Topic outline

  • Integrating Planning

    This course is designed for a multi-disciplined audience from project and operations sectors of the oil and gas industry, including both professional and support staff. This includes directors, managers, project managers, team leaders, department heads, project engineers, production managers, operations managers, facility engineers, maintenance managers, maintenance engineers, consultants and group leaders
    • Training Methodology & Objectives

      Training Methodology

      This Trainee-centered course includes the following training methodologies:-

      • Talking presentation Slides (PPT with audio)
      • Simulation & Animation
      • Exercises
      • Videos
      • Case Studies
      • Gamification (learning through games)
      • Quizzes, Pre-test & Post-test

      Course Objectives

      After completing the course, the employee will:-

      Apply and gain an in-depth knowledge on integrated planning Employ integrated operations planning and supply chain planning
      Identify the factors that drive effective planning and review supply chain visibility Utilize resource and carryout demand planning, production planning and logistics planning
      Discuss the conflicts between sales and operations groups as well as the process illustrating 5 major plans to be integrated Involve senior leadership to make S&OP work in an organization
      Identify the 8 keys to successful S&OP implementation and describe APS framework including the benefits of integrated business planning Employ collaborative planning, forecasting and replenishment (CPFR)
      Discuss the relationships for CPFR illustrated in a retail situation Explain how forecasting is influenced by replenishment time and economies of scale
      Employ logistics forecasts to support collaborative planning, drive requirements planning and improve resource management Describe forecasting model components for time period t including the components of an effective forecast management process and forecast management process components
      Apply an integrated and consistent combination of components for a meaningful forecast process Illustrate bullwhip effect showing requirements error amplification between supply chain partners
      Identify the criteria for evaluating applicability of forecast techniques including its categories Explain the difference between forecasts and actual sales as well as illustrate alternative measures of forecast error and how relative forecast error will vary based on the level of measurement
      • Course Description

        This E-Learning course is designed to provide participants with a detailed and up-to-date overview of integrated planning. It covers the integrated operations planning and supply chain planning; the factors that drive effective planning and supply chain visibility; the utilization of resource, demand planning, production planning and logistics planning; the conflicts between sales and operations groups; the 5 major plans to be integrated; the involvement of senior leadership to make S&OP work in an organization; the 8 keys to successful S&OP implementation, APS framework and the benefits of integrated business planning; and the collaborative planning, forecasting and replenishment (CPFR)
        During this course, participants will learn the relationships for CPFR in a retail situation; the influence of replenishment time and economies of scale to forecasting; the forecasting model components for time period, the components of an effective forecast management process and forecast management process components; the integrated and consistent combination of components for a meaningful forecast process; the bullwhip effect showing requirements error amplification between supply chain partners; the criteria for evaluating applicability of forecast techniques including its categories; the difference between forecasts and actual sales; and the alternative measures of forecast
        • Module 1 - Integrating Planning – Integrated Operations Planning

          Contents:
            • What is Integrated Operations?
            • Overview of Integrated Operations Planning
            • Supply Chain Planning Requires Coordination of Key Processes
            • Factors That Drive Effective Planning
            • Supply Chain Planning Applications Overview
            • Demand Planning
            • Production Planning
            • Logistics Planning
            • Figure 6.1 Logistics Requirements
            • Sales & Operations Planning (S&OP)
            • Traditional Conflicts Between Sales and Operations Groups Must be Resolved to Reach Consensus
            • An Overview of the S&OP Process Illustrating 5 Major Plans to be Integrated
            • Making S&OP Work in an Organization Requires Senior Leadership Involvement
            • 8 Keys to Successful S&OP Implementation from Table 6.1
            • Figure 6.4 APS Framework
            • Table 6.2 Sample APS Planning Situation
            • Figures 6.5 APS System Components
            • Supply Chain Planning Benefits
            • Benefits of Integrated Business Planning
            • Collaborative Planning, Forecasting and Replenishment (CPFR)
            • CPFR Process Steps
            • Basic Relationships for CPFR Illustrated in a Retail Situation
            • Forecasting
            • Forecasting is Influenced by Replenishment Time and Economies of Scale
            • Forecasting Requirements
            • Logistics Forecasts are Necessary to
            • Forecasting Model Components for Time Period T
            • Description of Model Components
            • Components of an Effective Forecast Management Process
            • Description of Forecast Management Process Components
            • Meaningful Forecast Process Requires Integrated and Consistent Combination of Components
            • Bullwhip Effect Showing Requirements Error Amplification Between Supply Chain Partners
            • Criteria for Evaluating Applicability of Forecasting Techniques
            • Categories of Forecast Techniques
            • Forecast Techniques From Table 6.4
            • Forecasting Accuracy Refers to the Difference Between Forecasts and Actual Sales
            • Illustration of Alternative Measures of Forecast Error
            • Illustration of How Relative Forecast Error Will Vary Based on the Level of Measurement
            • Module Quiz
          • Module 2 - Oil & Gas Integrated Operations Using AspenONE

