Maximo user group africa Sep 2014

Proprietary and Confidential

FIXING THE FOUNDATION

9 September 2014



Debswana interesting public available information

Maun

Ghantsi

Lobatse

Mopipi

OrapaLetlhakane

Serowe

Palapye

Selibe-Phikwe

Mahalapye

GaboroneJwaneng

Sekoma

Kanye

Molepolole

Francistown

Shoshong

Central Kalahari

Game reserve

Makgadikgadi

Pans National Park

Okavango

Delta

Chobe

National

Park

Kasane

B O T S W A N A

Kgalagadi Transfrontier

Park

Botswana

Angola

Zambia

Namibia

South Africa

Zimbabwe

M

ozam

biq

ue

MadagascarM

alaw

i

Tanzania

Republic of Botswana

Geographical Location

NORTH

Southern Africa (SADC)

Damtshaa

Serule

Motloutse river

Foley

Shakawe

KangHukuntsi

Tshabong

Letlhakeng

Moremi

Wildlife

Reserve

Johannesburg

Pretoria






MASTER DATA PROJECT

Initiating Event

SPARES OPTIMISATION DRIVE

* Looking from the Demand side:

* Incomplete equipment specification

* Missing equipment in SAP data base

* No Bill of Materials

* Looking from the Supply Chain side

* High % free text / off-catalogue buys – no specs

* Incomplete Materials Master data set



MASTER DATA PROJECT

Action Plan

FIX THE DATA FOUNDATION:

* Re-baseline relevant SAP master data sets

* Focus on :

* Functional Locations

* Equipment

* Maintenance tactics

* Create a Data Standard


MASTER DATA PROJECT

Data Standard

CONTENTS:

* Data Specification:

* Functional location and hierarchies

* Equipment

* Taxonomy

* Master data maintenance process [management of change]

* Functional location & Equipment decision logic

* Equipment to be individually be tagged

* Equipment for collective tagging

* Data element values


Start

Will Entity attract PMs? NoIs Entity a Component or

Part?No

Entity will be a high level Functional Location with Sub-

Levels

Yes

Entity will be a Component or Part only

End

End

Yes

Will Entity attract Corrective

Maintenance?

Yes

Is Entity Line Replaceable?

Yes

Create Entity as Equipment

End

NoDoes

Entity have Statutory Obligations?

NoEntity will be a Low Level Functional Location only

End

Yes

No

Functional Location Decision Logic


Functional Location Number taxonomy. This number is also referred to as the “Family Name”. The Floc number consists of the following eleven (11) segments or categories.

1 2 3 4 5 6 7 8 9 10 11

XX XX XX XXX XXX XXX XXX XXX XXX XXX XXX

FLoc Code FLoc Description

ACC Accumulator

ACD Door, Access Control

ACN Air Conditioner

ACO Cooler, Air / Exchanger

ADR Drier, Air

AGT Agitator / Mixer

ALT Alternator

AQU Aquarium

ARC Receiver, Air

AUX Equipment, Auxiliary


MASTER DATA PROJECT

Purpose

* Know what assets we have

* Where they are deployed

* Accurately represented in SAP

* Establish Criticality Ranking for locations / equipment

* Establish an effective SAP driven Preventive Maintenance program

Asset

Identific

ation

Tactics


MASTER DATA PROJECT ACTIVITIES

Asset Identification

Plant Walk-down

Drawing red-lining & updates

Plant labelling

SAP master data updates

Tactics Optimisation

Criticality Ranking

PM development (high level)

Tactics compilation

SAP master data updates


MASTER DATA PROJECT

Criticality

WHY CRITICALITY:

* To define level of detail of maintenance tactics

* To prioritise work

* A – High criticality. RCM based tactics. Priority on work schedule

* B – Medium criticality. OEM, Industry, Good Practice tactics

* C – Low criticality: Routine based maintenance

* D – Low low criticality: Run-to-failure approach.


PROJECT ORGANOGRAM


PROJECT EXECUTION APPROACH


MASTER DATA PROJECT

Execution Approach

THIN SLICE APPROACH

* Identify and ring-fence “small” functional areas

* Primary crushing section:

* Primary crusher

* Conveyors belts (X 2)

* Primary stockpile

* Easier to manage

* Early benefit realisation

* Organisation buy-in

* Keep momentum up

* Apply learnings


© 2014 IBM Corporation 1

Maximo Scheduler

A Revised Approach to Work Management


Forecast Work

Identify

Resource Gaps

Create

schedules

Our Work Management Focus Areas

Schedule Compliance

PlanningResource

Optimization

Availability

• Assets

• Location

• Material

• Tools

• Labor/Crews

Assignment

Assign using a

Graphical UI

Labor and

Crews

Accommodate

vacation/break

Dispatching

Graphical UI

Public Map

Control

Route

Visualization

Labor and

Crews

Real-time

Communication

Assign

Emergency

Work

Communication

to Field

Technicians

Update Work

Status and

Progress


3

Roles We Accommodate in Managing Work


Maximo Scheduler Pedigree

Long Term Planning

Manual Mid and Short

Term Planning

Automated Long, Mid and Short

Term Planning

Focus Areas:


Maximo Scheduler Focus

Functionality, Use Cases, and Value by Role


The Planner, Scheduler & Supervisor


Gantt Chart Visualization

Use Case

– Planners and Schedulers want the ability to view, adjust, and publish work schedules

in a graphical view

– They want to view forecasted Preventive Maintenance (PM) instances along with

planned work

– They also want an illustration of the work order completion window

Solution

– Maximo Scheduler contains a Gantt tool to schedule work orders, tasks, and

forecasted PM work graphically

• View all planned, reactive, and forecasted work in a single, consolidated graphical view

• All work order, task, and forecast information available in a configurable UI

• Drag-and-drop capability allows for easy schedule manipulation based on real time

information

• View completion window for appropriate work orders


…View Work Orders and PMs

- Intuitive view of forecasted PMs along with planned work orders

- Drag and drop work orders as well as forecasted PMs


…Precedence Logic and Activity Constraints

• Precedence logic between work orders/tasks that have the same parent

• SNE/FNL date constraints calculated automatically from JP/PM offsets


Schedule Compliance

Use Case

– Mid-way through a one month project, operations has asked the maintenance manager to assess

performance against plan. Maintenance uses Scheduler to open the monthly schedule and show

actual work dates vs. planned dates for the 2 weeks done, and their impact on the remaining work.

– The maintenance director requires a weekly schedule compliance report from every maintenance

manager in order to measure the effectiveness of the work scheduling process. They recognize

that this metric is an indicator of planning effectiveness, reactive work and craft worker

effectiveness.

Solution

– Maximo Scheduler has the capability to graphically show work orders’ Target Start/End,

Scheduled Start/End and Actual Start/End dates in the Gantt view. By default, Scheduler will show

Scheduled Start/End dates offering the user the option of showing all other dates with a click of a

button.

– Users have the option to calculate and store the Schedule Compliance metric. A configuration

page is available, providing users the ability to set the frequency for this metric (i.e. weekly,

monthly and quarterly)


…Schedule Progress

The ability to show Target, Scheduled and Actual Dates on the Gantt chart

Allows Planners & Schedulers to get a view of how work is progressing, and the affect of

the progress on related work


Visibility of Other Resources

Use case

– Several major PMs are due at the same time due to a busy production schedule. As such, Assets

are only available for maintenance at very specific dates/times. The maintenance planner needs

to schedule this work during the available time slots

– The floor manager just found out that a turbine will be available for maintenance the next day. He

would like to gather all pending work orders on that turbine and its sub assemblies and schedule

them during that window of opportunity.

– 5 trucks are due for annual maintenance next week. The operations planner would need to know

the availability of the repair bay in various locations so that he can coordinate truck routes such

that they will be in the vicinity of the assigned bay in time for maintenance.

– The maintenance manager needs to review next week’s scheduled work orders to make sure the

parts are in stock. If parts are not available for the work, he will need to reschedule such work

orders and replace them with other pending work orders.


Visibility of Other Resources

Solution

– Maximo Scheduler provides a graphical view of Craft, Asset, Location, Materials, and Tools that

will allow the planner to schedule work with confidence that other critical considerations can be

met.

