Fractional controls leadership · Retainer

Fractional Controls & Lifecycle Manager

Turnarounds, capital projects, and daily support stretch every automation team thin, and the vendor on the account isn't neutral. For a few weeks a quarter, you get an independent, vendor neutral manager who backs up your team on the DCS, PLC, SIS, and SCADA lifecycle: service agreements, obsolescence and spares, capital planning, and vendor oversight, without adding headcount.

The controls seat most plants leave empty

Service agreements quietly auto-renew. Obsolescence creeps in. Capital budgets get built from vendor quotes nobody checked. Most plants run too lean to carry an automation manager who owns all of that, and the vendor on the account has a sales agenda. A fractional manager fills the seat for a set block of days each month: someone who knows how these systems are scoped, priced, and serviced, because he spent 25+ years on the vendor side doing it.

Independent and vendor neutral. No product to push and no rip-and-replace pitch. My lane is scope, bill of materials, pricing, service programs, and project management, not the config and code, so my read on scope and price is unconflicted. Month to month, and every engagement begins with a mutual NDA.

What your fractional manager owns

Service & lifecycle agreements

Track vendor SLAs and coverage, benchmark cost, and prepare every renewal with leverage instead of letting it auto-renew.

Obsolescence, spares & installed base

A living register of your DCS, PLC, SIS, and SCADA assets, with end-of-life dates, firmware, and critical spares, and a roadmap kept current.

Capital planning & budget estimates

A 5-year automation capital plan with budget-quality estimates, so funding requests rest on independent numbers, not a vendor's first quote.

Owner's project management

Your representative on migrations and upgrades: scope, schedule, change orders, and vendor or EPC performance, from kickoff through FAT and SAT.

Turnaround controls scope

Plan the controls work for outages and turnarounds: scope, bill of materials, spares staging, and vendor resourcing, locked in early.

Quote, scope & change review

An independent read on vendor quotes, scopes, MOCs, and change orders before you sign.

Vendor performance scorecards

Track the KPIs you negotiated, year over year, so the value holds up long after the contract is signed.

Alarm performance

Monitor ISA-18.2 metrics, catch drift, and keep nuisance alarms down so operators see what matters.

Knowledge capture & succession

Document what your experienced techs know before they retire, and get new staff and contractors productive faster.

OT cyber-resilience

Periodic exposure checks and practical, mostly low-cost procedure and configuration fixes, coordinated with your IT team.

Add-on and project engagements

Add any of these to a retainer, or engage them on their own as a fixed-scope project.

Interim controls manager & hiring support

Cover a vacant or on-leave automation manager seat, then help you define the role, interview candidates, and choose the permanent hire.

Service agreement RFP management

Run a competitive bid between the OEM and qualified third-party service providers, from scope and bid package to evaluation and award.

Controls due diligence for acquisitions

For buyers of plants and midstream assets: installed-base condition, obsolescence liability, and inherited service contracts, in a fixed-fee report.

SIS lifecycle administration

Proof-test scheduling, bypass and override tracking, and safety documentation control, with formal functional safety assessments by a certified partner.

Integrator panel management

Prequalify integrators, maintain your approved list and rate cards, and bid-level their proposals so every project starts on fair terms.

Funding packages for water utilities

Budget-quality estimates and the written justification that state revolving fund and grant applications need for SCADA upgrades.

Audit & insurance readiness

Get instrumentation and safety system records ready for process safety audits and insurer risk surveys. Documentation work, not engineering.

Legacy spares sourcing

A plan for discontinued parts: secondary-market sources, refurbishment vendors, and last-time buys, tied to your obsolescence roadmap.

How it works

A manager, not a break-fix call. Problems caught early are cheap to fix, and contracts reviewed early are cheaper to renew. A fractional manager already knows your plant, your history, and your vendors, at a fraction of the cost of a full-time hire.

Independent, vendor neutral, quarter to quarter

Who it is for

Lean plants without an automation manager

Refining, LNG, petrochemical, specialty chemical, midstream, power, and water sites that carry DCS, PLC, SIS, and SCADA risk but have no one in-house who owns the lifecycle.

Overloaded controls teams

Your engineers are buried in projects and daily support. Contracts, obsolescence, and the capital plan still need an owner between projects.

Sites whose capital work goes to an EPC

The big project has a home. The day-to-day lifecycle, vendor contracts, and an independent check on scope and price still need one.

Multi-site and investor-owned operators

One consistent lifecycle and vendor program across several plants, without hiring a corporate automation lead.

Related: Service Agreements · Obsolescence & Reliability · Alarm Management · OT Cyber-Resilience

An extra set of hands, a few weeks a quarter

Start with a free scoping call. Right-sized to your site, quarter to quarter, no headcount to add.

Start with a scoping call →