The Smart Implementation Intergraphs Approach & Strategy to Support Successful System Implementations Richard Smykay 21-22 August 2008 Hilton Opera Hotel.

The ‘Smart’ ImplementationThe ‘Smart’ ImplementationIntergraph’s Approach & Strategy to Support Intergraph’s Approach & Strategy to Support

Successful System ImplementationsSuccessful System ImplementationsRichard Smykay

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

Process, Power & MarineOUTLINE …

Technology Implementation Historical Review & Perspective Technology Adoption & Implication

Market Dynamics & Drivers Customer Case Study – Fluor

SmartPlant 3D ‘Smart’ Implementation Customer Case Study – URS, Washington Division

The ‘Smart’ Implementation – Intergraph’s Perspective SmartPlant Virtual Web-based Training - Overview

Q & A

Summary & Close

SmartPlant 3D SmartPlant 3D Technology Implementation - OverviewTechnology Implementation - Overview

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

Process, Power & Marine

Characteristics of 3D CAD system adoption & implementation Install/ configure the software Run user training courses Prepare (but not complete) reference information before 1st project roll-out Carry on system training ‘on-the-job’ Complete developing reference information during the 1st project

Observations Sequential implementations, typically 3 – 6 months in duration Minimal realignment or update of working procedures/ workflows to reflect implemented

software use Minimal user training linking application training to working procedures/ workflows to support

projects No validation of end user training knowledge take-up & understanding

Implications Slow technology take-up Potential risk to project schedule during detailed design phase Full exploitation of main system tools may not be achieved or fully understood

Technology ImplementationHistorical Perspective


The ‘Smart’ Implementation … People (Organization):

Streamlined Web-based User Training

SmartPlant 3D Training/ Skills Audit

Project Organization, Roles & Responsibilities Optimization

Processes:

Complementary Workflows, Procedures & Best Practice Guidelines

Integrated CAx/ Data Standards

Technology

Rules-based Design/ Knowledge Capture

Workshare

Design Automation/ Data Reuse

Environment Integration/ Interoperability~ Plant – Marine - Offshore

PeoplePeople

ProcessesProcesses TechnologyTechnology

ExistingSystems

Intergraph/ SP3D

Extending Enterprise Advantage

Technology AdoptionOpportunities for Change

Market Dynamics & Drivers Influencing New Technology Adoption Today

Case Study: FLUORCase Study: FLUOR……

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

1

Copyright © 2007, Fluor Corporation, All Rights Reserved.

Intergraph Thought Leadership Meeting

Project Execution in Today's Challenging Business Environment

Presented By Dave Gibson 31st October 2007Presented By Dave Gibson 31st October 2007

1

Copyright © 2007, Fluor Corporation, All Rights Reserved.

Intergraph Thought Leadership Meeting

Project Execution in Today's Challenging Business Environment

Presented By Dave Gibson 31st October 2007Presented By Dave Gibson 31st October 2007

1Copyright © 2007, Fluor Corporation, All Rights Reserved.

Addressing the Business Environment withExcellence in Execution

People

Systems and tools

Procedures and practices

Alignment

Quality management

Data integrity and management

Consistency in execution

Knowledge management


Addressing the Business Environment withExcellence in Execution

People

Systems and tools

Procedures and practices

Alignment

Quality management

Data integrity and management

Consistency in execution

Knowledge management

Added-value from Intergraph: Helping the organization and its people work ‘smarter’ Providing data & application integration linking our technology solutions to

best practice working methods Increasing designer productivity Capturing & harnessing organizational knowledge

