asset information management an it perspective b mick arc 2008
TRANSCRIPT
Asset Information ManagementAsset Information ManagementAsset Information ManagementAn IT Perspective
Asset Information ManagementAn IT Perspective
Bob MickVP Emerging Technologies
ARC Advisory [email protected]
Agenda Agenda
Asset Information Management IT Landscape
• Processes
• Software & Systems
• Information
AIM IT Strategy Considerations
• AIM Organization & Principles
• AIM Methods & Processes
AIM S l i A hi A li i & T h l• AIM Solutions – Architecture, Applications & Technology
The Big Questions
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AIM IT LandscapeAIM IT Landscape
AIM Is a Comprehensive View of Asset LifeIncludes Three Sets of Connected ALM ProcessesAIM Is a Comprehensive View of Asset LifeIncludes Three Sets of Connected ALM Processes
RampUp
OperRdy
FuncAsset
ALM Processes Manage
AIM Processes Manage
Rdy
PeakPerf
AssmAsset
Asset
O &
Assets Asset Information
ModsSpec
Operate & Optimize
IS
Mods
P j
Spec
Design & Build
IS
Maintain& Improve
ISLiab
CashDes
ProjPlan
But … ALM & AIM Processes
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Cash
IdeaBasis Are Not Completely
Separable
Many ALM Processes Are Embedded in ApplicationsThere Are Also Cross-Functional Information Needs and GapsMany ALM Processes Are Embedded in ApplicationsThere Are Also Cross-Functional Information Needs and Gaps
Information Embeddedin Applications
Important to Multiple
Collect
Important to Multiple Domains
Operate &
CADPDFImages
CollectIntrospectStructureTransform
AccessTransform
PublishOther
Software
OptimizeIS
Cross FunctionalTextData …
All AIM Information
AIM Information Not Controlled by
Applications
Design & Build
IS
Maintain& Improve
IS
Cross Functional
InformationyDOM Applications
Internal ALM TeamExternal
AIM
IS IS
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TeamMembers
External ALM
Partners
What Software and Systems Are Involved?Diverse Information, Workflow, Roles, Data Owners …What Software and Systems Are Involved?Diverse Information, Workflow, Roles, Data Owners …
Enterprise Asset
Reliability Analysis& MaintenanceEnterprise
Resource
ProductLifecycle
Management
Drawing Management
Management Plant PredictiveMaintenance
ResourcePlanning
“ERP”
g
Performance
Design & Build Maintain &
Improve
Contains orUses Asset
InformationEngineering
CAD Packages
ProductionPlans, HistoryA d R d
PerformanceManagement
Informationg g
Content/DataManagement
Project
Operating &Safety Procedure
Management
And RecordsOperate &Optimize
TechnologyPlatforms
GeneralDocument
Management
SchedulingTools
Project Management
Management
Incident Management
Portals& Content
Management
Databases
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Management DatabasesDocumentPublishing
MobileSolutions
AutomationProcess Control
AIM Supports ALM Information Needs ALM Processes, Workflow, Analysis, Reporting …AIM Supports ALM Information Needs ALM Processes, Workflow, Analysis, Reporting …
D i &
Operate &Optimize
M i t i &
CADCollect
T fProjects, Tests, Production Orders, Work O d i l i
Design & Build
Maintain &Improve
CADPDFImagesTextData …
TransformDistribute
Orders, Reporting, Analysis …
ALM Business Processes & Workflow
ExternalSources
Asset Information Management
AIM
Reference Information & Activity Records
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Reference Information & Activity Records
A Comprehensive View of Asset Information
Diverse Information - Throughout an Asset’s LifeOriginate and Re-purpose Information for RolesDiverse Information - Throughout an Asset’s LifeOriginate and Re-purpose Information for Roles
Functional• Process
S
Design• Process
D i
Procedures• Project Mgmt
Commercial• Financial Analysis
Status• Project & Site
History• Source &
B ild Hi tSpecs • Process
Models• Process Calcs • Flow Diags• Equip Calcs
Design • P&ID• Equip Layout,
Design, BOMs
• System
• Install/Test • Descriptions
of Operation• Operating • Insp & Maint
C tifi ti
• CAPEX• Depreciation• OPEX• Purchasing
RecordsW t &
• Procurement• Operational
Status• Performance• MRO
