Knowledge Central. SM myHalliburton.com myHalliburton.com Marcia Trimble IT Emerging Applications...

Knowledge Central.SM

myHalliburton.com

myHalliburton.com

Marcia TrimbleIT Emerging Applications Group

Houston


myHalliburton.com

Safety MomentIncidents Waiting To Happen

Close calls occur in the workplace so often you probably don’t even realize they are happening until it’s too late.

– Have you ever stepped over an extension cord or other potential tripping hazard without correcting the situation?

– Have you ever caught yourself from slipping on a spill and just kept on walking?

– Have you ever noticed a peculiar burning odor coming from a machine and never bothered to tell anyone about it?

Many of us, at one time or another, have ignored situations in hopes they will just take care of themselves. The sobering fact is, when potentially hazardous situations are ignored, accidents are possible and will happen sooner or later.

If you haven’t been exercising your safety responsibility, now is the time to start.


myHalliburton.comMajor HPHT Well Control / Lost Circulation Win

Customer saves $13 Million Problem: Canadian Natural Resources (CNR) was drilling into the Wabamun limestone formation,

the production zone for the well. This particular formation runs a tight line. Not enough fluid density, and the well begins to flow; too much density, and the well experiences losses. Bottomhole temperatures up to 370°F are typical for wells in the area.

Investigation: Gregg Lapinskie, a Baroid Technical Professional for CNR, was overseeing the well when the Wabamun limestone was penetrated at 14,796’. The well began losing mud at a rate of 40 bbl per hour. If the density was raised above 17.0 ppg, the loss rate increased; if the density fell below 17.0 ppg, the well would begin to flow. Lapinskie needed a solution that would allow them to get out of the hole and run a liner. As he was in the customer’s war room and did not have access to the Baroid community, Brad Ross (Technical Professional) posted the problem in the community. Within hours, Lapinskie had eight responses supporting his recommendation to use HYDRO-PLUG.

Solution: HYDRO-PLUG was spotted in the open hole a total of three times. The first two times were only partially successful. On the third attempt, it was decided to spot a barite plug on top of the HYDRO-PLUG pill. The HYDRO-PLUG was able to hold almost 1500 psi back pressure through the choke. A 20.0 ppg barite plug was spotted and allowed to settle for 48 hours. After this time, ECDs were simulated by increasing pump rates and modeling this with DFG+. As a result, the wellbore was able to tolerate an ECD of 19.15 ppg (the predicted ECD with the liner and the cement job around the lap packer). The rig was able to trip out of the hole with zero losses and no gas readings. The liner was picked up, run in the hole, and cemented successfully.

Quotes: Lapinskie said, “The collaboration was a complete success. Until the HYDRO-PLUG pill was set, the other barite plugs disappeared, rendering the rig unable to POOH.” The CNR drilling engineer in charge of this project believes that the successful collaboration saved CNR a $13 million well, not including the possibility of having to move a 15,000 psi snubbing unit on location, or an estimated $2.5 million hematite cement job that would have been needed to control the well.

Item:109826


myHalliburton.com

Portals & Knowledge Central


myHalliburton.com

What is a portal?• In general, a portal is a single, web-based interface into what

would otherwise be disconnected and incompatible information spread across numerous separate applications.

• There are three key characteristics of a portal:

– "One stop shopping" that provides access to content, applications and collaborative or community building functionality

– Personalized views that provide this access in the context of an individual's preferences and business rules

– Flexible navigation, including both pre-defined roadmaps and powerful free-form search

• Portals are valuable to users when they:

– simplify complex information,

– are context-specific,

– provide useful services and/or foster collaboration and community building. These characteristics represent the rapid evolution of portals from mere search engines to useful business tools.

• (Source: IBM)


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Portals Defined – more simply!• A single point of entry

• A single overview of each user’s most relevant content and applications

• A single search, navigation scheme, and information architecture

• A single set of consistent page design templates

• Provides access anywhere, anytime.

• Personalized to the role, location, and organization of users.


