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Archive for January, 2010

Jan
24

The ISA I Know

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Over the last 7 years I have had the opportunity to be a part of some very good things through ISA; the development of the Certified Automation Professional (CAP) program, the development of the ANSI/ISA-18.2 standard on the Management of Alarm Systems in the Process Industries, and the new Applications in Automation Conference, among others. These three activities exemplify some of the great parts of my ISA experience.  My conclusion: it really has been the case that the more you put in, the more you get out.

In the spring of 2003, in Memphis at my first ISA leaders meeting, I was looking for a program that we could use in my company to recognize process control competency. I talked with several leaders and was directed to Vernon Trevathan and Dale Lee. Vernon was pitching the Certified Automation Professional program to ISA leadership. We talked and later Vernon, an ISA Fellow and member of the Control magazine Control Hall of Fame, invited me to be a part of the CAP development team. There were many experienced professionals from many companies involved in meetings early in 2004. Many of us met again to write test questions for the exam, and still more met to assemble the exam from the questions. By the fall of 2004 there was a certification program for Automation Professionals, following the ANSI/ISO/IEC standard. Several of us from the development team became CAPs.

It was an impressive effort, funded by the new venture investment program at ISA. It took some time for the ideas to be formulated and reformulated, but with the incredible passion of Vernon, and the support of many ISA leaders, a new certification program was launched. Since that launch, the CAP program has steadily gained acceptance, albeit more slowly than hoped. Still the related training and books has are in high demand, so the evidence indicates a good level of interest.

I extracted some lessons from the experience, not necessarily new, but still lessons.

  • One person can make a difference. Without the passion and energy of Vernon Trevathan there would be no CAP program.
  • Together we are much smarter than we are alone. No one person had all the answers during the program development.
  • People don’t always want what they ask for. A survey showed 80% of respondents would be interested in getting CAP. The numbers show far fewer actually have applied.
  • Success (genius) is 99% perspiration and 1% inspiration. It takes work to make ideas reality. Without the work, the ideas mean nothing.

In the fall of 2003, at my second ISA leaders meeting, Vic Maggioli, then VP of the ISA Standards and Practices Department, asked me to get involved with the ISA-18 standard committee and help get a new standard written. At the short committee meeting we approved a scope and then went forth to built the team that could write the standard. It took 6 months to get much of the committee collected. It took almost 2 years to get the work processes down and the first real draft. It took another 2.5 years to get to the standard to the ballot stage and then another 6 months to work that process through to approval. In the end a committee ~90 people, with ~40 active members and ~25 voting members submitted and addressed ~8000 comments. Conservatively, it took over 10 person years to produce ANSI/ISA-18.2-2009 Management of Alarm Systems for the Process Industries. I think it will have a very positive impact on industry.

Co-chairing ISA-18 with Donald Dunn has been one of the greatest learning experiences of my life. Along the way I learned quite a bit about how alarms are used in different companies and industries, and how standards are written and edited, but mostly about how to work with people. Every person brought their own views and biases, including me. Some came with a bias that their view was always right. Then, we got to know each other and began to appreciate the views of others. That led to consensus, and in the end, to a standard. It is not perfect, but it is quite good I think.

Again I extracted some lessons from the experience.

  • A few people can make a difference. Without the passion and energy of the core group, there would be no ISA-18.2 standard.
  • Together we are much smarter than we are alone. No one person had all the answers during the standard development.
  • Success (genius) is 99% perspiration and 1% inspiration. It takes work to make ideas reality. Without the work, the ideas mean nothing.

Though I have had the opportunity to be part of many ISA teams that have completed many projects over those 7 years, the last example I wanted to share is one that has me excited today, the ISA Mid-Atlantic Applications in Automation conference (www.isatechcon.eventbrite.com ). The Applications in Automation conference is a small technical conference born of the desire for local talent to share their knowledge and experience with local people. This 3-day event in Wilmington, DE, March 23-25, features 2 days of training with a technical conference on the middle day. The conference committee consists of members of the local sections and requires no support from ISA headquarters. We are very optimistic about the conference.

