oil and gas 75 workshop ana paula brambila sep 2012

Maximo

© 2009 IBM Corporation

Product Overview

Maximo Oil and Gas 7.5

Maximo Oil & Gas


Agenda

� O&G - Product Overview

� Installation and Dependencies

� Description of O&G Main Applications

� Summary of Differences from O&G and HSE

� References

Maximo Oil & Gas


IBM Maximo for Oil & Gas

IBM Maximo for Oil & Gas helps manage assets, work and safety process related to O&G industry.

�IBM Maximo for Oil & Gas provides means for O&G companies to follow best practices to help improve the productivity and efficiency of their critical assets.

�Addresses the specialized needs of the oil & gas industry such as – failure codes, asset

specifications, location details, prioritization matrix, regulatory compliance, and condition for

work.

�Manages assets with a single approach.

�Manages each asset’s life cycle including acquisition, work management, inventory control, purchasing, and preventive maintenance.

Maximo Oil & Gas


Product Overview - Integrated operations and maintenance process architecture

DefectElimination

IncidentManagement

ServiceRequest

Condition Monitoring

Preventive Maintenance

OperationsManagement

ChangeManagement

Control of WorkInvestigations /Improvements

MaintenanceManagement

AssetManagement

MROSupply Chain

ComplianceKnowledge

Management

Operator Log

OperatingProcedures

Run Log

Loss Reporting

Drilling and Completions

ManagementOf Change

MOC Request

Hazards/Precautions

RiskMatrix

RiskAssessments

Permit / CertPlanning

Investigations

Continuous Improvement

After Action Review

Work Prioritization

Condition For Work

Job Planning

Work Orders

Scheduler

Locations

Assets

Linear Asset Management

MRO Contract Management

MROPurchasing

Inventory Management

Material Inspections

Invoicing

Regulations

Persons/Competency

Asset List

ActionTracking

Solution Search

Bulletin Board

LessonsLearned

Solutions

Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications

Integrated Operations and Maintenance Scheduling

Integrated Operations and Maintenance Reporting / Analytics

Operating Policy Non Conformance

Invoicing

Open, Standards Integration / Interoperability Framework

Enterprise Financials

CapitalProjects

EngineeringSystems

ProcessControl Sys

DocumentManagement

Geo-BasedSystems

RCFA/FMECA

Operator Tasks

Standard Actions/Groups

Maximo Oil & Gas


Integrated process

Maximo Oil & Gas


IBM Maximo for Oil & Gas Customer Update

� ADCO

� Zadco

� Bluewater

� SouthWestern Energy

� Petroci

� OMV

� Pasadena Refining

� Cornhusker

� NCRA

� Talisman Energy

� Centrica Storage

� Alinta

� PlusPetrol

� Sonatrach/Statoil/BP

� Takreer

� BG

� Sunoco

� Gulf Drilling

� Pharoanic Petroleum

� Atwood Oceanics

� CNRL

� BP

� Shell

� Placid Refining

� Pearl Oil

� Williams Production

� Flint Hills Resources

� Technip

� Burren Energy

� Korea National Oil Co

� Applied Petroleum Resources

� Repsol

� Taqa

� Williams Midstream

� FPCC

� Trilogy Energy

� Baker Hughes

� Skangass

� Petroamazonas

� Kuwait Oil Company

� ADWEA

� Mosaic

Note: Partial list of customers

Maximo Oil & Gas


Installation and Dependencies

Note: Partial list of customers

� Installation is carried out on top of Maximo in the same way as any other Add-On

� Make sure latest cumulative hot fixes are installed including those for other Industry Solutions to be installed.

� There are no additional hardware requirements for Maximo for Oil and Gas over and above standard Maximo requirements.

� Requires Maximo Asset Management 7.5.0

� Environments – fully supported on SQL Server, Oracle, DB2.

� Environments – fully supported on WebSphere and WebLogic.

� Environments – fully supported on same operating systems as standard Maximo.

Maximo Oil & Gas


Investigations / Improvements

DefectElimination

IncidentManagement

ServiceRequest




ChangeManagement



AssetManagement

MROSupply Chain

ComplianceKnowledge

Management

Operator Log

OperatingProcedures

Run Log

Loss Reporting


ManagementOf Change

MOC Request

Hazards/Precautions

RiskMatrix

RiskAssessments


Investigations


After Action Review

Work Prioritization

Condition For Work

Job Planning

Work Orders

Scheduler

Locations

Assets



MROPurchasing



Invoicing

Regulations

Persons/Competency

Asset List

ActionTracking

Solution Search

Bulletin Board

LessonsLearned

Solutions





Invoicing



CapitalProjects

EngineeringSystems

ProcessControl Sys

DocumentManagement

Geo-BasedSystems

RCFA/FMECA

Operator Tasks


Maximo Oil & Gas


Incidents (Oil)

� What is it?

