04-03-2025

Why on-site observations are critical for refinery improvements

The Importance of On-Site Observations and Witnessing at Refineries. At Trindent, as refinery planning and economics consultants, we prioritize on-site observations and active engagement as a core part of our initial assessments. By directly observing operations, we gain invaluable insights into existing workflows, identify potential issues, and uncover opportunities for improvement. This hands-on approach helps us understand the real-time discrepancies between Standard Operating Procedures (SOPs) and actual practices.

A Key Discovery: Improving Crude Blending Efficiency
During a recent site visit to a client’s facility, we identified a critical issue: the over-utilization of diluent in the crude blending process, which was being used to meet pipeline viscosity requirements. After further investigation, we found that this was due to a non-ASTM compliant sampling location, methodology, and frequency.

Through our standardized audit and witnessing tools, we identified the need for a revised sampling program. This led to significant cost savings and a more efficient blending process.

Best Practices for Effective Site Visits
To ensure successful site visits and get the most value out of observations, we recommend the following best practices:

1. Engage and Observe: Take the time to ask questions and interact with frontline workers. Formulate relevant questions while being mindful of time constraints. This helps uncover valuable insights and allows us to validate information from reports.

2. Document Everything: Thoroughly document discussions, take photos or videos (with permission), and immediately summarize insights after the visit. Visual documentation is essential for data retention and serves as a powerful tool for identifying opportunities and implementing solutions.

Building Trust with On-Site Teams
As implementation consultants, establishing trust during field visits is crucial. We take the time to explain project objectives, emphasize collaboration, and address any concerns. Engaging operations personnel in the problem-solving process ensures they feel invested in the project, fostering continued dialogue beyond the site visit.

Conclusion
At Trindent, observation and witnessing are integral to the solutions we provide. By actively engaging with on-site teams, we help refineries optimize processes, reduce costs, and enhance sustainability—aligning perfectly with our client’s long-term goals for economic efficiency.

Without capital investment, we create actionable ways to sustainably increase refinery margins by 2-3%. Contact us for an initial assessment, to help solve your complex business issues. We are here to Make It Happen™.