Leading this team of exceptional volunteers has been very exciting. Each person brings their own talents. Together we are able to do things we could never do alone. All it took to get some of these talented people to join the effort was the opportunity. They wanted to be a part of something like this. They only needed the opportunity. And it is fun.

From this experience I have again extracted a few lessons.

  • A few people can make a difference. Without the passion and energy of the team, there would be no conference.
  • Together we are much smarter than we are alone. No one person had all the ideas for this conference.
  • Success (genius) is 99% perspiration and 1% inspiration. It takes work to make ideas reality. Without the work, the ideas mean nothing.

These experiences at ISA, among others, are why I continue to volunteer my own time. I have found it very rewarding personally. It seems to me that there are very few limits on what you can do if you really put the time into it and you get a few people to work with you. There are people willing to work with you. I have no bone to pick, no wrong to right, no point to make, only some experience to share, and a few lessons I seem to learn again and again.

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Jan
13

Associations – a role for ISA?

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Andrew Bond is a respected commentator on matters automation through his monthly and independent publication (he takes no adverts), Industrial Automation Insider. If you don’t receive it already then perhaps it is time you did. It will help give an European perspective albeit in an inimitable English way.


Andrew Bond and his publication Industrial Automation Insider (IAI)

However that is not what I wanted to share with OURISA afficianados. No! He has a very interesting item about the various multi-vendor organisations (e.g. Foundation Fieldbus, ProfiBus, HART, etc). This is what he says:

“One potentially significant source of editorial copy is that made up of the multi- vendor industry associations and pressure groups and the professional societies. After all, their whole raison d’être should be to promote the interests of their members and spread the word. The reality doesn’t always fit that image.

Why for example, does Profibus (PNO) have three times as many stories published as either the HART or Fieldbus Foundations? At least in part because a significant proportion of the latter’s output relates to past events or internal organizational appointments of little or no interest to independent publications. Perhaps such organizations have relied too heavily in the past on member companies such as Emerson and Honeywell to provide the bulk of their promotional material so that, when the their focus shifts from, say, fieldbus to wireless, the organization’s own presence is correspondingly downgraded. The same is even more true of the smaller multivendor organizations such as AF and WINA. Most of the case studies on the WINA website seem to originate from Honeywell and, to a lesser extent, Emerson, while Emerson own site offers a more comprehensive database of wireless applications, webinars and videos.

Maybe there’s a role for ISA in driving these fledgling organizations forward with a bit of independent muscle?”

A thought provoking question. What do you think?

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Something has been bugging me since I posted “InTech’s Past, Present, and Future.”  There were many thought provoking comments made on the post, and I was particularly intrigued with David Greenfield’s comments, in which he said (in part) “The fact that this online savvy audience is still highly interested in print underscores the comments made by others here that print is not dead.”  The reason this was “bugging” me was that I too subscribe to lots of free publications that I never read.  Does that sound irrational?  You better believe it does!

Free Stuff Makes Us Crazy

Dan Ariely“Zero is not just another price, it turns out.  Zero is an emotional hot button – a source of irrational excitement.”

Dan Ariely is the James B. Duke Professor of Behavioral Economics at Duke University, founder of the Center for Advanced Hindsight at MIT’s Media Lab, and author of the book, “Predictably Irrational.”  In his book, Ariely describes several experiments he and his team conducted to test why it is that free stuff makes us crazy.

In one experiment, they sold two different kinds of chocolates at a large pubic building; Lindt truffles and Hershey kisses.  They priced the highly prized Lindt truffles at 15 cents (about half of the wholesale price) and the Hershey Kisses (considered perfectly delicious but a little lower quality) at one cent.  As you may expect, the buyers flocked to the truffles by a ratio of 73 percent to 27 percent, since it represented such a tremendous bargain.  Sounds perfectly rational.

Next, both prices were lowered by just one cent.  The truffles were still priced fourteen cents higher than the Kisses and now were an even slightly better bargain over their normal price.  However, suddenly the preference was almost completely reversed and the Kisses were chosen 69 percent of the time!  This experiment was reproduced in several other contexts and is demonstrable in many commercial case studies.   Ariely concludes, “When choosing between two products, then, we often overreact to the free one.”

