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Sigmafine IntelligentMovement Management
L. BrancaL. Giovannoni
Sigmafine Users ConferenceSan Francisco, April 23, 2012
Agenda
• Introduction– Scenario– Typical challengesTypical challenges
• Product Presentation: Intelligent Movement ManagementOverview– Overview
– Standard and advanced functionalities– Benefits
• Technical Features– Architecture– Enhancing IMM with Sigmafine Integration Framework– Implementation examples
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
• Conclusions
2
ScenarioConcepts
• Definition: a movement is any transfer of material between two distinct entities within the boundaries of the process.
• Different contexts– Internal facility movements (with further segregation of plant areas)– Remote sites– Receipt / Shipment
• Different types:– Fiscal– Non fiscal
Oil movement management is one of the crucial activities in the facility• Oil movement management is one of the crucial activities in the facility.
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Typical IssuesWhere inconsistency might arise…
• Measurement availability– Partial / limited automatic instrumentation (tanks gauging, lack of meters…)– Laboratory data availabilityLaboratory data availability
• Data quality– Poor or inconsistent input data / calculationsp /
• Complexity– Multiple and concurrent movements– Concurrent access to data across different sites / locations– Information coming from different tools and systems difficult to be properly
aggregated in a single environment (process, scheduling,…)
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 4
SolutionSigmafine Intelligent Movement Management
• Pimsoft brings into the oil movement scenario an unique approach and product developed during previous projects: IMM – Intelligent Movement Management.
• Single point of management of all the information related to movements management.
• IMM is a Pimsoft product that provides a set of graphical tools and analytical plug-ins in order to:order to:– Provide intuitive movements graphical model-based overview – Support movement life-cycle operations – Support multiple concurrent access from different stations/sitespp p /– Support segregated movement declaration in different areas
• Additional IMM modules allow to:P id li i i d i l l i– Provide on-line movement monitoring and quantity calculations
– Track tank properties– Manage fiscal document and reports
Integrate with already existing movement management systems
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
– Integrate with already existing movement management systems
Sigmafine IMM OverviewModular and flexible approach
IMM Tank Qualities/Properties tracking implementation
IMM fiscal reporting
tracking implementation
module and integration with scheduling system
IMM “TankMonitoring”
Integration with SAP (e.g., read finished products shipments and/or crude-oil receipts)IMM TankMonitoring
and “TransferCalculation” implementation
crude-oil receipts)
Multi-area support and manual quantity calculation
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Sigmafine IMM Standard FeaturesSmart movement entry procedure
• Transfer Entry forms easily declare, modify and delete movement datamovement data.
• Routing rules guide users during movement declarations and help avoid common errorsand help avoid common errors.
• Multiple movements operations speed up the data entry processprocess.
• Many ways to evaluate movement quantity by tank delta-stock and/or by meterdelta-stock and/or by meter calculation…etc.
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Sigmafine IMM Standard FeaturesComplete set of movement management functions
• Search• Create / Edit / Delete/ /• Calculate• Plan / Validate• Review Details
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Sigmafine IMM Standard FeaturesRich graphical environment
• Smart-tabular movement view
• Graphical movement viewTabular and Graphical• Tabular and Graphical can be integrated in the same screen
• Different areas/models management
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Sigmafine IMM Advanced FeaturesList of the advanced features
• Automatic movement and tank calculations:– TankMonitoring: Movement operations monitoring
T f C l l ti A t ti t titi ili ti– TransferCalculation: Automatic movement quantities reconciliation– TankQualities: Tank properties tracking
l• Fiscal movements management– Fiscal report for regulatory– Fiscal documentation storage
• Integration with third-party systems
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Sigmafine IMM Advanced FeaturesAutomatic movement and tank calculations
• Tank Monitoring:– Automatic consistency checks between
tanks and movementtanks and movement – Highlight issues and inconsistencies
• Transfer Calculation:– Movement quantity evaluation by
solving concurrent movement scenarios using data reconciliation
– Supports movements quantity recalculation
• Tank Qualities:• Tank Qualities:– On-line calculation for product qualities
tracking such as density, %Sulfur, viscosity… etc
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
viscosity… etc
Sigmafine IMM Advanced FeaturesFiscal movement management
• Easy fiscal movement declaration based upon Sigmafine model• Issue fiscal reporting according to customer/country local regulation• History of all the declarations and fiscal documents (storage)History of all the declarations and fiscal documents (storage)
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Sigmafine IMM Advanced FeaturesFiscal movement management
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 13
Sigmafine Advanced FeaturesIntegration with third-party systems
• Additional IMM module (through Sigmafine Integration Framework) allows to:– Automatic import of movements from external systems
(e.g., import from scheduling system)(e.g., import from scheduling system)– Fiscal movement declarations download from ERP
(e.g., download shipments from SAP/SD)– Export /expose movements to third party systems
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved.
