capital projects - rebooting project intelligence - workflow and collaboration

Upload: tim-sharpe

Post on 03-Apr-2018

221 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    1/35

    2012SabisuLtd Page1of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    RebootingProjectIntelligence:Workflow&Collaboration

    Workflow&collaborationchallengesfacedbycapitalprojectsandhow

    newtechnologycanovercomethem

    WhitePaper

    By

    TimSharpeCEO&co-founder

    [email protected]@timjsharpe

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    2/35

    2012SabisuLtd Page2of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    Contents

    1. INTRODUCTION..........................................................................................................4

    2. EXECUTIVESUMMARY................................................................................................5

    3. PROJECTPERFORMANCE:ROOMFORIMPROVEMENT?..............................................7 3.1. PERFORMANCEOFLARGECAPITALPROJECTS...................................................................................................7 3.2. MANAGEMENTOFPROJECTPERFORMANCE.......................................................................................................8

    3.2.1. Decision Making During Early Stages ................................................................. 83.2.2. Skills & Project Leadership .................................................................................. 93.2.3. Enhancing Project Value ................................................................................... 10

    3.3. ORGANISATIONOFMEGA-PROJECTS................................................................................................................11

    4. WORKFLOW&COLLABORATIONCHALLENGES..........................................................14

    4.1. AD-HOCPROJECTMANAGERCOLLABORATION...............................................................................................144.2. EMAIL&EXCELPROLIFERATION ......................................................................................................................15 4.3. COLLABORATIONTHROUGHOUTTHESUPPLYCHAIN....................................................................................17

    4.4. LABOURINTENSIVEDATAHANDLING..............................................................................................................18 5. NEWTECHNOLOGY...................................................................................................19

    5.1. THEPROJECTINTELLIGENCECENTRE........... ........... ........... ........... ........... ........... ........... ........... ........... .........195.2. TOTALINTEGRATION...........................................................................................................................................205.2.1. INTEGRATION=VISIBILITY..............................................................................................................................205.2.2. KEYDESIGNCRITERIA......................................................................................................................................21 5.3. HYBRIDCLOUD.....................................................................................................................................................22 5.3.1. WHATISAHYBRID-CLOUD?........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ..225.3.2. WHYCHOOSEAHYBRID-CLOUD?..................................................................................................................23 5.3.3. KEYDESIGNCRITERIA......................................................................................................................................24 5.3.4. GOMOBILE.........................................................................................................................................................24 5.4. TRUECOLLABORATION .......................................................................................................................................25 5.4.1. TRUECOLLABORATIONNEEDSASHAREDEXPERIENCE...............................................................................25 5.5. SOCIALWORKPLACE.......... ........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ........... .........265.5.1. ENTERPRISE2.0................................................................................................................................................26 5.5.2. ASOCIALPERSPECTIVE.......... ........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ..27

    6. MEETINGWORKFLOW&COLLABORATIONCHALLENGES..........................................28

    6.1. EASY&FOCUSEDCOLLABORATION..................................................................................................................28 6.2. USER&COMMUNITYAUTONOMY.....................................................................................................................30 6.3. USERCOMMUNITYFOCUS...................................................................................................................................306.4. CONTENTDISTRIBUTION....................................................................................................................................31 6.5. FRICTIONLESSBUSINESSPROCESSES........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ..316.6. EXCEPTIONALSERVICEDELIVERY........... ........... ........... ........... ........... ........... ........... ........... ........... ........... .......32

    7. SABISU......................................................................................................................33

    7.1. FUNCTIONALFIT..................................................................................................................................................33 7.2. ABOUTTHESABISUTEAM...................................................................................................................................34 7.3. TYPICALINDUSTRYSECTORS.............................................................................................................................35 7.4. CASESTUDIES.......................................................................................................................................................35 7.5. NEXTSTEPS...........................................................................................................................................................35

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    3/35

    2012SabisuLtd Page3of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    FiguresFigure1.FrontEndDevelopmentInfluence...........................................................................8Figure1.Mega-projectorganisations&responsbilities.................................................11Figure2.Scalingoutamega-project........................................................................................12Figure3.DaisychainingofDelays............................................................................................15Figure4.SameIssue,DifferentTools......................................................................................17Figure5.RequiredPICIntegrationCapability.....................................................................20Figure6.TheIdealArchitecture................................................................................................22Figure7.TwoPersonalisedViewsofaSituation...............................................................25Figure8.ASocial,EventDrivenView.....................................................................................27Figure9.InPlatformChat,ShowingCommunityFocus..................................................28

    Definitions/Glossary

    Abbreviation Description

    BI BusinessIntelligenceCIO ChiefInformationOfficer

    DCS DistributedControlSystem

    EPC Engineering,ProcurementandConstructioncontractorERP EnterpriseResourcePlanning

    FEED FrontEndEngineeringDevelopment;theearly,pre-investmentdecisionpartofaprojectwhereopportunitiesareidentified,

    plansarecreatedandprojectsdefined.FEL FrontEndLoading;processforconceptualdevelopmentofaproject,supportingordescribingprocesseswithinFEEDstage.

    FID FinalInvestmentDecision;decisiontoproceedwithaproject,usuallymadepriortoappointinganEPC.

    hybrid-cloud ITinfrastructurethatincorporatesbothOn-PremiseandCloudservercomponents

    IPA IndependentProjectAnalysis,Inc(Projectbenchmarkinganddeliveryconsultancyorganisation.)

    KPIs KeyPerformanceIndicators

    MES ManufacturingExecutionSystem

    MIS ManagementInformationSystemMRP ManufacturingResourcePlanning(historicallyderivedfrom

    MaterialsResourcePlannning)

    PIC ProjectIntelligenceCentre;Anewclassofsoftwareprovidingreal-timesituationalawarenessandcollaborationforprojects.

    PMO Project/ProgrammeManagementOffice

    TIC TotalInstallCost

    PAR ProjectAssuranceReview

    PVP ProjectValueProcess

    Sabisu Sabisuplatform,incorporatingOn-PremiseandCloud

    components

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    4/35

    2012SabisuLtd Page4of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    1.IntroductionOil&gasorpetrochemicalssectorcapitalprojectsofferuniquemanagementchallenges.Theyaresomeofthelargestprojectsintheworld,rangingincostfrom$500mforsmalllocallymanagedprojectsupto$30bnformega-projectsinvolvingjointventuresandmultipleEPCcontractors.Thesearehighriskprojectswithcorrespondinglylargeandcomplexorganisationsthatsupportthem,includingcomplexsupply-chainsthatoftenrequiredistributedvirtualteamstorealizetheEPCdelivery.Givencapitalexpenditureandfinancinginvolvedinmega-projectsthereisarelentlessfocusonmanagementandmitigationofrisk.Theconsequencesofnotdoingsoaresignificant,includingscheduleslippage,impactonthetotalinstalledcost(TIC),capitalcostpenaltiesandrevenuepenaltiesasproductionstart-upisdelayed.Theseprojectsarecoretothegrowthandcontinuedprofitabilityof

    thosethatfundthem.Theseprojectsfacemajorchallengesduetothecomplexinterfacemanagementofwidelydistributedvirtualteamsindifferingtimezones,theinherentcommunicationdifficultiesandassociatedcomplexbusinessprocesses,andgettingreliableuptodate,realtime,accuratetransparentprogressdata.Thisleavestheclientsthatfundtheseprojectsoftenlargeenterprises,jointventuresorgovernmentsatadisadvantage;thecomplexandmassivenatureoftheprojects,combinedwiththelimitationsofhistoricallyavailableprojectcontroltoolsets,meanclientsdecisioninformationinvariablylagsthetrueprojectpositionresultinginlatedecisionswhichhavescheduleimpact.Thiswhitepaperlooksatthekeychallengesrelatedtovirtualteamcollaborationandworkflowefficiency,qualitativelyassessingtheimpactsandrisksoflimitedvisibilityandprojectcontrol.Thiswhitepaperalsoshowshownewtechnologyoffersaalternativeapproachtoconventionalprojectcontroltoolsusedbyclients,EPCsandvendors,improvingmanagementtransparencyandprovidingreal-timedecisionsupportthatallowsclientsandEPCstomitigateimpactandinfluenceaproject.

    Insummarythispaperwillexamine: TypicalproblemsfacedbyProjectDirectors,ProjectManagersand

    Project/ProgrammeManagementOffices(PMOs).

    HownewITarchitecturescanprovideunrivalledlevelsofprogresstrending,visibility,collaborationandmanagementcontrolofcapitalprojects.

    Theimportanceofvisibilityandresponsivenesstomanagingrisk.OtherwhitepapersintheProjectIntelligenceseriesare:

    SituationalAwareness&ProjectControls

    DecisionQuality

    WarRooms:TotalProjectVisibility

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    5/35

    2012SabisuLtd Page5of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    2.ExecutiveSummaryMegaprojectsfacecomplexitychallengesnotaddressedbyconventionalproject

    controlstools.Newwebbasedtechnologyandcommunicationsystemscanprovide

    realtimevisibilitytoeffectivelymanageworld-classprojectswithdistributedvirtualteams.Independentbenchmarkingorganisationsfindthat56%ofmega-projectsfail,havelargecostoverruns,scheduleslippageandoroperationalstartupproblemsthatpersistlongafterhand-over.Thesecomplexprojectsareinvariablyfragile,withcostandschedulecontinuallyatrisk.ExperiencedProjectManagersareinstinctivelyawareoftheriskstheirprojectsfaceanddomuchinthewayofad-hoccollaborationtomitigatetheirprobabilityorimpact.RiskreviewsofcostandscheduleareamajortoolinaPMsarmory,butthelackofreal-timedatafromtheirdistributedprojectcommunitymakes

    trendingalaggingindicatorandconsequentlyresultsinlatedecisions.SmartercollaborationvianewtechnologywouldprovideProjectManagerswithbetterdataandtrendstoidentifyandmitigaterisksproactively.Asclient,EPC,vendorsandsub-vendorsmaintaintheirowninternalbusinessprocessestomanageriskandcontroltheirrespectiveprojectelements,thereisinevitablyafocusondatagathering,manipulation,trendingandtransfer,leadingto:

    Discussionofwhichfiguresarecorrectandrepresentthetruth,insteadofwhatthefiguresortrendsmean

    Dialogandreconciliationbetweensystemstoensurerespectivepartiesagreeswiththedetailtosupportinvoicing

    Significantamountsofman-hoursburnedindatamanipulationinMSExcelandsuchlike

    Significantman-hoursspentsending,readingande-mailingdatafrompoint-to-point,consumesvaluableprojectmanagementtimeandleadstoduplicationofdataonalargescale

    Thesechallengesreflectthelimitationsoftraditionalprojectcontrollegacytechnology.Yetnewtechnologiesandapproachesincludinghybrid-cloudarchitecture,personalization,self-serviceandvendordiagnosticsintegrationcan

    deliverastep-changeinprojectcontrolsbusinessprocesses.Usingnewweb-basedtechnology,mega-projectchallengescanbemitigatedmorequicklyandeffectively,withreal-timeprocessingprovidingthefollowingadvantages:

    Project control KPIs built directly, in real-time, from client, EPC, vendor and sub-vendor data systems, (i.e SAP, Primavera, Oracle, DCS, databases or Excel forexample),

    A single, incontrovertible view of project progress, shared with every user throughoutthe project supply-chain according to their needs.

    An end to data gathering, manipulation, trending, emailing spreadsheets, datavalidation and duplicating data.

    Consistent and trustworthy KPIs delivered through a collaborative platform, allowingdecisions to be reached quickly.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    6/35

    2012SabisuLtd Page6of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    Self-service portals to allow any user to analyse issues and expedite resolutions.

    Accurate, real-time data to give early influence on project issues and the projectlifecycle.

    Shared client, EPC and vendor KPIs to support collaborative decision making.

    Improved process compliance, whether through standardized project metrics, KPIs,or through ad-hoc collaboration.

    Collaborative war room communications technology for specific focus areas ofproject risk.

    Thispaperdescribesindetailhowthesenewtechnologiescansolvemanyofthetraditionalchallengesfacedbyprojectcommunitiesinmanagingcapitalprojectstoday.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    7/35

    2012SabisuLtd Page7of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    3.ProjectPerformance:Roomforimprovement?Howdothechallengesexaminedinthispapershowintermsofprojectimpact?Is

    thereevidencetoproveprojectscouldbemoreefficientlyrun?

    3.1.PerformanceofLargeCapitalProjects

    Itwouldbeeasytoassumethatamegaprojectismorelikelytounder-perform;thatdistributedvirtualteamsaddcomplexityandaremorelikelytoexceedcostandscheduletolerances.Clearlytheimpactofasmallpercentageslipismoresignificantincostterms.Otherbusinesssectorsdoseevastscheduleslippageandcostincreasesonlargerprojects.Publicsectorprojectsarewellknownforit,withthe12.6bnNHSNationalProgrammeforITbeingtheobviousexampleforecastin2008tobe4yearslate,thenlargelyabandoned,writingoffcostsof2.7bn.

    Exampleslikethisareclassifiedasafailure.Intheoil&gassectorawrite-offlikethiswouldcertainlyberegardedassuch,butatotalwrite-offisunlikelyprojectstendtocomplete,soafailurewouldbeanunplannedexcursionoutsidecostorscheduletolerances.Usingthisdefinition,theindustrybenchmarkingorganisationIndependentProjectAnalysis,Inc(IPA)pointsto56%ofprojectscostedat$1bn+(mega-projects)asfailing;

    Schedulesslippedby25%ormore Costsgrewby25%ormoreOperationalproblemspersistedfor1year+afterhand-overAsEdwardW.Merrow,Founder&PresidentofIPAInc,putsitinhisbook,IndustrialMegaprojects:Largecostoverruns,majordelays,pooroperability,andfartoomanysafetyincidentscharacterizewelloverhalfoftheindustrialprojectsof$1billionormorearoundtheworld.Clearlythisshowsthatwhilstmega-projectsarenotinthesameleagueaslarge

    publicsectorprojectsintermsoffailurethereisstatisticalevidencethatmaintainingcontrolofmega-projectsisdifficult;theyarecomplex,fragileandcangoofftrackeasily.Costandschedulearecontinuallyatrisk.Tounderstandthechallengestheseprojectsfaceweneedfirsttounderstandtheirorganisationandscale.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    8/35

    2012SabisuLtd Page8of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    3.2. ManagementofProjectPerformance3.2.1. DecisionMakingDuringEarlyStagesEffectivedecision-makingandFrontEndLoading(FEL)ofaprojectduringFEED

    isessentialinordertoensurehighqualityFEEDdeliverablesareavailableandoptimized,thusincreasingthelikelihoodofahighqualityexecutionoftheimplementation(EPC)phase.KeyFEEDdeliverablesincludingtheProjectSpecification,+/-10%budgetestimateandlevelII/IIIintegratedschedulesthatreflecttheprevailingmarketconditions,allofwhichgotosupporttheFinalInvestmentDecision(FID).

    Figure1.FrontEndDevelopmentInfluence

    Asshowninthefigureabove,itisrecognisedthatdecisionsmadeduringFEEDhavethegreatestinfluenceonoverallprojectperformance,particularlycost,schedule,quality,commissioningandstart-upefficiency.Manyproductsinformtheprojectspecificationandrisks,thoughallultimatelyresolveintoa10%estimateandschedule.OftenaProjectAssuranceReview(PAR)willprovidesafeguardswhichensuretimelydeliverablessupportconsistencyinsubsequentdeliveryphases.Giventhescaleofinvestment,clientsoftenchoosetoinvestininternalorexternalbenchmarkingwhichcomplimentstheinternalPARs,andthenfurthersupplementthemwithpeerreview

    programmestoensurethatopportunitiestopositivelyimpactthecostandschedulearerealised.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    9/35

    2012SabisuLtd Page9of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    3.2.2. Skills&ProjectLeadershipOwner/clientandFEED/EPCContractormanagementteamsassembledformajorprojectsintodaysmarketinvariablyhaveskillsshortageswhichresultinworkpackagesbeingdistributedonaglobalbasistowherevertherequiredskills

    canbefound.Virtual,distributedteamsarecommon,addingcomplexitytotheprojectaseachteammayoccupyadifferenttimezoneandtheinterfacesbetweenteamsmustbemanaged.Itisaprovenfactthatprojectperformanceislinkedtothequalityandcapabilitiesoftheprojectleadership,supportingteamsandprojectcontrolprocesses.Ahighlymotivatedandhighperformingteamwithstrongcorevaluesandsharedobjectivesisanessentialingredientinachievingsuccessfulprojectdelivery.

    Foraprojectteamtobeeffectiveeachmembermusttrusttheother,theirprocessesandtheirdata.Yettrustisfragile;unreliable,infrequentorunavailableprojectcontroldataissuretodamageit,withimmediateandlastingimpactontheprojectastheteamcanceasestofunction.Theseproblemsoftenmanifestthemselvesaslate,unexpectedsurprisesbycriticalpathcontractorsorvendorswhichtheclienthaslittleornotimetomitigateorinfluence.Whenaprojectstartstodeviatefromapredictedplanitsdependentontheawarenessandexperienceoftheprojectleadershiptorecognisethepotentialimpactand/orconsequencesoftheprojecttrendsintimetotakecorrectiveaction.However,sometimestheprojectcontrolsdatalagsreality,oris

    deliberatelywithheldfromtheclientbythirdpartiesduetomisreportingorfearoflossofface.Thissituationoftenleadstoaquestioningoftheeffectivenessoftheleadershipteamatthesethirdparties,followedbyabelatedattempttointroduceaprogrammeofteambuilding,focusedKPIsandwarroomcommunitiestotackletheproblem.Anosurpriseandnoblamecultureisessentialinhighperformanceteamsiftheyaretoachievethelevelofperformancerequiredtosuccessfullyimplementcomplex,widelydistributedprojectsandmega-projectsintodayschallengingenvironment.Governance,assurance,organisationalleadershipandprojectperformancemeasurementareallkeybenchmarkingprojectperformanceandreadinesscriteria.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    10/35

    2012SabisuLtd Page10of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    3.2.3. EnhancingProjectValueProjectsandmega-projectsidentifyvalueduringFEEDphase,whichistheneffectivelyrealisedthroughtheapplicationofaprogrammeofProjectValueProcesses(PVPs).Weakprojectexecution,projectmeasurementorcontrol

    erodesthebestpreparationandmakesdeliveryinefficient.Infact,anythingotherthanstrongprojectexecutionandcontrolposesaproblem,asitisalmostimpossibletoaddsignificantvalueafterFrontEndDevelopmentwithoutincurringadditionalcostandscheduledelays.ThereforeownersandclientsoftenrequireindependentbenchmarkingtogiveprojectsponsorsandshareholdersconfidencethataprojectisontrackwithagoodFrontEndLoading(FEL),i.e.,acomplete,high-qualityFEEDstage.OrganisationssuchasIPAIncprovideindependentbenchmarkingbasedonmetricsofcollectedfrommanyprojectsandapplystatisticalanalysisto

    determinethelikelihoodofprojectsuccess.Thebenchmarkingrequirementisusuallyspecifiedinaprojectmandateandembeddedintothegovernance,assuranceandfinancialapprovalsprocess.WhilstthebenchmarkingprocessproduceslaggingKeyPerformanceIndicators(KPIs)itneverthelessidentifiesperformancegaps,businessandprojectrisksandopportunities.Thescheduleandeffortpressuretobringtheprojecttorealizationisoftenarootcauseofweakbenchmarkingperformance.Also,fundamentalbusinesscontrolsandprojectdeliverystepsareoftenmissedintheFEEDphase,resultinginpoorFrontEndLoadingindicesandimpactingoverallprojectdelivery.Inbothcircumstanceseffectivemanagement,monitoringand

    mitigationcanhelp.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    11/35

    2012SabisuLtd Page11of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    3.3. OrganisationofMega-ProjectsThesemega-projectstypicallyhaveacomplexorganisationstructuredesignedtodelegateandminimiserisk.Arelativelysimple,singlefacilityconstructionprojectmayhaveasingleengineering,procurementandconstructioncontractor

    (EPC),whereasacomplexrefineryandpetrochemicalcomplexwithsignificantfinancialriskmayusemultipleEPCs.Inthesecases,thefinancialriskneedstobespreadacrossanumberofimplementationcontractors.EPCsthensub-contracttheirdeliverablecontractualobligationstovariousprocurementvendorsanderectioncontractors.Vendorsanderectorcontractorswilloftenusesub-vendorstosupplycomponents,materialsorservices.Theorganisationstructureofamega-projectthereforeeffectivelyseparatesconcernssothatriskcanbedelegated:

    Figure2.Mega-projectorganisations&responsbilities

    Howeverthisquicklyscalesouttobeacomplexorganisationstructure:

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    12/35

    2012SabisuLtd Page12of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    Figure3.Scalingoutamega-project

    Amega-projectoftenaggregatesmultiplecollocatedindividualprojectsbuteveryelementapartfromthesiteitselfisgloballydistributed.UsuallytheclientandEPCwillbeheadquarteredindifferentcountrieswithengineering,constructionandcommissioningteamswhoemigratetositeastheengineeringprogresses.Procurementvendorsandsub-vendorsnormallydonothaveapresenceonsitethougherectioncontractorswillbenormallybasedonsiteoradjacenttothesite.Inadditiontothesiteteams,theprojectwilluseoff-siteprojectsupport,procurement,inspectionandtechnicalteamsfromtheclient,vendorsandsub-vendors.Theseteamscouldbebasedanywherewhichmakescommunicationandmonitoringofprogressallthemoredifficult;theprojectteammadeupofvirtual,globallydistributedteamseachwithaccountabilityforon-timeandon-budgetdeliveryofadifferentpartofproject.Intermsofmonitoringofprogressanddatagatheringandsupportsystems,theclientandEPCwilleachruntheirrespectiveprojectcontrolssystems,withtheclientssystemsfocusingspecificallyonfinancialprogress.AstheEPChasoverallresponsibilityforprogressreportingtheirsystemsarefocusedonhard

    deliverablesastheymanagetheinterfaceandsupplychain.CostandschedulearestillimportanttotheEPCgiventhattheyaretheendproductofcompoundingindividualdeliverables.ThesiteisresponsibleformonitoringconstructionandcommissioningprogressandhavetheirownplanningteamwhoreportbacktotheEPChead-quarters,wheretheengineering,procurementconstructionandcommissioningprogressisaggregatedintooneoverallprojectprogresschartanS-curve.OftenthereisapointintheprojectwhereEPCplanninggroupresponsibilityispassedtosite,wheretheconsolidationofprogressinputfromthenumerousinterfacesaroundtheworldcontinuesandisreportedbacktotheclientnormallyonamonthlybasis.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    13/35

    2012SabisuLtd Page13of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    Eachprojecthasitsownsupply-chain,supportteams,ITinfrastructureandcorporateorganisationeffectively,eachprojectisaseparateenterprise.Therecanbesignificantdataaggregationandscalabilitychallengesacrossamega-project.

    Theglobaldistributionandvirtualnatureofthisteammakesitmuchlesslikelythatcollaborationwillhappen.Userswillmostlikelysharedataonlyifandwhenitismandatory,muchreducingthelikelihoodofreceivinginformal,earlywarningofincipientissues.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    14/35

    2012SabisuLtd Page14of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    4.Workflow&CollaborationChallengesSomecommonchallengesfacingcapitalprojectsthatprojectintelligence

    implementationsshouldbeabletoaddressbuttypicallydont.

    4.1.Ad-hocProjectManagerCollaboration

    ExperiencedProjectManagersareinstinctivelyawareofmanyoftheriskstheirprojectsface.TheyalsoknowthevalueofcollaboratingwithotherProjectManagerstoensurethattheserisksaremitigatedorlessonslearnedaremadeavailableelsewhere.ProjectManagersalsoknowthatvendorsaremotivatedbyfillingtheirorderbook.UsuallyitfallstotheProjectManagerstoworktogethertoensurethatconflictingsupplyrequirementsaremanagedasitmustbeassumedthatthevendorhaslittleinterestinthis,orhaslimitedmanagementcapabilitytodoit.

    ThisiswhyinformalnetworksofProjectManagersalreadyexist,formedonthebasisofpersonalrelationshipsandexperience.Whenthesenetworksstarttoshareinformationaboutbestpracticeorareasofjointinterestsuchas,forexample,supplierloadingitcanprotectcriticalpaths.Giventhecomplexnatureofthesupply-chainandtherelianceonasmallnumberofvendorsforlonglead-timekeycomponents,suchasreactorsorcolumns,thereisclearbenefitinthesecollaborative,virtualteams.Ifanything,thesecommunitiesofsharedinterestsshouldtobeeasiertoform,includingclients,

    EPCs,vendorsandsub-vendorsasrequired.Suchcollaborationisad-hocatpresent;thenetworksformbasedonloosecriteriaandarenotmanagedassuch,whichallowsthemtobeagileandresponsive.Howevertheymightseerealbenefitinbeingabletoshareandcollaboratearoundusingcurrentprojectmetricstoillustratebestpracticeoraccelerateresolutionofissues.Easierandsmartercollaborationcanresolvecomplexglobalprojectandmega-projectissuesmoreefficientlythechallengeistomakeitso.Recentadvancesincollaborationandsocialtechnologycouldmeetthischallenge.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    15/35

    2012SabisuLtd Page15of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    4.2. Email&ExcelProliferationAmega-projectwithmanyusergroupscanresultinfeedbackloops,delayedresponseandoutofdateinformation.Thesystemsarchitecturethatsupportsamega-projectisunusuallycomplex;usershavetobefamiliarwithmanydifferent

    systemsinordertogetthedatatheyneed.Onceauserhasaccessedtherequireddatathereisoftenasignificantamountofmanipulationneededinordertomakethedatarelevant,asisseenwiththelargequantityofMSExcelspreadsheetandMSAccessdatabaseworkthattypicallytakesplace.Oncethedatahasbeenmanipulated,theuserhasonlyemailasamethodoftransfereffectivelyanon-contemporaneoussnapshothasbeentaken.Notonlyisthedataisalreadyoutofdatebutthisprocessproducesalargeamountof

    end-usercomputingandduplicationofdata.Itsverydifficulttofindtheaccurate,currentdataunlesstheuserwhocreateditcandirectothersuserstoit.Whereveraninteractionbetweenorwithintheclient,EPC,vendorandsub-vendorisdependentonemail,theprocessisartificiallyslowedbyacycleofmanipulation:

    Snapshot extract the data required from the source system

    Manipulate import into spreadsheet/database, transform content as required

    Email attach spreadsheet/database to email

    Wait

    Process Response discuss, re-snapshot, re-manipulate or otherwise act.

    Whentheimpactofthisisconsideredacrossmultipleactorswithintheprojectasshowninthefigurebelowitseasytoseethatmakingadecisionbasedoncurrentdataisunlikely:

    Figure4.DaisychainingofDelays

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    16/35

    2012SabisuLtd Page16of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    Thisinefficientworkflowproducesalargeamountofend-usercomputingandduplicationofdata.Itsverydifficulttofindtheaccurate,currentdataunlesstheuserwhocreateditcandirectothersuserstoit.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    17/35

    2012SabisuLtd Page17of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    4.3. CollaborationThroughouttheSupplyChainWhilstaCIOwilloftenrightlypointtotheirERPorMRPsystemasthetoolofchoiceforallbusinessprocesses,suchsystemsusuallydonotcoveradhocprocesses,localoperationalprocessesorprojectprocesses.Itsnocoincidence

    thattheseprocessesofteninvolvecollaborationwiththirdpartiessomethingthatERP/MRPsystemsarenotarchitectedtoaddress.Ofcourseusershaveachoiceofcontinuallyimprovingsimplemessagingsystems,includingtelephone,email,SMSandtodaysinstantmessagingsolutions.Theseallowadegreeofcollaborationbutnonemeettheneedsofamega-projectasdescribedintheEmail&ExcelProliferationsectionabovetheyreslowandmainlyreactive.Collaborationneedstobemorethanjustamessagewithattacheddata

    changingdatahighlightsadevelopingsituationsowhenthedatachangesallcollaboratorsshouldexperiencethisinreal-time.Agingsnapshotsofdatadisconnectcollaboratorsfromthesituation,andmanipulatingthisdatainaseparateenvironmentdisconnectscollaboratorsfromthecollaborationitself.Thismakescollaborationunnecessarilydifficult.Screensharingisntasolutionasitmeanscollaboratorscedingauthoritytooneother.Forashortmeetingthisisfinebutitsnotanoperationalsolutionasitdoesntprovideeachuserwiththetoolstocontribute,e.g.,eventhoughtheyredealingwiththesameincident,aProjectManagermaywantcurrentproductiondataonhisscreenwhereastheProjectDirectorwantstoseehistorical

    productiondata,pluslogisticsandenvironmentaldata.Mostexistingsolutionsaredesignedtohaveallusersexperiencethesamedatainthesameway,ignoringthefactthatusersareindividualswithdifferingneeds,toolsandexpertise.Asshowninthefigurebelow,itscrucialthateachuserhastheuserexperienceandtoolstheyrequireinordertodealwitheachsituation.

