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Improving Safety, Efficiency and Regulatory
Compliance Via Asset Documentation Integrity

David Blain     McLaren Software
Agenda
•About McLaren Software
•The Asset Lifecycle
•Some Case Studies
•What’s different about Engineering (or why search technology is not sufficient)
Engineering Document Control and
Management

                           Asset Information Integrity
McLaren Software




•       Formed 2000                                                 •       Channel Partners
    •   Subsidiary of IDOX Group plc                                    •    Spain, Germany, Middle East, South Africa, Australia,
         •   Leading UK information management and services group
                                                                             Denmark, Sweden, Finland
    •   10 years Industry and Document Management Experience
•       Offices                                                     • Technology Partners
    •   Glasgow, UK                                                     •    EMC            Microsoft
    •   Houston, TX USA
                                                                        •    IBM                        Autodesk

                                                                    • ISO Accredited Company



                                                                                                                       Asset Information Integrity
Representative McLaren Customer List
       Life Sciences / Healthcare   Oil & Gas




    Government / Transportation      Utilities



 Provincie Groningen
Asset Lifecycle
•   Engineering Document Management Applications
     –   Proven to help customers construct, operate and maintain, efficient, safe and compliant plants

         or facilities.

                                                  Handover Commissioning
                  Projects                                                               Operations
                     Design                                                                    Operate


         Build                Procure                                               Maintain
                                                           Plan

                                                          Retire
                                                         Recycle
Energy & Utilities – BC Hydro
       Business Challenges
       • Meet Energy Demands for 2010 Winter Olympics
       • Reduce reliance on imported (coal generated) power from
         USA
       • Industry regulations – green mandate
       • $5bn capital investment program
      System Challenges
      • Management of 750,000 engineering drawings
      • Geographically dispersed engineering teams
      • 30 Days to locate and issue engineering drawings
      • Capital Project Backlog of 3 months
      • Management of 4 legacy systems
Energy & Utilities - BC Hydro
        McLaren Solution
        • Engineering process review and optimization
        • Document and Drawing Migration
        • Enterprise Engineer based solution – Projects, Assets,
           Transmittals
        •Benefits
           Customized asset document portal
        • Streamlined engineering drawing management process /
          Reduced reliance on hard copies
        • Reduction of project execution time 90 to 5 Days
        • Accurate audit trails for all engineering documents and
          drawings
        • On demand reporting
        • Increase in user confidence
Oil & Gas – Canadian Natural Resources
         Business Challenges
         • $14Bn Capital Project – Alberta Oil Sands
         • Remote processing plants
         • Securely exchange, verify and classify engineering
           document and drawings with EPCs and Fabricators
         • Meet deadlines by managing concurrent projects
         System Challenges
         • Secure access to project and asset documents to EPCs
           and Fabricators across the world and in situ
         • All documents and drawings to be wet stamped to
           comply with regulations
         • Integration with J D Edwards ERP system for work order
           synchronization
Oil & Gas – Canadian Natural Resources
          McLaren Solution
          • Engineering business process review and optimization
          • Electronic squad check and review of all design and
            construction documents arriving from EPCs and
            Fabricators
          • Engineering Drawing Management
          • Project to Operations handover processes
          Benefits
          • 640 Contributors / 1,000 consumers
          • Supported for the Project from inception to Operations
          • Standardized process throughout
          • Raised confidence in the integrity of all documentation
Pharmaceutical – Eli Lilly & Company
          Business Challenges
           •   130 Year old company, 40,000 employees, household name.
           •   11 Plants in Americas, producing everything from Oncology drugs to bulk
               compounds
           •   Rapidly changing commercial landscape with acquisitions and divestments
           •   Heavily regulated and validated industry
           •   Aim: Cut time to complete engineering changes from average 55 to 15 days




