AVEVA Mobile Operator

Luca Bruni - Principal Consultant, Global APM

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 01 Industry challenges

02 Success stories

Agenda 03 AVEVA Mobile Operator

04 Product overview

05 Q&A
 Market changes
The “nature of work” and the “nature of workers” is changing

Move to More digitally Centralized Remote operations

towards connected More complex products are
automatous products to being manufactured
operations master Regulatory More Analytics
Compliance
Cross Company More including Energy Exponential increase Manufacture to order consumer
collaborations and Sensors and Sustainability in the creation of personalized products
ecosystem partners (Growth in IIOT) objectives digital information

Work Workers
60% of workers move The new workforce is digitally native
2 Million manufacturing workers
jobs within 3 years
less in United States alone by
2025
Some industries
Expectation that the user
have a
Experience gap experience of the digital tools that
significant
compared to retiring power our person lives is available Comfortable making digital social
transient
workforce in the workplace connections and crowd
workforce
knowledge sourcing

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 The work is changing

My workplace My opportunities

• More complex • Better connectivity &

Operations infrastructure
• Compliance and • More sensors & Click icon to Insert Image
sustainability targets industrial IoT
• More digital solutions • More powerful
mobile devices
• More automation,
cobots, & robots • Wearable devices and
smart IoT
• More data to filter
• More AI insights

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 See it from my point of view

My challenges My aspirations

Experience exodus • I am a problem solver

Workforce availability • What is my impact
Transient workforce • Develop my skills
High expectations for • I am not afraid of
digital technology

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 Industry challenges
Connect to undigitized data to overcome gaps in knowledge and performance

Stranded data Workforce Downtime Compliance

performance avoidance
Lack of visibility and Change adoption and the Average cost of unplanned Ensuring compliance and
familiarity of stranded lack of visibility and reaction downtime $260k p/h  reporting compliance is
assets effectively leads to a to field user collected data   ever increasing burden,
break in the digital thread often demotivates and 82% of all components fail diverting resources from
that connects people, reduces the field user’s randomly. These failures front line execution4
processes and assets. This inspiration to work with are most often caused by
can lead to an inefficient other disciplines. Talent is neglecting the basic care
workforce, unscheduled often kept siloed to certain of equipment3
downtime and a lack of individuals instead of being
compliance1 shared2

Source: 1. Koseric, N. “Defect Elimination Conference” 2005 2. arcweb 3. idcon 4. Dennis Berlanger and Saxon Smith, MRG
Inc., “The Business Case for Reliability,” as published at www.reliabilityweb.com/rcm

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 Success stories

INCLUDE THE LATEST SUCCESS STORIES THAT ARE

RELEVANT FOR THE CUSTOMER

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 Digitizing the mobile workforce
ensures execution
Chevron of standardized work practices to
improve reliability
and optimize productivity
Deployed a standardized mobile decision support system
Location
• Houston, TX

Solution
After a successful pilot, Chevron Corporation selected Schneider Electric’s Operator Rounds and decision support
system to collect non-instrumented data and standardize work processes. The mobile workforce enablement tool
enables Chevron to achieve significant savings and reduce costs year on year. We are enabling Chevron to: Early detection led to
• Standardize work processes and data collection
$70K Saved preventing a
to improve productivity motor failure
• Proactively analyze and react to potential problems to increase efficiency and better plan maintenance
• Increase equipment availability and reliability
Caught blocked plug on
• Enable field workforce to improve decision making floating roof tank $ 120k
Averted

Estimated $3-5 Million annual

maintenance savings

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 Valero Energy
Driving reliability process improvements
Location
• Global

Solution
• Mobile Operator is deployed at 12 refineries

Focused on:
Operational savings over $2M
• Driving reliability process improvements per site
• Expanded to accelerate additional process improvements (HSE compliance/Energy Optimization)
• Mission Critical for regulatory compliance (OSHA PSM and EPA Title V)
• Significant increases in field workforce productivity
Yielded 99.5% Completion of
rounds

