WHITE PAPER How Enhancing the HMI End-User Experience Leads to Better Operational Results, Productivity, and Improves Profits AN INSIDER’S GUIDE TO SELECTING THE MOST INTUITIVE, CUSTOMIZABLE AND DURABLE HARDW SOFTW ARE Presented By:
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!2 ENHANCING END-USER EXPERIENCES WHITE PAPER Executive Summary AN INSIDER'S GUIDE HOW TO SELECT AN HMI SYSTEM DESIGNED TO ENHANCE THE END-USER EXPERIENCE FACT: Not all HMI hardware and software consistently deliver great end-user results. Choosing a Human Machine Interface (HMI) platform designed to only deliver sub-standard, end-user experiences is one of the most costly and time- consuming mistakes a business can make. If an HMI operator finds an HMI interface hard to understand, confusing to operate or challenging to access either locally or using a remote device, then the end-user experience will be diminished. These negative experiences will eventually jeopardize sales of HMI- driven products and chew into profits. This White Paper is an Insider's Guide designed to empower those who harness HMI technology how to select the best HMI solution designed to deliver positive, end-user experiences while producing stronger results and profits. 1) SELECT CUSTOMIZABLE HMI SYSTEMS WITH TOUCH SCREEN NAVIGATION Not all HMI systems are easily customizable. Some do not provide the necessary tools to manage critical end-user functions without additional investment. Other HMI platforms lack the programming flexibility needed for ongoing, end-user customization needs. Unfortunately, those who design and use HMI technology may not realize these limitations until it is too late. The best HMI systems offer easy customization tools allowing end users to transform how an HMI interface looks, navigates and communicates. Great HMI’s permit easy monitoring, controlling, reporting and auditing without the need for additional software or third-party apps. A major HMI advancement allows end users to switch to their own personalized HMI interfaces and dashboards, without shutting down the system. By empowering operators to customize their interface with dashboards, monitoring widgets, fonts, languages, videos, camera feeds and other tools to improve performance, positive end-user experiences increase as do the overall customer satisfaction rates of an HMI-driven system. Another game changer involves the way end-users navigate and operate an HMI. HMI’s offering glass capacitive, LCD touch-screen technology means users already familiar with smartphones, tablets or other digital devices can easily navigate and use these HMI systems, reducing training costs. Click Here to Read More www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!3 ENHANCING END-USER EXPERIENCES WHITE PAPER 2 ) INCREASE PRODUCTIVITY AND PROFITS BY SELECTING AN HMI SYSTEM THAT CAN SEAMLESSLY MONITOR AND CONTROL OPERATIONS REMOTELY FROM A SMART DEVICE Getting realtime HMI performance data and acting on that information quickly is critical to an organization's successful operation and ultimately profits. One of the biggest advances in the HMI industry is the ability to remotely monitor performance while being able to operate an HMI-driven system seamlessly on a smart device or off-site computer, providing end-users with the power to easily act on HMI data anytime, anywhere. The end-user experience is increased when critical HMI information is received in realtime, in the right format, and received by the right people anywhere through commonly used devices like smartphones or tablets. These types of customized mobile data-delivery and alert options are major cost-saving tools only a few suppliers like EXOR offer. EXOR’s end users can customize alerts to contain hot-links received in an email, text, or tweet, quickly connect an operator on a cell phone to an HMI control screen or to view a video feed anytime, anywhere, ensuring smooth operations and increasing overall performance. Click Here to Read More 3) CHOOSE A SMART AND EFFICIENT HMI SYSTEM WITH TROUBLESHOOTING TOOLS A system runs more efficiently and contributes to an organization's profits if it is maintained properly. Operational efficiencies increase and breakdowns minimized when Predictive Technology (PT) is built into an HMI-driven system or process. Surprisingly, some HMI choices available today do not offer the flexibility to allow Predictive Technology to be actionable in realtime. This void in actionable PT data increases interruptions. HMI systems not allowing Predictive Technology to be acted upon as something is happening, usually fall short and fail to meet the needs of most end users. That's why it’s important to select an HMI platform permitting end-user configurable local and remote visualization of Predictive Technology data available via a spectrum of communication options, all without additional software investments. These “smart HMI’s” provides an HMI operator instant access to troubleshooting tools such as problem-solving PDF manuals and how- to videos. If information is viewable right on the HMI screen or remote device, operational challenges can be solved quicker after an alarm notification. HMI platforms not offering easy access to a c t i o n a b l e P T d a t a s u ff e r m o r e Click Here to Read More interruptions, decreasing performance. 4) LOOK “UNDER THE HOOD” - BE CAUTIOUS OF RESTRICTIVE HMI PLATFORMS Some HMI system suppliers actually promote their products as end-user adaptable but when you look 'under the hood,' certain customization levels fall drastically short of end users’ needs. Others HMI’s only offer hard to implement customization options requiring additional programming, hardware or third-party software. Lack of end-user configurability for critical features such as user management, system notifications, and reporting, can negatively impact overall system usability and performance while creating a poor end-user experience. Be cautious of restrictive HMI systems that do not even allow simple end-user tasks like auditing a specific operator’s performance and actions. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!4 ENHANCING END-USER EXPERIENCES WHITE PAPER These restrictive HMI platforms also are not easily personalized for specific auditing and security needs. They ultimately require the end user to pay more to implement necessary customizations. Choosing a restrictive platform often means the end user has to forego future customization improvements because of prohibitive added costs. The best HMI solutions put customization and management tools in the end-users’ hands, providing the flexibility for all current and future needs while delivering great end- Click Here to Read More user experiences. 