FacilitiesandAssetManagement.ppt
- 1. © 2015 IBM Corporation Business Connect 2015 Andrew Meme – Offering Manager Analytics Facilities and Asset Management
- 2. © 2015 IBM Corporation 2 Trends: Internet of Things (IoT), Analytics, Mobility, Standards The number of connected devices is exploding ARC Advisory Industrial IoTs for Connect Assets New interest in Asset Management Standards ISO 55000/PAS 55 Advanced analytics available today Mobility take center stage
- 3. © 2015 IBM Corporation 3 Industry Leaders Use EAM to gain a Competitive Advantage Increased Asset performance drives reliability Contributes to the bottom line Optimized Inventory Enterprise Asset Management is critical in asset intensive organizations 100% Current Maintenance & Operations Budget Leaders Laggards Strategic Change Capacity CAPEX Decrease 3-7% Increased Production 8-15% Annual Operating Cost Savings Avg 10-25% CAPEX Asset Utilization Unplanned Downtime (reactive spend) Labor Costs (operations and maintenance) Liberated funding for transformation investment or direct saving Unplanned Downtime Labor Costs MRO Inventory (2-3 turns) MRO Inventory (<1 turn) Deployment (1-time) CAPEX (extend asset life) Asset Utilization
- 4. © 2015 IBM Corporation 4 Asset Management: Addressing Challenges to Drive ROI ROI & Value for Client Risk and Compliance Management • Regulatory compliance • Health Safety & Environment Operational Excellence • Best Practices • Reliability Business Agility • Process Standardization • Ability to Adapt Business Alignment • Investment Accuracy • Supporting Strategic Goals System Consolidation • One version of the truth • Cost and Complexity Business Scenarios ROI Points Customer Example: Transportation Industry Labor Utilization Up 10-20% • A major US railroad saved US $5M by better tracking labor to specific work Asset Utilization Up 3-5% • A large OEM reduced overhaul process time from 56 days to 21 days Equipment purchases Down 3-5% • A fleet management company saved US $9.5M by meeting 100% availability with less Warranty recoveries Up 10-50% • A consumer products company with a medium size fleet increased warranty recovery 50% Plant Downtime Down 5-20% • Power generation utility 5% reduction in planned overhauls and eliminated 5% of forced outages saving $4.6M annually. Inventory needs Down 20-30% • A large passenger railroad was able to identify US $18M in excess or obsolete inventory Inventory carrying costs Down 5-20% • A railroad reduced saved US $1.8M impacting financing, insurance, handling, overhead, etc. Material Costs Reduced 10- 50% • A rail maintenance service company reduced costs 20% by optimizing material purchases Purchasing labor Reduced 10- 50% • A fleet management company reduced purchasing staff by 20%
- 5. © 2015 IBM Corporation 5 EAM provides enterprise level visibility across functional departments. IT Managers can see how to streamline inventory and resources across the organization Contract Managers can see asset related contracts; negotiate vendor T&Cs and monitor supplier performance Financial Managers can see the entire inventory and analyze return on assets for financial reporting Maintenance Managers can see job plans enabled by availability of information to increase asset capacity Field Technicians can see work assigned to them and capture critical data about assets in a mobile device Compliance/Risk/ Governance can see asset detail to ensure regulatory compliance and mitigate risk Planner and Schedulers can see availability of their workforce and use graphical tools to make assignments; Purchasing Managers can see costs and orders enterprise-wide for price comparisons, discounting, standardization and order tracking Operations Managers can see asset conditions in sufficient detail to improve asset utilization & performance Executives have visibility and control across the organization through common systems enabling better business decisions
- 6. © 2015 IBM Corporation 6 Enterprise Asset Management – Maturity Model EAM is Cost Focused EAM is An Investment
- 7. © 2015 IBM Corporation 7 Work Management Modules • Assignment Manager • Job Plans • Lock-Out/Tag-Out • Labor Tracking • Preventive Maintenance & Master PM • Qualifications • Safety • Service Items and Requests • Tools/Crafts WORK MANAGEMENT ASSET MANAGEMENT Asset Management Modules Condition Monitoring Failure Codes Locations Meters and Meter Groups SUPPLY CHAIN Inventory Management Modules Item Master, Storerooms Inventory, Inventory Usage Condition Codes Tools, Stocked Tools Service Items Procurement Management Modules Desktop Requisitions Purchase Requisitions Purchase Orders Receiving & Shipment Receiving Request for Quotation Companies Company Master Contract Management Modules Labor Rate Contracts Lease/Rental Contracts Payment Schedules Purchase Contracts Warranty Contracts Terms and Conditions
