Lifecycle Services External

8/6/2019 Lifecycle Services External

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ht 2011 Rockwell Automation, Inc. All rights reserved.

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Lonnie MorrisSr. Product ManagerLifecycle Management Services

Lifecycle ManagementServicesIdentifying and Reducing AutomationObsolescence Risk as You Migrate to NewTechnology


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Copyright 2011 Rockwell Automation, Inc. All rights reserved. 2

Agenda

1. Automation Obsolescence Defined

2. Current Market Conditions & Challenges

3. Identify / Quantifying Obsolescence Risk

4. Eliminating Obsolescence Risk

5. Mitigating Obsolescence Risk

6. Summary


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Defining Automation Obsolescence Risk

What isAutomation Obsolescence Risk?

The riskautomation users take (knowingly orunknowingly) utilizing products which are no longeravailable for sale and have limited to noserviceability remaining.

The goal is quite simple:

Help you maintain awareness ofautomation obsolescence and

develop a strategy to mitigate andultimately eliminate this risk.


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What we hear from you?

Economic uncertainty and rapidly advancingtechnologies are driving a focus towards the

development of improved obsolescence strategies.

How do I better quantify myobsolescence risk to plant

management?

I must keep myequipment running

I want to migrate on my

timelineWhat options are

available to reduce my

obsolescence risk?Help me identify what

products are obsolete

in my plant


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What is being asked you?

While at the same time..Assets are Aging & Obsolescence Risk is GROWING

Nearly 3/4 of U.S. plants are more than 20 yrs old (source:Industry Week/MPI)

The installed base of Legacy Automation Systems reaching

the end of their useful life is equivalent to over $65B (source: ARCAdvisory Group)

Manufacturersare being askedto Do More

with Less

Contain CostsImproveProductivity

Reduce Risk


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What we want you to know.

The following product families are no

longer produced:

A number of popular Rockwell Automation productsare no longer produced or nearing the end of their

production.

Family Discontinued Date

1336 (PlusII, Impact,etc.)

1395 DC

1397 DC

1398 Ultra 100/200

1557 MV Drives

PanelView Standardand e

160 Standard Drives

October2010

March 2010

March 2010

October2010

Sept 2003March 2009

December2009

The following product families are inmature phases with some products inSilver or beyond:

1771 I/O 43% of platform

1305 drives

1326AB servo motors

1394 motion products

1785 controllers (select)

DISCONTINUED Product - Catalog numbers no longer inproduction. Limited to no quantities available for sale.

SILVER Product Finite production remaining (estimated 0-24months). Limited quantities available for sale.

ACTIVE Product Full production. Product available for sale.


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Do you have a lifecycle plan?

In a 2010 study of process automation users, Automation

Research Corporation (ARC)identified that 88% of these users confirmed the use of

automation beyond the

manufacturers obsolescence date. In this same study, a clearmajority of users

acknowledge to having NO lifecycle plan.WE CAN HELP


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PlantReliability

Data Security

BudgetPlanning

Data

ProductQuality

ProductionRates

Plant FloorSafety

How do you?

Without impacting

IdentifyObsolescence Risk

MitigateObsolescence Risk

EliminateObsolescenceRisk

While improving


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10/31Copyright 2011 Rockwell Automation, Inc. All rights reserved. 10

What are Lifecycle Management Services?

Lifecycle Management Services are three offerings

that identify, mitigate

and eliminate automation obsolescence risk forcustomers.

Installed Base Evaluation

with Lifecycle Analysis

Migration Planning

Support Services

Assessment

LifecycleService

Agreement

Risk

Identification

RiskMitigation

RiskElimination

Services designed to

maximize life of discontinued plant

floor automation

MigrationServices

Lifecycle Management Services



LIFE

C

YC

LE

SER

VICES

Assessm

ent

Migratio

n

Services

Lifecycle

Service

Agreement



Assessment Service

Assessment includes:

Identification of automation obsolescence risks

Identification of product lifecycle status viaplant hierarchy

Identification of migration priorities

MRO analysis including location & optimizationrecommendations

Grounding, environmental & ventilationinspection reporting

Full reporting

Five (5) service levels available:

1.Rockwell Automation electronic repairable only*

2.All OEM electronic repairable3.Rockwell Automation repairable & consumableonly

4.All OEM electronic repairable & consumableonly

5.Specialized evaluation (motors, mechanical,mechanical machines, etc)

* Lifecycle Analysis is ONLY available on RockwellAutomation products

Installed Base Evaluation (IBE) with Lifecycle Analysis:

Site delivered assessment that provides actionable intelligence to help youmake data driven decisions regarding your installed base assets ofautomation products.

