| Oct. 2010 newsletter sponsored by First Niagara Risk Management |
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Executive Director's Message
by Bob Lowe
If you're anything like me when I managed a CSI company, about the time I thought I had everything figured out, something would happen that helped me realize just how far I still had to go. So do yourself a favor, follow and engage in the Connected Community Conversations. Most of them are in CSIA Open Forum, but join and watch the eight Best Practices sections too. I assure you that not a week will go by that you don't get a new idea or have a chance to share an idea. Here are some recent examples.
- Vinod Mathews of Captronics in India asked "Advantage of being certified for the customer?" on 9/23/10. His question is primarily for Certified members. It prompted me to point him to some presentations I've done on this topic and also to a presentation from the 2010 CSIA Conference by Bob Zeigenfuse.
- Joe Martin of Martin Control Systems in Ohio asked "ISO Again?" on 9/22/10. His question is about why a customer would accept ISO Certification over CSIA Certification for systems integration work. He asked if there are comparisons available and he received six replies. Mine pointed Joe to three documents in the CSIA Resource Library. Two of them are from ASR, a CSIA auditing company. The other is newly created and is based on the reply Joe received from Remco Kappert with EKB Group in The Netherlands. Read what Remco wrote, it's very interesting.
- Cliff Campbell of Frakes Engineering in Indiana asked "Top Five Leading KPIs" on 9/15/10. He is asking what other integrators use as KPIs and has received eight insightful replies. What KPIs do you use to track company performance and make decisions?
Hint for easy reading of Conversations: Click on "View Thread" beside the conversation in which you're interested and all submissions to that conversation will be arranged in chronological order.
Ok, that was the Conversations. Now I want you to read Joe Martin's blog from Sept. 22. If you have resisted achieving CSIA Certification then Joe's message may change your mind. Please know that his blog was not prompted by anyone but himself.
The final things I'll write about the CSIA Connected Community are; join the eight BP groups in Member Created Groups, set up your preferences, and setup your RSS feeds. Contact Ann Nelson in the office if you need any assistance. |
Partner meeting held in Milwaukee
This year's face-to-face Partner meeting was held in Milwaukee at Rockwell Headquarters. Mark Moriarity was a great host, as usual. As the committee co-chair Mark led a lively and informative discussion on the Committee's mission and charter leading to several recommendations to be considered by the Executive Council. Other topics discussed included logistical details for the Executive Conference, how to communicate CSIA certification better to our end-users, ways for our partners to participate in the technical track at conferences, how they can get information on their newest releases posted to the CSIA online community and how to continue to go about approaching international growth. Details of these topics will be forthcoming based on upcoming discussion by the Executive Council.
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Webinars archived on controlsys.org
Did you participate in the September webinar The Value of OPC UA for Integrators by Thomas Burke of the OPC Foundation? If not you missed a good one. But don't sweat it, the archived recording is available to you on www.controlsys.org under News and Events. We are grateful to Tom for his time and commitment to CSIA.
Do you have an idea for a webinar? If so, contact Bob Lowe. |
CSIA Webinars 
Stop Selling and Start Closing
Wednesday, Oct. 27, 2010, 11:00 to 11:30 am CT
Carl Utter, The Training Group
Do selling mistakes cost you money? Is there a chance you are losing sales that you know you should not? Do your sales people close a low % of quotes and proposals? Do you fear the response "Let me think it over?"
If you want to . . .
· take greater control of the sales process · close more of the projects you pursue · shorten sales cycles · know how to spot non-buyers and stop wasting your time · grow your revenues, . . . then this is the Webinar for you.
Coming in November:
Doing Deals Without Giving Away the Company - Intellectual Property Traps for Integrators
Tuesday, Nov. 2, 2010, 12 noon to 12:30 pm CT
Mark Voigtmann, Baker & Daniels
In this 30-minute webinar automation and tech construction professional Mark Voigtmann and automation IP expert Bob Null will discuss how to: 1. Maintain freedom to use your existing IP, and IP developed during a current project and on future projects 2. Minimize your exposure to IP infringement lawsuits 3. Control the exchange and use of confidential information
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| Planning the 2011 Conference

The Executive Council will meet Oct. 10-12 to make preliminary decisions on the 2011 Conference content. If you have an experience to share or feel strongly about an aspect of your business that others would benefit from, please contact Bob Lowe ASAP. If you know someone who would be a good candidate to do a 45-minute presentation, please let us know that too. |
| Mid-year membership renewals look great!
