smrp ontario chapter mtg iso 55000 overview by david armstrong, bentley systems

A practical guide to ISO 55000David Armstrong

2 | WWW.BENTLEY.COM | © 2013 Bentley Systems, Incorporated

About Bentley


A Global Company


Why are we here?

• Modern Maintenance has transformed into Asset Management.

• To be effective we must now manage• Risk/Safety.

– Risk = Consequence x Probability

• Cost. Efficiency. • Quality…..Open capacity and Profitability.• The new ISO standard …ISO 55000 has been geared to

transmit your teams energy to manage all of the above.


Why – The Triple Bottom Line

People/Planet/Profit

Economic ProsperityEconomic Prosperity

Social Responsibility

Social Responsibility

Environmental Stewardship

Environmental Stewardship

Source: Cannibals with Forks: the Triple Bottom Line of 21st Century Business


Why – Value Delivered for Capital Employed

Source: SMRP Presentation – October, 2013 – Terry Wireman

Asset Management = Managed Risk, Improved Safety and Environmental Compliance, Improved Quality at reduced operating costs.


Exposure

• Proactive maintenance managers knew… perhaps even wished, for the day for their voice to be heard on an equal footing as operations in the boardroom.

• Be careful what you wished for…for it just might be here.

• I postulate, that the maintainer’s day in the sun has finally arrived and that the skills and energies required for the hands on management of your plants and facilities will now be recognized at the boardroom table.

• Remember,…. the sun brings exposure.


• It needs to be stated that ISO 55000 is not the magic silver bullet to cure industries pressing need of how to properly manage their assets. – The standard defines WHAT to do, not HOW to do it

• This is still the responsibility of the world’s maintenance practitioners who must still bring their wealth of knowledge or “the business of maintenance” to the table.

ISO 55000 – Let’s begin with, what it is not!


• The standard does however focus on and clearly define the “what to do” for the correct application of asset management.

• So moving forward…as ISO 55000 becomes the norm, just like ISO 9000 did in the late 90’s, our level of understanding “ the what to do” needs to improve.

• That stated then, the correct application of asset management and governance to ISO 55000 should realize value through equipment uptime, optimized life to our asset base, increased safety and environment compliance

ISO 55000.


International Standards

• ISO 55000 Asset management

• ISO 9000 Quality management

• ISO 14000 Environmental management

• ISO 50001 Energy management

• ISO 31000 Risk management

← PAS 55

← API 580

← Open O&M

← MIMOSA


• Asset Management Standards– ISO 55000 Overview– ISO 55001 Management System Requirements– ISO 55002 Management System Guidelines

• Started with PAS 55• Establishes the framework (WHAT)• Does not define the method (HOW)

ISO55000


ISO/PC251 Participating Countries

1. Argentina2. Australia3. Canada4. Chile5. China6. Czech Republic7. Denmark8. Finland9. Germany10. India

11. Ireland12. Italy13. Korea14. Netherlands15. Mexico16. Norway 17. Peru18. Portugal19. South Africa

20. Spain21. Sweden22. United Kingdom23. USA24. United Arab

Emirates25. Japan26. France27. Switzerland

Source: Management Resources Group – Bob DiStefano


• The first standard, ISO 55000, provides not only an overview to the principles and terms of the suite of standards, it defines the expected benefits from adopting the approach.

• ISO 55000 could be considered the executive overview, “the high level sales pitch” or reasons for adoption.

• ISO 55000 will bring the asset management reliability world into far more boardrooms than ever before directly due the global legitimacy of the ISO standards organization.

ISO 55000


• To use an analogy if ISO 55000 is the bread of the sandwich, then ISO 55001 provides the fillings and ISO 55002 defines the preparation method.

• ISO 55000 is the body of elements require for compliance.

• ISO 55002 provides guidelines for ISO 55001, in a means to provide further clarity, or a what and by who(m) must be done while defining the boundaries of the requirements.

