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CONVERGING
                      OPERATIONAL AND
                        INFORMATION
                    TECHNOLOGIES – WHEN
                       AND BY WHOM?

Candidate: Anastasia Kuusk
Supervisors: Prof. Andy Koronios, Dr. Jing Gao & Kristian Steenstrup
WHAT IS IT & OT?




                 Source: Gartner, 2008




  What we know                           What we do not know
BACKGROUND
• Engineering Asset Management
  – Evolved into holistic asset care
• Gartner 2006
  – OT defined
  – IT & OT are converging
• Gartner 2012
  – Three stages to converged maturity
  – Who responsible or the authority –
    Engineering or IT?
CONVERGENCE



               Information
               Technology

               Operational
               Technology




          Source: Gartner, 2012
OT & IT ISSUES
                          Issues                      Literature
                 IT versus Engineering         Steenstrup 2008; Barber,
                                               2012; Schneider, 2006; Kern,
                                               2009


                 Drivers forcing convergence   Steenstrup, 2008-2012;
                                               Romero, 2011; Wiese 2004;
                                               fyschwick, 1996
                 Many frameworks, standards,   Steenstrup 2012, IBM, Parekh
                 principles                    2007, Hillard, 2010, Thomas,
                                               2009)


                 Successful EAM requires       Too, 2010; Sklar, 2004; Mays
                 integration                   Business School, 2011;
                                               Humffray, 2003
                 When converge, integrate,     Lack of academic literature
                 align
CONVERGENCE DRIVERS
CRITICAL SUCCESS FACTORS
                 CSF                 LITERATURE
   Management support         Evans, 2010; Rockart, 1979;
   - For information value    Nfuka & Rusu, 2011; Trkman,
   - For convergence          2010 and Huang & Hen, 2006;
                              Yeoh, Gao and Koronios, 2009
   Interoperability           Torchia, 2011; Office of the
   -IT platforms              National Coordinator for Smart
   -Standards                 Grid Interoperability, 2010;
                              Steenstrup, 2012; McDonnell
                              Group, 2012

   Holistic/Enterprise wide   Parekh, 2007; White, 2007;
   -Asset care                Debois, 2012; Caldwell, 2011;
   -Information governance    Nicolett & Proctor, 2011,
                              Logan, 2012
   Cross sharing of skill     Steenstrup, 2008; Boone, &
   -Engineering strengths     Ganeshan, 2008; Haider, 2011;
   -IT strengths              Newman, 2011
RESEARCH GAPS
          WHEN/WHOM




          Information
          Technology

          Operational
          Technology
METHODOLOGY
• Delphi rounds
  – Expert sourcing now

  – First round before December

• Case study

  – Sourcing EAM participants now

• Completion
  – 2 years to completion
KEY RESEARCH QUESTIONS
Delphi questions round 1
Why are organisations converging, aligning and integrating OT and IT to enhance EAM performance?
•What are the business drivers?
How are organisations converging, aligning and integrating OT and IT to enhance EAM performance?
•What are examples of the most successful OT/IT convergence, alignment and integration?
How do organisations start convergence, alignment and integration?
•Who makes the decisions the key decisions?
Given the definitions of convergence, alignment and integration above – what defines when organisations move from
one level to the next
•What are the criteria for measuring OT & IT convergence, alignment and standards based integration?
•How can information governance criteria identified in Figure 1 above facilitate converging OT and IT?
What are the technology, organisation and people critical success factors for converging, aligning and integrating OT
and IT?
•What does successful convergence, alignment and standards based integration look like?
•What situations are IT best suited to be responsible for the integrated environment?
•What situations are Engineering best suited to be responsible for the integrated environment?
•What situations are IT best suited to be the authority for the integrated environment?
•What situations are Engineering best suited to be the authority for the integrated environment?
RESEARCH IMPORTANCE
 INFORMATION GOVERNANCE FRAMEWORK
     TO CONVERGE INFORMATION AND
    OPERATIONAL TECHNOLOGIES FOR
   ORGANISATIONS WITH EAM FUNCTIONS