           System Challenges
           •   Secure access to high volumes of facility documentation for 11 plants in North and
               South Americas
           •   Upgrade existing successful 6 year old McLaren 2.5 solution – and extend functionality.
           •   Prepare for global expansion of scope of solution, and multi-lingual use.
Pharmaceutical – Eli Lilly & Company
           McLaren Solution
           •   Deliver streamlined Engineering change review and approval process, managing natives and
               publications.
           •   Deliver visibility into performance of engineering change process
           •   Asset Vault for each facility, supporting concurrent engineering
           •   Support rapidly changing commercial landscape with acquisitions and divestments
           •   Validated to 21CFR11 and GMP
           •   Intranet search for released approved drawings – reduce load on document controllers
           •   Automate document number allocation



           Benefits
           •   Fast and efficient access to plant documentation
           •   Improved engineering change processes
           •   Visibility of process
           •   Improved reliability of content
           •   Secure communications with design contractors
           •   Less dependence on bandwidth of doc controllers
Enterprise Engineer Architecture
EE Client Tier
                   EE Client                               EE Client Applications   SoA Architecture
                                                                                       Microsoft .NET Client
                 Application Interface
                                                                                       HTTP(s), XML, SOAP Communications
                                                                                       J2EE Web Services
EE Server Tier
                                                                                    Scalability
                                  EE Web Services
                                                                                       Enterprise scalable
                             EE Foundation Classes                                     Leverages ECM platforms
                                         ECM Platform Interface
                                                                                          FileNet P8
                            EE FileNet P8 API




ECM Platform Tier
Enterprise Engineer Application Suite
           Handover                                                             Vault
                                                                                                        Controlled change
                   Vault             Vault Manager                                                       management
                   Quality
                   Controller
                                                                                     Released           Concurrent engineering
                                                                                                        Automated work process
                                                                                     Masters
                   Handover
                   Team
                                Vault Liaison



                            Project Work
                                                                                                      Active document management
                                                                                                      Project focused
                                                                                                      Work management
                                                                                                      Proactive reporting
       Project A                           Project B                     Project C

                      Controlled Collaboration
                              EE Transmittal Portal
                                                                                                    Full audit trail
      Repository
                                                       Acknowledgement                              Electronic receipt &
                                                       Accept / Reject                               acceptance
                                                                                                    Proactive reporting &
                                                                                      External
                                                                                                     management
                                                                                      Recipients
Check in / Check out                                      Import from filing system or drag and
                                                                                                      drop
      Work Area shows all documents
      checked out to logged in user




                                                       Checked out to logged in user




    Checked out to another user




View additional location/association information
about selected object



                                                                                       Record of previous versions of selected drawing
Pre-defined searching and reporting
                                                                            options
Built in processes to manage change control of asset
documents and drawings, concurrent engineering and
handover of asset documentation




                                    Controlled library of asset documents
                                    and drawings
Securely search for released asset
documentation via the web
Configurable searching options
Further Information
www.mclarensoftware.com

David.blain@mclarensoftware.com

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Improving safety, efficiency and regulatory compliance via asset documentation integrity

