optimizing transit: putting your asset management …€¦ · accenture optimizing transit: putting...
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Copyright © 2013 Accenture All rights reserved. 2
• Limited funding
• Increasing costs
• Limited asset visibility
• No single asset philosophy across the agency
• Knowledge drain
• State of Good Repair (SGR) requirements
• Regulatory compliance
• Asset condition degrading service
(Quality, Reliability, Availability, Safety)
The challenges impacting local agencies today are numerous
Transit Asset Management (TAM) Challenges
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Goals of Enterprise Asset Management
Maximizing
Return on
Assets
Business Alignment
Highest
Reliability Lowest Cost
Maximize
Output
Improve
Planning and
Scheduling
Retain
Knowledge
Reduce
Labor
Costs
Reduce
Inventory
Regulatory Compliance Visibility Manage Risk Reduce Downtime
Copyright © 2013 Accenture All rights reserved. 4
Strategic
Value
Asset Tagging &
Data Cleanup
Track &
Monitor Assets
Short &
Long Term
Asset
Planning
Asset
Financial
Forecasting
Common Asset
Mgmt Processes
and Controls
Asset
Utilization
System & Solution
Baseline
Asset
Accountability
Asset Financial
Reconciliation
Fixed
Assets as a
Strategy
Foundation
Utilization
Planning
Differentiation
Fixed Asset Management Maturity Model
Tactical
Value
Leverage
Assets
Manage &
Control Assets
Copyright © 2013 Accenture All rights reserved. 5
Asset Maintenance Strategies
The processes and technology that track an organization's asset-related data with
the goal of optimizing the value of assets throughout their lifecycle
Reactive Typified by:
• Lack of planning
• Response to
equipment
failure
Preventative/
Compliance Driven by
• Engineering
practice
• Regulatory
requirements
Sometimes
unnecessary or can
be detrimental
Predictive Condition based
Maintenance
• Leading indicators
or failure modes
are identified and
monitored in order
to intercede
• Plan corrective
maintenance prior
to failure
RBM Risk based maintenance
and risk based inspection
(RBM)
• Prioritize maintenance
based on risk
(probability) of a failure
and the consequences
of that failure
Failures with highest
impact and frequency are
addressed first
TPM Total productive
maintenance
• Integrates
maintenance,
operations and
engineering
Cross-functional
teams focus on
OEE (Overall
Equipment
Effectiveness) of
the system
RCM
Reliability Centered Maintenance • Optimizing the mix of reactive, preventative and predictive maintenance • Focuses on system functionality instead of individual assets • Failure modes and their impact drive asset maintenance strategy
Fix safety
critical
systems
only
Fix it when it
breaks • Rapid response
to breakdowns
• Expert Repairs
Fix it before
it breaks • Minimize unscheduled
maintenance
downtime
Comprehensive
Asset strategies • Optimize cost/benefit trade-off
of preventative-predictive
maintenance
Elimination of
Source Defects • Pre-empt failures by removing
root causes/defects in a cost-
effective manner
Copyright © 2013 Accenture All rights reserved. 6
Building a robust maintenance program requires data collection,
data analytics and development of predictive models
Data Collection
Rail Car Type
Load Weight
Train Route
Wheel Turns
Data Analytics
Forecast Life
Fleet Averages
Environment
Wheel Conditions
Execute Maintenance
Component Replacement
Condition of Component
Rebuild/Repair/Dispose
Predictive Models
Forecast Utilization
Environment Load
Algorithmic Maintenance
Predictive Models
Copyright © 2013 Accenture All rights reserved. 7
Where are we? Where are we going? • Assess existing EAM tools and capabilities
• Define TAM vision and roadmap
We’re on the way… But are we there yet? • Build core EAM solution
• Develop TAM plan
Optimize
We made it! Now what? • Optimize EAM solution
• Systematically update TAM plan and program
Build
Strategize
Key Stages of the Journey
Copyright © 2013 Accenture All rights reserved. 8
The TAM Journey to Optimization
A three-phase progression toward increasing the agency’s EAM maturity in order to improve
quality of service, operate with efficiency and visibility, and meet FTA requirements.