- 8. © 2015 IBM Corporation 8 PLANNING and SCHEDULING Planning and Scheduling Modules • Scheduler • Graphical Assignment HEALTH, SAFETY and ENVIRONMENT HSE Modules Operations Control of Work Investigation and improvement Change Management Compliance Knowledge Management MOBILITY Maximo Mobile Work Management Asset Management Inventory Management Maximo Anywhere • Work approvals • Map access • Failure Reporting • Meter Management ANALYTICS Inventory Insights Key Performance Metrics BIRT Reporting Maximo Business Intelligence
- 9. © 2015 IBM Corporation 9 Maximo Asset Management Industry Solution Model for Maximo - addressing industry & client requirements, reducing configuration and improving overall time to value Industry Solutions Customer Configuration Oil & Gas Industry Utilities Industry Nuclear Industry Transport Industry
- 10. © 2015 IBM Corporation 10 Maximo Asset Management Maximo Oil & Gas Industry Solution Industry Solutions Customer Configuration Operations Management • Operating Policy • Operating Procedures • Operators Logbook • Production Reporting / Log • Downtime Reporting • Drilling & Completions Change Management • Change Request • Management of Change • Standard Actions / Groups • Technical Authorities • After Action Review Risk Management • Hazard / Risk Register • Risk Modeling • Risk Assessments • Permits & Certificates • Permit to Work Investigation Management • Investigations • FMECA Analysis • RCFA Analysis • Five Whys Analysis • Action Tracking Knowledge Management • Knowledge Capture • Information Bulletins • Lessons Learned • Solutions Compliance Management • Audit & Survey • Regulatory Compliance • Conformance Management • Corrective & Preventive Action MRO Supply Management • Contract Management • Purchasing • Inventory Management • Warranty / Claim Processing • Receiving / Inspections • Invoicing Asset Management • Location Register • Asset / Equipment Register Work Management • Work Prioritization • Condition for Work • Job Planning • Work Orders • Work Execution Integration Products • To complex scheduling requirements. • To ERP systems – SAP, Oracle, etc. • To EDM systems – Filenet, etc.
- 11. © 2015 IBM Corporation 11 Maximo Asset Management Maximo Utility Industry Solution Industry Solutions Customer Configuration Crew Management • A collection of resources working together, skills, crafts, qualifications, labor and specific people, vehicles and tools Smart Meters as Assets • Asset lifecycle management for revenue meters including bulk receiving and transfer Revenue Meter Sampling • Sample templates and random sampling support for meters required – regulators, report status and store test results Meter Alarms / Condition Monitoring • Web service to capture specific meter alarms such as tamper or low battery – to launch work order to investigate CU Estimating & Compatible Units Library • Design standards for construction estimates, comparison and selection • Construction estimating standards Maximo Spatial Asset Management • GIS Integration Integration Products • To complex scheduling requirements. • To ERP systems – SAP, Oracle, etc. • To EDM systems – Filenet, etc. Integration Framework ISM - SDK • Integration SDK type support downloadable, as is, from the ISM Library to assist with: Mobile Work Force Management integration, Graphical Design Tool integration, Fixed Asset integration for unitization Task Prerequisites • Supports administrative work requirements identifying predecessor and successor relationships to required work order tasks such as an occupancy permit prior to energizing the site Regulatory Tracking and Support – NERC/CIP • Asset identification as Critical Infrastructure or relationship to regulations. Work can be tracked as job plans supporting regulatory requirements and inspections on all related assets. Sabotage of any asset can also be identified. Map in Maximo • Map tab for assets, meters, locations, work orders, service requests Auto Locate and Create • Find assets, locations, WO’s and SR’s on a map to understand proximity and context Polygon Selection Sets • Draw a specific polygon on a map and select actions, create WO’s and inspections Redlining Support • Map redline draw tools supporting export, imports and query by attributes
