Slide 1 WW OPS-03 Model and Execute Sustainable Operational Processes with ArchestrA Workflow Dirk Kozian Product Manager, Batch & Workflow Software Maryanne Steidinger Director, Product Marketing © 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners. ArchestrA Workflow enabled System Platform Advanced Collaboration Faster process implementation & control Human workflows & Knowledge Capture Actionable Notifications Multi-Channel Communication Slide 3 System Platform Drag-n-drop Workflow activities ArchestrA Workflow Workflow Engine Maintenance Example … Event automatically captured and context prepared Maintenance event occurs at shop-floor Workflow Initiated Supervisor notified ( SMS, Email ) N Decision to HOLD production Production continues Maintenance Tech. receives maintenance order on mobile device Maintenance Tech. completes order Slide 4 Y W O R K F L O W Communication with context sent to Maintenance Maintenance notified ( SMS, Email ) Communication shared with Supervisor Maintenance performs inspection and submits report Concurrent communication with Production Scheduler & EAM Application Maintenance order created in EAM app. Scheduler updates production schedule Communication with Maintenance Tech. Concurrent communication with Production Operator & EAM Application Maintenance order closed in EAM app. Production Operator notified to start production Click-n-Configure Don’t Program – just configure your processes. No extensive scripting to create, edit or maintain complex processes. ArchestrA Workflow lets you to click-n-configure your processes within System Platform Slide 5 Model: Both Plant & Processes Plant design with System Platform – Process design with ArchestrA Workflow System Platform helps build visual plant model. Now build and visualize Processes too with award-winning drag-n-drop ArchestrA Workflow Process Designer. Process Model Plant Model + Slide 6 Actions on the go Actionable notifications Delivered on multiple channels Operators, Supervisor and managers can take actions on the move. Decide, approve processes from your emails, SMS and other tools. Prompt & right action at the right time. Slide 7 FORMS: Digital Data Collection Digital Forms to capture & use information The Forms module of ArchestrA Workflow allows Operators to capture and process information. Supervisors can trace information when electronic documents are used. Submission of a Form can be used to trigger workflow. Slide 8 Paperless Processes Alerts, Steps & Forms delivered on operator screens ArchestrA Workflow eliminates paper based SOP’s, Steps and Procedures. Tight integration with InTouch & System Platform gives embedded workflow experience. Easier process implementation. Audit trials & compliance tracking. Slide 9 Closed loop Strategy to Shop floor Connect Business Applications to shop floor policies/processes Connect System Platform with other Business Applications easily. Now business decisions can translate as end products faster. Be more competitive, dynamic and flexible. Slide 10 Water Treatment: Chemical Feed Mgmt. Key parameters monitored with System platform Chemical feed is controlled by System Platform based on inlet and outlet water parameters Highly contaminated water detected Chemical feed to be increased than normal level. APPROVAL? Additional effluent treatment steps communicated to operator with built in acknowledgement & confirmation Approval Notification to Engineer Escalation Notifications built in Chemical quantity set & feed approved ArchestrA Workflow ArchestrA System Platform Slide 11 Outlet Water treatment F&B – Ingredient Substitution ERP/SAP Work Order for production Material order from Inventory Material Unavailable Material Available Notifications to Quality Regular Production process Identifies substitute material Initiates Chemical analysis Using Forms Approval request with Chemical analysis report to Plant Manager Slide 12 ArchestrA Workflow ArchestrA System Platform End Product Remote maintenance in a refinery • Event details collected with AWF Forms • Supervisor confirmation • Event closure & reporting Maintenance Event Mobile Maintenance Team • Maintenance notification via Mobile/PDA • Enforced Acknowledgement & confirmation • Job allocation Maintenance Control Room Slide 13 • • • • Event Captured Contextual info captured Communicated to Maintenance System Built-in Escalation Generic Lockout/Tag out Procedure Multiple Information & Approval requests Authorized user initiates LOTO procedure for machines involved from an asset management system ArchestrA Workflow identifies the machine and initiates specific form for LO/TO audit Audit verified 2 1 Audit submitted 3 LOTO initiated Approved personnel and affected employees informed Machine specific Shutdown procedure initiated Energy Source disconnection/isolation /draining verification LO/TO - ArchestrA Workflow makes it easy to implement complex workflows involving multiple actors/functions - Along with System Platform can trigger specific workflows based on defined parameters of a machine Slide 14 ArchestrA Workflow 2012 SP1 Available October, 2012 New Features: • Ease of Use improvements • Work Tasks Mobile App for iPhone/iPad • Electronic Signature capture • Packaging of workflow artifacts Slide 15 Greater Ease of Use • New InTouch WorkItem Control • Updated Demo Content for Workflow/System Platform Integration • Enhanced Database Lookup • Highlight Cells/Rows in Data Grid • Deleted List Items Slide 16 New Work Tasks Mobile App • iPhone & iPad app • Update tasks anywhere, anytime • Receive new task notifications • Approve or Reject a task • Flag a task based on importance • Fill out a Form • Remote Notification Service included Slide 17 New Electronic Signature in Forms • Higher Security - Electronic Signature Support • Authenticate a user via their electronic signature • More easily comply with regulatory requirements Slide 18 New Packaging Workflow Artifacts • Enables Ease Of Distribution • Database Connections • Lookups • Lookup Folders • Creating, • Updating, • Editing, • Versioning • Will include other artifacts such as Lists, Forms, Workflows with next versions Slide 19 Thank you! Questions? dirk.kozian@invensys.com maryanne.steidinger@invensys.com © 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners.