Pfizer Internal Use

Pfizer - VantagePoint Enterprise Reporting

Vince MullallyJose MedinaEduardo Rivera

June 2014

Disclaimer

Disclaimer: This presentation outlines a general technology direction. Pfizer Inc has no obligation to pursue any approaches outlined in this presentation or to develop or use any functionality mentioned in this presentation. The technology strategy and possible future developments are subject to change and may be changed at any time for any reason without notice.

The views and opinions expressed in this presentation and any related discussion(s) are solely those of the individual presenter(s) and may not express the views of and opinions of Pfizer Inc.

Agenda

• Introduction & Pfizer Company Overview• Background to Challenges • Business & Technical Challenges• Project Goals• Solution Overview• Summary of Results• Plans & Next Steps• Live Demo – Optional

Pfizer Overview

manufacturingsites worldwide

revenuein 2013

$51.6BILLION

56 175markets

in which Pfizersells products

10products with

sales greater than$1 billion in 2013

R&D partner institutions across

the globe

260 77,700colleagues

around the world

MORE THAN

From Advil to Zithromax

Our medicines, vaccines and consumer products help billions of patients.

Aricept

(Prevnar 13)

Background to Challenges

• All using the same Core application locally• Each Site system has the same underlying hierarchical

structure• All Sites using variations & versions of similar reports • Reporting maintained by a single group globally• Deployment time in excess of a day per Site

Multiple Sites around the

Globe

Business Challenges

• Inability to view data from multiple Sites together • How to view & analyse data without multiple steps

Data Access & Sources

• Need to Review Line KPI values• Need to Review and identify key Downtimes and their

frequencyLine KPI’s

• Inability to report on multiple Lines simultaneously• Time consuming to generate reports from multiple

Lines and compare data

Report Content & Generation

• Sites cannot build their own reportsReport Building

• Need to Export to Excel to create Trends – Cumbersome process

No Live Trending Abilities

Technical Challenges

• Multiple data sources• Differing master data in each Site• Lines, Products, Specifications

Systems distributed

around the globe

• SQL Server Reporting Services installed on local Site servers

• Reports deployed to each local Site server

Reporting Deployment

• Changes must be propagated to each Site serverReport Maintenance

• Business Technology design, build & maintain all reports

Centralised Report Building

• Lack of a Site Visual Navigation ability • Minimise clicks for Operators using Reports

No Graphical View of the Site

Project Goals

• Improved access to Production KPI’s and raw data • Better understanding of Line performance

• Identify key Downtimes and their causes• Compare Lines performance across the Organisation

• Ability to create own reporting scenarios• Ability to Trend Live & Historic Data

Business Goals:

Provide a scalable Dynamic and Value Adding Information Portal across a range of Pfizer Core & Manufacturing systems

• Centralisation – One Reporting hub• Rapid Deployment

• Build new Sites / Update existing Sites quickly• Build Reports once – Deploy many• Simplified Qualification Process

• Standardisation of Reports and Report Content• Remove site specific variances & customisations

Technical Goals:

Solution Overview

Rockwell Automation FactoryTalk VantagePoint allows Pfizer to overcome the multiple business and technical challenges across the organisation

• Centralised Infrastructure• Design & Build of a Detailed Model

• Use of Type Builder • Use of Model Builder• Use of DB Builder• Scripts for Automated Site, Report & Tag

Creation• Reports Scheduled & Emailed to users via

Eventing Module• A suite of Reports, Graphs and Dashboards• Library of Stored Procedures• End User Reporting Process• VantagePoint Portal

Solution Build is

based on:

Solution Overview – Centralised Infrastructure

One Central Server located in the US hosts the VantagePoint Production Environment

Source Systems remain located at Sites around the globe

Standard VantagePoint Database connectors are used to connect to all Site based source systems

Sites access a single URL for the VantagePoint Portal based Model

Development and Test/Validation Environments are also in place

Solution Overview – Model Build

• VantagePoint has the ability to integrate data from Manufacturing and Business systems across the Enterprise in a single unified view, known as the ‘Model’

• The Model lets users access, correlate, trend and report on data from multiple sources without detailed application specific knowledge

• A well designed Model is the key to effective use of VantagePoint

What's a Model ?

• Building a complex model does require some level of configuration • To truly leverage the abilities of VantagePoint, Systems and Equipment are built

as ‘Types’ – these are objects that define all of their associated properties & relationships.

• Design & Build a Type Package based on the source system structure – with Site, Department, Area & Line properties - designed to match the source systems hierarchical data structure

• Standard VantagePoint DB connectors provide connectivity to Site source systems

How is the

Model Built ?

• Next Steps – Build Sites and Configure Reports & TagsSo Far So Good

Solution Overview – Model Build

• Need to create 18+ Sites• Need to create 350+ Lines• Need to configure 30+ Tags per Line per Site• Need to deploy 20+ Reports at different levels Per Site

Logistical Problem

Solution: Automate the build …. Use the Model Builder and DB Builder Tools

Solution Overview – Model Build

• The Model Builder enables the building of large Models without the need to build everything by hand, thus saving time consuming repetitive activities. This is done by using SQL queries for each Model component.

• Use of these queries also allows a Model to be re-created or modified very rapidly

Model Builder

Build the basic Model structure

for every Site listed as a source

in the Model Builder tool

Import & build Model content for

all hierarchical data structures &

meta data for each Site - Depts,

Areas &Lines

Create & Deploy a SQL Stored

Procedure Library for each Site –

multiple Stored Procedures used

by all Reports

Deploy Reports, Dashboards & Graphs to all

Depts, Areas & Lines in the

Model

Dynamically update the Model to reflect changes made at a remote

Site e.g. new Lines added

We developed a dynamic model builder SQL script that will connect to any remote Site data source and perform a number of key tasks

Solution Overview – Model Build

An example of the Model Builder script that we have created is shown below

Solution Overview – Model Build

An example of the Model Builder script that we have created is shown below

Solution Overview – Model Build

• The purpose of the DB Builder is to automate the generation of quantities of Tags by running a series of Tag Definitions against defined database locations.