Inventory
Build History• Operating
History• Maint History• Inspection
Records• Equip Calcs • Equip Specs• Func Designs
• System Detail Design
• MRO BOMs
• Certification Reqs
• Lockout & Safety Reqs
• Warranty & Repair Records
• O&M Service Agreements
Inventory• Training
Records• Incident
Reports• People
Certifications
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Reference Data Activity Records
The “Information” in AIM Is More than DocumentsAIM Solutions Are Moving Toward Information as DataThe “Information” in AIM Is More than DocumentsAIM Solutions Are Moving Toward Information as Data
RelationalCAD Drawing P&IDData SchemasProprietary
PDFProprietaryMetadata
DrawingsObject DataLinkages
File CabinetsFoldersArchives
Document AIM DataPaper
File SystemPortalsECM
ViewersDocumentGene ato s
DrawingsSpecificationsLetters ECM
ViewersGeneratorsLetters
ContractsFilesArchives
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Drives AIM Architecture and Selection of Solutions
General AIM Information ModelAsset Info Ranges from Paper Drawings to Operating Data General AIM Information ModelAsset Info Ranges from Paper Drawings to Operating Data
DocumentFormats
• Paper
Data Formats
• Proprietary
Organized By“List” or “Object”
Organized byDocuments
Files Database
“Drawings”P&IDInstallationElectricalPiping
• Paper• Image• DWG, …• XML• Std XML• …
Proprietary• RDB• Object DB• XML• Std XML• …
“Data”Instrument ListsEquipment listsBill of Materials
Asset (Object)
Attribute Value Note
ID P-300-27
Type CPump
DFlow 200 CFM
PR-MAX 3.5
Material Ni-222 Internal
P-300-27
D-300-2003
Piping…Virtual Views
Bill of MaterialsAssembliesSub-AssembliesStandardsPerformanceHistory…Virtual Models
Asset (Object)
Attribute Value Note
ID P-300-27
C
Virtual ModelsMeta DataP-300-27
Type CPump
DFlow 200 CFM
PR-MAX 3.5
Material Ni-222 Internal
“Documents”ManualsOperating ProceduresMaintenance Procedures…
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Formal Structures
Structured Information Enables Higher Productivity
But We Have Been Building and Running Plants?Why Do We Need to Change? Next Generation AIM?But We Have Been Building and Running Plants?Why Do We Need to Change? Next Generation AIM?
“Traditional ways of doing Cross Functional
ALM Requirements Are Changing
IT MethodsAre Evolving
Technology isEvolving
Traditional ways of doingprojects are now obsolete”
Cross Functional AIM Organization
“Have practices, but everyone has a different understanding”
Stakeholder RolesResponsibilities
Ownership
SecureRole-based
Environment
Collaboration
AIMStrategies &“The information I need
“Needs analysisdid not account for me”
Standardized Practices & Procedures
Ownership
Process & Workflow
Automation
Environment
Strategies & Solutions
is not being collected”
Architecture forInformation
Selection ofSolutions &
“It takes too long to find information”
StandardizedInformation
ImplementationFlexibility
“Can not trust information”Governance, Monitoring
Change Management
Sharing
“The corporate solution is inadequate and obsolete”
Technology
Tracing, Auditing
Alerts
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TrainingStakeholders“We have too many
local solutions”
Ease of useDomain Terminology
AIM IT Strategy ConsiderationsAIM IT Strategy Considerations
The ALM Objective: Good Asset InformationTo Be Useful, Asset Information Must Be …The ALM Objective: Good Asset InformationTo Be Useful, Asset Information Must Be …
Complete• All information for every asset in every relevant categoryAll information for every asset in every relevant category
Accurate• With respect to the existing situation
C i t tConsistent• Across all drawing, document and object instances
Timely• Reflects the current situation with reasonable measures of “real-
time”
Accessible• By authorized ALM stakeholders using reasonable knowledge, in a
form that conveniently meets their needs
Asset Information is “good” when it is trusted
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Asset Information is good when it is trustedand used by people in their decision making
across all of the ALM processes.
Develop an AIM Vision & StrategyYou Are Doing AIM Now – Where Do You Want to Go?Develop an AIM Vision & StrategyYou Are Doing AIM Now – Where Do You Want to Go?
ALM RequirementsAIM As-Is
AIM Organization& Principles
Analyze& Plan AIM As Is p& Plan
AIMStrategies &
Solutions
Architecture,Applications,& Technology
AIM Methods
Then Tacklea Piecet Ti
Solutions
& TechnologyPlatform& Processesat a Time
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AIM Programs Can Be As Big As You Want
AIM Organization & Principles AIM Organization & Principles
AIM Organization & MethodsWhat Level of AIM Initiative Can Your Business Support?AIM Organization & MethodsWhat Level of AIM Initiative Can Your Business Support?
Do you have an existing organizational capability including executive sponsorship to?
Define and sell an AIM visionQuantify AIM business benefitAddress cross-functional AIM requirementsAddress cross functional AIM requirementsAnalyze existing practices and recommend changesIdentify information needs for end-to-end ALM processesIdentify the key information stored in diverse ALM applicationsIdentify the key information stored in diverse ALM applicationsDefine and manage enterprise architectureDevelop a common information sharing strategySt d di i f ti t ti i l diStandardize information management practices, including identifying information ownersStandardize information structure, semantics …Find and address data quality problems
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Find and address data quality problems
Define AIM PrinciplesAlign Stakeholders and Other IT InitiativesDefine AIM PrinciplesAlign Stakeholders and Other IT Initiatives
Always articulate the business benefitAlways consider a transition requirements up frontAlways consider a transition requirements up frontAIM strategy drives technology decisionsPrioritize and manage change formallyConsider all stakeholder information requirementsFocus on people productivitySecurely share consistent informationSecurely share consistent informationBuild data quality into ALM and AIM processesMinimize technology diversityAli AIM ith th IT i iti tiAlign AIM with other IT initiative…
E h B i Will H Th i O
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Each Business Will Have Their Own Set Of AIM Principles
AIM Methods & ProcessesAIM Methods & Processes
Is AIM Like Other Information Management?Yes, But a Different Set of Apps, Data, Players, Issues …Is AIM Like Other Information Management?Yes, But a Different Set of Apps, Data, Players, Issues …
Involves many applications in several domains – Design, ERP, Operations Management, EAM …, Ope a o s a age e ,Cross-Functional Processes – Loosely linked to productRequires Integration - Also need a way to fill gaps N d i d t t d d It’ ISO 15926Needs industry standards – It’s own, ISO 15926 …Diverse Stakeholders and Information Owners –Engineering, Purchasing, Operations, Maintenance, Fi C t tFinance, Contractors …Information Sharing is a primary goal – Re-purposeLow Productivity – Finding, re-entering information …y g, gData Quality is a concern – Correct, complete, timely …Diverse Formats – Paper, Files, Data, Linkages …Large volumes at some steps Facility handover
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Large volumes at some steps – Facility handoverDescribes assets that change – As-built
Is AIM Like Other Information Initiatives?Yes, AIM Has Many SimilaritiesIs AIM Like Other Information Initiatives?Yes, AIM Has Many Similarities
Relationship to:PIM – Product Information ManagementCDI – Customer Data IntegrationFDI – Financial Data Integration
AIM
Master DataManagement
EnterpriseInformationIntegration
Data UnificationData Sharing
Data GovernanceIntegration
Data Standardization Data Validation
Data QualityManagement
KnowledgeManagement
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Utilize Best Practices, Lessons Learned and Technologies
Does Your AIM Have a Data Quality Problem?Poor Data Quality Means Information is UnusableDoes Your AIM Have a Data Quality Problem?Poor Data Quality Means Information is Unusable
Do You Have: Explanation AIM Impact and Cost Examples
Outdated and Wrong Values
Information is obsolete or entered incorrectly
Process errors, poor decisions, missed opportunities, waste
IncompleteDefinitions
Missing Information Missing information increases manual efforts, creates inconsistencies, increases search failures
AmbiguousInformation
No units, inconsistent units, unrecognizable abbreviations
Design errors, search failures, duplication, manual validation
Inconsistent Formats
File formats, multiple proprietary formats or schemas
Manual reentering, error prone conversions
Inconsistent Semantics
