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Copyright © Siemens AG 2011. All rights reserved. Project Engineering Siemens Corporate Technology http://www.siemens.com/innovation/de/ueber_funde /corp_technology/research_technology/index.htm Analysis of Engineering- Workflows as Basis for Optimal Use of Engineering-Tools 8. Symposium Informationstechnologien für Entwicklung und Produktion in der Verfahrenstechnik 2.-3. März 2011, Frankfurt am Main Dr. Ulrich Löwen [email protected] Tel.: +49 (9131) 7-32948 Dr. Thomas Wagner [email protected] Tel.: +49 (9131) 7-33794
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Page 1: GTF PRO ENG - PowerPoint Template - ProcessNet

Copyright © Siemens AG 2011. All rights reserved.

ProjectEngineeringSiemens Corporate Technology

http://www.siemens.com/innovation/de/ueber_funde/corp_technology/research_technology/index.htm

Analysis of Engineering- Workflows as Basis for Optimal

Use of Engineering-Tools

8. Symposium Informationstechnologien

für Entwicklung

und Produktion

in der

Verfahrenstechnik 2.-3. März

2011, Frankfurt am Main

Dr. Ulrich Lö[email protected].: +49 (9131) 7-32948

Dr. Thomas [email protected].: +49 (9131) 7-33794

Page 2: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 2 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

“Engineers should never be the designers of their own tools.”

“Why we introduce a new tool? Because we need to reduce our NCCs!”

“Automating

chaos just gives faster chaos”

“This tool is like a Porsche…

-

but if the customer has an acre, he cannot put the power on the pavement”

Tools cannot be considered in an isolated way?

Tools cannot be considered in an isolated way?

“After 5 years of rollout we came to the conclusion that the tool is ineffective and too complicated.

Sounds familiar?

“Excessive customization of tool led to nontransparent functionalities. Different projects were linked to incompatible data bases. Users were overstrained.” “We spent 20% of our time

searching errors created by others!”

Customized to death?

Customized to death?

Workflow & interfaces

understood & defined?Workflow & interfaces

understood & defined?

Page 3: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 3 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Siemens Corporate Technology Networking the Integrated Technology Company

Chief Technology Officer (CTO)

Review innovation strategiesDrive technology based synergiesSecure innovation powerTechnology assessmentsGovernance and guidance

Customers

Corporate Intellectual Property and Functions (CT I)

Intellectual Property services & strategyStandardization, environmental affairsGlobal information research

Corporate Research and Technologies (CT T)

Global Technology FieldsPictures of the FutureAccelerators

Corporate Technology (CT)

Reg

ions

Sectors / Divisions

Industry Energy Healthcare

Chief Technology Office (CT O)

Direct support of CTO

Siemens IT Solutions and Services (SIS)

Siemens Financial Services (SFS)

Corporate DevelopmentCenter (CT DC)

Software-development partner for sectors

CT missionStrengthen enterprise premium

and contribute to

safeguard the technological future

of the company

CT value propositionEnable Siemens to be a trendsetter in any industry

served

Page 4: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 4 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Introduction of Engineering Tools – Phases and Objectives

Scopingand

Focusing

Phase

Objectives

MigrationConcept

Viability

Know “how”Evaluation / benchmarking of toolsBusiness plan

Decide “how”Implementation conceptMigration roadmap

Know “what”Your process and products/data in scopeAffected parties and stakeholders

Life-

cycleSupply

chain

Disci-

plinesProducts

People

Trans-parency

andVision

Understand and evaluate “what”Your current workflows for all relevant process and applicationsTargets of workflow improvements and boundary conditionsQualification and quantification of benefitsConsolidated tooling vision and requirements

Focus of today‘s presentation

Page 5: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 5 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Over 30 productivity factors for industrial plant business (challenges) covering the whole life-cycle

Over 240 productivity relevant industrial software aspects

Over 1000 Best Practices for industrial software

Co

mp

reh

ensi

ve

Info

rmat

ion

M

od

el

Proj

ect-

Span

nin

gRe

use

Proj

ect-

Spec

ific

Reus

e

Know-H

ow

Reuse

Bulk

Processi

ng

FlexibleInterfacingSecurity

Data H

andling

Access to Process

& System Data

Adaptabili

ty to

Comm

.-Sys.

Data

Compac

tnes

sDat

a

Cond

ition

ingAcc

ess Secu

ritySafe

ty

Lea

din

g M

od

. Pri

n.