5) IS THE HMI CHOICE GOING TO BE TOUGH ENOUGH? Durability is a key factor to consider when selecting an HMI solution. An HMI that can operate in harsh workplace conditions is more reliable and helps avoid costly shutdowns. Even if an HMI-driven system is never expected to be exposed to rough conditions, seek out Standard-Model HMI’s with glass-faced, scratch-resilient LCD screens that can withstand most unexpected impacts. If an HMI-driven system will be exposed to extreme temperatures, moisture, direct or indirect sunlight or chemicals, then a Harsh Environment HMI specifically designed to operate in these types of workplaces should be chosen. The most durable Harsh Environment HMI systems offer screens that are easy to read with superior graphics and text displayed on an LCD interface, optically bonded to durable, scratch-resistant, true-tempered glass. This optical bonding manufacturing process prevents clouding, moisture wicking, pillowing, and other visual challenges while providing improved performance. EXOR Harsh Environment and some Standard Model HMI’s true- tempered, glass-faced LCD screens stand up to challenging workplace conditions. EXOR is one of the few HMI manufacturers applying a protective acrylic coating to internal electronic components, shielding them from humidity. All EXOR HMI Harsh Environment models are Marine Certified. Most EXOR Standard Models are built tough enough to withstand impacts. Despite these options, some system manufacturers and OEM’s still choose an HMI system that is not tough enough to withstand the rigors of harsh workplaces, decreasing positive end-user Click Here to Read More experiences. 6) CHOOSE AN HMI PROVIDING CUSTOMIZABLE SECURITY AND ACCESS FOR ALL USERS Even in today’s security conscious world, some HMI manufacturers fall short and only offer systems that do not allow managers to easily monitor employee access and individual performance. This inability to not know who is operating a system and tracking actions can create security issues. These lacking HMI systems make it quite difficult to accomplish even basic user management tasks and may require additional software or programming costs to permit these basic user-management security functions. Invest in HMI systems permitting the easy management of users and passwords. These systems should allow the implementation of employee monitoring and secure auditing. HMI's crafted by EXOR and powered by JMobile software help end users easily control and monitor HMI system access while permitting the secure management of multiple levels of operator auditing. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!5 ENHANCING END-USER EXPERIENCES WHITE PAPER EXOR America, a division of EXOR International, is an innovative leader in the industrial operator interface marketplace and has been since 1992. EXOR offers every level of HMI customization for most industrial or system applications. EXOR helps businesses succeed by delivering the very best HMI hardware and software. EXOR easily enables users to perform customizable operational security management tasks. EXOR HMI’s also allow users to incorporate live video and external data sources from existing workplace security systems viewable from the HMI interface and on the browser of a smart-device or off-site computer. Every EXOR product is backed by generous warranties and free customer support to maximizing any HMI investment. Some HMI suppliers charge end users for customer service help to solve problems with their own products. EXOR prides itself on offering flexible and truly customizable, easy-to-use HMI systems. EXOR delivers exceptional end-user experiences and Click Here to Read More value, allowing organizations to adapt to changes without requiring added software or programming investments. This White Paper is designed to empower decision makers with clear and concise information about what to look for and avoid when selecting new HMI hardware and software. Explore this Insider’s Guide to discover how positive end-user experiences will improve overall HMI system performance and satisfaction. Index Section 1 First Impressions Really Do Matter How Microsoft Forgot About the End-User Experience Page 6 Section 2 Easy-to-Use Tools to Customize Data and Alerts Produce Positive HMI Results and Profits by Enhancing the End-User Experience Page 7 Section 3 Improve Performance with Customizable HMI Reporting, Control, and Visualization Tools Permitting Mobile Access Anywhere Page 10 Section 4 Increase Performance and Improve End-User Experiences by Selecting Durable HMI Hardware Designed to Survive and Thrive in Any Installation Setting Page 12 Section 5 HMI's Offering Predictive Intelligence and Intuitive Troubleshooting Tools Accessible Locally and Remotely Help Deliver Maximum Operational Results and Profits Page 14 Section 6 HMI Systems Allowing Configurable End-User Management and Performance Auditing Tools Improves Security and Overall Operational Efficiencies Page 15 Section 7 HMI Buyer’s Guide Purchasing Checklist Page 17 www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!6 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 1 First Impressions Really Do Matter How Microsoft Forgot About the End-User Experience If you want to experience a real-life product disaster where designers failed to deliver a great end-user experience, find a PC using Windows 8 before the operating system disappears. If you are like millions of Microsoft users who are accustomed to going to that trusty start button in the traditional Windows operating system, you may be in for a frustrating and baffling experience when you try to use Windows 8. In fact, it was roundly labeled a 'disaster' by many in the technology media. According to media reports, the new Windows 8 interface turned off PC users to the Microsoft brand so much, it had the potential to negatively impact future Microsoft sales. Microsoft expected the conversion to the new Windows 8 interface would be simple. The company thought PC users would easily grasp the new navigation and new options. After all, Windows 8 had