ISO 55000 suite of standards


PAS 55

© 2008 British Standards Institute


Whole-Life Value

Maintenance

Business Operations

Profitability of Facility

Cost

Valu

e

TimeBusinessRequirements Design Construct Use

Project and informationintegration

Asset performance and asset management

We work upstream and downstream to make value flow

Adapted from DPR Consulting and Dr. Martin Fischer, CIFE IAB, 2011


Bridge The Gap

Source: Reliability Web – Terry O’Hanlon


• Value• Alignment• Leadership • Assurance

ISO 55000 Fundamentals


• Improved Financial Performance• Informed Asset decisions• Managed Risk• Improved Services and Outputs• Demonstrated Social Responsibility• Demonstrated Compliance• Enhanced Reputation• Improved Organizations Sustainability• Improved Efficiency& Effectiveness

ISO 55000 Benefits


• Understanding the context of the organization– Understanding stakeholder needs and expectations– Determining the scope of the Asset Management System– Developing the Asset Management System

• Leadership– Demonstrating leadership and commitment– Establishing an Asset Management Policy– Assigning and communicating roles, responsibilities and authorities

• Planning– Actions to address risks and opportunities– Asset management objectives and plans to achieve them

ISO 55001 Key Requirements



• Support needed for the Asset Management System– Provide resources required to meet objectives– Ensure competence of those that affect asset management performance– Ensure awareness of AM policy, plans and objectives– Determine necessary internal and external communication– Determine information required for the AM system– Create, update and control documented information

• Operation– Implementation and control of processes and plans– Ensure risks of proposed changes are known and controlled– Ensure control of outsourced activities related to AM




• Performance Evaluation– Monitor, measure, analyze and evaluate AM effectiveness– Conduct internal audits of the AM system– Conduct periodic management review of the AM system

• Improvement– Identify nonconformity and implement corrective action– Establish preventive action to prevent nonconformity– Continually improve suitability, adequacy and effectiveness of the AM system




• Fork Truck – Safe Operating Zone

• Asset Management System – Safe Operating Zone

ISO 55002 Guidelines: A Practical Example

Effect: Loaded Maintenance Plan

Asset Management Plan in Balance

Management Stresses

OrganizationalStresses

Asset Stresses

E+P (M&B)


Key Terms

Managing the Organization

Asset Management

Asset ManagementSystem

Asset Portfolio

Align process, roles and responsibilities in the organization.

Coordinated activity of an organizationto realize value from assets

Set of interrelated or interacting elements to establish asset management policy, asset management objectives and processes to achieve those objectives

Assets that are within the scope of the asset management system


Integrated Asset Management System Approach

ISO 55000 – Integrated Systems Approach

Leadership

Support

Operation

Improvement

Context

Performance Evaluation

Planning

ISO

5500

0

Asset management system

Business or Organization Plan

Asset management


ISO 31000 – Risk Management

• A key differentiator between PAS55 and ISO 55000 is that risk management is a separate standard

• Continuous improvement process– Plan / Do / Check / Act

• Many organization already have a reviewsystem in place for risk– As mandated by insurance groups

• Key to have an integrated system that defines risk down to the lowest maintainable level i.e failure mode


Asset Management SystemThe Enabler to Overcome the Silos

Mechanical Integrity

(Static Equip)Dept.

Pressure containment

RBI / IDMS

Reliability (Rotating Equip)

Dept.

CBM and replacements

RCM, PdM, inspections

MaintenanceDept.

Inspection,Do the

Repair Work,Manage

Shutdowns

Process ControlDept.

DCS, SCADA, Data

Historians

IOW

OperationsDept.

Run the Plant, Visual Inspections,

minimum interruptions

EngineeringDept.

Plant Design, Layout,

Configuration& Upgrade


Bentley’s Asset Management Methodology

• Answers the question:“How to” implement an asset management system

• Process, people, technology, methodology/plan, step-by-step – Get asset management system aligned to the business goals

• Risk management– Establish proactive process– Get the organization aligned to the goals, objectives

• Business process alignment• Roles and responsibilities, accountability

– Use technology to manage the system • Manage the data

–


• Companies that do not share this view will most definitely struggle to survive in the lean driven global economy or perhaps fall to an even worse fate.

• So perhaps finally with the profile associated with this global standard, good governance and the resulting effort required to attain ISO 55000 compliance, the maintainer’s day in the sun has finally arrived and the skills and practices required for effective asset management will be required at the boardroom table.

Summary


• PAS 55 & ISO 55000 define requirements for asset management

• Bentley’s Methodology describes how to do it• Holistic approach: business, organization & technology• Minimizes maintenance costs• Increases asset availability and production throughput• Reduces production variability and outages• Ensures safe operations with environmental compliance• Improves the overall return on physical assets • Sustains infrastructure assets over their lifecycle

Summary – Moving Forward.


ISO Organization: Downloading the standards

http://webstore.ansi.org/SdoInfo.aspx?sdoid=39

smrp ontario chapter mtg iso 55000 overview by david armstrong, bentley systems

Technology

asset management

correct application

finally arrived

maintainers

2013 bentley

boardroom

organization

manage