Ass

oci

ati o

ns

bet

wee

n In

fo. A

sset

sH

iera

rch

ical

Str

uct

uri

ng

Enri

chm

ent

of

Eng

inee

rin

g D

ata

Stan

dar

ds

Cu

sto

miz

atio

nG

lob

al R

euse

Mo

del

Inst

anti

atio

nG

ran

ula

rity

Hie

rarc

hy

wit

hin

RU

A

Con

tain

ed In

fo. i

n R

UA

Def

init

ion

of

Glo

bal R

UA

Retr

ieva

l of

RUA

in G

loba

l Rep

osit

ory

Cros

s-Pr

ojec

t Li

brar

y

Proj

ect-

Spec

ific

Reu

se M

odel

Inst

anti

atio

n

Gra

nula

rity

Hie

rarc

hy w

ithi

n RU

A

Cont

aine

d In

form

atio

n

Def

initi

ons

of R

UA

with

in P

roje

ct

Retr

ieva

l of R

UA

with

in P

roje

ct-S

peci

fic L

ib.

Proj

ect-S

peci

fic L

ibra

ry

Conf

igur

atio

n Re

use

Auto

mat

ion o

f Pro

cess

Ste

ps

Stan

dards a

nd Nor

ms

Inte

llect

ual Pro

perty M

anagement

Know-h

ow P

rote

ctio

n

Access

ible

Data

Effects

of Modifi

catio

n

Semantic Level o

f Data

Consist. a

fter M

DC

Selection of U

nits to

be Modifie

d

Level of A

utomation

Data Consistency Checks after M

DC

Diagnostics

Documentation

ExtensionFunctionality

Import

Org

anizatio

n /

Plann

ing

Valid

ation

Realtime Control

Reliability

Alarm

Man

agem

ent

Plan

nin

g /

Op

tim

izat

ion

Inte

gra

tio

n

Secu

rity

Dia

gnos

tics

Standardized Criteria Catalogue for Evaluation of Workflows and Tools

Proven know-how base and criteria matrix for

evaluation of workflows and tools

Page 6: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 6 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Classified Best Practices as Basis for Objective and Precise Evaluation of Workflows & Tools

View Concept

Service Know-How Reuse

Technical ViewsKPI-ControllingExt. Tool Integr.Hierarch. Struct.Consistency

CustomizationAdaptability

Business Know-H.

Techn. Know-H.

Ident. Inform.

Reporting

Decision Support

Engineering Challenges

Operation Challenges

Service Challenges

ModernizationChallenges

Com

preh

ensi

ve

Info

rmat

ion

Mod

el

Proj

ect-

Span

ning

Reu

se

Proj

ect-

Spec

ific

Reus

e

Know-H

ow

Reuse

Bulk

Processing

ViewIntegration

Activation

Diagnostics

Supervision & Control

Knowledge-Reuse

FlexibleInterfacingSecurity

CommissioningChallenges

Configuration Management

Consistent Plant Documenation

CollaborativeWork

LifecycleIntegration

Data Processing

Data H

andlin

g

Data Consistency

Checks

Level of Automat.

Of Data Analysis

Semantic Level of

Data Consistency

Effects of

User Inputs

Access t

o Process

& System Data

Adaptability to

Comm.-Sys.

Data

Compactnes

s

Data

Condi

tioni

ng

Workfl. Know-H.

Lea

ding

Mod

. Pri

n.A

ssoc

i ati o

ns b

etw

een

I nfo

. Ass

ets

Hie

rarc

hica

l Str

uctu

ring

Enri

chm

ent o

f Eng

inee

ring

Dat

aSt

anda

rds

Cus

tom

izat

ion

Glo

bal R

euse

Mod

elIn

stan

tiatio

nG

ranu

lari

tyH

iera

rchy

with

in R

UA

Con

tain

ed In

fo. i

n R

UA

Def

initi

on o

f Glo

bal R

UA

Retri

eval

of R

UA

in G

loba

l Rep

osito

ry

Cros

s-Pr

ojec

t Lib

rary

Proj

ect-S

peci

fic R

euse

Mod

el

Inst

antia

tion

Gra

nula

rity

Hie

rarc

hy w

ithin

RU

A

Cont

aine

d In

form

atio

n

Def

initi

ons o

f RUA w

ithin

Pro

ject

Retrie

val o

f RUA w

ithin

Pro

ject-

Spec

ific L

ib.

