AV-19 Enterprise Workflow & Avantis

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1 Slide 1

2 AV-19 Enterprise Workflow & Avantis Tom Troy Dan Marsillo Director, Operations & Execution Portfolio Avantis Application Consultant 2013 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.

3 Enterprise Workflow & Avantis The Goal of this Session Discuss the challenges of holistic work process management and the role of enterprise workflow to extend the collaboration boundaries of people and applications Introduce Wonderware Workflow as the enabling framework for enterprise workflow and work process management Highlight some of the features & capabilities of the Avantis Workflow Connector Discuss and position enterprise workflow vs. Avantis workflow Slide 3

4 Workflow & Strategic Alignment Slide 4

5 Level 0, 1 & 2 Control Level 3 Advanced Production & Performance Applications Application & Reporting Clients Level 4 Business Planning & Logistics Invensys s Operational Management Positioning of Workflow in the Invensys Portfolio ERP PLM EAM SCM Enterprise Integration Production & Performance Applications Wonderware System Platform Batch Continuous Discrete 3 rd Party

6 Trends & Challenges Work Process Mgt. Slide 6

7 Work Process Management Our Customer s Challenges Work processes cross-over functional domains and applications boundaries within an organization Inconsistent governance around how work processes are defined, executed, escalated etc. Need more agile work processes to support changing business needs Need more responsive work processes that coordinate the right people and applications in a timely manner Need to increase the performance of their people assets Need to improve the consistency, agility and responsiveness of work processes that cross-over people and application boundaries. Slide 7

8 Work Process Management What s the Current State?? A significant number of point solutions in use across an organization People bridging the information gaps and process flows that exist between applications leveraging experience, paper, white boards, etc. Point-to-point integration between applications within an organization Rigid, inflexible work processes that span across many applications and people Significant Number of Barriers that Impede Operational Excellence Slide 8

9 Work Process Management What s the Scope?? Enterprise Apps: ERP PLM EAM WMS APS People: Quality Assurance Maintenance Operations Engineering EH&S R&D 3 rd Party Vendors & Suppliers Plant Apps: MES Quality LIMS Labor Scheduling Simulation Optimization Control Slide 9

10 Work Process Management What s the Need?? Unified Approach to Work Process Management A unified approach for coordinating manual efforts (people-driven processes), system-automated tasks and information flows. Model-Driven Execution Enable process owners (e.g. Operations, Maintenance, QA, IT) to change processes collaboratively in support of volatile business environments. A highly responsive environment that coordinates and synchronizes people and/or systems in an intelligent and effective manner. Rapid Innovation An easier way to change and innovate processes (e.g. Production, QA, Maintenance, etc.), especially those that need to change often. Slide 10

11 How do we Address these Work Process Management Challenges?? Wonderware Workflow Slide 11

12 Our Vision for Wonderware Workflow To provide a single framework that enables organizations to model and execute end-to-end work processes that coordinate people and applications into effective and sustainable real-time processes. Slide 12

13 What does Wonderware Workflow provide for Avantis?? Wonderware Workflow provides a seamless experience that enables Avantis users to extend standard Avantis work processes to coordinate people and/or other applications to deliver broader, more comprehensive work process management. Slide 13

14 Wonderware Workflow Key Elements 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 Slide 14

15 Wonderware Workflow The Model Process Designer Intuitive, visual modeling environment Out-of-the-box configurable workflow activities for common workflow tasks Forms Designer Model complex forms to collect or visualize data WYSIWYG editor enables end-users to create new forms or maintain existing forms Slide 15

16 Wonderware Workflow Standard Workflow Activities Slide 16

17 Wonderware Workflow Task Execution Workflow Execution Workflow task execution is seamlessly integrated with Invensys and 3 rd party applications End-users interact with workflow tasks via Wonderware InTouch, web browser, smartphones, PDA, , voice and IM Multiple Communication Channels Slide 17

18 Wonderware Workflow Analysis Business Activity Monitoring (BAM) Out-of-the-box activity reporting and activity monitoring views 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 Slide 18

19 Wonderware Workflow Connectors & Accelerators SAP Connector Provides configurable workflow activity that reads/writes information from/to SAP Exchanges data with SAP using standard RFCs/BAPIs SharePoint Accelerator Provides advanced workflow capability that seamlessly integrates SharePoint with your manufacturing processes Slide 19

20 Wonderware Workflow The Avantis Connector.. Key Capabilities Provides (3) workflow activities for Creating, Getting and Updating standard objects within Avantis Avantis workflows can be initiated via external applications, people (through a data entry form) or events within Avantis Provides the ability to adapt existing Avantis object structures, or create new object structures via XML Slide 20

21 Wonderware Workflow The Avantis Connector.. What Does it Take to Get Started? 1.) Install the Workflow Application Workflow & Database Server Machine 1 Components: Enterprise Console - Config Workflow Services Workflow Database Machine 1 Workflow Server Components: Enterprise Console - Config Workflow Services Single Server Deployment Machine 2 Database Server Components: Workflow Database Multi-Server Deployment Slide 21

22 Wonderware Workflow The Avantis Connector.. What Does it Take to Get Started? 2.) Provision the Avantis Workflow Connector Slide 22

23 Wonderware Workflow The Avantis Connector.. What Does it Take to Get Started? 3.) Design your work process(s) using the Create, Get and Update activities provided with the Avantis Connector Create Object Get Object Data Avantis Workflow Activities Update Object Avantis Work Process Slide 23

24 Wonderware Workflow The Avantis Connector.. What Does it Take to Get Started? 4.) Model forms that are needed to perform your work task(s) Slide 24

25 Wonderware Workflow The Avantis Connector.. What Does it Take to Get Started? 5.) Deploy your new work processes and forms, interact with your work process tasks via multiple channels Multiple Communication Channels Slide 25

26 Extended Work Process Management in Asset Performance Slide 26

27 Enterprise Workflow vs. Avantis Workflow Some Thoughts & Ideas Process Safety Management Lock-Out-Tag-Out Procedures (LOTO) Coordination of Production Schedules vs. Maintenance Schedules Purchase Order Expediting, Purchase Order Specs [Bill of Lading, Insurance, other] Communicating with Sub-Contractors - ensuring all items are a go BEFORE showing-up at your plant Regulatory Compliance Outages, Changeovers, Turnarounds, Shutdowns, etc. Other systems, departments, or people ERP, Financials, LIMS, Payroll, Facility, Fleet, Security Slide 27

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