18-24 Months Years 3-4
Validate business case before
proceeding to TAM Optimization
Reporting and
Basic Analytics
Electronic
Forms for Data
Capture
Asset History
& Configuration
Management
Integration to
Materials Mgmt
& Procurement
EAM System of
Record / Data
Historian
Automated
Work Order
Management
Complete
Asset Registry
Maintenance
Planning &
Scheduling
TAM Core Solution
Components
Condition-
Based
Maintenance
Geo-Spatial
Integration
Advanced
Work
Management
Standardized
Job Data and
Work Packages
Differentiated
Maintenance
Programs
Reliability
Analytics and
Optimization
Advanced
Planning and
Forecasting
Mobility
TAM Optimized Solution
Components
Inc
rea
sin
g E
AM
Ma
turi
ty
Data Collection
& Interviews
Gap Analysis
TAM Vision &
Roadmap
Existing
Capabilities
Assessment
EAM Tools &
Systems
Evaluations
Business Case
Development
TAM Assessment
Components
2-3 Months
Establish business case before
proceeding to TAM Core
Strategize
Build
Optimize
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Strategize: The TAM Assessment
The TAM Assessment is designed to assess existing EAM tools and capabilities and
develop agency-wide vision and business case for the future TAM program.
Inc
rea
sin
g E
AM
Ma
turi
ty
Data Collection
& Interviews
Gap Analysis
TAM Vision &
Roadmap
Existing
Capabilities
Assessment
EAM Tools &
Systems
Evaluations
Business Case
Development
TAM Assessment
Components
2-3 Months
Key Outcomes
TAM Vision and Business Case
• Educate organization to TAM
relevance and goals
• Assemble cross-functional teams
and identify key roles
• Identify asset categories and data
repositories
• Assess state of EAM software /
tools / processes
• Establish EAM guiding framework
• Determine cost / benefit of TAM
• Establish vision and roadmap for
a high performance TAM program
Time
Do
lla
rs
SGR BACKLOG
Time
Co
nd
itio
n R
ati
ng
ASSET CONDITION
?
?
Copyright © 2013 Accenture All rights reserved. 10
Build: The TAM Core Solution
The TAM Core Solution will deliver fundamental capabilities and benefits from an integrated
EAM system to meet the agency’s basic needs and FTA requirements.
18-24 Months
Reporting and
Basic Analytics
Electronic
Forms for Data
Capture
Asset History
& Configuration
Management
Integration to
Materials Mgmt
& Procurement
EAM System of
Record / Data
Historian
Automated
Work Order
Management
Complete
Asset Registry
Maintenance
Planning &
Scheduling
TAM Core Solution
Components
Inc
rea
sin
g E
AM
Ma
turi
ty
Establish business case before
proceeding to TAM Core
Key Outcomes
Meet FTA Requirements and
Identify SGR Backlog
• Complete Asset Registry and
Condition Assessment
• Install / upgrade integrated EAM
software
• Incorporate basic EAM
functionality (work management,
reporting tools, etc)
• Develop TAM Plan
• Assess SGR backlog and
prioritize future investments
• Integrate with FTA (TERM Lite
and NTD)
• Generate ROI on EAM system
Time
Do
llars
SGR BACKLOG
Time
Co
nd
itio
n R
ati
ng
ASSET CONDITION
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Optimize: The TAM Optimized Solution
The TAM Optimized Solution is a set of investments to pursue after TAM Core has stabilized
to improve the business and reduce SGR backlog.
