GB/T 42451-2023Intelligent manufacturing - Industrial cloud service - Capabilities assessment (English PDF)

Foreword

This document was issued on 17 March 2023 by the State Administration for Market Regulation; Standardization Administration of the PRC and takes effect on 1 October 2023.

It is a GB/T standard: recommended rather than compulsory, but it is the text a Chinese reviewer applies when assessing a submission.

1 Scope

GB/T 42451-2023 covers how the capability of an industrial cloud service is assessed — a service that delivers manufacturing functions such as planning and scheduling through an interface rather than as software installed on a plant's own machines. Clause 5 gives the framework that holds the two halves of the assessment together. Clause 6 sets the content: the business capabilities the service offers, and those capabilities as they fall across the stages of the life cycle, so that a provider strong at one stage is not credited with the whole of it. Clause 7 gives the process in four stages — assessment preparation, scheme preparation, implementation and analysis — which is what makes two assessments carried out by different assessors comparable rather than two opinions. A manufacturer moving planning or scheduling onto someone else's platform is handing over work that stops the line when the platform stops, and the vendor's own account of what its platform can do is not something a purchasing department can check. A stated framework and a stated process give both sides the same list to argue from. For industrial cloud service providers, manufacturers selecting one, and the assessment bodies and consultants who run the review.

This document proposes a framework for the capabilities assessment of industrial cloud service,

stipulates the assessment content of industrial cloud service business capabilities in different

life cycles and the assessment content of each business capability, and provides a process of the

capabilities assessment of industrial cloud service.

This document is applicable to the guidance of the capabilities assessment of industrial cloud

service.

2 Normative References

The contents of the following documents constitute indispensable clauses of this document

through the normative references in this text. In terms of references with a specified date, only

versions with a specified date are applicable to this document. In terms of references without a

specified date, the latest version (including all the modifications) is applicable to this document.

GB/T 37724-2019 Information Technology - Industrial Cloud Service - Capabilities General

Requirements

3 Terms and Definitions

The following terms and definitions are applicable to this document.

3.1 industrial cloud service

Industrial cloud service refers to one or multiple capabilities provided through an interface

defined by industrial cloud.

3.2 industrial cloud service provider

Industrial cloud service provider refers to a participant providing industrial cloud service.

3.3 industrial cloud service partner

Industrial cloud service partner refers to a participant supporting or assisting the activities of

industrial cloud service providers, the activities of industrial cloud service customers, or both.

3.4 documented information

Documented information refers to information and its media that an organization or individual

needs to control and maintain.

NOTE: documented information is not limited to format, media and source.

3.5 business capability

Business capability refers to the capability of industrial cloud service provider in providing

industrial cloud services throughout the entire product life cycle, including a variety of

production activities.

NOTE: business capabilities mainly include R&D and design capabilities, procurement capability,

production and manufacturing capabilities, testing capability, logistics capability,

marketing capability and after-sales capability.

4 Abbreviations

The following abbreviations are applicable to this document.

APS: Advanced Planning and Scheduling

OLE: Object Linking and Embedding

OPC: OLE for Process Control

SCADA: Supervisory Control And Data Acquisition

5 Framework

The framework for the capabilities assessment of industrial cloud service includes the content

and process of capabilities assessment of industrial cloud service. The content of the capabilities

assessment of industrial cloud service is extended in accordance with the business capability

division and business capability life cycle stipulated in GB/T 37724-2019. In terms of four

capability life cycle stages: capability planning, capability building, capability operation and

capability assessment, as well as seven business capabilities: R&D and design, procurement,

production and manufacturing, testing, logistics, marketing and after-sales, the assessment

elements are respectively determined. The process of the capabilities assessment of industrial

cloud service includes assessment preparation, scheme preparation, implementation of

assessment and analysis of assessment. The framework for the capabilities assessment of

industrial cloud service is shown in Figure 1.

Capability building means that the industrial cloud service provider organizes resources and

capabilities in accordance with the specific content of capability planning, and accesses

industrial cloud service, so as to provide services to users.

The assessment elements of capability building shall at least include:

a) With the team, management system, management means and management tools to

carry out capability building;

b) Physical or virtual resources form a resource pool, so as to provide scalable, multi-

tenant, elastic, on-demand services and network access;

c) In accordance with the reports and schemes formed in the capability planning stage,

carry out capability building, and with relevant documented information;

d) Form phased reports on capability building. The content of the phased reports shall

include the current situation, problems and difficulties of capability building;

e) Issue an acceptance inspection report on capability building. The content of the

acceptance inspection report shall include the results of capability building and

confirm the capability building scheme;

f) With the process of capability building and optimization.