all the embedded tools of previous Windows versions along with some major enhancements. The conversion was a disaster because the assumption the new interface was intuitive to use was wrong; many Windows 8 users were frustrated a system they knew so well had changed, so dramatically. The new operating system, users soon found, was not intuitive and did not look the least bit familiar. The negative reaction caused Microsoft to lose market share. The company is now offering Windows 8 users a free upgrade to Windows 10, which relies more on an interface resembling the traditional Microsoft interface, something users are familiar. Some news stories say this mistake ultimately tarnished the brand and predict Windows 8 will hurt the company for years, all because Microsoft apparently didn't understand the end-users’ needs for simplified, intuitive and familiar interfaces. Total success of any interface that navigates a PC or an HMI hinges implicitly with the end user’s ability to easily understand it. If a device seems challenging to operate initially, those challenges can give end users a negative perception of both the product and brand. If an experience is bad enough during that initial product exposure, end-users carry those negative perceptions for years, no matter how much is spent training employees to master such a challenging operational interface. Humans form opinions of people and machinery in a fraction of a second and it sometimes takes an extraordinary time investment to overcome preconceived feelings formulated by a negative initial interaction with a person, brand or product. When an operator continuously has a bad interaction with an HMI interface, that operator probably will not harness all the tools and total output of a system, failing to achieve an HMI system's full potential. When exploring the many HMI platform options, remember the Windows 8 experiment and why it failed. Windows 8 is a good lesson for any organization reliant on HMI technology. Investing in the best HMI system means choosing an HMI offering familiar navigational interfaces using touch-screen technology and flexible on-screen customization tools. Direct HMI users, such as line operators, can benefit and produce better results relying on HMI’s with customizable operational interfaces with tailored dashboards filled with familiar monitoring widgets, graphics, different languages, video feeds and other options, all designed to deliver great HMI end-user experiences, every time. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!7 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 1 Summary Even though Windows 8 offered all the powerful Microsoft tools millions rely on daily, the new operating system was not well received, according to news reports. Microsoft ignored how a typical end user navigated and used previous versions. Most end users found nothing about the Windows 8’s interface was familiar. The poorly received interface caused the company to lose market share and tarnished the brand in some end-users' minds, primarily because it was difficult to navigate. Interfaces for a computer operating system or an HMI platform must be both easy to understand and easy to use. The best HMI systems provide an exceptional end-user experience by offering customizable HMI interfaces end users are familiar with and which they would welcome using. Section 2 CUSTOMIZABLE DATA AND FAMILIAR NAVIGATIONAL TOOLS PRODUCE POSITIVE HMI RESULTS AND PROFITS BY ENHANCING THE END-USER EXPERIENCE The HMI station is the 'face' of a system or process. It is where operators spend most of their time interacting and running the HMI-driven system. The HMI ties together layers of complex technologies, then clearly displays operational results in realtime on the interface and via other external options. End- users’ purchasing decisions are greatly influenced by how an HMI interface displays information, how it operates, and the spectrum of built-in features offered to allow them to easily customize, format, store and access data. When HMI-driven systems that perform and are priced similarly are compared, the HMI platform offering easy-to-customize monitoring and operational tools will be chosen each and every time. Some HMI systems deliver great end-user experiences and others, do not. The best HMI choices provide exceptional end-user experiences by empowering users with the tools to customize specific data and results. For example, all EXOR HMI’s powered by JMobile software allow operators to customize their own HMI screen. This ability to customize data for individual needs is one of the most underutilized improvements in HMI technological advancements and offers OEM’s and system integrators the ability to differentiate their products by offering end users a wide array of customization tools to enhance the overall “HMI End-User Experience.' These customizable systems allow direct and indirect users such as operators, managers, service personnel and OEM’s to create better user experiences because the customized interfaces provide the appropriate critical data displayed in realtime, accessible anywhere. Not all HMI’s offer easy-to-use customization and mobile operation tools. Think about the last car you purchased. Specifications, performance and budget were all factors. But how important was body style, operability and convenience features to your decision? The visual appeal, ease of use and the ultimate end-user experience are what drives purchasing decisions with cars and similarly, with HMI-driven systems. Combining a multi-touch, modern, HMI LCD interface with true visual appeal, superior resolution, better graphics, crisp text, sharper images and more intuitive navigation are all what current HMI users have come to expect. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!8 ENHANCING END-USER EXPERIENCES WHITE PAPER The ability for the end user to easily operate a more visually appealing and easier to understand HMI interface leads to increased job performance and better results as well as profits. Perhaps operators of the same piece of HMI-controlled equipment during different shifts have different operational challenges such as diminished vision and have a preference for larger font sizes. Another may may be color blind and require alarm notifications to be a different color. Yet another, may benefit from using a different language or may need modified dashboard layouts or require video instructions. Various direct and on-the-go users have different data reporting needs and prefer receiving certain operational information in specific formats like PDF’s, delivered via multiple communication methods. The ability to personalize how specific performance information looks and how that data is displayed improves response times because that information is packaged and then delivered to meet end-users’ needs. Moreover, these customization tools empower users with a sense of ownership by allowing each to tailor their own HMI dashboard display, helping each contribute to better operational outcomes. Another HMI advancement enhancing positive operational outcomes and end-user experiences involves the type of navigational technology an HMI system uses. HMI’s with glass-capacitive, LCD touch-screens deliver a better navigational “feel,” user experience, and are similar to what many are accustomed to using. This type of technology mirrors the navigation of familiar, high-tech mobile communication tools. According to the United States Census Bureau, the median age of the United States population is 37 years old and 54% of the population is under the age of 40. These are the current and future operators of HMI-driven systems. These generations are accustomed to using intuitive smart phones, tablets and video games. An astonishing 97% of those under 40 years old have a cell phone, accord to the Pew Research Center in Washington, DC. HMI’s offering users similar, glass-touch navigational experiences coupled with customizable interfaces that are intuitive and provide different levels of simplicity to a wide-array of users, deliver the functionality and scalability a multitude of industries need. Each HMI end user will be able to truly harness the navigational skills they already have mastered on their personal smart phones and gadgets. This knowledge helps reduce training costs and produces more positive workplace performance results. Think about the typical HMI users; those who will be interacting with an HMI system directly along with those who will be indirectly relying on the HMI information, either locally or remotely. Those future employees who will be monitoring, running, and www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!9 ENHANCING END-USER EXPERIENCES WHITE PAPER maintaining that system expect the most intuitive HMI platform for the job. HMI end-users’ navigational experiences should not be vastly different than what most are already know and are comfortable using. Another factor in an HMI selection to consider is if the HMI easily stores data and makes that stored data accessible locally, from the HMI interface, or from anywhere via a mobile device or off-site computer. It is also important to select an HMI offering built-in options allowing for the easy customization of data archiving and retrieval. EXOR's customizable data delivery and archiving systems interface via the local HMI, USB or SD storage, direct network databases, and/or cloud- based storage options, permitting the easy customization of data storage and retrieval. After 'kicking the tires,' it will be clear, some HMI options only offer limited customization tools and require additional investments to improve performance, making the end-user experience disappointing. The ability to truly customize an HMI interface for local and remote visualization and operation while being able to store and retrieve customized data in realtime are some of the most important built-in options to seek out when selecting an HMI system. It’s also vital the HMI choice can distribute data in a common format like PDF’s and offer multiple ways to deliver that data and alerts via emails and texts or even tweets. If a system integrator or OEM designer utilizes intuitive, easy to customize and easy to navigate HMI platforms in a system’s interface design, this strong HMI selection will improve the overall system satisfaction and win over end-users. These intuitive HMI systems add value to the HMI-driven system or process because end users will have the personalized interface options for their needs right “out-of-the-box” without add- ons and extra costs, ultimately making each new HMI-driven system owner a more satisfied customer. Section 2 Summary When exploring HMI choices, it is important the system chosen offers easy customization tools for current and future needs as well as various reporting and mobile communications options, without additional costs. Think about the target end users who will be interacting with an HMI system, those who will be directly and indirectly using HMI information either locally or remotely. Those employees who will be monitoring, running, and maintaining a production line or a system process expect the most intuitive HMI platform available, one which navigates similarly to commonly used tools found on their own personal smart devices. The HMI end-user experience should not be radically different than what is familiar to the end user. The most effective HMI technologies deliver superb end-user experiences by allowing each user to operate an HMI interface utilizing skills they already possess from using smart devices. Many end-users’ current and future employees are very familiar with intuitive, glass touch-screen navigation technology used to operate smartphones or other high-tech devices. If an HMI interface navigates and operates like a smart device that helps decrease training costs and increase employee performance. By presenting HMI users with a navigational experience similar to their mobile devices, each user will be able to truly harness the navigation skills they already have mastered and apply it to the HMI. Positive end-user experiences increase more when investing in these type of truly customizable and easy to use HMI’s. These HMI’s should offer easy personalization of each interface, empowering an individual operator to display information in a format they will use and understand best. Larger fonts, a different language, customized widgets or other dashboard variations can improve both an end-user’s experience and productivity. One of EXOR's many hallmarks is the ease at which end users can personalize each HMI interface to display specific information to meet each user’s needs, without the additional costs as some other HMI manufacturers require. Seek out HMI systems offering tools that make these customizable screens and dashboards easy to implement. HMI manufacturers such as EXOR increase end-user customer satisfaction rates because there are usually no hidden costs to deliver customizable information clearly displayed for each users’ needs, increasing profits for both the end-user and ultimately a system manufacturer or OEM. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!10 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 3 IMPROVE PERFORMANCE WITH CUSTOMIZABLE HMI REPORTING, CONTROL AND VISUALIZATION TOOLS PERMITTING DATA TO BE ACCESSED ANYWHERE One of the most powerful HMI innovations enables any user to remotely monitor and actually control an HMI- driven system or process using a web browser on a mobile device or a computer, providing a more robust end-user experience. Whether located in the next room or sitting on a far-way beach, the ability to access, monitor and act on data, then remotely operate an HMI in realtime are all valuable tools for smooth operations. Remote visualization and operation can range from a convenience feature to an essential tool for operations and maintenance, maximizing up-times while reducing maintenance costs. One of the main differences with some HMI suppliers revolves around the types of mobile options offered, or in some cases, the limitations of their mobile options. To achieve full mobility, some HMI manufacturers require downloading additional apps or third-party software. This means end-users have to spend more money and time to solve the mobile inadequacies of some HMI options available today. Another new HMI advancement allows OEM’s or system integrators to easily create the ultimate, customizable HMI mobile experience delivering just the right realtime information and operational tools anywhere for any users’ needs. Remote data and visualization needs differ for upper management, operators, maintenance, and OEM service providers. For example, the production manager may want different operational data than a maintenance technician. The OEM or service company may need a different level of HMI remote visualization, such as the ability to monitor a video feed of a production line several states away or full VNC (Virtual Network Computing) to fix an issue. Some end users may use a smartphone or tablet, while others prefer a PC to remotely monitor and operate an HMI platform. If an HMI platform doesn't allow all of these remote experiences to easily occur or only permits remote options with additional programming and upgrade costs, that HMI system choice will not deliver the best remote end user experience. It is important to select an HMI system offering mobile tools enabling end users to seamlessly operate, update and monitor specific data from either the HMI interface or off-site using a remote devices which clearly displays customizable data in realtime. Truly customizable mobile options should be able to offer full-sized visualization on any type of mobile device or computer. Some suppliers still only offer limited remote connectivity options that only offer resolution restricted visualization, forcing the end user to view and operate an HMI on either a tiny screen or a screen cluttered and congested with monitoring information, making information on a mobile device difficult to view. EXOR's products powered by JMobile software are revolutionizing how HMI-driven systems are monitored and controlled on mobile devices and off-site computers. These tailored remote experiences via a vast array of access points allow EXOR's HMI end users to improve operational efficiencies by receiving realtime data quickly, anytime, anywhere. EXOR displays data in the most intuitive, customizable and easy to understand dashboards and report formats, including PDF’s. The ability to quickly distribute alarms or data via emails, texts or tweets to specific users who can then act on their mobile device helps stave off potential system problems and eliminates the need for someone being stationed in front of the HMI operator interface station 24/7. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!11 ENHANCING END-USER EXPERIENCES WHITE PAPER No matter what kind of platform data is received, the way that data, alerts and reports look and the formats information is presented all contribute to a positive end-user experience. When HMI information is easy to understand and clearly presented, critical data is more apparent and can be acted upon quicker than culling through irrelevant data. EXOR's HMI systems powered by JMobile software are industry innovators offering several customizable report formatting options, including an innovative integrated PDF reporting feature. The PDF formatting tool allows end users to automatically create detailed, attractive and informative reports delivered to those who need it, viewable from anywhere. Best of all, this PDF formatting feature eliminates the need for the cumbersome integration of a third-party reporting software package and does not require an end user to change HMI hardware to an industrial computer with an expensive SCADA system. Selecting an HMI that inherently offers these formatting functionalities allows for a simpler, less complex, and ultimately, a lower cost solution to deliver the right realtime information to the right people in just the right format, anywhere. The right information formatted in easy to read operating dashboards or reports viewed on the HMI interface, mobile devices or a computer are incredibly powerful tools for machine or process optimization and differentiates EXOR from other HMI choices. OEE (Overall Equipment Efficiency), production and maintenance reporting, measuring and tracking consumables for cost analysis optimization should all be standard HMI reporting options, as examples, and easily created. Surprisingly, some HMI systems still do not provide seamless reporting options of specific operational data and processes. The ease in which HMI reports are formatted, accessed and then locally or remotely communicated is another EXOR advantage when compared to other HMI choices. EXOR's HMI platforms allow reports and other operational information to be delivered to specified users by emails, text messages or tweets, automatically. EXOR HMI’s can backup data directly to a network folder or a cloud-based repository. EXOR empowers end users with multiple information formatting and alert