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HOE8: ArchestrA Workflow - Empowering Your People Through Collaboration 

HOE8: ArchestrA Workflow - Empowering Your People Through Collaboration . Nick Santucci Dirk Kozian November 2011. Invensys Enterprise Control Offerings. Corporate Systems. Industry Solutions Services: Consulting, Project Execution, Learning,

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HOE8: ArchestrA Workflow - Empowering Your People Through Collaboration 

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  1. HOE8: ArchestrA Workflow - Empowering Your People Through Collaboration  Nick Santucci Dirk Kozian November 2011 Invensys proprietary & confidential

  2. Invensys Enterprise Control Offerings Corporate Systems Industry Solutions Services: Consulting, Project Execution, Learning, Operational Improvement, Maintenance & Support Partner Ecosystem Corporate Software Applications Invensys and Third Party Manufacturing / Production Operations Automation Invensys and Third Party Enterprise Control System IT Platform Integration and Collaboration Platform

  3. Where The Offerings We Will Discuss Fit Within TheInFusion Enterprise Control System

  4. Pillars of Operational Excellence and Focus of This Discussion Operational Excellence Level 3 (Multi-plant/Multi-site) Environment And Safety People Level 2 (Plant Floor/Area) Asset Level 1 (Resource/Asset) Control

  5. Our Customer’s Challenges… • Responding to market dynamics • Driving higher levels of quality/consistency • Managing compliance & regulation • Coordinating with suppliers & vendors • Reducing operating costs • Managing global operations • Increasing operational excellence Global pressure to improve safety, compliance, quality, productivity and cost are forcing companies to evaluate and improve their business processes.

  6. What is ArchestrA Workflow Software? • ArchestrA Workflow Software is an application that enables companies to automate processes that include people, operational, and business systems. • ArchestrA Workflow Software enables companies to Model, Execute, Analyze and Improve work processes to drive higher levels of collaboration, productivity, and innovation.

  7. Benefits of Process Management

  8. Example Workflow Scenario… BPM Maintenance event occurs at shop-floor Event automatically captured and context prepared Workflow Initiated Communication with context sent to Maintenance Maintenance notified ( SMS, Email ) Supervisor notified ( SMS, Email ) Communication shared with Supervisor Maintenance performs inspection and submits report Decision to HOLD production Concurrent communication with Production Scheduler & EAM Application N Y Production continues Maintenance order created in EAM app. Scheduler updates production schedule Maintenance Tech. receives maintenance order on mobile device Communication with Maintenance Tech. Maintenance order closed in EAM app. Concurrent communication with Production Operator & EAM Application Maintenance Tech. completes order Production Operator notified to start production

  9. InFusion Enterprise Control System – Corporate Systems Corporate Operations Management Applications Invensys and Third Party Performance Safety Control Execution ERP Governance Supply and Demand Chain Optimization Measurement and Instrumentation Web Portal Application Services Manufacturing / Production Operations Automation Systems and Equipment Invensys and Third Party Enterprise Integration Historian Open Device Integration BPM Workflow System Platform IT Platform

  10. Workflow Platform • Types of Workflows • Application Specific • Workflow Platform SAP InTouch HMI Control/SCADA Microsoft SharePoint 2007/2010 System Platform • Solution Focus • One Window • Intuitive Forms • Human Workflows • 100% browser based • Integration with existing applications Safety MES ArchestrA Workflow “Every Stakeholder that needs to be involved, gets involved” Microsoft BizTalk Intelatrac Mobile Solutions Microsoft Office Model-based Technology Outlook 3rd Party Applications Word PipePhase LIMS ROMEO OTS PLM

  11. Model Model the Process – Create Processes, Forms, & Reports Execute Execute the Process – Manage & Escalate Tasks, Coordinate Resources Analyze Analyze the Process - Find Bottlenecks, Get Alerts Improve Improve the Process – Continuous Improvement ArchestrA Workflow Software“Key Elements”

  12. ArchestrA Workflow SoftwareModel • Process Designer • Intuitive, visual modeling environment • Out-of-the-box configurable workflow activities for common workflow tasks • Processes can be imported from Microsoft Visio • Supports complex branching and decision trees • BPMN (Business Process Modeling Notation) compliant • Forms Designer • Model complex forms to collect or visualize data • WYSIWYG editor enables end-users to create new forms or maintain existing forms • Forms can be linked to, or initiate, workflows • Supports use of Microsoft InfoPath® forms

  13. ArchestrA Workflow SoftwareExecute • Workflow Execution • Workflow task execution is seamlessly integrated with Invensys applications • End-users interact with workflow tasks via Wonderware InTouch, web browser, smartphones, PDA, email, voice and IM • Sophisticated human workflow management, calendar management and task escalation • Comprehensive Microsoft Outlook integration • Extensive 3rd party application integration capabilities Multiple Communication Channels

  14. ArchestrA Workflow SoftwareAnalyze • Business Activity Monitoring (BAM) • Out-of-the-box activity reporting and activity monitoring views • Associate workflows with BAM events • Customizable Key Performance Indicators (KPIs) • Standard out-of-the-box performance analysis • Visibility to workflow instances and genealogy • Proactive alerts of business exceptions and KPIs

