The IT/OT Insider Podcast with David and Willem
We went a bit further than usual to talk to Bob van de Kuilen [https://www.linkedin.com/in/bob-van-de-kuilen-a531403/], because New Zealand is roughly the outer edge of what our time zones will allow đ Bob is the CEO and co-founder of Thred [https://www.thredcloud.com/], and before that he spent twenty-five years in continuous improvement consulting: walking into manufacturing businesses, watching them fumble to measure themselves properly, and slowly realising that the real obstacle was never the sensor. It was context. Or rather, the almost total absence of it once you got past a folder structure. Thatâs the conversation we wanted to have: not âwhat is a knowledge graphâ as a product pitch, but what ontology actually means once youâre standing in a plant, and why the word has suddenly gone from academic curiosity to something everyone in industrial data seems to be talking about. Before we startâŠOur next IT/OT Academy kicks off September 18 with an updated program [https://itotinsider.substack.com/p/100-students-in-and-were-updating]. đ Join the [https://itot.academy]ITOT.Academy [https://itot.academy] (new cohort in [https://itot.academy]September [https://itot.academy]) â [https://itot.academy] And⊠have you already pre-ordered our IT/OT Handbook? If so, donât forget to register to receive your exclusive bonuses. đ Pre-order the [https://itotbook.com/]IT/OT Handbook now [https://itotbook.com/] (+ claim the bonuses!) â [https://itotbook.com/] What do we even mean by âontologyâ here? Itâs a word that gets thrown around with a lot of confidence and not much shared understanding. Strip away the philosophy department connotations and, in an industrial context, an ontology is simply this: a formal way of saying how things relate to each other, and what those relationships mean. Most plants already have something that looks like an ontology. Itâs usually a tag hierarchy â Enterprise, Site, Area, Line, Unit, tag â built in a historian or an asset framework. Every data point gets an address. Itâs genuinely useful. It gives you navigation, rollups, and consistent templating, and itâs why an engineer can find âL15.B1.T01A.PVâ without knowing offhand that itâs a temperature sensor in the baking oven. But a hierarchy only knows one kind of relationship: parent and child. As Bob put it, thatâs a bit like trying to understand who someone is purely by knowing who their parents are. It tells you where something sits. It tells you nothing about how it behaves, what it depends on, or what breaks when it fails. Most plants arenât trees. A heat exchanger might serve three separate production lines that live in three different branches of your hierarchy. Your CIP (Cleaning In Place) circuit touches equipment across departments that, organisationally, have nothing to do with each other. A batch recipe routes material through a sequence of physical units that changes depending on which product is running that week. None of that fits neatly into a parent-child box, so it gets smuggled in through naming conventions, duplicate tags, or someoneâs memory. Which is fine, until that someone retires. A knowledge graph doesnât replace the hierarchy. It sits alongside it and does the thing hierarchies were never built to do: it treats relationships as first-class citizens. A tank isnât just part of Line 3. It also feeds a reactor, is cleaned by a specific CIP circuit, and shares a utility header with the tank next door. The hierarchy is still in there. Itâs just one relationship type among many, instead of the only one the model can express. That distinction is the whole ballgame, because itâs the difference between a model you can browse and a model you can actually interrogate. Thanks for reading The IT/OT Insider! Subscribe for free to receive new posts, podcasts and support our work. Modelled or discovered? Do you model your ontology up front, or let it emerge through use? Bobâs answer: both, but start with the pain. Some knowledge genuinely lives in documentation: PLC ladder logic, P&IDs, engineering drawings. Thatâs knowledge you can extract and formalise. But a large chunk of what actually explains a factory only surfaces when someone starts asking âwhy does this keep happeningâ and nobody has a clean answer. Thatâs discovered knowledge: hypotheses tested against evidence until they become known relationships in the graph. What Bob pushed back hard on is the instinct to solve this with a grand, prescriptive modelling project (what he calls âboiling the oceanâ). Build the perfect ontology, wait three years, then start finding value. Heâs not dismissive of standards like ISA-95 (nobody sensible is), but heâs sceptical of treating them as a ceiling rather than a floor. His