How To Avoid Pilot Purgatory For Your Projects

How To Avoid Pilot Purgatory For Your Projects

This is still more followup from Emerson Global Users Exchange relative to sessions on Projects Pilot Purgatory. I thought I had already written this, but just discovered it languishing in my drafts folder. While in Nashville, I ran into Jonas Berge, senior director, applied technology for Plantweb at Emerson Automation. He has been a source for technology updates for years. We followed up a brief conversation with a flurry of emails where he updated me on some presentations.

One important topic centered on IoT projects—actually applicable to other types of projects as well. He told me the secret sauce is to start small. “A World Economic Forum white paper on the fourth industrial revolution in collaboration with McKinsey suggests that to avoid getting stuck in prolonged “pilot purgatory” plants shall start small with multiple projects – just like we spoke about at EGUE and just like Denka and Chevron Oronite and others have done,” he told me.

“I personally believe the problem is when plants get advice to take a ‘big bang’ approach starting by spending years and millions on an additional ‘single software platform’ or data lake and hiring a data science team even before the first use case is tackled,” said Berge. “My blog post explains this approach to avoiding pilot purgatory in greater detail.”

I recommend visiting Berge’s blog for more detail, but I’ll provide some teaser ideas here.

First he recommends

  • Think Big
  • Start Small
  • Scale Fast

Scale Fast

Plants must scale digital transformation across the entire site to fully enjoy the safety benefits like fewer incidents, faster incident response time, reduced instances of non-compliance, as well as reliability benefits such as greater availability, reduced maintenance cost, extend equipment life, greater integrity (fewer instances of loss of containment), shorter turnarounds, and longer between turnarounds. The same holds true for energy benefits like lower energy consumption, cost, and reduced emissions and carbon footprint, as well as production benefits like reduced off-spec product (higher quality/yield), greater throughput, greater flexibility (feedstock use, and products/grades), reduced operations cost, and shorter lead-time.

Start Small

The organization can only absorb so much change at any one time. If too many changes are introduced in one go, the digitalization will stall:

  • Too many technologies at once
  • Too many data aggregation layers
  • Too many custom applications
  • Too many new roles
  • Too many vendors

Multiple Phased Projects

McKinsey research shows plants successfully scaling digital transformation instead run smaller digitalization projects; multiple small projects across the functional areas. This matches what I have personally seen in projects I have worked on.

From what I can tell it is plants that attempt a big bang approach with many digital technologies at once that struggle to scale. There are forces that encourage companies to try to achieve sweeping changes to go digital, which can lead to counterproductive overreaching. 

The Boston Consulting Group (BCG) suggests a disciplined phased approach rather than attempting to boil the ocean. I have seen plants focus on a technology that can digitally transform and help multiple functional areas with common infrastructure. A good example is wireless sensor networks. Deploying wireless sensor networks in turn enables many small projects that help many departments digitally transform the way they work. The infrastructure for one technology can be deployed relatively quickly after which many small projects are executed in phases.

Small projects are low-risk. A small trial of a solution in one plant unit finishes fast. After a quick success, then scale it to the full plant area, and then scale to the entire plant. Then the team can move on to start the next pilot project. This way plants move from PoC to full-scale plant-wide implementation at speed. For large organization with multiple plants, innovations often emerge at an individual plant, then gets replicated at other sites, rolled out nation-wide and globally.

Use Existing Platform

I have also seen big bang approach where plant pours a lot of money and resources into an additional “single software platform” layer for data aggregation before the first use-case even gets started. This new data aggregation platform layer is meant to be added above the ERP with the intention to collect data from the ERP and plant historian before making it available to analytics through proprietary API requiring custom programming. 

Instead, successful plants start small projects using the existing data aggregation platform; the plant historian. The historian can be scaled with additional tags as needed. This way a project can be implemented within two weeks, with the pilot running an additional three months, at low-risk. 

Think Big
I personally like to add you must also think of the bigger vision. A plant cannot run multiple small projects in isolation resulting in siloed solutions. Plants successful with digital transformation early on establish a vision of what the end goal looks like. Based on this they can select the technologies and architecture to build the infrastructure that supports this end goal.
NAMUR Open Architecture (NOA)
The system architecture for the digital operational infrastructure (DOI) is important. The wrong architecture leads to delays and inability to scale. NAMUR (User Association of Automation Technology in Process Industries) has defined the NAMUR Open Architecture (NOA) to enable Industry 4.0. I have found that plants that have deployed digital operational infrastructure (DOI) modelled on the same principles as NOA are able to pilot and scale very fast. Flying StartThe I&C department in plants can accelerate digital transformation to achieve operational excellence and top quartile performance by remembering Think Big, Start Small, Scale Fast. These translate into a few simple design principles:

  • Phased approach
  • Architecture modeled on the NAMUR Open Architecture
  • Ready-made apps
  • East-to-use software
  • Digital ecosystem
World Economic Forum Discovers Manufacturing Strategy

World Economic Forum Discovers Manufacturing Strategy

Industry 4.0 and Industrial Internet of Things describe manufacturing strategy as much as technology. But as I occasionally write here and write daily on my spiritual practices blog, there is a people side to all this technology and strategy.