Macroeconomic Environment #1.Business Drivers Process, Power & Marine



Today’s Challenging Business Environment

Record backlog

Rapid growth

Scarcity and mobility of workforce

Global project execution

Multi-party execution

Supply chain integration and collaboration

Demand for schedule reductions

Increased material prices

Increased delivery times

Supplier performance


Today’s Challenging Business Environment

Record backlog

Rapid growth

Scarcity and mobility of workforce

Global project execution

Multi-party execution

Supply chain integration and collaboration

Demand for schedule reductions

Increased material prices

Increased delivery times

Supplier performance

Industry Challenges – Intergraph Added-Value: Too many projects with too few experienced resources to support projects Global project execution Demands to increase designer productivity without compromising design

quality & integrity Reduce overall project schedule

Macroeconomic Environment #2.Business Drivers

Added-value from Intergraph: Helping the organization and its people work ‘smarter’ Providing data & application integration linking our technology solutions to

best practice working methods Increasing designer productivity Capturing & harnessing organizational knowledge Providing ‘Next-Generation’ Integrated Plant Design to extend competitive

advantage supporting new project execution strategies


Addressing the Business Environment withWork Process and Technology

Work processes• Consistency in execution - quality• Align and define tasks with dispersed

teams• True life cycle data integration

Leverage enabling technology• Database driven project execution• Rules-based design• Technology to support the global

community• Create an enterprise-wide,

“one stop shop” to connect employees regardless of location or time differences

• True life cycle data management• Knowledge management


Addressing the Business Environment withWork Process and Technology

Work processes• Consistency in execution - quality• Align and define tasks with dispersed

teams• True life cycle data integration

Leverage enabling technology• Database driven project execution• Rules-based design• Technology to support the global

community• Create an enterprise-wide,

“one stop shop” to connect employees regardless of location or time differences

• True life cycle data management• Knowledge management


Addressing the Business Environment withNext Generation

• What is “Next Generation”?• Implementation of SmartPlant 3D and

SmartPlant Foundation in an integratedenvironment• Fluor has used PDS for 15 years -- we

expect to use SmartPlant for the “Next Generation” of project execution

• Not just a software upgrade• Implements an “integrated” project

execution environment• Provides a platform to enable rule-

based automated design• Replaces the engine in our

MasterPlant® Suite of project execution tools

• Work process and organizational changes that positions Fluor for the “Next Generation” of project execution


Addressing the Business Environment withNext Generation

• What is “Next Generation”?• Implementation of SmartPlant 3D and

SmartPlant Foundation in an integratedenvironment• Fluor has used PDS for 15 years -- we

expect to use SmartPlant for the “Next Generation” of project execution

• Not just a software upgrade• Implements an “integrated” project

execution environment• Provides a platform to enable rule-

based automated design• Replaces the engine in our

MasterPlant® Suite of project execution tools

• Work process and organizational changes that positions Fluor for the “Next Generation” of project execution

Macroeconomic Environment #3.Business Drivers Process, Power & Marine

A Case Study for Deployment of SPE & SP3D URS Washington Division

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

URS - A Project Approach Delivers Results

Case Study of URS Deployment of SmartPlant Enterprise & SmartPlant 3D Excerpt of Session 2047 Presented at Intergraph 2008 conference by David

Collett, Senior Project Director URS Washington Division

Can a technology platform be delivered within cost and schedule constraints?

How do you do it?

Business Case Detailed Planning Project Execution – Scope, Schedule, Cost Startup & Operation – Deployment


The Business Case – SmartPlant Enterprise

Standardization Brings further efficiency and quality as work is completed similarly each time Enables multi-office execution with global resources

Integration Data-centric approach and enhanced quality and efficiency through integration

Competitive Advantage SmartPlant architecture specifically designed to enable multi-office execution

Enables leveraging of global resource base through standard processes and tools

Leveraging resources - SmartPlant efficiency allows lower cost Testing shows high potential for reduction in design times

Tight labor market is becoming a business reality - reduce impact of shortage of specialty technical resources in different locations


13

Business Case - Implementation Approach

Strategic Initiative Sanctioned at Executive Level – Vital Focus on Outputs

Test Out of the Box (OOTB) functionality

Configure authoring tools to create standardized output

Pilot test based on previously executed project

Integrate through SmartPlant Foundation after configuration of individual tools

Initially located in Huntsville

A Project Approach Delivers Results


Business Case - Why A Project Approach?