rule of thumb: clients buy painkillers, not multivitamins. You start where the pain is, and you let the ontology grow from there. This is also, not coincidentally, exactly the pilot-purgatory trap we keep drawing on whiteboards in workshops. Teams take a shiny new tool for a spin without first doing the unglamorous work of defining why â and then canât explain, two years later, what any of it was worth. Democratising context, not just data We spent the last five years in this industry talking about democratising data â self-service dashboards, citizen data science, all of it. Bobâs argument is that we solved the wrong problem. Access to raw tags was never really the bottleneck. Understanding what those tags mean in relation to each other is (to be honest: our take on this in our book [https://itotbook.com/] is that there are two bottlenecks, the first one is getting to the data and the second one is contextualizing it). His frustration, and itâs a fair one, is that ontology work usually gets handed to a small group of data scientists who then tell the rest of the organisation what their own plant means. That inverts who actually holds the knowledge. The fitter whoâs been fighting the same recurring fault for three years, the operator who instinctively knows which alarm is real and which is noise. The tooling challenge, as Bob frames it, is building something that lets that knowledge get captured and validated where itâs created, rather than requiring it to be extracted, translated, and handed back down. Doesnât that just mean chaos with extra steps? David raised the obvious objection: if you let people draw relationships freely, arenât you just recreating the âeveryone has their own Excel version of the truthâ problem, except now itâs graphs instead of spreadsheets? Itâs a fair worry, and Bob didnât wave it away. His answer is that freedom to explore relationships and rigour about which ones survive arenât the same thing. Hypotheses get tested against evidence before they become part of the trusted model. The point isnât âanything goes.â Itâs that the alternative (the central team pre-defining every permissible relationship) guarantees youâll miss the real, multi-causal reality of how failures actually happen on a shop floor. Nail it, then scale it Which brings us to the line that gave this episode its title: a really a cooperation point dressed up as a technology one. The debate over whether IT or OT should âownâ the ontology is, in Bobâs view, the wrong debate entirely. Neither should. The organisations getting this right are the ones where a business problem sits in the room first, and IT and OT show up to solve it together. We couldnât agree more and thatâs why in our book [https://itotbook.com/], we have devoted the entire Part II to cooperation! Or as Bob says it: âI love that part of your book in terms of framing how people try and organise OT and IT. Itâs very, very useful. [..] Pattern 7 is probably the best that we have so far.â The pattern he sees working, repeatedly: pick a real pain point, solve it small, quantify it, celebrate it loudly, then scale. The pattern he sees failing, just as repeatedly: a large central team spending years building a comprehensive model with no wins on the board (at which point the blame game starts, because nobody can point to what any of it delivered). Success has many fathers. Failure is an orphan. Bob didnât invent that line, but itâs hard to find a better one-sentence summary of why nailing something small, visibly, beats modelling something vast, invisibly. Stay Tuned for More! đ Join the [https://itot.academy]ITOT.Academy [https://itot.academy] (new cohort in September) â [https://itot.academy]đ Pre-order the [https://itotbook.com/]IT/OT Handbook [https://itotbook.com/] (+ claim the bonuses!) â [https://itotbook.com/] Subscribe to our podcast and blog to stay updated on the latest trends in Industrial Data, AI, and IT/OT convergence. đ See you in the next episode! Youtube: https://www.youtube.com/@TheITOTInsider [https://www.youtube.com/@TheITOTInsider] Apple Podcasts: Spotify Podcasts: Disclaimer: The views and opinions expressed in this interview are those of the interviewee and do not necessarily reflect the official policy or position of The IT/OT Insider. This content is provided for informational purposes only and should not be seen as an endorsement by The IT/OT Insider of any products, services, or strategies discussed. We encourage our readers and listeners to consider the information presented and make their own informed decisions. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit itotinsider.substack.com [https://itotinsider.substack.com?utm_medium=podcast&utm_campaign=CTA_1]
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