Vinsys

automation project management specialist course

Learn from 1,000+ industry-experienced subject matter experts who provide real-world insights tailored to automation project management.

Gain an ISA-certified badge, adding global credibility to your project management expertise.

Enhance your skills with practical exercises and simulations, ensuring a deep understanding of automation project complexities.

Receive tailored corporate training, ensuring the course meets specific industry needs and enhances team productivity.

Overview Learning Objectives Who Should Attend Prerequisite Outline Certification

COURSE OVERVIEW

The ISA Automation Project Management (APM) Specialist Certificate program has been developed to enable the holders to have the required skills to meet the demands of automation and process control projects. Developed by leading automation project managers from around the world, this course offers practical, real-world lessons that participants can immediately apply in their work.

The course addresses the issues related to the interaction of multiple engineering disciplines such as software, computer systems, and networks along with instrumentation. It also encompasses issues like handling of user demand derived from non-automation disciplines, integration of various demands from the business, safety and environmental aspects and dealing with consequences of delay in other areas that affect automation. Participants will also learn how to deal with new technologies and limitations associated with technologies appropriately.

The course is designed especially for project managers who would like to gain insight on how automation projects should be implemented and for the automation professional who wish to strengthen their competencies in project management. The program is available in three formats: Classroom (MT01), Virtual Classroom (MT01V) and Self-Paced Modular (MT01M).

COURSE OBJECTIVES

This course aims to empower participants with the essential skills required to tackle the unique challenges of automation project management.

Understand the integration of multiple engineering disciplines, including software, computer systems, networks, and instrumentation.
Manage dependencies on user requirements from various disciplines beyond automation.
Incorporate requirements from business, safety, and environmental domains effectively into automation projects.
Mitigate delays and manage their impacts on automation-related tasks.
Adapt to new technologies and overcome technology constraints in automation projects.

TARGET AUDIENCE

The ISA Automation Project Management Specialist Certificate program is designed for:

Project Managers who need to understand and manage the complexities of automation and process control projects effectively.
Automation Professionals looking to gain fundamental project management skills to enhance their ability to execute automation projects.
Engineers involved in automation, instrumentation, software, or control systems who want to understand project management principles.
Technical Leads responsible for the integration of various engineering disciplines within automation projects.
Business Analysts and Consultants working in industries related to automation and interested in expanding their project management expertise.

ELIGIBILITY CRITERIA

There are no specific prerequisites or eligibility criteria for enrolling in the ISA Automation Project Management Specialist Certificate program.

Course Outline

General Project Management

Introduction to Projects
- Definition
Project Basic Concepts
- Lifecycle
- Project phases
- Evaluating project success
- Areas of project management
- Level of formality
Areas of Project Management
- Integration
- Scope management
- Time management
- Cost management
- Quality management
- Resource management
- Communications
- Risk management
- Procurement
- Stakeholder management
Project Phases
- Feasibility
- Conceptual engineering
- Preliminary engineering
- Basic engineering
- Detail engineering
- Execution
- Commissioning/testing
- Start-up
- Closeout

Automation Project Management

Introduction to Automation Projects
- Projects vs. automation projects
- Major components
- Project types
Justification
- Labor reduction
- Capacity
- Reduced cost/tighter control
- Reliability
- Obsolescence
- Flexibility/expandability
- Justification requirements
Scoping and Defining
- Foundation
- Automation goals
- Define areas of responsibility
- Reporting interfaces
- Define input/output (IO)
- Control strategy/automation level
- Evaluate risk
Estimating and Feasibility
- IO per point
- Using previous experience
- Analogous projects
- Incremental estimate
- Evaluating feasibility
Execution Basics
- Resetting foundation
- Evaluating project success
- Schedule/key dates
- Scope/responsibility
- Budget/spend constraints
- Communication channels
- Finalizing team members/resources
- IO counts
- Deliverables
- Key documents
- Third-party interfaces
- Control strategy
- Installation constraints
- Change orders
- Contracts
Roles and Responsibilities
- Project manager
- Document coordination
- Instrument engineer
- Electrical engineer
- Control hardware designer
- Control network designer
- Control configurators
- Battle of the box
Design Approaches for Major Tasks
- Gantt charts
- Tag list/database
- Instrument sizing/selection
- Fire and gas studies
- Electrical design
- Hardware design
- IT control infrastructure
- Heavy electrical design
- Safety instrumented systems
Software Configuration Methodology
- User requirements/functional specifications
- Software overarch design
- Basic control modules
- Equipment modules
- Control sequences
- Batch design
- Simulation
- Factory acceptance test
- Commissioning/start-up
- Training
- Lessons learned