– An application to record incidents occurring during plant operation and maintenance

� Use cases

– Failure of an isolation valve on a separator vessel causes a loss of containment. Standard operating procedures require an Incident to be raised and the cause of the containment incident identified

� Business Value

– Improved process safety management

Maximo Oil & Gas


Incidents (Oil)

Maximo Oil & Gas


Defects (Oil)

� What is it?

– A defect reporting and tracking application

� Use cases

– Operator notices a generator cooling system running hot at 40 degrees higher than design temperature. Is concerned that this could impact long term reliability of the generator and raises a

defect

� Business Value

– Drives enhanced maintenance and operational performance

Maximo Oil & Gas


Defects (Oil)

Maximo Oil & Gas


Investigations (Oil)

� What is it?

– Supports investigations of incidents or defects

– A problem may be the result of one or many incidents

� Use cases

– Could be initiated from an incident that requires further investigation into the cause of the incident

� Business value


– A mechanism for initiating the recording of lessons learned by an organization

Maximo Oil & Gas


Investigations (Oil)

Maximo Oil & Gas


Cause Analysis and FMECA

� What is it?

– Extensions to the existing Investigations application to support cause analysis and Failure Mode Effect and Criticality Analysis (FMECA)

� Use Cases

– Conduct a 5 Whys root cause analysis against an investigation

– Add a FMECA to an investigation

– Document a cause and effect analysis within Maximo

� Business Value

– Closely link analysis with follow up action

– Reduces need for additional specialist applications

Maximo Oil & Gas


Cause Analysis tab

Maximo Oil & Gas


Risk Matrices

� What Is It?

– Modelling of probability and consequences of events

– Configurable by severity – Safety, environmental, asset

– Works integrated with risk assessment application

� Use cases

– Models a company risk matrix to determine risk ranking

– A customer wants to drive priority of work based on probability of an event occurring and the consequences of the event eg RBI

� Business value

– Improves the accuracy and consistency of risk assessment by using pre-built matrices

– Leads to improved risk management

Maximo Oil & Gas


Sample Consequence record

Maximo Oil & Gas


Control of Work

DefectElimination

IncidentManagement

ServiceRequest




ChangeManagement



AssetManagement

MROSupply Chain

ComplianceKnowledge

Management

Operator Log

OperatingProcedures

Run Log

Loss Reporting


ManagementOf Change

MOC Request

Hazards/Precautions

RiskMatrix

RiskAssessments


Investigations


After Action Review

Work Prioritization

Condition For Work

Job Planning

Work Orders

Scheduler

Locations

Assets



MROPurchasing



Invoicing

Regulations

Persons/Competency

Asset List

ActionTracking

Solution Search

Bulletin Board

LessonsLearned

Solutions





Invoicing



CapitalProjects

EngineeringSystems

ProcessControl Sys

DocumentManagement

Geo-BasedSystems

RCFA/FMECA

Operator Tasks


Maximo Oil & Gas


Hazards (Oil)

� What is it?

– Oil and gas version of Hazards that adds new fields to support regulations, certifications and classifications

� Use cases

– Identify the hazards and the precautions associated.

� Business value


Maximo Oil & Gas


Hazards (Oil)

Maximo Oil & Gas


Risk Assessment

� What is it?

– Provides the ability to conduct and record risk assessments

� Use cases

– Job Safety Analysis

– Assess risk associated with Work Orders, Job Plans, Incidents, Investigations, Management of Change

� Business value


– Earlier identification of risk

Maximo Oil & Gas


Risk Assessment

Maximo Oil & Gas


Risk Assessment on job plans

Maximo Oil & Gas


Risk Assessment on Job Plan tasks

Maximo Oil & Gas


Risk Assessment on Work Order Tracking

Maximo Oil & Gas


Risk Assessment on Work Order tasks

Maximo Oil & Gas


Risk Assessment on Incidents

Maximo Oil & Gas


Risk Assessment on Investigations

Maximo Oil & Gas


Risk Assessment on Locations

Maximo Oil & Gas


Prioritization Matrix

� What is it?

