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Case Study

Functional Location Hierarchy

How we helped a gas processing facility implement their CMMS hierarchy in one week
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Intelligent Drawing Platform
5
Business days
5,900
Asset tags
500
Hours saved
10×
Faster implementation
Figure 02

01The Challenge

A customer was standing up Fiix by Rockwell Automation as the CMMS for a newly constructed gas processing facility. The heaviest task in the whole implementation was the one nobody wanted: building the Functional Location Hierarchy that the system loads against.

Done by hand, that hierarchy is weeks of work with a high tolerance for inconsistency — and the facility had a startup date that would not move.

Requirement: a complete hierarchy covering every equipment category, structured to Fiix's data model and validated against the facility's operational process systems.

02The Approach

1

Data collection

155 P&IDs were processed through IDP to extract asset information and equipment tags across the entire facility.

Output: complete asset inventory
2

System breakdown

The highlighted process systems on the drawings became the structural guide, shaping the hierarchy around how the plant actually operates.

Output: hierarchical structure
3

Client validation

The structure was presented visually inside IDP so the client could confirm it against their technical requirements before anything was exported.

Output: approved hierarchy
4

CMMS integration

The approved hierarchy exported to Excel in Fiix's data structure, ready for direct import with no reformatting.

Output: import-ready package

03What the Hierarchy Covers

Fixed equipment

Vessels, tanks, and heat exchangers across all process units.

Rotating equipment

Pumps and compressors, tagged and placed within their operating systems.

Instrumentation

Control devices and relief systems mapped to their functional locations.

Piping circuits

Circuits and connections structured for inspection planning from day one.

04By the Numbers

MetricTraditionalAutomatedImprovement
Timeline50 days5 days10× faster
Man-hours60010083% reduction
Accuracy85–90%100%Full accuracy
Cost$90,000$15,000$75,000 saved
Next Step
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