Directed Work & OBE

How to Move to Directed Work

THE SIMPLE KEY TO SUCCEED IN QUICKLY MOVING TO DIRECTED WORK and OPERATIONS BY EXCEPTION is to follow our guide on how to move to directed work.

We have helped clients save up to $60,000,000 in recurring annual OPEX, optimizing their oil and gas operations.

We have customers that have marginal success or struggle capturing significant, lasting, recurring OPEX savings.

We follow a simple formula to assist clients and try to get them focused on a few simple integrated strategies, and we find number one is the most common item preventing clients from quickly and fully capturing the benefits of moving to Directed Work, Operations by Exception, and using OT:


1. Use a SINGLE MOBILE INTERFACE/APPLICATION for all field staff

We have several clients that spend months looking for a field operations application that meets ALL their operational, directed work, alarm management and response, field data capture, and maintenance management requirements

If you shop the current cloud hosted / “off the shelf” offerings from our competitors, you are likely to match 6 or 7 of your 10 requirements, but it is highly unlikely you will find a 9 or 10 out of 10 match.

Then there is the perpetual per month per user or similar variable recurring costs, where you own no intellectual property and then need to top that up with a support contract.

Then when you need to make rapid or timely changes to continually improve and optimize, but adding features, you have to submit a change request, get in line for with all the other customers and “take a number”, or even worse, have another co-tenant customer veto your change.

To continually optimize and improve, you will need to integrate and exchange data to and from your internal data systems.  Some cloud / mobile operations cloud vendors are difficult to work with to do timely data integrations or out right new to the approach.  Be careful to select a solution with easy simple data integration capabilities; once you get your field bought into this journey, you want to quickly integrate their feedback and maintain their engagement.


2. Eliminate ALL paper

Let the field staff “work”; not log in and out and switch between many mobile apps to get their core work done; keep them focused and engaged and wanting to provide you daily critical field feedback


3. Get your field operational organization READY FOR CHANGE

  • Consistency

  • Willingness to change

  • Grass roots buy in


4. Update your operational organization and adjust it to the world of OT, Directed Work, and Operations by Exception

Accept you MUST have a quarterback to integrate Work Flows, Data Flows, Directed Work, Field Communications, SCADA/Process Control, and Field Automation


5. Add Field Automation and Technology LAST!

Focus on your culture and work flows and let them lead you to and clearly show you your gaps in Field Technology and Automation.  That assures you buy and implement the right technology and hits the field, TIGHTLY INTEGRATED into your field operations!


6. Consolidate All Your Field Operational and Engineering Data / Create an OT Data Warehouse

  • Create a “Enterprise Historian” solution to consolidate all your SCADA and Process Control Data and make it available real time to all other systems

  • Create the ability to do “Virtual Polling” by integrating time series data and data types like photographs and third party data modeling and calculations into your native SCADA and Process Control systems.


7. Smart Alarms, Smart Events, and Health States

  • Health States to simplify and summarize having numerous smart alarms and events, and categorizing them by priority and impact.

  • Use the Health States to hide any complexity in the number of smart alarms and events you have …

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