- 12. © 2015 IBM Corporation 12 Maximo Asset Management 12 Maximo Transportation Industry Solution Industry Solutions Customer Configuration Inventory • Position codes • Count books Alerts • Maintenance alerts • PM alerts • Warranty alerts Asset Information • Asset alias • Asset history • Condition monitoring • Consist management • Licensing & insurance • Axle configurations • Specifications & vehicle data Campaigns • Campaign setup • Progress status Labor • Assignment manager • Labor certification Integration Products • To complex scheduling requirements. • To ERP systems – SAP, Oracle, etc. • To EDM systems – Filenet, etc. Work Management • Mechanic work order • Recent & repeat repairs • Repair orders • Inspections & servicing • Tire & wheel management Fuel Management • Fuel record • Fuel tank monitoring • fuel transaction import Meters • Meter adjustments • Meter change out • Meter import • Meter history • Primary meter • Unlimited meters Telematics Data • Telematics data management Warranty • OEM warranties • Part warranties • Warranty tracking & recovery Reporting & Analysis • Drivers log • Industry reports & KPIs • Life cycle costing • Log segments & problems
- 13. © 2015 IBM Corporation 13 Real estate & facilities managers had different questions in the past How do I consolidate disparate solutions into a single source of truth? Will my solution be flexible enough to adapt to future requirements? How do I make my departments more efficient? How do I help my few power users, while making my department heads better decision makers? How do I install this solution within my IT department’s infrastructure? Can I integrate with my finance and ERP systems? Who will I turn to, when something goes wrong? 13 Integrated Workplace Management Solutions (IWMS) A flexible, web-based platform that can be configured with no code Collaboration that reflects your way of doing business A single source of truth that pushes reports and KPIs to key people On-premise installation on powerful servers Interoperability is a must-have and not an option My IT shop and my implementation team
- 14. © 2015 IBM Corporation 14 The paradigm has advanced and shifted today How do I make sense of all this data and optimize performance? What can I do to make my system more user-friendly? How do I ensure a return on my assets (ROA)? How do help many infrequent, casual users and top level executives at the same time? How do I reduce IT costs and risks by putting this thing in the cloud? Can I integrate with sensors and meters and other things to get better data? Who are the experts that I can turn to in order to ensure success?
- 15. © 2015 IBM Corporation 15 IBM responds uniquely with unparalleled value How do I make sense of all this data and optimize performance? What can I do to make my system more user-friendly? How do I ensure a return on my assets (ROA)? How do help many infrequent, casual users and top level executives at the same time? How do I reduce IT costs and risks by putting this thing in the cloud? Can I integrate with sensors and meters and other things to get better data? Who are the experts that I can turn to in order to ensure success? Cognitive analytics that require minimal training Simple forms that adapt themselves to your device types Performance management is no longer just an option Subscription-based licenses provide flexibility to many user types Technology must be cloud-based by its very nature The Internet of Things (IoT) provides massive opportunities to connect Business analysts are as critical as implementation teams
- 16. © 2015 IBM Corporation 16 Asset Reliability Asset Performance Maintenance Efficiency Safety • Asset conditions indicate potential failures • Maintenance can be scheduled prior to failure, reducing downtime • Reduces chance of collateral damage • Asset conditions indicate degrading performance • Maintenance can be scheduled to improve throughput IoT enabled Condition-based Maintenance keeps assets operating at peak performance! • Maintenance is performed only when needed • Advanced warning enables better scheduling of maintenance • Reduced overtime for service personnel • Minimizes catastrophic failure which could cause injury IBM Maximo Operational Assets Instrument Directly over the Internet or through gateway IBM IoT Platform + Secure, reliable, real-time • Data from equipment can be delivered securely • Guaranteed delivery of information
- 17. © 2015 IBM Corporation 17 IoT makes organizations more competitive • TRIRIGA Vision & Strategy Improving Operations Accelerating Innovation How to deliver better end-user experience with better results through IoT Improving Engagement Presence-Based RE Optimization Building Energy Optimization Social Collaboration Building Information Modeling Perceptive Applications Employee Mobility Cloud Solution Delivery Cognitive Search IoT Condition-Based Maintenance Predictive Maintenance