– Planners are able to view when equipment will not be running, and when it will be available for

maintenance to be performed.

– Planners can avoid reworking schedules due to schedule dates that can not be met due to Asset

and/or Location utilization.


…Asset & Location Availability

Maintenance and Operational schedules in Assets and Locations with

visibility in Scheduler

This determines when work can be done on the Asset/Location


…Material Availability

Other Resource Availability tab shows:

Maintenance/Operational/Calendar availability of Asset and Location

Material Availability for planned materials

Shows required quantity vs available quantity

Green bar shows materials are available, red bar shows materials are unavailable

Planners & Schedulers know when not to schedule work based on material availability


Schedule Cost Projection & Tracking

Use Case

– A Planner knows that he only has a given budgeted amount to devote to the project which is

currently being scheduled. His management will need to know if the project can be done within

budget.

– A capital project is partially complete, and the project planner has been asked by executive

management for a cost rundown of the scheduled project, progress, etc.

.

Solution

– Maximo Scheduler provides instant means for a Planner to assess how closely they are keeping

to budget with a schedule being defined. For schedules that are underway, it provides a complete

breakdown of proposed, committed, and actual costs. This eliminates the need for custom reports

to be defined and run, and can assist a Planner in keeping within budget long before the start of a

planned project.


…Schedule Cost Tab

Calculate costs within schedule by week, month and year

Illustrate Committed and Saved Estimated Labor, Materials, Services and Tools,

as well as Actual Labor, Materials, Service and Tools

Allows budget adherence


Graphical Employee Assignment

Use Case– Part of a maintenance supervisors role is to assign work to maintenance technicians or crews based

on their skill and availability. To do this quickly and accurately, they need to view their current

assignments, break time, shift and vacation time.

Solution– The Graphical Assignment application in Maximo Scheduler provides drag and drop capability, along

with the visibility of all other critical factors (current assignments, vacation and break time) for proper

assignments to be made.

– Illustrates unassigned work and facilitates efficient assignment of appropriate technicians or crews

based on craft or crew type.

– Provides effortless reassignment of work from one technician/crew to another, as well as the ability to

split work among technicians/crews.


…Graphical Assignment

Aimed at the process of assigning work to people

– Similar UI to Scheduler Gantt view for consistency

– Helps the Planner & Scheduler see non work time for a resource, as well as assignments made by other

Foremen beyond the bounds of their schedule… eliminates duplicate labor assignments


…Making an Assignment

Allows the Foreman to:

Split Work According to Shifts, might be used if extending duration of the assignment

across an end of shift

Split Work, once split can drag second assignment to add a time gap

Split Work into Three Records, creates two additional assignments

Create/Delete Assignment


The Dispatcher


Dispatching

Use Case

– The dispatcher is notified at the start of the shift that Crew1 will not be available today, so all of their

priority 1 work needs to be rerouted and reassigned to other crews in order for that work to be

completed today.

– The Dispatcher has received an emergency work order for the northeast part of the city that needs to be

worked on within the next 2 hours.

Problem

– There is no easy way for the Dispatcher to view all of the current routes and where the work or

resources are located throughout the city in an efficient manner .

– The Dispatcher needs to have a single view showing all of the today’s routes on a map along with their

work locations. They also need to have the ability to quickly assign new work to a crew and re-optimize

their work route.

Solution

– The Dispatching application in Maximo Scheduler allows the Dispatcher to:

• Utilize maps to show street-level routes (SLRs) on a map, location of labor or crew resources.

• Quickly drag and drop new work to a crew at the “beginning of the shift scramble” when time is

limited to rearrange schedules for the day.


…Dispatching

Dispatcher monitors and responds to on-going work out in the field :

– Dispatching View provides clients the ability view Work Order assignments in a calendar and map view

to spatially understand the dynamic work day.

– Dispatcher has the ability to view geo-location data from mobile devices and locate resources on a map

to determine current location.

– Ability to view spatially which resource can be rescheduled based on location and travel time when new

unassigned work orders come in throughout the day.


…Dispatch – Map View

Shows the sequence of work assigned to each resource based on a route color.

Ability to view nearby Labor and Crews, Unassigned Work, Prioritized work, Work Types and Status.

Map View of Work Order Priority


The Mobile Field Technician


Field Technician Use Case

– The field technician is assigned work from the Dispatcher, and needs a way of acknowledging receipt, taking

ownership, and knowing where the work needs to be performed.

– The field technician has finished his assigned work order early and has time available for other work, but does

not know where any nearby work may be.

– An apprentice field technician is working on a job, but encounters a problem that they know can be resolved by

a Journeyman Mechanic. They are fairly certain that a nearby resource exists, but unsure where and how best

to reach them.

– The Foreman is made aware of a new work order assigned to his team, and needs to see where his resources

are located and the work which they are engaged in so that he may appropriately assign the work.

Solution

– The existing Maximo Everyplace mobile offering has 4 new templates provided as part of the Maximo

Scheduler:

• Everyplace Technician (Tablet) Large Screen Heavy Technician Functionality

• Everyplace Technician (Phone) Small Screen Heavy Technician Functionality

• Everyplace Technician (Lite) Small Screen Light Technician Functionality (Inspector, Break/Fix, Rapid

Dispatch)

• Everyplace Supervisor Small Screen Supervisor Functionality

– Enable Field Technicians and Foremen to view maps displaying current and assigned work, location of nearby

resources, unassigned work, turn by turn directions to next assignment, feedback on assigned work


…Field Technician Application

Field Technician’s Work Order Route


…Field Technician Application – My Work

Field Technician’s Street Level Route

Field Technician’s Material Requirements

Field Technician’s Tool Requirements


What’s new in Scheduler 7.5.2?


New: Graphical Crew Management

New Crew application to help with the Daily Morning shuffle of Crew Assignments

- Save valuable time by leveraging the intuitive, drag and drop capabilities to build a qualified crew


Forecast Work

Identify

Resource Gaps

Create

schedules

Schedule Compliance

PlanningResource

Optimization

Availability

• Assets

• Location

• Material

• Tools

• Labor/Crews

Assignment

Assign using a

Graphical UI

Labor and

Crews

Accommodate

vacation/break

Dispatching

Graphical UI

Public Map

Control

Route

Visualization

Labor and

Crews

Real-time

Communication

Assign

Emergency

Work

Communication

to Field

Technicians

Update Work

Status and

Progress

Capacity

Planning

Resource

Leveling

Resource

Assignment

Spatial

Scheduling

Dynamic

Scheduling

Optimization

New: Adding Optimization to our Focus Areas


Resource Leveling

Problem definition:

Work Orders have to be scheduled based on availability of labor, crew, asset, and location.

Goals:

Schedule work orders based on its priority in such a way that the available labor/crew resources

are optimally used. Additionally work orders will be scheduled with minimal interruption and when

asset/location are available for maintenance.

Work Attributes Considered

Skill level of the Craft

Priority Direction

Asset’s Operational and Maintenance availability

Location’s Operational and Maintenance availability

External Labor

Schedule Window (Date Constraints)

Resource Availability Variables

Partial availability of labor/crew

Time Interval Precision


Capacity Planning

Problem definition:

Work Orders have to be scheduled based on availability of labor, crew, asset, and location and

completed within a defined time period. For e.g. 2 week shutdown, turbine overhaul (4 weeks),

maintenance in remote locations with seasonal restrictions etc..

Goals:

Schedule work orders based on its priority in such a way that the available labor/crew resources

are optimally used within the given time period. If the available resources are insufficient then

identify the required resources to complete the work.


Skill level of the Craft

Priority Direction

Asset’s Operational and Maintenance availability


External Labor


Time period

Resource Availability Variables

Partial availability of labor/crew

Time Interval Precision


Resource Assignment

Problem definition:

Daily work assignments are tedious to create manually when there are numerous work orders and

labor/crews.

Goals:

Automatically assign labor and crews to work orders by matching skill, crew type and availability

between the work order resource requirements and the resources. This allows the manager to

manage exceptions rather than manually build the entire list.