• Identify when organisations converge, align and
  integrate
• Identify if Engineering or IT responsible
Anastasia Govan Kuusk
Phone 0428836405
Adelaide
anastasia.kuusk@unisa.edu.au

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Operational and Information Technology convergence in asset intensive organisations

  • 1. CONVERGING OPERATIONAL AND INFORMATION TECHNOLOGIES – WHEN AND BY WHOM? Candidate: Anastasia Kuusk Supervisors: Prof. Andy Koronios, Dr. Jing Gao & Kristian Steenstrup
  • 2. WHAT IS IT & OT? Source: Gartner, 2008 What we know What we do not know
  • 3. BACKGROUND • Engineering Asset Management – Evolved into holistic asset care • Gartner 2006 – OT defined – IT & OT are converging • Gartner 2012 – Three stages to converged maturity – Who responsible or the authority – Engineering or IT?
  • 4. CONVERGENCE Information Technology Operational Technology Source: Gartner, 2012
  • 5. OT & IT ISSUES Issues Literature IT versus Engineering Steenstrup 2008; Barber, 2012; Schneider, 2006; Kern, 2009 Drivers forcing convergence Steenstrup, 2008-2012; Romero, 2011; Wiese 2004; fyschwick, 1996 Many frameworks, standards, Steenstrup 2012, IBM, Parekh principles 2007, Hillard, 2010, Thomas, 2009) Successful EAM requires Too, 2010; Sklar, 2004; Mays integration Business School, 2011; Humffray, 2003 When converge, integrate, Lack of academic literature align
  • 7. CRITICAL SUCCESS FACTORS CSF LITERATURE Management support Evans, 2010; Rockart, 1979; - For information value Nfuka & Rusu, 2011; Trkman, - For convergence 2010 and Huang & Hen, 2006; Yeoh, Gao and Koronios, 2009 Interoperability Torchia, 2011; Office of the -IT platforms National Coordinator for Smart -Standards Grid Interoperability, 2010; Steenstrup, 2012; McDonnell Group, 2012 Holistic/Enterprise wide Parekh, 2007; White, 2007; -Asset care Debois, 2012; Caldwell, 2011; -Information governance Nicolett & Proctor, 2011, Logan, 2012 Cross sharing of skill Steenstrup, 2008; Boone, & -Engineering strengths Ganeshan, 2008; Haider, 2011; -IT strengths Newman, 2011
  • 8. RESEARCH GAPS WHEN/WHOM Information Technology Operational Technology
  • 9. METHODOLOGY • Delphi rounds – Expert sourcing now – First round before December • Case study – Sourcing EAM participants now • Completion – 2 years to completion
  • 10. KEY RESEARCH QUESTIONS Delphi questions round 1 Why are organisations converging, aligning and integrating OT and IT to enhance EAM performance? •What are the business drivers? How are organisations converging, aligning and integrating OT and IT to enhance EAM performance? •What are examples of the most successful OT/IT convergence, alignment and integration? How do organisations start convergence, alignment and integration? •Who makes the decisions the key decisions? Given the definitions of convergence, alignment and integration above – what defines when organisations move from one level to the next •What are the criteria for measuring OT & IT convergence, alignment and standards based integration? •How can information governance criteria identified in Figure 1 above facilitate converging OT and IT? What are the technology, organisation and people critical success factors for converging, aligning and integrating OT and IT? •What does successful convergence, alignment and standards based integration look like? •What situations are IT best suited to be responsible for the integrated environment? •What situations are Engineering best suited to be responsible for the integrated environment? •What situations are IT best suited to be the authority for the integrated environment? •What situations are Engineering best suited to be the authority for the integrated environment?
  • 11. RESEARCH IMPORTANCE INFORMATION GOVERNANCE FRAMEWORK TO CONVERGE INFORMATION AND OPERATIONAL TECHNOLOGIES FOR ORGANISATIONS WITH EAM FUNCTIONS • Identify when organisations converge, align and integrate • Identify if Engineering or IT responsible
  • 12. Anastasia Govan Kuusk Phone 0428836405 Adelaide anastasia.kuusk@unisa.edu.au

Editor's Notes

  • #7: : cost, risk, speed (of development/deployment) and “agility” which is really about big data leverage and integration for decision making