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Capital Projects Technology Roadmap Element 2 Tactical Plan, Automated Design

2004 FIATECH October 2004,Element 2, Table of Contents

Automated Design Element 2 Tactical Plan for the Capital Projects Technology Roadmap Table of Contents AUTOMATED DESIGN ............................................................................................................................................1

SCOPE........................................................................................................................................................................1 WORKING TEAM........................................................................................................................................................1 VISION.......................................................................................................................................................................1 CURRENT PROBLEM ..................................................................................................................................................2 POTENTIAL BENEFITS AND OPPORTUNITIES ..............................................................................................................3 POTENTIAL BARRIERS AND CHALLENGES..................................................................................................................4 GOAL.........................................................................................................................................................................5 STRATEGY FOR ACHIEVING THE GOAL ......................................................................................................................5 FOCUS AREAS AND PROJECTS....................................................................................................................................6 SEVEN-YEAR TIMELINE .............................................................................................................................................9 CASE STUDIES .........................................................................................................................................................10 ORGANIZATIONS WORKING IN FOCUS AREAS .........................................................................................................10 EXISTING RELEVANT RESEARCH ACTIVITIES AND RESULTS ...................................................................................10 FUNDING SOURCES..................................................................................................................................................10 PROJECT DESCRIPTIONS BY FOCUS AREA................................................................................................................11

E2-FA1: Metrics for Proof of Concept and Demonstration of Capabilities ......................................................12 E2-FA1-P1 Design Contests ........................................................................................................................................... 12 E2-FA1-P2 Charrettes .................................................................................................................................................... 13 E2-FA1-P3 Contractual Issue Improvements ................................................................................................................. 14

E2-FA2: Design Viewing ...................................................................................................................................15 E2-FA2-P1 Viewing and Validation Requirements for Multi-party Design Views........................................................ 15

E2-FA3: Integrated and Interoperable Design Systems ....................................................................................16 E2-FA3-P1 Distributed Simulation Environment ........................................................................................................... 16 E2-FA3-P2 Collaborative Requirements Definition ....................................................................................................... 17 E2-FA3-P3 Automated Abstraction................................................................................................................................ 18 E2-FA3-P4 Data Management........................................................................................................................................ 19 E2-FA3-P5 Interoperability Requirements for Vendor Support of Automated Design ................................................. 20 E2-FA3-P6 Extend Collaborative Environment to Include Suppliers & Fabricators...................................................... 21 E2-FA3-P7 Interoperability Status Assessment and Gap Analysis................................................................................. 22 E2-FA3-P8 Handoff from Design to Construction ......................................................................................................... 23 E2-FA3-P9 Certification................................................................................................................................................. 24

E2-FA4: Intelligent Design Systems ..................................................................................................................25 E2-FA4-P1 Rule-based Intelligent Design Systems ...................................................................................................... 25 E2-FA4-P2 Regulatory Compliance ............................................................................................................................... 26 E2-FA4-P3 Architecture for Design Advisors ................................................................................................................ 27 E2-FA4-P4 Automated Detailed Design Systems........................................................................................................... 28 E2-FA4-P5 Automated Change Management................................................................................................................. 29 E2-FA4-P6 Design/Reuse Capability ............................................................................................................................. 30 E2-FA4-P7 Design Risk Assessment.............................................................................................................................. 31 E2-FA4-P8 Integrity Assessment Based on Design........................................................................................................ 32 E2-FA4-P9 Intelligent Capital Projects Design Models ................................................................................................. 33

E2-FA5: Create and Maintain a Design Automation Information Clearinghouse ............................................34 E2-FA5-P1 Industry-wide Design Automation Knowledge Base................................................................................... 34


2004 FIATECH October 2004,Element 2, Table of Contents


2004 FIATECH October 2004, Element 2, Page 1

Automated Design

Element 2 Tactical Plan for the Capital Projects Technology Roadmap

SCOPE

Provides the forum for an industry-wide set of design automation features and specifications to be created that will be available for software vendors to use when developing improved design automation software. Also provides a design automation information clearing house that will serve as a knowledge management resource. Enables industry stakeholders and software vendors to work collaboratively to develop improved design automation technology for the capital projects industry.

WORKING TEAM

The team members listed here have contributed to the content of this document during its development. For a list of current working team members refer to the FIATECH web site.

Rob Brawn, CH2M HILL (Team Co-champion) Gordon McPhee, Fluor (Team Co-champion) Mike Albert, Bechtel Mike Alianza, Intel Jack DeBrunner, The Procter and Gamble Company Keith Denton, Intergraph Tamer El-Diraby, University of Toronto Randy Fix, Fluor Tom Hannigan, Zachry Construction Corporation Patrick Holcomb, Intergraph John McQuary, Fluor Mike Pye, Fluor Ian Smith, Bentley Systems Earl Tipton, Jacobs Engineering Ray Williams, KBR

VISION

The Vision statement describes what is wanted in the future.

Current and emerging capabilities in 3-D design, analytical modeling and simulation, intelligent systems and distributed information management offer the opportunity to create a truly integrated and automated project design environment. In this environment, all tools will work together as an interconnected system that provides all of the functionality needed to develop and validate detailed designs for every aspect of a project based on the design criteria. This integrated design environment will dramatically reduce the time and cost in moving from concept to construction execution through automation of complex design engineering tasks. It will also greatly reduce errors and liability through comprehensive, automated design



optimization and verification. Optimization would include a variety of options including total installed cost, total lifecycle cost, and plant output.

The vision of the automated design system of the future is shown in Figure 1 below. The system will enable design teams to interact with the customer and other stakeholders to assist in the conceptual design process, starting with the capturing of requirements and preferences for design, while automatically processing options in a mathematically accurate, scenario-based visualization environment (see Element 1: Scenario-based Project Planning). Modeling and simulation tools linked to the automated design system will enable quantitative evaluation to assess the cost, performance, and risks of each option, including intangibles such as aesthetics.