Proj

ect-S

pecif

ic Li

brar

y

Config

urati

on R

euse

Aut

omati

on of

Pro

cess

Step

s

Standard

s and

Nor

ms

Intel

lectual

Propert

y Man

agem

ent

Know-how

Protectio

n

Accessi

ble Data

Effects

of Modifi

cation

Semantic

Level of D

ata Consist. a

fter M

DC

Selection of U

nits to be M

odified

Level of Automation

Data Consistency Checks after M

DC

Integration of Views within Tool

Integration with Tools of other Domains

Hierarchical Structure in Views

Semantic level of Data Consistency

Data Consistency Checks

Distribution of Views

Customization of View Integration

4 Generic Support

3 Explicit, High Level

2 Explicit, Low Level

1 Implicit Support

0 No Support

Classification ModelClassified Best Practices

Page 7: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 7 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Overall

evaluation report

Individual evaluation results

Bac

k of

fice

anal

yses Analyze workshop results

Re-Modeling of engineering workflow

Align results and incorporate feedback

Consolidate individual resultsPrepare final report

Analyzing Workflows –

Project Concept

List of weighted requirements

ErectionInstallationCommissioning

Hydraulics/ Fluids

Civil Engineering

Automation

Electrical Engineering

Piping & Instrumentation

OperationServicing

ManufacturingPurchasingDetailed Engineering

Basic Engineering

Plant design/ Technological Design

Tendering ErectionInstallationCommissioning

Hydraulics/ Fluids

Civil Engineering

Automation

Electrical Engineering

Piping & Instrumentation

OperationServicing

ManufacturingPurchasingDetailed Engineering

Basic Engineering

Plant design/ Technological Design

Tendering

PEP

Eng

inee

ring

Task

s

Plant Engineering Phases

Fields of activityown BS / FS

BoP

Fields of activityown BS / FS

Captured Workflow•

Main tasks•

Typical work results•

Current tools

Fields of plant engineering activities

Wor

ksho

ps

2. 2a. Modeling and analysis of current Engineering

Workshop Series

(two-day workshop)

1. Identify fields of activity for plant engineering

3. Identify and weight requirements for workflow

optimization and tool support

Page 8: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 8 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Customer Preparation of Workshop

Please provide the following resources, persons and information for a successful workshop and significant results

Experts for engineeringhave to fulfill the following profiles:

Engineering/Technology headsTechnical project managersGroup Managers Engineering/TechnologyEngineers/Technologists (engineering tool users) from all relevant fields of work / disciplines

Basic information for workflowGathering of engineering-workflow should be referenced to a representative plant project

Identification of suitable project in advanceIncorporation of involved project participants / departments / teams in the workshop

Do defined workflows already exist? E.g. process instructions, project plans, task descriptions for departments / roles / groupsExisting documentation for these workflows to be provided in advance to the workshop

Participants Information to be prepared

Meeting room with one 5m free wall for graphically workflow modeling (pin board)Beamer, flip chart

Infrastructure

Page 9: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 9 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

1a. Identify Fields of Activity for Plant Engineering

Positioning towards functional tasks and project phasesConcept Design

Basic Engineerin

gDetail

Engineering Instal-lation Commis-

sioningService /

Maintenance

Product Design & Engineering

Process Engineering

Plant & Assembly Layout

Manufacturing Engineering

Automation Control

Electrical & Instrumentation

Civil Engineering

Mechanical Engineering

Concept Design

Basic Engin.

Detail Engin.

Instal-

lation

Commis-

sioning

Service / Maintenance

Why we need this categorizationUnderstanding engineering contextPreparation of workflow modelingUnderstand the interrelations of different tasks, sub-workflows & tool featuresBasis for identification of customer/use cases specific tool setupsBasis for positioning of tools in customer’s workflows driven by the technical tasksUnderstand the respective area of influence of cross-functional features (project-related)

Page 10: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 10 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

1b. Scoping of the Workshop Regarding Importance of Requirements and Topics

Category Requirements Importance1 Data handling and

integrationSingle source” principle for data of different engineering disciplines or project phases (roundtrip engineering) Assurance of data actuality & consistency of modifications Clear and transparent structuring of project data

2 Standardization / Design of Modules for project-spanning reuse

Global standardization and reuse conceptConsistent specification & supply of reusable modulesLibrary management and project support

3 Reuse in Customer Projects

Usage of libraries of devices / modules / assembly for re-use across different projectsQuality/Efficiency of provided modules in projectsCreation of reusable templates (master copies) in projects

4 Collaborative engineering

Simultaneous engineering, multi-site engineeringAccess rights and user managementCollaboration with suppliers (equipment and engineering)

5 Version and Change Management

Creation of versions and managing of variantsReleasing of project dataSystematic Change Management

6 …

2

3

4

1

4Example

Page 11: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 11 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

