leveraging bi into oil & gas operations through gis matt thomas sr. gis specialist, spectra...
TRANSCRIPT
Leveraging BI into Oil & Gas Operations Through GIS
Matt Thomas Sr. GIS Specialist,
Spectra Energy Transmission
Where Do We Start?
3
What are the Critical Success Points?
Formulate a Plan– Commit to a vision, mission
& strategy– Position organizational
structure to support– Understand user needs
Oversee Development– Standardize through
Nomenclature– Create oversight committees
& change control boards
Be Prepared!– Use Nomenclature to prep
data– Develop integration plans– Document workflows – Apply gap analysis where
appropriate
Apply ‘intelligence’ to the data– Carry key attribution elements– Utilize spatial query
capabilities– Provide ad-hoc analysis
capabilities to users
4
Courtesy of NBC
Bring order out of chaos…
Before… …After
Building a Firm FoundationNomenclature/Taxonomy…
5
1. DefineWhat’s the problem?
Who can fix it?What’s the process?
1. DefineWhat’s the problem?
Who can fix it?What’s the process?
2. MeasureCan I explain a problem
with data?
2. MeasureCan I explain a problem
with data?
3. AnalyzeWhat’s the real problem?
3. AnalyzeWhat’s the real problem?
4. ImproveLet’s improve the process!
4. ImproveLet’s improve the process!
6. ReportTell others
Implement best practices
6. ReportTell others
Implement best practices
5. ControlDid we improve?
Did we save money?
5. ControlDid we improve?
Did we save money?
BPIBPIModelModel
Building a Firm FoundationBusiness Process Improvement…
6
1.1a – Create a Location (Region, Business Unit, Area, Segment, Line, Valve Section, Valve Site, Asset Location)
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Bu
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1.1.1Initiate
GIS Work Order
(Work Order A)
Maximo
Supervisor1.1.2
Create Location Name and ID
per Work Order A & Complete Data
Template
GIS Specialist
GIS
1.1.4Conduct
Nomenclature Check per Work
Order B
Maximo
Nomenclature Sp.
Nomenclature OK?
Maximo
1.1.7Complete
Work Order B
Nomenclature Sp.Yes
Nomenclature Sp.
1.1.8Initiate
EAM Support Work Order
(Work Order C)
Maximo
Nomenclature Sp.
1.1.9Initiate
Drafters Work Order
(Work Order D)
Maximo
To:1.3
Notes:Work orders B, C and D will be created as follow-up work orders. This will link all of them to work order A and allow monitoring via the Related Records tab.
In addition to completing the job plan steps associated with each work order, each department can record notes on the work log for their work order.
A
B
Nomenclature Sp.
1.1.5Email Proposed
Changes to Mapping
Outlook
No
GIS Specialist 1
1.1.6Make Corrections
GISMaximo
1.1.3Initiate / Reinitiate CDS Work Order (Work Order B)
GIS Specialist
From2.1a
1.1b – Create a Location (Region, Business Unit, Area, Segment, Line, Valve Section, Valve Site, Asset Location)
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IS &
As
Bu
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No
Yes
Geographical Data Update Required?
GIS Specialist 2
Spectra Network
1.1.20Complete
Work Order A
1.1.18Verify
Geopraphical Data is Ready for Distribution
Maximo
GIS Specialist 2
Maximo
Maximo
1.1.21Complete
Work Order C
Role?Role?
1.1.16Load Info into
Maximo & Complete Associated Activities
1.1.14Notify Mapping
via Emailto Update
Schematic File
Role?
Role?
1.1.15Complete
Work Order D
Maximo
EAM Support
1.1.10Attach Pertinent
Information (e.g. Parent / Child)
to Work Order C
Maximo Maximo
1.1.11Attach Pertinent
Information (e.g. Segment / Line
Name ) to Work Order D
Maximo
Role?
A
B
Drafter
1.1.12Verify & Update
Schematics
Microstation Spectra Network
1.1.13Schematics Released for Distribution
Role?
Outlook Maximo
EAM Support EAM Support
1.1.17Notify Mapping
via Email of Added Location
Outlook
1.1.19Communicate
Geographical Data Results
to EAM Support
GIS Specialist 2
Maximo
End
From:2.3.22
1.3 Gap Analysis
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MS Access
CDS Data Analyst
1.3.8Monitor Gap
Analysis Report Weekly to Ensure
Items Are Corrected
1.3.11Make Corrections
as Required
Drafters
Microstation
1.3.1Run GIS Queries
GIS
CDS Data Analyst
Maximo
1.3.2Run Maximo
Queries
CDS Data Analyst CDS Data Analyst
MS Excel
1.3.3Run Schematic
File Queries
1.3.4Compile Data from GIS, Maximo and
Schematic File into Access Database
CDS Data Analyst
MS Access MS Access
1.3.5Identify
Discrepancies Between Data
Sources
CDS Data Analyst CDS Data Analyst
MS Access
1.3.6Create Maximo Work Orders to
Distribute Weekly Gap Analysis
Results
Urgent Item(s) Not Completed
(1) ?