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Popular Commercial Portals

• my.msn.com

• yahoo.com

• cnn.com

• bbc.co.uk


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Evolution of Portals

• Early portals started as search engines that provided access to large quantities of information.

• Over time, portals have added content, services and personalization to foster greater user loyalty.

• Today, portals are often interactive windows to a variety of content as well as a wealth of other functions.

• In the future, some e-business visionaries expect portals to become a pervasive part of daily life as they are integrated into devices of all shapes and sizes including wireless phones, automobiles, appliances, and so on.

• (Source: IBM)


myHalliburton.com

Technical Components of a Portal• Portals can be used in a variety of contexts, from the very specific

to the very general, and targeted at consumers, other business or employees. However, there are several technical capabilities that are foundational to portals in any or all of these cases:

– Content aggregation and publishing, including XML

– Search tools, search engines and taxonomy generators

– Application integration, including e-commerce and collaboration applications

– Personalization, data capture, collaborative filtering and data mining

– Security / permissions services

– Links to multiple internal and external entities

• Although individual portals may combine any or all of these capabilities, depending on the desired business value and tolerance for related costs, they share the fundamentals of providing access to information within a useful context.

• (Source: IBM)


myHalliburton.comA few definitions / descriptions• Portal – ours is Knowledge Central

• SubPortal – we have Employee Central, Customer Central, and Supplier Central (coming in 2004)

• Portlet or gadget - is a component of a portal that provides access to a certain application or functionality.

• Navigation – how you move from page to page; how you ‘get around’ in the portal.

• mypage / my Workplace - Individually customized pages integrating tools, applications and information needed to perform one’s daily job.

• Community versus Workgroup

– Community - groups of employees who address urgent business needs by collaborating more effectively.

– Workgroup - Groups of employees within a department or working on a specific project needing an online space to share documents and tools, with some collaboration.

• Organization - Provides information and services to all ESG employees, inside and outside any organization; will replace HalWorld sites.


myHalliburton.com

Halliburton’s Web PresenceHalliburton.com

(with KBR)MyHalliburton Portal

Halworld

FIR

EW

AL

LEmployeeCentralExecutiveCentralBusiness DevelopmentServices (HR, IT, Comm) Consultants

Halliburton.comCustomerCentralSupplierCentral


myHalliburton.com

The History of myHalliburton• Benevolent entanglement with customers

– Need to deliver managed documentation to our customers.

– Need to grow into next generation business to business (b2b), commercial workflow (CWF).

– Online catalogue and ordering.

• Knowledge Management (KM)

– Delivering the right information to the right person at the right time.

– Collaborative environment

– Community of Practice (COP)


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History of myHalliburton - cont’d• Plumtree (PT) chosen as the portal tool from a

feature-weighted decision matrix then by completion of a Proof-of-Concept (POC).

– Microsoft Technologies

– SqlServer Database

• Highly Available (HA) environment with Platinum Service Level Agreements (SLA).

– Load Balancing (LB)

– Clustering

– Commercial and custom monitoring.


myHalliburton.com

Search• Paradigm shift in the

web world – move from database lookup to search.

• Autonomy purchased / upgraded for advanced search

• Works across many data sources.


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Content Management System - CMS

• Interwoven is our CMS tool

• Publishing Content

– Document Classification through Taxonomy.

– Ownership captured in meta data.

– Creation and Refresh / review date captured in meta data.

– Content Secured to a group.


myHalliburton.com

The myhalliburton.com portal was architected for growth and organization without limits. It is a true enterprise solution.


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Knowledge Central.Knowledge Central.SMSM

myHalliburton.commyHalliburton.com

• Customer Central (external)

• Employee Central (internal)

• Supplier Central (2004)


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Customer Central• Rich Technical Content

4200 Data Sheets, Papers and Books

• Technical ToolsInteractive 3-D Tools, Simulators, and Calculators

• Access to Experts

Global Expert and People Directories

• Collaborative Knowledge Private Communities of Practice

• Commercial Information Invoices, Job Scheduling, Proposals, Field Tickets


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Knowledge Central.Knowledge Central.SMSM

myHalliburton.commyHalliburton.com

• Customer Central (external)

• Employee Central (internal)

• Supplier Central (2004)


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Halworld vs. Employee Central HalWorld Created and managed by Web

Communications Contains over 320,000 pages of

web-based information. Much of the content is irrelevant

due to redundancy or inaccuracy. Additions and edits are managed

manually with little governance.