Craft and Skill requirement of the jobs

Crew Type requirement of the jobs

Operational and Maintenance availability


External Labor


Resource Attributes Considered

Craft and skill of the labor persons

Crew type of the crews

Standard shift availability

Calendar breaks

Modified person availability

(vacation/sick/overtime/personal)


Spatial Scheduling

Problem definition:

Daily crew assignments need to consider the location of the work as well as distance and travel

time, and be optimized into daily routes for each crew.

Goals:

Automatically create daily street routes for the crews by matching crews to work orders within

geographic work zones, considering the type of work to be performed and the capabilities of the

crew.


Service Address of the work, asset or location

Work zone of the work

Type of crew required for the job

Travel time between locations

External Labor



Work zone of the crews

Daily composition of the crews

Start location for a daily route

Finish location for a daily route


Calendar breaks


Dynamic Scheduling

Problem definition:

A Scheduler user needs to be able to quickly focus on new emergency work that is entering the

schedule.

Goals:

Identify new emergency work that has entered the schedule. Alert the user (supervisor or

dispatcher) that emergency work has been found, and that there are resources identified that are

available to be assigned. Allow the user to choose an appropriate available resource, or optionally

make the assignments automatically on a scheduled or recurring basis.


Service Address of the work, asset or location

Work zone of the work

Type of craft or crew required for the job

Travel time between locations

External Labor


Craft and skill of the labor persons


Work zone of the crews


Modified labor availability

Calendar breaks


Optimization Value Proposition

Planner manually creates an optimal schedule

Foreman manually performs assignments for all work orders and tasks

Dispatcher manually adjusts resource schedules affected by new assignments

• Quicker schedule creation

• Greater schedule accuracy and compliance

• Reduction in Services required to supplement resources

Benefits:

Schedule automaticallycreated while factoring in available capacity

“Capacity Planning” and “Resource Leveling”

Resources and/or Crews automatically assigned to schedules

“Resource Assignment” and “Spatial Scheduling”

Incoming work automaticallyassigned to Resources or Crews

“Dynamic Scheduling”

• Major efficiency gain by freeing the Dispatcher from shuffling resource routes to accommodate incoming work

• Optimizes routes to maximize productivity

Current Approach

Streamlines the entire work management process!

• Huge efficiency gains by eliminating routine repetitive assignment action

• Allows Foreman to adjustthe assignments rather than make them

Scheduler 7.5.2


New: Scenario Management

38

Schedule

Scenario 1

Scenario 2

Scenario 3

Create scenarios to perform “what if” analysis.

70% labor availability

80% labor availability

80% labor availabilityIgnore Work Order priority

Publish the agreed upon Scenario


…Compare Optimization Scenarios

Ability to compare different optimization scenarios before publishing the approved set of

scheduled work orders.


New: Compliance Dashboard

Measure labor, Work Order and schedule compliance for any user defined work period

Compare planned vs unplanned hours

Visibility into completed Work Orders against total Work Orders planned

Calculate break-in and break-out Work Orders


Scheduler is part of Maximo Asset Management

Maximo Asset Mgmt

7.5.0.5

Maximo Scheduler

7.5.2

ODME Required for

Optimization

• 7.5.0.5 fix pack level

• Add-on product to Maximo

EAM, installed when 7.5.0.5

is installed

• Scheduler 7.5.2 license

required

• Includes integration

adapter and optimization

models

• Optional: clients may

choose not to use the

optimization capability and

can skip the ODME

installation during the

install process

41

ODME Server


Why Maximo Scheduler?

Lower maintenance costs by gaining operational

efficiencies– Optimization models transform laborious, manual and

time consuming work management tasks into faster,

automated processes with meaningful results

– Quick, easy to perform, and reliable labor

assignments help save valuable time

– Send/receive updates and constantly monitor work

progress

– Respond quickly to emergency situations

Improve resource utilization– Know when Assets and/or Locations are unavailable

for work to be performed before finalizing a schedule

and dispatching resources

– Dispatchers’ awareness of resource location and field

conditions translates to greater resource efficiencies

when handling unplanned work

Embedded in Maximo

– Manage all your asset classes, schedule, and

resources through leveraging an industry leading

EAM system

– No third party product integrations required


Questions

MAXIMO USER GROUP AFRICA 2014

Make Bold Moves in Physical Asset Management

Tom Du Toit

Advanced Maintenance & Planning Principles and Processes

Making it work at Hulamin Rolled Products

Who is Tom Du Toit

Loraine Gold Mine• Apprentice• ArtisanAssmang Manganese - UGAssmang Iron Ore – Open CastAssmang Chrome – UGAmpair – Refrigeration• Maintenance Manager• Mobile• Vetasi

• Midvaal Water, PPM, Debswana (SAP)

PASSIONATE ABOUT PLANNING

Maintenance PlannerMaintenance Engineering

FAILING TO PLAN

IS PLANNING TO FAIL

DOING THE RIGHT JOB RIGHT

THE FIRST TIME EVERY TIME

Hulamin Road to Planning Excellence

Backlog

Total Backlog

0

50

100

150

200

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300

350

400

450

500

20

14

-04

-14

20

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-04

-15

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-04

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-04

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-04

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-05

-01

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-05

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20

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-05

-08

20

14

-05

-09

Andreas Bodmann

Dominic Moreno

ENGINEERING ADMIN (PMO)

Fred Houston-McMillan

Jerry Jaikharan

Manny Singh

Prajay Sunker

Rachie Reddy

Ram Ramdhani

Raymond Brandsma

Roshan Behari

Rudi Driemeyer

Sagaren Pillay

Sash Karan

Sewper Sewpersadh

Vijay Maharaj

(blank)

Gustav Groenewald

Issues Identified

• Work Completed But Not Closed

• Outstanding Purchase Orders Not Actioned

• Work Orders With Material Not Approved

• Duplicated Work Orders

• Work Order Data Integrity

• Awareness

Improvements Implemented

BACKLOG CLEANUP PROGRESS PER RESPONSIBLE PERSON FOR SECTION 33

Difference Week 1 Difference Week 2 Difference Week 3 Difference Week 4 Difference Week 5

Series1 -32 -86 -234 -215 143

-300

-250

-200

-150

-100

-50

0

50

100

150

200

Co

un

t o

f W

ork

Ord

ers

Preventive Maintenance and Job

Plan Review

Job Plan Review

• Completed detailed task description

• Materials

• Tools

• Craft/s

• Estimated hours to perform the task

• Asset Status (Up, Down, Shut)

Job Plan Review

Preventive Maintenance Review

• Mandatory Requirements

Location, Asset, Route

Supervisor

PM type

Storeroom

GL code

Time / Meter Based Frequency

Job Plan

Staging Area for Material

Planning RoutinesMonday Meetings

Wednesday Meetings

Friday Meetings

Previous Week Feedback -Mondays

• Review Previous Weeks Schedule Compliance• Plan PM’s for Week 4 (3 weeks ahead)• Finalize Planned Work Before Wednesday• Finalise Plant Shut Work

Who:• Maintenance Planners• Maintenance Co-coordinator• Maintenance Clerks• Schedulers

Scheduling & Planning-Wednesdays

• Labor Availability – Next 3 Weeks• CPM Creation• Confirm Scheduled Work Orders – Week 2• Accept plan and sign off• Review Work Orders for Week 3• Plan Schedule Week 4 Work Orders

Agenda

Who:• Maintenance Planners• Maintenance Engineer• Maintenance Co-coordinator• Maintenance Clerks

• Process Coordinator• Area Manager• Production Manager

6 Weeks Planning -Wednesdays

Weekly Planning Feedback -Fridays

• Backlog clean-up progress report • CPM Creation• Review Planning Routine• Awareness Sessions• Weekly planning performance feedback per section• Next week’s objectives

Agenda

Who:• Maintenance Engineer• Maintenance Planners• Schedulers

Process and Responsibilities

Important Points For Planning Routines

• Attendance Register

• Minutes

• Plans Visible

• Benefit All

• Plans Clearly Defined

• Corrective action taken

Plant Shut and 6 Week Plan Visible To All

Optimise Planning and Scheduling

Preventive Maintenance Forecasting and Load Balance

Scheduling and Managing Backlog

Manage and update labor availability

Assign and Manage Labor

Schedule Compliance

ACTUAL TO PLANNED HOURS FOR SECTION 33

JAN-14 FEB-14 MAR-14 APR-14 04-May-14 11-May-14 18-May-14 23-May-14

% 62% 56% 62% 43% 24% 30% 65% 82%

TARGET % 50% 50% 50% 50% 50% 50% 50% 50%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