6.1.3 Capability operation

Capability operation refers to operations, such as: release, display, retrieval, consultation,

transaction, delivery, update and withdrawal of business capabilities, etc.

The assessment elements of capability operation shall at least include:

a) With the team and knowledge for carrying out services, such as: capability release

and consultation, etc.;

b) With the standard release procedures of business capabilities. All releases are limited

to the business capabilities themselves, and will not cause interruption to other

industrial cloud services;

c) With keyword search of business capabilities;

d) Support customers to flexibly order related services as needed;

e) With complete function description and usage guidance on business capabilities,

which enable customers to clearly understand what kind of problems the business

capability can solve;

f) Provide necessary communication means to allow industrial cloud service customers

to negotiate with industrial cloud service providers, and complete necessary

consulting activities;

g) Provide quantifiable and measurable acceptance indicators, which are used for

industrial cloud service customers in the acceptance inspection of business

capabilities;

h) Provide a correlation impact analysis report on business capability updates;

i) With the process of capability operation, such as: release, display, retrieval,

consultation, transaction, delivery, update and withdrawal, etc.

6.1.4 Capability assessment

Capability assessment refers to the assessment of the comprehensive effect of industrial cloud

service business capabilities. Industrial cloud service collaborators or industrial cloud service

customers can assess the class of service provided by the industrial cloud service provider.

The elements of capability assessment shall at least include:

a) With the team and knowledge for carrying out assessment and analysis of the

comprehensive effect of industrial cloud service business capabilities;

b) From the functional perspectives, such as: completeness, suitability, correctness and

compliance, etc., as well as the non-functional perspectives, such as: reliability,

usability and security, etc., determine the assessment scheme. Carry out the capability

assessment and form assessment conclusions;

c) Provide an indicator system covering all business capabilities;

d) Provide data sources for all indicators;

e) With the process of indicator development, data acquisition, analysis and assessment

for business capability assessment.

6.2 Business Capabilities

6.2.1 R&D and design

The assessment elements of R&D and design capabilities shall at least include:

a) Provide the release of R&D and design capabilities information, and the maintenance

and management of such information shall ensure completeness;

b) Provide customers with the function of describing their R&D and design demands;

c) Resources, such as: R&D design models, documents and data, etc., can realize sharing

in accordance with user’s permission levels and business demands;

d) Provide professional R&D and design services;

f) Provide visual presentation of industrial data and scenarios, for example: central

monitoring center;

g) Provide the functions of production planning and scheduling, plan execution

monitoring and plan adjustment, for example, APS;

h) Provide the functions of production traceability and quality analysis, for example,

production traceability system and quality management system;

i) Provide monitoring of production energy consumption, for example, energy

management system.

6.2.4 Testing

The assessment elements of testing capability shall at least include:

a) Provide the release of testing capability information, and the maintenance and

management of such information shall ensure completeness;

b) Provide customers with the function of describing their testing demands;

c) Provide consulting function for testing business;

d) Provide documented information, such as: detailed testing process and suggestions

for improvement of the testing object;

e) Provide tracking and inquiry of testing tasks;

f) Provide task distribution, crowdsourcing or off-site labor division and cooperation of

testing tasks;

g) Provide the functions of analysis and assessment of technical indicators of industrial

equipment, systems or products.

6.2.5 Logistics

The assessment elements of logistics capability shall at least include:

a) Provide the release of logistics capability information, and the maintenance and

management of such information shall ensure completeness;

b) Provide customers with the function of describing their logistics demands;

c) Capable of realizing circulation processing, including auxiliary processing activities

of the circulation process;

d) Provide the function of logistics entrustment;

e) Provide the functions of logistics management scheduling and logistics tracking;

f) Provide rapid changes to logistics channels and logistics shipping equipment, etc.;

g) Provide the function of crowdsourcing logistics.

6.2.6 Marketing

The assessment elements of marketing capability shall at least include:

a) Provide the release of marketing capability information, and the maintenance and

management of such information shall ensure completeness;

b) Provide customers with the function of describing their marketing demands;

c) Provide the functions of channel management, customer relationship management

and supplier management, etc.;

d) Support tracking and monitoring of the marketing process;

e) Support the functions, such as: investigation, order management, expense

management, price management, promotions and competition analysis, etc.

6.2.7 After-sales

The assessment elements of after-sales capability shall at least include:

a) Provide the release of after-sales capability information, and the maintenance and

management of such information shall ensure completeness;

b) Provide customers with the function of describing their after-sales demands;

c) Provide the functions of customer management, automated order-taking, on-demand

task distribution and return-visit management;

d) Provide the function of after-sales service information management;

e) Provide the functions, such as: testing, fault early warning, remote diagnosis and

collaborative maintenance, etc.