Lifecycle analysis provides you with additional value

at no additional cost.



Assessment Process

On-site data collection bya Rockwell Automationservice engineer

Plant Hierarchy

Panels & Storeroom

Operating Environment

Off-site processingand analysisdetermines plantlifecycle risks andoverall MRO

inventory status

Delivery oflifecycle reportinghighlighting MROrisks via planthierarchy

Step 1

Field Collection

Machine Safety, Energy, Arc Flash, Networks and Software

assessments may also be performed at the same time.

Step 2

Processing

Step 3

Delivery
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Lifecycle Site Report

Lifecycle Reporting

Lifecycle Location / Line ReportLifecycle Machine Report

Lifecycle Panel Report

Plant Bill of Materials

Product By Location

Simplified Red-Yellow-Green lifecyclecoding identifies production status

associated service risk

Inventory Analysis

Critical information necessary to develop support planning and

migration prioritization



Providing Options for Obsolescence

Mitigatingobsolescence risk untilcapital funding becomesavailable

MitigateRisk

Lifecycle Service Agreement

Most solutions will incorporate both options

NEW

Eliminatingobsolescence risk

through productmigration

Eliminate Risk

Lifecycle Migration



Obsolescence Elimination

LIFE

CYCLES

ERV

ICES

Assessm

ent

Lifecycle

ServiceAgre

eme

nt

Migration

Services

Eliminatingobsolescence riskthrough productmigration

Eliminate Risk

Lifecycle Migration



Migration Solutions: Turnkey to Self-Serve

Migration planning & execution options to

meet YOUR needs

Self-ServeTools &

Programs

Global execution of

complete turnkeymigrations with the

power of Rockwell

Automation standing

behind you

Integrator

s &Solution

Providers

Turn-keySolutions

Global network of trusted

systems integratorsoffering broad experience

in Rockwell Automation

technologies

Programs & Tools

developed by RockwellAutomation to help you

expertly and quickly

migrate to newer

technology at your

pace

Mi i S l i



Migration Solutions:Rockwell Automation Solutions & Services

Global turn-key migration planning & executionto provide complete lifecycle support of your

automation investment

Project Management

Identify & prioritize highestobsolescence risks

Identify migration ROI through costavoidance and uptime improvement

Collaborate and recommendmigration timing & sequencing

schedule

Global Execution Full scope capability from concept to

support

Front End Engineering & Design

Turnkey Engineering, Procurement &Construction

Installation, commissioning & support

Domain Expertise 500+ global field resources in over

80 countries Average of 13+ years industry

Mi ti S l ti



Migration Solutions:Global Network of System Integrators

Solution Providers

Lead with Rockwell AutomationTechnologies in their solutions

Over 100 companies globally, 45companies in North America

Integrators

Trusted advocates of RockwellAutomation technologies


Developers

Broad experience with RockwellAutomation technologies


Find a qualified Rockwell Automation SystemIntegrator in your area:

http://www.software.rockwell.com/corporate/sp/RASISearch.cfm

RASI

IntegratorsIntegrators

Solution ProvidersSolution Providers

DevelopersDevelopers

OverOver

35003500

globalglobal

participparticip

antsants

Mi ti S l ti


20/31Copyright 2011 Rockwell Automation, Inc. All rights reserved. 20(Confidential For Internal Use Only) Copyright 2011 Rockwell Automation, Inc. All rights reserved. 20

Migration & Conversion Tools

Installed Base Evaluation to provide productobsolescence status reporting

Code and graphic conversion utilities

Migration wizards to aid in correct productselection

Network adaptors to allow use of existing I/O

Network adaptors to enable phased migrations(RA & 3rd Party)

Swing Arm Adaptors that preserve existing fieldwiring

Hardware and software migration demos

Migration guides to assist in migration from

existing to newer platforms

Commercial Migration Programs Financial Incentives

Commercial programs may exist offeringfinancial incentives to upgrade existingproducts to newer Rockwell Automationproducts

Migration Solutions:Tools & Commercial Programs

Programs & tools to enable customers to migrate at

their own pace



Obsolescence Mitigation

Mitigatingobsolescence risk untilcapital funding becomesavailableLifecycle Service Agreement

LIFE

CYCLES

ERV

ICES

Assess

ment

Lifecycle

ServiceAgre

eme

nt

Migration

Services

MitigateRisk

NEW




Agreement Features & Benefits

Minimize duration of downtime eventso Supplement technicians knowledge &

reliability to support discontinued plant floorautomation without increasing staff

o Add spare parts/repairs without increasingassets

Increase timeline to plan for capitalexpenditures

Includes migration planning

Maintain on-going awareness of automationasset lifecycle changes


A service contract designed to minimize the risk of operating discontinuedRockwell Automation hardware on critical equipment as you migrate to newertechnology.