Discontinuous Functions

There are other discussions in the book as well as Chris Anderson’s book, “Free,” that document the step function that occurs between zero and anything else.  In mathematical terms, then, there are two domains; the paid and the free.  The function that describes the paid is not the same as the function that describes the free.  This has profound implications for paid content of any kind, especially the concept of micropayments.

So how does this apply to InTech?  I return to David Greenfield’s observation that his “online savvy” audience is still interested in the print version, proving that print is not dead.  Can we be sure that this is indeed evidence that readers find value in the print version?  Or is it possible that it is simply another predictably irrational decision influenced by the fact that the subscription is free?  Before tackling those questions, let’s consider one more example.

Would You Like Fries With That?

Let’s say you visit your favorite fast food restaurant and are considering meal options.  One option is a serving of french fries for $0.50.  The second option is a burger for $1.50.  Finally, the third option is a burger and fries for $1.50.  What would you choose?  By the way that’s not a typo – the second and third options are the same price.  My guess is that approximately 84% of you would choose number three.

The reason for my prediction is based on a clever, real world example of this pricing model that Ariely recounts.  He was browsing the Internet and came across the following pricing options for a subscription to the Economist:

  • Economist.com subscription: US $59.00
  • Print subscription: US $125.00
  • Print & web subscription: US $125.00

Being the scientist he is, Ariely was curious about this approach and decided to study how others would react.  He posed this same advertisement to students at MIT’s Sloan School of Management and asked them which they would choose.  84% of them chose the third option.  Next, Ariely offered the following to a second set of Sloan MBAs:

  • Economist.com subscription: US $59.00
  • Print & web subscription: US $125.00

Certainly by now, you’re suspicious and so you probably don’t expect a rational decision.  Indeed, without the decoy of the print-only option a mere 32% (a drop of almost 63%) chose the print and web option.  Once again, experiments confirm that this behavior is predictably irrational.  A detailed discussion is beyond the scope of this post, so you’ll need to read the book for a full accounting.  However, it is helpful in the context of this discussion, which is…

What Does This Mean to Free Publications?

The first conclusion I would draw is that one cannot draw conclusions from readers’ decisions to subscribe to something that is free.  It’s a demonstrably irrational decision with no down side risk.  The real proof would come if subscribers were asked to pay $1 per year and see if subscription rates changed (my expectation would be that they would drop by about two thirds).

Furthermore, it casts doubt on a frequently quoted result of ISA member surveys that indicated InTech as one of the most highly valued member benefits.  We’ve seen that our perceptions of value are highly skewed by the context in which they are presented.  I’m not saying the results of the survey are wrong, but rather that you cannot necessarily consider them to be rational answers.

Finally, I think the most important lesson is not to try to apply a paid paradigm to a free context.  We cannot assume that the rules are the same for both.  In one sense, I was guilty of doing so by asserting that declines in print subscriptions of newspapers and magazines directly relate to InTech subscriptions.  While I still think that there are many common factors, we must be careful and remember that there is a discontinuity between the worlds of paid and free.

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Guy KawasakiThus says entrepreneur and venture capitalist Guy Kawasaki.  As someone who has not only been there, done that, bought the T-shirt, Kawasaki also hears his share of pitches from would-be venture-back entrepreneurs.  He has grown very weary of not only “Really Bad PowerPoint,” but what he regards as a delusion of almost all startups that the value is in their idea.

The old argument goes that if you have great people they will come up with great ideas. My perspective is different: If you have a great idea, then you can find great people to implement it.

Why am I posting this here on Our ISA?

I know that more than a few leaders are uncomfortable with discussing many of these topics in such a naked, vulnerable forum.  And I get it.  However, I think it’s important to consider a couple of things.  First of all, it’s doubtful we’re going to unearth any ideas here that have not been contemplated or even attempted before.  Indeed, its greatest value is probably found in identifying old ideas and strategies that have worked other contexts.  Second, a great idea with bad implementation is like a pretty book cover with no pages.  It looks nice on the shelf and  ”coulda, shoulda, woulda been” great.  A bad idea with great implementation is like Microsoft Windows (there were much better operating systems in the early days that simply weren’t implemented as well).