• Use of these definitions also allows Tags to re-created or modified in minutes• Tag definition files are created in reusable XML format and contain SQL queries

used in the DB Builder – Tag Population, Live, History and Point in Time• These queries are imported into the DB Builder and are used to build the Tags and

their connections to the data required• VantagePoint tags were defined to connect to database fields rather than

traditional historian or plc tags• The tags are available for use with tools such as the VantagePoint Trend tool, XY

plotter and Excel Add-in.

DB Builder

Solution Overview – Model Build

DB Builder

Solution Overview – Reporting

• Based on site hierarchy• Reports, Dashboards and Graphs – Real Time and Self refreshing• Excel and SSRS based• Tags providing real time and historical data Trending• Utilise SQL CLR for querying the Model

Model based Reporting

• Changes are simultaneously propagated to all sites• Dynamic scripts facilitate the deployment of content such as tags &

stored procedures to each site. • Any report built and deployed ONCE will be available to all Sites

Centralised Deployment & Management

• When a data connector is created for a new Site, the Site Model and its structure will automatically be built• New Depts, Areas or Lines will be automatically added to Sites as

they are created in the Site source systems.• Reports automatically become available to new Sites at Dept, Area

& Line – and to new structures in existing Sites

Designed to Dynamically update

as Site content is Modified

We have developed and deployed a suite of Reports, Dashboards and Graphs that are available to every Site that is built into the Model

Solution Overview – Reporting

• This means that the same report can be used at Line, Area or Dept level – which simplifies the report management process

• A special Stored Procedure was developed that enables the Reports, Dashboards & Graphs to automatically determine where in the Model hierarchy they are running – and adjust their input parameters accordingly.

• The Procedure takes the Fully Qualified Name (FQN) in the Model, and parses it for keywords. Based on the keywords that it finds – it can determine the scope to run the report for – Line, Area etc.

• The Procedure also contains a function that determines the local time of the client that is running the report – eg, Italy, Japan etc, and feeds this into the report criteria. This is key for Reports & Dashboards that display real time data.

Reports are

Context Aware

Solution Overview – Reporting Examples

Operations Shift Report

Solution Overview – Reporting Examples

Downtimes Categories Graph

Solution Overview – Reporting Examples

Metrics Graph

Solution Overview – Reporting Examples

Production Status Dashboard

Solution Overview – Stored Procedures

All of our Reports, Dashboards and Graphs use a set of Pfizer developed SQL Stored Procedure queries for retrieving and calculating data from the Site source systems.

These Procedures are defined for each Site data connector when the Model Builder build script is run

We have documented in detail all of these

SP’s, their input parameters, output

columns and example usage cases.

This documentation is used as part of the End User Reporting

Process.

Solution Overview – End User Reporting

A detailed End User Report Creation process has been developed that will allow Site based Superusers to create and build their own reports and trends

The process is based on:

• Use of the standard VantagePoint Excel plugin tool• A library of SQL Stored Procedures used in Model based reports• Use of Excel based report templates

VantagePoint Tags are linked directly to Key performance data values

• Use VantagePoint Trending tool for advanced trending abilities

All user created content can be published in the VantagePoint Portal

• Security controlled folders for publishing of site created content

Solution Overview – Portal

• Access is via a standard web browser• The Portal can display data in various forms

• Reports, Dashboards & Graphs• An interactive Model that represents a complete System or Enterprise• Trends

• End User developed Content is published to the VantagePoint Portal

VantagePoint Portal is the Central Hub for content

for End Users

Project Results

• Improved access to Production Data & KPI’s• Reports, Real-time Dashboards and Graphs available through

Model Navigation (less clicks)• Diagnose and analyze data from any connected data

source • End User Reporting Process provides end users with true

report building capabilities• Use of prebuilt report templates gives users access to

pure raw data• Data can be imported into other statistical analysis tools (e.g

SSAS, MiniTab)• Ability to Trend Live and Historical data across Lines and

Areas, and even Sites• Ability to share Trends by publishing in the portal

Business Benefits:

Building the Model and its associated functionality has given us some clear benefits and wins from both a Technical & Business perspective

Project Results

• Rapid Deployment Abilities• Centralised System – Manage everything in one place• New Sites can be built & deployed in <15 mins – Vs 1.5 days • Reports & Tags- Build Once & Deploy to many Sites

simultaneously• Dynamic and Instantaneous Master Data Creation via Model

scripts• Immediate Updates

• Model dynamically updates itself with new configurations as they are built at each individual Site e.g. a new Line

• Reduced Qualification Time for Reports• End User Report building process reduces dependence on

BT for delivering Reports

Technical Benefits:

Building the Model and its associated functionality has given us some clear benefits and wins from both a Technical & Business perspective

Plans & Next StepsWe have specific plans for the expansion of the current VantagePoint solution to include new Use Cases across MES, Warehouse & Service Desk systems, and

to expand the technologies that are currently in use

System Upgrade to v5.1

MES (Pharmasuite)• Creation of a Model• Enhancements to existing report suite

Warehouse Management System • Creation of a Model, • New reports and functional Enhancements• Allow for End User Report Creation

Integrate SQL Services Analysis Services Cube based Reporting

VantagePoint Mobile device based solution

Replace legacy systems – Provide detailed Reporting solution to replace some legacy solutions

Historian Connectivity - Creation of a Model & Reports

Questions

Thank You for your Attendance today