Previous Experience with Technology Projects Culture Change

Leadership from top

A Marathon, not a Sprint

Maturity Cycle of Platform Close access to Intergraph Strong Controls Focus on outputs – No Disruption of Existing Functionality Gain Confidence of PM Community – Key


Detailed Planning

Multi-Discipline Team led by Engineering Consultation with Intergraph Scope Development – Include everything needed to deploy

Focused first on creating required Outputs (drawings, lists, reports, etc)

Detailed Schedule Project Execution plan Risk Analysis and Contingency Calculation Executive Review Committee


Detailed Planning - Focus First on Outputs

Focus First on Outputs Content and Format of Outputs Does the tool allow more efficient work processes to create outputs?

Focus on outputs leads to Standardization SmartPlant comes with Out of the Box functionalityRequires Users to configure to Coding, Naming, and Numbering Conventions; Symbology; Drawing/Document Formats, etc…

Provides Opportunity & Catalyst to Standardize Using Standard Conventions Forcing Establishment of a Single Standard Input from Diverse Team Representing All Business Units and Offices Flexibility to Apply Standards to Client Unique Requirements


Detailed Planning - Scope of Work Tool Summary Process, Power & Marine

Project Execution

Team Building & Alignment Kickoff Workshop Project baseline for Performance Management

Scope

Schedule

Budgeted Cost for Work Schedule (BCWS)

Monthly Project Reviews Estimate At Completion (EAC) Forecasting

Monthly based upon trends

Quarterly base on detailed estimating

Change Control Reporting

Team Level

Executive Sponsor


Project Execution - Strategic Schedule Process, Power & Marine

Project Execution – 25 Person Team Makeup SmartPlant 3D - 7

Piping & Equipment – 2 discipline specialists Structural – 2 discipline specialists Electrical – 2 discipline specialists HVAC – 1 discipline specialist

Schematics - 6 P&ID – 2 discipline specialists Instrumentation – 2 discipline specialistsSmartPlant Electrical – 2 discipline specialists

Material Control - 8 SmartPlant Reference Data – 3 specialists Material Take Off Integration – 1 specialist Material Control Work Optimization – 4 specialists

Includes configuration of SmartPlant MaterialsIS - 4

4 discipline specialists covering administration, database, equipment/setup

Leadership IS, Engineering, & Project Management

NOTE : Initial SP3D & Schematics Teams located in Huntsville approximately 1 year


Project Execution - Monthly Reporting

Detailed Cost Report Schedule Performance Earned value performance Executive Reporting


Project Execution - Communication

Various Audiences Functions, Engineering Disciplines, Project Management, Business Units,

Executive

Diverse Locations and StakesHighly Technical Application and Issues

Candor & Accuracy vs. Rumor Mill

Perception of What Change BringsOne of a Kind ProjectTwo Way CommunicationTools

Meetings

Monthly Reports

Articles in Company Magazines

Presentations

Business Unit PM Focus Group


Deployment - Strategy

Single Project to Start – Strong positive Feedback from Project Assure platform is ready for production Assure support capability is available Build confidence

Training and Support with Setup – Very Positive Support – Projects are not Alone

Coaching Mentoring Immediate correction of challenges Production work Identify and create administrators and super users

Configuration Management a Must Complex system Testing of new releases prior to production All architecture, system state, and settings maintained

Move to Next Project Build resources


Deployment – Configuration Management Process, Power & Marine

Deployment - Status

Prior versions of Intergraph tools have been used for years PDS, P&ID, & INtools

Anticipate these will be in production for some time to come

New URS Configuration of tools on 5 projects SP P&ID, SP Instrumentation, SP 3D, SP Foundation

SP Electrical not yet deployed – still configuring and piloting

Early Feedback is Positive

Building Resource Pool to Support

Will not deploy Broader Than Ability to Support Positive feedback so far rooted in support provided

Engineering Services organization being deployed for global support


Deployment – Positive Results

Every project in deployment providing positive feedback

Cautious but encouraged by early development

Estimates based on previous methods have been more than sufficient using new tools

Projects without prior experience in data centric systems are enamored by the ability to design and create data at the same time