We thought that you'd like to know that approximately 93% of our members that were up for renewal have remained with us, and the number may inch up a little higher! We are pleased with that renewal rate considering that the economic conditions have been difficult for most of our members. Obviously almost all members find good value in their CSIA membership!
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Project Management training
In the September newsletter there was an article regarding the possibility of establishing integrator-specific Project Management training for our members. The idea originated from a Connected Community conversation. There is good news! We have some really good offers for an instructors for this online training. We'll keep you posted. If you have any ideas or suggestions, send an email to Bob Lowe, Executive Director. |
Here's your chance!
Want to get the most out of your CSIA membership? Volunteer to serve on one of CSIA's active committees (Membership, Marketing, Best Practices, Statistics, Partner, Insurance). We're looking for a few good members! Please contact Jim Campbell to find out more. |
Traffic report: Connected Community grows
Web site analytics show that traffic on the CSIA Connected Community continues to grow. For the period Aug. 30 - Sept. 29, 2010, the CSIA Connected Community received 935 visitors, who made 2,396 visits and viewed 14,139 pages.
On average, visitors viewed 6.08 pages and spent 5 minutes, 11 seconds per visit. Find an Integrator, which extends the boundaries of the community to the general public, continues to be the most popular feature of the community with 3,226 pages viewed.
You've just spent 32.1 seconds reading this article, assuming you read at an average rate of 200 words per minute. (We're kidding!)
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ISA Automation Week
 ISA has been very cooperative with CSIA for this year's Automation Week in Houston. Executive Director Bob Lowe requested the opportunity to do a presentation, but it didn't fit well with ISA's new theme of technical education. So, to still provide CSIA with some exposure, they asked that Bob provide a "virtual presentation" that will be included, along with the actual presentations from the event, on a memory device that is given to all attendees. How kind! Further, they are providing a table in the registration area to display CSIA materials. A big thank you goes out to EnerSys Corporation, one of our Houston-based integrator members, who will arrange the display table for us. If you'll be at ISA Automation Week, be sure to thank ISA for their support.
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Invensys OpsManage 2010
CSIA thanks our Partner Member Invensys/Wonderware for providing us with a pod at their OpsManage 2010 event in October and for the opportunity to participate in a joint presentation with them on the topic of Wonderware Certification and CSIA Certification. Be sure to look up CSIA Executive Director Bob Lowe if you're at the event and attend his presentation at 8 a.m. on Thursday, Oct. 21.
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Best Practices Committee update  by Jeff Miller, Best Practices Committee Chair The Best Practices Committee continues to be busy as we embark on the journey toward Version 4 of the BP&B manual. We have submitted our proposed schedule and plan for updates to the Executive Council for their preliminary approval to proceed and have now initiated the beginning processes. The majority of our committee members spent Sept. 16-17 in Beamsville, Ontario, Canada at Jordan Engineering for a V4 face-to-face workshop. During this workshop we began the update process focusing on four main areas of the document. Those areas include a new section that will outline best practices for service and support, some minor updates to section 1 - General Management, some updates to the Risk Management sections, some updates to the safety, health, and environmental sections, and some updates to section 3 - Marketing, Business Development, Sales Management. The purpose of the workshop was to draft the changes to these sections and get them ready for internal review. The schedule for this update has us ready to release V4 at the Executive Conference in 2012.
I would like to thank Jordan Engineering for hosting our workshop and also thank Jane Cunningham, Jordan Engineering; Brian Mullen, Exotek; Laurens VanPagee, JMP Engineering; and Nick Wagner, Esco Automation for their dedication to getting the process started. It was two long days for sure, but we made a lot of progress toward our first milestone.
Another thing that our committee assembled over the past quarter was a Proposal Risk Assessment Template as a new member resource. The purpose of this document is to provide a template that integrators can use to help them consider risk at the proposal phase of the project. As always, if you are interested in getting involved with the Best Practices Committee we would love to have you. Please contact me via email at (605) 366-2087 or any time. Thank you! |
Notes from an auditor  by Don Roberts, auditor, Exotek Let's take it from the top. One of the first questions of the CSIA Certification Audit deals with strategic planning. I am sure most of you are well into the planning process for next year so it is timely to share with you some of our observations.
