Performing smart audits
The question
Our organization and EPC’s use Hexagon’s Engineering applications to design our facilities. We have negotiated contracts with the EPC to provide complete and concise engineering deliverables so that we can maintain the facility in the future. We’d like to perform audits of these deliverables to ensure we are getting what we need. Ideally these would be at the 30%, 60% and 90% point of engineering as well as at the time of information handover.
How can we obtain an independent view and analysis of how well our EPC is performing? We’d like to identify any issues before they become larger problems. Having some periodic reporting (e.g. monthly/quarterly) and dashboards to monitor progress would go a long way in giving us a comfort level in what is being designed and delivered.
The solution
CooleyCore believes strongly in the need for independent assessments/audits of deliverables. Owner/Operators have had a long history of not getting all the information they need to operate a facility at the time of information handover. Quite often, budgets have been exhausted and facilities are left with an incomplete information solution when they transition to operations.
CooleyCore has developed solutions that allow us to help owner/operators deal with this complex issue. We can perform audits on the detailed data in P&ID, SI, SPEL, S3D, SPF to ensure that information is being populated as agreed to and at the appropriate stage of engineering (i.e. at 30%, we would not expect a record to be fully populated, but at 90% we would).
We can also identify issues with inconsistent data between applications (for example, P&ID is populated but the SI record for the tag does not correspond).
Our approach
Step 1: Assessment
We understand where the project is at (greenfield, brownfield, etc) and recommend the appropriate level of engagement.
Step 2: Conduct Audit(s)
We use our tools and know-how of the application(s) to provide an assessment of the completeness of the data. Often clients will engage us throughout the lifecycle of the project to provide these assessments.
Step 3: Communicate findings
We provide reports and dashboards to communicate progress and potential deficiencies. These can be one-time or continuous refresh (i.e. updated on an agreed schedule to demonstrate how the EPC is addressing findings). CooleyCore’s staff are able to work with various stakeholders (Owners, EPC’s, etc) as needed.
FAQs
Certainly. Over time, some things slip through the cracks and inconsistencies arise in the information that is kept about a facility.
We can perform a snapshot or reportcard on what we see in the databases to give our clients a look into any issues they may face when adding to the facility.
We can make recommendations on ways of approaching the capture and recording of add-on information.
We have conducted projects where information was stored in docu-centric applications and move them to a data-centric approach that allows better integration and searching.
Yes, we do that. CooleyCore has developed methods to “scrape” data from a number of sources (including paper hard-copy). This allows us to populate databases in an efficient and accurate manner, allowing clients to enjoy the benefits of a data-centric approach to managing their information.