SCHEDULED WORK ORDERS FOR SECTION 33

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Jan-14 Feb-14 Mar-14 Apr-14 16-May-14 23-May-14

SCHEDULED COMPLIANCE ALL WORK ORDER FOR SECTION 33

0%

10%

20%

30%

40%

50%

60%

70%

80%

Jan-14 Feb-14 Mar-14 Apr-14 May-14

Jan-14 Feb-14 Mar-14 Apr-14 May-14

COMPLY 73% 63% 38% 66% 76%

TARGET % 70% 70% 70% 70% 70%

Schedule Compliance Report

Best Maintenance Practices

• 90% of all work is planned

• 85 – 90% Scheduled Compliance is met

• 100% of a maintenance personnel’s time is covered by a work order

• 100% of all maintenance personnel’s time is scheduled

• 90% of scheduled work is planned

• PMs are written with task steps, specifications, tools

• Effective work procedures are written and followed

• The 10% Rule of Preventive Maintenance is applied and managed?

• Store efficiency is more than 98%

• Less than 1 hour for Mean Time To Order of parts

IBM Software Group

Safety and Quality Management

Tim Ricketts

Smarter Infrastructure Team

September 2014

The Airport Challenge

The efficient management of standards

(ISO, ISAGO, CAA…)

Risk management

• Minimize risks

• Economic

• Injury

• Operational

• Customer

• Supplier

• Reputational

Conformance with international regulations

Improve safety levels

Satisfy customer requirements

Lack of recurrent

training

No or Poorly

documented

procedures to follow

Inadequate

Supervision or

Management

Lack of, or poor

Initial training

Inappropriate use of

radio

Insufficient

awareness of Risks

Dr. James Reason

Examines Piper

Alpha Loss

July 1988

http://www.scran.ac.uk/database/media.php?file=postcard/image/0923/09232893.jpg

High Reliability Organisations

Provides for an environment where a comprehensive

system to reduce errors in judgment can flourish

Enables Board of Directors/Executive Leadership to

exercise more in-depth due diligence and governance

Responds to increasing transparency trends

Replaces prescriptive, compliance-based, reactive Safety

methods

Increases overall effectiveness of management activities

through Risk-based, organization-wide, system designed to

verify provision of safe service

Components of SMS

> Organization

> Policies

> Procedures

> Documents

> Records

> Credentials

Systems

> Key Procedures

> Decision Makers

> Periodic Review

> Ongoing Data

Analysis

> Independence

> Guidance &

Manuals

Controls

> Certification

> Trained &

Qualified

> Correct Data

> Procedural

Compliance

> Workmanship

> Document &

Record

Practice

Best Practices - SMS Guidance

Necessitates

analysis of all

Information

related to

safety and

assurance

Risk Management

What is Risk?

Risk Matrix

Risk approaches

Reactive

Proactive

Predictive

Best practice indicates the need for an

electronic SMS to support the culture

Maximo

HSE

Work

Scheduler

Analysis &

Improvement

Launch review of training /

processes

Establish corrective

action

Initial findings

report

Risk Assessment

Take immediate

preventative action

Schedule audit to assure

corrective actions are effective

Safety Investigation steps

Centrally managed…

A workflow, consistent with your organisation’s

processes can be followed

Standard field descriptions ensure that incidents are

correctly categorised

Ease of access to related reports or documents

A Proactive Approach

Trend analysis

Proactive identification of risks

Highlights improvement

opportunities

Review of aggregate incidents facilitates:

© 2014 IBM CorporationJuly 2014

Introducing

Maximo Health, Safety and Environment Manager

Cloud & Smarter Infrastructure

15 © 2014 IBM Corporation

What is driving Health, Safety & Environment

and Sustainability needs?

Profitability & Productivity

– Making sure materials are under compliance, improving productivity and product quality

Operating Costs

– Eliminating downtime caused by non-compliance, fines, accidents and/or safety incidents

Capital Investments

– Considering regulatory requirements and overall health, safety, and environmental implications

M&A, Divestitures, Joint Ventures

– Implementing a health, safety & environmental system and processes that can change with the business

Risk Management

– Avoiding fines, work stoppages, plant downtime, inventory losses, damaged reputations, supply chain disruptions

NYPA’s Health & Safety“We will institute programs to

enhance the health, safety and well-

being of our employees:• Conduct an industrial hygiene analysis at

all NYPA generating sites with a particular

emphasis on noise and indoor air quality

• Enhance Job Safety Analyses to include a

checklist of potential steps for completing

common maintenance activities and

procedures to minimize workplace injury or

illness associated with completing each job”

NYPA Sustainability Action Plan – 2010-2012


Introducing Maximo Health, Safety and Environment Manager

The primary objective of Health, Safety &

Environment initiatives is to: reduce overall

risk, comply with appropriate regulations, and

create a safe yet efficient operating

environment

Achieving this objective is as much about

standardizing HS&E practices as

integrating these practices with day-to-day

operations management.

Maximo Health, Safety, and Environment

Manager provides a foundational enterprise

platform that integrates Health, Safety, and

Environment processes with work and

asset management.


Maximo Health, Safety and Environment Manager

OperationsAsset & Work

Management

Control of

Work

Investigation &

Improvement

Change

ManagementCompliance

Knowledge

Management

Operating

Procedures

Operator

Log

Non –

Conformance

Management

Failure

Reporting

Benefits

& Losses

Operating

Policy

Defects

Risk

Assessment

Risk

Matrix

Incident

Management

Investigations

Improvements

Management

of

Change

Regulatory

Compliance

Audit &

Survey

Competency

Management

Solutions

Personnel

Certification

Tracking

Cri

tic

al B

us

ine

ss

Pro

ce

ss

es

He

alt

h, S

afe

ty &

En

vir

on

me

nt

Ap

pli

ca

tio

ns

Su

pp

ort

ing

Ma

xim

o P

roc

es

se

s

Permit

Planning

Action

Tracking

Permit

To Work

MXHSE Mgr.

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=R6O0RGfsEROEGM&tbnid=5jY31KGwbIgd2M:&ved=0CAUQjRw&url=http://findlogo.net/show/detail/I/iso-9000-logo&ei=lvxnUpmbMoWqkAeW7oC4BA&bvm=bv.55123115,d.eW0&psig=AFQjCNHYuigX4gajSNIFykHG-_8-_tEmOg&ust=1382632958029177

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=RnbcJrelWMZ0MM&tbnid=30tuCq4P4fv_tM:&ved=0CAUQjRw&url=http://www.indiamart.com/pmgroup/iso-certification-services.html&ei=QPxnUpyABc6gkAewzoDIBA&bvm=bv.55123115,d.eW0&psig=AFQjCNE1B9eFKl7YPkMON5wPbt4kOef20Q&ust=1382632859493460

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=J5Heya-c-kytiM&tbnid=ft10oCTpp6WIMM:&ved=0CAUQjRw&url=http://www.afoes.ae/solutions/consultancy/management-certification-consulting/ohsas-18001-2007-consultancy/&ei=JfpnUpPMN8qikQfH-YDIBA&bvm=bv.55123115,d.eW0&psig=AFQjCNF6m4kudR7pAoYGVjqXSgihJRSEXQ&ust=1382632331689857

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=cH95HVbXPh5gqM&tbnid=8bj040EEiIfN2M:&ved=0CAUQjRw&url=http://www.linkedin.com/groups/ISO-55000-3798638&ei=yftnUsbEDomIkQeqtoDABA&bvm=bv.55123115,d.eW0&psig=AFQjCNF5YHx6dqDEIE7P_PZKhCHqHcbMIQ&ust=1382632752585437


Maximo HSE Manager – Supporting Standards

Audit Cycle Maximo HSE Manager

Plan – Establish Objectives & Processes

Required

Risk Assessment, Risk Matrix, Regulatory

Compliance, Workflow & Collaboration,

Do – Implement the Processes Operating Procedures, Operating Policy, Permit

to Work, Permit Planning

Check – Measure & Monitor the Processes and

Report Results

Incident Management, Audit & Surveys, Failure

Reporting, Operators Log

Act – Take Action to Improve Performance Investigations, Solutions, Improvements, Benefits

