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Gestion du cycle de vie du système d'information industriel basée sur les normes et méthodes de gestion industrielles
Club18 le 14/09/2006

Jean Vieille www.psynapses.com j.vieille@psynapses.com
Industrial Information System Lifecycle Management

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Agenda



Information & Systems Industrial Enterprise The Information Factory Combining Industrial & Information Systems CCM Process Improvement

Industrial Information System Lifecycle Management

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Information & Decision
Information surrounds everything Information might be the ultimate meta theory in Physics Information might be the ultimate material component Changing the world, giving existence to something implies Decision Decision reveals information, makes it "concrete" Information allows decision, which triggers action Information is also involved in decision and action The outcome of a decision is a new information leading to subsequent action, and ultimately changing the physical world

Industrial Information System Lifecycle Management

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Decision is the Key ­ the OODA Loop
Each arrow involves information

http://en.wikipedia.org/wiki/OODA_Loop
Industrial Information System Lifecycle Management

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Information and Time
Information and Time Real time information : knowledge of the current situation History information : memory of the past experiences Prospective information : extrapolation of the future based on history, RT information and acquired knowledge Time compensates for the lack of universal, extensive knowledge, information Information is Knowledge : Time is Ignorance... (Alexei Grinbaum)

Industrial Information System Lifecycle Management

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Information handling and processing
Information is supported by numerous media Sound, vision, smell, telepathy, waves, Quanta... Electronics is an additional media Computer HW and SW is only one part of the information system The role of information system is to reveal information to physical observers (other computers, humans) Computing an « optimal schedule » is revealing a better way of arranging the activity program (the best is unkown because of the lack of computation power)

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IIS and Information Processing
Information system deals with several dimensions Real time processing, Transactional processing, data storage, knowledge management, analytics, modelling, simulation and optimization, collaboration... MRP, DBR or PID are examples of computational methods to achieve particular decision processes
Operations planning Operations optimal scheduling Physical measurement control


Information system can learn the corresponding algorithms :


explicit knowledge capture Apply / enforce captured knowledge
Industrial Information System Lifecycle Management



can perform them


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Value of the information system
Referring to IS in terms of HW/SW investment HW/SW are not the only way of achieving the requested information support, other media might satisfy the needs as well Though information is critical, an information system on its own has no global value


Though local performance can be measured

The information system value is measured through the decision processes it supports and the contribution of these processes to the industrial enterprise success How to assess the IS contribution to the Enterprise success ? It is the purpose of Strategic guidance and Master Plan CCM sub-processes


What if the IS would not perform a particular function? What if it performs the function optimally? How much are we going to progress because of this particular function? How the IIS enables or prevents the implementing of our strategic roadmap?


Industrial Information System Lifecycle Management

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Agenda



Information & Systems Industrial Enterprise The Information Factory Combining Industrial & Information Systems CCM Process Improvement

Industrial Information System Lifecycle Management

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Enterprise Stakeholders
Suppliers State (Taxes) Market Customers (Demand)

ENTERPRISE
Community (Environment) Shareholders Investors Capital Suppliers
Industrial Information System Lifecycle Management

Workers (Necessary Resources for operation)

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Stakeholders Power on the Enterprise
Stakeholders Want to get more Employees Customers Community State Suppliers Wages and other benefits Value Life Quality Taxes Order volume and prices With less Effort Work and Effort Cost of Ownership Self Annoyance Controls Cost of Sales Invested Capital

Shareholders Benefit

Industrial Information System Lifecycle Management

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Industrial Enterprise Structure
An industrial enterprise's purpose is to make money by selling physical, tangible entities : products, goods, energy The VAD (Direct Added Value) concept splits the Enterprise in 3 main entities (Paul-Louis Brodier) The Shareholders who expect revenue from their investment The Company owned by the Shareholders, managing the shareholders capital and providing financial resources to the Business The Business owned by the Company, leveraging Company's capital

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2 main Business Processes and production system
An industrial Business has 2 main processes The Value Chain Creates Value that is perceived by the customers ­ making requested products The Sales Process Creates Value for the capital shareholders by connecting the Value Chain to the Market


Industrial Information System Lifecycle Management

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Value Chain process
Create value that is perceived by the customers - making requested products Handles physical flows and transformation Includes facilities for processing physical entities (material, goods and energy) Involves internal and external resources (sub-contracting) Is at the bottom of the decision hierarchy of an Industrial Enterprise Receives orders from Business Has capabilities and capacities able to fulfil these orders Has its own domain of responsibility To serve the business diligently To manage its resources efficiently The production system is the main component of the Value Chain

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Sales Process
The Sales Process Creates Value for the capital shareholders by connecting the Value Chain to the Market Includes all activities which are not related to physical aspects of production, mainly Marketing, R&D Sales, Purchasing Planning Directs the Value Chain Defining its mission (what to do, how to do, what to use) Supervising its activities (for what it is important for the sales process) Monitoring its performance from the sales process perspective At the appropriate level of detail and freedom
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Enterprise global model
Shareholders Bank Government & Others Bank Government & Others Customers Capital
Money In

