internet, and voice data.
maintenance personnel, and  Sharing, accessing, and transmitting data in real time to other users.
upstream/downstream supply
chain practitioners for better  Adding a comment and other unstructured data for both collaboration and knowledge
decision making. sharing/knowledge management.
 Integrating with ERP, asset management, and other enterprise systems to share
critical operational information with other enterprise applications, such as
procurement and resource planning, enabling extended business users to better
plan, forecast, and respond to business imperatives.
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8. For more information © Copyright IBM Corporation 2009
IBM Global Services
To learn more about IBM Chemicals and Petroleum
Route 100
industry solutions, visit: Somers, NY 10589
U.S.A.
ibm.com/chemicalspetroleum
Produced in the United States of America
10-09
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