EMC Documentum #1 Ranked ECM technology for Oil & Gas From Basic ECM needs to E&P Content Aware solutions

Transcription

1 EMC Documentum #1 Ranked ECM technology for Oil & Gas From Basic ECM needs to E&P Content Aware solutions 1

2 Energy & Engineering Sector Market Leadership o Industry Validation ECM Leader in Gartner s Magic Quadrant and Forrester s Wave Undisputed market leader in Energy sector (Daratech) 9 of the top 10 Oil companies use Documentum o Leading Solutions Provider 500+ Energy Customers o Enterprise Deployments Exploration & Production Plant & Facilities Construction/Maintenance Back Office support (SAP, Oracle) o Key Energy Solutions Engineering, Plant & Facilities Management AP/AR Process Optimization (SAP, Oracle) Electronic Well File Management GIS Integration (ESRI) Asset Management Integration (SAP, Maximo) o Commitment Dedicated industry team Largest Partner ecosystem (SIs/ISVs) Ongoing research for new solutions Advisory Councils Membership 2010 ECM for Process & Power Software & Services (est. Retail Sales) $898M USD Overall Segment (up 20.4% from 2009) 2011, Daratech, Inc, Cambridge, MA, USA Reference (charts-ecmppv-pie-1.gif)p Last Updated February 23 rd,

3 EMC Documentum From Basic ECM needs to E&P Content Aware solutions 3

4 Agenda o O&G value chain & industry trends o Content enabled E&P Solutions o Strategic approach to Enterprise Content Management o O&G client case studies o EMC s commitment to O&G o Q&A 4

5 Oil & Gas Value Chain & Industry Trends 5

6 Oil & Gas Sector: Value Chain Trends Exploration Development Production Processing Transportation Refinement Distribution Retail o Optimizing Production at existing or rehabilitated Plants o Increased regulatory control in meeting HSE and other compliance requirements o Reducing operational & safety risk or process risk o Maximise O&G reserve ratios by improving E&P processes o Capturing knowledge (The Great Crew Change ) o Access to up-to-date information critical in reducing downtime o Regulatory compliance via secure & robust Content Management, Retention & ediscovery o Content & Retention/Records Management of high-value content (SOP s, P&ID s) o Collaborative process efficiency & search relevance is key o Focus on Knowledge Management & Collaboration 6

7 E&P Problems Duplication Few Physical Electronic Connections Many & Geo-Spatial Well Well Loss Technical E&P Data Maps Files of Data Disconnections & some Systems Interventions, Version Data Warehouse, Files Control Logs, Landmark, Silos, (usually Electronic/Physical ESRI, Google, Petrel, etc etc Surface, Database, Drilling, Duplication, Databases) Sub-Surface, etc no etc Content Source & of Maps Truth to Data & Outdated & Systems Versions 7

8 Quizz! 8

9 Information management challenges across the project lifecycle Design / Feed Phase EPC Phase Construction Phase Handover Phase Production & Operate Phase Decommission Phase Time/Cost to Market Quality/Standards Interdisciplinary Approvals Progress Reporting Supplier Interaction Health & Safety Invoice Processing Contracts Management Drawing Management Data Transformation Data Extraction Data Packaging Data Transmission Data Quality Plant Downtime Maintenance Management As Built Management Data Security Regulatory compliance Data Longevity Change Control Design / Feed Phase EPC Phase Construction Phase Handover Phase Operate Phase Compliance information Maintenance History As Built Management Data Security Regulatory compliance Data Longevity Change Control Audit history Decommission plans Information Lifecycle 9

10 Content Enabled E&P Solutions 10

11 O&G Value Chain Solutions Upstream Midstream Downstream Exploration Development Production Processing Transportation Refinement Distribution Retail E&P Halliburton, Schlumberger Engineering AutoDesk, Bentley Field Data Collection & Mgt Well File Management Engineering Stds/Procs Quality Specification Mgt HSE Standards/Procedures Project Document Mgt GIS Integration Primary Enterprise Systems Database Oracle, SQL Server GIS ESRI, Intergraph Content management based implementations Bid & Proposal Management EPC processing Quality Specification Mgt Drawing Management Contract Management Engineering Document Control Project Document Mgt Portal SharePoint, BEA Maintenance Mgt SAP PM, Maximo Plant & Facility Management Drawing Management SOP Management Plant Maintenance Integration Project Document Mgt Employee Records Mgt 3D modelling ERP SAP, Oracle Project Mgt Primavera, Bentley Contract Management Intranet Portal AP/AR Processing Website Experience Mgt Customer Portal Call Centre Support Distributor Portal 11

12 Many Problems Face the O&G sector Little Leverage From Project to Project Complex to deliver business specific ROI and enterprise deployment Greater efficiency required around Engineering Document Control High Total Cost of Ownership Associated with Solution Customization No Common Methodology to Ensure Success Point Solutions Create New Information Silos 12

13 Guiding principles driving best practice solutions 1. Industry Based Repeatable solutions Standards based Making project execution less complicated Industry-based solutions & no reinvention 2. Business Ready Configuration only Rapid Deployment Making deployment better & faster Making delivery & rollout cheaper 3. Interoperable & Enterprise Ready Enterprise O&G Information Architecture Integration with O&G primary applications Consistency across the Enterprise Simplify integration & ease of deployment 4. Lower Cost of Ownership Information Management Strategy Executive sponsorship Clearly defined strategy and route to success Strategy commitment & change management 13