Employee Central Currently migrating content from HalWorld to the employee portal.

Reviewing and validating content as it moves to the portal.

Consistent look and feel Tighter governance Integrates content with web-

based applications


myHalliburton.com

Employee Central• Knowledge Management

Broker-led communities resolving critical business issues using collaboration

• Role-Based Workplaces Applications and content personalized based on job roles

• Collaborative Workgroups Share documents, threads, tasks, calendars

• Application Integration Single sign-on and user-interface for surfacing critical application information

• Employee Content Delivery of technical, commercial, benefits and support content


myHalliburton.comEmployee Central will feature a single entry point for all employees. Employees will navigate based on their roles and activities.


myHalliburton.com

Employee Central Tab Details

My Workplace Communities WorkGroups Organizations

Description • Individually customized pages integrating tools, applications and information needed to perform one’s daily job. Commonly used portlets for specific job roles will be bundled together and made available for ease of further personalization.

• Groups of employees who address urgent business needs by collaborating more effectively. Communities are managed formally and require the establishment of roles, processes and tools. They also use rigorous metrics to determine their progress.

• Groups of employees within a department or working on a specific project needing an online space to share documents and tools, with some collaboration. Workgroups are set up in a self-service fashion since they use a standard set of portlets.

• Provides information and services to all ESG employees, inside and outside any organization; will replace HalWorld sites.

Audience • Individuals • People across organization with common needs/ purpose

• Intra-departmental/ organizational or project based or ad hoc

• People outside of the department / organization

Open or Closed • N/A • Open (preferred) or Closed

• Open or Closed (preferred)

• Open

Environment Details

• Personalized by role, organization, location

• Collaborative

• Formally facilitated by full-time moderator(s)

• Collaborative

• Open discussion forums without a moderator

• Informational

• Access to support services

Expected

Participation

• One per defined role • <100 • In the 100s • One per internal Halliburton group

Examples • PE Service Coordinator

• BD Account Lead

• OTC Community

• Logging Community

• IT ESG Technology Management

• IT Services

• HSE


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My Workplace


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• Open

Environment Details


• Collaborative


• Collaborative


• Informational


Expected

Participation



• BD Account Lead

• OTC Community



• IT Services

• HSE


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Communities


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• Open

Environment Details


• Collaborative


• Collaborative


• Informational


Expected

Participation



• BD Account Lead

• OTC Community



• IT Services

• HSE


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Workgroups


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• Open

Environment Details


• Collaborative


• Collaborative


• Informational


Expected

Participation



• BD Account Lead

• OTC Community



• IT Services

• HSE


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Organizations


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Demo


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Who to contact• myHalliburton portal support:

– [email protected]

• Executive Central:


• Knowledge Management:


• eBiz/Customer Central:



myHalliburton.com

Executive Central


myHalliburton.comWhy Executive Central?Halliburton’s previous Executive Desktop website provided a static view into business performance for a limited set of data that was refreshed and published manually on a monthly basis at best

Executives required better, more current information to aid decision making and a toolset capable of:

• Sourcing information directly from systems of record• Providing the capability to easily access and combine data

from various source systems• Offering a comprehensive set of management information

and tools• Providing a flexible architecture to support future needs• Reducing substantially the effort required to update data and

generate information

Create Executive Central (EC) … a “one-stop” source for information that enables on-going and anticipated executive decision making needs by directly accessing information from source systems wherever possible and developing a flexible tool that supports executive management decision making

Situation

Challenge

Resolution


myHalliburton.com

• Graphical Scorecard Analysis at-a-glance traffic light

• Predictive InformationProactive actionable information vs. reactive

• Single Report Interface to Multiple SystemsFinancials, Safety, Inventory, Receivables, Quality