Deployed at 12 refineries

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 Codelco
Leverages mobility to digitally transform workforce
Challenges
• Codelco is digitally transforming and enabling their mobile workforce with an advanced mobility
solution.
Solution
• The software ensures procedural enforcement of Codelco’s processes and provides the ability to create
new work tickets while in the field. We’re helping Codelco digitally transform their business. Increased life from 12 to 18
Results months
• Increased furnace run length from 12 months to 18 months
• Reduced operations in dangerous high temperature region 52%
• Increased the average temperature 300C
39% reduction in variability
• Reduced variability 39%; copper in matte variability 32%; Fe30, in slag variability 14%
• Increased smelting of external scrap material 14%
• Increased feed by 2% (usually feed limited)
Reduced operations in
• Digitized the mobile workforce dangerous high temperature
• Achieving safety, reliability and performance improvements region 52%

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 Integrated operator workflow ROI
Industries have seen the following
improvements in their workforce when Improved situational
+ Improved equipment/
asset reliability
performing Integrated Operator Workflow: awareness

• Asset uptime/availability 10-30% + + Reduction in

Consistent execution of production
• Reduced Maintenance Costs & best practices by the downtime
mobile workforce
Mechanical Effectiveness 5-30%
• Increased Workforce Productivity 20-
+
30%+ Innovative on-the-job Capture of non-
training that insulates instrumented data through
• Regulatory Compliance visibility >30% plants from sudden loss of your most intelligent
knowledge sensors - your people
• Increase in visibility to non-
instrumented data 20-30%+
• Typical payback in 6-12 months

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 The traditional approach – LPF syndrome

Information
documented Paperwork is Lost Paperwork is Piled Paperwork is Filed
on paper, maybe….

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 AVEVA Mobile Operator
Collects, standardizes, and stores data
Digital workforce enablement from unconnected assets

• Enables cultural change and best practices to drive

reliability at the front line
• Reduces maintenance costs by improving asset reliability
and availability.
• Ensures workers execute all field tasks required to achieve
reliable operations and maintenance
Standardizes field crews’ interaction with
assets
Consolidates manually collected and real-
time data in one interface

• Prevent potential “Critical” failure of assets

Integrates with existing maintenance
• Mitigate risk of intolerable economic, safety, and/or
systems
environmental consequences
• Eliminates lost data and reduces entry errors when
capturing key asset and operational information.
• Provides a holistic operations and maintenance view by
integrating with
your existing OT/IT infrastructure.

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 Mobile solutions address various industry challenges
Field worker training

Field worker rounds Asset data

Logistics Production variability

Maintenance WOR/WON Alarms and events

Lock out/Tag out tasks Compliance

Startup/shutdown procedures

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 Environmental challenges –
Typical inspections
• Carseal checklists
• Water outfall inspection
• Tank in service inspection
• NESHAP above ground piping inspection
• Recovered oil tank inspection
• Oily water sewer / QQQ drain inspections
• Stack opacity checks
• Weekly visual LDAR (VOC)
• Method #9 visual emission evaluation
• Chemical truck loading inspections

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 Fire & safety challenges –
Typical inspections
• Building audit
• Fire extinguishers & blankets
• Lock-out / tag-out
• Fresh air control systems
• Hydrants, monitors, pivs, hose reels, foam totes
• Self contained breathing apparatus (SCBA)
• Eyewash stations & safety showers
• Ring buoys, lifeboats, life preservers
• Fireman locker gear inventory
• Fire & gas detectors
• OSHA self inspection checks

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 Condition Monitoring
challenges – Typical
inspections
• Vibration rounds (reduce maintenance cost &
improve safety)
• Seal flush surveys (66% reduction in seal replacement
cost)
• Valve temp surveys (65% reduction in maintenance
cost)
• Furnace & boiler tube inspections (reduced
unplanned outages & safety incidents)
• Exchanger fouling inspection (improved efficiency)
• Steam trap surveys ( <1year ROI)
• Lubrication rounds (~$1MM annual savings)

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 Logistic challenges –
Typical inspections
• Truck loading/unloading
• Railcar loading/unloading
• Tanker loading/unloading
• Catalyst tracking
• Tank farm line-ups and transfers
• Chemical tote inventory management