– A matrix based system of work or risk prioritization

� Use cases

– Customers need to evaluate whether work needs to be carried out within say 24 hours, 3 days, or 1 week, based on the type of work to beperformed, function and asset or location priority criteria

– Implements the Ranking Index for Maintenance Expenditure (RIME) method of work prioritization

� Business Value

– Ensures that critical assets are given priority maintenance

– Takes the emotion out of criticality decisions

Maximo Oil & Gas


Sample Prioritization Matrix

Reason for Work

RFW6 RFW5 RFW4 RFW3

Imminent Danger

Safety Environment Routine

Asset/Loc Priority

Matrix Index

Matrix Priority

Matrix Index

Matrix Priority

Matrix Index

Matrix Priority

Matrix Index

Matrix Priority

5 78 5 65 4 58 4 50 3

4 77 5 59 4 51 3 45 2

3 76 5 52 3 41 3 38 2

2 75 5 45 3 39 2 36 1

1 74 5 40 3 37 2 35 1

Maximo Oil & Gas


Prioritization Matrix – Reason For Work tab

Maximo Oil & Gas


Prioritization Matrix – additions to Work Orders

Maximo Oil & Gas


Improvements

� What is it?

– An application to record suggestions for improvements to plant operation and maintenance

– Supports Six Sigma or similar methodologies

� Use cases

– Could arise from a defect identified by a maintenance technician or operator

– Could be initiated from a Problem that requires improvement action to address the cause

� Business value

– A mechanism to drive continuous improvement

Maximo Oil & Gas


Improvements

Maximo Oil & Gas


Improvements – Plans Tab

Maximo Oil & Gas


Permit and Certificate Types

� What is it?

– Provides the capability to define permit types and certificates for use on job plans, work orders and people applications

� Use cases

– Permit planning

– Personal certifications

� Business value

– Ability to support planning of permits

– Improved management of competency

Maximo Oil & Gas


Permit and Certificate Types (Oil)

Maximo Oil & Gas


Job Plans (Oil) Control of Work sub tab

Maximo Oil & Gas


Job Plans (Oil) Task

Maximo Oil & Gas


Work Order Tracking (Oil)

Maximo Oil & Gas


Operations Management

DefectElimination

IncidentManagement

ServiceRequest




ChangeManagement



AssetManagement

MROSupply Chain

ComplianceKnowledge

Management

Operator Log

OperatingProcedures

Run Log

Loss Reporting


ManagementOf Change

MOC Request

Hazards/Precautions

RiskMatrix

RiskAssessments


Investigations


After Action Review

Work Prioritization

Condition For Work

Job Planning

Work Orders

Scheduler

Locations

Assets



MROPurchasing



Invoicing

Regulations

Persons/Competency

Asset List

ActionTracking

Solution Search

Bulletin Board

LessonsLearned

Solutions





Invoicing



CapitalProjects

EngineeringSystems

ProcessControl Sys

DocumentManagement

Geo-BasedSystems

RCFA/FMECA

Operator Tasks


Maximo Oil & Gas


Operators Log

� What is it?

– An application used by shift operators to record logs

� Use cases

– Use to record events associated with a shift

– Downtime and meter recording

– Tracks personnel on shift

� Business value

– Improved coordination between operations and maintenance

– Enhanced organizational learning

Maximo Oil & Gas


Operators Log - Shift Log tab and Shift Team sub tab

Maximo Oil & Gas


Operators Log - Typical log entry

Maximo Oil & Gas


Operators Log - Production Loss tab

Maximo Oil & Gas


Operators Log - Create Incident

Maximo Oil & Gas


Run Log

�What is it?

– Application to provide a log for activities associated with drilling, production wells and process plant production data.

�Use Cases

– User reports an incident associated with a downhole tool

– Reporting daily production data for a well

– Reporting data associated with a production run on process plant

�Business Value

– Supports integrated operations between drilling, operations and maintenance

– Leverage existing Maximo infrastructure for wells and downhole equipment

Maximo Oil & Gas


Run Log (Oil)

Maximo Oil & Gas


Operating Policies

� What is it?

– Application to identify operating and maintenance strategies and link these to maintenance actions and operating procedures

� Use Cases

– Set up a Performance Standard and link to assurance activities

– Use to highlight a strategy driven by reliability centered maintenance

– Identify assets maintained using risk based inspection techniques

� Business Value

– Supports compliance by clearly linking strategy basis to specific assets/locations

– Avoid the need for additional external applications to track maintenance strategy

Maximo Oil & Gas


Operating Policy

Maximo Oil & Gas


Operating Policies

Maximo Oil & Gas


Operating Procedures

� What is it?

