November 04 - 06, 2019
Norris Conference Center - City Centre Location, Houston, TX

Pre-Conference Workshops: November 4

7:30 am - 8:00 am Check in for workshop attendees and morning networking

8:00 am - 10:30 am Workshop A: Accelerating your digital strategy - and the action plan to make it happen

  • Understanding the potential impact of digitization on your business – and your people
  • Selecting, designing and installing operations systems to ensure operations availability and integrity
  • Fostering a culture that accelerates technology adoption
  • Integrating Process Control Networks with data management, optimization and reporting systems
  • Assessing and ensuring readiness for operations, taking into consideration all aspects of the transition, including operational processes, roles and delegations of authority, legal and/or operations documentation, data and IT systems, resources and competencies; and governance
  • How do you identify – and then develop - the digital skills and capabilities you need?

8:00 am - 10:30 am Workshop B:Accelerating your Digital Transformation: Leveraging IoT to Drive Higher Asset Performance and Operational Efficiency over the Long Term

The oil and gas industry is facing unprecedented levels of complexity and market
upheaval. Historically low commodity prices, geopolitical events, disruptive technologies
and increased regulation mean the pressure to innovate (while simultaneously reducing
operations costs) is constant.
The intersection of IT and engineering is taking place throughout the discovery and
completion ecosystem and gives enterprises the capability to garner real-time intelligence
and improve decision-making onsite and in remote operations centers. Innovative
companies are making their operations more cost-competitive by leveraging digital asset
optimization practices and focusing on the future and long-run capital In the face of
uncertain long-term forecasts, this workshop will equip you with solutions that can create
additional profits from existing capacity and turn a costly operational expense into a
competitive advantage.
This highly interactive workshop run by ISG’s Hack Heyward, Dale Hearn and Ola Chowning,
will show you how IoT and analytics (comparative, predictive and prescriptive) can be used to
improve return on assets and capital employed. ISG will provide guidance on:
• Capture and analyze data that will lead to improved exploration efforts, oil recovery,
drilling accuracy, project delivery, and equipment maintenance and safety
• Identify the barriers that are currently preventing you from achieving your asset
optimization goals
• Ensure there is an appropriate focus on “Change Management” methodologies to
ensure adoption by your field employees
• Harness institutional knowledge by creating a Center of Excellence that houses best in
class analytics, process and operational knowledge
Dale Hearn, Partner at Information Services Group

Dale Hearn

Partner
Information Services Group

Hack Heyward, Partner at Information Services Group

Hack Heyward

Partner
Information Services Group

8:00 am - 10:00 am Workshop C: People, Process, Technology: Enabling the High Performance Organization

Oil and Gas companies are striving to achieve excellence in operations, maintenance, reliability and HSE. Whether you call it continuous improvement, operational excellence, process excellence or being world class it all boils down to people, process and technology. This workshop will focus on how to improve all three of these elements so that Operational Excellence is enhanced. Workshop topics will include:
• People (Managers) Improvement – what managers can do to enable performance
• People (Doers) – How to choose the right people and keep them in a High Performance Organization
• Process Improvement – What processes are commonly used including ISO (45000, 14000, 9000), BSEE SEMS, OSHA PSM, EPA RMP, OIMS…
• How to continuously improve all of these processes simultaneously at once using the Plan, Do Check, Act process for continuous improvement
• Leveraging Technology Like a Boss – Best Practices in Technology that yield results including:
• Dashboards, KPI reporting, metrics for Insight and Decision Support
• Automatic Risk Registers that give managers the information they need real-time
• How to leverage what you know across your enterprise using the HUAA (Heard, Understood, Acknowledged, Actioned) process that works!
• Enabling Technology and the Dos and Don’ts

Mike Bearrow, Global Process Safety Leader at Rolls-Royce

Mike Bearrow

Global Process Safety Leader
Rolls-Royce

10:00 am - 10:15 am Morning networking for workshop attendees

10:15 am - 11:45 am Workshop D: Operations Excellence: Building an Organization for the 21st Century

• Identifying the strategic value levers and performance improvement opportunities in your company
• How to truly determine how reliable, safe and efficient your operations are – and then set targets for change. What is the benchmark?
• Setting clear goals and targets for operations excellence
• Aligning leadership and the rest of the organization
• Creating a sustainable Operational Excellence framework - even as conditions change
• Linking your Operational Excellence plan to business needs and changing objectives
• Identifying your performance gaps
• How to translate the business values and strategies and policies into action
• Changing the organizational culture to incorporate OE principles into the everyday
• Managing “daily improvement” and strategic scorecard / metrics and sustaining continuous improvement Developing the right continuous improvement framework for your business to improve reliability and operability
Cristian Matei, Head of Business Transformation at Veolia Group

Cristian Matei

Head of Business Transformation
Veolia Group

10:15 am - 11:45 am Workshop E: Success factors in Operations Management System design and implementation: Why, How, and What?