The things we look for are a process for planning, not the quality of the plan. Are the goals clearly defined and how were they determined? Was the process totally internally driven or was there some external influence or facilitation. A common challenge for integrators that is addressed during planning is defining what they sell and how they differentiate themselves from the competition. The three main components of a strategy are a clear definition of the goals of the company, the products and markets and the competitive strategy.
When you are defining your processes make sure you address communication of the plan to the organization. We have seen lots of great strategic plans that have not been implemented. Even a weak plan implemented well typically yields better results than a great plan that just sits on the shelf.
A couple of tools you may want to look into are strategy maps and balanced scorecards. Quite a few integrators are using this framework to manage and communicate their plans. It does a great job of organizing specific actions that facilitates meeting the goals of the company
If you need any help or have any questions send me an e-mail or contact me on the CSIA Connected Community and I will point you in the direction of some help. Happy planning and see you at the conference if not sooner. |
Effective sales meetings
by Carl Utter, President, The Training Group, Inc.
Many integrators are trying to create more of a sales culture within their companies. Having another useless meeting does little to change behavior; however conducting an effective sales meeting is a great tool to get the point across that we are taking sales more seriously.
Sales management attaches great importance to the sales meetings when you incorporate the following:
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Bring an agenda and stick to it.
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The meeting must start and end on time.
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All people must come prepared.
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All participants should be given an opportunity to participate actively in discussion.
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Don't turn these meeting into a reporting session. Reports can be read and waste valuable time. Focus on what you can do to hit targets.
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Review goals and the current gap between the desired goal and the actual results month/quarter/year-to-date
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Brainstorm ways to grow accounts, close deals, get your clients referring.
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Create action items and a to-do list for the next week.
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Hold everyone accountable. Zero excuse tolerance policy. Although the actual results maybe out of someone's control, the activity of doing it isn't.
Keep these meetings fast paced and don't let people get bogged down in detail. If need be, take the conversation off line. Don't let one person hijack a meeting.
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Who me? I'm open minded! 
by Mark S. Moriarty, Manager, SI/SP Program Rockwell Automation
I consider myself fairly open minded. I've traveled globally and successfully cultivated national and international business relationships. A people manager throughout my career, I've worked with a variety of people, many of whom were female and/or minority. From my point of view, I was open to diversity.
So when Rockwell Automation introduced an initiative to create a more inclusive environment, I thought they couldn't be talking about me. Clearly, they must be focusing on other people in the organization. However, the more senior leadership discussed a culture of inclusion, the more curious I became.
I learned that, while we work hard at hiring diverse candidates, we don't intuitively understand how to best develop and retain those employees. Only after we saw our policies and behaviors through the eyes of others did we begin to understand how to include all of the diverse perspectives of the people we had hired.
Take one new sales trainee's experience, for example. As part of their training, new salespeople are asked to call on companies that are not buying our products. Some of these prospective customers are located in less-than-desirable areas of Chicago, New York or Los Angeles. When this new trainee asked an audience of Rockwell Automation managers, "Would you send your 24-year-old daughter to one of these companies alone?" I saw the experience in a completely new light. Her experience was not one of educational opportunity, but one of fear.
To better understand the diverse perspectives of our workforce, Rockwell Automation developed a strategy to create a more inclusive organization. The strategy includes three elements:
· Awareness and learning - creating the type of "ah ha" moments I experienced after hearing our new sales trainee · Understanding and removal of barriers - discovering how to more effectively include and make use of diversity within the organization · Differentiation - creating a sustainable strategy that produces an environment where diverse people want to come to work
I urge you to consider how your firm can adopt some of Rockwell Automation's strategies for creating a "culture of inclusion" and recognize how employees who look, speak and think differently contribute to your long-term success.
Likewise, as CSIA becomes more global and diverse in its membership, we need to be aware that others' life experience and perspectives differ from our own. In our businesses and professional associations, we will be challenged to think in new ways that ultimately will add to the richness and strength of our organizations. |
| Safety-over-EtherCAT
now an international standard excerpt from Automation.com
Together with the IEC 67184-3 specification, the Safety-over-EtherCAT Protocol has been accepted unanimously by the 27 national IEC committees. Achieving this international standard is an important milestone for the EtherCAT Technology Group (ETG). This will further leverage the wide acceptance and uniform usage of EtherCAT technology within the automation world.