– Application to document operating procedures within Maximo and link them to operating policy

� Use Cases

– Assign an operating procedure against a task carried out by operations

– Add an operating procedure to a Job Plan task

� Business Value

– Integrated procedures shared by maintenance and operations

– Improved procedural compliance

Maximo Oil & Gas


Operating Procedures

Maximo Oil & Gas


Operating procedure lines

Maximo Oil & Gas


Operator Tasks

� What is it?

– An application to support and view operator maintenance tasks

� Use Cases

– Add operator driven tasks

� Business Value

– Simplifies operator access to maintenance tasks allocated to operations

Maximo Oil & Gas


Operator Tasks (Oil)

Maximo Oil & Gas


Drilling and Completion

� What is it?

– Application to support work associated with drilling and completing a well

� Use Cases

– Use to set up all drilling activities associated with a well

– Construction and completion activities associated with a well

– In conjunction with Maximo Scheduler, show a Gantt chart of drilling schedule

� Business Value

– Supports integrated operations between drilling, operations and maintenance

– Use of Maximo existing infrastructure for wells and downhole equipment

Maximo Oil & Gas


Drilling and Completion main tab

Maximo Oil & Gas


Support for IS014224 (2006)/API 689

� What is it?

– Updates existing Failure Codes and Asset Specification applications with ISO14224/API 689 data

� Use cases

– Customer already using ISO14224 (1999) wants to start using latest

ISO14224 (2006) data

– New customer wants to utilise latest international standard for failure reporting

� Business value

– More consistent failure reporting

– Improved availability of plant

Maximo Oil & Gas


Organizations (Oil)

Maximo Oil & Gas


Failure Codes� What is it?

– Contains the ISO 14224 (API 689) failure classes, problem, cause and remedy tables for each equipment type listed in the standard

� Use Cases

– New oil and gas customer does not have standard failure classes and problem, cause, remedy structure. Wishes to use international standards

– Existing customer not using MAXIMO failure reporting capability and wishing to do so.

� Business Value

– Time take to gather and load failure classes, problems, causes and

remedies would be significantly greater than cost of solution

– Without standardized failure data, cannot implement reliability analysis

Maximo Oil & Gas


Sample ISO14224/API689 Failure Codes

Maximo Oil & Gas


Asset Specifications� What is it?

– Contains the ISO 14224 (API 689) Equipment Unit Subdivision and Equipment Unit specific data tables for every equipment type listed in the standard

� Use cases

– New Oil and gas customer does not have standard asset specification templates for locations or equipment. Wishes to use international standards

– Existing customer not using MAXIMO asset catalog capability and wishing to do so with an industry standard methodology

� Business Value

– Time take to gather and load asset specifications would be significantly greater than cost of solution

– Standardized asset specifications facilitate comparisons of equipment performance

Maximo Oil & Gas


Change Management

DefectElimination

IncidentManagement

ServiceRequest




ChangeManagement



AssetManagement

MROSupply Chain

ComplianceKnowledge

Management

Operator Log

OperatingProcedures

Run Log

Loss Reporting


ManagementOf Change

MOC Request

Hazards/Precautions

RiskMatrix

RiskAssessments


Investigations


After Action Review

Work Prioritization

Condition For Work

Job Planning

Work Orders

Scheduler

Locations

Assets



MROPurchasing



Invoicing

Regulations

Persons/Competency

Asset List

ActionTracking

Solution Search

Bulletin Board

LessonsLearned

Solutions





Invoicing



CapitalProjects

EngineeringSystems

ProcessControl Sys

DocumentManagement

Geo-BasedSystems

RCFA/FMECA

Operator Tasks


Maximo Oil & Gas


Management of Change

� What Is It?

