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© 2012 Encada.LLC. All rights reserved.
Asset Management Systems Information
Required to
Maintain Service Delivery and
Asset State Of Good Repair
Willem Ebersöhn Ph.D. Vice president Encada. LLC.
Valerie Marcolongo President Encada. LLC.
4/18/2012
Agenda
Introduction and Objective.
EAM Needs / Drivers.
Asset & Location Hierarchy and Asset Management.
EAM Business Process Design Example.
EAM & ERP Integration Design..
© 2012 Encada.LLC. All rights reserved.
Complexity of Transit Asset Management Public Transportation companies have a unique operating environment
that requires Asset Management systems to support management of its infrastructure, railcar/bus fleet and bus/train services, while integrating with its financial Resource Planning system.
© 2012 Encada.LLC. All rights reserved.
Train Revenue CollectionTrain Operating Expence
Train ConsistTrack Route
Train Detection Circuit RouteTraction Power Circuit Routes
Right of Way (Line)Rail Facilities
Train Service SupportBus Revenue CollectionBus Operating Expence
Bus FleetBus Ways
Bus FacilitiesBus Service Support
Transit Business
Transit Services
Rail Transit Service
Bus Transit Service
Service Service Asset
Transit Business
Transit Services
Rail Transit Service
Bus Transit Service
Service
© 2012 Encada.LLC. All rights reserved.
EAM Needs / Drivers
EAM Needs / Drivers Service Availability, Maintenance & Legislation
Asset Availability to Support Train Service: Provide the foundation against which availability of Primary Assets are measured, in terms of cost and the cause for service disruption.
Asset Lifecycle Management : Provide structured maintenance management information that will support asset life cycle assessment. The typical question is whether to renew an asset or continue to maintain. The assessment is whether the cost of maintaining the asset to function to the standard required is lower than the cost of replacing the asset.
Legislations:
© 2012 Encada.LLC. All rights reserved.
EAM Needs / Drivers State of Good Repair (SOGR) What is SOGR? A condition in which the existing physical assets, both individually and as a system, (a) are functioning as designed within their useful lives, and (b) are sustained through regular maintenance and replacement programs. What is required to compile a comprehensive Capital Investment Program? SOGR assessment. Future capacity requirements. Future performance requirements.
© 2012 Encada.LLC. All rights reserved.
What Management Information is required to reliably make assets available for service and
ensure a State Of Good Repair
Structured set of asset management information that enables a manager to determine the operational and financial performance of their primary assets.
– Operational performance is determined by the level at which the assets support the service delivery measured by unplanned and planned minutes of delay.
– Financial performance is determined by the resources consumed to make the assets available for service.
Reminder – Basic Work management Information
7
Failure Analysis – Problem, Cause and Remedy
What Management Information is required to reliably make assets available for service and
ensure a State Of Good Repair
Structured set of asset management information that enables a manager to determine the operational and financial performance of their primary assets.
– Operational performance is determined by the level at which the assets support the service delivery measured by unplanned and planned minutes of delay.
– Financial performance is determined by the resources consumed to make the assets available for service.
© 2012 Encada.LLC. All rights reserved.
© 2012 Encada.LLC. All rights reserved.
Asset & Location Hierarchy and
Asset Management
Management Information Systems Required Physical Asset Management An asset Inventory structured in a hierarchy that rolls-up from
maintainable components to Primary Assets & Service. –Provide the work order planner with a logical set of assets from which the person can
chose the correct asset against which a work order has to be assigned. A Work and Asset Management system supported by an up to date
configured asset hierarchy that manages all work against assets on work orders.
–Support analyses of maintenance resource consumption. –Support analyses of work type and cause of work.
Service Management A Service delivery and event management information system that
integrates vehicle and infrastructure availability. Resource Management A Resource Planning system that ensures resources are available.
© 2012 Encada.LLC. All rights reserved.
EAM Assets & Location Rail Infrastructure Assets Groups - Example
10
Track Specific Primary Assets Supporting Service Delivery
© 2012 Encada.LLC. All rights reserved.