Technical FeaturesArchitecture
IMM ClientIMM Client:•PI-ProcessBook•IMM PI-PB Add-In•IMM Excel
Enterprise System
IMM Excel
IMM Web Service
Sigmafine IF Connector
Server Sigmafine models and movements
IntegrationFramework
IMM Advanced AutomaticPlug-ins
PI System
PI-Point DR
Other historian
COM Connector
PI-Point DR IF Connector Commercial Connector*
My OMM Commercial
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 1515
Other historian My OMM OMM
Technical FeaturesEnhancing IMM with Integration Framework
• Integration Framework enhances the standard Sigmafine and IMM features by adding the capability to easily integrate with third party systemssystems.
• Empowering Sigmafine IMM with IF:– Easy to use– Open system– Natively integrated with SFy g– Easy to maintain
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 16
Technical FeaturesIMM integration scenarios with Integration Framework
1. Getting data from already existing movement management systems
2. Integrating with enterprise systems (e.g., ERPs)
3. Exposing/Exporting movement data to third party systems
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 17
Integration with Third-Party SystemsGetting data from already existing Movement Management Systems
• Why do I need to install IMM if I have an already existing movement management system?
– No complete scope (only tanks are managed, only some areas/plant/sites…)p p ( y g , y /p / )– Enhance already existing system with IMM features– IMM can act as validation tool for movements coming from external MM systems
• How can I get/import movement data in IMM through Integration Framework?– Through IF standard connectors (OLEDB, ODBC, FILE, SOA… etc)– Through IF advanced commercial connectors Available connectors:– Through IF advanced commercial connectors. Available connectors:
• Maron OAS• Honeywell OMS• Foxboro BOSS• Invensys OMM and TIS• Entessa VPS• Diamond (coming soon…)
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 18
Integration with Third-Party SystemsIntegrating IMM with enterprise system
• Possible scenarios:– Get receipt and/or shipment movements from ERP– Use IMM as “operational tool” for movement management operations. Then sendUse IMM as operational tool for movement management operations. Then send
validated data to ERP– Download planned movements from planning system(s), in order to allow operators to
initiate planned movements– Upload receipt/shipment movements to billing system
• How can I import/export movement data through Integration Framework?Through IF standard connectors (OLEDB ODBC FILE SOA etc )– Through IF standard connectors (OLEDB, ODBC, FILE, SOA…etc.)
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 19
Integration with Third-Party SystemsExpose movement data to third-party systems
• Possible scenarios:– Expose/Export calculated quantities of movements not evaluated by
current systemcurrent system– Build advanced reports (reconciled vs planned/measured)– Current Movement Management system does not support interface with ERP
• How can I expose movement data?– SOA-enabled consumer: by using Integration Framework SOA Publisher
OLEDB t b i Si fi SQL A– OLEDB systems: by using Sigmafine SQL Access– Other/Legacy: by using Integration Framework file or custom connectors
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 20
IMM Implementation CasesDeployment #1 – IMM for production accounting
IMMIMMExcel
Add-In
IMMProcessBook
Add-In
Movement ManualData Entry
+ Tank Calculation
Production AccountingValidation
ReconciliationReport results and
check against planning data
BusinessProcess
ExternalSystem
Third-PartyHistorian
(Process Variables)
Company Reports(SQL Server
Reporting Services)
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 21
IMM Implementation CasesDeployment #2 – IMM for movement management operations
IMM
IMMProcessBook
Add-In(planningscheduling
IMMProcessBook
Add-In(control room
IMMProcessBook
Add-In(external sites
IMMProcessBook
Add-In(productionscheduling
department) operators)(
operators)(paccountants)
Movement planning / scheduling
On-line Movement
Declaration (for non-fiscal
mo ements)
External sites movement
declarations
Off-line fiscal movement Data
Entry
Production AccountingValidation &
Reconciliation
BusinessProcess
movements) Reconciliation
ExternalSystem
PI System(ProcessVariables)
PI System(ProcessVariables)
ReceiptsShipments
ManagementSystem
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 22
System
IMM Implementation CasesDeployment #3 – Full-featured IMM
IMM
IMMProcessBook
Add-In(refinery
IMMProcessBook
Add-In(oil terminals)
IMMTank
Monitoring
IMMIntegration
WithIntegration
IMMTransfer
Calculationcontrol room) (oil terminals) g g
Framework
On-line movement
management (central site)
On-line movement
management (oil
te minals)
On-line Tank Monitoring
On-line Quantity
Calculation
On-line fiscal movement import from
external s stem
Production Accounting
BusinessProcess
(central site) terminals) system
ExternalSystem
PI System(Process Variables)
ReceiptsShipments
ManagementSystem
Sigmafine Users Conference - San Francisco, April 23, 2012© Pimsoft Inc. 2012All rights reserved. 23
System
Thank youThank you.Questions?
L. Branca - luca.branca@pimsoftinc.com L. Giovannoni - luca.Giovannoni@pimsoftinc.com
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