• User AlertsDefined thresholds for notification

• Profile-Based Security Visibility only to relevant authorized content

• Report Subscription Flexibility to choose favorite reports

Executive Central


myHalliburton.com

Functional

Product Line

Country

Company

Directional “vital signs”

Scorecards

“Reactive”

Information to take action

Detailed Rpts

Projects /Strategic

Initiatives andObjectives

Executive Desk

CustomerData

CompetitorData

“Predictive”

Detailed Rpts

Detailed Rpts

Benefits

• Near-time information

• Streamlined access

• Simple, integrated

• Single “starting” point for critical data

• Standard navigation

• Personalized content

• Ability to analyze and investigate

Executive Central


myHalliburton.com

Site OverviewExecutive Central is composed of four Community Pages:

Measure and Execute

News and Information

Report and Analyze

Communications


myHalliburton.com

Measure and ExecuteMeasure and Execute provides the user with a simple way to view and understand internal business performance “at a glance” using a Balanced Scorecard. Scorecards are defined for business units, internal functional organizations and are coming for customers. Additionally, users can drill into scorecard information via an attached viewer using reports or OLAP tools.

Colors on the scorecard are used to represent performance against metric thresholds based on plan, period over period results, or other comparisons as designated by a business owner.


myHalliburton.com

News and InformationNews and Information provides the user with important internal and external information including external news, research documents, alerts, and other items. Its purpose is to provide a clearing house of information that supplements internal reports, metrics, and scorecards and allows managers to quickly understand changing market conditions, competitor actions, and other information of consequence.


myHalliburton.comReport and AnalyzeReport and Analyze provides the user with access to detailed information further supplementing the high level information in the scorecards and the News and Information page. Reports present trended information in a common look and feel helping users to quickly understand and drill into performance. Further, OLAP tools are also available within the viewer.

Via this page, users also have access to nearly 500,000 corporate documents that range from corporate strategy to market analysis to purchased reports from Gartner and others.

All of the information available is searchable and is managed by subscription thus being personalized to the user.


myHalliburton.com

Communications

Communications provides the user with internal information of interest including; coming site enhancement and updates, the release schedule for the ongoing project, threaded discussions, ongoing corporate projects focused on everything from SAP work to strategy to success with specific customers, community announcements, and a community calendar.


myHalliburton.com

Benefits Delivered

Business Imperatives•Greater organizational

alignment and visibility

•Deeper understanding of the factors driving the business

•More robust business modeling and analysis

•Change how the business is run – Create a real-time enterprise

Executive Central is enabling key business imperatives for Halliburton by facilitating a deeper understanding of the company, customers’ needs, and the tendencies of its competitors

Executive Central Enablers•Easy access to key information •Timely and standardized information in order to

speak “one language”

•Review organizational performance through business-driven scorecards

•Causal models, map displays, analysis stories, and briefings for in-depth analysis

•Combines quantitative and qualitative information together in a single place

•Integrates existing tools with new reports and strategic information

•Allows ad-hoc analysis of up-to-date information

•Provides a standard platform for information delivery making it easy to access the “right” information

•Reducing deployment costs and timelines•Automates data feeds so information is

available to users as soon as it is published


myHalliburton.com

Demo


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Knowledge Management


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What is KM?

• KM is Knowledge Management, a systematic approach to

getting the right information to the right people at the right time.

What is the basic systematic approach?

• Search the portal and find the information you need.

• Ask the Community of Practice using a web collaboration tool.

• Capture what you learn, so you can return to it if you, or others, need it.

• Share what you know with others in the community.

KM Introduction


myHalliburton.com

KM IntroductionWhat is a Community of Practice?

• A Community of Practice (CoP) is a group of people who have common interests and interact with each other to share and learn from one another. They share problems, experiences, insights and tools, both face-to-face and virtually. Together, CoPs build knowledge and shared practices.

• CoPs are created to serve a business purpose and are enabled and led by Knowledge Brokers.