customization levels, all designed to help use data better and more efficiently while improving performance and providing exceptional end-user experiences, every time. Section 3 Summary Harvesting system performance information and data from an HMI system in realtime and acting quickly on important HMI data from anywhere is critical to an organization's smooth operation and profits. A delay in acting on an HMI alarm or operational changes until it is too late will usually hurt performance results and profits. One of the biggest advances and cost saving developments in the HMI industry revolves around monitoring, reporting and operating an HMI system remotely and being able to act on that information from anywhere via a smartphone or off-site computer. Not all remote HMI options are the same. The ability to deliver customized alerts and reports in a variety of formats like PDF’s and then be able to distribute them via emails, text messages, or even tweets are major cost saving tools only a few HMI suppliers like EXOR offer. EXOR empowers end users with the ability to monitor and operate HMI systems remotely, from any smart device. Data and reports are displayed in formats employees want, like PDF’s. EXOR’s mobile capabilities do not squeeze information on tiny, cluttered remote screens, like some HMI choices only offer. This realtime, responsive mobile monitoring and operational capabilities increase performance for key players responsible for ensuring an HMI-controlled system is operating smoothly, while enhancing operational outcomes 24/7. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!12 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 4 INCREASE PERFORMANCE AND IMPROVE END-USER EXPERIENCES BY SELECTING DURABLE HMI HARDWARE TO THRIVE IN ANY INSTALLATION ENVIRONMENT Positive end-user experiences are enhanced even more when the HMI choice is tough enough to handle just about any challenging workplace condition. If the HMI is not designed to operate in unusually harsh environments, even temporarily, that HMI-driven system may experience unexpected downtimes and interruptions. When the HMI system selected can not operate in a particularly harsh environment or survive an unexpected impact to the screen, this less-durable HMI decision usually leads to poor and profit- eroding results. When selecting an HMI, make sure that choice is durable enough for a variety of expected and unexpected workplace conditions. EXOR offers a variety of durable and tough HMI choices providing our customers with some of the most dependable HMI hardware solution s available. EXOR’s tough HMI Harsh Environment models can handle just about any kind of job in just about any challenging installation situation. No matter if an HMI is operated in extreme temperatures or damp conditions, an EXOR Harsh Environment HMI platform is specifically constructed to withstand severe conditions, experiences less downtimes, when compared to less durable models, and, as a result, positive end-user experiences are increased. All EXOR HMI Harsh Environment Models are Marine Certified. All EXOR Harsh Environment as well as many EXOR Standard-Models’ have internal electronic boards all encased in a protective, acrylic coating, increasing durability. This process is an EXOR product differential. Whether an EXOR HMI Harsh Environment panel is located in a forty-degree, air-conditioned production line building or used in the hot sun as part of an oil rig's operational process in the middle of an ocean, the true-tempered, LCD glass touchscreen will operate as expected every time. It will not deteriorate due to harsh environmental conditions or exposure to most chemicals or wash-downs. All EXOR Harsh Environment models offer LCD interfaces bonded to scratch-resistant glass surfaces. This bonding process is an important extra manufacturing option to seek out when purchasing an HMI platform. This process is designed to prevent clouding, moisture wicking and other related visual operational challenges. Glass is a superior material for harsh environment HMI panel construction due to its resistance to UV rays, moisture and scratching. True-tempered glass shields the HMI from getting “scuffed-up” and becoming hard to view. Most EXOR Standard Models are strong enough to survive an unexpected direct impact to the true-tempered glass screen. Some manufacturers only produce less durable, standard-grade HMI’s that are sometimes misapplied and not built for challenging workplace environments. These less-tough choices deteriorate from UV light exposure, experience moisture downtime-problems and are hard to read in bright sunlight, all of which decrease the end-user's experience, ultimately impacting overall performance. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!13 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 4 Summary When considering an HMI solution, durability of the HMI interface and internal components all are key factors impacting the overall end-user experience. Make sure the HMI system chosen is designed specifically for an installation environment and can operate in conditions such as extreme temperatures, sunlight, humidity or high pressure wash-downs. The most durable types of HMI systems offer superior graphics displayed on LCD interfaces bonded to durable, scratch-resistant, true-tempered glass surfaces. This specific kind of HMI manufacturing bonding process prevents clouding, moisture wicking, pillowing effect, and other operational challenges impacting visibility. All too often, HMI products are misapplied for a particular workplace environment resulting in poor end-user experiences due to poor visibility and ultimately, resulting in poor operational results. When selecting an HMI system, make sure it can handle unexpected incidents such as a screen impact by an over-exuberant operator. The best HMI choices are durable enough for a variety of expected and unexpected harsh environments and offer the flexibility to meet many external challenges. EXOR HMI’s are some of the most durable HMI choices available, providing dependable solutions for just about any kind of workplace installation environment and always delivering superb end-user experiences. What happens when a standard model, glass-capacitive HMI is dropped, hit and severely abused? Watch the EXOR Durability Challenge and then see your HMI choice can survive these tough tests. WATCH THE EXOR