Benefit
Money Out

Company Profit

Investment, Inventory & Cash Flow
Money In

Business Suppliers
Sales Process Money Out

Control
F. Product Value Chain R. Material

Industrial Information System Lifecycle Management

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Agenda



Information & Systems Industrial Enterprise The Information Factory Combining Industrial & Information Systems CCM Process Improvement

Industrial Information System Lifecycle Management

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The Industrial Factory

RAW material

PRODUCTION SYSTEM Intermediate, Semi-finished Internal Demand
Industrial Information System Lifecycle Management

FINISHED Product

External Demand

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The Information Factory

Data

INFORMATION SYSTEM

Information

Decision (Human)

Decision (Automation)

Information

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Industrial vs Information Factory
We just process data into information instead of raw material to finish products Decision need replaces product demand Automation is a specific case as the decision is made by the information system itself. This is generally the case when the IIS supports transformation processes


This can happen in other processes too It can also apply externally i.e. when the product demand is self managed by sophisticated CRM (external demand) or Kanban (internal demand)



Automation addresses mostly internal processes


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IIS as a information factory
An information system processes the information the same way an industrial facility makes products, involving 3 lifecycles Resources Engineering corresponds to: the actual HW/SW solution and its inherent / implemented information processing capabilities = Information services (Corresponds to the manufacturing facility itself, including machinery, material, personnel) Product Development corresponds to : Definition of the information processing requirements including Information services and their usage scenarios as Information Processes Production Planning & Scheduling corresponds to : Run time usage of defined information services and processes

Industrial Information System Lifecycle Management

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ISA88/95 production system life cycles
Production Planning & Scheduling
Production Requests Segments Requests Product Segments RPE Process Segments EPE/RPE Resources Equipment, Material, Personnel
Industrial Information System Lifecycle Management

Product Definition

Production Capability

Product Engineering

Resource Engineering
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Information system life cycles
Run-time Information Processing
Information Processing Requests Information Services Requests Information Processing Definition Information Services (spec) Information Services (implemented) Information Processing Capability

Information Processing Definition

Resources HW, SW, DWH

IT Resource Development

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The Information Factory has specifics....
The performance of an industrial factory can be simply measured by its profit For an industrial business, the information factory does not produce value IIS only supports and serves the value making processes One way to assess the Information Factory performance is considering its users satisfaction : this is true at run time Satisfied users means that the provided functions perform appropriately Concerns "IT Resource Development" and "Run-Time information Processing" lifecycles That's not sufficient : "Good" functions may not bring value to business after all Functions for improving business bottom line may be missing, with nobody realizing the lack Concerns "Information Processing Definition" lifecycle

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Business vs Industrial Information Systems
IIS vs BIS Business Information System supports the Sales Process which is informational by essence ­ BIS is part of the process Sales Process is not related to facilities layout BIS shall be built on the Enterprise specific practices, decision processes and roles Industrial Information System supports the Value Chain Process which is physical by essence All Industrial information systems must be customized to match the supported specific physical facilities IIS shall be build on the physical production system framework ­ the Enterprise physical model

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IIS ­ Industrial Information System Scope
Business Information System
Marketing, R&D, HR, Engineering, Sales, Purchasing, Finance/accounting, planning

Industrial Information System ISA95
Operations Management Resource & Definitions Management Scheduling, Dispatching, Analysis, Performance, Tracking, Reporting

Production Inventory, Logistics Quality Maintenance Tooling ... Risk & Safety Information Configurations Documentation Regulation Incidents & Deviations ...

Execution Control Operating procedures, Recipes

Equipment Control Basic, Procedural, Coordination Control

Industrial Information System Lifecycle Management

ISA 88

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Information system : no longer THE framework
IT in Industry is still in infancy Still far from original intents. Just compare to the Internet public use Control systems Currently the best achievement Mandatory real time Flexibility in operations led to "flexible" control systems - ISA88 forces the information system to hang on the actual facility Business systems Most BIS still based on software with preconfigured functions & processes based on common practices SOA architectures slowly come up


Yet confined within proprietary solution for improving maintenance and reliability though this should be the opposite



Customer still need to learn their IT system,


Flexibility in business systems (BIS) is inexistent What about "MES", extended control systems?
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Agenda



Information & Systems Industrial Enterprise The Information Factory Combining Industrial & Information Systems CCM Process Improvement

Industrial Information System Lifecycle Management

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Combining Production & Information Systems, BIS & IIS
Company, shareholders
Information

Business Information System Money In Customers Sales Process
Information

Money Out Suppliers Knowledge KPIs

Industrial Information System
Information Information Information

F. Product Customers

Value Chain

R. Material Suppliers

Decision support

Industrial Information System Lifecycle Management

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Combining Production / Industrial Information Systems
Production System as a physical entity is the Framework (ISA88) Physical hierarchy corresponds to Decision hierarchy Any Information service or process is embedded within a specific Equipment entity, at any level


IIS doesn't exist by itself in the vacuum...

