From Static P&ID to Live Knowledge

Your P&ID already knows how the plant runs.
Now make it teach.

We turn your P&ID into a browser-based simulator. Operators run procedures, operate equipment, respond to alarms, and learn interlocks before working on the live plant.

Opens full screen in a new tab · no sign-up, no install
Designed for faster qualificationPractice procedure executionReduce live-equipment exposure
asphalt-terminal · truck-loading-bay-1 · PID-004 Live
FQI-201 TOTAL0 lb FIT-201 RATE0 lb/min PI-201A0 psi GROUND MONITORNOT MADE
TK-103 PG 70-22 · SOURCE 65% PVRV V-103O OUTLET SHUT V-201S SUCTION SHUT P-201A ROTARY GEAR · 500 GPM OFF PSV-201A · SET 125 PI 201A 0 psi V-201D DISCH SHUT CHECK TI 203 310 °F V-FE1 METER BLOCK SHUT FE ~ FE-201 CORIOLIS FCV-201 (AUTO) SHUT FIT 201 FIC 201 FQI 201 TOP-LOADING ARM STOWED ASPHALT TANKER 6,000 GAL · TARE ON SCALE GROUND OFF ▬▬▬ TRUCK SCALE WT-201 ▬▬▬ WIT 201 0 lb
1 / 11 Attach the GROUND clamp (grounding / overfill monitor). No ground = no loading, ever.
Built for operations at Terminals Refineries Chemical plants Tank farms
Our mission

To help people build the confidence and competence to do meaningful work and know that their contribution matters.

01 What changes

Same drawing. Completely
different asset.

The process stays the same. The drawing becomes responsive, so operators can learn by doing.

The static P&ID
  • A picture of the plant that can't react to a wrong move
  • Read the same way whether you understand it or not
  • Consequences of an error only show up on live equipment
  • Critical operating knowledge stays with a few experienced people
  • A drawing alone cannot show whether an operator can follow the sequence
The interactive Playbook
  • An interactive procedure model: operate equipment and see the training response
  • Wrong order trips an interlock or alarm, safely
  • Mistakes happen in the browser, never on live equipment
  • Proven operating practices transfer to every new operator
  • Step-gated procedures and knowledge checks reinforce understanding
02 Return on investment

Return training capacity
to operations.

Faster qualification reduces the time experienced operators spend coaching. Better procedure rehearsal can also reduce the frequency of avoidable operating events.

Representative first-year return
330%–600% ROI

In a representative terminal scenario, the combined value of released coaching capacity and fewer procedure-related events can repay the project investment within the first year.

2–3 mo
modeled reduction in time to independent qualification
832–1,248 hr
experienced-operator coaching capacity returned annually
C$108K–175K
illustrative annual operating benefit before project cost
Where it comes from

Simulator build

Operators rehearse procedures independently, reducing repeated coaching demands on experienced operators and supervisors.

Annual hosting & support

Your team avoids an internal rollout project while Process Playbook manages access, backups, security maintenance, updates, and minor fixes.

Task-based documents

Supporting documents reuse the validated operating knowledge captured for each P&ID task, reducing duplicate interviews, drafting, and alignment work.

Facilitated training

Remote or in-person sessions help teams adopt the simulator and apply the same operating sequence consistently.

Illustrative model built on representative operating assumptions — not formally measured results. No result is guaranteed.

+See the full model assumptionsHide the model assumptions

Illustrative model based on early client observations and representative operating assumptions, not formally measured results: eight operators trained per year; current qualification time of six months; modeled reduction to four-to-three months; 12 hours of experienced-operator coaching per trainee per week at C$100 per hour; four procedure-related events per year with a modeled 25%–50% reduction; and C$25,000 average impact per minor event. ROI is calculated against a representative first-year project investment. Actual results depend on the unit, procedures, workforce, event history, project scope, and training program. No result is guaranteed.

03 The deliverables

Custom-built for your process,
hosted for your team.

Send the P&ID and procedures. We model the training experience, build the simulator, and host it for your team.

How it works

01  Send us your P&ID

Share the drawing and procedures for the unit or task you want to train.