Years 3-4
Validate business case before
proceeding to TAM Optimization
Condition-
Based
Maintenance
Geo-Spatial
Integration
Advanced
Work
Management
Standardized
Job Data and
Work Packages
Differentiated
Maintenance
Programs
Reliability
Analytics and
Optimization
Advanced
Planning and
Forecasting
Mobility
TAM Optimized Solution
Components
Inc
rea
sin
g E
AM
Ma
turi
ty
Key Outcomes
Improve Business and Reduce
SGR Backlog
• Install advanced maintenance
programs (conditional, predictive,
etc)
• Incorporate end-to-end lifecycle
management processes
• Develop Operations
Transparency framework
• Build analytics and performance
management capabilities
• Integrate Mobility and Spatial
capabilities
• Instill TAM planning and updating
as part of the agency’s regular
operation
• Maximize ROI on EAM system
Time
Do
llars
SGR BACKLOG
Time
Co
nd
itio
n R
ati
ng
ASSET CONDITION
Copyright © 2013 Accenture All rights reserved. 12
Transit Asset Management is a journey for the entire agency
Executive
Planning and Cap Projects
Procurement Operations & Maintenance
IT Finance
• Establish vision, business objectives, and key performance indicators
• Initiate change management to embed TAM philosophy and processes across all departments
• Develop and
maintain asset
financial data
• Determine near-
term financial
capacity for capital
projects
• Forecast future
funding scenarios
and available cash
flow for TAM
• Coordinate TAM
plan
• Prioritize capital
projects and
programs
• Forecast future
asset needs based
on new projects
and projected
demand
• Calculate SGR
backlog and report
to FTA
• Procure for
integrated
replacement cycles
• Materials
management
• OEM warranty
management
• Specify asset data
requirements for
new purchases
• Develop and
maintain most
asset registries
• Monitor and report
on asset condition
• Operate assets
safely and
efficiently
• Execute and
improve
maintenance
programs and work
management
• System
implementation of
EAM software
• Integrate EAM with
other systems
(ERP, GIS, CPM,
etc)
• Develop Analytics
and BI capabilities
Cross-agency teams to collaborate on strategy, methods, tools, and data
ILLUSTRATIVE
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Operations Transparency (OT): A new kind of visibility for better decisions
OT gives full real-time, contextual visibility across Service Execution Management, Asset Management and Resource Management systems integrated to extended capabilities.
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The Vision: How Will We Operate In the Future?
ILLUSTRATIVE
EAM Dashboard
• Asset Registry
• GIS / Geo-Spatial System
Enterprise Asset
Management (EAM)
Maintenance
Shop
Receive Alert
Perform Service
Capture Data and
Update Records
! Field and Depot Crews
• 20 Year Forecast
• 5 Year Operating Budget
• Annual SGR backlog
EAM Dashboard
• Transit Asset Management Plan
• Asset scorecard and KPIs
• Condition Asset Inventory
• Capital Planning Status Report
Headquarters
EAM Dashboard
Engine Terminal
Facility 1
Facility 2
EAM Dashboard
Capital
Construction
EAM Dashboard
Procurement, Logistics
and Materials
Management
Rail Control
Center
EAM Dashboard
Copyright © 2013 Accenture All rights reserved. 15
• Document the vision, socialize the journey
• RE-Define business architecture (Framework, Tools, Methods, Roles)
• Change management and executive leadership
• Build data models and asset registry thoughtfully
• Integrate your technology
• Pilot foundational capabilities – score quick wins
• Extend value-based capabilities over time (Mobile / GIS / Analytics / Predictive Monitoring)
Key Success Factors for the Journey
Copyright © 2013 Accenture All rights reserved. 16
• Don’t sweat FTA requirements… and don’t wait for FTA timelines
• Do sweat your deferred maintenance and SGR backlog… quality of
service and bottom line suffer when you don’t
• Optimize your TAM now because it helps your business
Improve performance: Quality, Reliability, Availability, Safety
Reduce costs and risks – you can’t buy your way into SGR
Extend the useful life of your assets
Meet (and exceed) FTA requirements
Final Thoughts