K nowledgeRepository

Contractual Data and Project M anagementData and Reporting

Detailed Design System

(An integrated su ite of design advisors, and

automated design tools)

Asset Lifecycle

Information System

Data from/to conceptual design

Data from/to construction, operations, and maintenance

Data from/to regulatory bodies, standards bodies, rules, and reusable designs,

Storage of facility information

Continuous updates

Figure 1. The automated design system will provide a complete, end-to-end design capability that is seamlessly integrated with both upstream and downstream project processes.

CURRENT PROBLEM

The Current Problem statement describes the existing situation.

Today’s capital project designs are largely produced using computer-aided tools for discrete elements of the facility. The overall “final design” is comprised of a variety of packages of diversely formatted data ready for handoff to the procurement and construction execution functions. Although many aspects of the project effort, including design, analysis, and systems engineering, are performed using electronic tools, the individual tools are not integrated and often do not work well together. This results in inefficiency. The transfer of information is time-consuming, costly, error-prone, and highly dependent on the skills and



experience of the design team. Even if the designer incorporates intelligence in the design, it is often lost as the design deliverables pass from the designer to other entities in the project’s lifecycle.

Design tools and technology have advanced significantly in the capital projects industry over the past decade. However, there are still significant opportunities to advance the state of the industry by increasing integration and interoperability of existing applications and creating other applications to meet new needs.

Software vendors currently spend much time and effort determining the requirements for future software enhancements and data conversion. Each vendor attempts to provide the software suite that will meet the needs of its customer base, or partners with other selected vendors to provide additional capabilities. This often results in wasteful overlapping competition among vendors in areas that are not their core competencies.

The customer base reviews and tests vendor offerings, sometimes multiple times within the same company. The customer base also spends a significant amount of time providing input to software vendors regarding current products and desired features of new products, and frequently feels that their concerns are not heard or understood and their needs are not met. Again, this often results in time-consuming wasteful efforts on the part of these customers, time which could better be spent in value producing efforts for their companies.

POTENTIAL BENEFITS AND OPPORTUNITIES

The automated design system of the future will enable the designer to produce detailed designs in a much more automated process that ensures the design will be consistent with all preferences and requirements. Working with established industry-wide product definition and data standards will enable designers to specify supplier-furnished materials, components, and products that designers can directly upload into the design basis, complete with geometry and associated specifications and performance models. Other features and benefits of the system that will be of value to down-stream participants and stakeholders include automated review for code compliance, data and visualizations/simulations for the contractor, and supplier submittals and collection of equipment data that automatically updates the project model and database. The system architecture and standards will enable interoperability with other stakeholders and participants to capture and enable use of information, decisions, and maintenance and operating parameters throughout the life of the project.

Table 1. Benefits of Automated Design for Industry Stakeholders Stakeholder Specific Benefit Owner/Operators Full assurance that designs are in direct response to requirements and optimized to

meet the needs and constraints of all stakeholders – dramatically reducing costs, shortening timelines to completion, mitigating risks, and providing clear visibility of risks

Architects Vastly improved efficiency in translating concepts to buildable designs; enhanced ability to translate design capabilities into innovative design solutions

Designers/Engineers Radically improved capability and efficiency through built-in analytical and validation tools, automation of all routine tasks, and mathematically accurate visualization of all aspects of the project design

Constructors Delivered design will provide a complete and totally optimized and synchronized build plan supporting fast, flawless execution with zero wasted time, effort, and resources.



Material/Equipment/ Technology Suppliers

Clear, complete and unambiguous definition of all materials, parts, products, equipment, and other procured resources will enable more cost-effective operations; connectivity to design team will provide inside track for bid opportunities.

Design software vendors Vendors need to understand the market benefits associated with developing products that embrace the vision of an automated design environment before they will make decisions to invest in its development. A chorus of clear, concise and unified voices providing a common message will create incentives to the software vendors to enhance their products quickly and support the automated design vision.

POTENTIAL BARRIERS AND CHALLENGES

With any implementation there is generally some resistance to change. The capital projects arena is no exception. Examples of barriers to change might include:

• Lack of proven case studies – Companies are nervous to invest until there is proven return on investment. Limited case studies and proprietary data make it difficult to predict a return on investment.

• Contractual methods and legal responsibility – Traditional contracting practices and liability are counter to collaborative processes and lifecycle perspectives.

• Protection of Intellectual Property – Concerns regarding protection of intellectual property and absence of industry standards make it difficult to share information in a secure and confidential manner.

• Lack of a bridge between CAPEX and OPEX goals and objectives inside the owner/operator company - Lifecycle goals are often seen as contrary to project goals. As one high-ranking CAPEX manager recently stated, “we are totally committed to the ideas and benefits of lifecycle asset approaches right up to the point where they interfere with project cost or schedule.” If this thinking is not overcome, the discrete products and systems will continue to innovate and incrementally improve but the overall lifecycle goals are not likely to be achieved.

• Powerful and autonomous capital project managers - These managers are measured on individual project results: schedule and budget. They are usually averse to anything they do not understand and see new approaches simply as added project risk. Past experiences indicate that they are rarely open to innovations related to the project cycle itself.

• Reluctance to make necessary alterations to business and work practices - Many companies have set up systems that are “working” and once deemed functional tend to leave them in that state. Due to tremendous changes in technology, companies are using the opportunity of migration to new technology as the junction point to revamp work processes. Ongoing work processes should be challenged to adopt technology just as technology should adapt to work processes.

• Design contractors with legacy systems – Work cannot stop to implement new systems so smooth migration from existing systems is a must. Vendors must balance between satisfying their existing customers while charting a course for the next generation of applications. Development and adoption of industry standards that enable or simplify plug and play solutions may be perceived as opening the door to competition. Meanwhile too often new or improved software tools and utilities may get passed over because of competing internal developed applications.