Reports, lists, data sheets, drawings, etc. are a by-product output


Deployment – P&ID and SPI Trends

Early trends for URS Washington Division

Projects continue to provide positive feedback

Data integration between P&ID and SPI Saves time because of enter once use many

Assures quality and consistency of data

Enforces consistent application of work process

Savvy Project Managers realize time savings Data generation during design

Outputs are a by-product of the process

Enter once use many


Deployment – SP3D SPI Trends

Early trends for URS Washington Division

Designers like consistent interface

Productivity enhancement tools reduce design time

After training, designers do not want to go back to prior tools

A few comments from designers SP3D shines when design revisions occur

Relationships between objects is a real time-saver

Integration with other tools makes “enter once use many” a reality; reuseable data saves time

Drawing generation saves a lot of time

Drawings by Query

Visibility when data has changed and drawing is out of date


Deployment – SP3D Confidential Client Process, Power & Marine

Deployment – SP3D Confidential Client Process, Power & Marine

Implementation Planning Implementation Planning & Management& Management

21-22 August 2008

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Hanoi, Vietnam


SmartPlant 3D ‘Fast-TrackSmartPlant 3D ‘Fast-Track’’ Objectives

De-risk new technology introduction Compress implementation schedules Allocating the right levels of resources (internal & external)

What is it? A set of template-based implementation planning tools,

workflow templates & customizable procedures A set of pre-configured packaged RDB solutions (multi-

discipline reference data/ symbols) Drawings, Isometrics & Reports SmartPlant Reference Data (SDB) for materials across

process plant industries ‘Fast-Track’ integration with other SmartPlant Enterprise

applications & internal software

Why is this important? Implementation Planning Guidance/ Validation Achieving early success to support projects capitalizing

technology investment as quickly as possible

PPM Investments to Support Successful Implementations

Intergraph Process Power & Marine

3D CAD Transition & Implementation Plan

Transition Component Activity Approach/ Strategy DeliverablesINGR Customer 1

#1. Project Kick-off: Review/ Prepare Project Mandate - 1 0 Draft project mandate

Prepare internal project communication briefing - 0.25 0.25 Draft project briefing note

Review/ Agree Project Resources Review Meeting 0.25 0.25 Draft project resource plan

Prepare draft project plan - 1 0 Draft project plan

Prepare group presentation - 0.25 0.25 Draft project introductory presentation

Review/ agree Project Team/ Executive Sponsor Review Meeting 0.25 0.25 Project team members list

Review/ agree Project Steering Board Review Meeting 0 0 Steering Board members list

Undertake Project Kick-off Meeting Project Kick-off Meeting 1 1 Minutes of meeting

Sign-off/ Issue Project Mandate - 0.25 0.25 Signed-off Project Mandate

Sign-off/ Issue Internal Project Briefing - 0.25 0.25 Signed-off Project Briefing Note

Sign-off Project Plan - 0.25 0.25 Signed-off Project Plan

Review/ Agree project meeting schedule Project Kick-off Meeting 0.25 0.25 Signed-off Meeting Schedule

Sign-off group presentation - 0 0 Signed-off Project Introductory Presentation

TOTAL: 5 3

#2. People & Organisation: Review organisation structure Review Meeting 0.25 0.25 Organisation charts/ project structure documents

Review roles & responsibilities Review Meeting 0.25 0.25

Review project engineering processes (high-level) Review Meeting 0.5 0.5

Review Cax/ IT/ IS strategies to support projects Review Meeting 0.5 0.5

Prepare/ Run internal education briefings - 0.5 0

Prepare/ issue regular project updates Email updates 1 0

TOTAL: 3 1.5

#. Days Week #.

Intergraph Process Power & Marine

3D CAD Transition & Implementation Plan

Transition Component Activity Approach/ Strategy DeliverablesINGR Customer 1

#1. Project Kick-off: Review/ Prepare Project Mandate - 1 0 Draft project mandate

Prepare internal project communication briefing - 0.25 0.25 Draft project briefing note

Review/ Agree Project Resources Review Meeting 0.25 0.25 Draft project resource plan

Prepare draft project plan - 1 0 Draft project plan

Prepare group presentation - 0.25 0.25 Draft project introductory presentation

Review/ agree Project Team/ Executive Sponsor Review Meeting 0.25 0.25 Project team members list

Review/ agree Project Steering Board Review Meeting 0 0 Steering Board members list