& Losses, Management of Change, Action

Tracking


Maximo HSE Manager – Supporting Standards

Helping Companies / Organizations ensure that their products & services

consistently meet customer’s requirements and that quality is consistently

improved

International Standard 9001

(Quality Management)

Maximo HSE Manager

Control of documents Regulatory Compliance, Operating Policy,

Workflow & Collaboration

Control of records Operating Procedures, Permit Planning

Internal audits Audit & Surveys

Control of non-conforming product / service Non-conformance Management, Permit to Work

Corrective action Action Tracking, Management of Change,

Incident Management

Preventive action Risk Assessment, Risk Matrix, Investigations,

Improvements, Solutions


Multiple industries

Global endorsement

Wide range of use cases

Representative List of Maximo HSE Customers

https://www.google.com/imgres?imgurl&imgrefurl=http://www.4wheelsnews.com/gallery/gms-china-boss-says-that-sales-may-rise-10-percent-this-year/34955/&h=0&w=0&sz=1&tbnid=7Cewks04HdiNVM&tbnh=183&tbnw=275&zoom=1&docid=U_mzp83cq1WH1M&ei=qCF9UtXTG9HIsATirIDABw&ved=0CAgQsCU

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=A6sm8_xOY9i7zM&tbnid=FhHxUSXZ2Xwa5M:&ved=0CAUQjRw&url=http://www.awa.asn.au/assoc/directory/CompanyDirectoryDetails.aspx?compid=~~9l46cVUDzUrKUftA7ts5aw==&ei=KiJ9UoeYG-rJsQTn2oE4&bvm=bv.56146854,d.cWc&psig=AFQjCNFSaNbDhclXCzj0cnmKf7zvtm6k1w&ust=1384018823444506


A Solution Fit for Maximo

As stated in Southern

Power’s Target Zero

program

Capabilities in Maximo Health, Safety and

Environment Manager

Conduct daily safety

briefings

After Action Reviews

Operators Log

Operating Policy/Procedures

Identify hazards, determine

how to avoid them

Defects

Investigations

Failure Reporting

Risk Assessment

Risk Matrix

Condition for Work

Start corrective actions if

unsafe conditions are

noticed

Management of Change

Action Tracking

Report safety concerns –

rewarded and protected

Regulatory Compliance

Benefits & Losses

Incidents

Improvements

Personnel Certification Tracking

Solutions

“There is no occupation worth

risking the safety of an individual

employee -

Every day, every job,

safely”

31

Matrix of Applications for PI&R

OperationsAsset & Work

Management

Control of

Work

Investigation &

Improvement

Change

ManagementCompliance

Operator

Log

Operating

Policy

Permit

Planning

Not Using

Risk

Assessment

Operating

Procedures

Benefits

& Losses

Risk

Matrix

Improvements

Personnel

Certification

Tracking

Planned

Change

Defects

Regulatory

Compliance

Non –

Conformance

Management

Failure

Reporting

ENMAX Problem

Identification & Resolution

Investigations

Management

of

Change

Action

Tracking

Solutions

Currently

Using

Incidents Findings Hazards Enhancements

Work Flow Notifications

Work Flow Assignments

Work Flow Controls and Assignments

Service

Requests

Level 1

Root

Cause

Level 2

Probable

Cause

Level 3

Basic

Cause


Maximo Competitive Differentiators

Health, Safety and Environment and Work & Asset

Management all utilizing the same physical asset

structures

– All other HSE vendors/applications use asset

structures that are different & unique

Ability to integrate safety, maintenance and

operational related processes

– Most, in not all HSE incidents originate from

managing maintenance work

Breadth of offering from operators log through

management of change to risk assessment as well

as the traditional incident management and

investigation

“ The fact is safety performance and good business performance go hand in hand. I truly believe we can’t have one without the other”

Sir Frank ChapmanBG Group

“ The Management of Change application has been rolled out at all SunCoke manufacturing locations and home

office. It has been very well received by the users; in fact, I do not believe I have had so many positive comments

from the field on a new software application.”Joe Fluder

SunCoke Energy

August 8, 2012


Close

“The creation of a strong safety office has often

been recommended to organizations facing critical

safety problems”

“It seems therefore, that separating safety and

production is not the best strategy, and that safety

must be an integral part of the production process.”

Source:

Learning from the Piper Alpha Accident: A Postmortem Analysis of Technical

and Organizational Factors

October 22, 1992 – Society of Risk Analysis

M. Elisabeth Pate-Cornell – Department of Industrial Engineering and

Engineering Management, Stanford University, CA 94305

“Quality is not an act, it is a habit”Aristotle

We are what we repeatedly do.

Excellence, then, is not an act,

but a habit.Unknown

IBM Maximo Health, Safety and Environment Manager provides key extensions to

Maximo Asset Management to provide critical applications for incident management,

investigations, management of change, non-conformance management, action tracking,

risk assessment, permit to work, audits & surveys, regulatory compliance, etc. and

becomes the common thread between production, safety and quality


Questions?


Thank You!

Maximo AfricaUser Group Conference

Smarter Infrastructure UpdateMike O’Mara

Smarter Infrastructure Solution Sales Executive

09/09/14

• Trends and Direction

• Currently Available

• What’s Coming

• Pulse / Interconnect 2015

Topics for Today

Trends: Internet of Things (IoT), Analytics,

Mobility, StandardsThe number of connected devices is exploding ARC Advisory Industrial IoTs for Connect Assets

New interest in Asset Management

Standards

ISO 55000/PAS 55Advanced analytics available today

Mobility takes

center stage

Maximo has Strong Foundational Tenants

All Asset Classes

Industry Focus

ArchitectureGlobally Scalable

FlexibleProven

Depth of Expertise Extended Capabilities

Best Practices

Simple or ComplexOne Version of the Truth

Risk Management

Analytical InsightsImproved Decision Making

Optimize OutcomesTrends and Patterns

The foundation drives innovation for Enterprise Asset

Management and leverages IBM Technology

All Asset ClassesSimple or Complex

One Version of the TruthRisk Management

Industry FocusDepth of Expertise Extended Capabilities

Best Practices

ArchitectureGlobally Scalable

FlexibleProven

Deployment OptionsSaaS

On-PremiseHybrid

User ExperienceMobility

Collaboration & SocialModern Interface

IBM Maximo Inventory Insights

Pre-configured inventory decision support system, delivered as a service

Pre-configured analytics model to predict over-stock and out-of-stock conditions and generate optimal stocking levels

Pre-integrated software agent automatically acquires necessary data from Maximo database and delivers it to the analytics engine

Generates insights on stock levels, trends and possible outcomes

Delivered as a service (SaaS)

Reduces inventory holding costs up to 15-20% in first year

Increases asset availability and utilization by avoiding parts outages

Automatically generates optimal stock replenishment plan

Available NOW!

IBM Maximo for Service Providers 7.5.2

Comprehensive solution to help customers Manage Assets as a Business

Continued usability improvements

New Billing Frequency

Stream-line process of recording service items delivered by Service Providers

Allowing ‘Copy Lines’ action on a bill batch to run in background mode

Customer specific job plans

Increased flexibility and wider range of billing options

Improved user experience to spend more time billing for services, less time in applications

Enhancements support new service provider business model

IBM Maximo Asset Management SaaSThe industry leading asset management solution,

now available as a SaaS offering

Full capabilities of Maximo available as a subscription based

delivery model

• Includes Maximo and mobile access using Maximo

Everyplace

• Proactively plan, schedule & forecast work, with optional

Maximo Scheduler

• Hosted by IBM using the SoftLayer Cloud infrastructure

Reduced cost, eliminating Capital expense for Operation expense

Improve operations through better asset availability, reliability and asset utilization

Unify processes for wide-ranging asset management functions across multiple sites

Explore – Get a sense of the offering with descriptions and short videos Learn – Hear what analysts and current clients have to say Try – Select a User Role and access a structured Live Demo! Buy – Contact an IBM Sales resource for further information Extend – See how Maximo works with our other offerings to provide enhanced business value

Service Engage – digital engagement

https://www.ibmserviceengage.com

Please noteIBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should not be relied on in

making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material,

code or functionality. Information about potential future products may not be incorporated into any contract. The development, release,

and timing of any future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job

stream, the I/O configuration, the storage configuration, and the workload processed. Therefore,

no assurance can be given that an individual user will achieve results similar to those stated here.