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 Turnarounds – Typical
inspections
• Staging area inventory management
• Fuel truck – equipment fueling
• Primavera P6 mobile schedule updates
• Blind lists
• Safety audits / work permit audits
• Weld inspections
• Work order execution linked to EAM
• Scaffold inspections

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 MOBILE OPERATOR 6.0

Key features

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 Combined hardware & software solution
Complete Mobile Operator Round platform

Procedure builder– advanced procedure configuration

Schedule manager– advanced scheduling & workload balancing

Auditor plus– work process and procedure review

SSRS reports – configurable reports, emailing

Mobile – procedure execution

Bearing Temp

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 Mobile workforce enablement
Empower the operator
Multiplatform mobile device support (BYOD)
• Android, Windows 10, and iOS

3rd party software integration with SDK

Mobile data capture and recall
• Notes, Details, Historical Trends, Pan & Zoom

File attachments
• Documents, Images, Videos

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 Standardized field activities and processes
Procedure Builder – Create and deploy standard procedures
Drag & Drop Configuration
Procedure Items –
basic building blocks
Integrations to
External Systems
Peripheral Integration
Conditions define
follow-up Actions
Single and Multiple Actions
Decisions for
Advanced Workflow

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 Standardized field activities and processes
Schedule manager - Calendar view of scheduled procedures
Look Ahead (Current or Future
Scheduled)

Look Behind (Completed, Overdue

or Missed)

Drag & Drop Scheduling

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 Mobile decision support and execution system
Mobile – Rounds & procedures

Field user is presented

with a list of tasks
Using defined pick lists
Device/Virtual keyboard
Peripherals

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 Mobile Decision Support and Standardized Execution System
Mobile history
Available at the
task view
Includes notes
History details
Historical trends
Pan & zoom

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 Mobile Decision Support and Standardized Execution System
Mobile – Free text notes & logbook
Free Text notes may be added at any time
Or…triggered by an Action
Enter free text or select a default note
Default Notes can be edited
Note is also available as a Log Entry

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 Mobile history
• Now available at the Task View
• Includes Notes
• History Details
• Historical Trends
• Pan & Zoom

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 Condition-based analysis in the field immediately

Ability to set multiple hard limits, evaluate rates of change, and predict the potential of a future alarm.

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 Enhanced situational awareness

Dynamic limits can be configured.

Variables can come from Operator
input or from 3rd party external
systems.

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 Enhanced situational awareness
Action
Oil temperature is above 180 degrees. The oil temperature should be
between 150-160 degrees. Check to make sure the heater is off. Check LO
cooler for proper operation. Check LO level in reservoir.

OK

Message Text can be calculated or can be delivered from an external system

at run time.

Conditional Task(s) activated on the

fly as needed.

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 Enhanced situational awareness

View existing work request(s) or if needed,

create a new WOR
Dynamically
launch another
mobile
operator
procedure

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 Review, trend & report

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 Reporting in SSRS

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 Integrations
Integrations allows for data to be pushed/pulled to 3rd party systems. Additionally, new integrations can be added to Mobile
Operator to accomplish custom functions or communicate to 3rd party software that is not currently supported.
Some examples of integrations are:
Supported Historian Supported EAM/CMMS Custom
• AspenTech IP21 • IBM Maximo • Primavera
• Honeywell PHD • SAP • LIMS
• AVEVA PI • Infor • Shift Reports
• AVEVA Historian • GE Energy’s System 1
• AVEVA System Platform  • Document
Management
• GPS for Android
• Production Data
• Tietonator EC

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 MOBILE OPERATOR 6.0

Reduced cost of ownership

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 Deutsche
한국어
norsk
Português

Reduced cost of ownership 日本語

Español
русский
中文

Français
Mobile Operator 2020 release

A single deployment can

All plant locations can be
handle multiple time
upgraded at once from a
zones, culture settings, and
single instance.
languages.

Reduced Infrastructure
The cost and planning of
requirements with only
upgrades are drastically
one DB and Sync Server
reduced.
needed.