2a. Modeling and Analysis of Current Engineering

Strengthens and clarifies common picture, scope and terminologyBasis for identification / discussion of strengths & weaknesses Problems with dependencies and with the use of tools become evidentCommon elaboration / depicting requirements and optimized scenarios

Example

Systematic, interactive modeling of tool spanning engineering workflow

Scope of supply, areas of workTasks, activities and related effortsUsed engineering tools und data managementTask sequence, data flow, technical & logical dependencies

Task sequence/ Data flow

Activity•

Responsible•

Int. /external•

Used tool(s)•

Efforts / Repeats

Result•

Results type•

Responsible•

Data Format •

State/Maturity•

Page 12: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 12 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

2b. Identification and Weighting of Requirements for Workflow Optimization and Tool Support

Helps to structure and prioritize current issues and requirementsBased on measurable weights and proven best practices

Customizable catalogue of requirementsEngineering2

workflow/tool requirements categories Data handling and integrationStandardization / design of modules for project-spanning reuseReuse in projects (intra & cross-project)Collaborative engineeringMgmt. of project configurations / releasesQuality ManagementStandardization / automation of tasks & resultsConsistent plant/ project documentationMass data processingInterfaces to tools of other domainsUser interface of tools / systems

Engineering fields of workRequirements EngineeringProcess EngineeringPlant/Factory Layout DesignManufacturing EngineeringPlanning of Piping & InstrumentationElectrical & Power Supply EngineeringAutomation Control EngineeringMotion Control EngineeringCivil Eng. / Steel Structures / Auxiliaries Mechanical EngineeringCost Calculation / ContractSafety & Security Engineering

Identification / weighting of requirements/topics regarding workflow optimization and tool support

Identification of relevant requirement topics1

Assessment of maturity of current tool support and target support

Page 13: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 13 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

1,5

1,5

2,8

1,4

3,1

2,5

2,5

2,8

2,7

1,8

1,5

0,6

0,4

1,0

3,4

3,2

3,0

2,8

3,3

3,5

3,2

3,2

3,1

2,6

2,8

3,0

2,0

2,0

Assurance of data actuality & consistency of modifications

Creation of reusable templates (master copies) within project4. Collaborative engineering

Simultaneous engineering, Multi-site

Systematic Change ManagementCreation of versions and managing of variants5. Version and Change Management

Collaboration with suppliersAccess rights and user management

„Single Source“ principle for data in whole project1. Data handling and integration

2. Development modules for global reuseClear and transparent structuring of project data

Quality/Efficiency of provided modules in projectsUsage of libraries / modules across different projects

3. Reuse in customer projectsLibrary management and project support

Consistent specification & supply of reusable modulesGlobal standardization and reuse concept

2b. Identification and Weighting of Requirements: Results to be used for Common Prioritization

Current Level of Tool support1

Target Level of Tool support2

Example

1 = low / indirectly, using workarounds

2 = excplicit

basic support

3 = extensive support

4 = universal, customizable

0 = none

1,2

Average of individual values from workshop participants

Page 14: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 14 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Example: Suitability Analysis for Comos in Engineering in Metals & Mining

Page 5 July 3rd, 2009 for internal use only / © Siemens VAI 2009MT-Standardization

D R A F T

V00.11_2009-07-03

Suitability profile of Comos® for MT xx

• Fulfillment of identified major tool requirements by Comos® is on very high level

• High degree of fulfillment for all prioritized plant engineering fields of work

• In summary: high suitability of Comos®

Relevance2 of tool requirements and fulfillment3 by Comos® Relevance2 of plant engineering fields of work and fulfillment3 by Comos®

Overall suitability1 = “high”

1 average fulfillment for fields of work weighted with average fulfillment of tool requirements;rating levels: high, medium, low

2 average of individual values from workshop participants; for tool requirements only clusters shown3 appraisal of analysis team4 individual fulfillment values weighted with respective relevance

scale: 0 = no/ none, 1 = low, 2 = medium, 3 = high, 4 = very high

0

1

2

3

4Data handling and integration

Consistent plant/ projectdocumentation

Management of projectconfigurations

Project specific reuse

Cross-project reuse

Know-how reuse

Mass data processing

Interfaces to tools of otherdomains

Collaborative engineering

User interface

Relevance of Requirement Fulfillment by Comos

0

1

2

3

4Cost calculation

Plant Layout Design

Process Engineering

Piping and instrumentationschematics

Planning of piping

Planning of fluids/ hydraulics

Electrical and Instrumenation& Control

Automation and processcontrol planning

Civil Engineering / SteelStructures / Auxiliaries

Mechanical Engineering

Relevance Fulfillment by Comos 96%Weighted

average4 of fulfillment

77%Weighted

average4 of fulfillment

Page 5 July 3rd, 2009 for internal use only / © Siemens VAI 2009MT-Standardization

