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(1)

Enterprise Health Management

Workshop

NDIA Event #987B

New Orleans, LA

28 January 2009

Marty Chamberlain

Vector Technologies, Inc.

Transition Manager

(2)

Disclaimer

•Opinions, Conclusions and Recommendations in this Presentation are

mine

and (as a contractor) I do not speak for the Office of Naval Research.

Transition Manager Perspective

My Job

– Put in place and maintain

Technology Transition Agreements

With acquisition Programs of Record

(3)

So What’s the Problem?

Why is it so hard to transition EHM Technologies? Especially when:

– Technology Transition and the dreaded “Valley of Death” have been defined and

studied to death – just do a Google search . . . 748,000 hits from Government,

Industry and Academe.

– There seems to be no shortage of funding opportunities to facilitate transition.

– There is no shortage of information and policy guidance on transition within the

services, OSD and DAU (500 documents on technology transition).

https://acquire.dau.mil/SearchResult.aspx?q=technology%20transition%20&l=ww

w_slib

(4)

Why CANEUS: For solving the “Tip of the Iceberg”

Problem for emerging Aerospace technologies

Emerging Technologies at

Proof-of-Concept level

Technology Valley of Death

:

System Development

(5)

OLD CONTEXT: The Policy Statement

~

1973

(Source: Gordon Little; Director, Wave Propagation Lab 1967+

(6)

So What’s the Problem?

Why is it so hard to transition EHM Technologies? Especially when:

– Technology Transition and the dreaded “Valley of Death” have been defined and

studied to death – just do a Google search . . . 748,000 hits from Government,

Industry and Academe.

– There seems to be no shortage of funding opportunities to facilitate transition.

– There is no shortage of information and policy guidance on transition within the

services, OSD and DAU (500 documents on technology transition).

https://acquire.dau.mil/SearchResult.aspx?q=technology%20transition%20&l=ww

w_slib

(7)

Investments Targets

Initial Product/

Process Capability

Product/Process

Development

Product/Process

Insertion

Product/Process

Improvement & Sustainment

Rapid Technology Transition

QRSP/ Quick Reaction Fund/ CTTTF/ IED Task Force

6.1

6.2

6.3

6.4

6.5

6.7

Proc

O&M

DTRA and DARPA Programs

Future Naval Capabilities

INP / Swampworks

Discovery and Invention

Joint Concept Technology Demonstrations

TRL 1

TRL 2

TRL 3

TRL 4

TRL 5

TRL 6

TRL 7

TRL 8

TRL 9

A

Concept & Technology

Development

System Development

& Demo

Production &

Deployment

Sustain &

Maint.

SBIR / STTR/CPP

B

C

Technology Insertion Program For Savings

Defense Acq Challenge/Foreign Comp Tstg

Tech Solutions

Rapid Development and Deployment

Technology Transition Initiative

Source: Steve Smolinski

ONR 03TTX

(8)

So What’s the Problem?

Why is it so hard to transition EHM Technologies? Especially when:

– Technology Transition and the dreaded “Valley of Death” have been defined and

studied to death – just do a Google search . . . 748,000 hits from Government,

Industry and Academe.

– There seems to be no shortage of funding opportunities to facilitate transition.

– There is no shortage of information and policy guidance on transition within the

services, OSD, GAO

and DAU (search of DAU site brings up 500 documents on

technology transition).

https://acquire.dau.mil/SearchResult.aspx?q=technology%20transition%20&l=ww

w_slib

(9)

GAO Recommendations (May 2007 Report)

• Develop gated process that establishes a transition phase and

defines activities that should occur during this phase.

• Allocate more 6.4 funds for S&T to manage technologies to higher

readiness levels before they move to acquisition programs.

• Expand the use of technology transition agreements DOD-wide.

• Include additional metrics in technology transition agreements.

• Expand the use of “

relationship managers

” and define

responsibilities.

• Adopt additional process-oriented metrics to measure the

effectiveness of S&T processes and the impact of S&T

Investments

https://acc.dau.mil/GetAttachment.aspx?id=204033&pname=file&aid=36211&lan

g=en-US

(10)
(11)

My “take” on EHM and

Transitions in General

• Not all S&T programs yield technologies that are meant to transition.

Because

: S&T requirements are not acquisition program

requirements. Don’t confuse the two.

• Requirements derived from JSIDS are essential to successful

transition.

– MAGTF S&RL ICD Example.