2014 Maximo Asset Management Roadmap

2014

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for

informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or

functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .

Q4 2014

Maximo Fix-pack 7.5.0.6

Maximo Fix-pack 7.5.0.7

Maximo Asset Mgmt v7.6• Usability

• BI Dashboards

• Reporting/KPI Improvements

• Updated Platforms

• Crews

• Mapping

• Multi-tenancy

Maximo Inventory

Insights• Predict out-of stock or over-

stock conditions

• Suggest optimized inventory

levels

• SaaS delivery

Maximo (SaaS) 7.5• Full EAM functionality

• Subscription based delivery

model

• Provides OT and IT

capabilities

• Hosted by IBM SoftLayer

Maximo BI Pack -Inventory Metrics

Fix packs

New Versions

New Products

No-Charge Offerings

Maximo IS/Add-on v7.5 • Calibration

• Life Sciences

• Linear

• Scheduler (No MT)

Maximo Anywherev7.5.x

• iOS

• Application editor

• File Attachments

• Ass’l Maximo Work Mgmt apps

• TRIRIGA apps

Maximo IS/Add-on v7.5

Compatibility Certification (No MT)

• Transportation (7.5.1)

• ACM (7.5.1)

• Oil and Gas & HSE (7.5.1)

• Nuclear (7.5.1)

• Service Provider (7.5.3)

• Utilities & Spatial (7.5.0)

Compatibility Certification

Maximo Service

Provider 7.5.2• Billing frequency

• Customer specific job plans

Maximo Service

Provider 7.5.3• Conditional Pricing

• Combined Billing

• Customer Specific

2015+ Maximo Asset Management Roadmap

2015

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for

informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or

functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .

2016

Maximo Fix-pack

7.6.0.x

Fix packs

New Versions

New Products

No-Charge Offerings

Maximo Anywhere

v7.x• Authoring Tool

• Windows

• Maximo Inventory & Asset

apps

• RFID & PGS support

• Add’l TRIRIGA

Maximo Fix-pack

7.5.0.8

Maximo Fix-pack

7.5.0.9Maximo Fix-pack

7.6.0.x

Maximo for Utilities

v7.x• Graphical Compatible Unit

Estimating

Maximo Spatial

v7.x• Integration with TPAE db

tools and ArcGIS 10 editing

Services

• Linear Integration

Maximo Asset Mgmt

v.Next• Next Generation Usability

• Asset Health

• Financial Visibility & Control

Maximo for Oil & Gas /

HSE v7.x • 7.6 release

• Mobility apps

Maximo (SaaS) 7.Next

Maximo Nuclear

v7.x • Mobility Apps

Maximo IS/Add-on v.Next• Transportation

• ACM

• Oil and Gas & HSE

• Utilities & Spatial

Maximo Anywhere v.Next• Inspections

• Mapping enhancements

Maximo Scheduler

v.Next• New technology platform

Maximo Asset Mgmt

7.5 & v7.x • License Usage Monitor

Inventory Insights 7.Next

Maximo Service

Providerv7.x

• 7.6 release

Maximo Scheduler

v.Next• New technology platform

IBM Maximo Asset Management – v7.next

Expanded capabilities to support business intelligence

Intuitive navigation for users

Increased Serviceability

Improve visibility, increase resource utilization and reduce costs

Focus on User Experience – new look and feel, expanded start center

configuration options

Analytical insights through Reporting, KPI’s and Dashboards

improved performance, increased user access and better tools to monitor

the health of your business

Functional Enhancements improved crew management and service

addresses to support maps

Technology Improvements – expanded install and platform support

4Q 2014

FOCUS ON REPORTING AND KPI’s

USER EXPERIENCE

• A new look introducing updated fonts, colors and styling of applications

• Application navigation (nested view) and Breadcrumbs across top.

• Hover dialog provides additional field information• Startcenter –multiple objects per result set• Record Locking options, Improved Date/Time calculations across

timezones in Labor Transactions/PM’s

Maximo Asset Management 7.6

Executive dashboards with Metric Reports and Metric Workspace Displays

Performance improvements in reporting solutions Set a limit on the number of records presented from an Ad-hoc

report so users aren’t waiting for results for a long time. New KPI Template and KPI Viewer Applications Individual KPI scheduling Ability to add calculations to ad-hoc reports

4Q 2014

INVESTMENT IN TECHNOLOGY

FUNCTIONAL ENHANCEMENTS

Capabilities to support Crews including Crew types and a Crew application Service Addresses for Assets & Locations Public Map API and Application Designer for the Map Control (Google,

Bing, ESRI) Introduce Log tab in Quick Reporting, PR and PO applications

IBM Install Manager for a consistent user experience across installation of IBM offerings

Automation of common configuration scenarios, such as middleware re-configuration, ID and password changes, and language deployment

Better installation and configuration help and progressive disclosure Enablement for future capabilities such as fix pack and hot fix deployment

Support for multiple tenants in a single environment A broad choice of supported technologies to best meet your requirements.

(Middleware/OS/Browsers) Scripting Enhancements

4Q 2014

Maximo Asset Management 7.6

Maximo Anywhere Roadmap

Maximo Anywhere 7.5 Anywhere v7.next

Maximo Maximo & TRIRIGA

Anywhere v7.nextDec 12, 2013 Q3 2014 (in beta) 1H 2015

Platform• Connected/Disconnected• Android OS (4.x +)• Barcode

Application Functionality• Maximo Basic Work Mgmt• Work List• View Details• Feedback• Actuals (Labor, Materials)• Work Log• Status Changes• Create new or follow up work orders

• Support for ESRI off-line Maps• Approvals app

Platform• iOS support (ver 7.x)• Application editor assistance(Dev persona)

Application Functionality• Maximo Additional Work Mgmt• Meters • Failure hierarchies• Attachments

• TRIRIGA Work/Task Mgmt• Work List, status, and feedback • Barcode scanning and attachments• Offline maps

•The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development,

release, and timing of any features or functionality described for our products remains at our sole discretion. .

Platform• Windows OS support• Add’l mobile app config. Tooling• App admin assistance (query, and role mgmt)• RFID & GPS Support

Application Functionality• Maximo• Inventory & Asset Mgmt bundles• Specifications• Application enhancements• Add’l map functions & resource location

awareness• Inspections• Industry Solutions

• TRIRIGA• Space Audits• Workplace Reservations• Inspections• Assessment• Punch list

Maximo & TRIRIGA

IBM Maximo Scheduler 7.5.2

Support for optimization models, automated labor and crew assignment

A new approach to Workforce Management

Embedded engine delivers objective based optimization models

Scenario based work planning

Graphical crew management capabilities

Optimized spatial scheduling for reduced crew windshield time

Replaces the need for pure planning and scheduling tools

Effective resource utilization through optimized work schedules

Improves the ability to respond quickly to emergency situations

Interconnect 2015Call for papers opened August ….