• Determining how to share the risk and reward for lifecycle approaches – If Engineering, Procurement and Construction companies (EPCs) are forced to use tools they are not familiar with they may charge premium prices to cover the unknowns even though there may be direct benefits to them. In other



situations, EPCs may be able to provide useful content that could save the owner money but since there is no incentive to provide the information and there is potential liability, the opportunity is abandoned. Similar situations also occur between planning and design with construction activities.

• Currently, software vendors spend a significant amount of time researching product needs, and their customers may feel as if they are played against the requests from other customers. On the other hand, customers may resort to back room arm-twisting to force vendors to create new features in subsequent product releases to meet specific project needs which may be counterproductive in the long run. Clear and consistent industry requirements will both motivate and enable vendors to focus on building products that include the required features rather than trying to address the desires of individual users associated with the capital projects industry who usually focus on a narrow market or element of the project lifecycle (e.g., design, construction, equipment, or operations).

GOAL

The Goal statement describes what is expected to be achieved.

To expedite advancement of automated design vision to improve cost-efficiency, enhance the lifecycle value of the design work products, and enable interoperability among entities associated with a project's lifecycle, resulting in significant cost savings and/or profit.

The goal is to accelerate the development and deployment of an integrated suite of design advisors, automated design tools and processes in the capital projects arena that increase cost efficiency and improve project performance. Key issues include integration of detailed design with the other vision diagram elements; design reuse; design requirements integration and management; automated design advisors; and industry-specific modeling and simulation tools. This functional element will address automated design and the role it plays within the total project lifecycle, and will capture and provide industry feedback for integration into the Asset Lifecycle Information System (see Element #9 – Lifecycle Data Management and Information Integration) to support total management of project performance.

STRATEGY FOR ACHIEVING THE GOAL

The strategy statement describes how we see the goal being achieved.

The strategy for achieving the goal is composed of two basic parts:

• Provide design automation software vendors with an industry-wide set of design automation features and specifications that are updated annually and the market incentive to rapidly develop products that incorporate those features.

• Establish a design automation information clearinghouse to serve as a knowledge management resource. Value is gained by reducing redundant investigation of products and approaches, and by reducing the time spent searching for information. Industry will also gain the value of obtaining feedback from a diverse group of reviewers.

Automation design experts and industry-wide stakeholders will come together; representing all aspects of capital projects in a forum where the design automation features of the capital projects industry can be developed in collaboration with companies that are likely to provide the tools to fulfill the vision of an



automated design system. By having significant representation of customers throughout the supply chain working collaboratively toward a common objective, we expect to provide the impetus and incentives for software vendors to develop a new generation of automation tools and processes that will result in a quantum leap in design productivity and lifecycle value. This strategy will include the creation and maintenance of a Web-based knowledge management system, which will serve as a central location for industry to access, review and comment on the latest vendor software and associated automation features. The automated design working group will manage design-related content on the Web site, compile and evaluate information gathered, and combine that with their cumulative experience to develop details for the automated design plan. The automated design working group will obtain review and feedback from industry stakeholders, including software vendors.

The intent is to provide a single and concise voice from the capital projects industry that will motivate and provide incentives to the software industry to accelerate investment and development of software and processes that will enable the design automation vision to be realized. As with any technology-based solutions, we will need to periodically update and advance the design automation plan to shape the future of the technology and to keep advancing the value to the entire capital projects industry. The working group will provide a concise and unified voice for the capital projects industry consistent with lifecycle objectives and promote the benefits associated with the development of automation tools that provide the desired features to their industry and to their software vendors. Estimates of the market value and depth of such tools combined with the anticipated life expectancy, so that each vendor can calculate their own ROI, may accelerate vendors' adoption of the industry’s vision. The working group will also develop other approaches to provide incentives to motivate software vendors to adopt the automated design vision and assist in achieving that vision.

The following steps establish and maintain the organizational foundation that is needed prior to implementing the strategy described above.

1. Establish and charter the automated design working group –The details necessary to accurately convey the needs of the industry are not yet sufficient for a vendor to implement. Formation of an industry-led working group will help guide this process, provide input, and identify existing gaps.

2. Create the automated design plan - The working group will compile and evaluate the information gathered from vendors and industry through the clearinghouse and infuse their expertise to expand and enhance this plan. The plan will expand upon the existing focus areas listed below as well as identify other focus areas that should be pursued. The working group will identify, specify, and validate common features and capabilities necessary to advance automated design within our industry to achieve the vision, to identify barriers to success and to develop approaches to reduce or remove those barriers.

3. Review and update the automated design plan - Technology and industry requirements will change over time. The working group will annually evaluate, update and advance the automated design plan for the Roadmap to provide increased value to the industry and clear up-to-date targets for our software vendors. The working group will compile the information and communicate the updates to the primary software vendors and the industry at large.

FOCUS AREAS AND PROJECTS

The focus area section describes what we are going to focus on, and specific projects are proposed within each focus area.



Key components of delivering the vision of a totally automated and integrated design for capital projects are design advisors, knowledge bases, rule bases, integration, and enhanced viewing and collaboration. Some of these components are far-reaching and include the application of technology from other industries or the development of new technologies, while others involve the enhancement of current approaches.

The following are the focus areas for this Roadmap element with their associated projects:

E2-FA1: Metrics for proof of concept and demonstration of capabilities

The metrics developed for proof of concept will be used to validate the approach, focus areas and projects proposed in the tactical plan and to build support for quicker adoption of technology. The working group will organize meetings with software vendors and user groups from industry to gain their input for the automated design plan. The meeting with vendors will provide them the opportunity to have their primary system architects present for interaction and direct feedback from an industry body, and to address implementation issues. After vendor and user feedback is obtained, the working group will finalize the automated design plan and will make it available to industry.

