1. Improving Safety, Efficiency and Regulatory
Compliance Via Asset Documentation Integrity
David Blain McLaren Software

2. Agenda
•About McLaren Software
•The Asset Lifecycle
•Some Case Studies
•What’s different about Engineering (or why search technology is not sufficient)

3. Engineering Document Control and
Management
Asset Information Integrity

4. McLaren Software
• Formed 2000 • Channel Partners
• Subsidiary of IDOX Group plc • Spain, Germany, Middle East, South Africa, Australia,
• Leading UK information management and services group
Denmark, Sweden, Finland
• 10 years Industry and Document Management Experience
• Offices • Technology Partners
• Glasgow, UK • EMC Microsoft
• Houston, TX USA
• IBM Autodesk
• ISO Accredited Company
Asset Information Integrity

5. Representative McLaren Customer List
Life Sciences / Healthcare Oil & Gas
Government / Transportation Utilities
Provincie Groningen

6. Asset Lifecycle
• Engineering Document Management Applications
– Proven to help customers construct, operate and maintain, efficient, safe and compliant plants
or facilities.
Handover Commissioning
Projects Operations
Design Operate
Build Procure Maintain
Plan
Retire
Recycle

7. Energy & Utilities – BC Hydro
Business Challenges
• Meet Energy Demands for 2010 Winter Olympics
• Reduce reliance on imported (coal generated) power from
USA
• Industry regulations – green mandate
• $5bn capital investment program
System Challenges
• Management of 750,000 engineering drawings
• Geographically dispersed engineering teams
• 30 Days to locate and issue engineering drawings
• Capital Project Backlog of 3 months
• Management of 4 legacy systems

8. Energy & Utilities - BC Hydro
McLaren Solution
• Engineering process review and optimization
• Document and Drawing Migration
• Enterprise Engineer based solution – Projects, Assets,
Transmittals
•Benefits
Customized asset document portal
• Streamlined engineering drawing management process /
Reduced reliance on hard copies
• Reduction of project execution time 90 to 5 Days
• Accurate audit trails for all engineering documents and
drawings
• On demand reporting
• Increase in user confidence

9. Oil & Gas – Canadian Natural Resources
Business Challenges
• $14Bn Capital Project – Alberta Oil Sands
• Remote processing plants
• Securely exchange, verify and classify engineering
document and drawings with EPCs and Fabricators
• Meet deadlines by managing concurrent projects
System Challenges
• Secure access to project and asset documents to EPCs
and Fabricators across the world and in situ
• All documents and drawings to be wet stamped to
comply with regulations
• Integration with J D Edwards ERP system for work order
synchronization

10. Oil & Gas – Canadian Natural Resources
McLaren Solution
• Engineering business process review and optimization
• Electronic squad check and review of all design and
construction documents arriving from EPCs and
Fabricators
• Engineering Drawing Management
• Project to Operations handover processes
Benefits
• 640 Contributors / 1,000 consumers
• Supported for the Project from inception to Operations
• Standardized process throughout
• Raised confidence in the integrity of all documentation

11. Pharmaceutical – Eli Lilly & Company
Business Challenges
• 130 Year old company, 40,000 employees, household name.
• 11 Plants in Americas, producing everything from Oncology drugs to bulk
compounds
• Rapidly changing commercial landscape with acquisitions and divestments
• Heavily regulated and validated industry
• Aim: Cut time to complete engineering changes from average 55 to 15 days
System Challenges
• Secure access to high volumes of facility documentation for 11 plants in North and
South Americas
• Upgrade existing successful 6 year old McLaren 2.5 solution – and extend functionality.
• Prepare for global expansion of scope of solution, and multi-lingual use.

12. Pharmaceutical – Eli Lilly & Company
McLaren Solution
• Deliver streamlined Engineering change review and approval process, managing natives and
publications.
• Deliver visibility into performance of engineering change process
• Asset Vault for each facility, supporting concurrent engineering
• Support rapidly changing commercial landscape with acquisitions and divestments
• Validated to 21CFR11 and GMP
• Intranet search for released approved drawings – reduce load on document controllers
• Automate document number allocation
Benefits
• Fast and efficient access to plant documentation
• Improved engineering change processes
• Visibility of process
• Improved reliability of content
• Secure communications with design contractors
• Less dependence on bandwidth of doc controllers

13. Enterprise Engineer Architecture
EE Client Tier
EE Client EE Client Applications SoA Architecture
 Microsoft .NET Client
Application Interface
 HTTP(s), XML, SOAP Communications
 J2EE Web Services
EE Server Tier
Scalability
EE Web Services
 Enterprise scalable
EE Foundation Classes  Leverages ECM platforms
ECM Platform Interface
 FileNet P8
EE FileNet P8 API
ECM Platform Tier

14. Enterprise Engineer Application Suite
Handover Vault
 Controlled change
Vault Vault Manager management
Quality
Controller
Released  Concurrent engineering
 Automated work process
Masters
Handover
Team
Vault Liaison
Project Work
 Active document management
 Project focused
 Work management
 Proactive reporting
Project A Project B Project C
Controlled Collaboration
EE Transmittal Portal
 Full audit trail
Repository
Acknowledgement  Electronic receipt &
Accept / Reject acceptance
 Proactive reporting &
External
management
Recipients

15. Check in / Check out Import from filing system or drag and
drop
Work Area shows all documents
checked out to logged in user
Checked out to logged in user
Checked out to another user
View additional location/association information
about selected object
Record of previous versions of selected drawing

16. Pre-defined searching and reporting
options
Built in processes to manage change control of asset
documents and drawings, concurrent engineering and
handover of asset documentation
Controlled library of asset documents
and drawings

17. Securely search for released asset
documentation via the web

18. Configurable searching options

19. Further Information
www.mclarensoftware.com
David.blain@mclarensoftware.com