D R A F T

V00.11_2009-07-03

Suitability profile of Comos® for MT xx

• Fulfillment of identified major tool requirements by Comos® is on very high level

• High degree of fulfillment for all prioritized plant engineering fields of work

• In summary: high suitability of Comos®

Relevance2 of tool requirements and fulfillment3 by Comos® Relevance2 of plant engineering fields of work and fulfillment3 by Comos®

Overall suitability1 = “high”

1 average fulfillment for fields of work weighted with average fulfillment of tool requirements;rating levels: high, medium, low

2 average of individual values from workshop participants; for tool requirements only clusters shown3 appraisal of analysis team4 individual fulfillment values weighted with respective relevance

scale: 0 = no/ none, 1 = low, 2 = medium, 3 = high, 4 = very high

0

1

2

3

4Data handling and integration

Consistent plant/ projectdocumentation

Management of projectconfigurations

Project specific reuse

Cross-project reuse

Know-how reuse

Mass data processing

Interfaces to tools of otherdomains

Collaborative engineering

User interface

Relevance of Requirement Fulfillment by Comos

0

1

2

3

4Cost calculation

Plant Layout Design

Process Engineering

Piping and instrumentationschematics

Planning of piping

Planning of fluids/ hydraulics

Electrical and Instrumenation& Control

Automation and processcontrol planning

Civil Engineering / SteelStructures / Auxiliaries

Mechanical Engineering

Relevance Fulfillment by Comos 96%Weighted

average4 of fulfillment

77%Weighted

average4 of fulfillment

CustomerSiemens Metals & Mining business unitGlobal business, multi-site set-upProjects from acquisition to handover incl.process-, mechanical-, electrical,- automation engineering

TaskAnalyze principle, technical suitability of Comos for engineering activities & workflowsIdentify requirements and develop approach for potential Comos implementation project

ResultAnalysis and modeling of engineering workflows in relevant Business SegmentsKey-findings & recommendations for productivity improvementIdentification of basic requirements for future tool support Suitability profile for ComosConcept and roadmap for Comos Implementation

Structured RequirementsOptimized Workflows

Page 15: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 15 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Selected References

Analysis & optimization of engineering tool landscape Siemens Energy -

Power Distribution -

Energy Automation (E D EA)

Validation & optimization of Comos –

PCS 7 integration strategy based on engineering workflows of external key customers

Comos suitability analysis at Siemens VAI Metals Technologies (I IS MT)

Analysis of engineering tool landscape Siemens Energy -

Fossil Power Generation -

Module & Project Engineering (E F ES)

Evaluation of engineering workflows and interface management for Siemens Energy -

Conventional Island ( E F NP)

Analysis for engineering tooling integration in Siemens Industry –

Rail Automation (I MO RA)

Page 16: GTF PRO ENG - PowerPoint Template - ProcessNet

Page 16 03/2011 © Siemens AG 2011Löwen - CT T PRO ENG

Lessons learned

Think “lifecycle” and not “IT”Users of a single system will always preach why it does not fit … Benefit is in the whole lifecycle!

Transparency: First know „what“, then decide „how“

Changes can influence different process chains in and outside the companyUnderstand relevant processes from different point of views

Data structures should be guided by work process and not vice versa

Most important … be patient!“Engineers should never be the designers of their own tools.”

“Why we introduce a new tool? Because we need to reduce our NCCs!”

“Automating

chaos just gives faster chaos”

“This tool is like a Porsche…

-

but if the customer has an acre, he cannot put the power on the pavement”

Tools cannot be considered in an isolated way?

Tools cannot be considered in an isolated way?

“After 5 years of rollout we came to the conclusion that the tool is ineffective and too complicated.

Sounds familiar?

“Excessive customization of tool led to nontransparent functionalities. Different projects were linked to incompatible data bases. Users were overstrained.” “We spent 20% of our time

searching errors created by others!”

Customized to death?

Customized to death?

Workflow & interfaces

understood & defined?Workflow & interfaces

understood & defined?

Page 17: GTF PRO ENG - PowerPoint Template - ProcessNet

Copyright © Siemens AG 2011. All rights reserved.

ProjectEngineeringSiemens Corporate Technology

http://www.siemens.com/innovation/de/ueber_funde/corp_technology/research_technology/index.htm

Thank you for your attention!

Dr. Ulrich Lö[email protected].: +49 (9131) 7-32948

Dr. Thomas [email protected].: +49 (9131) 7-33794


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