Projects:

E2-FA1-P1 Design Contests

E2-FA1-P2 Charrettes

E2-FA1-P3 Contractual Issue Improvements

E2-FA2: Design Viewing

The Design Viewing focus area encompasses all viewing technology associated with design review systems. It is intended to take advantage of the advances made in virtual reality, holographic projection, immersive 3-D walkthroughs, collaboration tools, and redlining.

Projects:

E2-FA2-P1 Virtual Design and Validation Environment

E2-FA3: Integrated and Interoperable Design Systems

This focus area centers on those efforts required to communicate specific features and standards of an integrated/interoperable design platform. Results of this focus area will facilitate real-time data integration, data exchange between design systems, and the exchange of information with other elements of the FIATECH Capital Projects Technology Roadmap. It will also address standards to improve the data exchange mechanisms for design information.

Projects:

E2-FA3-P1 Distributed Simulation Environment



E2-FA3-P2 Collaborative Requirements Definition

E2-FA3-P3 Automated Abstraction

E2-FA3-P4 Data Management

E2-FA3-P5 Interoperability Requirements for Vendor Support of Automated Design

E2-FA3-P6 Extend Collaborative Environment to Include Suppliers & Fabricators

E2-FA3-P7 Interoperability Status Assessment and Gap Analysis

E2-FA3-P8 Handoff from Design to Construction

E2-FA3-P9 Certification

E2-FA4: Intelligent Design Systems

This focus area centers on the creation and definition of rule-based systems, reusable designs, design advisors, and knowledge bases.

Projects:

E2-FA4-P1 Rule-based Intelligent Design Systems

E2-FA4-P2 Regulatory Compliance

E2-FA4-P3 Architecture for Design Advisors

E2-FA4-P4 Automated Detailed Design Systems

E2-FA4-P5 Automated Change Management

E2-FA4-P6 Design/Reuse Capability

E2-FA4-P7 Design Risk Assessment

E2-FA4-P8 Integrity Assessment Based on Design

E2-FA4-P9 Intelligent Capital Projects Design Models

E2-FA5: Create and maintain a design automation information clearinghouse

Under current practice, companies periodically conduct software reviews (sometimes at multiple locations within the same company). The working group will encourage these companies to share their findings, which will be included in the information clearinghouse. Similarly, since software vendors send out large quantities of marketing information, they will be encouraged to provide their relevant information for



inclusion in the clearinghouse as well. Through this clearinghouse, industry will be able to easily access, review and evaluate vendor information as it relates to the overall design automation plan. Industry will also be encouraged to submit desired features to support the vision through the automation information clearinghouse. The following projects will accomplish this task:

Projects:

E2-FA5-P1 Industry-wide Design Automation Knowledge Base

SEVEN-YEAR TIMELINE

A timeline is proposed for the projects within this tactical plan.

Assumptions used for the seven year timeline shown below:

1. Preparation for each project will take about 3 months (1 quarter). Preparation includes identifying funding, resourcing and project set-up. Preparation time is included in the following timelines.

2. Project teams will form and disband for each project (unless the team wishes to continue to do another project).

Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 E2-FA1: Metrics for proof of concept and demonstration of capabilities

E2-FA1-P1 Design Contests Q4 Q1-Q2

E2-FA1-P2 Charrettes Q2-Q3

E2-FA1-P3 Contractual Issue Improvements Q2-Q4

E2-FA2: Design Viewing E2-FA2-P1 Viewing and Validation Requirements for Multi-

party Design Views Q4 Q1-Q4 Q1-Q2

E2-FA3: Integrated/Interoperable Design Systems E2-FA3-P1 Capital projects distributed simulation

environment Q4 Q1-Q4 Q1-Q4

E2-FA3-P2 Collaborative design environment Q2-Q4 Q1-Q4 Q1

E2-FA3-P3 Automated abstraction Q3-Q4 Q1-Q4

E2-FA3-P4 Data management Q2-Q4 Q1-Q4

E2-FA3-P5 Interoperability Requirements for Vendor Support of Automated Design Q2-Q4 Q1

E2-FA3-P6 Extended collaborative environment Q1-Q4 Q1

E2-FA3-P7 Interoperability Status Assessment and Gap Analysis Q1-Q2

E2-FA3-P8 Handoff from design to construction Q2-Q4 Q1-Q4

E2-FA3-P9 Certification Q1-Q4

E2-FA4: Intelligent Design Systems E2-FA4-P1 Rule-based Intelligent Design Systems Q1-Q4 Q1-Q2

E2-FA4-P2 Regulatory compliance Q2-Q4 Q1-Q4

E2-FA4-P3 Architecture for design advisors Q2-Q4 Q1-Q4 Q1-Q2



Yr 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 E2-FA4-P4 Automated detailed design systems Q4 Q1-Q4 Q1

E2-FA4-P5 Automated change management Q2-Q4 Q1-Q4

E2-FA4-P6 Design/Reuse capability Q4 Q1-Q4 Q1-Q4

E2-FA4-P7 Design risk assessment Q1-Q4 Q1-Q2

E2-FA4-P8 Integrity assessment based on design Q2-Q4 Q1-Q2

E2-FA4-P9 Intelligent capital projects design models Q4 Q1-Q4

E2-FA5: Create and maintain a design automation information clearinghouse

E2-FA5-P1 Industry-wide Design Automation Knowledge Base Q2-Q4 maintain maintain maintain maintain maintain maintain

CASE STUDIES

To be developed.

ORGANIZATIONS WORKING IN FOCUS AREAS

To be developed.

EXISTING RELEVANT RESEARCH ACTIVITIES AND RESULTS

To be developed.

FUNDING SOURCES

To be developed.



