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Sigmafine Intelligent Movement Management L. Branca L. Giovannoni Sigmafine Users Conference San Francisco, April 23, 2012
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Page 1: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IntelligentMovement Management

L. BrancaL. Giovannoni

Sigmafine Users ConferenceSan Francisco, April 23, 2012

Page 2: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Agenda

• Introduction– Scenario– Typical challengesTypical challenges

• Product Presentation: Intelligent Movement ManagementOverview– Overview

– Standard and advanced functionalities– Benefits

• Technical Features– Architecture– Enhancing IMM with Sigmafine Integration Framework– Implementation examples

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

• Conclusions

2

Page 3: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

ScenarioConcepts

• Definition: a movement is any transfer of material between two distinct entities within the boundaries of the process.

• Different contexts– Internal facility movements (with further segregation of plant areas)– Remote sites– Receipt / Shipment

• Different types:– Fiscal– Non fiscal

Oil movement management is one of the crucial activities in the facility• Oil movement management is one of the crucial activities in the facility.

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 4: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Typical IssuesWhere inconsistency might arise…

• Measurement availability– Partial / limited automatic instrumentation (tanks gauging, lack of meters…)– Laboratory data availabilityLaboratory data availability

• Data quality– Poor or inconsistent input data / calculationsp /

• Complexity– Multiple and concurrent movements– Concurrent access to data across different sites / locations– Information coming from different tools and systems difficult to be properly

aggregated in a single environment (process, scheduling,…)

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 4

Page 5: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

SolutionSigmafine Intelligent Movement Management

• Pimsoft brings into the oil movement scenario an unique approach and product developed during previous projects: IMM – Intelligent Movement Management.

• Single point of management of all the information related to movements management.

• IMM is a Pimsoft product that provides a set of graphical tools and analytical plug-ins in order to:order to:– Provide intuitive movements graphical model-based overview – Support movement life-cycle operations – Support multiple concurrent access from different stations/sitespp p /– Support segregated movement declaration in different areas

• Additional IMM modules allow to:P id li i i d i l l i– Provide on-line movement monitoring and quantity calculations

– Track tank properties– Manage fiscal document and reports

Integrate with already existing movement management systems

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

– Integrate with already existing movement management systems

Page 6: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM OverviewModular and flexible approach

IMM Tank Qualities/Properties tracking implementation

IMM fiscal reporting

tracking implementation

module and integration with scheduling system

IMM “TankMonitoring”

Integration with SAP (e.g., read finished products shipments and/or crude-oil receipts)IMM TankMonitoring

and “TransferCalculation” implementation

crude-oil receipts)

Multi-area support and manual quantity calculation

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 7: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM Standard FeaturesSmart movement entry procedure

• Transfer Entry forms easily declare, modify and delete movement datamovement data.

• Routing rules guide users during movement declarations and help avoid common errorsand help avoid common errors.

• Multiple movements operations speed up the data entry processprocess.

• Many ways to evaluate movement quantity by tank delta-stock and/or by meterdelta-stock and/or by meter calculation…etc.

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 8: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM Standard FeaturesComplete set of movement management functions

• Search• Create / Edit / Delete/ /• Calculate• Plan / Validate• Review Details

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 9: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM Standard FeaturesRich graphical environment

• Smart-tabular movement view

• Graphical movement viewTabular and Graphical• Tabular and Graphical can be integrated in the same screen

• Different areas/models management

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 10: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM Advanced FeaturesList of the advanced features

• Automatic movement and tank calculations:– TankMonitoring: Movement operations monitoring

T f C l l ti A t ti t titi ili ti– TransferCalculation: Automatic movement quantities reconciliation– TankQualities: Tank properties tracking

l• Fiscal movements management– Fiscal report for regulatory– Fiscal documentation storage

• Integration with third-party systems

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 11: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM Advanced FeaturesAutomatic movement and tank calculations

• Tank Monitoring:– Automatic consistency checks between

tanks and movementtanks and movement – Highlight issues and inconsistencies

• Transfer Calculation:– Movement quantity evaluation by

solving concurrent movement scenarios using data reconciliation

– Supports movements quantity recalculation

• Tank Qualities:• Tank Qualities:– On-line calculation for product qualities

tracking such as density, %Sulfur, viscosity… etc

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

viscosity… etc

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Sigmafine IMM Advanced FeaturesFiscal movement management

• Easy fiscal movement declaration based upon Sigmafine model• Issue fiscal reporting according to customer/country local regulation• History of all the declarations and fiscal documents (storage)History of all the declarations and fiscal documents (storage)

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 13: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Sigmafine IMM Advanced FeaturesFiscal movement management

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 13

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Sigmafine Advanced FeaturesIntegration with third-party systems

• Additional IMM module (through Sigmafine Integration Framework) allows to:– Automatic import of movements from external systems

(e.g., import from scheduling system)(e.g., import from scheduling system)– Fiscal movement declarations download from ERP

(e.g., download shipments from SAP/SD)– Export /expose movements to third party systems

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.