Roll Up Asset Hierarchy Service Service Asset Primary Asset
Level 1 Level 2Impact the
performance of the Service Asset
Sub Asset
Joints BoltedJoints Expansion
Switch Machine - Hand ThrownInsulated JointsImpedance BondsSignalsSwitch Machine/sFouling WiresInsulated JointsControllers Overhead Wire ConfigurationTie SwitchSection Insulatord
Train Detection Circuit Route
Signal/Track Circuit
Switch Circuit
Traction Power Circuit Routes
Rail Transport
Track Segments
Catenary Circuit
Impact the Customer
Impact the performance of
the Service
Sequencial Track Segment and
Turnout Route Turnout
Switch Points
Frog
© 2012 Encada.LLC. All rights reserved.
© 2012 Encada.LLC. All rights reserved.
EAM Business Process Design Example
Level 0: Enterprise Business Process
Planning ( Strategic / Operational / Tactical )
Service Management & Delivery
Train Make - up & Operations
Customer Service Delivery
Asset Management
Rolling Stock Infrastructure
Work Management
Corporate Financial Management
Human Capital Management Logistics ( Procurement and Materials ) Management
Information Technology
Integrated Management Information
for Performance
Analysis
Developed during the SAM Project by Amtrak & Accenture
© 2012 Encada.LLC. All rights reserved.
Level 1: Standard Maintenance Business Process Flow (Activity Based)
Service Call and Reactive Work Encada LLC
Tech
nici
an/M
aint
aine
rM
aint
enan
ce
Sup
ervi
sor
Ser
vice
Fai
lure
Id
entif
ier
Mai
nten
ance
C
oord
inat
or
Work Identification & Backlog Management
Work IdentificationAssessment Execute Report &
Follow-upWork Order Planning
StartOutage
Observed
Call Maintenance Coordinator
Call Maintenance Supervisor
Open Service Call WO
Clock Start
Manage Backlog &
Identify Technician
Assign Technician to Service Call
Arrive at Location
Function ?Attempt Reset TroubleshootNo
Yes
Perform Work
No
ID Cause & Remedy?
Request Support
Define ProblemCause
Remedy
Assign Technician
Yes
Report Time, Parts etc.
against WO
Release the Service Call WO and stop
Clock
Change Status Of Service Call
To “In Progress”
Open CM WO
Obtain & Coordinate Resources
• Labor• Parts• Tools• Services
Assign CM WOReview, Close and Release
CM WO
© 2012 Encada.LLC. All rights reserved.
Level 2: Business Process Flow
Activity Based Flow with: 1. Roles and responsibilities in horizontal swim lanes 2. Level 1 Activities in vertical swim lanes
Railroad Data Model
Train Schedule 2158 184 2160
2158 184 2160
Costs KPIs
…….
Fully Wired Operations Demand
Manifest
Customer Experience &
Feedback
Reliability KPI
Reliability KPI
Availability KPI
Engineering Infrastructure
Availability KPI
Mechanical Equipment
Planned
Unplanned
Planned
Unplanned
Incident
Labor BOM
Long Lead
Labor Long Lead Services
? Challenge
Transform data into
management information
Vehicles •Locomotives
•Cars
Station Infrastructure
•Track Route •Signal
•Elect. Traction
Yard
Crew
Dispatch
Customer •Purchase Ticket
Developed during the SAM Project by Amtrak & Accenture
© 2011 Accenture. All rights reserved. 18
EAM & ERP Integration Design
EAM & ERP Integration Maximo & SAP Example
Developed during the SAM Project by Amtrak & Accenture
Enterprise Asset Management EAM
Data
One EAM Maximo for Operations
Management of the physical assets of a company to maximize value.
Enterprise Resource PlanningERP
Data
Management of the financial, human, and materials resources.
SAP
Integration
IBMMaximo
How to integrate the EAM system with the ERP system to measure
financial & operational performance of the train
service.
EAM & ERP Integration Data Relationship Model
Rolling Stock Assets
Fixed Infrastructure Assets
EAM
Primary Asset (Electrified, Signalled, Track
Route & ROW Structures/Facilities
Primary Asset (Units)
Available for Service
Primary Asset (Train)
Transportation Assets
Func
tiona
l Loc
atio
n
PS -
WB
S El
emen
t (O
PEX)
ERP Data Elements
PS -
WB
S El
emen
t (C
APE
X)