Valves, Actuators & Pump Control

Digital transformation enables new solutions for valves and pumps

March 2020 Valves, Actuators & Pump Control

While digital transformation has been getting its fair share of hype in recent years, end users in the heavy process industries actually began digitising their plants decades ago with the introduction of smart/intelligent, digitally integrated process transmitters and final control devices. Today, the vast majority of process transmitters installed for greenfield and major upgrade projects are smart, if not always fully digitally integrated. However, historically, pumps and valves have tended to be the last field devices for end users to digitise in their plants.

Advanced diagnostics and bidirectional communications can help improve process performance, condition monitoring, and maintenance effectiveness; while reducing maintenance costs to a significant degree. This is particularly true for the traditional ‘bad actors,’ such as control valves. Smart valves and pumps could also help reduce fugitive emissions to improve environmental compliance, and – in the case of safety-related valves – enhance plant safety.

With the emergence of IIoT-enabled remote management solutions, process industry end users can begin to take full advantage of remote monitoring, analysis, and management services provided by valve and pump suppliers or third-party service providers. While leveraging the expertise of these external partners would appear to be a ‘no-brainer,’ ARC research indicates that many end users remain resistant to this concept.

Two examples of services that suppliers have developed to help their customers lower overall total cost of ownership (TCO) of their valves and pumps follow. Significantly, both services can also enhance plant safety and regulatory compliance.

Expertise as a Service for valve maintenance

Several years ago at an ARC Industry Forum in Orlando, Florida, Shawn Anderson, senior research specialist for Emerson Process Management, gave a presentation on how that company is leveraging the IIoT to help end users reduce valve-related unplanned downtime.

Anderson’s group initially began looking at adopting IIoT technologies as a way to collect more valve health data from the field and provide more realistic valve failure information than could be generated in a laboratory. It soon became apparent that IIoT technologies were a natural fit for developing a remote monitoring service geared at optimising customers’ valve maintenance practices. This takes the form of a connected services work flow.

According to Anderson, what end users really want and need is actionable control valve health information. End users want to know what they need to do and when they need to do it to keep operations up and running. ARC research confirms this.

Clearly, end users can benefit from partnering with a trusted valve supplier (or third-party services provider) that can help remove the burden of valve maintenance to enable them to focus on their core competencies. Innovative new service models such as Expertise as a Service (EaaS) in which remote monitoring and diagnostics services are bundled provide new options for end users lacking in-house valve experts.

To succeed, this typically requires close cooperation between the valve or third-party supplier that has the valve expertise, IT suppliers that can provide the secure IIoT platform, analytics suppliers that can provide the appropriate analytics and visualisation tools, and the end users themselves, who must be willing and able to provide the raw process data and, ultimately, act upon the information.

Machine learning provides advance warning of pump failures

At another ARC Industry Forum session, Rob Miller, general manager, Global Solutions for Flowserve, presented an example of how that company is implementing new maintenance and reliability practices for its valve customers by integrating advanced machine learning technologies. Flowserve has been evaluating machine learning capabilities to improve its equipment monitoring capabilities for the past 20 years, but the results had proven to be too costly and difficult to commercialise. However, technological advancements in data science, artificial intelligence, and computing power developed in the last five years have changed that paradigm.

As we learned, for nearly a decade, Flowserve had been eager to increase its asset performance and advanced diagnostics capabilities for its product portfolio. The initial approach was to increase data acquisition capabilities utilising wireless technologies to bring pump health analysis data up to the plant or cloud level, and eventually migrate to actively monitoring customer equipment. However, the company faced many challenges related to predicting equipment failures with adequate advance notice to allow its customers to react effectively to alerts.

Recent technological advancements have enabled Flowserve to refine its methodology and introduce a step change in its equipment monitoring capabilities. Integration of machine learning techniques and cognitive analytics have enabled the company to provide more advance warning of impending pump failure to give customers enough time to prevent the failures before unplanned downtime could occur. According to Miller, other benefits achieved include increased scalability, increased adaptability, higher accuracy, improved security, and minimal false positives.

ARC research indicates that other device suppliers are developing similar approaches.

Where to start?

Clearly field device digitisation, cloud computing, and new IIoT-enabled approaches offer opportunities for process industry end users to take advantage of supplier expertise in new and exciting ways. However, several roadblocks hinder widespread adoption.

Many end users hoping to reap the benefits of digitisation are asking themselves: “Where do we start and how do we roll-out successful pilot projects?” It is important for users to start small with a proof-of-concept project and not try to ‘end world hunger’ overnight. Before embarking on a large-scale roll out of digital valve management solutions, end users should develop a step by step plan, along with measurable goals for each step in the process.

The first step should be to focus on an existing problem negatively impacting day-to-day operations and not get caught up in the hype surrounding the new digital technologies. End users can begin by identifying the most critical assets that are prone to frequent failures and deploy a feasible digital solution for monitoring and maintaining those assets. Severe service valves typically have higher failure rates and offer the highest potential cost savings, making them likely candidates.

During this phase, it is important for end users to focus on the problems they are trying to solve with these solutions and the people who will be using these new solutions. One of the key stumbling blocks for end users during this step is not involving their internal IT groups in the discussion from the beginning. Not only is getting buy in from the company’s IT group critical to success, it is also important to realise that IT groups are the in-house experts at scaling up solutions based on standards to a greater number of people. Even though the IT group typically will not know what is needed to optimise the process plant’s operations, they would play an integral part in ultimately deploying the solutions plantwide or even companywide.

Sitting on the fence no longer the safe option

End users currently sitting on the fence about embracing digital valve and pump management solutions must consider the accelerating rate of change we face today. It is vital for industrial organisations to stay educated regarding trends in the adoption of new technologies, so they can take advantage of these new solutions before they are displaced by competitors that have successfully embraced them.

‘Sitting on the fence’ to see how the new technological advances play out is no longer the safe option. To remain competitive in today’s rapidly changing market, companies must begin anticipating and responding to changes quicker than their competitors. It is also important to remember that the most disruptive competition you will face over the next several years is likely to come from companies you are not even aware of right now.

For more information contact Paul Miller, ARC Advisory Group, +1 781 471 1141,,

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