Same labels differentmeaning - different labels, same meaning
Unrecognizable information, manual mapping, poor decisions, high IT costs
Different National
English, French, Spanish,Chinese, …, units, dates, …
Unusable information, redundant suppliers, higher costs, lost opportunities
Languages
Redundant Items
Same or similar items defined in multiple places
Leads to duplicate engineering, lower buying power, errors in reporting, higher MRO costs
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Yes, Many AIM Issues are Really Quality Problems
A Data Quality Perspective Is Essential for AIMAwareness Is Typically the First Data Quality ChallengeA Data Quality Perspective Is Essential for AIMAwareness Is Typically the First Data Quality Challenge
Business Objective Business SituationIn
ExcellenceCorporate strategy implemented and steps for assuring adequate data quality are part of other processes –lowering the cost of assuring data quality
CoordinationValue of data quality recognized at a high level, supporting corporate-wide strategy service architecture
ncre
asin
g O
r Coordination supporting corporate-wide strategy, service architecture and standardization of solutions
PreventionDeveloping and implementing techniques to prevent deterioration of data over time.Development of re-usable data quality services
rgan
izatio
na
CleanupFinding and sizing the impact of quality problems. Executing Data Quality Initiatives to correct problems with sufficient return
Awareness Building awareness of the problem. Living with quality issues and doing what is necessary to complete tasks
al C
ap
ab
ility issues and doing what is necessary to complete tasksy
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Build Data Quality Steps into Your AIM Processes
Is AIM Like Master Data Management (MDM)?Yes, MDM Offers Many Practices that Apply to AIMIs AIM Like Master Data Management (MDM)?Yes, MDM Offers Many Practices that Apply to AIM
Objective Process
Exception Management
Integrated process to remediate problem data including both automated and manual remediation as required.
GovernanceActively enforce master data standards; provide data stewards with process and quality metrics so they can drive continuous improvement
Incre
asin
g M
drive continuous improvement.
RepurposingRe-standardize information to meet the requirements of external systems in terms of format, vocabulary, language, classifications, description lengths etc.
ValidationVerify information against standard libraries. Build domain specific libraries
MD
M P
roce
s domain specific libraries
Matching Match & de-duplicate item records
Enrichment Fill-in gaps in required data including attributes, descriptions, classifications etc.
Recognize extract and restructure item information
ss Matu
rity
Standardization Recognize, extract and restructure item information according to master data standards
Define Your AIM Requirements
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Then Consult With Your MDM TeamFor Good AIM Practices
AIM Is A Blend of Best Data Mgmt PracticesDevelop Your AIM FoundationAIM Is A Blend of Best Data Mgmt PracticesDevelop Your AIM Foundation
Standardization• Data Mastering• Data Mastering• Repurposing
Governance
MasterData
Management
DataQuality
Management
• Single Owner• Change Events
AutomationAutomation• Workflow• Synchronization
D t Q litEnterprise Information
A hit tData Quality • Common Access Services• Data Quality Services
Architecture
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Q y
Remember That Domain Applications Have A Role
AIM Solutions:hi li i & h l l f
AIM Solutions:hi li i & h l l fAIM Architecture, Applications & Technology PlatformAIM Architecture, Applications & Technology Platform
AIM General Requirements – Functions to AddressAIM Solutions Consists of Multiple Apps & TechnologiesAIM General Requirements – Functions to AddressAIM Solutions Consists of Multiple Apps & Technologies
Function Description
Information Management
Independent storage of information to enable filling application gaps. Support bothcentralized and federated strategies. Parses AIM content in support of asset informationt t t bj t t i d l ti hi S t h t dManagement structure, asset objects, categories and relationships. Supports change management and
versioning.
Information Loading
Supports loading, validating, transforming and categorizing asset information fromapplications and legacy formats.
Standardization Supports industry standards for structuring and exchanging asset information.
Integration Includes tools for integration to common applications containing asset information, withprebuilt integrations for Engineering, Maintenance and EAM applications.