– DODAF Example:

http://www.wbbinc.com/case-studies/sense-respond-logistics.html

• EHM is not an end unto itself, but, a critical enabling capability for

S&RL (my opinion). Ask yourself why HQMC (I&L) is drafting an

S&RL ICD and not an EHM ICD? There is more to logistics

(12)

U.S. Marine Corps

S&T Strategic Plan

August 2007

Log STO-6: Enhanced self sufficiency for fuel

Develop ways to reduce the Marine Corps dependency on fossil fuels with

new technologies that support warfighting and at the same time reduce the

MAGTF’s footprint ashore.

Develop the portable means to assess the

suitability of locally available fuel sources or captured fuel.

Technologies must be capable of assessing both the chemical

composition of the fuel as well as detecting the presence of the most

likely adulterants.

(13)

PFA+

Transition Plan

•Lockheed Martin / Foster Miller team will pick up and fund transition.

•Significant Improvement from Existing PFA

–Provides Fuel Analysis Capability at no additional cost

–New Optics / Electronics

–Reduces Unit Size / Weight by half

–Goal to Reduce Unit Cost by 50%

–Completely Eliminate Existing Viscometer and Replace with new technology

–Cuts Sample Processing Time in half

–Cuts Fluid Sample size in half

•Estimated Program Duration – 12 months to TRL8

•Requirements from PM A/L

–ONR TTA – Commitment from PM A/L to conduct full and open competition at TRL8

–Operational Demonstration Opportunities to meet TRL8 criteria

–Support for NRL Technical Management / Oversight During Transition

FY09

FY10

FY11

FY12

S&RL Fuel Analysis

Integration (18mo)

Technology

Transition (12mo)

Off Ramp to EMSS

TRL6

(14)

My “take” on EHM Transitions

• Not all S&T programs yield technologies that are meant

to transition.

Because

: S&T requirements are not

acquisition program requirements. Don’t confuse the

two.

• Requirements derived from JSIDS are essential to

successful transition.

– MAGTF S&RL ICD Example.

– DODAF Example:

http://www.wbbinc.com/case-studies/sense-respond-logistics.html

• EHM is not an end unto itself, but, a critical enabling

capability for S&RL (my opinion). Ask yourself why

HQMC (I&L) is drafting an S&RL ICD and not an EHM

ICD? There is more to logistics modernization than just

Maintenance.

(15)

ICD Format

Tasks

Strategy

Initial Capabilities Document (ICD)

Tasks, metrics &

measures

Deficiencies,

timeframe

DOTMLPF analysis

Ideas for materiel approaches

Analysis of materiel approaches

FAA

Functional

Area Analysis

FNA

Functional

Needs Analysis

FSA

Functional

Solutions Analysis

Joint

Functional

Area

Required

Capability

Concept of

Operations

Summary

Capability

Gap

Threat/

Environment

FSA

Summary

Materiel

Recommendation

Section

1

Section

2

Section

3

Section

4

Section

5

Section

6

Section

7

FAA & FNA Provide Analysis for Conducting the FSA

(16)

Forecasting

MAGTF S&RL

Support Collaborative

Planning

Initiate Response

Acquire Data

Assess Situation

Share Information

• Provide capability to archive

data and information

• Download mission

parameters to monitoring

systems

• Report and present current

and historical distribution

network status

• Make platform life cycle

information accessible to

users across the logistics

enterprise

• Provide scalable, tailorable

information

• Ensure integrity and security

of logistics data

• Advertise and consume data

and information to/from units

through peer-to-peer

exchanges

• Report and present current

and historical platform status

and asset visibility

• Report and present actual

consumption rates against

planned consumption rates

• Report and present logistics

status assessments and

forecasts

• Distribute info according to

information exchange

requirements of the logistics

operational architecture

• Establish network

interface(s) with MAGTF C2

to exchange relevant

logistics chain information

• Automatically generate

the Logistics Tasking

Order (LTO)

• Automatically generate &

transmit resupply and

support requests

• Dynamic resource

logistics support across

the enterprise

• Dynamically task and

redirect logistics support

to units

• Automate near real-time

replenishment through

anticipatory ordering of

supplies

• Dynamically adapt and

reprioritize logistics

support network based

on changes in

commander’s intent

and/or operational

situation

Generate draft orders to

supporting units

Develop draft CoS for each

COA/FRAGO

Develop multiple COAs for

supporting units based on

current logistic status

Synthesize Commander’s

Intent to provide support

options

Identify logistics

constraints and restraints

Support appropriate

information exchanges with

operations and Intelligence

activities

Evaluate & prioritize

multiple COAs based on

current and forecasted

logistics resource status

and capabilities

Develop optimal logistics

solutions (concepts of

support) for mission

planning

• Forecast distribution

network throughput

changes

• Forecast platform

health and

operational status

• Conduct predictive

analysis to manage

and position

logistics resources

• Automatically

recognize emergent

patterns and trends

in health, usage

and consumption

and forecast

operational impact

• Forecast logistics

resource availability

and capability to

sustain optempo

• Access and monitor unit

personnel (e.g.