Base agreement components: Reserved Repair(or exchange when available) Remote Support for Discontinued Product On-site Support for Discontinued Product Annual IBE Refresh Up to 5-year agreement options

Supported Rockwell Automation products: AC & DC drives

Programmable controllers Operator interfaces Medium voltage drives Motion products



A Bridge to New Technology

(Confidential For Internal Use Only) Copyright 2011 Rockwell Automation, Inc. All rights reserved. 23

1Parts

& Repairs

Reserved

Repair

On-site Support

Discontinued Product

3On-SiteSupport

Remote Support

Discontinued Product

2Remote

Support

A single, comprehensive agreement created with three pillars designed

to mitigate risk and support your migration efforts



Elements of a Lifecycle Service Agreement

Reserved

RepairAccess

Remote

Support forDiscontinued

Product

On-site

Services forDiscontinued

Product

A Reserved Repair is areservation ensuringaccess to Rockwell

Automation repairservices even whencapabilities becomeconstrained or finite fordiscontinued products.In the event of product

failure, customers witha Lifecycle Service

Remote Support forDiscontinued Productconsists of unlimited

web support (onebusiness day response)providing technicalassistance forinstallation,configuration,

troubleshooting,dia nosis, basic

On-site Services forDiscontinued Productincludes annual

preventive maintenanceservices and migration /conversion planningsupport for alldiscontinued productsincluded in the

agreement. For IBEcustomers, an update

1 2 3(or exchangewhen available)



Definition: Reserved repair provides a repairreservation for product(s) no longer available forsale

Reserved Repair

Activities Customer supplies minimum number of

required repairs for each product to align withthe duration of the agreement

Customer to review historic usage, criticality of

equipment, maintenance practices, attrition/replacementprojections, etc. Rockwell Automation can provide historic repair usage (if

necessary)

Rockwell Automation to confirm supportcapabilities

Deliverables Rockwell Automation to provide unit based

repair availabilityover period of agreement(e.g. 4 repairs over 3 years, whichever comes first)

Secured material, personnel, test equipment,procedures, documentation, systems, etc.

Value

Assurance of availability No repair charges unless repair is performed

1Parts& Repairs



Activities Installation & configuration support

Troubleshooting & problem diagnosis

Basic programming instructions Best practice recommendations

Deliverables Unlimited support cases

One (1) business day response

Access to Rockwell Automation SupportCenter

Option: Phone support, 8-5 EST

Value

On-going support for discontinued product Continued su ort when our le ac

Remote Support for Discontinued Product

Definition: Remote support for discontinued

product provides unlimited access to websupport for all products covered in serviceagreement

2RemoteSupport



On-site Services for Discontinued Product

3On-siteServices

Definition: On-site services for discontinuedproduct includes annual preventive maintenancevisits and migration planning supportActivities

Annual inspections to perform tests andremediate issues

Identify and target areas with highest risk formigration

Lifecycle collection update (for IBE customers)

Deliverables Maintenance checklist Migration plan/schedule Option: Turn-key migration services with pricing

Updated Lifecycle IBE report (for IBE customers)Value

Reduced extended unplanned downtime due toobsolescence

Maximized equipment life Managed migration planning supportOn-site Strategy: Monitor and maintain discontinued

products while supporting migration planning


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Results Identified lifecycle status of over

7,000 Rockwell Automation

products thru IBE

Identified MRO spares inventory

gapsto eliminate downtime

associated with

parts access

Developed comprehensive

lifecycle agreement to support

current installed base for thenext 5 years. The lifecycle

package consists of remote

technical support, on-site

preventive maintenance and

migration consulting, as well as,

access to service inventory toaddress MRO a s.

Customer Case...Lifecycle Support

Large Window & Doors Manufacturer Produces over 6 Million Windows & Doors Annually

Over 9,000 employees

Main Facility: 65 Acre, 2-Stories of Manufacturing

Customer

Performed plant-wide assessment to identify

installed assets and lifecycle status

Initiated lifecycle support agreement to mitigate

downtime risks

Placing asset management consultant on-site

Solution

Develop a comprehensive automation support strategy to

address the MRO needs of a highly automated manufacturing

Minimize downtime events

Improve data integrity for EAM (Enterprise Asset

Management) System

Challenge


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Documents

Lifecycle Services External