1. Copyright © 2005 World Batch Forum1 How to use ISA95 part 3 for MES functional URS Jean Vieille www.psynapses.net/vieille

2. Copyright © 2005 World Batch Forum2 Agenda What’s wrong with MES and URS? ISA95 part 3 functional framework Methodology Conclusion

3. Copyright © 2005 World Batch Forum3 MES: between Business and Manufacturing MES is a fuzzy area: –IT/Business community hardly understand actual manufacturing control constraints and needs –Control community doesn’t catch business mind, MES –Crosses business processes, business tasks and control tasks –Encompassed production, quality, maintenance, and inventory execution control Not a complex technical issue –Compared to automation: no fancy algorithmic, multipath sequencing… However –Structure requirements and assessment process takes a unique mixture of skill sets and years of study and practice

4. Copyright © 2005 World Batch Forum4 Example: URS vs FS in GAMP4 ???

5. Copyright © 2005 World Batch Forum5 Agenda What’s wrong with MES and URS? ISA95 part 3 functional framework Methodology Conclusion

6. Copyright © 2005 World Batch Forum6 PRM + ISA95-3 functional models Procurement Production Scheduling Material and Energy Control Product Inventory Control Product Cost Accounting Quality Assurance Product Shipping Admin Order Processing Production Control Maintenance Management Research Development & Engineering Marketing & Sales 4. Work data collection 3. Work execution 8. Work resource management 2. Work dispatching 5. Work tracking 1.Detailed work scheduling 7. Work definition management 6. Work analysis From ISA95 standards

7. Copyright © 2005 World Batch Forum7 Combined Procurement Production Scheduling Product Cost Accounting Product Shipping Admin Order Processing Research Development & Engineering Marketing & Sales Work data collection Work execution Work resource management Work dispatching Work tracking Detailed work scheduling Work definition management Work analysis Work data collection Work execution Work resource management Work dispatching Work tracking Detailed work scheduling Work definition management Work analysis Work data collection Work execution Work resource management Work dispatching Work tracking Detailed work scheduling Work definition management Work analysis Work data collection Work execution Work resource management Work dispatching Work tracking Detailed work scheduling Work definition management Work analysis Work data collection Work execution Work resource management Work dispatching Work tracking Detailed work scheduling Work definition management Work analysis

8. Copyright © 2005 World Batch Forum8 Beyond Production ISA95 Part 3 defines the following Manufacturing Operation Categories (MOCs): –Production –Quality tests –Maintenance –Inventory control Other or different MOCs can be defined. Example: –Distribution, Transportation –Inbound, Outbound logistics, Internal transfers –Tooling –Cleaning –… It’s all about execution! Advanced MES solutions take care of many aspects of product manufacturing and handling

9. Copyright © 2005 World Batch Forum9 The ISA95 tri-dimension functional framework Manufacturing Operation Categories - Production - Maintenance - Quality - Inventory - … Supporting activities - Management of security - Management of information - Management of configurations - Management of documents - Management of regulatory compliance - Management of incidents and deviations Execution/ManufacturingBusiness/Planning Manufacturing Operation Core Activities - Work Detailed Scheduling - Work Dispatching - Work Execution - Work Data Collection - Work Tracking - Work Analysis - Work Definition Management - Work Resources Management Functional Requirements

10. Copyright © 2005 World Batch Forum10 Agenda What’s wrong with MES and URS? ISA95 part 3 functional framework Methodology Conclusion

11. Copyright © 2005 World Batch Forum11 2/3Tiers Business / Execution functional hierarchy Business Processes (Business side) Business Tasks Execution Processes Recipes, Routings (S88, Control) SOPs, EPEs Work instructions Business Processes (Execution side) Business Tasks (Business related) Business Tasks (Execution related) (S95, MES)

12. Copyright © 2005 World Batch Forum12 URS methodology overview Solution adequacy & FS mapping Application Component Task Activity Manufacturing Operation Category Characterization Manufacturing Operation Category Application Component Task URS develomment Business Processes

13. Copyright © 2005 World Batch Forum13 General process Phase 1: Technical modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Synchro Implementation Maintenance Evolution Phase 2: Business Processes BP / Task iteration

14. Copyright © 2005 World Batch Forum14 Phase (1): Technical modeling Step 1.1 Manufacturing Op. Categories Step 1.5 « Working » Segments Step 1.2 « Material » Resource Control Spec and Design Step 1.3 « Equipments » Resource Step 1.4 « Personnel » Resource Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

15. Copyright © 2005 World Batch Forum15 Phase (2): Business processes The highest functional requirement level They illustrate situations and tasks (functional services) activation scenarios They can be manual, semi or fully automated They can be hierarchic –High level processes activate lower level processes –Elementary processes are tasks… They can be compared to Manufacturing processes : ISA88 Recipes (BP) activating EPEs (tasks) Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

16. Copyright © 2005 World Batch Forum16 Business processes classification 1. Execution management –Work organization and execution –MOC specific or shared 2. Resources management –Resources, not work related activities 3. Operations management –Dashboards, performance indicators, activity reports not specifically linked to work orders 4. Repository synchronization Depend on business management options Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

17. Copyright © 2005 World Batch Forum17 BPs highlight interfaces requirements Some processes are shared –Between several MOCs –Between Business and Execution These situations indicates communication links and likely transactions. Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

18. Copyright © 2005 World Batch Forum18 BPMN language By BPMI, www.bpmi.org Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

19. Copyright © 2005 World Batch Forum19 Phase (3) : Tasks Phase 3 Tasks Phase 2 Business processes Step 3.1 Task list Step 3.2 Description Step 3.3 Consolidation Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes Enterprise MES Core system

20. Copyright © 2005 World Batch Forum20 Tasks Characterization 1. Physical level6.Technical constraints 2. Segments7.Dependences 3. Manufacturing Operation Categories 8. Task style 4. Responsibility9. Justification 5. Users10. Information Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

21. Copyright © 2005 World Batch Forum21 Tasks consolidation Similar tasks appear in different MOCs Consolidation may be possible Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes Identical, separate Common Similar, different MOC1 MOC2

22. Copyright © 2005 World Batch Forum22 Phase 4: Solution selection Consolidated Tasks (phase 3) Middle list Short list Long list Step 4.1 Pre-qualification Step 4.2 Functional adequacy Step 4.3 Mock up Step 4.3 Select and order Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes

23. Copyright © 2005 World Batch Forum23 Functional adequacy Functional requirements T T T T T Information MOC Standard modules Integration Custom development Users Technical constraints Manufacturing Operation categories Solution Tasks Requirements P P P P P Processes Application component Existing application Manual procedure

24. Copyright © 2005 World Batch Forum24 Agenda What’s wrong with MES and URS? ISA95 part 3 functional framework Methodology Conclusion

25. Copyright © 2005 World Batch Forum25 Conclusion ISA95-3 offers a robust framework for MES requirements specification This makes possible to keeping functional design in sync with URS allowing –Closer to expectations delivered solution –Consistent evolution –Core system build up However, it implies full User / Solution integrator agreement Phase 1: Technical Modeling Phase 3: Tasks Phase 4: Solution Selection Phase 5: Implementation Synchro Phase 2: Business Processes