- 18. © 2015 IBM Corporation 18 REFPM Challenge: Transition from building design and construction to operation and maintenance requires time- consuming and costly integration of critical information. Management seeks to use this information in a wide range of applications, used by a wide range of users. Offerings • TRIRIGAFacilities, Operations, Projects • TRIRIGAConnector for BIM • Autodesk Revit Solution: TRIRIGA Connector for BIM BIM drives efficiency in workplace management TRIRIGA Vision & Strategy Provides shared information across facility design, construction and operations Facilities Operations: BIM stores detailed 3D geometry and extended attributes of every aspect of a building’s composition. This linked data between systems and people increases efficiency of project execution, facility design, and maintenance operations Benefits to People: • Integrates with the 3D BIM to make space planning faster and more efficient • Presents extended asset details from the BIM for maintenance technicians • Shows task details in context of an accurate 3D model for technicians • Extracts accurate procurement data directly from the BIM for project managers
- 19. © 2015 IBM Corporation 19 REFPM Challenge: Real estate and facilities management consists of hundreds of business processes, ranging from simple to complex. Regardless of the number or complexity, organizations face the problem of how to employ advanced functionality quickly and easily to address all of them. Offerings • TRIRIGAwith HTML5 • TRIRIGAwith Google Polymer The Asset: Some organizations prescribe unique and sometimes complex processes to manage their real estate and facilities operations. Systems must provide the ability for management and staff to use them efficiently and easily. Solution: Perceptive Applications Saves time with Perceptive web applications Benefits to People: • Reduces training for occasional users. • Generates quick, easy reports and views for executives, anywhere, from any device. • Boosts end-user satisfaction with system. Simplifies the end-user experience and accelerates time-to-productivity TRIRIGA Vision & Strategy
- 20. © 2015 IBM Corporation 20 REFPM Challenge: Mobility has become central to integrated real estate and facilities management. Not only are people mobile, the assets themselves are mobile. The challenge is how to match both for requesting, using and managing the wide range of space. Offerings • TRIRIGAAnywhere, “Shift” • FieldFLEX, ValuD, eCIFM, Whitesmiths, The Asset: Mobile assets include the physical assets, which may be stationary or mobile, and the people who management them, who may be stationary or mobile. All four scenarios are situations which represent opportunities to increase ROA. Solution: Mobile TRIRIGA Mobilizes a wide range of users for a wide range of needs Benefits to People: • Supports the wide ranges of mobile devices that users use. • Provides critical information while users travel, or while . stationary. • Works on-line or off-line. Optimizes team productivity and system adoption TRIRIGA Vision & Strategy
- 21. © 2015 IBM Corporation 21 REFPM Challenge: IT organizations are taxed beyond ability and experience to support the unique requirements of real estate and facilities management. The REFM departments face challenges in IT responsiveness and how to address user-unique requirements. Offerings • TRIRIGASaaS • IBM Softlayer The Asset: Organizations need the power of software and do not want to invest in “shelfware”. TRIRIGA in the Cloud ensures flexible software provisioning and provides all required functionality quickly and on- demand. Solution: TRIRIGA in the Cloud Provisions users on an as-needed, on-demand basis Benefits to People: • Delivers only the required functions as needed, at the lowest cost for IT departments. • Delivers to REFM department staff the applications only when required. Accelerates system deployment and employee time-to-productivity TRIRIGA Vision & Strategy