EscalationProcess
AgedItem(s) (2)?
MS Access
1.3.8Note Issue and
Expected Completion Date
CDS Data Analyst
Maximo
1.3.7 Follow Work Order String to
Current Assignee
CDS Data Analyst
Yes
No
Aged Items Report
NOTE:(1) Urgent Items result from compliance requirements. This condition applies when CDS Analyst has spoken to the responsible person and the agreed expected completion date has passed.
(2) Aged Items refer to items that CDS Analyst has researched and spoken to the responsible person, but the agreed expected completion data has NOT passed.
From:1.2a
From:1.4a
Location or Asset?
Location or Asset?
To:1.4.7
To:1.5a.1
Location
Asset
To:1.4.7
To:1.5a.1
Location
Asset
2.2 – Nomenclature Establishment
Bu
sin
ess
Use
rC
om
plia
nce
Da
ta S
yste
ms
(CD
S)
Start
2.2.2Receive
Nomenclature Inquiry or Request
Email / Phone
Nomenclature Sp.
EDGE
2.2.3Direct Requestor
to EDGE Nomenclature Documentation
Nomenclature Sp.
Existing Nomenclature?
Yes End
Template
Nomenclature Sp.
2.2.4Send
Nomenclature Template to
Business User
No
Business User
2.2.1Request
Nomenclature Add / Delete / Edit
Email / Phone
Complete Nomenclature
Template
Template
Nomenclature Sp.
2.2.5Review Completed
Template
Nomenclature Sp.
Manual
2.2.6Confirm Unique Value for Data
Element Category
Nomenclature Sp.
Manual
2.2.7Validate
Nomenclature Against Industry
Standards
Manual
2.2.8Validate
Nomenclature Against “Do Not
Use” List
Nomenclature Sp. Nomenclature Sp.
2.2.9Submit to CDS
Manager for Approval
Template
Approved?
EDGEEDGE
Nomenclature Sp.2.2.12
Notify Business Owner of New
Nomenclature & Provide Link to
EDGE
2.2.11Verify that
Updates have been Published on
EDGE
Nomenclature Sp.
2.2.10Update Applicable EDGE Documents
Nomenclature Sp.
No
Yes
Nomenclature Sp.
EDGE
2.2.13Post
Announcement on EDGE Homepage
As Required
Building a Firm FoundationUnderstanding Workflows…
7
Understand the Users & Their Needs
Operations
Business Development
Technical Services Management
• Access to near real-time positional data
• Clear & concise information
• Ability to report back on data errors
• Access to latest operating schematics
• Access to source data
• Ability to update data
• Ability to create QA/QC reports
• Peripheral applications
• Accurate positional info
• Access to 3rd party data
• Red-line tools
• Ad-hoc printing
• Ability to see “big picture” elements
• Uncomplicated interface
• Combination of data sources to form a single output
• Accurate reports
8
Initial Focal Points…
• Pipeline Integrity Assessment Plan
– Identify need and gaps between “as-is” and “to be”
– Implement phase one
– Position for phase two
• Integration of Existing Applications with GIS
– One Call
– Maximo
• Provide Tools for Accessibility
– Web-based GIS
– ROW viewer
– Mobile computing solution
9
What is the business need…
•Create an automated system to manage assessment planning details and replace paper forms.
•Develop cost-effective measures for maintaining these details and providing access to various users in the form of paper reports and/or geographic representation (through a GIS interface).
•Marry assessment details to subsequent mitigation and remediation activities
Initial Focal PointsPipeline Integrity Assessment Plan…
10
Integrated Components…
•Inspection Location– Serves as the integration key value– Sourced from (and owned by) GIS– Reflects “as-is” pipeline configuration
•HCA History– Maintained as part of annual HCA program– Helps establish risk
•Risk Model– Quantifies priority
Initial Focal PointsPipeline Integrity Assessment Plan…
11
Pipeline Integrity Assessment PlanExisting Forms
12
Pipeline Integrity Assessment Plan Inspection Locations…
13
Pipeline Integrity Assessment Plan Ledger-based Transactions…
14
Pipeline Integrity Assessment Plan Change Management…
15
Assessment Planning
Assessment Planning
Inspection Location
Inspection Location
HCAHCA
RISKRISK
ILIILI
OneCallOneCall
EAMEAM
G/PRISMG/PRISM
PACMANPACMAN
Pipeline Integrity Assessment Plan Systems Connectivity Model…
16
Provide Effective Oversight & ControlsProvide Effective Oversight & Controls
Initial Focal PointsWeb-based GIS…
17
Initial Focal PointsIntegration with Maximo…
18
Initial Focal PointsIntegration with One Call…
19
Initial Focal PointsROW Viewer…
20
Initial Focal PointsROW Viewer…
What Has Changed?
