business driven automation vf

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Standards

Certification

Education & Training

Publishing

Conferences & Exhibits

Business DrivenAutomation

Andre Michel

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Presenter- Andre Michel

• Laval University 1984 in Electrical Engineering• Master Degree Quebec University in Project Management• 26 Years experience in Automation and PM.• ISA Montreal President Elect, Secretary and Professional

Development Chair• ISA Food and Pharma Division Newsletter Editor• ISA Professional Development Track Committee Member• ISA 106 Committee Member• PMI Pharma CoP Council Member and Knowledge Management

Lead

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Why Automate

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The business driver process

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What and When to Automate

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Process Drivers

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Operation Drivers

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Maintenance Drivers

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Safety Drivers

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Maintenance Drivers (2)

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Facility Integration Drivers

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Level of Automation

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Technology Ladder (need to find anotherterm then ladder)

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• What is it?A simple visual method to

describe which level andtype of technology yoursystem is (or will be)using

• WhyAs a method to compare

your system to others .

As a picture of where yourfuture will be .

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Technology ladders

Instrumentation

Wiring

Hardware

Software

FacilityIntegration

(SP95)

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Technology Ladder – Measurement and Wiring

Measurement• Attempt to classify where

the system stand in term

of measurementtechnology and how theinformation is managed.

• From local indicator to

fully self diagnosticnetworked instrument

Wiring• Describe the wiring

technology used• From the usual 4-20 mA

to wireless

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Hardware and Software

Hardware• Define the level/

complexity of the

hardware used in thesystem• From single components

to fully redundant

systems

Software• Describe the complexity

to the software

functionalities• Software might be used

only for simple monitoringand data acquisition to

very complex predictivecontrol

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Facility Integration

• From the usual historian run in parallel (or embedded) ,control systems might be surrounded an integrated withother management system as high as the company ERP(See S95 model)

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Technology Ladders

Low Medium HighInstruemntati

onLocal

Indicators withmanual

ProcessRedulation

SmartInstrument

Self Diagnosticnetworked

instrumentsWiring Convential

HardwireHart Local

ControllersPartial field

bus +Field Buses Wireless

Hardware Single fai luretake down theentire system

Isolatedfailures doesnot affect the

Redundancyon criticalcomponents

100%reducdancy

Software (1) Manual Eventmonitoring/al

arming

Discretecontrol

Regulatorycontrol

Proceduralcontrol

Nureal andFuzzy

Predictivecontrol and

failureManagement

SystemsNone Historian Redundant

historianReal SPC Recipe

managementMES Complete

integrationwith ERP

Complexity

(1) maybe a combination of several factors such as: basic control, procedural control, coordination , recipe management ,

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How to evaluate (pick a rung)

Intuitive Approach• Use a similar table then

previous• Each level is discuss.

More Rigorous• Specific questionnaire are

built• Questionnaire are

completed byEngineering ,Maintenance and

Operations

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Results

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Area ResultEstimate Once a good system is in place , the system score may be

used as an input to the estimation processCommunication The classification becomes an excellent tool to explain to

management cost variability from a system to another

Onboarding Also an excellent tool for training new staff on projectsand/or for maintenance and operation

Baseline Provides a written record and baseline of the technicaldecisions and scope developed during the conceptualphase of the project.

Driving execution An early and clear picture, may be use for the entireproject execution to answer scope related questions.