The Safety-over-EtherCAT protocol is referred to as FSCP 12 (Functional Safety Communication Profile) in the IEC 61784-3 specification. This standard defines the fundamental requirements of a communication system in terms of safety relevant data transmission. In order to do so, it also defines potential errors whose occurrences have to be assumed and describes possible recognition and corrective measures. All requirements are met safely by the Safety-over-EtherCAT Protocol. Read the full Automation.com article |
| FIRST: Where everyone can turn to
excerpt from InTech magazine
Science has always mattered to those of us old enough to realize how much we have achieved in a relatively short period of time. But are we creating a culture to ensure that we have captured the hearts and minds of the generations that follow? Will they come to know that science is really the language of discovery, learned through curiosity, imagination, and inspiration? In short, are we doing enough to make science cool?
Today, as technology is woven into the very fabric of our day-to-day lives in terms of our activities (smart phones, robotic surgery, social media) and our quality of life (stents, aqua and wind farming, robotic limbs), we know there is no way our society can continue to solve problems, realize opportunities, and shape the future without creating a culture that not only embraces science, technology, engineering, and mathematics (STEM), but also celebrates how it will enable innovation for the myriad of new 21st century issues. So, how do we inject science with the cool factor?
Kids growing up today in an entirely media-driven culture are really at risk of missing the point: Sports and entertainment are not the cause of our wealth and success; they are the results of it all.
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- Qlarity 3 Supports Vector Graphics, High Color Depth and Enhanced Functionality
- Sarla Technologies and Performix, Inc. Partner to Deliver Next Generation Manufacturing Execution Systems
- New Single Board Computer From GE Intelligent Platforms Targets Very Low Power Consumption Applications
- Software Toolbox Releases Updated OmniServer Data
Acquisition Software with OPC UA Support
- Beckhoff Automation Introduces TwinCAT Robotic Control
- GE Integrates Audit Trails and eSignatures into Electronic Work Processes To Further Enable Regulatory Compliance and Increase Industrial Environment Security
- Intelligent Platforms Makes It Easier, Faster To Begin GPGPU-Based Application Development
- Software Toolbox upgrades FactoryWidgets software
- GE Intelligent Platforms Speeds Development, Deployment Of GPGPU-based Digital Signal Processing Applications
- GE Works with General Dynamics C4 Systems to Maximize Troop Effectiveness and Safety
- QSI Corporation introduces QTERM-A7 with Universal Connectivity
- Phoenix Contact launches new WirelessHART
- Honeywell makes move to capture business through SIs
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| Welcome to the Newest CSIA Members |
MELSS Automation Ltd., Tamilnadu, India represented by V Jayakumar
System integrator with PLCs, MCC panels, control panels, MES software, SCADA solutions, turnkey automations, material handling systems, weighing and dosing systems, weigh bridges and customized software solutions.
T3 Automation, Morehead City, NC represented by Tom Keefer
Control system integration company that specializes in marine monitoring and remote telemetry applications.
ZI-Argus, Bangkok, Thailand represented by Frank van Baal
ZI-Argus is a leading industrial automation and process control solution provider in the Asia-Pacific region. The company has established an excellent reputation in the market and operates from offices in Australia, Indonesia, Philippines and Thailand. ZI-Argus employs more than 200 highly skilled and experiences specialists executing turnkey industrial automation projects throughout the Asia-Pacific region. |
| Newly Certified and Recertified Members |
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The Control System Integrators Association (CSIA) is pleased to announce that the following member companies have recently earned "Certified Member" distinction.
To become a CSIA certified member, a member company must pass an intensive audit process with stringent performance standards categories in nine categories: general management, financial management, project management, quality management, technical management, human resources management and marketing, business development and sales management.
Applied Control Engineering, Inc. Newark, DE Bay-Tec Engineering, an Emerson Process Management Company Fairfield, CA Glenmount Global Solutions Dallas, TX Glenmount Global Solutions Houston, TX Industrial Automation Engineering, Inc. Ham Lake, MN
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