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BUS 411 - Business Direction
Date: 5/1/2013
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Document History
Document Location
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(v2.1.02<version id>) on 01/05/2013 at 16:51. As such, the validity and currency of this information
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IBM
BUS 411 - Business Direction
Date: 5/1/2013
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Contents
1.
Introduction...............................................................................................................4
1.1
Identification.................................................................................................................... 4
1.2
References..................................................................................................................... 4
2.
2.1
2.1.1
2.1.2
2.1.3
2.2
2.2.1
Missions................................................................................................................... 7
2.2.2
Strategies................................................................................................................. 7
2.2.3
Tactics..................................................................................................................... 11
2.3
2.3.1
Visions....................................................................................................................16
2.3.2
Business Goals......................................................................................................16
2.3.3
Business Objectives...............................................................................................20
2.4
2.4.1
Initiatives................................................................................................................25
2.4.2
Programs................................................................................................................ 26
2.4.3
Projects..................................................................................................................27
2.5
2.5.1
Business Rules.......................................................................................................31
2.5.2
Business Policies...................................................................................................31
3.
Business Context....................................................................................................32
3.1
Diagrams...................................................................................................................... 32
3.1.1
3.1.2
3.2
Org unit......................................................................................................................... 33
3.3
Actors........................................................................................................................... 34
3.4
Users............................................................................................................................ 38
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1. Introduction
1.1 Identification
This document presents the Business Direction Work Product for system Operations Information
Integration Subproject<Target System>, identified as the current target solution by property 4.3
Technical Environment of project IOP:Integrated Operations<Project>, itself identified as the target
project within the Rational System Architect team Solution Design encyclopaedia.
1.2 References
This document was automatically generated from an encyclopaedia held within Rational System
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on 01/05/2013 at 16:51:
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Server:
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Title:
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Author:
Manager:
Company:
Category:
Comments:
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ANY:Increase HSE
Needs rework
Description
No Description Defined
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Description
No Description Defined
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ANY:Increase HSE
Needs rework
Description
No Description Defined
Description
A key business problem in many manufactruing scenarios is lost volumes
Drives towards
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Informs Tactics
Supports Missions
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Guided by Policies
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Business Goals
ANY:Increase
production nn%
2.2.2.2
ANY:Launch
Integration project
Description
Manufacturing processes seek to eliminate / fix, inefficient operation & maintenance through the
new Condition Based Maintenance strategy, taking advantage of KPIs based on realtime data
availability
Drives towards
Business Goals
Informs Tactics
Supports Missions
Guided by Policies
ANY:Reduce
operational cost
ANY: Establish
Condition Monitoring
Centres
2.2.2.3
Business Strategy
Description
This definition is simply for diagram legend purposes.
No Details
2.2.2.4
Description
After decades of building out infrastructure in capital intensive industries such as manufacturing,
power generation, and transportation, businesses and governments are now looking for ways to
extract more value from their existing infrastructure to build a Smarter Planet
No Details
2.2.2.5
Description
improve the handover process from engineering and construction to operations and maintenance in
order to accelerate production go-live for large capital investments
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No Details
2.2.2.6
EDH:Increase standardization
Description
No Description Defined
No Details
2.2.2.7
Description
No Description Defined
No Details
2.2.2.8
License to Operate
Description
Obtain and maintain a license to operate in environmentally sensitive locations.
No Details
2.2.2.9
MAL:Gather Consumer Insight to Develop Targeted Marketing
Campaigns
Description
No Description Defined
Drives towards
Business Goals
Informs Tactics
Supports Missions
Guided by Policies
MAL:Acquire Analytics
Capabilities
MAL:Enhance
Campaign
Management
Capabilities
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2.2.2.10
Description
No Description Defined
No Details
2.2.2.11
Description
No Description Defined
Drives towards
Business Goals
Informs Tactics
Supports Missions
Guided by Policies
MRM:Integration of
Product Data
Management Systems
MRM:Integrate PDM
and ERP systems
MRM:Reduce manual
steps in EBOM to
MBOM conversion
MRM:Reduce paper
based exchange of
product data between
PDM & ERP
2.2.2.12
ERP
Description
No Description Defined
Drives towards
Business Goals
Informs Tactics
Supports Missions
Guided by Policies
MRM:Integrate PDM
and ERP systems
MRM:Implementation
of Robust Engineering
Change Management
Workflow
MRM:Integration of
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Product Data
Management Systems
2.2.2.13
Description
Open Collaboration & sharing with environmental domain expert across the world
Drives towards
Business Goals
Informs Tactics
Supports Missions
Guided by Policies
License to Operate
Responsible
Production Operations
2.2.3 Tactics
2.2.3.1
Description
No Description Defined
Formulated to Achieve
Objectives
Achieves Strategies
ANY:Optimized Condition
based maintenance
2.2.3.2
Description
A commonly used tactic which is found to be highly beneficial is, to launch integration of systems
and devices across layers to realize array of business benefits.