Dave GasdiaMaximo

Strategy & Product

Management

DaveCalvert

Everyplace, Mobile,

Anywhere

Kim WoodburyMaximo, Pricing & Licensing

Chris RobinsonTririga EnergyOptimization,

Maximo ACM &Transportation

Terry RayNuclear,Utilities,

Oil & Gas, HSE

Dan MatlisLife Sciences,

Healthcare,Essentials

Paul LaceyTRIRIGAProducts

Lisa StucklessUtilities,

Dispatching,Spatial/MapsCompetitive

Kawon ParkMaximo Service

Provider

Vikul BantaMaximo

Scheduler, Trellis DCIM

Greg KnowlesDevice & AssetConnectivity,

Internet of Things

Pete KarnsSI

DirectorStrategy &

ProductManagement

Cher NicastroTRIRIGA

Strategy &Product

Management

Andrew LeeMaximoSaaS

Stan TimsAnalyticsMaximo

Inventory Insights

Contact for:

• Product Information

• Pricing & Licensing questions

• Product Roadmap

• When you don’t know who else to ask…ask Product Management

Smarter Infrastructure Strategy & Product

Management Team

Maximo Mary’s

Microphonewww.maximomary.com

*Asset & Facilities Management

Blog

www.servicemanagement360.com/category/

asset-and-facilities-management/

Asset Management Connectwww.ibm.com/developerworks/servicemanage

ment/am/index.html

TwitterTM @ibmassetmgmt and @maximomary

Asset & Facilities Management

LinkedInTMhttp://ow.ly/18mpS

Asset & Facilities Management on

YouTubeTMhttp://ow.ly/18hhU

Asset & Facilities Mgmt on

FlickrTMhttp://www.flickr.com/photos/38458067@N08/

Stay in touch, in tune, in syncLeverage the online community for daily updates, real-time hot

topics and social networking

Thank you…

Questions?

www.mxuga.orgwww.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

www.mxuga.org

Koos Kunneke – MMIS Analyst

2014-09-10

Capture Right Actuals and PCRA for

effective analysis

Contents

• Capture Actuals and Analysis

• Capture Failure Codes and Analysis

Capture Actuals

• Technician to mark each Activity with action and sign

• Technician to sign declaration and add labour times

• Supervisor to counter sign work order before submitting

• Most equipment is safety critical

Capture Actuals

Capture Actuals

Capture Actuals

Actual Analysis – Time Booked

Actual Analysis – Total Work Orders

Job Plan Analysis

Contractor Reaction and Repair Time

Contractor Reaction and Repair Time

Some of the benefits

• Motivation for more teams

• Motivation for more people

• Justification of current teams and people

• Contractor contract management, transfer penalty

• Identifying problems

Problem, Cause, Remedy, Attribute

Maximo Failure Reporting

Failure Codes

Operator Related Problems

Component Faults

Some of the Benefits

• Identify areas Engineers need to focus on

• Identify pilot site for software upgrade and monitor

• Identify problems caused by Operator, transfer penalty

Questions

Material kindly made available by J Kurkowski © 2014 IBM Corporation

ISO 55000 Asset Management Standard What it is and what it can do

Trevor Roberts

September 2014


There was Publically Available Standard 55…and

PAS 55

We have International Standard Organization

55000…

ISO 55000

In the Beginning…

In 2014…

International Infrastructure Management Manual

IIMM


Ma

turity

Tre

nd

s

1970 1980

New Principles

PdM / TPM

Inventory

Procurement

Measurements

1990

Computer Based

Maturing EAM SW

Planning/Scheduling

Integration of PdM

C-Level Attention

ERP’s

2000

Process Focused

PAS55 emergence

Lifecycle awareness

RCM

2010

Maturity Advancement

EAM Solution acquisitions

Assessments / PAS 55

Industry Solutions

Using SW effectively

2015 and beyond…

Technology Integration

ISO 55000

Asset Convergence

Cloud / SaaS

Mobile

Analytics

Lets take a historic look at maintenance maturity over several decades

Evolution

Manual Based

Paper Work Orders

Reactive Focused

Frequency Based PM’s

Necessary Evil

Absence

Evolving

Advanced

Proficient

Cognizant

Source: IBM EAM Body of Knowledge and IBM’s ISO 55000 Maturity Rating Scale


Today industries are often faced with similar pressures and challenges

Real Estate and Facilities Plant and Production

Mobile Assets

Infrastructure

Information Technology

Ageing and underperforming assets

Competitive environment

Poor reliability and utilization

Shareholder expectations

Capital constraints

Outsourcing / new business models

Environmental / green agenda

Security and safety pressures

Technology changes

Overhead costs

Globalization


Those challenges are faced by people; they often ask, “How can I…”

CEOs

CIOs

COOs

CFOs

Maintenance Leaders

Procurement Leaders

IT Leaders

Inventory Leaders

…become world class with more efficient

and cost-effective operations?

…obtain more intelligence

about the condition of our

assets?

...transform our relationship

with our suppliers?

…know if we have the

“right” assets and

inventory ?

…reduce unplanned outages?

… improve customer feeback

…ensure compliance with

regulators?

…implement best practice

organization and processes across

the enterprise to improve the

productivity of our field-force?

…reduce total cost of

ownership over the

asset lifecycle?

…improve reliability and

safety performance?

…Make more timely

decisions


Asset Management Fundamentals

Lifecycle: From conception to disposal and post-disposal liabilities.

Value: Do not focus on the asset but the value it brings to the organisation.

Alignment: Asset decisions shall enable the achievement of organisational objectives.

Leadership: Management commitment is essential for successful implementation.

Assurance: Processes to ensure that the asset will fulfil its intended purpose over its life cycle


Where does one begin with so many questions and complexities ?

Framework

A structured frame of reference to

get organized and address your

asset management needs … ISO 55000

An International Standard


Asset management compared to asset management system

Managing the organization

Asset Management

Asset Management

System

Asset Portfolio

Assets that are within the scope of the asset management system

Set of interrelated or interacting elements to

establish asset management policy, asset management objectives and processes

to achieve those objectives

Coordinated activity of an organization to realize

value from assets

Source: ISO 55000 Document | Asset management — Overview, principles and terminology 1/2014


PAS 55 Categories

What are the Fundamentals of the ISO 55000 Standard ?

Interna onalOrganiza onforStandardiza on

Source: ISO 55000 Document b Asset management — Overview, principles and terminology

Assets exist to provide value to the organization and its stakeholders.

Asset management translates the organizational objectives

into technical and financial decsions, and activities

Leadership and workplace culture are determinants of realization of value.

Asset management gives assurance that assets will fulfil their required

purpose.

Value

Leadership

Alignment

Assurance


PAS 55 Categories

What can the use of this standard do for any enterprise?


“The fundamentals of asset management and the supporting asset management system introduced in this International Standard, when integrated into the broader governance and risk framework of an organization, can contribute tangible benefits and leverage opportunities.”

Source: ISO 55000 Document | Asset management — Overview, principles and terminology



Source: ISO 5000 Document- Asset management — Overview, principles and terminology 1/2014

a) improved financial performance: improving the return on investments and reducing costs can be achieved,

while preserving asset value and without sacrificing the short or long-term realization of organizational objectives;

b) informed asset investment decisions: enabling the organization to improve its decision making and effectively balance

costs, risks, opportunities and performance;

c) managed risk: reducing financial losses, improving health and safety, good will and reputation, minimizing environmental

and social impact, can result in reduced liabilities such as insurance premiums, fines and penalties;

d) improved services and outputs: assuring the performance of assets can lead to improved services or products that

consistently meet or exceed the expectations of customers and stakeholders;

e) demonstrated social responsibility: improving the organization’s ability to, for example, reduce emissions, conserve

resources and adapt to climate change, enables it to demonstrate socially responsible and ethical business practices and stewardship;

f) demonstrated compliance: transparently conforming with legal, statutory and regulatory requirements, as well as

adhering to asset management standards, policies and processes, can enable demonstration of compliance;

g) enhanced reputation: through improved customer satisfaction, stakeholder awareness and confidence;

h) improved organizational sustainability: effectively managing short and long-term effects, expenditures and

performance, can improve the sustainability of operations and the organization;

i) improved efficiency and effectiveness: reviewing and improving proccesses, procedures and asset performance can

improve efficiency and effectiveness, and the achievement of organizational objectives.

“Typical benefits of an asset management system to ISO 55 000


Relationship between key elements of ISO 55000.

Organiza onalplansandOrganiza onalobjec ves

Implementa onofassetmanagementplans

Assetmanagementpolicy

Assetpor olio

StrategicassetmanagementPlan(SAMP)

Assetmanagementobjec ves

Performanceevalua onandimprovement

AssetManagementPlans

Plansfordevelopingassetmanagementsystem+

relevantsupport

Assetmanagementsystem+relevantsupportelements

Stakeholderandorganiza oncontext


Note: The grey highlighted box

Designates the boundry of the Asset management system



What are the main focus areas for ensuring success from ISO 55000?

