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Slide 1
AV-10
Integrating ArchestrA Workflow
for Avantis
Presenters
Dan Marsillo
Victor Lough
© 2012 Invensys. All Rights Reserved. The names, logos, and taglines identifying the products and services of Invensys are proprietary marks of
Invensys or its subsidiaries. All third party trademarks and service marks are the proprietary marks of their respective owners.
Our Customer’s Challenges…
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Responding to market dynamics
Driving higher levels of quality/consistency
Managing compliance & regulation
Coordinating with suppliers & vendors
Reducing operating costs
Managing global operations
Increasing operational excellence
Global pressure to improve safety, compliance, quality, productivity and cost
are forcing companies to evaluate and improve their business processes.
Slide 3
What is ArchestrA Workflow Software?
ArchestrA Workflow Software is an application that
enables companies to automate processes that
include people, operational, and business systems.
ArchestrA Workflow Software enables companies to
Model, Execute, Analyze and Improve work
processes to drive higher levels of collaboration,
productivity, and innovation.
Slide 4
Example BPM (Bus Process Mgt) Scenario
Maintenance event
occurs at shop-floor
Workflow
Initiated
Supervisor notified
( SMS, Email )
N
Decision to
HOLD
production
Production
continues
Maintenance Tech.
receives maintenance
order on mobile device
Maintenance Tech.
completes order
Slide 5
Event automatically
captured and context
prepared
Communication with
context sent to
Maintenance
B
P
M
Communication
shared with Supervisor
Y
Concurrent
communication with
Production Scheduler
& EAM Application
Maintenance notified
( SMS, Email )
Maintenance
performs inspection
and submits report
Maintenance order
created in EAM app.
Scheduler updates
production schedule
Communication with
Maintenance Tech.
Concurrent
communication with
Production Operator
& EAM Application
Maintenance order
closed in EAM app.
Production Operator
notified to start
production
Management of Change Process
• Management of Change (MOC) is a process for evaluating
and controlling modifications to a facility (design, operation,
organization, or other activities) prior to implementation
• The rationale for MOC is to make certain that new hazards
are not being introduced and that safety of employees, the
public or the environment is not compromised unknowingly
• In the US, OSHA has regulations that govern how changes
are to be made and documented. The main requirement is
that a thorough review of a proposed change be performed
by a multi-disciplinary team to ensure that as many as
possible viewpoints are used to minimize the chances of
missing a hazard.
Slide 6
Changes (examples)
• Process Equipment
• Process Control
• Safety Systems
• Site Infrastructure
• Operations & Technology
• Preventive Maintenance
• Procedures
• Material Inspections
• Staff
Slide 7
What are Production/Manufacturing
Business Processes?
Generic definition of a process…
• A process is a series of steps or tasks aimed at
accomplishing a defined, business objective
In Production environments, most processes are…
• Embedded in commercial and custom applications, and
• People-driven processes that are required to fill the “white
space” between the existing applications
Slide 8
What are Production/Manufacturing
Business Processes?
In Production environments, a process could be…
• Releasing a new recipe to the plant floor
• Approving the release of a new product
• Starting-up or shutting-down a production process
• Resolving a quality issue within a production process
• Responding to an emergency maintenance request
• Staging raw materials in a production area
• Responding to an adverse alarm condition
• Collecting environmental data
Slide 9
Demo Process
Slide 10
ArchestrA Workflow Orchestrates People
& Applications into Effective Processes…
Enterprise Apps:
• ERP
• PLM
• SCM
• CRM
• APS
People:
• Quality Assurance
• R&D
• Maintenance
• Operations
• Engineering
• EH&S
• Facilities
Slide 11
ArchestrA
Workflow
Production Apps:
• Maintenance
• Quality
• LIMS
• MES
• Scheduling
• Simulation
• Optimization
• Control
Microsoft:
• Exchange, Word,
SharePoint, SQL,
InfoPath, BizTalk,
Visio
What is ArchestrA Workflow Software?
ArchestrA Workflow Software
Enterprise Console
Mobile Phones
Outlook
Desktop
Messenger
Custom
ECS Connectors
BPM/Workflow Services
Business Connectors
System Platform
Integration layer
SharePoint
IntelaTrac
MES, Batch
ROMeo
EMI
Partner Applications
Industry Applications
Process Mgmt.