Formulated to Achieve
Objectives
Achieves Strategies
ANY:Increased focus on
operations and maintenance
ANY:Increased production
control
BUSINESS_RULE_1
2.2.3.3
Business Tactic
Description
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2.2.3.4
Description
No Description Defined
No Details
2.2.3.5
Description
No Description Defined
No Details
2.2.3.6
Description
No Description Defined
No Details
2.2.3.7
Description
Acquire analytics capabilities to extract useful consumer insights from vast amounts of consumer
data available online
Formulated to Achieve
Objectives
Achieves Strategies
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2.2.3.8
Description
Enhance campaign management capabilities in order to deliver more effective and opportune
campaigns targeted at appropriate consumer segments and supporting the collaboration of
suppliers and channel partners
Formulated to Achieve
Objectives
Achieves Strategies
2.2.3.9
Workflow
Description
Engineering Change Management regulates the business process by which an engineering change
is requested and propagated throughout the product development pipeline. It supports this process
in the context of inter- or intra-enterprise collaboration.
This Engineering Change Management process should be defined both within a domain (like
Design and Engineering), as well as across the domains (like Manufacturing).
Formulated to Achieve
Objectives
Achieves Strategies
2.2.3.10
Description
No Description Defined
Formulated to Achieve
Objectives
Achieves Strategies
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2.2.3.11
Description
Within a single enterprise or across the partner value chain a variety of Product Data Management
(PDM) systems can be found, each used with a specific focus and usually containing only pieces of
a whole product. Sometimes an enterprise acquires multiple PDM systems due to mergers and
acquisitions. It is therefore necessary to integrate the various PDM systems in order to efficiently
exchange data during the product lifecycle
Formulated to Achieve
Objectives
Achieves Strategies
2.2.3.12
Description
No Description Defined
Formulated to Achieve
Objectives
Achieves Strategies
2.2.3.13
ERP
Description
Engineering change processes should be ideally automated. The engineering change orders
should be initiated and processed through appropriate backend systems. There are cases where
these processes are implemented with paper based manual processes. Since paper based
processes skip system validations, they can cause serious errors resulting in delays and costing
money. Hence reduction of paper based processes is one of the high priority objectives in any
typical industry automation scenario
Formulated to Achieve
Objectives
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2.2.3.14
Non-proprietary Communication
Description
Commicate with domain experts and others using open standards based 'languages'.
Formulated to Achieve
Objectives
Achieves Strategies
2.2.3.15
Description
No Description Defined
Formulated to Achieve
Objectives
Achieves Strategies
PSC:Improved resource
utilization
2.2.3.16
Description
No Description Defined
Formulated to Achieve
Objectives
Achieves Strategies
PSC:Improved resource
utilization
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ANY:Increase HSE
Description
A key goal for Smartoil is to maintain and increase the focus on HSE, Health, Safety and
Environment.
Target Date
Priority
Supported by
Strategies
Supports
Visions
Guided by
Business
Policies
Informs
Business
Objectives
Supports
Business
Drivers
Progress
measured by
ANY:Increase
d focus on
operations
and
maintenance
ANY:Strength
en HSE
through
increased
collaboration
2.3.2.2
Description
Economic potential of IO estimated to 60 BUSD
80% of potential related to improved production and increased reserves,
20% to cost reductions
Key drivers:
-Reservoir & production management
-Drilling and operation & maintenance
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-Investments in smart sensors, networks, integration platforms, new decision support and
collaboration tools, and change management
Target Date
Priority
Supported by
Strategies
Supports
Visions
Guided by
Business
Policies
Informs
Business
Objectives
Supports
Business
Drivers
Progress
measured by
ANY:Increase
d production
control
ANY:Optimize
d production
management
2.3.2.3
Description
Many offshore facilities of 20+ years of age is costly to operate. Reduce cost in these business
processes is a key driver
Target Date
Priority
Supported by
Strategies
Supports
Visions
Guided by
Business
Policies
Informs
Business
Objectives
Supports
Business
Drivers
Progress
measured by
ANY:Optimize
d Condition
based
maintenance
ANY:Increase
d focus on
operations
and
maintenance
2.3.2.4
Business Goal
Description
This definition is simply for diagram legend purposes.