• Members of the CoP are expected to actively participate by contributing, reusing, and building upon community knowledge.


myHalliburton.comValue of KM

• Executive leadership is committed to successful implementation of Knowledge Management

• KM is a proven system to enable service quality improvements and growth in the knowledge, market share and financial aspects of our business

• Halliburton leverages the sum of employee experience when information is shared

• Faster access to knowledge drives faster response to customer needs


myHalliburton.comValue of KM• KM makes a difference -- successful communities

demonstrate impressive results

• KM allows us to access our global collective expertise and knowledge to eliminate duplicate efforts

• KM shortens the learning curve for new employees and allows a timely sharing of knowledge

• Our customers see the benefits of KM and expect us to use it as we differentiate our performance from our competitors

• Companies such as Chevron, BP, Texas Instruments, Shell, ExxonMobil, Schlumberger, and Baker Hughes have their own KM initiatives


myHalliburton.comKM benefits for users

• Real time help - 24/7

• Learn from other people’s experience & knowledge

• Quick and easy access to information needed to plan & perform the job

• Connect to expert help through the Knowledge Broker

• ‘How to’ information & best practices for a topic are easier to find

• New knowledge is captured, validated and classified for future reference

• Less trial & error


myHalliburton.com

THE COMMUNITY

Local Knowledge Champion (LKC)

Subject Matter Expert (SME)

Knowledge Broker (KB)

Knowledge Champion (KC)

Key KM Support Roles


myHalliburton.com

Local Knowledge Champion (LKC)

What does a Local Knowledge Champion do?

• Trains and helps other community members in how to use the KM portal

• Works closely with the Knowledge Broker

• Part-time role after deployment

• Coordinates the activities of the local community

• Encourages participation and collaboration among members


myHalliburton.com

Subject Matter Expert (SME)

What does a Subject Matter Expert (SME) do?

• Shares knowledge and helps the broker answer questions and provide solutions

• Validates solutions for the repository and the community of practice

• Person that is recognized as a resource


myHalliburton.com

Knowledge Broker (KB)

What does a Knowledge Broker do?

• Champions knowledge sharing and facilitates the Community of Practice (CoP) interaction

• Connects the people with questions to the people who have the answers

• Ensures the knowledge repository is updated and relevant to the user’s needs

• Manages the content, ensures system integrity and facilitates the community


myHalliburton.com

Knowledge Champion (KC)

What does the Knowledge Champion do?

• Aligns KM with business goals of the PSL

• Clears roadblocks so that the LKC’s and KB’s can perform efficiently

• Supports and mentors the Knowledge Brokers


myHalliburton.com

Knowledge Broker

Self-Search

Communities of Practice

User

Learning on Demand

SME

Knowledge Repository

Learning Systems

KM SYSTEM PROCESS FLOW

Threaded Conversations

wlxw421

User Issue


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KM Collaboration Growth

0

5000

10000

15000

20000

25000

30000

35000

Jun Ju

lAug Sep Oct Nov

DecJa

nFeb M

ar AprM

ay Jun Ju

lAug Sep Oct Nov

DecJa

nFeb M

ar AprM

ay Jun Ju

lAug Sep Oct Nov

Dec

0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

KM Community Usage Unique Users

CEO Sponsors

KM

$4.8 Million Value

2001 2002 2003

>$20 Million Value

1st 3 Communities

launch

KM

Co

mm

un

ity Usag

e

Un

iqu

e U

sers


myHalliburton.comCommunity Value and Savings

Community 2002 2003

E-Tech $ 939,906 $ 3,412,200

Stim Equipment 1,952,743 $ 2,412,092

Perforating 522,000 $ 787,432

SAP OTC & PM 1,203,000 $ 5,097,143

CPS 199,600 $ 2,648,744

Logging 0 $ 4,052,738

Procurement & Materials 0 $ 6,417,494

PE Methods & Materials 0 $ 806,390

Technology Communities 0 $ 35,000

Baroid 0 $ 205,000

KM Project Development 0 $ 550,000

Total $ 4,817,249 $26,236,833

+ Priceless Safety Best Practices Shared!


myHalliburton.comHalliburton’s Production Enhancement product line reaps benefits from Knowledge Management process.

