Copyright © 2007 OSIsoft, Inc. All rights reserved. Leverage Your PI System with AF 2.0 to Implement and Manage Your Operational KPIs Michael Saucier CEO Transpara Corporation

2 Copyright © 2007 OSIsoft, Inc. All rights reserved. Agenda Business Challenge Introduction to KPIs & Transpara Visual KPI The AF 2.0 revolution Using AF 2.0 for Operational KPIs Demo Conclusions

3 Copyright © 2007 OSIsoft, Inc. All rights reserved. Business Challenge The health of a business is relevant to every employee and affected by their behavior Most employees have no idea how their actions contribute to the business Critical info is sometimes difficult to access Now what? Create transparency using Mobile Composite KPIs!

4 Copyright © 2007 OSIsoft, Inc. All rights reserved. KPIs Defined Key – Only a subset of all possible viewpoints, those which best reflect the state of an asset, organization or financial entity Performance – Metrics related to performing ones job, or adhering to corporate or government standards, or achieving customer satisfaction Indicator – Not a closed-loop function, KPIs are to be used by people to help them take correct action

5 Copyright © 2007 OSIsoft, Inc. All rights reserved. Composite Measures Defined Re-purpose existing data Assembled rather than programmed Extend value of data already created Example: Production Rate  Target value from SAP  Actual real-time data from AF / PI  High and Low quality limits from SQL Server  Max and Min of machine capability from MRO

6 Copyright © 2007 OSIsoft, Inc. All rights reserved. Mobile Access Defined Desktop is a given Business is not conducted sitting in an office Many roles require mobile access to data but instead rely on phone calls KeySpan’s talk details a dozen roles in which they employ mobile data access

7 Copyright © 2007 OSIsoft, Inc. All rights reserved. Mobile, Composite KPIs Decision Support Data on the go Any System Any Data Anywhere Anytime

8 Copyright © 2007 OSIsoft, Inc. All rights reserved. Anatomy of a KPI MinMax Actual Low High LowHigh Target Status = GOOD

9 Copyright © 2007 OSIsoft, Inc. All rights reserved. Anatomy of a KPI MinMax Actual Low High LowHigh Target Status = HIGH

10 Copyright © 2007 OSIsoft, Inc. All rights reserved. Anatomy of a KPI MinMax Actual Low High LowHigh Target Status = HIGH HIGH

11 Copyright © 2007 OSIsoft, Inc. All rights reserved. Typical KPI Configuration KPI Attributes can include:  Actual Value (the only required attribute!)  Sourced from PI, AF 2.0, RDB or an application  Dynamic Attributes (time-varying)  Sourced from PI, AF 2.0, RDB or an application  Static Attributes (non time-varying meta-data)  Auxiliary Data  Responsible Party  Notification Definition  Associated Displays and Links

12 Copyright © 2007 OSIsoft, Inc. All rights reserved. Anatomy of a single Scorecard A collection of KPIs related to each other in some significant way at run-time Collection criteria can be a combination of Dynamic and Static KPI Attributes Some examples:  All KPIs for Equipment Type 1300, With Priority 1 Alarms in the Western Region  All KPIs for Asset 67 with Status <> Good

13 Copyright © 2007 OSIsoft, Inc. All rights reserved. Dealing with Many KPIs is Hard Most companies have hundreds or even thousands of KPIs Beyond a few dozen KPIs, the Scorecard Format suffers. Enter the KPI Map KPI Map is good for up to hundreds of KPIs Example:  All KPIs from the NE region  All Wind Farm Assets

14 Copyright © 2007 OSIsoft, Inc. All rights reserved. Even more KPIs – Use Rollups! Rollups typically use “worst-case” Overstates low-level problems Transpara developed the True Roll-Up TM concept to handle this problem True Roll-Up (TRU) accurately reflects the state of the entire hierarchy regardless of the number of KPIs involved.

15 Copyright © 2007 OSIsoft, Inc. All rights reserved. What is True Roll-Up TM ? Not “worst-case” but the entire state map of all KPIs TRU Chart as Percentage Bar or a Percentage Pie chart. Drill-downs automatically adjust for total number of KPIs in hierarchy The TRU Chart at any level in the hierarchy shows the percentage in any state for all KPIs below that level

16 Copyright © 2007 OSIsoft, Inc. All rights reserved. Visual KPI 3.0 Architecture PI Historian Real-time Data AF 2.0 Data Perf Equations Any RDB Existing Data External KPIs Any LOB App Link to financials Planned values SAP, MRO, etc. Visual KPI Server Composite KPI Engine All meta data in SQL 2005 Windows Server 2003 ASP 2.0 Web Site Web Services Config Visual KPI Excel Editor Excel 2003 or Excel 2007 with VSTO Configuration only, no run- time association or storage Publish Scorecards via Web Services Data Sources Any Mobile or Desktop Client Web Services XML over HTTP