PROJECT DESCRIPTIONS BY FOCUS AREA

Projects are described below within each of the Focus Areas. The project template applied to each project includes: Project Title, Objectives / Deliverables (what result), Purpose / Business Driver(s) (why), Ties / Dependencies / Overlaps (with other projects or Roadmap elements) (constraints, boundaries), Urgency / Timeline (when), Process / Activities (how), and Resources (who).

Each project will be more fully defined as time progresses. At this point the project descriptions should indicate what the project will do in sufficient detail to get potential participants interested and to understand the timing and dependencies between projects. Timing or scheduling of these projects is presented in the section, the Seven-year Timeline.



E2-FA1: Metrics for Proof of Concept and Demonstration of Capabilities

Projects:

E2-FA1-P1 Design Contests Project Title Design Contests Objectives / Deliverables (what result)

Objective: Use design contests as a means to validate and show case automated design approaches. Deliverables: a) White paper b) Promotional material

Purpose / Business Driver(s) (why)

Purpose: Demonstrate proof of concept to gain endorsement for advancing capabilities Business Drivers: Develop metrics such as anticipated ROI, expected efficiency gains, etc.

Ties / Dependencies / Overlaps (constraints, boundaries)

a) Minimal ties and dependencies with other activities b) Constraints with funding prizes/awards, sponsorship

Urgency / Timeline (when)

Medium/Medium

Process / Activities (how) 1) Identify focus areas for contest 2) Seek sponsorships 3) Identify leadership team 4) Develop contest criteria, awards, judges, etc. 5) Advertise contest 6) Review entries and make awards 7) Promote results

Resources (who, where) Individuals: FIATECH members, students or design teams Organizations: FIATECH, universities, sponsoring companies, software vendors



E2-FA1-P2 Charrettes Project Title Charrettes Objective / Deliverables (what result)

Objective: Sponsor charrettes (modeled after Baldridge awards) with categories for academics and software vendors Deliverables: a) Promotional material


Purpose: Speed development and deployment of desired automation capabilities Business Drivers: Create incentives for software vendors to embrace the FIATECH roadmap and deliver tools that meet the related requirements. Use demonstration projects to advance rate of adoption. Create awareness and recognition within the industry.


a) Compatibility with overall roadmap objectives b) Constraints with funding and sponsors


Medium/Short term

Process / Activities (how)

1) Identify focus areas 2) Seek sponsors 3) Develop instructions/guidelines 4) Review entries and make awards 5) Promote results

Resources (who)

Individuals: FIATECH members, academia Organizations: Universities, software vendors, industry sponsors



E2-FA1-P3 Contractual Issue Improvements Project Title Contractual Issue Improvements Objective / Deliverables (what result)

Objective: Identify contractual issues that create barriers to automation and address solutions in a few market segments. Deliverables: a) Example contract terms and approaches b) Whitepaper outlining solutions


Purpose: Address contract terms to improve viability of automation approaches and improve project delivery Business Drivers: Contract terms and legal responsibility often limit application of automation, drive inefficient processes and create gaps in overall project execution. The process can be improved for all parties.


a) Legal constraints and sharing or responsibility/risk/reward b) Historical behavior


High/short term


1) Assemble team of industry representatives (owner, EPC, trades) 2) Brainstorm barriers and possible solutions 4) Submit solutions for broader review 5) Incorporate feedback 6) Publish results 7) Repeat process and work with other trades

Resources (who)

Individuals: Representative of organizations below Organizations: Trades, EPCs, Owners Estimated cost: $20K



E2-FA2: Design Viewing

Projects:

E2-FA2-P1 Viewing and Validation Requirements for Multi-party Design Views Project Title Viewing and Validation Requirements for Multi-party Design Views Objective / Deliverables (what result)

Objective: A virtual viewing environment that allows users to interact with a proposed design to assure full satisfaction of design intent Deliverables: Detailed definition of desired viewing and validation capabilities (then software vendors provide products meeting the need)


Purpose: Enhanced communication and more efficient and effective design review Business Drivers: Today, there are many disparate systems required to complete a design but it is not always easy to review the entire project. A common viewing environment allows team members access to design details and alternatives can be reviewed and quickly compared without involving the “application expert”. Improved communication helps ensure project objectives are met.


a) Ties to design advisors and code conformance. b) Depends on design tools, simulation environment and technical framework for data exchange


High/Medium


1) Assemble working group 2) Define and detail desired capabilities 3) Publish requirements 4) Create incentives for vendors 5) Review new products as they come to market 6) Enhance and update requirements

Resources (who)

Individuals: FIATECH members, academia Organizations: Software vendors, hardware vendors, EPCs, owners Estimated cost: $40K



E2-FA3: Integrated and Interoperable Design Systems

Projects:

E2-FA3-P1 Distributed Simulation Environment Project Title Distributed simulation Environment Objective / Deliverables (what result)

Objective: Create an Environment where it is possible to optimize process designs across multiple locations and participants. Deliverables: a) Exchange vehicle for front end and process data


Purpose: Improved efficiency of work processes and the resulting process plant. Business Drivers: Inefficiency of current work processes, use of low cost design locations.


a) 4.1 design conventions and standards b) 3.2 collaborative design environment c) 3.6 extend collaborative environment


Low/Long term



Resources (who)

Individuals: FIATECH members, academia Organizations: Software vendors, hardware vendors, EPCs, owners



E2-FA3-P2 Collaborative Requirements Definition Project Title Collaborative Requirements Definition Objective / Deliverables (what result)

Objective: Define the types of interaction, information, and user interfaces required through electronic means to support all participants during design execution. Deliverables: a) White paper defining requirements b) Identify current best practices for work-sharing in a global environment, and define future requirements based on a collaborative environment.


Purpose: Deliverable to software providers for inclusion/development of existing or new systems Business Drivers: Design execution cost reduction through improved productivity, error reduction and enhanced access to information. Improved work sharing in a global environment.


a) Ties with Element 1, Element 3, and Element 9 specific projects TBD. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products c) Alignment in the industry around terms and definition associated with collaboration.