Halliburton’s Production Enhancement product line initiated two problem solving

communities of practice in December 2001, that have proven to increase service quality.

Rick Jacquier, Global Operation Manager, said “the knowledge management communities have increased our ability to solve issues quickly without adding extra technical staff. The community members help each other 24 hours a day, 7 days a week. KM has become a core support tool for our field operations – in both domestic and international service locations.”

In addition to better service quality at the wellsite, Halliburton also has become more productive in research and development. In the past, the Duncan, Oklahoma Technology Center had often supported operations through problems described above. Joe Sandy, Duncan Technology Center Director, explains “Our Technology Center experts are spending their time on high priority issues and new product development. Knowledge Management significantly reduces the redundant questions and support requests directed to our Technology Center. Technology transfer should become faster, better and cheaper for the organization.”


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Demo


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eBusiness


myHalliburton.com

What is eBusiness?• eBusiness (electronic business) is, in its simplest form, the

conduct of business on the Internet. It is a more generic term than eCommerce because it refers to not only buying and selling but also servicing customers and collaborating with business partners.

• Companies are using the Web to buy parts and supplies from other companies, to collaborate on sales promotions, and to do joint research. Exploiting the convenience, availability, and global reach of the Internet, many companies, both large and small have already discovered how to use the Internet successfully.

• (Source: Marios Alexandrou website)


myHalliburton.com

What is eCommerce?• eCommerce (electronic commerce) is the buying and

selling of goods and services on the Internet, especially the World Wide Web. In practice, this term and a newer term, e-business, are often used interchangeably.

• (Source: Marios Alexandrou website)


myHalliburton.comVisionVision

Success Includes:• Reduction of Halliburton DSO’s (accounts receivable)

• Difficult for Customers to Switch over Marginal Price Differences

• Maintain our Technical Industry Leadership

• Maintain our Competitive Edge

• Operate in compliance of negotiated contract terms

• Improve accuracy in pricing to contract terms

• Decrease time from delivery of service to submission of invoice

Integrate our SAP system with each of our customer’s

systems to reduce costs to HAL and become

benevolently entangled with our customers.


myHalliburton.com

DeliverablesDeliverables

Documents / Processes includes:• Purchase Orders

• Invoices

• Field Tickets / support documentation

• SAP Customer / contract specific price lists

• Customer usable contract price lists and basic content electronic

catalogs

• Business process optimization covering purchase to payment

Receive in real time, purchase orders from customersTransmit in real time, all necessary commercial documents for invoice presentation, support and

approval


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• Build Customer LoyaltyCreate ‘benevolent entanglement’ with most profitable clients

• Reduce Mass Marketing CostsLess advertising, direct mail, printing

• Influence SalesSell more of your most profitable products

• Improve Sales EfficiencyFree sales organization to do more selling and less customer administration

• Reduce Payment CyclesImprove Days Sales Outstanding (DSO)

Customer CentralObjectives


myHalliburton.com

Customer Central• Rich Technical Content

4200 Data Sheets, Papers and Books

• Technical ToolsInteractive 3-D Tools, Simulators, and Calculators

• Access to Experts

Global Expert and People Directories

• Collaborative Knowledge Private Communities of Practice

• Commercial Information Invoices, Job Scheduling, Proposals, Field Tickets


myHalliburton.comCustomer Integration - Benefits to HalliburtonCustomer Integration - Benefits to Halliburton

• Content Standardization

• Reduction in Days Sales Outstanding / Reduced Costs

• Contracts & Price Lists Loaded in SAP

• Reduction of EOM Billing Errors due to Scanned Field

Ticket

• Benevolent Entanglement

• Customer Engineers Focus less on Reconciliation of

Invoices

• eDocument Storage & Reduction in Postage Costs

• Focus on Done Right / Done Once Philosophy


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Proposal


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Sales Order


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Field Ticket


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Invoice / Support Document(s)


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A/R View


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Demo


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Knowledge Central. SM myHalliburton.com myHalliburton.com Marcia Trimble IT Emerging Applications...

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