Executive Summary

EFA Digi — Programme Status Assessment

Project
EFA Digi
Project Aim
DCS technology refresh to enable API Strategy
Briefing Status
DRAFT

The decision to replace the legacy ABB system with Emerson DeltaV at Site API was sound and remains so. ABB-to-DeltaV migration is technically complex, and that complexity was anticipated. What was not adequately anticipated was the execution environment required to put that complexity into compliant operational use — and it is the gap between project ambition and delivery capability that has brought EFA Digi to its current position.

A request for a further £13m funding and associated time should be assessed with that context in mind. Additional investment committed to the same structure and resourcing model carries significant risk of producing the same outcome.

Background

DTG's Engagement

DTG proposed taking full design and delivery accountability at project outset. This was declined — AZ wished to retain accountability & control. DTG was engaged in a supporting and advisory capacity.

DTG's role has been in a supporting and advisory capacity for DeltaV design, and to aid AZ in managing Emerson as supplier and system integrator. At project outset, DTG proposed to take direct accountability for design and delivery as an integrated package. That proposal was not accepted. DTG was instead engaged in a supporting and advisory capacity — contributing to hardware and software design and providing informed oversight of Emerson's delivery on AZ's behalf.

DTG has fulfilled that scope — helping ensure software and hardware implementation of the Emerson solution remained broadly on track. However, the constraints of an advisory role in a project of this scale have become increasingly consequential. Recommendations were made, peer reviews conducted and concerns formally raised throughout the programme. In many areas that input was acted upon, to positive effect (technical approach, technical resourcing, functionality design) — while in other areas DTG has been unable to fully influence direction or make sustained positive change (largely in the commissioning, qualification, validation approach).

Assessment

Assessment of Contributory Factors

Select each factor for detail.

01
Limited project governance
No effective steering mechanism for the project. Project issues not raised and addressed
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02
Requirements not established from first principles
Derived from legacy ABB documentation rather than a clean-sheet review of actual site needs.
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03
Resourcing not appropriately experienced for project scope
Site engineering led where experienced capital project leadership and OT capability was required.
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04
Commissioning and validation poorly resourced and executed
Absence of a coherent plan, shortcuts taken, contractor capability insufficient.
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05
Competing internal priorities
EFA vs CAPI created an ongoing distraction from project delivery.
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06
Personnel changes and team make-up
Significant turnover in key roles disrupted continuity, alignment and decision quality.
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07
Business change underestimated - viewed as a technical refresh only
A DCS migration of this scale is a business change programme, not just a technology project.
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DTG Record

DTG Contributions

The following reflects DTG's delivery within the agreed advisory scope.

✓RFP and initial commercial support at project outset
✓Hardware and software design input and technical assurance throughout delivery
✓Proactive management of Emerson deliverables on AZ's behalf, including escalation support
✓Ongoing advisory support to AZ team - with variable uptake
✓Formal peer reviews at key project milestones & escalations, with documented findings
✓Commissioning and validation concerns raised consistently and in writing
✓Commissioning safety concerns raised and supported in resolution
✓Independent CSV resource introduced by DTG to provide objective assessment - now stood down
✓Alternative C&Q contractor options presented at the point of CSV supplier departure - not accepted

What DTG could have done better

In hindsight, we should have pushed harder on our concerns about the commissioning and validation approach and contractor capability. We escalated safety concerns to the point of threatening disengagement — but did we apply that same level of force to our C&Q concerns? We hesitated, because C&Q was not formally our remit. We offered guidance and support, but perhaps became fatigued when our advice was repeatedly unheard or unacted upon.

Being present in person when escalating serious concerns may have added material weight — both in how they were received and in influencing decisions on the ground. Much of DTG's engagement was conducted remotely, and face-to-face escalation at critical moments might have changed outcomes.

The threshold we applied to safety concerns — formal escalation with a credible disengagement position — should perhaps have been applied equally to our C&Q and commissioning concerns. A more structured, formal escalation approach on those issues, rather than repeated advisory notes, may have created greater urgency.

Financial

The Additional Budget Request

REQUEST UNDER REVIEW
+£13m additional funding
Local team revised estimate — rationale to be reviewed before any commitment

DTG does not have visibility of the breakdown underpinning the £13m figure — we have not been involved in financial management beyond early estimation and RFP support. On the basis of current programme status, the additional cost appears difficult to justify without further explanation. Our assumption is that there may be substantial capitalisation of site resources contributing to this figure.

More fundamentally, the question is not whether additional funding is required — some level of further investment is now inevitable — but whether the conditions exist to deploy it effectively. Without structural change to governance and resourcing, there is no clear basis for confidence that this investment would deliver a materially different outcome.

Path Forward

Conditions for a Credible Recovery

A credible recovery requires structural change, not additional resource alone.

⏸
Pause
A structured and managed pause in the project to review remaining scope, approach, resourcing, schedule and resulting cost — with independent internal and/or external review.
Programme governance
A steering structure with genuine accountability for scope, schedule and cost, operating continuously rather than by exception.
Experienced project leadership
DCS/DeltaV project management capability, operating on a typical capital project model.
Requirements validation
A structured review of what has been delivered against actual operational need, independent of the legacy ABB baseline - enabling traceability of requirements through the validation cycle
Appropriate C&Q/CSV resource
Contractors, partners and/or internal capability with a demonstrable track record at equivalent scale and regulatory complexity.
Structured vendor management
Continuous senior engagement with retained suppliers rather than reactive escalation.
DTG's Proposed Involvement

DTG has detailed knowledge of the project — its history, its current state and the gaps that need to be addressed. We are in a position to support recovery either within an ongoing advisory capacity, or with direct accountability for defined workstreams and scope elements. We would welcome a conversation about what form of engagement would be most effective given the current circumstances.

⚠ Caution
Risk of reversion to legacy technology

There is a risk that project difficulties create pressure to revert, partially or fully, to legacy technology as a short-term resolution. DTG's view is that this would be the wrong decision — it would not address the underlying issues, would create significant additional cost and complexity, and would delay the site's modernisation. The correct response is structured recovery of the current programme, not retreat from it.

Actions

Suggested Next Steps

Three immediate actions for sponsor consideration.

1
Senior review, with internal or external expert support, of the £13m request and supporting rationale before any further commitment is made
2
Independent assessment of current project status against original scope and resulting schedule re-baseline
3
Discussion with DTG and other partners regarding recovery options and engagement model - with a strong focus on on C&Q/ CSV 'musts', and the capability to execute them
Programme Timeline
Project initiated
~Q2 2023
Project properly underway
~Q3 2023
Original expected completion
~Q1 2026
Current status
Several months behind original schedule
Revised estimate (local team)
+x months TBC, +£13m
DTG's view
Additional cost appears disproportionate — structural change required, not resource alone
This briefing represents DTG's assessment based on direct programme involvement. It is intended for sponsor-level discussion only and is not intended for wider circulation.