BAM KPI
Forms (Optional)
Engine
Microsoft .NET
Microsoft SQL
Slide 12
PDA
BizTalk
SAP
Exchange
Office
Custom connectors
ArchestrA Workflow
BPM Watches the Processes
involved in Manufacturing …
Time
Events
Machine
Status
Operator
Data Entry
Machines
Slide 13
Operators
Process
Values
Process Control
Business
Transactions
Business Systems
And initiates (triggers) other
Processes …
… using a
language that
THEY understand
Slide 14
Machine
Commands
ArchestrA
Workflow
Operator
Instructions
Setpoints/
Process Values
Business
Transactions
ArchestrA Workflow Software
“Key Elements”
Model
Model
the
process
Improve
the
process
Execute
the
process
Model the Process – Create Processes, Forms, & Reports
Execute
Analyze
the
process
Execute the Process – Manage & Escalate Tasks, Coordinate Resources
Analyze
Analyze the Process - Find Bottlenecks, Get Alerts
Improve
Improve the Process – Continuous Improvement
Slide 15
ArchestrA Workflow Software - Model
Process Designer
• Intuitive, visual modeling environment
• Out-of-the-box configurable workflow activities for
common workflow tasks
• Processes can be imported from Microsoft Visio
• Supports complex branching and decision trees
• BPMN (Business Process Modeling Notation)
compliant
Forms Designer
• Model complex forms to collect or visualize data
• WYSIWYG editor enables end-users to create new
forms or maintain existing forms
• Forms can be linked to, or initiate, workflows
• Supports use of Microsoft InfoPath® forms
Slide 16
ArchestrA Workflow Software - Execute
Workflow Execution
• Workflow task execution is seamlessly integrated with Invensys applications
• End-users interact with workflow tasks via Wonderware InTouch, web
browser, smartphones, PDA, email, voice and IM
• Sophisticated human workflow management, calendar management and
task escalation
• Comprehensive Microsoft Outlook integration
• Extensive 3rd party application integration capabilities
Multiple Communication Channels
Slide 17
ArchestrA Workflow Software - Analyze
Business Activity Monitoring (BAM)
• Out-of-the-box activity reporting and activity
monitoring views
• Associate workflows with BAM events
• Customizable Key Performance Indicators (KPIs)
• Standard out-of-the-box performance analysis
• Visibility to workflow instances and genealogy
• Proactive alerts of business exceptions and KPIs
Slide 18
ArchestrA Workflow Software Connectors & Accelerators
ArchestrA System Platform Connector
• Extends standard objects in IDE with a workflow tab
to configure workflow events
• Provides seamless integration of workflow design and
administrative activities from within the IDE
• Provides ArchestrA graphic templates for task delivery
and response
Wonderware MES Connector
• Provides configurable workflow activity to transact with
MES middleware, as well as retrieve data
• Enables MES middleware events to invoke workflows
Wonderware IntelaTrac Connector
• Provides configurable IntelaTrac Action to invoke workflows
• Provides configurable workflow activity to invoke IntelaTrac
web services
Slide 19
ArchestrA Workflow Software Connectors & Accelerators
SAP Connector
• Provides configurable workflow activity that
reads/writes information from/to SAP
• Exchanges data with SAP using standard
RFCs/BAPIs
BizTalk Connector
• Invokes workflows from BizTalk orchestrations for
human workflow integration
• Invokes BizTalk orchestrations from workflows for
advanced system integration
SharePoint Accelerator
• Provides advanced workflow capability that
seamlessly integrates SharePoint with your
manufacturing processes
Slide 20
The ArchestrA Workflow Connector
• Anchors an Impermanent
Organization
• Loosely connected
conversation to text for a
springboard of Action
• Tracks small failures
• Manages a complex system
• Operational Focus
• Builds Resilience
• Drives towards the source of
experience
Slide 21
NEW: ArchestrA Workflow Mobile
Clients & Work Tasks App
• New Mobile Client allows participation in a workflow
through an iPad or iPhone
• “Work Tasks” free app downloaded from iStore
• Allows user to respond to, authorize, approve
workflow tasks
• Additional service: Remote Notification
• Shows number of work tasks in “inbox” on smart device
• Number in a circle
• Free service with Mobile Client
• Annual renewal through Customer FIRST
Slide 22
Questions?
Slide 23