17 Copyright © 2007 OSIsoft, Inc. All rights reserved. The AF 2.0 Revolution An application layer for PI Replaces programming with configuration (PI System Explorer) Organization of your data—1000s of points  According to naming convention  In the way that you would like to use it in displays and applications Organizes relational and complex data with your PI data Your domain knowledge is reusable (centralized) Protects your investments in your displays, reports, and applications like Visual KPI

18 Copyright © 2007 OSIsoft, Inc. All rights reserved. Relationships Sourced from Assets Tower 1 Plant 1 Tower 1 ConnectivityHierarchyRole-based

19 Copyright © 2007 OSIsoft, Inc. All rights reserved. Different KPIs for Each Relationship Tower 1 Plant 1 Tower 1 ConnectivityHierarchyRole-based

20 Copyright © 2007 OSIsoft, Inc. All rights reserved. Different KPIs for Each Level ##### Asset Template Data Layer Model Layer Cases Analysis Layer Time Model-based Analytics n 1 2 Data Visualization Asset Visualization Asset Visualization Analysis Visualization

21 Copyright © 2007 OSIsoft, Inc. All rights reserved. AF New Features PI System Explorer Improved Element Hierarchy Versioning Hierarchical Attributes File Type Attributes Enumeration Sets Multiple PI Server support Object level security

22 Copyright © 2007 OSIsoft, Inc. All rights reserved. AF 2.0 – A New Source for KPIs PI System Explorer helps you find KPI Attributes Improved Element Hierarchy creates more logical access AF Element versioning allows Visual KPI to simply use the active version! Hierarchical Attributes makes the mapping to KPI Attributes simple and intuitive Multiple PI Server support allows KPI attributes to come from anywhere in the Enterprise

23 Copyright © 2007 OSIsoft, Inc. All rights reserved. AF 2.0 Demo Architecture Pre-Mixer > Reactor > Heat Exch > Prod Storage Only Heat Exchanger is modeled  Standard Shell & Tube, 14 KPIs  KPI Actual values indirect PI points in AF template  KPI Limits use static AF attributes, but could easily be dynamic  Non-process data is simply added in Visual KPI as meta-data

24 Copyright © 2007 OSIsoft, Inc. All rights reserved. Visual KPI Server AF 2.0 – Demo Architecture Programmatic Access PI SystemAF 2.0 Time Series Data Sources … HoneywellABBDelta-VRockwell … SCMRDBMSMES Honeywell Interface ABB Interface Delta-V Interface Rockwell Interface Time-Series Data Non Time-Series Sources … Plant Models

25 Copyright © 2007 OSIsoft, Inc. All rights reserved. AF 2.0 Attributes are KPI Attributes

26 Copyright © 2007 OSIsoft, Inc. All rights reserved. AF 2.0 Attributes are KPI Attributes

27 Copyright © 2007 OSIsoft, Inc. All rights reserved. Visual KPI uses AF 2.0 Path

28 Copyright © 2007 OSIsoft, Inc. All rights reserved. AF 2.0 Versions Used Automatically

29 Copyright © 2007 OSIsoft, Inc. All rights reserved.

30 Copyright © 2007 OSIsoft, Inc. All rights reserved. Easily repurposes data from OSIsoft AF 2.0, OSIsoft PI, SQL Server, Oracle and any ODBC data source by delivering Scorecards, KPI Maps, KPI rollups and Real-time trends to browsers for decision makers ON THE GO  Works with any desktop, almost any mobile device  Leverages existing data from many systems  Supports hundreds of real-time data sources and hundreds of different mobile devices  Gives stakeholders “one version of the truth”  Reduces risk with more people are in the loop Visual KPI 100’s ofDataSources Mobile Composite KPIs

31 Copyright © 2007 OSIsoft, Inc. All rights reserved. `` ENTERPRISE Unstaffed Asset (100’s of sites) Smart Connectors Staffed Asset (10’s of sites) Division HQ’s Business Systems Portal Servers Application Servers Remote PI System PI Analytics Smart Connectors Remote PI System PI Analytics Smart Connectors Division Level PI System Joint Ventures Employees Regulatory Agencies PI Analytics Smart Connectors Data Access Enterprise PI System Mobile Enterprise KPIs with AF 2.0

32 Copyright © 2007 OSIsoft, Inc. All rights reserved. No Matter Where You Are

33 Copyright © 2007 OSIsoft, Inc. All rights reserved. Now You Know

Copyright © 2007 OSIsoft, Inc. All rights reserved.