Medium/Medium to long term


1) RFQ to consultant companies to define cost 2) Seek funding 3) Identify team 4) Execute study 5) Follow-up with FIATECH membership and software suppliers

Resources (who)

Individuals: FIATECH members Organizations: Owners, EPCs, Software suppliers, and universities



E2-FA3-P3 Automated Abstraction Project Title Automated Abstraction Objective / Deliverables (what result)

Objective: Create capability to extract sub sets of a ‘master model’ with selected intelligence to suit particular work processes and applications. Deliverables: a) Specifications of required subsets and work process descriptions


Purpose: Improved flexibility in design with improved quality of data exchange and integration. Business Drivers: Improved efficiency in design.


a) 4.1 design conventions and standards b) 3.2 collaborative design environment c) 3.4 Data Management


Low/Long term



Resources (who)




E2-FA3-P4 Data Management Project Title Data Management Objective / Deliverables (what result)

Objective: To define a systematic way to identify data requirements for data exchange and the quality of that data. Deliverables: a) Specifications of such a system


Purpose: Improved flexibility in EPCOM with improved quality of data exchange and integration. Business Drivers: Improved efficiency in work processes.


a) 4.1 design conventions and standards b) 3.2 collaborative design environment


Medium/Medium


1) 1) Assemble working group 2) Define and detail desired capabilities 3) Publish requirements 4) Create incentives for vendors 5) Review new products as they come to market 6) Enhance and update requirements

Resources (who)




E2-FA3-P5 Interoperability Requirements for Vendor Support of Automated Design Project Title Interoperability Requirements for Vendor Support of Automated Design Objective / Deliverables (what result)

Objective: Accelerate the rate of progress to achieving an integrated/interoperable design platform by creating an environment that encourages and facilitates vendors to compete to meet the program’s requirements. Deliverables: a) Whitepaper outlining necessary or required standards/attributes for software that would be supported and sought after by the marketplace. b) Validation or endorsement by a credible agency or association to support requirement.


Purpose: Speed the creation of a world of competitive software used throughout the lifecycle of capital assets that are fully integrated and interoperable. Business Drivers: Provide software vendors either a requirement or competitive inducement to ensure their software “speaks” with other software products [theirs or others] used throughout the capital asset lifecycle. This, in turn, will save untold dollars in engineering, design, construction, and maintenance costs.


a) Requires alignment of “requirements” of users at all stages of the lifecycle [what may be appropriate during the design stage may not be optimum at the maintenance stage]. b) Depends on code/standards creation of appropriate bodies. c) Must overcome vendor inclination to limit the “integrated/interoperable attributes” of their software to only their own family of proprietary products [why would I want to enhance my products’ ability to talk to a competitor’s product – if it can’t, you have to buy other modules or further functionality from me].


High/Short term. This goal becomes ever more difficult as yet more time, effort, and money is invested by vendors in their own company’s proprietary standards, language and “interfaces” that further preclude integration or interoperability with other companies’ products.


1) Assemble team of industry representatives [academic, associations, owners, engineers, constructors, vendors]. 2) Identify work already done to support this goal and by whom. 3) Develop a consensus on minimum requirements for “integration and interoperability”. 4) Have appropriate body publish requirements/standards/code

Resources (who)

Individuals: FIATECH members, academia, representatives of associations, senior vendor representatives Organizations: Universities, software vendors, associations, governmental groups [NIST, etc.] Estimated cost: $65K



E2-FA3-P6 Extend Collaborative Environment to Include Suppliers & Fabricators Project Title Extend Collaborative Environment to Include Suppliers & Fabricators Objective / Deliverables (what result)

Objective: Work with the trade associations and vendors/suppliers to create prototype projects and identify areas of overlap. Deliverables: a) Detailed description of project(s) for team to focus on and the metrics or measurable goals to be obtained at the conclusion of the project.


Purpose: Ensure inclusion of all appropriate stakeholders to: 1) assure “buy-in”, 2) derive benefit from existing solutions or ongoing work and 3) consider and address all pertinent perspectives, concerns, objectives, and issues. Business Drivers: Provide a focused project to coalesce work by all the stakeholders so duplication of effort is avoided and synergistic solutions arise.


a) Work on FA3-5 must have progressed to some “tipping point” where there is a minimum level of consensus on standards, methods, or approaches. b) A critical mass of vendors must have bought-in to the initiative. c) Owners need to supply prototype project(s) that are sufficiently compelling to suppliers to provide motivation to participate and commit.


Medium/Medium Dependent on FA3-P5 schedule and progress


Possibly integrate into the FA3-P5’s work group’s activities as a “proof-of-concept” initiative or step. That team would comprise the appropriate stakeholders, and would know what initial “functionality” needs to be tested in the project(s), and when to initiate them.

Resources (who)

Individuals: FIATECH members, academia, representatives of associations, senior vendor representatives Organizations: Universities, software vendors, associations, governmental groups [NIST, etc.]



E2-FA3-P7 Interoperability Status Assessment and Gap Analysis Project Title Interoperability Status Assessment and Gap Analysis Objective / Deliverables (what result)

Objective: Identify and assess past relevant work in this area and identify gaps Deliverables: a) Summary of past work in the field b) Summary of data exchange standards. Specifically identify issues with geometry exchange, IFC and AEX c) Report of vendor data definitions and applicability to industry standards


Purpose: Eliminate possibility of redundancy in future work and provide a head start for other projects Business Drivers: Efficient use of resources. Involve other participants.


a) Related to AEX data exchange b) Possible constraints in funding research activities


High/Short term


1) Identify funding sources 2) Create working group 3) Create RFP 4) Send RFP to likely participants 5) Review responses 6) Award work 7) Monitor progress 8) Publish findings

Resources (who)

Individuals: FIATECH members, academia Organizations: Universities Estimated Cost: $25K



E2-FA3-P8 Handoff from Design to Construction Project Title Handoff from Design to Construction Objective / Deliverables (what result)

Objective: Identify and address barriers to automated design approaches between design and construction phases of a project. Deliverables: a) Detailed listing by the construction industry of the requirements, needs, and preferences of the deliverables supplied by the engineer/design community – the what, when, and why. b) Detailed description of the challenges and/or barriers to providing the above in an integrated and automated fashion.