– An application to support management of changes process cycle, from request to closure

� Use cases

– Management of engineering and plant change requests

– Management of change associated with deferred work

� Business value

– Greater process conformity through integration with work management process

– Improves communication between operations and maintenance

Maximo Oil & Gas


Full Cycle MOC

� MOC Details

� Risks and Projects

� Review

� Approve

� Pre-MOC actions

� Authorize

� Post-MOC actions

� Closure

Maximo Oil & Gas


Management of Change Request screenshot

Maximo Oil & Gas


Management of Change – Main tab

Maximo Oil & Gas


Management of Change – Risk and Project

Maximo Oil & Gas


Management of Change – Review and Approval

Maximo Oil & Gas


Management of Change – Pre Start

Maximo Oil & Gas


Management of Change - Authorize

Maximo Oil & Gas


Management of Change – Post-Start

Maximo Oil & Gas


Management of Change – Closure

Maximo Oil & Gas


Compliance

DefectElimination

IncidentManagement

ServiceRequest




ChangeManagement



AssetManagement

MROSupply Chain

ComplianceKnowledge

Management

Operator Log

OperatingProcedures

Run Log

Loss Reporting


ManagementOf Change

MOC Request

Hazards/Precautions

RiskMatrix

RiskAssessments


Investigations


After Action Review

Work Prioritization

Condition For Work

Job Planning

Work Orders

Scheduler

Locations

Assets



MROPurchasing



Invoicing

Regulations

Persons/Competency

Asset List

ActionTracking

Solution Search

Bulletin Board

LessonsLearned

Solutions





Invoicing



CapitalProjects

EngineeringSystems

ProcessControl Sys

DocumentManagement

Geo-BasedSystems

RCFA/FMECA

Operator Tasks


Maximo Oil & Gas


Action Tracking

� What is it?

– A way of following up Actions arising from Investigations or Improvements

– A means of tracking Actions agreed with regulatory authorities or internal review teams

� Use cases

– A HSE audit is carried out on an offshore oil platform. As a result of this audit a number of actions are required to maintain the platforms license to operate. These actions must be tracked and reported on within a specified time period

– A Safety Notification is received which requires completion of a survey and review of all balanced bellows pressure relief valves by a specified date

� Business Value

– Drives implementation of business critical actions

Maximo Oil & Gas


Action Tracking

Maximo Oil & Gas


Standard Actions

� What Is It?

– An application to manage standard actions that can be associated with management of change processes and standard checklists

� Use cases

– Create pre and post MOC type actions that can be listed in the

Management of Change application

– Use to create standard checklists that can be associated with work carried out in Maximo

� Business value

– Provides greater process conformity through use of standard actions and

checklists

Maximo Oil & Gas


Standard Actions

Maximo Oil & Gas


Regulatory Compliance

� What is it?

– Provides ability to hold details of regulations relevant to work carried out in Maximo, and relate these regulations to both work planned in Maximo and actual work carried out

� Use cases

– Provide documented proof that work carried out in Maximo was completed based on the required regulation

– Provides the ability to demonstrate compliance with many statutory

requirements covering safety, health and environment

� Business Value

– Identifies compliance with relevant regulations

– Simplifies work required to demonstrate compliance

Maximo Oil & Gas


Regulatory Compliance main tab

Maximo Oil & Gas


Regulatory Compliance tab on Locations

Maximo Oil & Gas


Regulatory Compliance tab on Work Orders

Maximo Oil & Gas


Regulatory Compliance - ‘Where Used’ tab

Maximo Oil & Gas


Condition for Work

� What is it?

– Establish the conditions necessary before work can commence e.g. plant shutdown, train shutdown, unit shutdown, isolated, depressurized,….

� Use cases

– A common element of the work planning process in downstream and offshore oil and gas

� Business Value

– Supports planning of work associated with common plant

– Facilitates opportunity maintenance

Maximo Oil & Gas


Condition for Work main tab

Maximo Oil & Gas


Condition For Work field on Job Plans


Maximo HSE Manager

IBM - Maximo Health, Safety and Environment Manager

© 2009 IBM CorporationSeptember 13, 2012

Summary of Differences from Oil and Gas 7.5.0 to HSE Manager 7.5.0

� Drilling and Completion application removed

� Run Log application removed

� ISO14224 Failure Code and Asset Specification loading dialogs removed from Organizations (HSE)

List Tab

� ISO14224 Taxonomy section removed from Locations (HSE) Operating Context tab

� All references to (Oil) changed to (HSE) on application screens and menus


References

� Information center is at:

http://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/topic/com.ibm.hse.doc/welcome.html

– The Welcome page contains links to the Installation Guide to the Quick Start Guide, and to

application help.

– The Reference section of the Information Center contains detailed information on integration error

messages.

� From Maximo on IBM.com:

– http://www.ibm.com/software/tivoli/products/maximo-health-safety-environment

– Click Product documentation


Contacts

� Marcos Paulo Salvador de Oliveira

� Ana Paula Brambila


Dúvidas?