The Iai Lavi Project – the Dream and Downfall
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PART II A WORLD OF COMPLEX PROJECTS – THEN AND NOW 2.1 THE IAI LAVI PROJECT – THE DREAM AND DOWNFALL An interview with Prof. Ovadia Harari of Blessed Memory During the second half of the 1970s, the Israeli Air Force had had four main types of attack aircraft: two single-engine fighters, the Skyhawk and the Delta; the Shachak, Nesher, and Kfir models; the two-engine Phantom; and their leading model, the two-engine F15. Around that time, the Air Force began to see the need to replace the Skyhawks and the Deltas with a more advanced, single-engine aircraft. Israel Aerospace Industries, the company in charge of producing the Nesher and Kfir models, understood that the day when these types of aircraft would no longer be in demand was not far off and was preparing to face the task of developing a new fighter plane. These preparations were not being made in response to a specific request made by a client. The discourse concerning the need for a new aircraft never went beyond the spontaneous, informal expression of ideas and standpoints between high-ranking Air Force officers. Naturally, these officers maintained continuous contact with IAI,and so, inevitably, word traveled. In other words, because the Air Force had not presented any formal request or demand for the production of such an aircraft, it was impossible to tell what sort of performance it was required to deliver. Moreover, whether the need would even be realized remained unclear. For instance, the Israeli government might Managing and Engineering Complex Technological Systems, First Edition. Avigdor Zonnenshain and Shuki Stauber. © 2015 John Wiley & Sons, Inc. Published 2015 by John Wiley & Sons, Inc. 36 THE IAI LAVI PROJECT – THE DREAM AND DOWNFALL not have approved an order for a new plane, be it from an Israeli manufacturer or a foreign one. 2.1.1 THE FEASIBILITY STUDY Despite the uncertainty, IAI was prepared to take a calculated risk. The company wanted to be ready for the (in its estimate, fairly likely) scenario where a demand for the development and production of a new aircraft would indeed be made. At the same time, it wanted to prove that it was capable of accomplishing such a task. So, the management of IAI decided to perform a feasibility study of the new aircraft’s design and production. The task of performing the study was placed on the Department of Preliminary Planning, a part of the Engineering Division. In the words of Ovadia Harari, who then headed the department, its job was “to sprout new ideas and examine solutions without there being anyone to place an order for the product.” But how can one provide solutions, if one does not know the problems? Harari: “We defined the needs ourselves. We prepared a requirements document based on two main sources of information: first, we held discussions with Air Force officers. This allowed us to assess their needs in relation to the new aircraft. Second, we, as a professional department, were familiar with the capabilities of the aircrafts that existed at the time. We knew the performance they could deliver, and which tech- nological elements we would need to use to improve on that performance. We reverse engineered existing aircraft models (reverse engineering is taking an existing product apart to study its inner workings and to figure out how to make similar products –the authors).” A feasibility study is not a carefully planned, well-organized process, because there is no client to define the needs and requirements. There is therefore no strict timetable and essentially no budget constraints. The role of “client” was filled by the IAI management, whose only demand was that the department estimate what the potential user might want. When a client is present, this task naturally falls under the responsibility of his people. Had this been the case, the Air Force project manager would have prepared a base document and distributed it among the relevant officers within the Air Force. Each relevant position holder would then have expressed his opinion on the mat- ter, and eventually, they would all have met and discussed it. The project manager would have served as a mediator and coordinator between the Air Force’s various professional units, and the process would have resulted in a balanced requirements document submitted to the company undertaking the project. Harari: “Our client did not speak with one, cohesive voice (because the Air Force had not yet formulated a concrete position on the matter), so we had to present the management of IAI with the full range of opinions we had heard from the Air Force. For example, one specialist officer believed the aircraft should have a certain flight range, while another was willing to settle for a shorter one, so long as the plane had a more accurate arming system.” THE FEASIBILITY STUDY 37 The information gathered by the feasibility study team (a team of 5, led by Harari) allowed it to take the first step in the process of defining the new aircraft’s configura- tion, namely, its size. The size of an aircraft is a very important base parameter. The size affects the plane’s capabilities (such as speed and flight range). The type and nature ofsuch subsystems as the engine, radar, flight control, and electronic warfare (EW) are also derived from the size. Of course, the size also has a direct effect on the total cost of the project. In the beginning of the process, various configurations were considered, including both single and two engine options. The cost was the main reason for the decision not to make a two-engine aircraft (a Lion) to replace the F15. Producing a two-engine fighter plane is a mission of enormous proportions, its costs so high that only ahandful of countries in the whole world are able to take it up (all of them, obviously, much larger than Israel). The need to determine the types of the plane’s subsystems drove the team to meet with various experts in IAI. These were leading experts in the professional depart- ments that specialized in each of the relevant systems. The Political Aspect As the team was preparing the future aircraft’s technical specification, the manage- ment of IAI was hard at work on the political level, attempting to urge the Air Force to place an order for the project with IAI. This was a complex task, because whether or not the order was placed did not depend solely on the potential client – the Air Force – but on two other important factors: the Israeli government and the US Depart- ment of Defense. Ovadia Harari, who had later become the right-hand man of IAI’s CEO, explains the situation: “The cost of that development project could easily have reached two billion NIS or more (with over 200 planes acquired, the sum would have climbed up to around 20 billion NIS). All projects that approach the cost of one billion NIS immediately gain a political aspect, because they require considerable resource allo- cations from the state budget. In situations like these, the question of ‘how much will this cost’ is not the only one asked. It is accompanied by such questions as ‘how many people will this provide employment for.’ On top of that, the politicians needed to talk to the US Department of Defense, because Israel cannot develop aircraft engines – the cost of such projects is beyond its financial reach; there can never be an aircraft of pure Israeli origin. So, todesign the new aircraft, we needed to receive information about engines, which required the approval of the US authorities. The US manufacturers of aircraft engines, General Electric and Pratt & Whitney, do not give out attack aircraft engine specifications without the approval of the Department of Defense. Had IAI made the request with- out such an approval, the Department of Defense would have launched a painfully thorough investigation and probably refused us outright. The company needed politi- cal support and backing. Otherwise, why would the Americans help IAI? After all, it 38 THE IAI LAVI PROJECT – THE DREAM AND DOWNFALL would be more profitable for them if the Israeli Ministry of Defense bought theplane from an American company.” Back then, over 30 years before these lines were written, the question of cost in military projects was nowhere near as important as it is today. At the time, projects were priced using the “cost plus” method. This meant that the client paid for the development, however much it ended up costing. No finite budget was determined. Nevertheless, the financial question weighed heavily even on the members ofthe feasibility study team, due to the project’s extraordinarily high cost prediction. Harari: “The very fact that our goal was to develop a plane to replace the Kfir and the Skyhawk and not the F15 stemmed from the cost issue. Meeting the various needs of the military is much easier with a large aircraft. In aeronautics, you control the money through size. The cost of a plane is a function of its size and weight.” The technical specification for the Lavi fighter aircraft was slowly coming into being, taking into account the various needs and constraints, including the cost lim- itations. Beyond the definition of the plane’s configuration and capabilities (flight distance, load capacity, etc.), systems were adjusted using trade-offs. Explanation: one of the main objectives of systems engineering is to optimize systems by making trade-offs. For example, it is possible to install a more powerful engine, but then the plane would need to be made larger; or, the radar system could be upgraded to a more advanced one, but the new system would weigh more, which would put a heavier load on the aircraft.