    Figure5.SameIssue,DifferentTools

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    18/35

    2012SabisuLtd Page18of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    4.4. LabourIntensiveDataHandlingEveryorganisationisdifferentwithdifferentlevelsofprocessmaturity,expertise,andPMOorProjectControlsteamcapability.PMOshavetheirworkcutoutwiththeircoretasks,whichmayincludefinancialreconciliations,project

    controlsandensuringcompliance.Howeverinourexperienceonefeatureiscommon;labourintensivemanipulationand/orre-entryofdata.Thismanipulationisubiquitous,generallymanifestingitselfintheformofmultitudinousExcelspreadsheetsholdingcomplexmacros.Thisisoftentheonlywaythatprogress,planningandfinancialinformationcanbebroughttogetherforreconciliationorreporting.Re-entryisalsorelativelycommon,whetherre-inputtingthirdpartydatasuchasEPCorvendorplanninginformationintotheclientplan,ormanuallymapping

    internalclientdatabetween,SAPandPrimaverausinguniqueidentifierssuchaspurchaseordernumbers.Lookingattheplanningdisciplineasaunifiedsystem,eachoftheclientprojects,EPCs,vendorsandsub-vendorsonamega-projectmaintaintheirownplanandthereisinevitableduplicationofdataacrossmultipleplatforms;Primavera,MicrosoftProjectServer,MicrosoftProjectProfessionalandExcelbeingtypicalexamples.Whilstsomeorganisationshavetakenstepstoreduceduplicationandre-entryofdatatherehas,inourexperience,beenpartialuptakeofthis.Forexample,some

    clientsallowEPCstoupdateplanswithprogressinformation,butthishasntbeenwidelyadopted.Otherorganisationsofferwaysforavendortouploadaprojectplanbutthesearetypicallyheldasdiscretefiles,sotheresnowaytoeasilyaggregatemultipleplansfrommultiplevendors.ReducingmanualmanipulationandduplicationwouldsavetimeandallowPMOresourcestobemoreeffectivelyutilisedoncore,value-addactivities.YetitsalsoessentialifProjectDirectorsandManagerswantincreasedvisibility,earlywarningofissuesandeasyidentificationofbestpractice.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    19/35

    2012SabisuLtd Page19of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.NewTechnologyAdvancesintechnologyallowanintegrated,collaborative,real-timeexperiencefor

    projectteams.

    5.1.TheProjectIntelligenceCentre

    Currentprojectintelligenceofferingsareeithersimplereportsontheprojectscheduleandresources,orareaggregationsofprojectdataforbenchmarkingpurposes.Theydonotaddressthechallengeslaidoutinthispaper.Thechallengesexaminedabovecouldbemetbyacombinationoftechnologiesthatprovided:

    Real-time visibility of data from all parties in the supply-chain, regardless of systemlocation or complexity

    A single, unified view of the project or mega-project optimized to each users needs

    Notification of issues Collaborative tools to allow the project to react and deal with issues

    Thesefeaturesconstituteanewtypeofplatform;theProjectIntelligenceCentre(PIC).Theyalsodescribeanimprovedwayofoperatingaprojectormega-project.Thesefeaturesrelyonnewtechnologies:

    Total integration; flexible, extensible, vendor agnostic

    Hybrid-cloud architectures

    True collaboration through shared experience

    Social workplace

    Thispaperwilllookbrieflyateachoftheseareas,beforelookingathowtheycontributetomeetingthechallengesdescribedpreviously.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    20/35

    2012SabisuLtd Page20of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.2. TotalIntegrationUntilnowitsbeendifficulttoaccessproprietaryformatorlegacydatasources;newconnectivitycapabilitiescanpresentaconsumerstandardintegrateduser

    experience.

    5.2.1. Integration=Visibility

    Inordertodeliverthesituationalawarenessanddatatransparencyrequired,thePICneedstobeabletodelivervisibilitythroughoutthesupply-chain.Modernintegrationtechnologiescanconnectthesystemsthatpoweryourprojectsatclient,EPC,vendorandsub-vendorlevels,bringingallthedataneededtomanageaprojecttogetherinoneplace.AsaminimumthisneedstocoverERP,planning,documentmanagementand

    existingMIS/BIplatforms.However,connectivitytoMES,datahistorians,DCSandotherplantsystemswilleasethehandoverintoproduction.

    Figure6.RequiredPICIntegrationCapability

    ThisconnectivityallowsthePICtobeasinglepointofreferenceforallandeliminatescomplexityfortheuser.Whenalliedwiththehybrid-cloudarchitecturediscussedinsection5.3,HybridCloud,itallowstheclientand/or

    EPCdirectvisibilityofallvendorandsub-vendorprogress.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    21/35

    2012SabisuLtd Page21of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.2.2. KeyDesignCriteria

    InsummarytheidealPICsystemshouldbeofferingasstandard:

    Self-serviceplatformsrequiringnoITinvolvement

    Genuineend-userdrivendataaccessbuiltaroundmodernuserexperienceprinciples

    Real-time,orasnearasmakesnodifference

    Simultaneousdirectaccesstosourcedataforall,soastoprovidea

    platformforcollaboration

    Somewaytoactiontheintelligence;tocurateitforacommunity,makeit

    actionable,orstartcollaboratingwithothers

    Controllableexpense-there'snowaytheenterpriseshouldbepenalised

    withincreasedexpenseorcomplexityforauserwantingtoextractor

    sharedata

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    22/35

    2012SabisuLtd Page22of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.3. HybridCloudHowintelligentuseofcloudcomputingcandeliveravalueaddarchitecture,ratherthanjustanoutsourcedinfrastructurerisk.

    5.3.1. Whatisahybrid-cloud?

    Ahybrid-cloudarchitecturehastwokeyrolesinmeetingthechallengesfacedbylargecapitalprojects;externalcollaborationanduniversaldataaccess.Thetermcloudisoftenappropriatedtomeananumberofdifferentthings.Forthepurposesofthisdocumentitwillhelptodefinethecloudasserverresourcewhichis:

    Off-site; centralised application deployment to clients and servers, minimisingdeployment costs ande delivering a standardised user experience.

    Scalable on-demand; to permit new collaboration partners and meet data exchange

    requirements. Virtualised; spread across multiple hardware platforms to minimise risk.

    Private; limited to enterprise customers with appropriate provisions for data security

    Thisclearlydifferentiatesthisusageofcloudfromothersolutionsthatmaybesomeornoneoftheabove.Thetermhybrid-cloudmeansthatbothcloudcomputingandOn-Premiseresourcesareused;

    An On-Premise component which connects to enterprise systems, authenticatesusers, aggregates and serves data and manages communications to the cloud

    servers. A cloud component which permits centralised delivery of client and server updates

    and manages communications with external users and On-Premise servers.