14 The history behind our industry solutions D5 D6 14

15 The Value of EMC Information Intelligence Group RSA Security INFORMATION Greenplum INFRASTRUCTURE INFORMATION Data Computing INFRASTRUCTURE PRODUCTS Backup & PRODUCTS Recovery Solutions Storage Consulting & PS 15

16 Harnessing best practice EMC O&G Solutions 16

17 EMC IM Solution Approach Summary Project Process Corporate EPFM Solution Process Tools & Applications Engineering Data Corporate Portal Microsoft Office Oracle EBS Future?? Documentum SOA & Connectors SmartPlant AutoDesk & Microstation Maximo Inspection Aspen Technologies Corporate Portal P&ID I E Engineering Data Engineering Documents Documentum Platform & Repositories 17

18 Well File Management Mark-up GIS Integration 3D Model simulation CAD Management Human Resources Accounts Payable Legal & Contracts Handover Supplier Collaboration Maximo Integration SAP Integration Primavera Integration Portal & Publishing Advanced Reporting Intergraph Integrations O&G solution landscape example Presentation layer SharePoint SAP Portal BI PM application E&P Solutions Design / Feed Phase EPC Phase Extensions & Integrations Construction Phase Handover Phase Exec Dashboard Corporate Operate Phase Solutions Time/Cost to Market Quality/Standards Interdisciplinary Approvals Progress Reporting Transmittals Supplier Interaction Review & Approval Health & Safety Document Numbering Invoice Processing Document Revisions Contracts Management Drawing Management Data Transformation EPFM Essentials Engineering Data Extraction Doc Control Data Packaging Data Transmission Data Quality Breakdown Structures Bulk Loading Engineering Document Control Project Setup Search & Reporting Information Architecture for O&G Plant Downtime Maintenance Management As Built Management Data Security Regulations Design / Feed Phase Enterprise Content Management Platform Distribution Data Longevity Matrices Change Control Project Role Security EPC Phase Construction Phase Handover Phase Operate Phase 18

19 Strategic approach to ECM 19

20 ECM Strategy o Research illustrates the success of ECM depends on physical spend on Strategy & Program Management Source : Doculabs 20

21 ECM Strategy o Step 1: Construct an ECM strategy & roadmap 21

22 ECM Strategy o Step 2: Understand Your ECM Maturity Maturity Level Creation & Re-Use Filing & Description Content Life-cycle Process Support Publishing & Sharing 7 Dynamic rule-based assembly of content Rich descriptive metadata e.g. ISO2788 or semantic web Information life-cycle management & business value Dynamically configured and rule-based process control Dynamic exchange of content + data with 3 rd parties 6 Granular mark-up & re-use Controlled vocabularies Records Management Policies enforced with system support Business process integration & monitoring Assemble & publish content dynamically to 3 rd parties 5 Compound document management Flexible & scalable indexing Life-cycles defined by document type Common processes analyzed & managed Manage & publish granular/ trusted content 4 Document templates & basic assembly process Standard index across enterprise Check-in & check-out used throughout lifecycle Some process analysis & use of workflow Devolve ability to publish documents 3 Use of templates for authoring Departmental registers of physical & electronic documents Basic file locking mechanisms used for archiving Ad hoc workflow Publish documents to a static site 2 Common authoring tools Standard file-plans Basic (manual) policies published Ad hoc processes eg + attachment Printed standards. Iin-house or external publishing function 1 Variable authoring tools Ad hoc foldering. No consistency. No policies. No integration. No common processes Multiple sources & silos of content - recreated or manually copied many times 22

23 Energy client case studies 23

24 EMC Clients Energy case studies Customer Country Solution Italy Malaysia Global Asset Content Management, EPFM Solution, SAP PM Integration, Primavera Integration Order Management, SAP Integration, Engineering Solution ECM, Global Legal Solution, Engineering Solution in 4 Assets Global Saudi Arabia Engineering Solution across 19 different plants Correspondence Management, ECM roadmap, Electronic Well File Management, Records Management 24

25 Oracle ebusiness Suite 25

26 Maximo Integration 26

27 CAD Management Key Functionalities include: Full Integration to Documentum AutoCAD & MicroStation User Interface Integration External Reference (X-Ref) Management Import/Export Attach/Detach Notification/Validation Title Block Synchronisation Repository Browse/Search Tag Data Extraction Equipment Tags Instrument Tags Line Numbers Plot Setting Validators (PSVs) Batch Printing 27

28 SharePoint Integration Key Functionalities include: Purpose-built Web Parts Direct integration to Documentum Repository Web Services Based communication to Documentum Foundation Services (SOA) Familiar SharePoint look/feel Includes typical Content Management features Create/Edit Search/View etc 28

29 EPFM Extensions CAD Management AutoCAD & MicroStation User Interface Integration External Reference (X-Ref) Management Title Block Synchronisation Repository Browse/Search Tag Data Extraction Equipment Instrument Line Numbers Batch Printing and Markup 29

30 Replication of complete SAP Project Structure 30

31 SAP Services for Objects extension 31

32 Import documents 32

33 Links to documents in Primavera During the task execution executor places documents to the folder which corresponds with problem in Primavera. Links to documents transferring into Primavera When you open document in Primavera the transfer by the link to Documentum is occur. 33

34 EMC s Commitment to O&G 34

35 EMC Announcement EMC ANNOUNCES $100 MILLION INVESTMENT IN BRAZIL; TO OPEN BIG DATA R&D CENTER with a focus on Big Data Analytics for the Energy Industry 35

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