copyright © 2007 osisoft, inc. all rights reserved. leverage your pi system with af 2.0 to...

Copyright © 2007 OSIsoft, Inc. All rights reserved.

Leverage Your PI System with AF 2.0 to Implement and Manage Your Operational KPIs

Michael SaucierCEOTranspara Corporation

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Agenda

Business ChallengeIntroduction to KPIs & Transpara Visual KPIThe AF 2.0 revolutionUsing AF 2.0 for Operational KPIsDemoConclusions

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Business Challenge

The health of a business is relevant to every employee and affected by their behavior

Most employees have no idea how their actions contribute to the business

Critical info is sometimes difficult to access Now what? Create transparency using

Mobile Composite KPIs!

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KPIs Defined

Key – Only a subset of all possible viewpoints, those which best reflect the state of an asset, organization or financial entity

Performance – Metrics related to performing ones job, or adhering to corporate or government standards, or achieving customer satisfaction

Indicator – Not a closed-loop function, KPIs are to be used by people to help them take correct action

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Composite Measures Defined

Re-purpose existing dataAssembled rather than programmed Extend value of data already createdExample: Production Rate

Target value from SAP Actual real-time data from AF / PI High and Low quality limits from SQL Server Max and Min of machine capability from MRO

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Mobile Access Defined

Desktop is a givenBusiness is not conducted sitting

in an officeMany roles require mobile

access to data but instead rely on phone calls

KeySpan’s talk details a dozen roles in which they employ mobile data access

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Mobile, Composite KPIs

Decision Support Data on the go

Any SystemAny DataAnywhereAnytime

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Anatomy of a KPI

Min Max

Actual

Low Low High High

Low High

Target

Status = GOOD

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Anatomy of a KPI

Min Max

Actual

Low Low High High

Low High

Target

Status = HIGH

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Anatomy of a KPI

Min Max

Actual

Low Low High High

Low High

Target

Status = HIGH HIGH

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Typical KPI Configuration

KPI Attributes can include: Actual Value (the only required attribute!)

Sourced from PI, AF 2.0, RDB or an application Dynamic Attributes (time-varying)

Sourced from PI, AF 2.0, RDB or an application Static Attributes (non time-varying meta-data) Auxiliary Data

Responsible Party

Notification Definition

Associated Displays and Links

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Anatomy of a single Scorecard

A collection of KPIs related to each other in some significant way at run-time

Collection criteria can be a combination of Dynamic and Static KPI Attributes

Some examples: All KPIs for Equipment Type 1300, With

Priority 1 Alarms in the Western Region All KPIs for Asset 67 with Status <> Good

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Dealing with Many KPIs is Hard

Most companies have hundreds or even thousands of KPIs

Beyond a few dozen KPIs, the Scorecard Format suffers. Enter the KPI Map

KPI Map is good for up to hundreds of KPIs

Example: All KPIs from the NE region All Wind Farm Assets

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Even more KPIs – Use Rollups!

Rollups typically use “worst-case”Overstates low-level problemsTranspara developed the True Roll-UpTM

concept to handle this problemTrue Roll-Up (TRU) accurately reflects the

state of the entire hierarchy regardless of the number of KPIs involved.

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What is True Roll-UpTM?

Not “worst-case” but the entire state map of all KPIs TRU Chart as Percentage Bar or a

Percentage Pie chart. Drill-downs automatically adjust

for total number of KPIs in hierarchy The TRU Chart at any level in the

hierarchy shows the percentage in any state for all KPIs below that level

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Visual KPI 3.0 Architecture

PI Historian

Real-time Data

AF 2.0 Data

Perf Equations

Any RDB

Existing Data

External KPIs

Any LOB App

Link to financials

Planned values

SAP, MRO, etc.