demographics,

qualifications, etc.) data

• Confirm order/request

fulfillment via automatic

close out

• Access and monitor

consumable item

production rates

• Access and Monitor

current and historical

asset visibility

• Access and monitor

distribution network data

Access and monitor

operational planning

data

• Access and monitor

asset (non-consumable

item) consumption rates

• Access and monitor

consumable item

consumption rates

• Access and monitor

platform health and

usage

• Establish guidelines for

data acquisition

• Access and monitor

operation/mission

execution status

(supported and

supporting units)

• Access and monitor

logistics data from

external sources

Assess impact of current

and projected

weather/terrain on

operations/CoS

Assess impact of current

and projected

environmental, cultural,

and enemy conditions on

operations / COS

Conduct maintenance

assessment for assets

Assess distribution

network capability

Assess log chain

capability

Assess actual vs.

planned

usage/production/through

put rates

Assess progress against

the plan

Assess ability of logistics

resources to meet

requirements

Assess logistics

information from external

sources

S&RL Functional Areas & Tasks (53) Validated By

(17)

0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 0.80 0.90 1.00 RES - 06: Automatically generate the Logistics Tasking Order (LTO)

FOR - 05: Forecast distribution network throughput changes RES - 05: Automatically generate & transmit resupply and support requests RES - 04: Dynamic resource logistics support across the enterprise FOR - 04: Forecast platform health and operational status PLN - 08: Generate draft orders to supporting units RES - 03: Dynamically task and redirect logistics support to units FOR - 03: Conduct predictive analysis to manage and position logistics resources SHR - 12: Provide capability to archive data and information FOR - 02: Automatically recognize emergent patterns and trends in health, usage and consumption and forecast operational …

ACQ - 12: Access and monitor unit personnel (e.g. demographics, qualifications, etc.) data SHR - 11: Download mission parameters to monitoring systems PLN - 07: Develop draft CoS for each COA/FRAGO SHR - 10: Report and present current and historical distribution network status RES - 02: Automate near real-time replenishment through anticipatory ordering of supplies RES - 01: Dynamically adapt and reprioritize logistics support network based on changes in commander’s intent and/or …

PLN - 06: Develop multiple COAs for supporting units based on current logistic status ASS - 10: Assess impact of current and projected weather/terrain on operations/CoS SHR - 09: Make platform life cycle information accessible to users across the logistics enterprise ACQ - 11: Confirm order/request fulfillment via automatic close out SHR - 08: Provide scalable, tailorable information FOR - 01: Forecast logistics resource availability and capability to sustain optempo PLN - 05: Synthesize Commander’s Intent to provide support options PLN - 04: Identify logistics constraints and restraints ACQ - 10: Access and monitor consumable item production rates ASS - 09: Assess impact of current and projected environmental, cultural, and enemy conditions on operations / COS SHR - 07: Ensure integrity and security of logistics data SHR - 06: Advertise and consume data and information to/from units through peer -to-peer exchanges PLN - 03: Support appropriate information exchanges with operations and Intelligence activities PLN - 02: Evaluate & prioritize multiple COAs based on current and forecasted logistics resource status and capabilities ASS - 08: Conduct maintenance assessment for assets ASS - 07: Assess distribution network capability SHR - 05: Report and present current and historical platform status and asset visibility ACQ - 09: Access and Monitor current and historical asset visibility SHR - 04: Report and present actual consumption rates against planned consumption rates ACQ - 08: Access and monitor distribution network data ASS - 06: Assess log chain capability ACQ - 07: Access and monitor operational planning data SHR - 03: Report and present logistics status assessments and forecasts ACQ - 06: Access and monitor asset (non-consumable item) consumption rates ACQ - 05: Access and monitor consumable item consumption rates PLN - 01: Develop optimal logistics solutions (concepts of support) for mission planning ASS - 05: Assess actual vs. planned usage/production/throughput rates SHR - 02: Distribute info according to information exchange requirements of the logistics operational architecture ASS - 04: Assess progress against the plan ACQ - 04: Access and monitor platform health and usage ACQ - 03: Establish guidelines for data acquisition ASS - 03: Assess ability of logistics resources to meet requirements ACQ - 02: Access and monitor operation/mission execution status (supported and supporting units) SHR - 01: Establish network interface(s) with MAGTF C2 to exchange relevant logistics chain information ACQ - 01: Access and monitor logistics data from external sources ASS - 02: Assess logistics information from external sources ASS - 01: Assess platform/capsets/unit capability to perform mission