No Details
No Relationship Details
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2.3.2.5
Goal_1
Description
No Description Defined
No Details
No Relationship Details
2.3.2.6
License to Operate
Description
Obtain and maintain a license to operate in environmentally sensitive locations.
No Details
Supported by
Strategies
Supports
Visions
Guided by
Business
Policies
Informs
Business
Objectives
Supports
Business
Drivers
Progress
measured by
Open
communicatio
n with Domain
Experts
Capture and
Feed
Supports
Business
Drivers
Progress
measured by
2.3.2.7
Translate
sensor data
into useful
information
Description
No Description Defined
No Details
Supported by
Strategies
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Visions
Guided by
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Informs
Business
Objectives
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2.3.2.8
PSC:Accurate
prediction &
quote of
production /
delivery time
Description
No Description Defined
No Details
Supported by
Strategies
Supports
Visions
Guided by
Business
Policies
Informs
Business
Objectives
Supports
Business
Drivers
Progress
measured by
PSC:Reductio
n in
unplanned
inventory
2.3.2.9
Description
Responsible production operations and no harm to the environment
No Details
Supported by
Strategies
Supports
Visions
Guided by
Business
Policies
Informs
Business
Objectives
Supports
Business
Drivers
Progress
measured by
Open
communicatio
n with Domain
Experts
Capture and
Feed
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Description
A key Smartoil business problem is inefficient operation & maintenance
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
ANY:Launch
Integration project
BUSINESS_RUL
E_1
BI_New decision
support and
collaboration
tools
ANY:Reduce
operational cost
ANY:Increase
HSE
BI_Establish new
modelbased
integration
platforms,
BI_Invest in
instrumentation
and in smart
sensors
2.3.3.2
Description
-Investments in smart sensors, networks, integration platforms, new decision support and
collaboration tools, and change management
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
BI_Invest in
instrumentation
ANY:Increase
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and in smart
sensors
production nn%
BI_Establish new
modelbased
integration
platforms,
BI_New decision
support and
collaboration
tools
2.3.3.3
Description
No Description Defined
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
ANY:Increase
HSE
2.3.3.4
Description
This definition is simply for diagram legend purposes.
No Details
No Relationship Details
2.3.3.5
Description
Capture and feed relevant environmental data to data consumers in the life-cycle of oil & gas
assets based on flexible and robust solution design
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No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
License to
Operate
Responsible
Production
Operations
2.3.3.6
Objective_1
Description
No Description Defined
No Details
No Relationship Details
2.3.3.7
Description
No Description Defined
No Details
No Relationship Details
2.3.3.8
Description
No Description Defined
No Details
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No Relationship Details
2.3.3.9
Description
No Description Defined
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
PSC:Integrated
with ERP &
Master plans
PSC:Increased
Production
Efficiency
PSC:Integrated
with resource
availability in
MES
2.3.3.10
Description
No Description Defined
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
PSC:Integrated
with ERP &
Master plans
PSC:Increased
Production
Efficiency
PSC:Integrated
with resource
availability in
MES
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2.3.3.11
Description
No Description Defined
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
PSC:Reduction in
overall costs
2.3.3.12
Description
Turn environmental sensor data (combined with other relevant operational data) into useful
information for relevant stakeholders and integrate this in daily asset operations throughout the lifecycle of the field
No Details
KPIs
Achieved by
Tactics
Guided By
Business Rules
Objective
achieved through
Initiatives
Achieves
Business Goals
License to
Operate
Responsible
Production
Operations
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Description
No Description Defined
Initiative ID
Owning
Organisation Unit
Other Involved
Org Units
Initiative
Organised as
Programs
Business
Objectives
BI_
ANY:Increased
focus on
operations and
maintenance
ANY:Optimized
production
management
2.4.1.2
Description
No Description Defined
Initiative ID
Owning
Organisation Unit
Other Involved
Org Units
Initiative
Organised as
Programs
Business
Objectives
BI_
ANY:Increased
focus on
operations and
maintenance
ANY:Optimized
production
management
2.4.1.3
Description
No Description Defined
Initiative ID
Owning
Organisation Unit
Other Involved
Org Units
Initiative
Organised as
Programs
Business
Objectives
BI_
ANY:Increased
focus on
operations and
maintenance
ANY:Optimized
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production
management
2.4.1.4
Test
Description
No Description Defined
Initiative ID
Owning
Organisation Unit
Other Involved
Org Units
Initiative
Organised as
Programs
Business
Objectives
BI_
2.4.2 Programs
2.4.2.1
Description
No Description Defined
Supports Initiatives
Organised as Projects
2.4.2.2
pool
Description
No Description Defined
Supports Initiatives
Organised as Projects
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WAN:Warranty Analytics
2.4.3 Projects
2.4.3.1
Description
No Description Defined
Start Date
End Date
Project Manager
Is part of
Program
Current State
BP_Smart
Intergated
Operations
2.4.3.2
Description
New product introduction BPM enables updates of BoMs continuously as opposed to batch
operations so that latest and most accurate BoM is available to engineering and manufacturing. It's
a process based, automated feed of PDM data to ERP Systems and MES Systems based on
Business Events, such as Program Milestone, Data Maturity, Approval, etc. It also enhances the
release-to-manufacturing business process that integrates data from PDM and ERP systems
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.3
Description
No Description Defined
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.4
Description
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This project deals with monitoring the effects on the environment based on industrial impacts.