Many companies have implemented management systems to improve conformance and execution in order to achieve a better state of performance in the pursuit of Operational Excellence. Companies like Andeavor, Marathon Petroleum, Chevron, Exxon and Koch have had tremendous success with their management systems. However, many other companies have found their management systems bureaucratic, costly, complex, and ineffective. This session will highlight the critical success factors in Operational Excellence Management System (OEMS) design and implementation.
• Why dynamic, constantly evolving, and combined Operational Excellence Management Systems are needed more than ever
• How to define the “Size of the Prize” and deliver value through implementation of OEMS
• Use of Lean Principles, Plan-Do-Check-Adjust, and the Six Sigma Methodology to build new and improve existing OEMS
• Why Operational Discipline (OD) system is needed to execute the Operational Excellence Management System
• Bring OEMS to Life with Leadership to Life (L2L) – Sustain it with Operational Discipline (OD), Human Factors, and Behavioral Science
• Executive Stewardship, Operational Leadership, and Tactical Ownership

10:15 am - 11:45 am Workshop F: Digital Transformation: Applying better analytics to find untapped cost efficiences

• Dealing with issues as – or even before – they arise, using actual figures to make fact-based decisions
• Enabling real-time interaction with the information you need to manage your area of responsibility – whether it’s the entire company or a specific region, field, well, maintenance activity, or opex budget
• Combining enterprise data with real-time operational data
• Gaining a real-time perspective of how your operations and asset are doing at any given moment – along with the insight to trigger the right actions needed to maximize operational excellence
• Managing “daily improvement” and strategic scorecard / metrics and sustaining continuous improvement
• Developing the right continuous improvement framework for your business to improve reliability and operability

11:45 am - 12:15 pm Networking Luncheon for workshop attendees

11:45 am - 7:00 pm Workshop: NASA Johnson Space Center Site Tour

Join us for this interactive tour to lean about NASA Safety Culture!

David Loyd will take participants on a rare and exclusive tour of the NASA JSC Mission Control Center and Space Vehicle Mockup Facility. Learn how NASA trains its astronauts to optimize attentiveness, improve reaction time and minimize operational risk.

Bus departs at 12 Noon and returns to Norris CC at 7pm. Site tour limited to 50 participants.

*due to NASA policy, only US Citizens are permitted on this tour.

12:15 pm - 1:45 pm Workshop G: OE ownership and governance: Reducing complexity and variability with clearly defined standards and accountabilites

• Successfully modelling system wide process governance: Building the most compelling case for deeper OE focus
• Defining standards, procedures and accountabilities: Who has decision making rights, responsibility, accountability?
• Creating an audit function to monitor conformance: Who, what and where should this audit function be?
• Ensuring that you stay focused on culture to drive OE compliance
• Facilitating knowledge flow obtain the most value from KM programs: Why the oil and gas industry needs this more than anyone else
• Identifying the IT tools that permit companies to “learn” what they already know and promote knowledge flow
• Attacking on multiple fronts: policies, roles & responsibilities, processes, technology
• Weighing the pros and cons of centralized versus localized continuous improvement programs

12:15 pm - 1:45 pm Workshop H: Human Factors and Procedure Management: What reliably effects procedural adherence AND what can you do about it?

Dr. S. Camille Peres will share state of the art research identifying variables that reliably influence procedural adherence. She will talk about how to implement effective procedural designs and practices for safe and effective operations.
• Learn why workers’ experience level and task frequency strongly influences procedural adherence
• Learn current “best practices” for safety and hazard statement designs
• Understand how Operational Excellence can be compromised when procedural systems do not support workers’ performance
• Get hands on experience with writing procedures
Camille Peres, Associate Professor, Environmental and Occupational Health at Texas A&M University

Camille Peres

Associate Professor, Environmental and Occupational Health
Texas A&M University

1:45 pm - 2:00 pm Afternoon Networking break for workshop attendees

2:00 pm - 3:30 pm Workshop I: Creating the road map for a world class Operational Risk Management framework

• Benchmarking the current state of your core processes:
- company strengths
- gaps to close
- potential financial impact of procedures
- change readiness
• Creating the roadmap for a strong ORM program:
- including securing leadership support
- ensuring ORM governance and risk accountability across the organization
- conducting regular risk assessments
- prioritizing risks

2:00 pm - 3:30 pm Workshop J: Driving Operational Excellence to the Frontline: How to translate the business strategy into action

• Creating a sustainable Operational Excellence framework - even as conditions change
• Linking your Operational Excellence plan to business needs and changing objectives
• Identifying your performance gaps
• How to translate the business values and strategies and policies into action
• Changing the organizational culture to incorporate OE principles into the everyday
• Managing “daily improvement” and strategic scorecard / metrics and sustaining continuous improvement
• Weighing the pros and cons of centralized versus localized continuous improvement programs
• Developing the right continuous improvement framework for your business to improve reliability and operability
- Which organizational structures work to eliminate functional silos?
- How can you encourage and reward process ownership?
- What role do technologies like iBPM, cloud computing and data analytics have to play?
• Early execution learnings: Implementing structured metrics to monitor and measure process performance
Julie Thyne, Global Continuous Improvement Leader at Dow Chemical

Julie Thyne

Global Continuous Improvement Leader
Dow Chemical

3:30 pm - 3:45 pm Afternoon Networking break for workshop attendees

3:45 pm - 5:15 pm Workshop K: Auditing Your Process Safety Program: Ensuring Continual System Improvement

• The latest tips and tricks for auditing your process safety program:
- Purpose for auditing
- Auditor qualifications and skills
- The audit process: notification; preparation; execution; closing meeting; reporting
- Identifying and writing a shortcoming
• What’s required to be successful? Designing a model that’s broad enough to be applicable to all of your assets
- Key elements of a successful process safety program
- Description of each element
- How elements work together
• How can we better learn from our mistakes?
- Description of the incident
- Identification of precursors that foretold the incident
- PSM element(s) that failed

3:45 pm - 5:15 pm Workshop H: Practical Application of AI, Machine Learning and IoT for Operational Excellence

• Understanding value streams in the context of Industry 4.0
• The evolving role of intelligent assets in a value stream
• Basics of AI and Machine learning in the industrial context
• Mapping AI to business needs – selection criteria
• Achieving operation certainty with AI:
- Asset reliability
- Operation optimization
• Selecting, designing and installing AI and IIOT systems for operational certainty

3:45 pm - 5:15 pm Workshop Conclude