22
FRAMME EWEB
Reports
Construction Survey Imagery
Standards
System Maps
Alignment Sheets Operating Schematics
WorkMgmt
OCS(Petris)
P/L Integ& Risk
X-MAP(DeLorme) ?
Queries Lease Data
Gas Measure-
ment
CoreGIS
EDGE& Share
Point
What has Spectra Energy Changed?As-Built Information…
23
What has Spectra Energy Changed? Proactive Data Gathering…
24
What has Spectra Energy Changed? Corridor Management…
Design PhasePreliminary
SurveyConstruction
As-Built Survey
As-Builts Completed
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
No No No
Yes
Yes
Operations Data Access (“In the know”)
Design Phase Preliminary Survey
ConstructionAs-Built Survey
As-Builts Completed
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Yes
Yes
Yes
Yes
Yes
Operations Data Access (“In the know”)
Route
Location &
Station S
ites
0 months 12+ months1-4
months8-12
months
TIMELINE
4-8 months
TIMELINE
Proposed
Routes &
A
lternates
Surveyed R
oute, S
tructures, etc.
Route
Location &
Station S
ites
Valve
Locations, O
perating Inform
ation
Detailed
As-B
uilt D
ata
Detailed
As-B
uilt D
ata
0 months 12+ months1-4
months8-12
months4-8
months
Existing As-Built Data Flow
Proposed As-Built Data Flow
Schematics Generated
Schematics Generated
Design PhasePreliminary
SurveyConstruction
As-Built Survey
As-Builts Completed
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
Data sent to Houston?
No No No
Yes
Yes
Operations Data Access (“In the know”)
Route
Location &
Station S
ites
0 months 12+ months1-4
months8-12
months
TIMELINE
4-8 months
Detailed
As-B
uilt D
ata
Existing As-Built Data Flow
Schematics Generated
What’s Next?
27
What’s Next For Spectra Energy?
•New Systems to Better Position Technical Infrastructure
– Esri implementation for CORRMGT (Corridor Management) to work alongside Intergraph platform
– Raster management utility
– Integrated business processes managing information handoff between upstream activities (i.e. E&C) and operation services
• Improved Data Mining Tools
– Implementation of an executive/management dashboard
– Silverlight-based web application
– Implementation of operations ROW GIS
28
P/L Integrity
Data
Maximo
One Call
EDGEMap
Operating Schematics
Land Base Imagery
Quads Other Data
3rd Party Electric
3rd Party Pipeline
X-MAP
BSDI Project Data
E&C Project Data
Alignment Sheets
Facility Drawings
DOT Reports
Facilities Reports
Company Nomenclature Resources
System Maps
Public Awareness
Links & Information
Graphic Alignment
ReportIntegrity Reports
Risk Assessment
asset
details
location
details
Corridor Mgmt
ROW & Lease Data
GPRISM
What’s Next For Spectra Energy?System Integrations…
Executive/Management Dashboard
29
What’s Next For Spectra Energy?Management Dashboard…
30
MonitorMonitorDashboards, scorecards and alerts
AnalyzeAnalyzeDrill down, exception reports, root-cause analysis, multidimensional
analysis
ReportReportDetailed operational data
Sharing standardized reports
PlanPlanCreate plans, models and scenarios, which are then fed back into the monitoring
layer and encoded as targets and thresholds.
?
What’s Next For Spectra Energy?Management Dashboard…
What’s to be Gained?
32
Impact of Changes
•Direct Cost Benefits
– Net savings in aerial imagery program of 20-30% annual budget of $600,000 (U.S.)
– Potential savings of 80% annual operational support budget for Pipeline Integrity activities
– 50% reduction in As-Built costs ($300,000 U.S. annually)
– Home-grown GIS viewers allow control over application costs
• Intangible Benefits
– Better situational awareness across enterprise
– Improved communication
– Improved confidence resulting from better transparency
33
What is Still a Struggle?
•Organizational changes shift momentum
• The gap between the central office & the field is still wide
• Engineering: the notion that the project ends when the gas starts flowing!
• “It’s worked for 20 years – why change now?”
•Gaining universal acknowledgement that data IS a company asset
• Keeping data confidence high
• Like everyone, lots of work/limited resources
It IS improving…
35
Thank You for Your Time!!!
QUESTIONS?
Matt ThomasSr. GIS Specialist,
Spectra Energy Transmission