Information Quality
Supports data quality strategies, including validation and quality checks at critical points ininformation flows. Aligns with corporate Data Quality and MDM programs.
Information P id t i f ti i di tl bl b kfl i li tiInformation Sharing
Provides common asset information services directly usable by workflow, visualization,analytics and other similar elements. Provides information in common formats.
User Interface Role-based with tools appropriate for AIM players. Includes visualization of AIM content andcollaborative workflow. Integrates with popular enterprise portal frameworks.
Terms and Concepts
Language of AIM should be built into solutions to be effective for AIM players: Engineering,Operations Maintenance etcConcepts Operations, Maintenance, etc.
Collaboration Provides an environment and workflows for collaborations in all ALM domains. Includescapability to create and exchange packages, markups, comments, as-built, etc.
Projects Includes specific capabilities for associating asset information with engineering projects. Forexample, includes as-built concepts and handling of multiple concurrent projects.
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Workflow Includes AIM specific workflows. Can be configured by AIM players.
Analytics Provides metrics on workflows and content changes. Easily integrates with commonenterprise analytics software.
Sharing Asset Information Is the ObjectiveWhat Level of Strategic Technology Platform Is Needed?Sharing Asset Information Is the ObjectiveWhat Level of Strategic Technology Platform Is Needed?
DomainCommon
Technology Role-Based User Interface(Portal & Mobile)
Collect
Domain Applications
TechnologyPlatform
CADPDFImagesText
CollectIntrospectStructureTransform
AccessTransform
Publish
OtherSoftware
&
O&OIS
M&ITextData …
All AIM Information
AIM Information NotControlled by
ApplicationsD&BIS
M&IIS
Data StoresLocal/Remote
Co t o ed byDOM Applications
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An AIM Technology Platform Fill Gaps and Provide Common Capabilities
AIM Integration-Centric ArchitectureOne Option Is Just Integrate Domain ApplicationsAIM Integration-Centric ArchitectureOne Option Is Just Integrate Domain Applications
Users work in One or More Application Environment
CADCollect
Transform
CommonDomain Data Stores
AIM Integration
CADPDFImagesTextData …
TransformDistribute
Archives
DomainCommonAsset
Information
Applications• Design• Engineering• Proj Mgmt
Data Stores• MDM• Data Warehouses
• Databases
ExternalSources
Applications• ERP• OM• EAM, Maint
Reference Information & Activity Records
Each May Utilize Content Management, Portals,
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Each May Utilize Content Management, Portals,Integration and Workflow Engines …
Integration-centric AIM ArchitectureDesign and Build Centric Integration-centric AIM ArchitectureDesign and Build Centric
Engineering Business Asset Mgmt
Load and MaintainAs-Built
Requirements
Eng Firms SiteSystems
Drawing MgmtCAD
Project SchedulingProject Mgmt
SystemsERP…
SystemsEAM, CMMSMaintenance
ReliabilityIncident Mgmt
EPC …Systems
Systems SystemsOps Mgmt
…
Handover
Generate &Share Asset Information
Enrich Asset InformationIncluding Review &
Approval Processes
Overall AIM Data Management May Not Be ClearSharing Is Difficult – Downstream Needs?
