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DOC ID © Chevron 2005 Knowledge Management and Open Standards Chevron Perspective John Hanten Chevron Technology Ventures Energistics 2007 Annual Meeting.

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Presentation on theme: "DOC ID © Chevron 2005 Knowledge Management and Open Standards Chevron Perspective John Hanten Chevron Technology Ventures Energistics 2007 Annual Meeting."— Presentation transcript:

1 DOC ID © Chevron 2005 Knowledge Management and Open Standards Chevron Perspective John Hanten Chevron Technology Ventures Energistics 2007 Annual Meeting

2 DOC ID © Chevron 2005 2 Internal to Chevron – GIL 3 Across the Industry – between companies Discussion Overview Knowledge Management and Open Standards Example Areas

3 DOC ID © Chevron 2005 Internal to Chevron GIL 3 The right information to the right person at the right time

4 DOC ID © Chevron 2005 4 Information Management Across the Value Chain Produce Ship Distribute Consumer Market Explore Develop Refine Blend Store Pipe Upstream Industrial Market Gas Downstream

5 DOC ID © Chevron 2005 5 The Key to Success Tools Behaviors Hardware

6 DOC ID © Chevron 2005 6 Hardware Standard Laptop Computers Desktop Computers Keyboards Special Order (Not available during Limited Pilot) Larger Screen Laptops Lightweight Laptops ‘Ruggedized’ Laptops

7 DOC ID © Chevron 2005 7 GIL 3 adds value by giving us new ways to share documents Built-in prompts help decide where to store files Save files in MySite and Team Sites Predictable file systems help find files Search tools help locate what you need when you need it Email links to documents instead of attaching them Share information with team members in Team Sites Get alerts when documents are ready to be cleaned up Delete documents when no longer needed The right information to the right person at the right time What Do GIL 3 Tools Make Possible? Life of a File Classify & Store ShareFind Keep or Clean Up

8 DOC ID © Chevron 2005 8 Tools – Enabling the Knowledge Worker Microsoft Vista and Office 2007 Enterprise File Plan Stay organized by “tagging” files with key information Enterprise File Plan management using SchemaLogic software Collaboration: Tap into the implicit knowledge via collaboration Search: Find the explicit information and knowledge Workflow: Incorporate the knowledge to assure that projects are done on time Document Lifecycle Management

9 DOC ID © Chevron 2005 9 9 Enterprise File Plan A file plan is a way of grouping information into logical categories to support Saving and finding files easily A better way to track files from the time they are created until they are no longer needed A simple way of “tagging” files with information that makes them easier to share and find Shared taxonomy across the enterprise managed by SchemaLogic tools The Enterprise File Plan is the foundation upon which GIL 3 value will be built

10 DOC ID © Chevron 2005 10 Chevron File Plan How is it Different? Current State File structures vary across Chevron Even people who file documents in a structured way store things differently Out-of-place and outdated information Future State A consistent, Chevron-wide way to organize information so you can save and find it easily Finding files is easier because the computer helps you to “tag” them with key information when saving Know how to find and how long to keep important documents Chaos To Order

11 DOC ID © Chevron 2005 11 Collaboration – Improving Knowledge Access and Sharing 11 Team Site Issues & Tasks Discussions Documents Team Calendar My Site

12 DOC ID © Chevron 2005 12 SharePoint Search – Federated Search Today, 35% of all documents cannot be searched All documents will be searchable Adding “tags” increases search ability Search results are faster and better Search specific sites and/or across locations Goal: One search interface to find all documents. Today, 35% of all documents cannot be searched All documents will be searchable Adding “tags” increases search ability Search results are faster and better Search specific sites and/or across locations Goal: One search interface to find all documents.

13 DOC ID © Chevron 2005 13 Improved Workflow Capabilities Improve ability to work together Shared calendars, alerts Review, publish documents Offline capabilities Accelerate business processes Standard processes Accelerated feedback and approvals Central archives Encourage sharing Share best practices in expert communities Benefits High value driver for GIL 3 Making communication more thorough, rapid and efficient Adding structured processes to unstructured data Saving time across geographic borders

14 DOC ID © Chevron 2005 14 Document Life Cycle Management “Tagging” content type automatically applies a “retention category” This helps us know what to keep, for how long “Tagging” content type automatically applies a “retention category” This helps us know what to keep, for how long

15 DOC ID © Chevron 2005 15 Confirm “tags” in files Uploading Documents to SharePoint Select Content Type Provide Name and Title Confirm remaining information is correct Uploading Documents to SharePoint Select Content Type Provide Name and Title Confirm remaining information is correct

16 DOC ID © Chevron 2005 Across the Industry Between Companies Continuing Reference and Exchange Standards

17 DOC ID © Chevron 2005 17 Knowledge Management through Open Standards Continue expansion of standard reference data Universal Well ID Basins Names, Field Names Continued deployment of existing XML exchange standards Identify and develop next functional area Leverage existing efforts in tagging and taxonomy Taxonomy on Energistics Site MetaTags already in use Improved search and collaboration tools Virtualized metadata between web sites Semantic search technologies tuned for petroleum industry

18 DOC ID © Chevron 2005 18 Within an Enterprise – Chevron GIL 3 Project Standard hardware and software Common taxonomy and assisted tagging Improved search and collaboration tools Extensive training and change management Across the Industry – between companies Standardized reference data – Global Unique Well Identifier (GUWI), Basin Names, Locations, etc. Expanded use of working standards – WITSML and PRODML Leverage of contributed taxonomies in third-party sites Improved search and collaboration tools  Virtualized metadata between web sites  Semantic search technologies tuned for petroleum industry Summary Knowledge Management and Open Standards

19 DOC ID © Chevron 2005 19 Questions Thank You


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