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The Complete Guide to IT/OT Convergence

Why IT and OT teams struggle to collaborate, the real barriers to convergence, and practical strategies for bridging the divide without compromising operational integrity.

Kalpana KrishnamurthiJanuary 11, 20267 min read
The Complete Guide to IT/OT Convergence

IT/OT convergence has been a buzzword for over a decade, yet most organizations still struggle to make it work. Despite billions invested in digital transformation initiatives, the divide between Information Technology and Operational Technology teams remains one of the most persistent challenges in industrial organizations.

In this guide, we'll explore why convergence is so difficult, what successful organizations do differently, and how modern approaches are finally making true collaboration possible.

Understanding the Divide

Before we can bridge the gap, we need to understand why it exists.

Different Priorities

IT Teams Focus On:

  • Data security and compliance
  • System standardization
  • Cost optimization
  • Rapid innovation cycles
  • Enterprise-wide visibility

OT Teams Focus On:

  • Safety and reliability
  • Process continuity
  • Equipment longevity (20+ year lifecycles)
  • Real-time determinism
  • Production output

These aren't just different priorities—they can actively conflict. IT's desire to standardize on modern platforms clashes with OT's 15-year-old-but-perfectly-functioning PLCs. IT's security policies can break real-time control loops. OT's air-gapped networks prevent the visibility IT needs.

Different Languages

The terminology barrier is real:

| IT Term | OT Equivalent | |---------|---------------| | Server | Controller/PLC | | Database | Historian | | API | OPC-UA/MQTT | | Downtime | Unplanned outage | | Patch Tuesday | Production stoppage |

When teams can't communicate effectively, collaboration suffers.

Different Risk Tolerances

This is the fundamental issue. In IT, if a system goes down, you lose productivity. In OT, if a system goes down incorrectly, you might lose a facility—or worse, lives.

OT engineers have seen what happens when IT principles are blindly applied to operational systems:

  • Automatic updates that brick controllers
  • Security scans that crash SCADA systems
  • Network changes that introduce latency into control loops

This history creates justified skepticism about any IT-driven initiative.

Why Previous Approaches Failed

The Data Lake Dream

The most common convergence approach: "Let's centralize all OT data in a cloud data lake where IT can analyze it."

Why it fails:

  • OT teams resist sending production data off-premises
  • Data movement creates latency, breaking real-time use cases
  • Governance becomes a nightmare with duplicated data
  • The project takes years and costs millions
  • By the time it's done, requirements have changed

The "Rip and Replace" Fantasy

"Let's standardize on a single platform across IT and OT."

Why it fails:

  • OT equipment has 20+ year lifecycles
  • Replacing working systems introduces risk
  • The cost is prohibitive
  • There's no single platform that does everything well

The Middleware Maze

"Let's build integration layers between every system."

Why it fails:

  • Point-to-point integrations don't scale
  • Maintenance burden grows exponentially
  • Each integration is a potential failure point
  • Context gets lost in translation

What Works: The Modern Approach

Successful convergence doesn't require choosing between IT and OT priorities. It requires approaches that respect both.

Principle 1: Data Sovereignty

The most successful convergence initiatives start with a simple premise: OT data stays in OT.

This doesn't mean IT can't access it—it means the data doesn't move. Query it in place. Analyze it in place. Build dashboards that pull from source systems in real-time.

This addresses OT's core concerns:

  • ✅ No data leaving secure OT networks
  • ✅ No impact on production systems
  • ✅ OT maintains control over their systems
  • ✅ No new infrastructure in OT environments

Principle 2: Read-Only Access

The second principle: IT gets read-only access to OT data.

IT doesn't need to write to historians or modify SCADA configurations. They need visibility. By making the access explicitly read-only:

  • Security concerns are minimized
  • There's no risk of IT changes affecting production
  • Audit trails are simple
  • OT approval is easier to obtain

Principle 3: Semantic Translation

Instead of forcing OT to adopt IT naming conventions (or vice versa), create a semantic layer that translates between them.

IT View: /enterprise/chicago/production/line-1/temperature
              ↕
         [Semantic Layer]
              ↕
OT Reality: PI:CHIC_PROD_L1_T101.PV

Both teams use their familiar conventions. The translation happens transparently.

Principle 4: Incremental Value

Don't try to boil the ocean. Start with one high-value use case:

  • Cross-site production comparison
  • Quality investigation acceleration
  • Maintenance correlation analysis

Deliver value in weeks, not years. Build trust through results. Expand scope based on success.

A Practical Convergence Framework

Here's a framework that works:

Phase 1: Discovery (Weeks 1-4)

Goals:

  • Identify 2-3 high-value use cases where IT needs OT data
  • Map the source systems involved
  • Document current pain points and workarounds
  • Get OT stakeholder buy-in on read-only access

Deliverable: Use case documentation with defined success metrics

Phase 2: Connection (Weeks 5-8)

Goals:

  • Deploy read-only connectors to source systems
  • Establish secure access paths (jump hosts, DMZs as needed)
  • Verify data accessibility without production impact
  • Document the semantic mapping requirements

Deliverable: Connected systems with verified data access

Phase 3: Contextualization (Weeks 9-12)

Goals:

  • Build the semantic model mapping OT tags to business context
  • Validate mappings with OT subject matter experts
  • Create the unified view IT teams will consume
  • Test query performance and accuracy

Deliverable: Working semantic layer with validated mappings

Phase 4: Enablement (Weeks 13-16)

Goals:

  • Deploy user interfaces (dashboards, query tools)
  • Train IT analysts on accessing OT data
  • Establish governance processes
  • Measure against success metrics

Deliverable: Production system with measured business value

Phase 5: Expansion (Ongoing)

Goals:

  • Add additional data sources
  • Expand to new use cases
  • Refine semantic model based on usage
  • Scale to additional sites

Deliverable: Continuous improvement roadmap

Measuring Success

How do you know convergence is working? Track these metrics:

Efficiency Metrics

  • Time to answer cross-system questions
  • Number of manual data requests eliminated
  • Engineering hours recovered

Collaboration Metrics

  • Joint IT/OT project success rate
  • Cross-team meeting frequency
  • Shared dashboard usage

Business Metrics

  • Downtime reduction from faster root cause analysis
  • Quality improvement from better visibility
  • Cost avoidance from infrastructure consolidation

Common Pitfalls to Avoid

Pitfall 1: Starting with Technology

Don't lead with "we're implementing [tool X]." Lead with the business problem you're solving. Technology is a means, not an end.

Pitfall 2: Ignoring Change Management

Technical integration is the easy part. Getting IT and OT teams to collaborate effectively requires deliberate change management. Invest in joint workshops, shared objectives, and collaborative problem-solving.

Pitfall 3: Underestimating OT Complexity

IT teams often underestimate how complex OT environments are. There's a reason those systems have 20-year lifecycles—they're deeply embedded in operational processes. Respect that complexity.

Pitfall 4: Over-Engineering the Solution

Start simple. A working solution that covers 80% of use cases is infinitely more valuable than a perfect solution that's still in development.

The Path Forward

IT/OT convergence doesn't have to be a multi-year, multi-million-dollar initiative. With the right approach—data sovereignty, read-only access, semantic translation, and incremental delivery—organizations can achieve meaningful convergence in months.

The key insight is that convergence isn't about merging IT and OT into a single team or platform. It's about enabling collaboration while respecting the different priorities and constraints of each domain.


Ready to bridge the IT/OT divide in your organization? Request a demo to see how Conduit enables convergence without compromise.

Want to learn more about how Conduit can transform your industrial data landscape?

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