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Changing to Make Collaboration Work
By Joe Morray
After recently completing the third workshop with the Owner-Operator Forum in Baltimore, Maryland USA, I am convinced that IT-enabled collaboration is one of the key initiatives for plant owners to master.
There are many spokes in the wheel of the plant life cycle. At the hub of this wheel is the owner, who has assumed responsibility for the mission-critical function of making collaboration work for a plant. To create new plants and manage existing assets, the owner must set in place many relationships and convey many tools into working hands for implementation. A remarkable array of organizations, inside and outside, must successfully blend and coordinate for a facility to be economically and safely operated.
Paper has long been the common collaborative medium, whether documents have been sent through “snail mail” or through e-mail. Now, the Internet promises great advances for easier electronic transfers and purer collaboration. Today, the biggest visions are still hampered by the perceived limitations of bandwidth, security and incompatibility of software systems. These are roadblocks for the owner, who wants to cut costs by rapidly collaborating to serve the evolving needs of the plant throughout its life cycle.
Overcoming Limitations
The good news is that recent technological advances present more opportunities to maximize the financial and cycle-time returns that can result from better collaboration. What are the important steps to making collaboration truly pay off?
First, from the top management to the plant floor worker, everyone must be willing to change his or her way of thinking about how work is done and how information is shared. How we all think about our work may be more important than the technologies we put into place. We all need to invent ways to share the rewards, and take away the incentives to overprotect information.
For example, engineers have long been financially rewarded for innovation and analysis. Today, information technologies are designed to encourage reuse, negate the need to overanalyze, and make the thought processes accessible.
Second, every employee and manager must believe that the value of information is directly proportional to the number of times it is used. Gone are the days when data was used only one time for design and was accessible strictly through very expensive computers used by highly trained specialists. Companies want to reuse designs instead of reinventing on every project. They want to leverage the intellectual investments they have made in engineering and make the life cycle a series of stewardships instead of mass handoffs.
Third, efforts toward better collaboration need to take place on the technology front. Interfaces for accessing information must be simpler to use. Ease of access, speed and the accuracy of information are the real measures of value. An ‘information mining” module should be standard for all applications to let people use data in a way that best suits the task at hand. A user should have options for formatting information such as drawings, reports, tables, videos, etc., to meet his or her need, not the creator’s need.
For example, the P&ID that suits the engineer may not — in its original form — suit the need of the maintenance manager overseeing a small equipment change-out. We seek today to display the same piece of information in many different formats, whether for design, construction, a maintenance plan, a hazard review or a leak detection activity.
Ramping Up Collaboration
Technologies prove themselves over time. What Trinity has seen with its clients — and validated with owner/operators in the Owner-Operator Forum — are some very practical issues. There are five lessons that we encounter over and over as we work with companies to ramp up collaboration:
- There is no value in making bad (out-of- date) information rapidly accessible
- 3D walkthrough models are excellent vehicles for collaboration
- A robust change management system is essential for collaboration to succeed
- There is a need to create new ways to reward people for sharing information, reusing knowledge, sharing lessons learned and documenting best practices
- Work processes should be defined with collaboration points specifically marked.
In the next issue of Insight, I will elaborate on these important issues. Until then, consider how these lessons apply to you.
Joe Morray is president of Trinity Technologies Corp., a process industries consulting firm that helps owner/operators and EPCs succeed in the use of information systems.
EMC/Documentum