S&RL

(18)

0.00

0.10

0.20

0.30

0.40

0.50

0.60

0.70

0.80

0.90

1.00

Initiate Response

Forecasting

Share Information

Acquire Data

Support Collaborative Planning

Assess Situation

(19)

Acquire Data:

The acquisition of data through

various means in order to meet information

needs. This “sensing” function encompasses

gathering operationally-relevant data regarding

status of resources (e.g., networks, platforms,

equipment, etc.), unit status, asset levels, in

transit supplies, etc., including data from across

the warfighting functions. (note need for system

self-monitoring)

Pri Task #

S&RL TASKS – Acquire Data

3 ACQ-01 Access and monitor logistics data from external sources

5 ACQ-02 Access and monitor operation/mission execution status (supported and supporting units)

7 ACQ-03 Establish guidelines for data acquisition

8 ACQ-04 Access and monitor platform health and usage

13 ACQ-05 Access and monitor consumable item consumption rates

14 ACQ-06 Access and monitor asset (non-consumable item) consumption rates

16 ACQ-07 Access and monitor operational planning data

18 ACQ-08 Access and monitor distribution network data

20 ACQ-09 Access and Monitor current and historical asset visibility

29 ACQ-10 Access and monitor consumable item production rates

34 ACQ-11 Confirm order/request fulfillment via automatic close out

43 ACQ-12 Access and monitor unit personnel data (e.g. demographics, qualifications, etc.)

19

(20)

Forecasting

Pri

Task #

S&RL Tasks – Forecasting

32 FOR-01 Forecast logistics resource availability and capability to sustain optempo

44 FOR-02 Automatically recognize emergent patterns and trends in health, usage and

consumption and forecast operational impact

46 FOR-03 Conduct predictive analysis to manage and position logistics resources

49 FOR-04 Forecast platform health and operational status

52 FOR-05 Forecast distribution network throughput changes

Forecasting:

Using acquired data to anticipate

shortfalls, predict requirements and resource

failures (e.g., networks, platforms, equipment,

etc.), identify opportunities in order to maintain

operational tempo (prevent significant operational

impact or logistics culmination), and to significantly

reduce operational and life-cycle costs.

(21)

My “take” on EHM Transitions

• Not all S&T programs yield technologies that are

meant to transition.

Because

: S&T requirements are

not

acquisition program requirements. Don’t confuse

the two.

• Requirements derived from JSIDS/DODAF are

essential to successful transition.

– MAGTF S&RL ICD Example.

– DODAF Example:

http://www.wbbinc.com/case-studies/sense-respond-logistics.html

• EHM is not an end unto itself, but, a critical enabling

capability for S&RL (my opinion). Ask yourself why

HQMC (I&L) is drafting an S&RL ICD and not an EHM

ICD? There is more to logistics modernization than

just Maintenance.

(22)

MAGTF Common Operating

Picture (COP)

MAGTF

COP

Common

INTEL

Picture

Common

LOG

Picture

Common

MANUEVER

Picture

Common

FIRES

Picture

Common

F.P.

Picture

CAPABILITY TO VIEW

CONSOLIDATED INFO ACROSS

BATTLEFIELD FUNCTIONAL AREAS

CAPABILITY FOR BFAs TO VIEW INFO SPECIFIC TO THEIR ENVIRONMENT TO AID: SA,

PLANNING, DECISION-MAKING AND EXECUTION IN THEIR FUNCTIONAL AREA

FUNCTIONAL SYSTEMS

& DATABASES WITH INPUT/OUTPUT FROM FRONT-LINE

TIER I

TIER III

TIER II

(23)

Conclusions

• EHM is not the end game. But, for S&RL, it is a

critical enabling technology.

• Acquisition program requirements are key to

EHM technology transition.

• There is no lack of transition guidance and

programs with resources to help bridge the

“valley of death”

• Successful transitions are achieved by a

fully-engaged S&T / Acquisition / Industry Team

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