DURABILITY CHALLENGE Can Your Standard-Model HMI Survive This Kind of Abuse? www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!14 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 5 MAXIMIZE UPTIMES AND IMPROVE PROFITS BY SELECTING HMI’S OFFERING PREDICTIVE INTELLIGENCE IN REALTIME AND INTUITIVE TROUBLESHOOTING TOOLS ACCESSIBLE REMOTELY AND LOCALLY Things go wrong. It is part of life and part of business. But the speed and ease with which an organization communicates and reacts to HMI alarms or Predictive Technology data transmitted in realtime, can help contain a problem quickly, ultimately preserving profits. Unfortunately, there are HMI choices available today that do not allow Predictive Technology to be communicated beyond the HMI interface in realtime and as a result, do not allow operators, maintenance, and even system designers to take action until an operational challenge has emerged. When there is a problem, some HMI choices still do not offer the ability to easily view on-screen either locally or remotely such vital information as how-to videos or PDF troubleshooting manuals and quickly empower end users to resolve issues. The designer of a machine or a process developer can incorporate all of the best types of Predictive Technology (PT) into a system, but if the chosen HMI system does not offer the flexibility to make that PT information actionable in realtime, that information is mostly useless. An HMI system allowing actionable PT data in realtime empowers end users with the appropriate operational information to make informed and timely decisions. The best HMI choices permit easy customization of PT data, reports and notifications synthesizing just the right information while offering data visualization and access to local and remote controls in realtime to solve issues. HMI’s deliver additional value to an overall system or process if the selection offers reporting mechanisms flexible enough to deliver customized PT data distributed via a spectrum of delivery options. These intuitive HMI systems should allow PT data to be configurable and easily personalized by the end user for specific needs, improving reaction time and keeping a machine or process up and running while avoiding costly shutdowns. Predictive Technology information should not just sit at the HMI interface waiting for someone to notice. Any HMI system being considered should offer the necessary tools to quickly notify and empower the proper individuals to solve specific problems using both local and remote HMI communication and management tools. It should provide notifications sent via emails, texts, tweets or other platforms empowering users with tailored notifications embedded with hot-links, linking users to troubleshooting solutions. Response times are greatly improved if operators, maintenance and managers are allowed to customize PT warnings, performance data or other operational notifications and be empowered to act in realtime. EXOR's ability to synthesize and easily communicate customized bits of Predictive Technology data positively increases end-user satisfaction by improving system performance. These built-in PT tools can create additional revenue streams for OEM's and service providers. If replacement parts are needed or a service call from the OEM or System Integrator is required, all EXOR systems powered by JMobile software easily allow seamless scheduling of a service call, automatically and can even be customized to email a part order request directly to a purchasing department or the supplier. EXOR's HMI platforms offer powerful local and remote reporting tools, permitting customizable notifications of PT data to be transmitted to all necessary users via their preferred method of communications. EXOR’s ability to communicate PT data quickly in realtime to anyone in a format they want, anywhere, all helps deliver enhanced end-user experiences and keeps a machine or process up and running. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!15 ENHANCING END-USER EXPERIENCES WHITE PAPER Section 5 Summary A major difference when comparing HMI systems’ capabilities involves Predictive Technology and if PT data is actionable in realtime from the HMI interface and remotely. If an HMI can not provide actionable Predictive Technology results in realtime, this information void allows for more breakdowns and other interruptions. Other HMI product differences involve the type of formats PT data is sent as well as how it is distributed using emails, tweets or texts. EXOR products empower users to personalize PT data that is received by certain end-users to get only pertinent, duty-needed HMI performance information. These types of “smart” HMI platforms provide users with the appropriate predictive and maintenance information to best solve pending issues while identifying and preventing future problems. HMI’s are made even more powerful if the PT data alarms and notifications provide immediate access to problem solving tools embedded in a notification. By pressing a hot-link embedded in an a message, users are connected immediately to a relevant PDF troubleshooting manual, OEM support website, a video or other problem solving information. Instant access to these tools viewed either from the HMI interface or remotely from a computer or smart device will help quickly solve problems. The ability to harvest specific realtime information and PT data alerts, then empower users with problem solving tools increases both user satisfaction and the end user experience. Section 6 CONFIGURABLE USER MANAGEMENT AND PERFORMANCE AUDITING TOOLS IMPROVES SECURITY AND OPERATIONAL EFFICIENCIES In today's world, security must be top-of-mind when selecting a new HMI system connected to any IT network. An HMI providing end users with multiple runtime-configurable security management tools such as the ability to regulate HMI access and actions, will result in enhanced security and improve the overall end-user experiences. These customizable security management tools, managed by the end user, give specific access to approved users and permits the creation of multiple security levels, allowing for the easy management of usernames and passwords, administered locally or remotely. Surprisingly, some OEM’s and system integrators choose inadequate HMI systems that do not easily offer the ability to the end customer to add, remove or edit their own