            Contents:
              • Drivers for Integrated Operations
              • Importance of Asset Monitoring
              • Total Exploration
              • AspenONE Asset Monitoring for Oil & Gas
              • Video: Introduction to AspenONE Process Explorer
              • The Digital Oil Field
              • Typical Production Architecture
              • Integration Evolution
              • Integration Infrastructure versus OPC
              • Event Driven, Message-based Integration
              • Typical Dashboard
              • Example Well Overview
              • Event Management - Diagnosis
              • Role Based Visualization
              • Flexible Data Structures Support Your Applications 
              • More Than Just Real-Time Process Data
              • Model Integration Using OSE
              • Integrated Asset Modelling
              • Aspen OSE
            • Module 3 - Asset Management Optimization Using Model-Based Decision Support

              Contents:
                • Integration Methodology
                • Optimization Methodology
                • Case Study - Network
                • Case Study – Gas Lift Optimization
                • Case Study – Condensate Recovery
                • Case Studies
                • Case Studies - Results
                • Case Study – NGL Optimization
                • Conclusions
              • Module 4 - Using Integrated Asset Modelling to Improve Oil and Gas Planning Decisions in a Volatile Market

                Contents:
                  • VW Transparent Factory
                  • The Oil and Gas Factory
                  • "Integrated Asset Modelling 
                  • The Digital Oil & Gas Factory"
                  • The Corporate Value Driver
                  • Is IAM of Value to YOU?
                  • Deloitte’s SEAOOC 2014
                  • Can a Spreadsheet be Part of IAM?
                  • Is this an Integrated Asset Modelling  Workflow?
                  • Reservoir Modelling
                  • Chaining the Workflow With Too Much Detail
                  • The Oil and Gas Factory Assembly Line
                  • Assembly Line Components
                  • Video: How to Create a Wellbore Model in CMG Builder Using FlexWell
                  • Examples
                  • Exploration – Project Feasibility
                  • Pre-Development Planning
                  • Market Optimisation 
                  • Flow Assurance
                  • LNG Portfolio Optimisation
                  • The Oil & Gas Factory
                  • Lessons from Volkswagen
                  • Conclusion
                  • Module Quiz
                • Module 5 - Integrated Field Development Plan

                  Contents:
                    • Project Management
                    • The Project Plan
                    • Organization
                    • Project Control Schedules
                    • Project Milestones and Authorization Process
                    • Project Control Budget
                    • Video: What is Project Cost Control?
                    • Project Procedure Manual
                    • Peculiarities of the Upstream Oil and Gas Industry
                    • Oil or Gas Field Life Cycle
                    • Appraisal Phase
                    • Field Appraisal Objective
                    • Making Good Decision
                    • Activities to Reach the First Oil
                    • The Main Topics to be Faced for a Proper Oil  or Gas Field Development Project
                    • Main Differences Between Onshore and Offshore Field Development  Practices
                    • Onshore vs. Offshore Field Development
                    • Onshore vs Offshore Field Development  Average Operational Costs
                    • Onshore vs. Offshore Breakdown Costs - $/bbl for Regional Oil Production
                    • Offshore vs. Onshore Drilling Activities
                    • Offshore vs. Onshore Drilling Cost
                    • Offshore vs Onshore Drilling Rigs
                    • Offshore vs. Onshore Storage and Transport
                    • Offshore vs. Onshore Cost Differences
                    • Define Project Details of the Oil Recovery Scheme
                    • Identification of Most Cost-Effective UR
                    • Production Build-Up Period and the Duration of Production Plateau Optimization
                    • Module Quiz
                  • Module 6 - Step-by-Step Procedure for an effective Field Development Plan according to the Front-End-Loading (FEL) Process