ABOUT THE CERTIFICATION & EXAMINATION

CERTIFICATION

The ISA Automation Project Management Specialist Certification is awarded to participants who successfully complete the Automation Project Management course. This certification establishes the professional’s competence in handling complex and specific tasks of automation and process control projects, such as engineering disciplines integration, managing dependencies from other fields, and technology issues. It means that the holder has obtained sufficient project management knowledge that is relevant to automation settings, which improves his/her professional standing and competency in delivering automation projects.

EXAMINATION

Type: MCQs

Areas Covered: Project phases, automation project management, project scoping/ defining, estimating the feasibility of the project, basic facts of project execution, roles and responsibilities in the project, design strategies, and software configuration management methodology.

Note: Participants must demonstrate a comprehensive understanding of automation project management concepts to successfully complete the examination.

Choose Your Preferred Mode

ONLINE TRAINING

Access course content at any time, making it convenient for participants to learn at their own pace.
Engage in interactive sessions led by industry experts in real-time for deeper understanding.
Revisit recorded sessions for reinforcement and to ensure full comprehension of key concepts.
Utilizes digital tools such as quizzes, simulations, and exercises to enhance understanding.

CORPORATE TRAINING

Focuses on the skills and knowledge directly applicable to the organization, increasing efficiency and productivity.
Tailored content to align with specific organizational needs and industry requirements.
Fosters collaboration and consistent knowledge-sharing among team members.
Industry-experienced instructors deliver training that is highly relevant to the corporate environment.

FAQ’s

Why should I Vinsys for the ISA Automation Project Management Specialist course?

Vinsys offers a comprehensive learning experience led by industry experts, flexible training formats (classroom, virtual, self-paced), and real-world case studies that cater specifically to the challenges of automation project management, ensuring participants gain valuable, applicable skills.

What is the ISA Automation Project Management Specialist Certificate program?

This program is designed to equip professionals with the skills required to manage automation and process control projects, focusing on integrating engineering disciplines, managing dependencies, and handling new technologies effectively.

Who should take this course?

The course is ideal for project managers, automation professionals, engineers, and technical leads who want to enhance their knowledge of automation project management.

What are the learning outcomes of this course?

Participants will learn how to manage automation projects effectively, integrate multidisciplinary engineering components, and handle project phases from conceptualization to execution and closeout.

What are the key topics covered in the course?

The course covers project management basics, automation-specific challenges, scoping, defining, feasibility assessment, execution strategies, roles and responsibilities, and software configuration methodologies.

How is automation project management different from general project management?

Automation project management involves integrating various engineering disciplines, managing automation-specific challenges, such as IO definitions and control strategies, and ensuring compatibility across multiple systems, making it more complex than general project management.

What formats are available for this course?

The course is offered in three formats: Classroom (MT01), Virtual Classroom (MT01V), and Self-Paced Modular (MT01M), allowing participants to choose based on their preferences and availability.

How can the skills gained from this course be applied?

The skills gained from this course can be applied to managing automation projects, integrating systems, improving efficiency, reducing project risks, and ensuring successful implementation of automation solutions across industries.

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Reviews

I could apply the lessons learned in the ISA Automation Project Management Specialist course to my work the moment I got back to the workplace. I found the contents were well-organized, and the actual case studies gave more understanding to the issues of automation.

Murtaza Mustrafa

I appreciated a possibility to choose whether I want to attend classes in person or participate in an online class. This was not only about the general principles of project management, but it also highlighted issues relevant to automation – so it was good experience.

Peter Jonas

In my opinion, this course is very suitable for any automation engineer. The approaches to the integration of multiple engineering disciplines and the focus on risk management have added to useful skills in managing automation projects.

Shahid Durrani

The course was designed to address the requirements of my organization, and my team acquired useful information for addressing complicated automation initiatives, which enhanced our operations.

Rony Richard

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