Information system is a supporting system, not a leading entity Any part of the production system might need IIS support Or can live without it


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Physical & Decisional hierarchy
Shareholders Company Enterprise Site Area Work Center Work Unit Equipment Module Control Module

Financial management Planning

Scheduling

Operations

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Equipment Entity embeds Equipment & Information

Physical Equipment

FT

Information Processing

Operation Management (MES) Execution Control (Recipes / Routings) Equipment Control (Automation)
Instruments, sensors, actuators Basic, Coordination & Procedural Control

Equipment Entity

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Equipment Entity ­ Low level example
Command Run pump at rate X Status Pump running At rate X

C E E E
Physical Equipment FT Equipment Entity

E

E

E
Information Processing
Basic Procedural Coordination

Industrial Information System Lifecycle Management

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Equipment Entities ­ High Level Example
Command Request Process capabilities Status / Response Processing Capabilities Catalog

C E E E
Physical Equipment Equipment Entity

E

E

E
Information Processing Process segment Definition lookup

Industrial Information System Lifecycle Management

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Equipment Entities ­ High Level Example
Command Optimize Orders' Scheduling Status / Response Optimized Orders' schedule

C E E E
Physical Equipment Equipment Entity

E

E

E
Information Processing Schedule Orders

Industrial Information System Lifecycle Management

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Agenda



Information & Systems Industrial Enterprise The Information Factory Combining Industrial & Information Systems CCM Process Improvement

Industrial Information System Lifecycle Management

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What is CCM
Control Chain Management® is a process to: Build and maintain the IIS Building the Information Factory, selecting and installing software solutions Define and design the information processing requirements Business, execution, and transformation processes support requirement Software components design and mapping Plan & Deploy the IIS Managing IIS master plan and deployment Improve continuously IIS evolution tied to strategic directions, user feedback and technology

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CCM process overview
1. SGU - Strategic Guidance Get and interpret Directions from Top Management 2. MPL - Master Plan Develop, maintain and monitor IIS development planning 3. FRP Functional Repository Develop and maintain global Information Processing / Services Definition 4. TRP Technical Repository Implement information processing / services capabilities from FRP definitions Develop and maintain global Technical components 5. DPL Deployment Projects Build, and maintain actual systems by implementing technical components (System engineering)

Industrial Information System Lifecycle Management

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CCM / Information Factory Relationship
1. SGU Strategic Guidance 2. MPL Master Plan

Management

Execution
3. FRP Functional Repository 4. TRP Technical Repository Feedback 5. DPL Deployment Projects

Information Processing Definition

Run-time Information Processing

IT Resource Development

Industrial Information System Lifecycle Management

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"CCM" Tools

t n a t s no C, DAV i r t ne m gana M no gn s uc o F e i (
) ec na m o r ep r f

i r u a M & ss ec o P t r (

, MPB, a mi S 6 g

Linking IIS development to Enterprise Bottom Line
Industrial Information System Lifecycle Management

CCM process

) s 88o m o t no C l ed AS r Il (

)l ed59 ASt a ep O o Mno r i I (

R Oh C y ppu S n a CS l i ( ) s edo M l

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Agenda



Information & Systems Industrial Enterprise The Information Factory Combining Industrial & Information Systems CCM Process Improvement

Industrial Information System Lifecycle Management

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Improvement Areas
Information System as an Information Factory Information Processing Definition IT Resources Development Run-Time Information Processing CCM as a process How Industrial IT performs within the Enterprise

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Improving the Information Factory
VAD, Theory of Constraints The Information Factory shall prioritize and focus on supporting the most constraining processes regarding the Enterprises Goal of making more Money It shall provide relevant information to help reaching the Enterprises Goal of making more Money Lean Management The Information Factory has to consider the client most valuable service in the most responsive way The information Factory eliminates "Mudda", unneeded features and complexity Six Sigma Quality of Information features provided by the Information Factory to its clients (users) are constantly monitored and improved
Industrial Information System Lifecycle Management

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Improving the CCM Process
VAD Theory of Contraints Value the Information Technology Department activity Sets IT Objectives Lean Management Keep the process simple and responsive Six Sigma Monitor and improve sub-processes performance Monitor and improve sub-process links Maturity management

Industrial Information System Lifecycle Management

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CMMI / SEI operational framework
Policies
"Laws" or "regulations" that govern or constrain operations Constrain the process

Standards
"Operational definitions" or "acceptance criteria" The Software Engineering Institute (SEI) is a federally funded research and development center sponsored by the U.S. Department of Defense and operated by Carnegie Mellon University. http://www.sei.cmu.edu/ cmmi/

Process
Describes "what happens" within the organization to build products that conforms to the standards in accordance with the policies of the organization Is implemented by

Procedure
Describes "how-to" or step by step instructions that implement the process Is supported by

Training/Methods
Knowledge/skills required to use a procedure

Tools
Automated support needed to implement the procedure

Industrial Information System Lifecycle Management

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MERCI !

Industrial Information System Lifecycle Management

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Johann Sebastian Bach. the music closest to silence, closest, in spite of its being so highly organized, to pure, one-hundred-degree proof Spirit" (Aldous Huxley, Island)