Creating Dynamic Performance Operational Displays

Peter told the team that users are able to create their own specific data visualizations to help them perform their jobs easily and more quickly. Any authorized user can display EIDI data at the desired level of detail. The visualization tools examine process and asset data based on current time and/or in their desired time context, which is vital for forensic cause-and-effect analysis.

Monica Armstrong, the planning and economics coordinator, explained that cloud computing makes access to these applications more flexible. It is now possible to access and create real-time graphics or use traditional Microsoft Excel or Power BI analytics tools on-premises or via the cloud. End users can create individualized KPI dashboards and access them from their workstations or from a smartphone or tablet.

"This ability to include only the data that you need has another benefit," said Monica. "It means you don't waste any time viewing unnecessary refinery information. You can focus on what is relevant, and if needed, drill down into the data you are interested in."

Peter added that the visualization tools let people monitor operations at different levels: the process unit, for example, or the refinery complex, or at the enterprise level. Users can select standard displays that the EIDI digital transformation team has configured or they can modify displays creating the context they desire.

Three activities that enable workers to create and use EIDI dashboards and graphics are authoring, monitoring, and ad hoc analysis. The EIDI team will initially help users by publishing a set of predefined display and dashboard templates for the users. If knowledge workers wish to customize their dashboards and displays to make it easier to consume the information, the EIDI team will train them how to customize and publish their own displays. The second activity is to train users how to visualize and navigate through displays and dashboards. The third activity is for the team to train power users so that they can effectively design customized displays and dashboards to solve problems unique to them. Figure 5.10 shows some examples of this via typical EIDI dashboards or other applications that use EIDI data.

"The EIDI is set up to serve as the primary data access vehicle," said Peter. The goal is to have engineers, a planning and economics manager, or the maintenance team configure their dashboards, to solve problems themselves, not needing to wait for anyone to generate queries or reports.

"If they need assistance to interpret the data, it's OK," Peter said. "The key is to embed the EIDI in our daily work routines. Then we will be alerted when a part of the refinery, whether it is a piece of equipment, or a chemical mixture or some other factor, is becoming a problem, either an asset misbehaving or production not meeting targets." (See Figure 5.11.)

FIGURE 5.10

Collaboration activities for knowledge workers.

FIGURE 5.11

Display showing compressor status and performance.

 
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