Purpose: Enhance the timeliness, quality, consistency, and value of the engineer/designers’ deliverables to the constructor. Business Drivers: Enable better and quicker execution of the construction phase of a capital project as well as enhancing the usefulness and longevity of all of the “data” within the design.


This appears to be a prerequisite for FA3-P5


High/Long term – appears to lie on the critical path for successful integrated/interoperable design systems. These systems/products will not be supported by the constructor community if they do not add real value to the construction phase.


1) Assemble team of industry representatives [academic, associations, owners, engineers, constructors, vendors]. 2) Identify work already done to support this goal and by whom. 3) Develop a consensus on minimum requirements for “deliverables” by an engineering/design company to the construction company. 4) Provide results to team comprising FA 3-P5.

Resources (who)

Individuals: FIATECH members who comprise the EPC phase of capital assets, academia, senior vendor representatives Organizations: Major EPC firms, Universities, software vendors Estimated Cost: $25K



E2-FA3-P9 Certification Project Title Certification Objective / Deliverables (what result)

Objective: Create a Certification service that validates FIATECH standards and demonstrated compliance with published standards. Deliverables: a) System to validate standards AEXML etc.


Purpose: Improved quality of data exchange and integration. Business Drivers: Vendors would genuinely be able to advertise their software as FIATECH standards compliant, encouraging use and sales.


a) FA4-P1 design conventions and standards b) FA3-P2 collaborative design environment


Low / Long term



Resources (who)




E2-FA4: Intelligent Design Systems

Projects:

E2-FA4-P1 Rule-based Intelligent Design Systems Project Title Rule-based Intelligent Design Systems Objective / Deliverables (what result)

Objective: Create standards, rules and best practices to enhance adoption and effectiveness of intelligent design systems Deliverables: a) Definition of best practices b) Basic rules for design systems developed in a common language which can easily be customized by various market segments c) Definition of standards necessary to build rule base


Purpose: Facilitate development and deployment of increasingly more intelligent design systems Business Drivers: There is a need for advanced rule based systems to enable higher levels of intelligent design. Identification of best practices will help identify standard industry approaches which will aid data exchange between applications and organizations.


a) Element 9, E2-FA3-P7


High/Medium


1) Assemble working group 2) Define requirements for rule base for Element 9 3) Assess and document best practices 4) Develop and document core rules 5) Distribute best practices and basic rules

Resources (who)

Individuals: FIATECH members, academia Organizations: Software vendors, Universities, EPCs, owners, Governmental agencies



E2-FA4-P2 Regulatory Compliance Project Title Regulatory Compliance Objective / Deliverables (what result)

Objective: Define requirements for intelligent design systems to be able to ensure compliance with regulatory requirements. Deliverables: a) Definition of system requirements b) Examples of regulatory requirements


Purpose: Provide clear definitions of requested capabilities so that software vendors and academia can begin addressing needs. Business Drivers: There are often multiple sets of regulations which can result in ambiguity. Significant amounts of time can be spent ensuring regulatory compliance.


a) Ties to Element 9


Low / Long term


1) Assemble working group 2) Assess and define requirements for regulatory compliance 3) Distribute findings

Resources (who)

Individuals: FIATECH members, academia Organizations: Software vendors, Universities, EPCs, owners, Governmental agencies



E2-FA4-P3 Architecture for Design Advisors Project Title Architecture for Design Advisors Objective / Deliverables (what result)

Objective: Define a common framework for the development of “design advisors” to be used in design software. Deliverables: White paper defining standard approaches and functional requirements.


Purpose: Simplify effort needed to incorporate best practices, rules-bases and standard approaches into software used in the design environment. Business Drivers: Improved quality and consistency in design work; capture of institutional knowledge for future design training and work.


a) Ties with Element 8, Element 9 specific projects TBD; FA3-P2, FA3-P4, FA4-P4, FA4-P6. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products.


Medium/Long term


1) Assemble team of industry representatives from detail design engineering firms and software vendors; potentially include university participants 2) Develop functional requirements and preferred behaviours 3) Execute study 4) Follow-up with FIATECH membership and software suppliers

Resources (who)

Individuals: FIATECH members Organizations: EPCs, Software suppliers, and universities



E2-FA4-P4 Automated Detailed Design Systems Project Title Automated Detail Design Systems Objective / Deliverables (what result)

Objective: Define how automated systems will perform the detailed functions of design based on a facility model, a rule base and unique project requirements. Deliverables: White paper defining standards and functional requirements


Purpose: Lower cost of detail design, improve quality. Business Drivers: Lowered cost for detail design in high cost work centers (North America, Central/Western Europe) and increased quality and consistency of work product from low cost work centers (Asia/Pac, Southeast Asia, etc), overall shortened design schedules and faster time to market for owners’ products.


a) Ties with Element 3, Element 8, Element 9 specific projects TBD; FA3-P2, FA3-P4, FA3-P6, FA3-P8, FA4-P5, FA4-P6, FA4-P7, FA4-P9. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products.