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 Reduced cost of ownership
Mobile Operator 2020 Release
Time Zone

Time Zone Time Zone Time Zone Time Zone

Corporate

Plant A Plant B Plant D Plant E

Plant C

English Spanish French Italian German

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 Automatically build SOP with Procedure Template Manager
Please note, PTM is a Custom solution and not part of the core product 
T1

Procedure 1 Procedure 1
C3
Procedure 1
C1 T2
Procedure 1
T4
C6 C2 T3
C2 T4
Procedure 1 T3 T2
C8 C4 T1
•
C1 T• 2

C3 C5 • •
• C3 • T3 T2
C4 T1
C2 C7 T1 T2
C7
C1 T2

Components Templates Procedures

• Identify recurring tasks (e.g., check oil level, drain oil,
refill oil, etc.)
• Tasks can include Mobile Operator elements like
conditions, actions, messages, launch procedure, etc.
• Associate these tasks to a Component (e.g., Pump
Lubrication)
• Associate component to Component Procedure
• Manual changes made at the component level will be
automatically propagated to the relevant associated
template(s) and procedure(s) 
• Bundle one or more Component Procedures into • Automatically create Dynamic procedures with one or
Template Procedure more Template Procedures in it
• Associate Template Procedure to Asset Types (e.g., • Associate Procedures to Assets (e.g., CP001A, CP001A,
Centrifugal Pump, Vacuum Pump) etc.)
• Changes made to template(s) via Procedure Template
Manager (PTM) will be automatically propagated to
the relevant procedure(s) 

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 Dynamic procedure builder
Custom extension to build procedures at scale

• Populate Excel template with procedure definitions

• Read the populated Excel template to create IntelaTrac procedures in bulk
• One-time custom exercise which necessitate close collaboration with SOP owner
• This is a one-off activity completed during implementation

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 Why Mobile Operator procedures?
Operating procedures as a service

• Grow and Digitalize AI Business

• Clients Expect Digital Procedures
• Improve Reliability on O&M Contracts and upsell services
• Consistent Work Processes and Data Collection improve
productivity
• Ensure regulatory requirements are met and stored
• Reduce un-necessary administration and keep procedures
up to date
• Build a Digitally Enabled Team of Connected Workers

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 Next Steps

Step 1 Step 2 Step 3

Agree Upon Scope Identify Potential Solutions Confirm Potential Value

• Align on any joint go-to market plans which are • Joint strategic workshops with key stakeholders to • Validate session findings, ensure alignment on
vetted to meet your needs. understand key requirements. Perform technical solutions, priorities and business benefits. Deliver
reviews and define relevant solutions. and review proof of value.

Outcome Outcome Outcome

Mutual understanding of the areas to evaluate, and an Use cases agreed upon, solution demonstrations Business case agreed upon, roadmap for solution
agreed willingness to proceed. completed, and value proposition reviewed. implementation, adoption and transformation in place,
sponsors aligned.

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 This presentation may include predictions, estimates, intentions, beliefs and other statements that
are or may be construed as being forward-looking. While these forward-looking statements represent
our current judgment on what the future holds, they are subject to risks and uncertainties that could
result in actual outcomes differing materially from those projected in these statements. No statement
contained herein constitutes a commitment by AVEVA to perform any particular action or to deliver
any particular product or product features. Readers are cautioned not to place undue reliance on
these forward-looking statements, which reflect our opinions only as of the date of this presentation.
The Company shall not be obliged to disclose any revision to these forward-looking statements to
reflect events or circumstances occurring after the date on which they are made or to reflect the
occurrence of future events.

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@avevagroup
ABOUT AVEVA
AVEVA is a global leader in industrial software, driving digital transformation and sustainability. By
connecting the power of information and artificial intelligence with human insight, AVEVA enables
teams to use their data to unlock new value. We call this Performance Intelligence. AVEVA’s
comprehensive portfolio enables more than 20,000 industrial enterprises to engineer smarter,
operate better and drive sustainable efficiency. AVEVA supports customers through a trusted
ecosystem that includes 5,500 partners and 5,700 certified developers around the world. The
company is headquartered in Cambridge, UK, with over 6,500 employees and 90 offices in over 40
countries.
Learn more at www.aveva.com

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