• Develop organizational objectives at the enterprise level crossing all boundries Organization

• Top management involvement is paramount Leadership

• An approved and formally documented Strategic Asset Management Plan (SAMP) is required to guide the enterprise Planning

• The asset management system will require collaboration and coordination among many parts of the enterprise Support

• Risk assessment, control and managing change is an important in operating an asset management system Operation

• Effective asset data management and the transformation of data to information is crucial Evaluation

• Apply root cause analysis to all nonconformaties Improvement


• Use an intergated management systems approach 2.6 Primary

© 2014 IBM Corporation

IBM ISO 55000 Point of View and Maturity Scale

Version 0.2

Q1 2014

Using the standard to reach your asset management maturity


Organiza on

Leadership

Planning

Support

Opera on

Evalua on

Improve

Organization 4.1 Understanding the organization and its context

4.2 Understanding the needs and expectations of Stakeholders

4.3 Determining the scope of the asset management system

4.4 Asset management system

ISO 55000

Leadership 5.1 Leadership and commitment

5.2 Policy

5.3 Organizational roles, responsibilities and authorities

Planning

6.1 Actions to address risks and opportunities for am system

6.2 Asset management objectives and planning to achieve them 6.2.1 Asset management objectives

6.2.2 Planning to achieve asset management objectives Support

7.1 Resources

7.2 Competence

7.3 Awareness

7.4 Communications

7.5 Information Requirements

7.6 Documented information 7.6.1 General

7.6.2 Creating and updating

7.6.3 Control of documented information

Operation

8.1 Operational planning and control

8.2 Management of Change

8.3 Outsourcing

Evaluation 9.1 Monitoring, measurement, analysis and evaluation and nonconformities

9.2 Internal Audit 9.2.1 Internal Audits

9.2.2 Internal Audit Programmed(s)

9.3 Management review

Improve 10.1 Nonconformity and corrective action

10.2 Preventive action

10.2 Continual improvement

m ISO 55000 Organization Lifecycle ModelTM


IBM’s approach to asset management is also cyclic by design

Understand how mature a Cleint’s P3’s are based on the ISO 55000 standards

Understand the Asset Classes of clients business and their unique requirements

Clients crititcal asset lifecycle strategies for reliability, enterprise costing and repair/replace decisions

AssetManagementApproach™m


A Asset

Classes

Organiza on

Leadership

Planning

Support

Opera on

Evalua on

Improve

ISO 55000

Plan

Design

Acquire

Operate

Maintain

Modify

Re re

Asset Lifecycle

Strategy

IBM’s approach to asset management is also cyclic by design

Asset Management Approach™

Organization Maturity

Asset Class Requirements Asset Lifecycle Strategies

Understand how mature clients P3 ‘s are based on the the ISO 55000 standards

Identify the Asset Classes that are core to the clients business and their unique class requirements

Learn about the clients critical assets, if they are aligned to the enterprises financials and their repair / replace decision processes


We measure maintenance maturity with our IBM ISO 55000 maturity

model™

Absent

Cognizant

Evolving

Proficient

Advanced

There are five levels of maturity from Absent to Advanced

We use the commonly known three color scale to Indicate compliance to indices and maturity progression


ISO 55000 Asset Management Maturity Model Definitions

Cognizant Absent Advanced Proficient Evolving

Level 1 Level 2 Level 3 Level 4 Level 5

Learn Apply integrate Optimize Advance

The elements required by PAS/ISO standards are not in place. The organization is in the process of gaining an understanding of PAS55 / ISO55000 standards

The organization has a basic understanding of the PAS/ISO standards. It is in the process of confirming and prioritizing the elements that will be applied and is in the early stages of applying some of them.

The organization has a good understanding of PAS / ISO standards. It has decided how the elements elements will be integrated into their organization / enterprise and they can evolve their business culture to profiency in their use

A major percentage of PAS / ISO standards are in place and are integrated and applied. Only minor inconsistencies may exist but are being addressed. They are profiecient in the use of the standarsd and processes in place

Fundimentally has all PAS/ISO applicable standards in place. The use of some processes and approaches go beyond the requirements of PAS55 / ISO55000. and are considered Advanced. Pushing the boundaries of Asset Management to develop new concepts and ideas.

Absence Cognizance Evolvution Proficiency Advancement

Absent

Cognizant

Evolving

Proficient

Advanced


m ISO 55000 Asset Management MaturityTM Time and Effort Model

Advancement

Proficiency

Absence

Cognizance

Evolvution

TIME

EFFO

RT

Level 1 Level 2 Level 3 Level 4 Level 5 Absent Cognizant Evolving Proficient Advanced

Learn Apply integrrate Optimize Innovate

Mo

re

Less

1-5 Years

Absent

Cognizant

Evolving

Proficient

Advanced

Material kindly made available by J Kurkowski © 2014 IBM Corporation © 2013 IBM Corporation 22

Questions or Discussions

EAM Body of Knowledge


Trevor Roberts

Director Vetasi

ISO 55000 Thought Leader

Facilities Management

Maintenance Consulting

Office: +27 12 348 4617

Mobile: +27 82 651 7610

Email: [email protected]

Contact

IBM Maximo Usergroup

Africa

“Where users empower users”

Maximo User Group - Africa

The Maximo Usergroup Africa (MxUGA ) is a key integration platform where Maximousers can present African industry challenges, share Maximo best practices , brainstorm solutions while guiding Maximo future developments to deliver African flavoured Maximo solutions to address current industry burning issues which could lead to solving global industry challenges.

The MxUGA represents the following industry groups ie

Utilities

Mining and Manufacturing

Oil and Gas

Transport

Governments Organisations

Facilities Management

throughout Africa and that user base and wealth of knowledge and skills exchange information is vital for the success of Maximo on this continent.

MISSIONThe Mission of the Maximo User Group Africa (MxUGA) is aimed towards providing a forum for users to exchange information, methods , learnings and experiences.

This exchange of information is designed to result in the fullest potential use of Maximo's capabilities.

OBJECTIVES• Provide information directly from IBM Maximo Asset Management

(IBM Maximo) on technology, usage and developments.

• Provide user experiences concerning the application of Maximo, development of databases.

• Provide a Maximo support network to exchange information and knowledge with other users.

Mission & Objectives

24 in North America

1 in Latin America

3 in EMEA

11 in APACThe Asia-Pacific region

generally includes: Australia; Brunei;

Cambodia; People's Republic of China. Hong Kong;

Macau. Fiji; Indonesia; Japan; Kiribati;

North ...

On the Tivoli User Community, we have - 51 Maximo user groups. - 12 Global (Virtual User Groups)

Why you should join

• Influence direction of Maximo enhancements and development roadmap

• Improve functionality of the Maximo EAM application

• Create focus on the specific industry sector you support

• Access to expert community within IBM

• Global Access to client side industry specific expertise

• Collaboration and sharing

• Input into meetings and Pulse Interconnect 2015 conference

MxUGA Steering Commitment

… Our success will rely on the level of

input and commitment from the

Africa Maximo community otherwise

the MxUGA future will be cooked…

Usergroup Roadmap

Signoff

Usergroup

Charter

Establish the UsergroupInternational Presence and build Networks

Kickoff Bi Monthly Steerco – phased Quarterly Meetings

- Events review and Learnings

- Finalise the 2014_15 Events Calendar

- Finalise prioritised focus Areas

- Product Updates and Suggestions

Embed the MxuUGA on the Continent and grow independence ie funding models

- Annual Conference

- Integrate with Pulse Connect

- Integrate with other International Conferences

- Distributect

- Power Gen

- Mining Week

Re - Establish Usergroup

and Steering Membership

MxUGA Steering Committee

Aumkar Sukhoo Energy Industry Representative (Chairperson)

Grace Chileshe Oil & Gas Industry Representative (Co-Chairperson)

Judy Wessels Information Technology (Webmaster)

Taryn Murphy Manufacturing (Public Relations Officer)

Daryll Jacobs Manufacturing

Charel Marais Energy Industry Representative

Cheryl Tanga Energy Industry Representative

Koos Kunneke Transportation Industry Representative

Jaco J. Ludick Municipality Industry Representative

How to contact us

The link for the MxUGA website is

www.mxuga.org

http://www.mxuga.org/

Thank You

Any Questions ?