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.5
IOP:Integrated Operations
Description
No Description Defined
Current Project
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.6
MAL:Marketing Analytics
Description
IBM Marketing Analytics solution helps researchers and organizations proactively bring data about
people's attitudes and preferences into their analytical decision making. Data Collection is the best
way for people to capture a complete perspective about their important constituents, making
research efforts more accurate and more efficient.
IBM Marketing Analytics solution improves direct decisions with insight into the opinions and
preferences of key stakeholders. It also creates and fields compelling surveys: integrating feedback
results into decision-making with a secure, centralized framework.
First, we help people take control of the entire research lifecycle, helping them conduct both
traditional and leading-edge survey research, faster. Then we help people reach a global audience,
gaining a breadth of understanding by collecting data in multiple ways efficiently. Finally, we help
people consolidate their research efforts, securing sensitive information and increasing its impact
by delivering results across the organization. IBM Marketing Analytics solution is the best way for
people to capture a complete perspective about their important constituents, making research
efforts more accurate and more efficient.
[source IBM's sales kit as referenced in the reference document section #1]
Start Date
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Subject:
End Date
Project Manager
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Is part of
Program
Current State
Date: 5/1/2013
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2.4.3.7
pool
Description
Design and Engineering form the first step in the end to end PLM domain. Parts, products and
assemblies are designed during the design & engineering phase. Engineers design the parts,
products, build assemblies and configure those using CAD systems and product data management
systems. The product data management (PDM) systems manage the lifecycle of the designed
artifact (part or product or assembly) within the design & engineering domain. These artifacts need
to be released for the consumption of manufacturing and resource planning systems. The released
artifacts should be transformed to suite the semantics and perspectives of the target applications
(like ERP), while preserving the engineering systems as the systems of record. Sometimes the
product design needs to change based on the field level observations or feedback from
manufacturing. These kinds of changes after the initial release are accomplished by means of an
"Engineering Change Order (ECO)". These ECOs provide a context for an engineer to go back and
revise the design of the engineering artifact, and release them to the ERP domain.
Today this release process is a complex sequence of manual steps that are error prone. Today
most of the manual steps are non-standardized, and hence they don't involve best practices. This
also results in long lead time in releases, results in incorrect bills of materials between engineering
and ERP systems. This discrepancy in the bills of materials causes issues like compliance failure,
which in turn causes further engineering change orders to fix them. These redundant engineering
change orders further drive the complexity of releases, cause more synchronization problem,
resulting in unnecessary delays in the product release stage increasing the overall cost of going to
the market with the product.
This project is designed to alleviate these issues by providing a solution that helps this
synchronization of design & engineering artifacts with downstream ERP systems.
Current Project
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
Framework
Project
(Template) - To be
customzied &
reused for a
customer
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2.4.3.8
Description
No Description Defined
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.9
PSC:Production Scheduling
Description
No Description Defined
Current Project
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.10
Description
No Description Defined
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.11
RQM:Requirements Management
Description
No Description Defined
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.12
Description
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No Description Defined
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
2.4.3.13
TAM:Turnaround Mgt
Description
Corporate decision model for strategic planning of turnarounds and shutdowns
Start Date
End Date
Project Manager
Is part of
Program
Current State
BP_Smart
Intergated
Operations
2.4.3.14
WAN:Warranty Analytics
Description
Warranty Analytics uses ACM solution as a precursor and enabler. The goal of Warranty Analytics is
to gain insights into the warranty claims and their root cause. The insight gathered on the warranty
data helps enterprises understand the service costs involved in offering warranties on their
products. It further helps the enterprises make a triad of decisions involving the price of warranty,
the time for which a product could be covered by a warranty claim, and the defects & usage
patterns against which the warranty could be offered. The "measurement like" data from back office
or warranty claims, can be analyzed using reports and analytical models in order to gain unique
insights into the patterns of warranty claims.