Page 15: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Technical FeaturesArchitecture

IMM ClientIMM Client:•PI-ProcessBook•IMM PI-PB Add-In•IMM Excel

Enterprise System

IMM Excel

IMM Web Service

Sigmafine IF Connector

Server Sigmafine models and movements

IntegrationFramework

IMM Advanced AutomaticPlug-ins

PI System

PI-Point DR

Other historian

COM Connector

PI-Point DR IF Connector Commercial Connector*

My OMM Commercial

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 1515

Other historian My OMM OMM

Page 16: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Technical FeaturesEnhancing IMM with Integration Framework

• Integration Framework enhances the standard Sigmafine and IMM features by adding the capability to easily integrate with third party systemssystems.

• Empowering Sigmafine IMM with IF:– Easy to use– Open system– Natively integrated with SFy g– Easy to maintain

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 16

Page 17: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Technical FeaturesIMM integration scenarios with Integration Framework

1. Getting data from already existing movement management systems

2. Integrating with enterprise systems (e.g., ERPs)

3. Exposing/Exporting movement data to third party systems

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 17

Page 18: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Integration with Third-Party SystemsGetting data from already existing Movement Management Systems

• Why do I need to install IMM if I have an already existing movement management system?

– No complete scope (only tanks are managed, only some areas/plant/sites…)p p ( y g , y /p / )– Enhance already existing system with IMM features– IMM can act as validation tool for movements coming from external MM systems

• How can I get/import movement data in IMM through Integration Framework?– Through IF standard connectors (OLEDB, ODBC, FILE, SOA… etc)– Through IF advanced commercial connectors Available connectors:– Through IF advanced commercial connectors. Available connectors:

• Maron OAS• Honeywell OMS• Foxboro BOSS• Invensys OMM and TIS• Entessa VPS• Diamond (coming soon…)

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 18

Page 19: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Integration with Third-Party SystemsIntegrating IMM with enterprise system

• Possible scenarios:– Get receipt and/or shipment movements from ERP– Use IMM as “operational tool” for movement management operations. Then sendUse IMM as operational tool for movement management operations. Then send

validated data to ERP– Download planned movements from planning system(s), in order to allow operators to

initiate planned movements– Upload receipt/shipment movements to billing system

• How can I import/export movement data through Integration Framework?Through IF standard connectors (OLEDB ODBC FILE SOA etc )– Through IF standard connectors (OLEDB, ODBC, FILE, SOA…etc.)

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 19

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Integration with Third-Party SystemsExpose movement data to third-party systems

• Possible scenarios:– Expose/Export calculated quantities of movements not evaluated by

current systemcurrent system– Build advanced reports (reconciled vs planned/measured)– Current Movement Management system does not support interface with ERP

• How can I expose movement data?– SOA-enabled consumer: by using Integration Framework SOA Publisher

OLEDB t b i Si fi SQL A– OLEDB systems: by using Sigmafine SQL Access– Other/Legacy: by using Integration Framework file or custom connectors

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 20

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IMM Implementation CasesDeployment #1 – IMM for production accounting

IMMIMMExcel

Add-In

IMMProcessBook

Add-In

Movement ManualData Entry

+ Tank Calculation

Production AccountingValidation

ReconciliationReport results and

check against planning data

BusinessProcess

ExternalSystem

Third-PartyHistorian

(Process Variables)

Company Reports(SQL Server

Reporting Services)

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 21

Page 22: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

IMM Implementation CasesDeployment #2 – IMM for movement management operations

IMM

IMMProcessBook

Add-In(planningscheduling

IMMProcessBook

Add-In(control room

IMMProcessBook

Add-In(external sites

IMMProcessBook

Add-In(productionscheduling

department) operators)(

operators)(paccountants)

Movement planning / scheduling

On-line Movement

Declaration (for non-fiscal

mo ements)

External sites movement

declarations

Off-line fiscal movement Data

Entry

Production AccountingValidation &

Reconciliation

BusinessProcess

movements) Reconciliation

ExternalSystem

PI System(ProcessVariables)

PI System(ProcessVariables)

ReceiptsShipments

ManagementSystem

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 22

System

Page 23: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

IMM Implementation CasesDeployment #3 – Full-featured IMM

IMM

IMMProcessBook

Add-In(refinery

IMMProcessBook

Add-In(oil terminals)

IMMTank

Monitoring

IMMIntegration

WithIntegration

IMMTransfer

Calculationcontrol room) (oil terminals) g g

Framework

On-line movement

management (central site)

On-line movement

management (oil

te minals)

On-line Tank Monitoring

On-line Quantity

Calculation

On-line fiscal movement import from

external s stem

Production Accounting

BusinessProcess

(central site) terminals) system

ExternalSystem

PI System(Process Variables)

ReceiptsShipments

ManagementSystem

Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 23

System

Page 24: Sigmafine Intelligent Movement Management · Sigmafine Intelligent Movement Management ... – OLEDB t b i Si fi SQL AOLEDB systems: ... IMM for production accounting IMM IMM Excel

Thank youThank you.Questions?

L. Branca - [email protected] L. Giovannoni - [email protected]


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