CONVERGING INFORMATION AND OPERATIONAL TECHNOLOGIES Candidate Anastasia Kuusk

CONVERGING INFORMATION AND OPERATIONAL TECHNOLOGIES Candidate: Anastasia Kuusk Supervisors: Prof. Andy Koronios, Dr. Jing Gao & Kristian Steenstrup

WHAT IS IT & OT? Source: Gartner, 2008 What we know What we do not know

BACKGROUND • Engineering Asset Management – Evolved into holistic asset care • Gartner 2006 – OT defined – IT & OT are converging • Gartner 2012 – Three stages to converged maturity – Who responsible or the authority – Engineering or IT?

CONCEPT Integration: ORGANISATION Information Technology Alignment: ORGANISATION Operational Technology Converge: VENDOR Source: Gartner, 2012

IT & OT ISSUES Issues Literature IT or Engineering responsible Steenstrup 2008; Barber, 2012; Schneider, 2006; Kern, 2009 Drivers forcing convergence Steenstrup, 2008 -2012; Romero, 2011; Wiese 2004; fyschwick, 1996 Many frameworks, standards, principles Steenstrup 2012, IBM, Parekh 2007, Hillard, 2010, Thomas, 2009) Successful EAM requires integration Too, 2010; Sklar, 2004; Mays Business School, 2011; Humffray, 2003 When converge, integrate, align Lack of academic literature

CONVERGENCE DRIVERS ORGANISATIONL RISKS DRIVERS FINANCIAL LEGAL REPUTATIONAL PROBLEM INTEGRATE PEOPLE, PROCESS & TECHNOLOGY IT STANDARDS ENGINEERING BUSINESS BIG DATA QUALITY SECURITY RELIABILITY OUTCOME SMART GRID ASSET HEALTH CARE DECISION MAKING VIABILITY TRUST

CRITICAL SUCCESS FACTORS CSF LITERATURE Management support - For information value - For convergence - Planning Evans, 2010; Rockart, 1979; Nfuka & Rusu, 2011; Trkman, 2010 and Huang & Hen, 2006; Yeoh, Gao and Koronios, 2009 Interoperability -IT tiers -Standards -Easy to use -Documentation Torchia, 2011; Office of the National Coordinator for Smart Grid Interoperability, 2010; Steenstrup, 2012; Mc. Donnell Group, 2012 Holistic/Enterprise wide -Asset care -Information governance -Strategy Parekh, 2007; White, 2007; Debois, 2012; Caldwell, 2011; Nicolett & Proctor, 2011, Logan, 2012 Cross sharing of skill -Engineering strengths -IT strengths Steenstrup, 2008; Boone, & Ganeshan, 2008; Haider, 2011; Newman, 2011

RESEARCH GAPS ORGANISATIONS WHEN & IT OR ENGINEERING? VENDORS

METHODOLOGY • Delphi rounds/Survey – Undertaking now • Case study 2+ – New Year • Completion – 2 years to completion

KEY RESEARCH QUESTIONS Delphi questions round 1 Why are organisations converging, aligning and integrating OT and IT to enhance EAM performance? • What are the business drivers? How are organisations converging, aligning and integrating OT and IT to enhance EAM performance? • What does successful convergence, alignment and standards based integration look like? • What situations are IT best suited to be responsible for the integrated environment? • What situations are Engineering best suited to be responsible for the integrated environment? How do organisations start convergence, alignment and integration? • Who makes the key decisions? What defines when organisations move from one level to the next • What are the criteria for measuring OT & IT convergence, alignment and standards based integration? • How can information governance facilitate converging OT and IT? What are the technology, organisation and people critical success factors for converging, aligning and integrating OT and IT? • What situations are IT best suited to be the authority for the integrated environment? • What situations are Engineering best suited to be the authority for the integrated environment? • WHAT IS OT? • ARE PHASES VENDOR OR ORGANISATION SPECIFIC?

CONTRIBUTIONS • Identify when organisations converge, align and integrate • Identify situations when Engineering or IT responsible • Information Governance framework to facilitate convergence • Gartner concept validation – role of vendors

Anastasia Govan Kuusk Phone 0428836405 Adelaide anastasia. kuusk@unisa. edu. au