2. A Lessons Learned Discussion of Digital Control Upgrades How to Make Sure Your Digital Upgrade is Over- Budget, Over - Schedule, and Everyone’s Vacation Gets Cancelled

3. Major Topics 3

4. Major Phases of a DCS Project 4 Sales/Proposal Phase Management Phase Design Phase Implementation Phase Testing Phase Startup/ Commissioning

5. What is….. 5

6. 6 The Sales/Proposal Phase Request For Quote Competitive Bid Process Proposals Awarding of Contract Purchase Order

7. The Management Phase 7 Assemble Project Team Hold Kickoff Meeting Develop Schedule Project Specification Finalized; Requirements Created Develop Plans  Project Management Plan  Quality Assurance Plan  Etc, etc, etc  AND……

8. The Management Phase (cont…) Slide 8 DESIGN INPUT Examples: Process Description P&ID Drawings Existing Logic and Function Drawings Procedures Alarms, setpoint, scaling information I/O Database

9. Project I/O Database Slide 9

10. Project I/O Database Slide 10 Database  I/O Load (Drawings)  Wiring Diagrams  Control Database  New Control Drawings  Software Design Description  Hardware Test Procedure  Site Testing  Process Graphics  Graphic Documentation  Historian  Reporting  Other Systems  Documentation  Software Test Procedure  Site Testing  Site Procedures

11. The Design Phase 11 BEGIN DESIGN FREEZE Design Input continues END Design Calculations System Design Drawings I/O Database Failure Modes and Effects Analysis Testing Plans Traceability Matrix

12. The Implementation Phase 12 Application Software Control/Graphics/Historian /Reports Test Cases and Procedures Updated Design Drawings Possible Dry Run Testing

13. The Testing Phase 13 Pre-Testing (Vendor Test) Factory Acceptance Testing (Customer Test) Corrections and Retest Changes

14. The Startup/Commissioning Phase 14 YOUR system now