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Sharing Is Difficult – Downstream Needs?Feedback is Not Likely to Happen
Integration-centric AIM ArchitectureSelected Application-Centric Integration-centric AIM ArchitectureSelected Application-Centric
BusinessSystem
ERP For Example, could ERP…
Requirements
p ,be Engineering System As Well
EngineeringSystems
Drawing MgmtCAD
Project SchedulingProject Mgmt
Asset MgmtSystems
EAM, CMMSEPC …S t
Eng FirmsSystems
SiteSystemsOps Mgmtj g
MaintenanceReliability
Incident Mgmt
Systems
Load and MaintainAs-Built
Handover
Including Review &Approval Processes
…
Generate &Share Asset Information
Approval Processes
Extensibility is Challenged on Selected AppSharing Is OK for the Selected App Users
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Sharing Is OK for the Selected App UsersFeedback Flows Likely to be Expensive
AIM Technology Platform-Centric ArchitectureEnables Common Environments and FlexibilityAIM Technology Platform-Centric ArchitectureEnables Common Environments and Flexibility
Role-Based Workspaces(Portals, Mobile)
Visualization(CAD, P&ID …)
Common Asset Information
AIM Workflow& Integration
Analytics, Metrics(BI)CAD
PDFImagesT t
CollectTransformDistribute
Archives
CommonAsset
Information
Applications• Design• ERP, OM
EAM Maint
MDMData
Warehouses
Access Services TextData …
ExternalSources
• EAM, Maint• Proj Mgmt
…
Reference Information & Activity Records
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A More Comprehensive AIM SolutionAnd a Bigger Commitment
AIM Technology Platform-Centric Architecture A Foundation for Filling Gaps and Consistent EnvironmentsAIM Technology Platform-Centric Architecture A Foundation for Filling Gaps and Consistent Environments
Role-Based Workspaces(Portals, Mobile)
New Workflows and
Visualization(CAD, …)
Common Work Environments Applications
Support
Common Asset Information Access Services
AIM Workflow & IntegrationAnalytics, Metrics
(BI)
New Workflows and Applications
Standards(ISO 15926, …)
Engineering Common AIM Business Asset Mgmt
Load and MaintainAs-Built
Requirements
Eng Firms Siteg gSystems
Drawing MgmtCAD
Project SchedulingProject Mgmt
InformationECM
PortalsDatabase
MDM…
SystemsERP…
gSystems
EAM, CMMSMaintenance
ReliabilityIncident Mgmt
EPC …Systems
gSystems Systems
Ops Mgmt…
Common AIM Repositories
Handover
Generate &Share Asset Information
Enrich Asset Information
Including Review &Approval Processes
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Comprehensive Asset Information Management More Complete Information Flows - Feedback
Can Emerging Technologies Help?Promising New Technologies Are on the WayCan Emerging Technologies Help?Promising New Technologies Are on the Way
MDM & Data Quality Practices and Tools are evolving• Becoming part of IT Fabric (Platform Apps Workflow )• Becoming part of IT Fabric (Platform, Apps, Workflow …)
Role-based User Environments with Built-in Workflow• Focus on People Needs, More Productive, Enabled
E l i C ll b i E iEvolving Collaborative Environments• Suppliers Delivering Web 2.0, Social Networking …
Information Sharing and Re-use• Unifying Enterprise Information Models, Document Structuring• Service Approaches
AIM Specific SolutionsAIM Specific Solutions• Aware of Asset Information, Virtual Models …• Becoming More Comprehensive
Ne Te h olo ie E ble Ne t Ge e tio AIM Sol tio
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New Technologies Enable Next Generation AIM SolutionsWho Should Actually Create Them?
Your AIM Strategy… The Big QuestionsYour AIM Strategy… The Big Questions… The Big Questions… The Big Questions
Getting StartedWhat AIM Capabilities Do You Need?Getting StartedWhat AIM Capabilities Do You Need?
ALM RequirementsAIM As-Is
AIM Organization& Principles
1. Analyze& Plan AIM As Is p& Plan
AIMStrategies &
Solutions
Architecture,Applications,& Technology
AIM Methods
2. Then Tackleone Piece
t Ti
Solutions
& TechnologyPlatform& Processesat a Time
36© ARC Advisory Group
Start with a Vision – Include All Stakeholders
The Big QuestionsWhat AIM Investments Can You Justify?The Big QuestionsWhat AIM Investments Can You Justify?
How do I Determine My AIM Strategy?Can My Organization Support a Comprehensive AIM?Can My Organization Support a Comprehensive AIM?Why Not Use My Existing Information Mgmt Practices?Should I be Document, Drawing or Data-centric?Do I need a Common AIM Platform or Just Integrate?What Technologies Enable Next Generation AIM?Are Next Generation AIM Solutions justified?Are Next Generation AIM Solutions justified?Who Should Make AIM Solutions?
H U t A Y AIM N d ?
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How Urgent Are Your AIM Needs?
For comments or additional information on this topic please
Thank YouThank YouFor comments or additional information on this topic please contact the author at [email protected].
For information about ARC’s upcoming Events please visit our web site at www arcweb com and look under “Events”
38© ARC Advisory Group
web site at www.arcweb.com and look under Events .