- 22. © 2015 IBM Corporation 22 REFPM Challenge: Massive amounts of data are generated on a minute-by-minute basis. Making sense of it all can be overwhelming. Through simple, natural language questions with the power of cognitive analytics, one can quickly see trends and how to respond as never before. Offerings • WatsonAnalytics • Cognos TM1 • SPSS The Asset: Real estate and facilities management organizations generate an immense amount of data. New tools now exist to harvest the value, which is key to improving performance across the entire real estate and facilities portfolio. Solution: Watson Analytics for TRIRIGA Cognitive analytics makes sense of big data Benefits to People: • Provides occasional systems advanced analysis to occasional users with little required training or help. • Generates flexible, actionable information and for executives’decisions. Uncovers trends and ways to improve ROA in previously unimaginable ways TRIRIGA Vision & Strategy
- 23. © 2015 IBM Corporation 23 REFPM Challenge: Today’s assets commonly contain a wide range of sensors and meters to improve ability to monitor condition. The acquisition and interpretation of this data to address concerns quickly and clearly requires a new approach to maintenance. Offerings • TRIRIGAOperations • MessageSight • WatsonAnalytics The Asset: The physical assets, along with the data from sensor-enabled assets can provide critical, timely information for maintenance condition analysis, problem detection and rapid issue resolution. Solution: TRIRIGA IoT Condition- Based Maintenance Generates real-time metrics for real-time diagnostics Benefits to People: • Highlights areas of concern for asset health by range of threshold. • Pinpoints maintenance focus for technicians. • Improves capital planning for Finance organizations. Reduces time-to-diagnose, time-to-resolve and time-to-repair TRIRIGA Vision & Strategy
- 24. © 2015 IBM Corporation 24 REFPM Challenge: Assets are interconnected and interdependent. If one fails, others fail as a consequence. Reducing the down-town of one reduces the down-time of many. Being able to predict failures and proactively preventing them means higher return on assets (ROA). Offerings • TRIRIGAOperations • MessageSight • WatsonAnalytics The Asset: Buildings are composed of many different assets and systems, and many, many more possible points of failure. Data from sensor-enabled assets can provide critical, timely information for maintenance optimization. Solution: TRIRIGA Predictive Maintenance Anticipates asset failure, prevents failure Benefits to People: • Highlights trends in mission-critical asset health for maintenance staff. • Prescribes optimal preventive maintenance schedule for planners. • Improves capital planning for Finance organizations. Reduces costly emergency expenses and down-time, increase productivity TRIRIGA Vision & Strategy
- 25. © 2015 IBM Corporation 25 IoT Challenge: We need to increase the utilization of our real estate and facilities, but lack an understanding of concentration patterns, movement and usage by people in our facilities Offerings • TRIRIGAFacilities & Reserve • Presence Insights • WatsonAnalytics The Asset: Monitor people movement and concentration patterns to modify space layout and optimize use of real estate assets Solution: Real Estate Optimization Presence-based insights drives real estate optimization TRIRIGA Vision & Strategy Benefits to People: • Empower space planners • Reduce business unit costs • Help lease manager negotiate an increase or decrease in rent • Enable project managers to prioritize capital spend to ensure ROI Increase space utilization, increase rent revenue, reduce facility expense 25
- 26. © 2015 IBM Corporation 26 IoT Challenge: Building can consume an immense amount of energy. Instrumented buildings can provide actionable information for energy management, but connected those insights with operational applications and the people who use them requires a different type of integrated solution. Offerings • TRIRIGATREES • Building Management Center • Energy consulting services The Asset: Buildings represent a critical asset used by staff to perform the required work of the organization. Analytics-driven energy optimization of the buildings can provide an optimal work environment at reasonable cost. Solution: Real Estate Optimization Smarter buildings + smarter applications = energy savings TRIRIGA Vision & Strategy Benefits to People: • Reduces energy and energy-related costs for operations management • Streamlines continuous commissioning and building retrofits for project managers Increase space utilization, increase rent revenue, reduce facility expense