So let’s generate ideas and use Our ISA as a tool to communicate them and get some great people to implement them.

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In yesterday’s Chicago Sun-Times the following advertisement appeared in the Help Wanted classified section:

Sun-Times Media

Electrician

The Chicago Sun Times is searching for an Electrical Maintenance electrician. Qualified candidates must possess the ability to diagnose and correct electrical malfunction on production equipment, thorough understanding of Programmable Logic Controllers and assiciated input/output devices (i.e.: Allen Bradley PLC5, SLC, ControlLogixs[sic]) and the ability to utilize a PC to interrogate machine control systems to indentify and repair problems as well as reloading control system software applications. Responsible for the start up and shut down of production equipment in accordance with company safety procedures, including lockout/tagout procedures. Ability to work within deadlines associated with the production of a daily newspaper in a team environment and throughout all levels of the organization. All candidates should have completed a technical training program and a minimum of three year of industrial electrical experience. Must be able to work flexible days (including weekends) and shifts. Qualified candidates should forward their resume and salary requirements to: Chicago Sun-Times…

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NewspapersI was recently asked for my thoughts regarding the reasons for InTech’s (advertising) struggles and how we might improve the advertising market share of the magazine.

I would say that what went wrong with InTech is Web 2.0.  The Internet is revolutionizing the way information is delivered and how people organize themselves; the two core value propositions of ISA.  Few to realize this, including organizations as large and successful as the Boston Globe and Conde Nast.   Here are my thoughts on the past, which are not meant as criticism but analysis on how external trends are affecting InTech:

  • The fundamental challenge for InTech is the plummeting value of information. The product quite simply isn’t worth what it used to be. Many people immediately think of Google, but there are actually a few reasons:
    • Search engines (Google, Bing, etc.) are the obvious reason information is becoming devalued; it is much, much easier to find.
    • Vendors are providing more and more value-added information to their customers. They are realizing the benefits of giving away information and solutions in order to increase sales of their products. Rockwell has been doing this for years, but Emerson is really becoming a content generating force. They get it.
    • Web 2.0 is turning traditional content consumers into producers. While automation professionals are probably slower to adopt than others, this is what I call the “silent killer.”  The root cause here is the cost of bandwidth and storage approaching zero. This trend will continue as more and more specialists in the automation profession will become their own publishers. Greg McMillan, for example, could be a very successful professional blogger and speaker right now if he had the inclination.
  • It is no great surprise to say that the print medium is becoming less and less popular.  ISA is dangerously behind the times with regard to all things digital, but I am seeing glimmers of hope from leadership that this is changing (as recently as emails I received this afternoon).
  • Advertising in all forms (magazine, web, television) is changing. The traditional, interruptive model is becoming less effective every single day. People are getting better at ignoring those sorts of advertising and effective advertising in the future will be permission-based, inbound marketing. The problem with that approach is that it requires an organizational shift that will be extremely difficult to pull off.
  • Due to the exploding availability of information, people are shifting from fewer, longer articles to more, shorter articles. I have ready many statements from leadership about the “world class” content of InTech, and I am not saying that it is or is not.  My point is that it doesn’t matter whether or not the content is world class if nobody is reading it.   The articles are too long and too poorly marketed right now, in my view.   I know this is heretical to say, and many engineers will take violent exception to this statement.
  • Another effect of Web 2.0 is the immediacy of information. The process and delivery mechanism for InTech is too bogged down to respond to quickly developing situations.   By the time an editorial calendar is adopted, articles are submitted, reviewed, accepted, edited, printed and read, people frequently don’t care anymore or ISA has missed an opportunity to be part of a conversation.
  • ISA has killed the golden goose by overwhelming its members with low value, un-targeted, interruptive marketing.   As a result, they have unsubscribed from our emails and generally tuned out ISA.   That will make everything we do from now on that much harder.
Web 2.0

Don't confuse Web 2.0 with social media - they are related but not the same thing.