Undertake Project Kick-off Meeting Project Kick-off Meeting 1 1 Minutes of meeting

Sign-off/ Issue Project Mandate - 0.25 0.25 Signed-off Project Mandate

Sign-off/ Issue Internal Project Briefing - 0.25 0.25 Signed-off Project Briefing Note

Sign-off Project Plan - 0.25 0.25 Signed-off Project Plan

Review/ Agree project meeting schedule Project Kick-off Meeting 0.25 0.25 Signed-off Meeting Schedule

Sign-off group presentation - 0 0 Signed-off Project Introductory Presentation

TOTAL: 5 3

#2. People & Organisation: Review organisation structure Review Meeting 0.25 0.25 Organisation charts/ project structure documents

Review roles & responsibilities Review Meeting 0.25 0.25

Review project engineering processes (high-level) Review Meeting 0.5 0.5

Review Cax/ IT/ IS strategies to support projects Review Meeting 0.5 0.5

Prepare/ Run internal education briefings - 0.5 0

Prepare/ issue regular project updates Email updates 1 0

TOTAL: 3 1.5

#. Days Week #.


CompanyCompanyDocumentation Documentation

CompanyCompanyDocumentation Documentation

WorkflowsWorkflows

ProceduresProcedures

WorkflowsWorkflows

ProceduresProcedures

ProjectProjectScopeScope

PilotPilotProjectProject ProjectProject

Job NotesJob Notes

ValidationValidation

ProjectProjectScheduleSchedule

Preparation Preparation Preparation Preparation ImplementationImplementationImplementationImplementation

PilotPilotScopeScope

PilotPilotScheduleSchedule

TrainingTrainingTrainingTraining

UserUser

AdminAdmin

TrainingTrainingTrainingTraining

AdvancedAdvancedAdminAdmin

Configurable Best-Practice Guidelines – ‘Cook Book’

ProjectProjectDocumentation Documentation

ProjectProjectDocumentation Documentation


Configurable Deployment Procedures

Project Initialization

Ph 1 Capture/“Block”model creation Ph 2 Mechanical/Civil/Structural Layout Fix model developmentPh 3 Detail Piping Design Model development,

Clash Checking & Final Drawing Extraction

ModelingTimeline

SP3DCoordination

Output

Piping

Mechanical

Civil/Structural

Electrical

Instrumentation

Project Kick- off meeting

Develop project specific pipe specs

ProjectMilestone “A”

ProjectMilestone “B”

Project Milestone “C”

Formal Design Review Audit for Milestone “A”

Milestone “A”drawing extractionincludes : preliminary area plot plans and iso views of block model for review by project team, construction & client

Formal Design Review Audit for Milestone “B”

Milestone ““B”drawing extraction includes:Steel Plans & Elevations & MTOMechanical / Electrical / InstrumentationArea plot plans & G.A.’s (limited annotation)

Formal Design Review Audits for Milestone “C”_ Quality & Safety Audits

Milestone “C”drawing extractionAnnotated AFC plot plans & G.A.’s

Mechanical input to primitive layout modelincludes: basic equipment and base locations derived from hand- drawn sketch information

Civil/Structural input to primitive layout modelincludes: Main building columns, beams and platforms, major support structures plus concrete foundations

Developing mechanical model input includes: vendor supplied equipment and nozzle data,large bore ductwork and conveyor details

Developing civil/structural model input includes: building steel for stairs and ladders, equipment support steel and minor beams and bracing, plus concrete foundations and platform development

Input pipe rack envelopes and/or define major pipe routes

Initial instrumentation input including: Preliminary Tray requirements and major instrumentation panels and local instrument locations for all off- line instrumentation

Formal Clash Check run for Milestone “B”

Regular Design, Progress and Clash Reviews

Formal Clash Check run for Milestone “C”

Piping Isometrics, Final BOMand Piping Area Isometrics

Preliminary Bulk Material Take- offs plus Piping ISO extraction for checking

Create project, databases and directories

Create SP3D drawings templates

Set up Progress Monitoring system

Set up Clash Detection System & responsibilities

Archive all SP3D and corresponding Project data

Detailed Piping input by area/size/criticality:i. Large bore critical lines & physical supportsii. Small bore critical lines & physical supportsiii. All other non- critical process & utility lines & physical supports