                    Contents:
                      • Front-End-Loading (FEL) Process
                      • Objectives and Key Activities of the Phases
                      • Front-End Loading Methodology
                      • Front-End Loading Phases for Full Field Development Project
                      • Video: AMG Front End Loading (FEL) Engineering
                      • Tasks to be Accomplished for a Reliable Field Development Plan
                      • Contents of Final FDP Document
                      • Set an Integrated FDP Team and Define a Clear Target
                      • Identification and Assessment of Opportunities
                      • Stage 1: Identification and Assessment  of Opportunities
                      • Field Development Planning (FDP)
                      • Feasibility Study
                      • Outcomes of the Feasibility Study
                      • Feasibility Study Working Plan
                      • FDP Integrated Team
                      • Responsibility and Role of the Team  Coordinator
                      • FDP Target Identification
                      • Main Causes of the Failure of FDP
                      • Reservoir Model as the Standard Tool for FDP
                      • Typical Reservoir Study Contents
                      • Expected Reservoir Study Outcomes
                      • Data Acquisition and Analysis
                      • Data Acquisition
                      • The Integrated Database
                      • Three Levels Database
                      • Database Structure and Data QC
                      • Project Data Analysis and Lesson Learning
                      • Data Required to Build a Reservoir Model
                      • Development of a Robust Reservoir Model
                      • Typical Application of the Reservoir Model
                      • Major Tasks of the Reservoir Engineers
                      • Why We Need a Reservoir Simulation Model
                      • Geological and Dynamic Reservoir Model
                      • Geological Modelling Workflow
                      • Info to be Generated by Reservoir Study
                      • Integrated Team for Reservoir Modelling
                      • Integrated Planning for Reservoir Studies
                      • Module Quiz
                    • Module 7 - Guidelines for Field Development Planning Reservoir Development Strategy

                      Contents:
                        • Reservoir Development Strategy
                        • Field Flow Production Profile
                        • Reservoir Drive Mechanisms
                        • Solutions Gas Drive Reservoir Behavior and Development Strategy
                        • Development Strategy for Depletion or Solution Gas Drive Reservoirs
                        • Development Strategy for Solution Gas Drive Reservoirs
                        • Solution Gas Drive Reservoirs Performance
                        • Gas Cap Drive Reservoir Behavior and Development Strategy
                        • Development Strategy for Gas Cap Drive Reservoir
                        • Gas Cap Drive Reservoir Characteristics
                        • Segregating Gas Caps Reservoir
                        • Non-Segregating Gas Caps Reservoir
                        • Gas Cap Drive Reservoir Performance
                        • Water Drive Reservoir Behavior and Development Strategy
                        • Development Strategy for Water Drive Reservoir
                        • Waterflooding
                        • Basic of Waterflooding Process
                        • Video: Waterflood
                        • Immiscible Displacement
                        • Microscopic Displacement Efficiency
                        • Wettability, Absolute Permeability, Relative Permeability and Critical Saturation
                        • Relative Permeability Curve
                        • Relative Permeability Laboratory Measurements 
                        • Relative Permeability: Unsteady State Techniques
                        • Factors Governing the Waterflooding Process 
                        • Mobility Ratio
                        • Mobility Ratio M
                        • Mobility Ratio [M] Impact on Sweep Efficiency
                        • Reservoir Heterogeneity
                        • Heterogeneity Unfavorable for Waterflooding
                        • Impact of Permeability Heterogeneity on Oil Displacement Efficiency
                        • Impact of Permeability Distribution Across a Continuous Reservoir Section on Displacement Efficiency
                        • Recipe for Evaluating Vertical Sweep Efficiency in Heterogeneous Reservoirs
                        • Gravity Segregation
                        • Vertical Equilibrium and Effect of Gravity Forces 
                        • Vertical Displacement 
                        • Stepwise Waterflooding Project 
                        • Well Architecture
                        • Well Drilling and Completion Planning
                        • Well Architecture and Completion Strategy
                        • Vertical Well 
                        • J-Shape
                        • Horizontal Well
                        • Multilateral Well
                        • Well Completion
                        • Well Completion Strategy
                        • Completion Planning
                        • Single Completion 
                        • Multiple Zone Completion 
                        • Single Multiple Zone Completion 
                        • Multi Zone Completion
                        • Dual Completion
                        • Horizontal Well Typical Completion
                        • Multilateral Completion
                        • Offshore Wells Completion
                        • Wet Tree Systems
                        • Vertical Monobore Subsea Tree Systems
                        • Subsea Manifold
                        • Module Quiz
                      • Module 8 - Integrated Field Development Plan - Conceptual Definition of the Field Development Scenario

                        Contents:
                          • Conceptual Definition of the Field Development Scenario
                          • Field Development Scenario Workflow
                          • Gate 1 – Is the Project Feasible?
                          • Setting the Field Development Strategy
                          • Analyze Alternatives for Field Development
                          • Stage 2: Select Among the Possible Development Scenario
                          • Objective of Field Development Planning
                          • Items to be Considered to Define a Proper Field Development Strategy
                          • FDP Items and Their Impacts
                          • In Choosing a Development Concept the Following Shall be Taken Into Consideration
                          • Identification of a FDP Clear Strategy
                          • Focus and Emphasis of Development Strategy
                          • Gate 2 – Is it the Best Scenario?
                          • Consolidation of the Reservoir Development Scenario
                          • Consolidation of the Field Development Scenario - Selection Phase
                          • Consolidation of the Field Development Scenario Workflow - Case Without Production History
                          • Video: Introducing The FDPlan Agile Field Development Planning Solution
                          • Module Quiz
                        • Module 9 - Economic Evaluation, Uncertainty Analysis, Risk Analysis & Risks Mitigation