High/Short term


1) Identify team 2) Execute study 3) Follow-up with FIATECH membership and software suppliers

Resources (who)

Individuals: FIATECH members Organizations: EPCs, Software suppliers



E2-FA4-P5 Automated Change Management Project Title Automated Change Management Objective / Deliverables (what result)

Objective: To capture requirements and characteristics of a change management approach which can recognize and control change throughout the entire design, as well to changes throughout the life of the project based on changes incorporated from the as-built condition. Deliverables: White paper defining standards and functional requirements.


Purpose: Improve the methods of instigating and communicating change between disciplines and project phases (detail design, construction, commissioning, etc). Business Drivers: Improve ability of EPCs to meet schedule and project costs, minimize field rework and change requests, meet owner’s need for market window and, in regulated industries, compliance with governmental configuration management requirements.


a) Ties with Element 3, Element 4, Element 9 specific projects TBD; FA3-P2, FA3-P4, FA3-P6, FA3-P8, FA4-2, FA4-P4, FA4-P6. b) Legal/regulatory community involvement around contract and scope definition.


Medium/Long term



Resources (who)

Individuals: FIATECH members Organizations: Owners, EPCs, Software supplier’s, governmental regulatory agencies or consultants



E2-FA4-P6 Design/Reuse Capability Project Title Design/Reuse Capability Objective / Deliverables (what result)

Objective: Define methodology and functional requirements for pattern recognition systems that will parse and or monitor design execution in progress. Define the capturing methodology and presentation layer for the captured in information. Deliverables: a) White paper defining functional requirements b) Proto-types of systems


Purpose: Deliverable to software providers for inclusion/development of existing or new systems Business Drivers: Design execution cost reduction through the reuse of previous designs.


a) Ties with Element 1, Element 9 specific projects TBD. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products c) Alignment in the industry around terms and definition associated with design reuse.


Medium/Long term


1) Form team 2) Develop functional description of system requirements 3) Solicit Universities for participation or use concept to design competitions 4) Seek funding 5) Develop proto-types 6) Document the results 7) Follow-up with FIATECH membership and software suppliers 8) Provide incentives to the software vendors to further develop the proto-type for inclusion in existing/new design systems

Resources (who)

Individuals: FIATECH members Organizations: Owners, EPCs, Software supplier’s, and universities



E2-FA4-P7 Design Risk Assessment Project Title Design Risk Assessment Objective / Deliverables (what result)

Objective: Identify current best practices for risk assessment during design and describe requirements for future system development. Deliverables: a) White paper defining current best practices and future requirements


Purpose: Deliverable to FIATECH members for inclusion in to current businesses and deliver to software providers for inclusion/development of existing or new systems Business Drivers: Cost avoidance through the prudent use of risk analysis.


a) Ties with Element 1, Element 3 specific projects TBD. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products c) Industry’s willingness to share current best practices and future business strategies around risk management.


Low/Long term



Resources (who)




E2-FA4-P8 Integrity Assessment Based on Design Project Title Integrity Assessment Based on Design Objective / Deliverables (what result)

Objective: Develop industry standards for computer interpretable scope definitions, and contracts, along with functional requirements for system definition and eventual prototype for interfacing to design systems. Deliverables: a) White paper defining standards and functional requirements.


Purpose: Deliverable to FIATECH members for inclusion in to current businesses and deliver to software providers for inclusion/development of existing or new systems Business Drivers: Project delivery with cost and schedule certainty meeting client requirements


a) Ties with Element 1, Element 2, and Element 3 specific projects TBD. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products c) Legal community involvement around contract and scope definition.


Low/Long term



Resources (who)




E2-FA4-P9 Intelligent Capital Projects Design Models Project Title Intelligent Capital Projects Design Models Objective / Deliverables (what result)

Objective: Define the requirements of the incorporation and/or integration of intelligent design models with automated cost estimating applications for the purposes of the creation of cost-optimized projects (either for total installed cost or life cycle cost). Deliverables: White paper defining standards and functional requirements.


Purpose: Improved ability to accurately estimate total installed and life cycle cost of a facility and to use those costs as a design parameter for use by the design system. Business Drivers: Improved use of project capital, reduced risk and better view of project contingencies.


a) Ties with Element 1, Element 5, Element 9 specific projects TBD; FA3-P3, FA3-P4, FA4-P4, FA4-P5, FA4-P6, FA4-P7. b) Providing incentive to software suppliers at the completion of this effort to incorporate requirements into existing or new products.


Low/Long term



Resources (who)

Individuals: FIATECH members Organizations: Owners, EPCs, Software suppliers



E2-FA5: Create and Maintain a Design Automation Information Clearinghouse

Projects:

E2-FA5-P1 Industry-wide Design Automation Knowledge Base Project Title Industry-wide Design Automation Knowledge Base Objective / Deliverables (what result)

Objective: Provide a clearinghouse service for design automation information. Deliverables: A functioning clearinghouse providing design automation information to industry members.


Purpose: Available and current design automation information to those who need it. Business Drivers: Reduce time spent searching for design automation information and tools.


a) Element 9 provides the technical framework for the clearinghouse.



1) Prepare a specification of features and functionality desired for the design automation information clearinghouse, which will be accessible via the Web. 2) Develop a knowledge management approach to create a common template, populate and maintain the clearinghouse. 3) Prepare guidelines for evaluating information and vendor materials proposed for posting. The guidelines should ensure the value of the clearinghouse for industry stakeholders and prevent it from becoming a dumping ground for vendor marketing materials while providing equal access to software vendors providing products that support design automation for the capital projects industry. The working group will review and approve information proposed for inclusion. 4) Establish a research network tied to educational institutes, government branches, and private not-for-profit organizations to provide the industry with pertinent information associated with each focus area in Element 2. 5) Identify potential funding sources for the creation and ongoing maintenance of the design automation information clearinghouse. 6) Create the clearinghouse, populate it and operate/maintain it.

Resources (who)

Individuals: (people who want to work on this project) Organizations: (organizations working this topic already)

CPTR_E2_AutomatedDesign_Download_

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