02  We custom-build it

We build the simulator using the P&ID symbols and tag conventions your team already uses, then add your interlocks, alarms, controls, and procedures.

03  We host it privately

Your team trains through a private, browser-based client area. Nothing to install or maintain.

+See the six optional add-onsHide optional add-ons
Optional add-ons

Facilitated training sessions

Remote or in-person sessions that guide operators through the simulator, procedures, alarms, interlocks, and knowledge checks.

Standard Operating Procedures

SOPs built from the valve, interlock, and operating sequence modeled in the simulator.

Field checklists

Printable, tag-referenced checklists for startup, shutdown, and operating rounds.

Work instructions

Task instructions tied to the same equipment tags used in the simulator.

Job Hazard Analyses

JHAs aligned with each step, energy source, permissive, and required control.

One source of truth

Simulator and document updates come from one controlled process model.

Facilitated training and documentation are optional add-ons, scoped and quoted separately from the simulator build.

04 Live demo

Try a real one: an asphalt terminal.

Run six operator tasks, including heater startup, boiler light-off, offloading, tank transfer, and truck loading.

processplaybook.ca · asphalt-terminal-operator-training

Tip: start on Task 1: Hot-Oil Heater (H-301), switch to Procedure mode, and click the valves and pump in sequence. For the full experience, use Open the Simulator at the top of the page.

05 FAQ

Questions, answered.

The ten things operations managers ask before a first build.

What exactly do you deliver? +
An interactive training simulator custom-built from your unit's P&ID, using the symbols and tag conventions your team already recognizes. It includes an operating panel, step-gated procedures, interlocks, alarms, and knowledge checks. We host it for you on the Process Playbook site behind a private login, so your operators simply open a link and train. One simulator per unit or task set.
How is it hosted and kept secure? +
Each client gets a password-protected area on the Process Playbook site, with access limited to that client's team. Because the simulator runs in the browser, there is nothing to install. Updates, backups, security maintenance, and minor fixes are managed centrally through the annual hosting and support service.
What do you need from me to start? +
Your P&ID for the target unit is enough to begin. Written procedures, operator interviews, and a walkthrough can then help us validate the operating sequence, alarms, interlocks, and field knowledge needed for the training build.
How long does a build take? +
Timing depends on the size of the unit, the number of operating tasks, and the information available for validation. After reviewing the target P&ID and training scope, we provide a defined schedule with the proposal.
What does it cost? +
Each simulator is scoped around the target unit, operating tasks, and validation effort. The proposal separates the simulator build, annual hosting and support, and any optional training or documentation add-ons. There are no per-seat licenses. Many clients can begin with one well-defined task as a pilot.
+Show five more questionsShow fewer questions
Do you provide facilitated training? +
Yes. Remote or in-person facilitated sessions are available as a separately scoped add-on. We can guide operators through the simulator, reinforce the operating sequence, and work through alarms, interlocks, and knowledge checks with the group.
Can you also produce our SOPs, checklists, and JHAs? +
Yes, as an optional add-on. We can develop matching SOPs, field checklists, work instructions, and Job Hazard Analyses using the same validated operating knowledge captured for the simulator. The documentation scope follows the tasks identified from the P&ID and is quoted separately.
How are my P&IDs and procedures handled? +
As confidential engineering documents. Your drawings and procedures are used only to build your simulator, never shared with or reused for other clients, and we're happy to sign your NDA before you send anything.
Does it need special software or VR? +
No. It runs in any modern browser on a normal computer or tablet. No installs, no licenses, no VR headsets, no IT rollout project. Operators can train on shift or from home.
Is it a replacement for a full DCS simulator? +
No. It is a focused, procedure-level training aid for building familiarity with equipment, operating sequences, alarms, and interlocks. It is not a high-fidelity dynamic process model or a formal competency-assessment system. It can complement a DCS/OTS simulator or provide a narrower training option for onboarding and refreshers.
06 Book a meeting

Let’s talk about the process
you want to train.

Choose a time that works for you using my live Microsoft Bookings calendar.

A 30-minute scoping call.

We can review the target unit, the procedures involved, and what a practical simulator scope could look like. No preparation needed — bring the unit you have in mind.

Microsoft Bookings Book a Meeting
View available times