                          Contents:
                            • Economic Evaluation
                            • Project Economic Evaluation 
                            • Input Data for the Project Economic Evaluation
                            • Video: What is Economic Analysis?
                            • Economic Evaluation Criteria
                            • Key Economic Parameters 
                            • Selection of the Business Cases Based on Economic Analysis 
                            • Basic Economic Evaluation Procedure 
                            • Project Economic Evaluation Example
                            • Project Economic Evaluation 
                            • Uncertainty Analysis
                            • Uncertainties vs. Risk 
                            • Typical Uncertainties in Upstream Oil Industry 
                            • Typical Technical Uncertainties
                            • Typical Economical Uncertainties 
                            • Uncertainty Measurement 
                            • Probability Density Function (PDF) 
                            • Cumulative Probability
                            • Quantifying Uncertainty Related to the Reservoir Model Outcomes 
                            • Quantifying Uncertainty by a Stochastic Approach
                            • Uncertainty Generates Risk and Opportunity
                            • Benefice of Performing the Uncertainty Assessment 
                            • Risk Analysis
                            • Reservoir Development Decision Tree 
                            • Management 2013, 3(3): 142-151
                            • Project Risk Management 
                            • Possible Risks 
                            • Quantitative Risk Assessment [QRA] 
                            • Project Risk Matrix
                            • Risk Analysis Step-by-Step Procedure 
                            • Risk Register
                            • Risks Mitigation
                            • Risks Mitigation Strategy 
                            • Strategies for Positive Risks or Opportunities 
                            • Methods and Strategies to Reduce Uncertainty
                            • Summary of Risks, Uncertainties and Mitigations Actions 
                            • Health, Safety and Environmental
                            • Health Safety and Environmental (HSE) Considerations 
                            • HSE Common Principles 
                            • Safety and Environment 
                            • Safety Performance Standards 
                            • Gate 2 – Work Quality and Economics
                            • Final Selection of Preferred Alternative for the Field Development
                            • Feasibility Study 
                            • Stage 3: Define 
                            • Define Project Details of the Oil Recovery Scheme 
                            • Identification of Most Cost-Effective UR 
                            • Production Build-Up Period and the Duration  of Production Plateau Optimization 
                            • Project Approval
                            • Management Project Approval 
                            • Field Development Roadmap to Reach the Project Target 
                            • Module Quiz
                          • Module 10 - Production Planning and Control (PPC)

                            Contents:
                              • Production Planning 
                              • PPC: Characteristics
                              • PPC: Objectives
                              • Production Planning Involves
                              • PPC: Process
                              • Planning
                              • Routing
                              • Routing Procedure
                              • Scheduling
                              • Types of Schedules 
                              • Loading
                              • Dispatching
                              • Dispatching Procedures
                              • Follow-Up & Expediting
                              • Inspection
                              • Corrective Measures
                              • PPC: Limitations 
                              • PPC: Significance 
                              • Module Quiz
                            • Module 11 - Case Study

                              Contents:
                                • Integrated Oil Field Services & Brown Field Rehabilitation
                                • Water Flood Management – The Key to Maintaining Brownfield Production in West Siberia
                                • Brown Oil Field Rehabilitation Upside
                                • Hydrocarbon Life Cycle
                                • Green Field Economics
                                • Brown Field Economics = Field Rehabilitation
                                • IPM Roles & Responsibilities in Project Delivery
                                • Project Coordination
                                • Project Supervision
                                • Project Management
                                • Field Management
                                • Key Messages When Integrating Services
                                • Oilfield Services Offering
                                • Project Management – Risk is Good or Bad?
                                • IPM Analysis- “Is the Amount of Uncertainty Remaining when a Decision Must be Made”
                                • IPM Product Offering Mix
                                • IPM Products Deliverables
                                • Integrated Field Development - Deliverables
                                • Integrated Field Development – Example: Comesa
                                • Integrated Field Rehabilitation
                                • Integrated Field Construction
                                • Integrated Production Management
                                • IPM Product Offering Mix
                                • IPM – Five Domain Expertise
                                • Four Commercial Models
                                • Commercial Models
                                • Commercial Models Differentiators
                                • Location of Casabe Oil Field
                                • Why
                                • Exploitation Strategies Studies Scope
                                • Columbian Alliance Achievements
                                • Where we are as a Service Company
                                • What Can We Target
                              • Post-Test

                                Kindly complete the post-test to assess your knowledge about the topic after the course.