  15. ArchestrA Workflow SoftwareConnectors & Accelerators • ArchestrA System Platform Connector • Extends standard objects in IDE with a workflow tab to configure workflow events • Provides seamless integration of workflow design and administrative activities from within the IDE • Provides ArchestrA graphic templates for task delivery and response • Wonderware MES Connector • Provides configurable workflow activity to transact with MES middleware, as well as retrieve data • Enables MES middleware events to invoke workflows • Wonderware IntelaTrac Connector • Provides configurable IntelaTrac Action to invoke workflows • Provides configurable workflow activity to invoke IntelaTrac web services

  16. ArchestrA Workflow SoftwareConnectors & Accelerators • SAP Connector • Provides configurable workflow activity that reads/writes information from/to SAP • Exchanges data with SAP using standard RFCs/BAPIs • BizTalk Connector • Invokes workflows from BizTalk orchestrations for human workflow integration • Invokes BizTalk orchestrations from workflows for advanced system integration • SharePoint Accelerator • Provides advanced workflow capability that seamlessly integrates SharePoint with your manufacturing processes

  17. Workflow-Enabled ApplicationsHMI Application Examples • Operator Alarm Response Management – Guide operators through a series of actions to resolve a particular alarm condition. If necessary, collaborate with other resources or escalate to a supervisor. • Electronic Work Instructions – Guide operators through standardized and validated processes that have been established for common production activities such as: machine setup, line shutdown, product changeover, etc. • Model-Driven HMI Logic – Leverage the visual modeling capability to eliminate custom script used for defining process, machine or line control logic at the supervisory level.

  18. Workflow-Enabled ApplicationsMES Application Examples • Specification Change Management – Coordinate appropriate resources, enforce the decision making process, communicate the decision back to the stakeholders, update the target applications (e.g. PLM and MES). • Positive QA Release – Compile data from appropriate sources (MES, Historian, etc.), highlight inconsistencies, coordinate reviews or additional actions based on disposition (e.g. release to distribution, hold for QA review). • QA Hold Resolution – Notify resources to review hold condition, coordinate reviews or additional actions based on disposition (e.g. remove hold, return to vendor) • Model-Driven Business Rule Management – Leverage the visual modeling capability to eliminate the custom script or code used for defining classic MES business rules.

  19. Workflow-Enabled ApplicationsMobile/IntelaTrac Application Examples • Demand Driven Plant Floor Inspections – Leverage the ability to create new procedures as needed for your mobile workforce. • Coordinated HACCP Inspections – Coordinate appropriate resources, enforce the decision making process, communicate the decision back to the stakeholders, update the target applications (e.g. PLM and MES). • Lean Manufacturing Procedure Enforcement/Operator Driven Reliability Support – Perform Preventative Maintenance (PM’s) tasks on all types of well and production equipment, and communicate back to the appropriate target applications • Coordinated Equipment Startup/Shutdown Procedures - Enforce sequencing of work tasks with location verification and access to digital copies of equipment drawings and procedures based on situational awareness.

  20. Workflow-Enabled ApplicationsERP Application Examples • Material Receiving & Inspection – Enforce QA sampling plan, highlight information that is out-of-spec, coordinate any additional reviews or actions required to complete the receiving process, send information to ERP application. • Master Data Approval – Coordinate appropriate resources to review master data changes, enforce the plant-level signoff process, update the appropriate applications (e.g. Quality, MES, LIMS, etc.) on the plant floor. • Production Order Download Synchronization – Receive bulk production orders from ERP, apply plant specific business rules to break down the bulk orders into manufacturing orders. • Production Order Reconciliation – Compile production records associated with a production order, coordinate resources to review the records, highlight inconsistencies with the data, capture changes, send reconciled data to ERP.

  21. Use Scenario for ArchestrA Workflow 2012 for System Platform Environmental Pollution Incident Reporting

  22. Problem Description Environmental pollution is a critical situation in any productionenvironment. To dispose hazardous waste is costly, time consuming, and against the positive public perception of an Enterprise (being green = being good). Anytime pollution occurred, a company is held responsible to provide accurate information on Who was involved, What exactly happened, When did the incident occur, but also What actions have been taken, and Who has been informed

  23. Scenario • Barrels are filled, the weight is controlled, and the barrels are wrapped up and stored in a safe area. At any point, a barrel containing hazardous waste can fall off the conveyor belt. Proposed Solution Provide a system that automatically collects all relevant information such as People, Equipment, Materials, Actions Taken to enable governmental incident reporting.

  24. Solution Participants and Systems • ArchestrA Workflow Software 2012 • Wonderware Application Server 2012 • Wonderware InTouch 2012 • Kevin, the Operator • Michelle, Supervisor

  25. Use Scenario – Representation Did Kevin take action? Kevin opens his inbox and fills the form with relevant information and submits the form. (System ensures information is complete) Workflow is triggered Issue Identified by Conveyor Monitoring system InTouch Screen (Action Needed) Supervisor Approval received Supervisor is notified to review the form submitted by Kevin and approve as appropriate No Yes Yes Escalation sent to Supervisor No App Server updated with contextual information Workflow Ends

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