ISO 22549-2:2020

INTERNATIONAL ISO
STANDARD 22549-2
First edition
2020-10
Automation systems and
integration — Assessment on
convergence of informatization
and industrialization for industrial
enterprises —
Part 2:
Maturity model and evaluation
methodology
Systèmes d'automatisation et d'intégration — Évaluation de la
convergence de l'informatisation et de l’industrialisation pour les
entreprises industrielles —
Partie 2: Modèle de maturité et méthodologie d'évaluation
Reference number
©
ISO 2020
© ISO 2020
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ii © ISO 2020 – All rights reserved

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Abbreviated terms . 2
5 Maturity model . 2
6 Principles of evaluation questionnaires for ACII reference model components .3
6.1 General . 3
6.2 Activity of ACII reference model component for evaluation . 5
6.2.1 Infrastructure aspect assessment . 5
6.2.2 Domain application aspect assessment . 6
6.2.3 Comprehensive integration aspect assessment .11
6.2.4 Collaborative integration aspect assessment .12
7 Guidance for maturity evaluation method .12
Annex A (informative) Examples of evaluation questionnaires for ACII reference model
components .16
Bibliography .43
Foreword
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iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 184, Automation systems and integration,
Subcommittee SC 05, Interoperability, integration, and architectures for enterprise systems and
automation applications.
A list of all parts in the ISO 22549 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
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iv © ISO 2020 – All rights reserved

Introduction
Convergence of informatization and industrialization (CII) refers to a process that integrates information
technology into industrial production. The purpose of convergence is to improve productivity and
resource allocation by digital transformation.
This improvement consists of:
— increasing the integration of production and resource allocation (internally and with each other);
— making production and resource allocation more dynamic and responsive to external changes;
— optimizing production and resource allocation.
The purposes of this document include is to provide industrial enterprises guidance for:
— assessing the current situation of CII
— finding weakness within the CII
— identifying ways to improve CII
The intended users of this document can be grouped into the following categories:
— independent third-party, e.g. a consulting company or government department, that assesses the
maturity of CII;
— organization in charge of production management department, quality management department,
inventory management department, etc., which sponsors an assessment of itself or a subordinate
organization;
— any other enterprises who have interest in digital transformation.
INTERNATIONAL STANDARD ISO 22549-2:2020(E)
Automation systems and integration — Assessment on
convergence of informatization and industrialization for
industrial enterprises —
Part 2:
Maturity model and evaluation methodology
1 Scope
This document defines the maturity model and the evaluation methodology on convergence of
informatization and industrialization in industrial enterprises. The scope of this document includes the
following:
— maturity model definition;
— principles of evaluation questionnaires; and
— guidance for a maturity evaluation method.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 22549-1, Automation systems and integration — Assessment on convergence of informatization and
industrialization for industrial enterprises — Part 1: Framework and reference model
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 22549-1 and the following apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
maturity model
set of information that indicate the maturity of CII, its descriptive name and characteristics
3.2
maturity level indicator
maturity level
identified extent of measured effect within the maturity model (3.1)
Note 1 to entry: The extent of measured effect is divided into segments, referred to as levels, of increasing
competence to achieve enterprise objectives.
3.3
evaluation questionnaire
list of questions used to evaluate and determine the maturity level (3.2)
3.4
maturity evaluation
method for determining the maturity level (3.2) of an industrial enterprise using responses to the
evaluation questionnaire (3.3)
4 Abbreviated terms
ACII assessment on convergence of informatization and industrialization
BOM bill of material
CAD computer aided design
E-BOM engineering BOM
ECO engineering change order
EHS environment, safety and health
ERP enterprise resource planning
IT information technology
M-BOM manufacturing BOM
MES manufacturing execution system
PLM product lifecycle management
SPC statistical process control
WIP work in process
5 Maturity model
The maturity model consists of maturity levels where each level consists of a maturity level indicator,
descriptive name, and characteristics relevant to the desired assessment information as shown in
Table 1. These characteristics guide to create questions to evaluate maturity levels, which are given in
Annex as examples.
Table 1 — Maturity model definition
Maturity level Descriptive name Characteristics
indicator
Level 0 Unidentified Little or no systematic documentation available
Level 1 Identified Tracking and traceability of materials, data and etc.
Registration and management of data using information collec-
tion devices and systems
Level 2 Measured Real time data acquisition of materials, machinery, process and
human roles, and data integration
Measurement, aggregation, classification and management of
data using information collection devices and systems
Synchronous history of data for the same time, same lot and
same product
Level 3 Analysed Data analysis based on aggregated data for support of deci-
sion making
2 © ISO 2020 – All rights reserved

Table 1 (continued)
Maturity level Descriptive name Characteristics
indicator
Level 4 Optimized Optimized automation of processes throughout the intra-enter-
prise and/or the inter-enterprises
Level 5 Autonomous Self-diagnosis and self-healing through cyber-physical system
(CPS), Internet of Things (IoT), artificial intelligence (AI), etc.
Flexible production of customized products through autono-
mous control
NOTE Because maturity level 0 is the same for every questionnaire table, level 0 is not included in the
separate tables.
Each maturity level is inclusive of the lower maturity levels (see Figure 1), such that the higher maturity
level also includes all the characteristics of the lower levels.
Figure 1 — Maturity level (inclusive)
Assessment of maturity level is done by evaluating assessment on convergence of informatization and
industrialization (ACII) reference model components based on the answers to the evaluation questions.
6 Principles of evaluation questionnaires for ACII reference model components
6.1 General
Figure 2 presents assessment reference model defined in ISO 22549-1. Four aspects are grouped by the
blue-dotted line which twenty-four subordinate components to four aspects are grouped by the red-
dotted line.
Key
aspect
component
informational object
Figure 2 — Assessment reference model (aspect and its subordinate component)
In general, each ACII reference model component consists of one or more activities, for example, product
design requires commodity planning, design automation, bill of material (BOM)/Parts management,
engineering change management, etc.
For ACII, each ACII reference model component has to be evaluated in the level of its activities, and each
activity has a set of questions to answer for each maturity level. Question answers shall be “YES” or “NO.”
Evaluation of maturity level using questionnaires is well-known and a common way, since it is easy to
make answers to the given questions and evaluate the maturity level based on the answers.
Table 2 shows the structure of questions for evaluation.
Table 2 — Structure of question for maturity evaluation
Activity Question Maturity level indicator
Activity name 1 Questions for maturity level 1. 1
Questions for maturity level 2. 2
Questions for maturity level 3. 3
Questions for maturity level 4. 4
Questions for maturity level 5. 5
4 © ISO 2020 – All rights reserved

ISO 2254
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