    Figure7.TheIdealArchitecture

    Youcanfindamoredetailedarchitecturediagramathttp://www.sabisu.co/_artifact/sabisu-architecture.pdf.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    23/35

    2012SabisuLtd Page23of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.3.2. Whychooseahybrid-cloud?

    Asmentionedbrieflyabove,thehybrid-cloudarchitecturehastwokeyrolesinmeetingthechallengesfacedbylargecapitalprojects;externalcollaborationanduniversaldataaccess.

    Thehybrid-cloudarchitecturefundamentallyredefinesprojectreporting,bringingthereal-timereportingandcollaborationfunctionalitysofarreservedforexpensive,hardtoimplementoperationalintelligencesystemsintoanagile,quicklydeployedprojectintelligencecentre.Thisnewapproachallowstheprojectintelligencecentretomeetchallengesthatpreviouslycouldbesolvedonlywithsignificantinvestmentandrisk:

    Situational Awarenesso When combined with advanced, real-time integration capabilities can deliver

    genuine situational awareness to any user anywhere.

    Decision Supporto Decision support systems require hybrid-cloud architectures to provide a

    single, incontrovertible version of the truth and a platform for globalcollaboration.

    Workflow Efficiencyo Modern project workflows benefit from easy data transfer and instant, data-

    centred collaboration.

    Project Controlso Project controls teams benefit from direct access to client, EPC, vendor and

    sub-vendor data, improving reporting quality and easing reconciliation.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    24/35

    2012SabisuLtd Page24of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.3.3. KeyDesignCriteria

    Thehybrid-cloudofferssomerealadvantages.Aswithanynewtechnologycareshouldbetakenwhenlookingatsystemcapabilitiesthefollowingcriteriawillminimizerisk:

    1. No line of business data should be persisted outside the corporate network.

    2. No corporate data is transmitted outside the corporate network unless external users

    are specifically authorized to access it.

    3. Corporate data should be provided to end-users in real-time on demand, i.e., without

    caching.

    4. Design for the thinnest possible client; smallest footprint, lowest cost ideally throughstandard browsers without reliance on plug-ins.

    TheidealPICshouldbeprovenwithasmallpilotdeployment,whichwillshowhowit:

    Adapts to your business processes and end-user requirements without requiringsignificant development work or configuration.

    Delivers significant business benefit even from a deployment to a niche businessfunction or limited number of users.

    5.3.4. GoMobile

    Thehybrid-cloudalsoallowsthecapitalprojectchallengeslaiddowninthispapertobesolvedforanotherusertype;themobileuser.Indeed,withonlyminormodificationsrequiredtotheuserinterfacetoadapttodifferentdisplayrequirementsanddevicecapabilitiesanyuserwithamobiledevicecanbeconnectedtotheproject.Giventheglobalnatureofsuchprojectsandthefrequencywithwhichmanagementarerequiredtotravelthisisabenefitwhichbecomesmorecompellingasmobiledevicesbecomesmarterandbetter

    connected.Indeed,thereisagrowingtendencyfordevicessuchasiPadsandiPhonestobeusedwithintheenterprise,particularlybyseniormanagement.Thehybrid-cloudarchitectureallowstheserequirementstobemetwithoutfurtherexpenseorcomplexity.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    25/35

    2012SabisuLtd Page25of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.4. TrueCollaborationCollaborationismorethansimplemessaging;atrulycollaborativeenvironmentpromotesteamworkingandeliminateslotsofemail.

    5.4.1. TrueCollaborationNeedsaSharedExperience

    5.5. Asdiscussedaboveinsection4.3,CollaborationThroughouttheSupplyChain

    allusersmustseethesamedevelopingsituationinreal-time.Thisisntsimplyaonesizefitsalldashboard;thisisanindividual,yetshared,experienceofthesituation.Thereiscommunalcontrolandresponsibilityforresolution.Thusallcollaboratorsneedaccesstothedatathatdescribesthesituationor

    businessprocess,yetwithoutcompromisingthepersonalizedenvironmenteachuserneedstodotheirjob.Eachindividualhastoaccesstothisdataontheirownterms,i.e.,alongsideotherdata,documentsandtoolstheyneedtocontextualizethesituationormovetheprocessforward.

    Figure8.TwoPersonalisedViewsofaSituation

    TheroleofthePICisthereforeoneoffacilitatingthesharedexperience;creatinganenvironmentwheredataiseasilyaccessiblewhethercollaboratorsare

    basedwithclients,EPCs,vendorsorsub-vendors.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    26/35

    2012SabisuLtd Page26of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.6. SocialWorkplaceSocialcapabilitycanenhanceaprojectseffectivenessandabilitytorespondbutthosethatcanalignusersaroundcoredatacanseeanexponentialreturn.

    5.6.1. Enterprise2.0

    ThePICasdiscussedsofarhasmanyEnterprise2.0,orenterprisesocialsoftware,properties:

    As discussed in all the previous sections, personalization is crucial to the success ofan PIC solution; the end-users autonomy must be respected. This is also a crucialtenet of Enterprise 2.0, or enterprise social software.

    The platform as described also has significant communication features which supportits unique, genuine collaboration capability.

    The platform has an appreciation of which users are linked thanks to the communitymodel, which also gives it a method for easy adoption throughout the project.

    The ease with which users can share data and content makes user links andcommunities useful and therefore likely to be used, so all the ingredients for asuccessful enterprise social network are in place.

    The ease with which new users can be added to communities allows for viral growth,whilst the implementation of a corporate administrator allows this growth to bemanaged.

    StudiesarebeginningtoshowthebenefitsofdeployingEnterprise2.0technology;theemphasisinsocialbusinesssoftwareisnowstartingtoshifttowardsbusiness.AMcKinseystudyfoundthatexternallynetworkedorganisationswereinthetop3%oftheirsectors.Byplacingprojectdataatthecentreofanycollaborationorcommunityactivity,theplatformactuallydevelopssocialcapabilityintosomethingnew;asocialworkplacededicatedtofinding,sharingandcollaboratingonprojectdata.ThissharedpurposeisonlypossiblebecausethePICcanbringthedatatogetherinashared,yetpersonalized,environmentthevendorandplatformagnostic

    integrationcapabilityisessentialtothesuccessoftheproject.OrganisationsadoptingaPICsolutionwiththesepropertiescanatlastleveragepersonalization,communityworking,enterprisedataandsocialnetworkingtoproducegenuineimprovementsinefficiency.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    27/35

    2012SabisuLtd Page27of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    5.6.2. ASocialPerspective

    Thetraditionaldashboardviewofaprojectassumesthattheuserwillbemonitoringitconstantly,yetthisisnotpractical;userswillbedivertedforgoodreasonatcertaintimes.Alsonotalldataisbestpresentedinadashboard,e.g.,

    conversations,statusorprogressupdates.ThereforethePICneedstopresentactivityinanevent-driven,timelineview.Doingsowillkickstartcollaborationandallowofflineuserstobebroughtuptodateprovidedofcoursethatthetimelineisrelevant.Fortunatelythereisawaytoensurerelevancy;whenausernominatesdataasrelevanttotheircommunityorcommunities,theyarefilteringoutalltheirrelevantdataandthusensuringthetimelineremainsuseful.BuildingontheconceptsintheTotalIntegrationsectionabove,thevastconnectivityandself-

    servicecapabilitiesofthePICallowstheusertonominatedatafromvirtuallyanywhereintheenterprise.AstheidealPICprovidesawealthofcollaborationoptionsitisalsoideallysituatedtoupdatethetimelinewiththelatestdiscussions.ThismeansthatanofflineusercangetthefullpicturefromthePICandbereadytocontribute.Thisistrulyasocialplatform.Asdiscussedthroughoutthispaper,projectsdependonbringingpeopleindifferentorganisationstogether.Sothetimelinefacilityisvaluabletoallpartiesasitpromotestransparencyandrapidresponsefurtherbreakingthedelaying

    cyclesshowninFigure3.