So those are my thoughts on what went “wrong” and the forces that are influencing publishing in general. Here’s what I think we need to do:

  • First and foremost, abandon the traditional paradigms which include viewing InTech as a source of revenue. It needs to be transitioned to a (hopefully) break-even content generation engine that serves a higher calling (e.g. inbound marketing, member engagement, community building).  Again, I understand this is heresy and will be very controversial.
  • The deal with Automation.com should be undone as soon as possible.  This was dilution of the InTech brand and in a Web 2.0 world, the opt-in email list is the most valuable asset any publisher has.   Sharing this with Automation.com greatly diminishes its value.
  • InTech should formulate a strategy for migrating its focus from print to blog. Many people will misunderstand what I’m saying here.  I am not saying abandon print – done properly this can actually become a very high margin product. I am not saying we do this overnight – it needs to be a transition that takes place over a two to four year period.   The end result must be a more nimble, online blog that publishes shorter, timelier content from a wider variety of members.   The InTech magazine will then become, as Seth Godin calls it, a “souvenir” that people will want to buy because it contains enhanced and embellished versions of the online content.   It should be available as an online, downloadable e-book as well as an on-demand (that is, not subscription) purchase.
  • InTech needs to abandon traditional concepts of advertising and look at online affiliate advertising, sponsored content, and selling products.  And the term “product” needs to be defined as well. Currently, this would encompass books, standards, and training but it remains to be seen whether this remains the case.   As an example, a blog article on cybersecurity needs to (automatically) include include links to “Click here to download ISA99,” or “Buy ‘Industrial Network Security’ now,” or “Attend a security webinar.”
  • The concept of an editorial calendar is antiquated and needs to be reconsidered. While it was once a necessary tool, it seems to me that it is now an encumbrance.   As I’ve said, InTech needs to be a more nimble, crowd-sourced publication platform that can address the most pressing and current issues that are of interest to our members.
  • We need to educate our members on how to be better content producers.   This does not mean what it used to mean.  The skills required to author a five thousand word text article for a print magazine are much different from the skills required to write a shorter (thousand word), more concise, compelling multimedia article (or video).
  • If we reclaim sovereignty over the InTech newsletter, it needs to be revived as an instrument to deliver value to our members – not to sell more stuff.  This is CRITICAL.
  • ISA staff and leaders need to be trained to adopt a “content” mindset, which means thinking about turning every bit of work product (like this email, for example) into content and distributing it through multiple channels.  I describe this approach in more detail on my blog.

You’ll notice I have not made a single mention of social media. The reason is that social media is a means to deliver remarkable content to people and then talk about it. Without the content, social media will simply be an empty, uninteresting echo chamber. However, the level of coordination and scope/degree of change required for this transformation make it a tall task to say the least.

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Identifying volunteer leaders is a challenge for every professional organization.  A case could be made that the ISA presidential commitment is too long and this narrows the field of potential candidates. There is a definite a plus for the president to be knowledgeable of the multiple facets of ISA operations, but there are some talented industry leaders who could get up to speed, make a positive impact, but cannot commit for 5+ years. 

What if ISA had someone like (just to pick a name) Maggie Walker, Dow’s  VP for Manufacturing and engineering work processes, consider running for president because the time commitment was manageable, i.e. more like two years. Could this have some positive benefits or would there be too much risk with not be familiar enough with ISA operations and culture?  Since ISA already has a CEO (Pat Gouhin) to run “the business”, could the presidential role could be more of chief promoter and visionary? 

Failing that – or maybe in addition – there could be a plus to have a higher level industry appointee on the Executive Committee or Executive Board –maybe for a two year term. Think about some people like John Berra (Emerson Process Management), Norm Gilsdorf (Honeywell), or Uma Chowdry (DuPont).  They would provide a good, outside perspective and perhaps challenge some of the status quo.  

Another possible piece is that the Strategic Planning Department needs more continuity, with terms in the 3 – 5 years range to provide guidance to both the ISA CEO and President. That committee might include Past Presidents & officers as well as a healthy dose of other perspectives to ensure zero groupthink.

Page 39 of the Exceutive Board MOP details the duties of the society President  (http://preview.tinyurl.com/yfgwb96)

Comments or other ideas?

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