Start Date
End Date
Project Manager
Is part of
Program
Current State
pool
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3. Business Context
3.1 Diagrams
3.1.1 Diagram: IOP:Integrated Operations
Facility Automation
CN_WS_IIF
Industrial IT
Model Based Integration Hub
CN Historian Access
CN Historian Access
Data Historian System
CN_Realtime Access
CN_Historian_Access
Description
No Description Defined
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Industrial IT
Model Based Integration Hub
CN Historian Access
CN Historian Access
Data Historian System
Actor ABB is Type
IT System
Short Name
CN_Realtime Access
CN_Historian_Access
Description
No Description Defined
Facility Automation
Description
Facility Automation targets the plant based automation systems incljuding DCS control systems and
Data Historian systems
No General Properties Defined
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3.2.1.2
Industrial IT
Description
Snmart Oil Industrial IT - targets the Plant based IT systems
No General Properties Defined
No Additional Information Defined
3.2.1.3
Description
Exploration and Production
No General Properties Defined
No Additional Information Defined
3.3 Actors
3.3.1.1
Description
The data historian system is responsible for storing time-series data from sensors on the oil and
gas facilities. A simple dataset is stored, containing Value, Timestamp and Quality. The output from
soecific sensors are TAGed. An average facility has ~25K primary measurement points (sensors),
and 150 to 250 K derived (soft) TAGs. This system is here containing two parts, one data historian
that is off-shore and one that is onshore. There is replication between these to ensure that the
onshore system is up to date with the required information. In the context of this solution and this
diagram, this entity represents the onshore system only. There are two major vendors, OSIsoft
(PI), and AspenTech (IP21). This is a facility specific system. There are 40 facilites.
Connector
Connect To
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CL OPC Read
CL OPC Read
CN_Hist Repl
CN_Hist Repl
CN_Historian_Access
CN_Historian_Access
CN_Historian_Replicate
CN_Historian_Replicate
Connector
Connect From
CN_DCS-Historian_Write
CN_DCS-Historian_Write
CN_Hist Repl
CN_Hist Repl
CN_Historian_Access
CN_Historian_Access
CN_Historian_Access
CN_Historian_Access
CN_Historian_Replicate
CN_Historian_Replicate
CN_Realtime Access
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CN_Realtime Access
3.3.1.2
Description
A Real Time Data System. This may be Data Historian System forwarding info from a DCS system,
or a DCS directly. Distributed Control System (DCS) - a control system of a manufacturing,
process or any dynamic system, in which the controller elements are distributed throughout the
system with each component sub-system controlled by one or more controllers. The system of
controllers is connected by networks for communication and monitoring. A DCS typically uses
custom designed processors as controllers and uses both proprietary interconnections and
Communications protocol for communication. Input & output modules form component parts of the
DCS. The processor receives information from input modules and sends information to output
modules. The input modules receive information from input instruments in the process (a.k.a. field)
and transmit instructions to the output instruments in the field. Computer buses or electrical buses
connect the processor and modules through multiplexer or demultiplexers. Buses also connect the
distributed controllers with the central controller and finally to the Human-Machine Interface (HMI)
or control consoles. Elements of a distributed control system may directly connect to physical
equipment such as switches, pumps and valves or may work through an intermediate system such
as a SCADA system This system may also include the safety and automation systems (SAS). The
SAS provides the ability to control and monitor the safetycritical parts of the facility, and take
appropriate actions. These systems require special certification, as they are "Safetry Critcal".
Example of these systems are large SCADA systems such as ABB 800XA, Honeywell Experion
PKS , Yokogawa, etc. These systems may also be focused on special highvalue equipment, such
as rotating equipment systems, controling pumps and generators. Vendors here are for example
GE/Bentley Nevada, SKF, Turbowatch, Schlumberger Avocet . This is a facility specific system. 40
facilites.
Connector
Connect To
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CN_DCS-Historian_Write
CN_DCS-Historian_Write
CN_Realtime Access
CN_Realtime Access
3.3.1.3
Description
This represents an application taking advantage of the IIF solution. One such application is a
Production Optimization solution. In this case this is an existing system using OPC native protocols
No General Properties Defined
No Additional Information Defined
3.3.1.4
Description
This represents an application taking advantage of the IIF solution. One such application is a
Condition Monitoring solution. In this case this is a new system using Web Services protocol
No General Properties Defined
No Additional Information Defined
3.4 Users
No Definition
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