    Figure9.ASocial,EventDrivenView

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    28/35

    2012SabisuLtd Page28of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    6.MeetingWorkflow&CollaborationChallengesNewtechnologybroughttobearonprojectandmega-projectchallenges,breaking

    downboundariesanddeliveringvisibilityandcontrol.

    6.1.Easy&FocusedCollaboration

    AdhoccollaborationbetweenProjectManagersasdescribedinsection4.3isclearlybeneficialandshouldbeencouraged.Whencombinedwithnewtechnologywhichallowsuserstoshareprojectdataasdescribedin4.2,messagingfeaturescanbecomepowerfulcollaborationoptions.Agoodexampleisinstantmessaging,orchat;byputtingprojectdataatthecentreofthediscussion,itbecomesavaluablecollaborationtool.Ithastheadvantagesofbeingimmediatewhilsthavingjusttherightlevelofintrusion;likearingingtelephone,itencouragesareactionbutcanbeignored.

    Giventheimportanceofcollaborativecommunities(section6.3)anymessagingmechanismshouldallowgroupsofinteresteduserstoeasilycollaborate.Ifausercanbringanentirecommunityintoareal-time,shared,collaborativeenvironmentthentherecanbenoquickerwayofexposinginsights,resolvingincipientsituations,orexpeditingbusinessprocesses.

    Figure10.InPlatformChat,ShowingCommunityFocus

    Perhapsmoreintrusivebutlikelytogaininacceptabilityisvideochat;facetofacediscussionviawebcam.High-resolutionwebconferencingcapabilityisnottheaimheremorearapidlyaccessedcollaborationfacility.Oftenpreferabletotextonlymessagingasinterpersonalandenvironmentalconsiderationscanbemade,itsawelcomedevelopmentprovidedthecollaborativeenvironmentisnotcompromised;iftheuserhastosacrificetheirviewofthedata,situation,orprocesstogetthevideochatsoftwareinitialized,thenitsnon-optimal.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    29/35

    2012SabisuLtd Page29of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    Obviouslyaccommodationsneedtobemadeforoffline,non-real-timecollaboration.Theseshouldstillbedata-centricintheiruse,usingsomesortofnotificationprocesssothatuserscanbebroughtuptospeed.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    30/35

    2012SabisuLtd Page30of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    6.2. User&CommunityAutonomyGivingeachuserapersonalperspectiveonasharedexperiencemeanssubstantialcomplexity;eachuserneedsapersonalizedenvironment.

    Somedegreeofassistanceindeterminingthisenvironmentisappropriate.Ascommunitiesofusersclusteraroundcommoninterests,itseemslogicalthatthePICprovidesthefacilityforcommunitiestodetermineadefaultprojectdashboardthatcanthenbecustomisedbyindividualusersifrequired.Thesecommunitypageswillthemselvesevolveovertimeasdatasourcesevolve,mergeoraresuperseded.AsthePICisanenterpriseplatform,careshouldbetakenaroundadministrationofcommunities,theirproliferationandtheirprotection.Inparticular,thefollowingconsiderationsshouldbemade:

    Administration has to be an end-user responsibility; awaiting IT involvement everytime a user needs to be added to a community will lead to delays.

    End-users should be able to create communities as situations require, yet with someoversight from a corporate administrator.

    Communities must have some sort of privacy structure to ensure they stay relevant,corporate intellectual property is protected and confidentiality respected.

    6.3. UserCommunityFocusUsercommunitiescomeinallshapesandsizes.Eachprojecthasmany

    communitiesandtheydontnecessarilymirrortheorganisationstructure.

    Communitiesarereliable,robustandinclusive;theyleadtobetterdecisionsand

    bytheirverynatureengageusersandensurethattherelevantdatagetsto

    interestedparties.

    ProjectManagersalreadyshareinformationsoastoprotecttheoverall

    programme,particularlywithregardtovendorproductioncapacity.Thead-hoc

    communitiesthatformasaresultgivegreatbenefitinandacrossprojects,sothe

    PICneedstosupportthis;itneedstobeintuitivesothatcommunitiescan

    organicallygrowasneeded.Anintuitiveandeasytodeploysolutionwillgrowat

    therequiredpacewithouttrainingorITconstraintstopreventitfromreachingtherequiredconstituencies.

    Communitiesarethekeyorganisationalconstructforbringingmega-project

    teamstogether;bringingallprojectconversationsintooneplacebuildsa

    reusablelibraryofexpertiseandbestpractice.Itsalsotheeasiestwayfora

    ProjectManagerorDirectortoseewhichissuesarebeingactivelyworked.

    Filteringandmakingdatadirectlyavailabletoacommunityremovesthe

    traditionalrelianceonemail,oranyotherformofserialinformationdelivery.It

    alsoopensthedoorforstreamliningcomplexbusinessprocessesandbreakingthebehavioursthatintroducedelay.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    31/35

    2012SabisuLtd Page31of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    6.4. ContentDistributionWiththeuser/communityrelationshipestablished,thePICisuniquelypositionedtoensurethatusersareprovidedwithrelevantcontent.Thiscontentisimportanttothebusinessintermsofensuringprojectefficiencyand

    consistencyandtousersforunderstandingtrendsordevelopingnewinsights.ThePIChasaroleintermsofpropagatingbestpractice;astheplatformresponsibleforbringingcommunitiesofuserstogetheraroundprojectprocessesandissuesitistheidealplacefordetermining,communicatingandensuringcompliancewithrevisionstobestpractices.Theamountandvariednatureofprojectdataavailabletousersintheenterprisemeansenterprisesearchisoflimiteduse.Thisiswherecurationbecomesvaluable;byhighlightingthemostvaluableversionofcontent,orcollaboratingto

    producenewversions,usersfilterthemostrelevantcontent.Thiscontentisthenpropagatedbyallowinguserstotheneasilysharethedatawiththeircommunities.Inthisway,thePICcanaddvaluetoexistingdocumentorcontentmanagementsystems,suchasSharePointorOpenTextLivelink.ThePICmusthaveatleastrudimentarylinktopermitthesharingandhencepropagationacrossthesocialnetworkofcontentfromthesesources.