users. These HMI manufacturers’ limitations make it difficult to track employee access and their actions and only offer “predefined” user access limited to operator, maintenance and OEM classifications with preset user names and passwords. These inflexible HMI platforms do not offer end users the ability to seamlessly manage and audit users or permit adding, removing, or editing individual system usernames and passwords. These types of HMI systems are quite restrictive for those organizations required to track operational performance or provide a certified audit trail. Even more limiting, some HMI platforms do not allow user management functions to occur during runtimes. These types of limiting HMI systems can ultimately jeopardize security because users are forced to share sign-in information. These systems limit the ability to audit the performance of specific operators, such as when a user is logged into a system and their specific actions. Still other HMI choices also fall short and do not offer the capabilities to incorporate external security monitoring information such as building access and alarm systems, security cameras, card scanners, or RFID data, directly into an HMI platform. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!16 ENHANCING END-USER EXPERIENCES WHITE PAPER The best HMI solutions offer end users the ability to easily manage every user and their specific actions while permitting managers to add, remove, or edit usernames and passwords, both locally on the HMI interface and remotely via any smart device or computer. Tracking and knowing which operators did what and when will allow managers to monitor and improve performance in realtime or via customized data reports. EXOR HMI’s powered by JMobile software together offer all the customization and scalability for user security management needs and auditing requirements. At the time of programming, system designers can develop multiple levels of secure user groups for any EXOR product while allowing the end user to seamlessly and securely manage and add their own user names, passwords and other security information anytime and from anywhere, securely. EXOR helps a variety of industries remain compliant with various reporting and auditing needs. If the end user is required to adhere to strict regulatory compliance, not all HMI systems may deliver a seamless, secure and easy- to-use reporting systems with the flexibility to meet in-depth regulatory auditing needs. Regulatory compliance for most applications can range from simple tracking of a couple of variables to intensive and secure audit trails for governmental compliance. An HMI system delivering great end-user experiences will offer the end user flexible data collection, historical archiving, and multiple delivery options of regulatory-compliant and performance information, all stored securely to satisfy most regulatory needs. All EXOR HMI solutions have the ability to record all logged-in users and the completion of their specified tasks, making HMI auditing easy. All new JMobile software powering EXOR HMI’s meet OPC UA standards, the industry security standard ensuring the secure flow of data to the HMI from each connected device. EXOR’s customizable security tools are a big step toward enhancing the end-user experience by allowing the easy production and storage of auditing and performance reports. The right HMI solution will offer all of these flexible audit reporting options without additional investments in programming costs or third-party software. All EXOR HMI products powered by JMobile software provide customizable security user management and auditing solutions without added costs. Section 6 Summary HMI systems are made more secure when they offer end-user configurable security tools. These tools enable managers to easily monitor HMI system users, limiting or allowing access, and possessing the ability to audit all operators’ or a system’s overall results. These customizable HMI’s also offer the ability to securely add, remove, or edit user names and passwords, both locally, on the HMI screen, and remotely, via any smart device such as a smartphone, tablet, or a computer. An HMI system should provide secure reporting and auditing tools that can handle most in-depth governmental or efficiency auditing needs. Knowing who did what and when will also allow end users to develop employee performance monitoring and metrics programs, ultimately increasing profits by tracking all employees’ results, then presenting a clear snapshot of what needs to be improved through various reports. Setting operational goals, monitoring each operator and measuring an operator’s performance will help managers improve performance and grow revenues. A strong HMI choice will offer runtime user security management and auditing tools that are easily configurable by the end user without additional costs or added software add-ons. HMI’s offering customizable security management tools help deliver a better HMI end-user experience and adds value to any HMI investment. These positive experiences are enhanced more if a system permits the easy integration of existing workplace security platforms like camera feeds, building alarm and RFID systems. All EXOR systems p o w e r e d b y n e w J M o b i l e software meet OPC UA security standards, delivering a new level of IT security. www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!17 ENHANCING END-USER EXPERIENCES WHITE PAPER www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!18 ENHANCING END-USER EXPERIENCES WHITE PAPER www.EXORAmerica.com HMI Solutions for a Better End-User Experience
!19 !19 ENHANCING END-USER EXPERIENCES WHITE PAPER Find out today how EXOR & JMobile together deliver exceptional HMI end-user experiences. CONTACT US TO SCHEDULE A NO-OBLIGATION, NO-PRESSURE PHONE CALL OR VIDEO CONFERENCE WITH ONE OF OUR HMI-PRODUCT SPECIALISTS TO HELP YOUR COMPANY DECIDE IF EXOR AND JMOBILE CAN IMPROVE YOUR ORGANIZATION’S HMI END-USER EXPERIENCES AND SYSTEM PERFORMANCE. (513) 874-0900 [email protected] If reading this online, click here to automatically schedule an appointment with one of our HMI product specialists. Or visit HMITestDrive.com for our appointment scheduler. www.EXORAmerica.com .EXORAmerica.com www HMI Solutions for a Better End-User Experience HMI Solutions for a Better End-User Experience
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