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A Success Story
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Global SPI Initiative
In 1998 it was determined that Fluor needed a Control Systems automation tool that had the
global capability of serving 20 Engineering Centers in 10 countries
The tool had to assure consistency between offices by using a data centric approach to
engineering
The tool needed to be flexible enough to meet the needs of several Fluor Business Sectors
The tool needed to be well documented and have tutorials and user training available
The tool had to be web enabled and capable of round the clock operation across different Time
zones
The tool had to have at least an equivalent functionality of the Legacy Systems already in use in
several Fluor offices
The tool had to assure standardization by having spec libraries, reference tables and default
engineering data built in
The tool needed to create all the deliverables associated with the latest process control systems
The logical choice for Fluor’s Reference System at that time was INtools
Later INtools was acquired by Intergraph and renamed SmartPlant Instrumentation
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Global SPI Initiative
Method for positioning SPI as the Fluor global reference system software
for the Control Systems department
+
Training
Training Plan Plan
= Global
Implementation
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SPI Organization Plan
User Base
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SPI Organization Plan
Corporate Organization
Executive Sponsor – Highest ranking SPI administration team member – responsible
for program funding and corporate standardization
Control Systems Functional Leader – Global discipline SPI coordinator – responsible for
SPI budget dispersal and discipline standardization
Global Automation Team – corporate engineering automation members – responsible
for corporate wide reference system software distribution
Global SPI Implementation members
Global SPI Initiative Manager – Reports to the Functional Leader to develop and
execute the SPI implementation plan
Global SPI Technical Specialists – SPI Application specialist who develops SPI global
work processes and training programs
External Support Services
Intergraph – Software Licensor – Fluor established an extended agreement for access
to Intergraph Sales Representative and Software Technical Support Team
Additional Resources – Fluor maintains service and support contracts with Intergraph in
several countries, Overload Services Inc. in the U.S. and CadView in Europe
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SPI Organization Plan
Local Leadership Teams
SPI Administrators – Each Fluor project is assigned one or more Administrators
to setup the SPI database and maintain the implementation specification. The
SPI administrator acts as the SPI lead on the project and is the primary SPI
support source
SPI Trainers – Local SPI trainers are available on the projects to assist users in
developing their SPI skills. Trainers may be administrators, Specialists or Super
Users with the ability to do One on One or Group training
SPI User Base – Every member of the Control Systems department assigned to
projects are expected to use SPI to perform their specific project functions.
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SPI Communication Plan
Communication Plan
Define a clear objective of the SPI Communication Plan
Create and publish a Key Contacts and SPI Champions Matrix
Establish a SPI Knowledge Management System and Web Portal
Develop Knowledge Management SPI specific content
Define Communication Methodologies
▪ E-mail
▪ Summits
▪ Telephone
▪ Net-Meetings
▪ World Wide Web
▪ Wide Area Network
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SPI Communication Plan
The objective of the SPI Communication Plan
Provide each Fluor SPI user clear and concise information relating to the use of SPI and the
most current support data available
The Global SPI Champions Matrix
A list of SPI experts from all Fluor offices that are available to answer questions and offer user
support on any project or in any Fluor office
The SPI Knowledge Management System (Knowledge Online)
Fluor’s industry leading Knowledge Management System with Knowledge Packs and Forums
devoted to SPI
The SPI Communication methodologies
▪ E-mail – All champions email addresses are published to user base
▪ Summits – Global summits to train and align SPI champions from all offices
▪ Telephone – All champions are available for telephone consultation
▪ Net Meetings – Periodic Net Meetings and workshops to discuss latest functions
▪ World Wide Web – Create Websites to provide access to global user community
▪ Wide Area Network – Use of Knowledge Online as a resource for SPI documentation, user
guides and work practices
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SPI Implementation Plan - Then
Initial Implementation Plan
Establish SmartPlant Instrumentation as the official Global Reference system
Create internal support mechanism for Global, Local and Projects support
Create Standard Fluor Global Seed Files so projects initialize from a common basis with
standard profiles and spec sheet libraries.
A TO
B
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SPI Implementation Plan - Now
Current Implementation Plan
Require Global Reference system (SPI) to be used on all Fluor projects
Use the SPI Global Champions Matrix for Global, Local and Project support
Develop project seed from Implementation Specification or use client SPI seed
THIS IS NOW
A TO
B
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SPI Training Plan – Key to Success
Global SPI Training Plan
Establish permanent SPI Training Budget
Train the Trainers and use them to train the SPI users
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SPI Implementation Successes
FLUOR SPI Implementation specification
Defines SPI scope of work for all Fluor projects.
Defines SPI configuration, support tables and deliverables
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SPI Implementation Successes
FLUOR utilization of SPI Process Module
Process engineers load process data directly into SPI
Use the SPI workflow to control process data
Process engineers own the process data
Seamless process data flow to Instrument datasheets
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SPI Implementation Successes
FLUOR Work Sharing Using SPI
Inter-discipline work sharing with SPI database.
Use of high value work centers in Manila and New Delhi.
Working in a global environment with Citrix.
Shared SPI data with Clients and other Engineering companies
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SPI Implementation Successes
FLUOR SPI user training and development
All Control Systems members receive SPI training.
Update training for technical support team members.
Fluor developed SPI training presentations, manuals and guides.
Knowledge Online and dedicated Knowledge Pack for SPI.
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SPI Implementation Successes
FLUOR SPI Technical Support Team
SPI administrator on each project.
Gets SPI support directly on the taskforce.
Opens opportunity for One on One User training.
SPI Global champions in every Fluor office
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SPI Implementation Successes
FLUOR realized savings using SPI
Time savings using “Out of the box SPI” and “Seed files”
Cost savings when deliverables are electronic files
Savings using data sharing capabilities of SPI
Improved accuracy equates to reduced field costs
Eliminate cost of supporting and maintaining Legacy Systems
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SPI Implementation Successes
2008 FLUOR SPI – INtools Global Resume
Used SPI or INtools over the last 11 years on 180 projects executed in 20 different Fluor
offices generating almost 4000 segment diagrams and over 250,000 loop diagrams
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SPI Implementation Challenges
Not every part of Fluor’s SPI Implementation Plan was a total success!
Fluor SPI Seed file concept was ineffective because no two projects were consistent enough to take
advantage of it – The Fluor seed file was replaced with the Implementation Specification
Creating deliverables over Citrix Server was unsuccessful because of generation speed over a
remote connection and licensing issues – We now create all deliverables at the SPI database server
Using “out of the box” spec library forms was costly because we were required to modify every spec
to add P&ID numbers and ISO 9000 revision signature fields for almost every project – We now use
overlaid title boxes and modified spec libraries.
Using custom external reports failed because they weren’t transportable from version to version and
some custom reports created with Access or Infomaker were declared intellectual property – Used
SPI browser views as deliverable report forms
Import of new tags into SPI had issues because users did not use the SPI Import Utility properly and
took too many short cuts resulting in database corruption – Prohibited the use of the Import Utility for
introducing new tags to the SPI Project databases
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Global SmartPlant Instrumentation Utilization
What’s Next ? – Fluor’s Next Generation Project Execution Solutions are enabled by a solid, data-centric
foundation that enables multi-office and multi-party execution and rule based automation. At its core are the
Intergraph SmartPlant® suite of tools, including SmartPlant Instrumentation and SmartPlant Foundation.
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