  • 1. Improving Safety, Efficiency and Regulatory Compliance Via Asset Documentation Integrity David Blain McLaren Software
  • 2. Agenda •About McLaren Software •The Asset Lifecycle •Some Case Studies •What’s different about Engineering (or why search technology is not sufficient)
  • 3. Engineering Document Control and Management Asset Information Integrity
  • 4. McLaren Software • Formed 2000 • Channel Partners • Subsidiary of IDOX Group plc • Spain, Germany, Middle East, South Africa, Australia, • Leading UK information management and services group Denmark, Sweden, Finland • 10 years Industry and Document Management Experience • Offices • Technology Partners • Glasgow, UK • EMC Microsoft • Houston, TX USA • IBM Autodesk • ISO Accredited Company Asset Information Integrity
  • 5. Representative McLaren Customer List Life Sciences / Healthcare Oil & Gas Government / Transportation Utilities Provincie Groningen
  • 6. Asset Lifecycle • Engineering Document Management Applications – Proven to help customers construct, operate and maintain, efficient, safe and compliant plants or facilities. Handover Commissioning Projects Operations Design Operate Build Procure Maintain Plan Retire Recycle
  • 7. Energy & Utilities – BC Hydro Business Challenges • Meet Energy Demands for 2010 Winter Olympics • Reduce reliance on imported (coal generated) power from USA • Industry regulations – green mandate • $5bn capital investment program System Challenges • Management of 750,000 engineering drawings • Geographically dispersed engineering teams • 30 Days to locate and issue engineering drawings • Capital Project Backlog of 3 months • Management of 4 legacy systems
  • 8. Energy & Utilities - BC Hydro McLaren Solution • Engineering process review and optimization • Document and Drawing Migration • Enterprise Engineer based solution – Projects, Assets, Transmittals •Benefits Customized asset document portal • Streamlined engineering drawing management process / Reduced reliance on hard copies • Reduction of project execution time 90 to 5 Days • Accurate audit trails for all engineering documents and drawings • On demand reporting • Increase in user confidence
  • 9. Oil & Gas – Canadian Natural Resources Business Challenges • $14Bn Capital Project – Alberta Oil Sands • Remote processing plants • Securely exchange, verify and classify engineering document and drawings with EPCs and Fabricators • Meet deadlines by managing concurrent projects System Challenges • Secure access to project and asset documents to EPCs and Fabricators across the world and in situ • All documents and drawings to be wet stamped to comply with regulations • Integration with J D Edwards ERP system for work order synchronization
  • 10. Oil & Gas – Canadian Natural Resources McLaren Solution • Engineering business process review and optimization • Electronic squad check and review of all design and construction documents arriving from EPCs and Fabricators • Engineering Drawing Management • Project to Operations handover processes Benefits • 640 Contributors / 1,000 consumers • Supported for the Project from inception to Operations • Standardized process throughout • Raised confidence in the integrity of all documentation
  • 11. Pharmaceutical – Eli Lilly & Company Business Challenges • 130 Year old company, 40,000 employees, household name. • 11 Plants in Americas, producing everything from Oncology drugs to bulk compounds • Rapidly changing commercial landscape with acquisitions and divestments • Heavily regulated and validated industry • Aim: Cut time to complete engineering changes from average 55 to 15 days System Challenges • Secure access to high volumes of facility documentation for 11 plants in North and South Americas • Upgrade existing successful 6 year old McLaren 2.5 solution – and extend functionality. • Prepare for global expansion of scope of solution, and multi-lingual use.
  • 12. Pharmaceutical – Eli Lilly & Company McLaren Solution • Deliver streamlined Engineering change review and approval process, managing natives and publications. • Deliver visibility into performance of engineering change process • Asset Vault for each facility, supporting concurrent engineering • Support rapidly changing commercial landscape with acquisitions and divestments • Validated to 21CFR11 and GMP • Intranet search for released approved drawings – reduce load on document controllers • Automate document number allocation Benefits • Fast and efficient access to plant documentation • Improved engineering change processes • Visibility of process • Improved reliability of content • Secure communications with design contractors • Less dependence on bandwidth of doc controllers
  • 13. Enterprise Engineer Architecture EE Client Tier EE Client EE Client Applications SoA Architecture  Microsoft .NET Client Application Interface  HTTP(s), XML, SOAP Communications  J2EE Web Services EE Server Tier Scalability EE Web Services  Enterprise scalable EE Foundation Classes  Leverages ECM platforms ECM Platform Interface  FileNet P8 EE FileNet P8 API ECM Platform Tier
  • 14. Enterprise Engineer Application Suite Handover Vault  Controlled change Vault Vault Manager management Quality Controller Released  Concurrent engineering  Automated work process Masters Handover Team Vault Liaison Project Work  Active document management  Project focused  Work management  Proactive reporting Project A Project B Project C Controlled Collaboration EE Transmittal Portal  Full audit trail Repository Acknowledgement  Electronic receipt & Accept / Reject acceptance  Proactive reporting & External management Recipients
  • 15. Check in / Check out Import from filing system or drag and drop Work Area shows all documents checked out to logged in user Checked out to logged in user Checked out to another user View additional location/association information about selected object Record of previous versions of selected drawing
  • 16. Pre-defined searching and reporting options Built in processes to manage change control of asset documents and drawings, concurrent engineering and handover of asset documentation Controlled library of asset documents and drawings
  • 17. Securely search for released asset documentation via the web