Visual KPI Server Composite KPI Engine

All meta data in SQL 2005

Windows Server 2003

ASP 2.0 Web Site

Web Services Config

`

Visual KPI Excel Editor Excel 2003 or Excel 2007

with VSTO

Configuration only, no run-time association or storage

Publish Scorecards via Web Services

Data Sources Any Mobile or Desktop Client

Web S

erv

ices

Web S

erv

icesXML over HTTP

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The AF 2.0 Revolution

An application layer for PI Replaces programming with configuration (PI System

Explorer) Organization of your data—1000s of points

According to naming convention In the way that you would like to use it in displays and

applications Organizes relational and complex data with your PI data Your domain knowledge is reusable (centralized) Protects your investments in your displays, reports, and

applications like Visual KPI

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Relationships Sourced from Assets

Tower 1

Tower 1

Tower 1

Plant 1

Tower 1

Connectivity Hierarchy Role-based

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Different KPIs for Each Relationship

Tower 1

Tower 1

Tower 1

Plant 1

Tower 1

Connectivity Hierarchy Role-based

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Different KPIs for Each Level

#####

##########

##########

Asset Template

Data Layer

Model Layer

Cases

Analysis Layer

Time

Time

Time

Time

Model-based Analytics nModel-based

AnalyticsModel-based Analytics 1

2

`Data

Visualization

Àsset

Visualization

Àsset

Visualization

Ànalysis

Visualization

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AF 2.0 - New Features

PI System Explorer Improved Element HierarchyVersioningHierarchical AttributesFile Type AttributesEnumeration SetsMultiple PI Server supportObject level security

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AF 2.0 – A New Source for KPIs

PI System Explorer helps you find KPI Attributes Improved Element Hierarchy creates more logical

access AF Element versioning allows Visual KPI to simply

use the active version! Hierarchical Attributes makes the mapping to KPI

Attributes simple and intuitive Multiple PI Server support allows KPI attributes to

come from anywhere in the Enterprise

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AF 2.0 Demo Architecture

Pre-Mixer > Reactor > Heat Exch > Prod StorageOnly Heat Exchanger is modeled

Standard Shell & Tube, 14 KPIs KPI Actual values indirect PI

points in AF template KPI Limits use static AF attributes,

but could easily be dynamic Non-process data is simply

added in Visual KPI as meta-data

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Visual KPI Server

AF 2.0 – Demo Architecture

Programmatic Access

PI SystemAF 2.0

Time Series Data Sources

…

Honeywell ABB Delta-V Rockwell

…

SCM RDBMS MES

HoneywellInterface

ABBInterface

Delta-VInterface

RockwellInterface

Time-Series Data

Non Time-Series Sources

…

Plant Models

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AF 2.0 Attributes are KPI Attributes

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AF 2.0 Attributes are KPI Attributes

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Visual KPI uses AF 2.0 Path

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AF 2.0 Versions Used Automatically

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Easily repurposes data from OSIsoft AF 2.0, OSIsoft PI, SQL Server, Oracle and any ODBC data source by delivering Scorecards, KPI Maps, KPI rollups and Real-time trends to browsers for decision makers ON THE GO Works with any desktop, almost any mobile

device

Leverages existing data from many systems

Supports hundreds of real-time data sources and hundreds of different mobile devices

Gives stakeholders “one version of the truth”

Reduces risk with more people are in the loop

Visual KPI

100’s of Data Sources

Mobile Composite KPIs

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``

ENTERPRISE

UnstaffedAsset (100’s of sites)

Smart Connectors

StaffedAsset (10’s of sites)

Division HQ’s

BusinessSystems

PortalServers

ApplicationServers

Remote PI System

PI Analytics

Smart Connectors

Remote PI System

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`

`

PI Analytics

Smart Connectors

`

`

Division Level PI System`

`

`

`

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Joint VenturesEmployeesRegulatory Agencies

PI Analytics

Smart Connectors

Data Access

Enterprise PI System

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`

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Mobile Enterprise KPIs with AF 2.0

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No Matter Where You Are

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Now You Know

copyright © 2007 osisoft, inc. all rights reserved. leverage your pi system with af 2.0 to...

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