Management of Change - Honeywell automation configuration changes must be detected and reconciled with standard procedures . Honeywell Proprietary 11 2012 Why is MOC Important? (Cont’d)

Management of Change Optimizing Management of Change in Industrial Plants

Do you worry about unknown changes

disrupting your process?

Honeywell Proprietary

3 2012

Intelligent Management of Change (iMOC)

Avoid Future Losses Resulting from Today’s Changes

Lifecycle planning

Reliability

Safety and compliance


4 2012

Lifecycle Planning

PROTECT INTELLECTUAL PROPERTY

45% Less Cost to Manage Assets versus Manual Methods

Automate collection and management of

asset information

Avoid reliance on error prone manual entry or knowledge lost with employee attrition


5 2012

Reliability

20-50% Productivity Improvement

Increase system

availability by minimizing incidents caused by

human error

Implement best

practices across the enterprise


6 2012

Safety and Compliance

Automated Approval Process Helps Eliminate Vulnerability

Avoid hazardous situations caused by human error

Enact automated approval processes

Meet enterprise-wide MOC requirements


7 2012

iMOC

Avoid Future Losses Resulting from Today’s Changes

Lifecycle planning

Reliability

Safety and compliance

Management of Change Optimizing Management of Change in Industrial Plants


9 2012

Introduction

• Process plants contain an astronomical amount of data from disparate systems, measurements and applications

• Each system contains a unique and complex collection of tags, programs, databases, and user interfaces similar to the information encoded in the DNA of natural organisms

• Unlike natural organisms, “automation genomes” evolve daily and the data from one system often propagates to others through integration


10 2012

Introduction (Cont’d)

• Improper changes to automation systems can have a tremendous negative impact upon plant safety, availability, and compliance

• Personnel sometimes change control system tuning, alarms and configurations outside of approved constants – posing the risk of upsets and incidents, while making it more difficult to recover from downtime

• With the threat of new viruses, all automation configuration changes must be detected and reconciled with standard procedures


11 2012

Why is MOC Important? (Cont’d)

• A well-designed Management of Change (MOC) process is an essential loss prevention tool for industrial manufacturers

• MOC applies to any company seeking to avoid future losses resulting from today’s changes

• Effective MOC collects relevant data within a process plant, gives it context, and presents this information to personnel where and when they need it


12 2012


• In a typical industrial operation, the approval process for major re-work does not always address specific changes within the automation layer

• Most MOC systems tend to be either paper-based, or an electronic version of the paper-based system, and utilized in conjunction with a work order

• Current MOC methodologies often result in changes being filed away and forgotten after the change has been implemented


13 2012


• Effective Management of Change must provide: – Protection of intellectual property associated with control strategies,

graphics, interfaces, interlocks, and alarm management strategies by capturing and documenting knowledge

– Business continuity assurance with quick root cause analysis and business operations recovery of critical process automation knowledge

– Intelligent management of change workflow instructions for making and approving changes


14 2012

What is Honeywell’s Approach? • Intelligent Management of Change (iMOC™) is an innovative

workflow process management application for those concerned with meeting enterprise-wide MOC and compliance requirements – Provides a unified and efficient way to manage change, security and

compliance across plant control and safety systems while improving reliability through risk mitigation

– Designed for use by plant supervisory personnel with access to modify critical systems, controllers and databases • Distributed control systems • Safety systems • Programmable logic controllers • Field instrumentation databases • Advanced solutions

iMOC™ is a trademark of PAS, Inc.


15 2012

What is Honeywell’s Approach? (Cont’d)

• Unlike “homegrown” MOC tools, iMOC is an integrated add-in module that runs on top of DOC4000® software to map the automation genome of industrial plants – Leverages Web 2.0 technologies to facilitate information push and

collaboration

– Aggregates and contextualizes configuration databases, programs and user interfaces

– Simplifies the visualization and management of information in plant automation systems

DOC4000® is a registered trademark of PAS, Inc.


16 2012

What is Honeywell’s Approach? (Cont’d)

• With iMOC added to DOC4000, Honeywell customers are able to manage proposed changes through an automated and highly organized approval process

• iMOC solution is either specific to the user’s control system environment or integrated with an enterprise-wide MOC infrastructure


17 2012

How Does the Solution Work?

• iMOC leverages context-based information in the DOC4000 database to create a robust and automated MOC process for industrial control systems – Automatically compiles the initial information and documentation

needed to start an MOC process

– Changes are reconciled in the system to those outlined in the MOC package

– End user defines the workflow and process so the solution is endlessly configurable to meet the needs of a particular site or facility


18 2012

How Does the Solution Work? (Cont’d)

• Together, iMOC and DOC4000 provide a complete solution for managing changes from their inception all the way to completion, as well as verification that changes were made properly – Customized workflow process

definition and checklist – Detects and reconciles

automation changes – Configurable checklist ensures

approval is facilitated properly – Automatically pushes information

to next person required to take action

– Routes MOC package for approval – Integrates with existing

MOC processes


19 2012

What’s the Value to Customers?

• Supported through Honeywell’s Global Technical Assistance Center, the iMOC solution offers important benefits to Honeywell customers around the world – Manufacturers who need to meet compliance requirements for

MOC and avert incidents that can be costly to production and reputation

– Industrial organizations seeking to avoid problems, mitigate the risk of environmental incidents, and accelerate restoration of operations as part of disaster recovery


20 2012

What’s the Value to Customers? (Cont’d)

• Unlike MOC strategies limited to “change tracking” only, Honeywell’s approach enables industrial facilities to: – Avoid making mistakes (by adding the pre-approval requirement)

– Know what changes have been made to their systems

– Assess what happened to cause a situation

– Resume operations after recovering from incidents or downtime

– Boost project implementation productivity


21 2012

What are the Business Results?

• iMOC enables increased safety and compliance by effectively managing changes and approvals – Supports enhanced workflow management, including workflow

process definition, checklists, transitions and information push

– Protects against threats of cyber attacks and safety hazards

– Improves handling of critical issues, including undocumented changes

– Improves regulatory compliance

– Reduces error-prone MOC tasks and unauthorized changes that increase risk


22 2012

What are the Business Results? (Cont’d)

• iMOC captures and protects intellectual property at 45%* less cost than manual methods – Detects all automation changes – Reconciles MOC cases to changes in the automation system – Automatically generates reports of un-reconciled changes – Documents all changes made to the system, allowing for fast root cause

analysis to ensure business continuity – Saves days of investigation and potentially significant financial impact to

production

• iMOC also reduces project costs by as much as 15% by using automated documentation capabilities to create as-built configuration documentation

*Analysis over 3-year period compares cost of software, implementation and ongoing support


23 2012

Conclusion

• If automation assets are part of your plant’s critical infrastructure, then an effective MOC solution is a key necessity

• Proper MOC is also a best practice from both a safety and economic viewpoint

• Honeywell’s iMOC solution for the process industries prevents incidents, which improves safety, reliability and profitability, and helps ensure regulatory compliance