    6.5. FrictionlessBusinessProcessesThoughERPsystemsensurecomplianceinkeyfinancialandoperationalbusinessprocesses,manyprocessesthatdependonthirdpartiesfalloutsidetheERPsystemscontrol.ThePICmustsupporttheevolutionoftheseprocessesasnewcommunitiesareidentifiedandnewdatasetsareshared.Thiscouldbethoughtofasavirtualenterprisenetwork;apermanentlyavailable,zeroconfiguration,on-demandfacilityforcross-enterpriseworking.Everyprojectpartnercanbeincluded-independentconsultants,SMEsandcontractors.

    Thiscapabilitymeansitsnolongernecessarytotreatcontractorsasemployees;theydontneedtobeon-site,orontheclientsenterprisenetwork,orprovidedwithITsupport.Allthirdpartiescanbeprovidedwithdirectaccesstothedatathattheyrequire,savingcostsandreducingtheriskofaccidentaldataexposure.Asreferredtoinsection5.6.1,Enterprise2.0,thisistheextendedenterpriseinaction;Enterprise2.0technologyappliedtothechallengesoflargecapitalprojectsisagreatexampleofhowdata-centredenterprisesocialnetworkscandeliverrealbusinessbenefit.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    32/35

    2012SabisuLtd Page32of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    6.6. ExceptionalServiceDeliveryWhilstthefocusofthePICsolutionisonprojectdeliveryfortheclient,itshouldbeacknowledgedthatexternalserviceprovidersofallkindscouldusethesameproperlyarchitectedPICsolutiontodeliversignificantbenefitforbothparties.

    Thisisparticularlyrelevantduringcommissioningandhand-overtoproduction.Beyondtheimprovedinter-organisationcollaborationdescribedinsection6.5,serviceproviderscanlookforwardtoearlyinclusionindevelopingoperationalsituationsallowingearlierandlowercostresolutiontoissues.Suchaninvolvementisidealforthirdpartyconsultantsandknowledgeworkers.Serviceprovidersarealreadyusingthiscloud-basedPICcollaborationcapabilitytodifferentiatethemselvesfromcompetitors,providingon-demandaccessforcustomerstokeydataandinstant,pro-activecollaboration.

    Serviceprovidersalsofindthatnewcustomerscancommissiontheirservicesmoreeasily;itssimplyacaseofmakingappropriateprovisionsforstoringthenewcustomersdataandallowingappropriateaccess.Theserviceprovideralsobenefitsfromarobust,scalablecomputingresourcethatwouldbecostprohibitivefortheserviceproviderstoimplementthemselves.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    33/35

    2012SabisuLtd Page33of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    7.SabisuTherewasntasolutiononthemarketthatcouldachievegenuineimprovementsin

    efficiencyorcollaboration,orextendtheenterprise.Sowebuiltit.

    7.1.FunctionalFit

    WithSabisu,webelievewevebuilttheultimateprojectintelligencecentre,focusingonintegration,collaborationandtheextendedenterprise.Othersolutionsmaymeetsomerequirementsbutnoothersmeetall.Sabisuwasconstructedwiththeextendedenterpriseinmind;theplatformsOn-PremisecomponentisdesignedonindustrystandardoperatingsystemsanddatabaseserverssoastopermitrapidglobaldeploymenttolocationswhereITexpertisemaybelimited.

    Sabisudeliversallthefunctionalityoutlinedinthisdocument.Allofthepracticesandimpactshavebeenprovenwithinexistingcustomers,e.g.,

    Visibility throughout complex supply chains and business processes

    Users migrating to centralised collaborative platforms, e.g., from email to instantmessaging.

    Improvements in business process execution efficiency

    Identification of operational cost savings

    Improved service delivery from and to third parties

    Reduction in IT expenditure, particularly around meeting new informationpresentation requirements

    OurcustomersarefindingusesforSabisuthroughouttheirlargecapitalprojects;KPIdashboards,documentmanagement,commissioningandassetmanagement,andofcourseexecutivereportingandday-to-daybusinessprocessexecution.Sabisuisalsoinconstantusebythosewhocreateandmaintainit;itsusedtomonitorthevariousproductionenvironmentsandserviceourcustomers.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    34/35

    2012SabisuLtd Page34of35

    RebootingProjectIntelligence WhitePaper

    V1.0

    7.2. AbouttheSabisuteamWereatechnologycompany;webuild,implementandhelpourcustomersexploitSabisu.

    Sabisuisdesigned,builtandhostedintheUK.WehaveofficesinTeessideandManchester;ourcloudfacilityisadedicatedSabisuprivatevirtualenvironmenthostedfromourdatacentreinManchester.Sabisuwasestablishedin2003toprovideITservices,principallytothepetrochemicalsindustry.RealisingthatwehadauniquevaluepropositioninenterprisesoftwarewelaunchedSabisuintobetainJanuary2010withtheaimofbuildingaplatformtomakecomplexenterpriseseasytomanage.Ourapproachwastousethebesthybrid-cloud,socialandintegration

    technologiestobuildaplatformwithunprecedentedreachandapplications.Weworkedinpartnershipwithanumberofearlycustomersintheoil&gassectortomakethishappen,withtheproductgoingliveinJanuary2011.Sincethenwehavebeenracingtokeepupwithdemandasexistingcustomersexpandandweaddnewcustomers.OurcustomersarefindingthatSabisucanbringdatatogetherfromdisparatesourcesregardlessoflocationtorefinebusinessprocesses,eliminatingtime-consumingmanipulationofdataandtheneedtomanuallymovedatabetweensystems.Asasmall,agile,responsivetechnologycompany,weregardourselvesashaving

    partnersratherthancustomers;twoway,longterm,mutuallybeneficialrelationships.Foramoredetailedpresentationofourvaluesanddifferentiatingapproach,wewouldbepleasedtoprovideorpresentadditionalmaterial.

  • 7/29/2019 Capital Projects - Rebooting Project Intelligence - Workflow and Collaboration

    35/35

    RebootingProjectIntelligence WhitePaper

    7.3. TypicalIndustrySectorsDesignedinpartnershipwithleadingpetrochemicalsandrefiningcompanies,Sabisuisaperfectfitfortheoil&gasdownstreamsector.Itsbeendesignedandbuiltwiththeresilience,security,qualityandsystemintegritythatthismarket

    demands.ThereforeSabisuwillbringbenefitstoanylarge-scalemanufacturingandprocessindustryoperation,withcompellingsuccessstoriesinchemicals&biofuelsinparticular.WithitsextendedenterprisecapabilitySabisuisalsothedeliveryplatformofchoiceforserviceprovidersasitenablesthecustomertodigitallycommissioneasilyandprovidesexcellentcollaborativefeaturestoensureoptimaldelivery.

    7.4. CaseStudiesConstructionofSabisuwasstartedinmid-2010.Thesolutionwasdesignedandbuiltwithhelpfromleadingpetrochemicalmanufacturersandprocessindustryfigures,thoughthecompanyandallintellectualpropertyrelatedtotheplatformcontinuestobeprivatelyheldbyitsfoundersandteam. Athttp://www.sabisu.co/CaseStudies.aspxyoullfindagrowingnumberofcasestudies.

    7.5. NextstepsContactus.Wedlovetohearyourcomments.Youcanreachusat:[email protected]:http://www.sabisu.co/contact-usOrourofficecontactdetailsare:

    MANCHESTER

    ArdenHallSaleM333SJ+441619733138GoogleMaps

    TEESSIDE

    A311TheWiltonCentreWiltonRedcarTS104RF+441642438124GoogleMaps