Developing vessel & Equipment trim,All Ladder and Platform details andupdate all equip to approved Vendor prints

Developing electrical input and confirmation of all final trayroutes on model, final electrical panels and Switchgear locationsand resolve all interferences

Initial electrical input including: Preliminary Tray requirements and major electrical panels and switchgear locations

Developing instrumentation input and confirmation of all final trayroutes on model, final local off- line instrumentation locations and resolve all interferences

Continuous monitoring of work-packs for model, drawing and report integrity,Attendance to any SP3D application or user specific problems,Creation of additional databases as required by developing design requirementsMonitor Clash runs and Design Review meeting s for setup, content and actions arising

All building, support and platform steel including large gusset plates and supportsteel detail in congested plant areas

(100%)(50%)(20%)

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate Mechanical discipline design problems or required changes

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate Civil/Structural discipline design or required changes

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate Electrical discipline design problems or required changes

Continuous Review of developing model and incorporation ofDesign Review or Clash actions lists to accommodate Instrumentation discipline design problems or required changes

TypicallyTypically

Regular Design, Progress and Clash Reviews

PR-001 A - Fig 1 Typical SP3D Modeling Workflow, Coordination and Activity Chart

Post-ConstructionDesign analysis &feedback meeting

(Project Mgr, Planning, Discipline Heads & Construction Mgr)

Load project specific pipe specs

Intergraph Plant

Design Workflows

Configurable Deployment & Engineering Activity Workflows Process, Power & Marine

Virtual Web-Based Training ~ SPVT ~Overview

21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

What is SmartPlant Virtual Training?

SmartPlant 3D End User Training (available now)

Hosted on a commercial LMS system by ElementK

Provides access for up to 86 virtual sessions organized in courses for 1 year

Ability to track progress

Ability to download tutorials and practice labs

24x7 support with web site and forum for technical help

Learning Management System

Virtual Instructor Led

Training

Administrative Interface for Enterprise Customers


Benefits of SmartPlant Virtual Training

Quality and Consistency Exact same presentation regardless of time or locations - removes the variations

introduced by individual instructors

Prepared experts for given topic from the product centers

Reviewed by customers & software designers

Educationally sound materials, consistent terms across all topics, objectives, prerequisites & summary screens for every topic.

Schedule Compression Users from multiple disciplines can learn simultaneously resulting in shorter startup

time for projects starting with team new to SmartPlant 3DTypical reduction from 3 weeks to 1 week

Ability to train new members of the team earlier rather than waiting for class with minimum enrollment requirements

Cost Effective List price of US $1200 per student is ½ of class room enrollment at US $2,500

Further savings based on quantity in addition to travel costs


Frequently Asked Questions

Does SPVT replaces traditional class room training? SPVT best suited for Roll-out scenarios, small & remotes teams of 3-5 users, or new additions

to the teams. Traditional class room training best suited for CAE teams and Discipline Application Specialists (Super Users / Early implementation teams).

Does SPVT requires 3D software License? SP3D / SM3D license is not required to purchase SPVT, however training experience is not

complete without hands-on experience. Practice Labs provided with SPVT match up with training plant backup available on Siebel web site.

Intergraph is exploring alternatives for making training environment available via web based virtual lab setup and/or providing increased access to regional training facilities at Intergraph Offices.

What is plan to update the training to match new software versions? Intergraph plans to update training for every major version release. Scope of change depends

on number of enhancements in new version. Our goal is to make training available as soon as new versions are released. Most likely users will get option to access version specific training sessions.

Is there a certification/evaluation program to access skills after the training? Currently one question quiz is added to each session as trial basis, however answers are not

tracked. Completion and time spent on each session is tracked. System is capable of handling certification requirements.


21-22 August 2008

Hilton Opera Hotel

Hanoi, Vietnam

The Smart Implementation Intergraphs Approach & Strategy to Support Successful System Implementations Richard Smykay 21-22 August 2008 Hilton Opera Hotel.

Documents

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project approach

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technology solutions

business drivers process

technology platform

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