Technologists (most people reading this site) tend to talk technology. Then they get carried away and think that technology will replace all need for people. Hence the science fiction writing and movies on that theme.

Arianna Huffington (the Huffington Post) attended the recent gathering of the world’s elite in Davos, Switzerland at the World Economic Forum. She discovered manufacturing and Industry 4.0. But she wrote a book on the power of getting enough sleep for your essential health. She managed to weave a story from both threads.

Manufacturing strategy

She writes:

The dominant topic of discussion this year — both inside the talks and panels and outside, as well — was transition. Klaus Schwab, the Forum’s founder and executive chairman, captured this sense — the possibilities as well as the challenges — with this year’s theme, the Fourth Industrial Revolution.

Schwab describes this new period as “the fusion of technologies across the physical, digital and biological worlds which is creating entirely new capabilities and dramatic impacts on political, social and economic systems.” It’s an era of automation, constant connectivity, and accelerated change, in which the Internet of Things meets the Smart Factory.

Yes, this new manufacturing strategy, which I must say seems to focus on what we call discrete manufacturing (think autos, airplanes), seeks to go deeper in employing digital technologies. In many ways it is following the lead of process industries (they hate the word manufacturing even though that is a government classification) which always seems to lead in applying math and rigor to its processes.

She continues, quoting Mark Benioff of Salesforce about people and technology:

If the Fourth Industrial Revolution will be defined by speed, connectivity, and change, there’s also a need for a countervailing force. Salesforce CEO Marc Benioff said, “Speed is the new currency of business.” But as he also said, the Fourth Industrial Revolution begins with trust, which has been at the heart of business as long as business has existed — and will only become more important in our more transparent ever-faster-moving world. Benioff’s point exemplified a larger truth of this year’s Forum, that far from being add-ons, a focus on trust, transparency, purpose, and a deeper kind of connection are central to meaningful success in the Fourth Industrial Revolution.

I’ve been writing about trust and transparency on my other blog this week. Sometimes we forget basic human values in our pursuit of either technology or profits.

Oh, yes, and she adds that we all need enough sleep each night to perform at our peak. You can go buy her book–or sleep on it.

 

 

World Economic Forum Discovers Manufacturing Strategy

Loop Performance Monitoring Integration with Rockwell Process Automation

Just catching up on news that has built up over the extended holidays from Thanksgiving through New Years with one on process automation. I had a chat with Control Station’s Dennis Nash about the planned integration of its PlantESP Loop Performance Monitoring technology within the PlantPAx distributed control system from Rockwell Automation. Process data will be accessed natively from within the PlantPAx system environment using FactoryTalk Historian, and individual PID control loop configuration will be automatically populated to the new application’s dashboard.

Rockwell just keeps growing its process business. Its Process Systems User Group held last November in Chicago was yet another large gathering.

“Rockwell Automation continues its efforts to better serve the process industries by leveraging best-in-class solutions from its network of Encompass partners,” shared Tim Shope, Global Process Technical Consultant Manager from Rockwell Automation. “PlantESP is an obvious fit in that it will provide our customers with enhanced awareness of issues affecting their process’ day-to-day operational efficiency.”

Control Station’s PlantESP actively monitors the performance of PID control loops on a plant-wide basis and provides actionable insights. Equipped with a portfolio of key performance indices and advanced forensic tools, PlantESP simplifies the identification of performance issues and the isolation of the associated root-causes. Specific performance challenges addressed by PlantESP range from mechanical and controller tuning issues to constraints associated with process architecture. PlantESP uses a production facility’s existing process data and proactively alerts production staff of negative performance trends.

“The average plant has 100s if not 1000s of control loops which can be challenging for production staff to manage,” noted Rick Bontatibus, Control Station’s Vice President of Global Sales. “The combination of the PlantPAx System and PlantESP enables those same staff to focus their efforts on issues that will have the greatest impact on production efficiency and throughput.”

PlantESP is recognized as a leading control loop performance monitoring technology that has been successfully deployed at production facilities spanning the process industries. It is equipped with an array of highly effective and proprietary diagnostic tools, including advanced KPIs for identifying and quantifying stiction – a leading mechanical issue facing process engineers. PlantESP also includes a unique optimization utility called TuneVue that proactively captures everyday output changes for the purpose of isolating control loops that are in need of tuning. TuneVue is based on Control Station’s NSS Modeling Innovation and it is the only such utility that can accurately model the noisy, oscillatory process dynamics which are typical of industrial production and control environments. Collectively these and other PlantESP capabilities allow production staff to prioritize their efforts on issues that will have the greatest impact on performance.

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