- 27. © 2015 IBM Corporation 27 REFPM Challenge: Organizations rely on both staff and service providers to increase reliable process completion and reduce costs for REFM. Service providers and staff change over time, and organizations require collaboration and operational history to improve efficiency, evaluate service agreement compliance, and benchmark performance Offerings • IBM ISM Library • Twitter, LinkedIn, others The Asset: Many of the real estate and facilities management assets, such as leases, maintenance schedules, space allocations and the like require in-time, collaboration, and include new information to reach an optimal decision quickly. Solution: IBM REFM Social Collaboration Benefits to People: • Provides a secure, accessible forum for sharing, collaborating and making important REFM decisions among staff. • Provides additional information not stored in TRIRIGAtoday. Social collaboration ensures superior outcomes Accelerates sharing of time-sensitive critical information for improving operations TRIRIGA Vision & Strategy
- 28. © 2015 IBM Corporation 28 Who uses Maximo? The largest asset intensive organizations in the world. 11 of the 12 largest PHARMACEUTICALS companies 7 of the 10 largest AUTOMOTIVE companies 8 of the 10 largest OIL & GAS companies 11 of the 20 largest diversified UTILTY companies 11 of the 12 major AEROSPACE & DEFENSE companies 9 of the 15 busiest AIRPORTS 6 of the 10 largest ENERGY companies
- 29. © 2015 IBM Corporation 29 Smart in Manufacturing: Improved factory efficiency, reduced maintenance costs and improved energy performance Michelin, France •70 plants in 18 countries •110,000 employees. •Standardized globally on Maximo •Reduced operating costs •Enhanced safety operations •Improved productivity • Accelerated knowledge sharing. Impact of Enterprise Asset Management Smart in Government: the ability to visualize infrastructure and analyze maintenance costs in the city of 120,000 residents City of Cambridge, Ontario, Canada •250,000 transportation, water, environment, & utilities assets •Using Maximo Scheduler and analytics to gain real results •USD 100,000 per year savings in staff time on capital forecasting •Reduced scenario and funding assessment time —from hours to minutes • Smart in Healthcare: Ensuring availability of critical assets including facilities, emergency rooms and medical equipment Academic Hospital Maastricht, Netherlands •395,000 patients and 4,700 employees •Availability of medical equipment critical to quality health care •Maximo ensures optimal maintenance of medical equipment and laboratory instruments
- 30. © 2015 IBM Corporation 30 SMART in Transportation Decreasing asset downtime to help keep operations running smoothly Bay Area Rapid Transit, San Francisco, USA •Accurately prioritize work and better manage labor •Reduced overtime and minimized service-affecting outages •Effectively plan inventory based on maintenance demands. Impact of Enterprise Asset Management Smart in Automotive: Integrated solutions to optimize information and create real-time visibility of key data General Motors, USA •One of the world’s largest automobile manufacturers •Implemented Maximo to support its global maintenance activities •Improved the quality of its data collecting and reporting processes globally Smart in Utilities: Sharing inventory and processes across the entire utility Southern Company, USA •43,000 MW of generating capacity •86 power plants serving 10 million people •Standardized business processes and procedures •Reduced restoration times •Cost avoidance during outages •View of inventory levels across the entire system.
- 31. © 2015 IBM Corporation 31 SMART in Education: Analytics embedded into asset management to keep critical campus and hospital systems running strong University of Tübingen, Germany 1000s of assets across multiple campuses and clinics, the university’s technical team needed to prioritize workloads •Using analytical models to guide technicians, for the hospital and the university as a whole •Increased productivity of technicians through more predictive maintenance practices Impact of Enterprise Asset Management Smart in HSE: Establish methodology to identify precursors and trends to improve site & organizational performance ENMAX Corporation, Calgary •Vertically integrated utility: manage electricity, natural gas, renewable energy with Maximo •700,000 customer sites throughout Alberta •Maximo HSE Manager adopted for Problem Identification & Resolution at ENMAX •formal process to improve personnel safety, plant and equipment reliability, Smart in Ports: Keeps maintenance costs low with smarter asset management Sociedad Portuaria Regional De Cartegena S.A. (SPRC) •SPRC, a port operator in South America, is using Maximo to help understand and predict the operating lifecycle of its assets. •96% uptime for critical port equipment with preventive maintenance •USD1.5 million yearly reduction in inventory costs