your maximo build how much is enough?

Your Maximo Build How Much is Enough? Michael Zacharia, City of Roseville October 6, 2016 NorcalMUG

Your MAXIMO Journey …..

Reach for the Stars?

….. or not reach at all?

What Does Your Road Map Look Like?

First Look at What Asset Management and Maximo Are

Each step has a Value Consideration

Level 1 Business Processes

Level 2 Tools & Technology

Level 3 Organizational Effectiveness

Level 4 Asset Management

Level 5 Optimized Operations

Superiority

RCM Ops

Excellence

Criticality Life Cycle FMEA

Empower Staff

Geo-Spatial Integration

Optimized Hand Held Tech

Planning Work Mgmt Mtls Mgmt KPI

Work Order Prioritization

Process

Resource Management

Communication Specialty Software

Asset Monitoring

Condition Monitoring

Craft Flexibility

Business Alignment

Invest in Staff

First Look at What Asset Management and Maximo Are

§ Your Goals and Needs

§ Staff and Competency Levels

§ Time Required to Implement

§ Emerging Software and Software Stability

§ Timing of Needs Now vs Future

How Much is Enough?

EPA Asset Mgmt Questions •  Do We Have an Asset Management Strategy/Plan?

o  Have we documented our AM strategies and program? o  Have we identified owners of the AM program components? o  Is our organizational structure set-up to support our AM program? o  Have we educated our staff about our AM program and how it affects them?

•  Current State of Our Assets? o  What do we have? o  Where is it located? o  What is the asset condition? o  What is the assets useful remaining life? o  What is the assets remaining economic value? o  What is the assets criticality based on the whole system?

•  Required Level of Service (LOS) o  What is our customer demand for services? o  Are there regulations driving LOS? o  What is our actual performance against expected LOS? o  Have we identified Key Performance Indicators to monitor our LOS and AMP?

EPA Asset Mgmt Questions •  Which are Our Critical Assets to Keep us Meeting our LOS?

o  Have we identified our critical assets? o  How are our assets failing? o  What is the likelihood of asset failure? o  What are our repair/replacement cost? o  What are the consequences of asset failure? o  Are the assets in our Maximo updated to show their criticality? o  Have we used the asset criticality to ensure emergency work is high priority?

•  Best Alternative Funding Investments? o  Alternative funding options that exist (Rates/Government Funds)? o  Most feasible funding options for our utility? o  How to best invest budget funding? o  Where best to invest our long term CIP funds?

•  What is our IT Plan to Support our AM Strategies o  Do we have an updated asset register in our Maximo? o  How do we ensure new assets are in our Maximo? o  How do we store our condition assessment, testing and inspection findings? o  How do we use our condition assessment and inspection findings? o  Do we have a data collection strategy? o  Does our IT integration support our AM program?

Asset Management Elements

•  Prolong asset life and aid in rehab/repair/replace decisions through efficient and focused operations and maintenance

•  Meeting customer demands with a focus on system sustainability

•  Setting rates based on sound operational and financial planning

•  Budgeting focused on activities critical to sustained performance

•  Meeting service expectations and regulatory requirements

•  Improving response to emergencies

AM as a Business Model •  What do we do?

•  Why do we do it?

•  How do we accomplish our objectives?

•  What is the cost of doing business?

•  Where should we spend our money?

•  What is our best return on our investment?

Asset Register - Used to create and store asset characteristics and corresponding information, such as parent, location, vendor, up/down status. Asset Hierarchy - Building an asset hierarchy serves the following functions: Ø  Costs get "rolled up" the hierarchy to the asset

responsible for assuming the maintenance cost. Ø  Better visualization of all of the assets

Location

Asset

Child Asset

Child Asset

Asset

Asset Management Components

Preventative Maintenance – Programmed Work. Optimize as required based on work history, manufacturer recommendations and local knowledge. Asset Criticality

•  How important is the asset? •  What are the consequences if the asset does fail? •  Redundancy? •  Cost •  Impacts to other processes?

•  Asset Classifications - Allows you to group assets into organized categories. Allows standardization and use of characterizing attributes


Failure Analysis - is the process by which you examine asset or location failure history, reported over a significant period of time. Use failure reports to look for breakdown trends, average time between failures, and so on. By correlating this failure information with other data available to you, for instance, preventive maintenance schedules, you can develop ways to reduce or limit equipment failures in the future.


Job Plan - templates include a detailed description of work to be performed, and labor, material, service, and tool requirements. Job plans can be created for assets, items, and locations, and can be used in the Work Order Tracking applications.

Maximo supports RCM requirements through: •  Failure codes and analysis •  Condition monitoring •  Downtime reporting •  User defined KPIs •  Asset Inspections – oil analysis, vibration analysis, meter readings

Reliability Centered Maintenance - often known as RCM, is a process to ensure that assets continue to do what their users require in their present operating context: •  Oil Analysis •  Vibration Analysis •  Meter Readings



Condition Monitoring - tracks measured point data for an asset or location and using that data to predict when preventive maintenance needs to be performed. The type of data, for example, vibration, pressure, oil analysis or temperature, depends on the asset or location. A measurement point record defines the acceptable high and low limits for condition and optimal performance measurements for a point or place on an asset or location. You can generate preventive maintenance (PM) work orders for measurements outside of the acceptable limits.

Maintenance Management

Planning –what you are going to do Scheduling –when it will be done and who will do it Reporting –what you did Work Control –what it costs time, people and inventory

Work Management Work Order

Follow-Up Process Work Order

Performance Process Work Order

Assignment Process Work Order

Scheduling Process Work Order

Planning Process Work Order

Approval Process Work Request

Initiation Process

Integrations

§  Visualize Horizontal Assets

§  Inspection Software §  Reduced Data Entry

§  Timekeeping, etc §  Replacement Planning §  Leverage Business

Systems

Finance

HR

Mapping

Maximo

SCADA

Mobile

Tying it all Together

Best Practices Forecasting and Planning

Work Management Efficiencies

Advancing Your Program

Budgeting Accountability Supply Chain Scheduling

Design GIS Funding Condition

Failure Reporting Analysis Asset Registry Predictive

Maintenance

Collaboration Succession Success Renewal Shared

Knowledge

What Could Your Road Map Look Like?

Level 1 – Get Started

Modelled Assets •  Hierarchy •  Asset Profile •  Preventative Maintenance •  Work Planning

Staff Readiness •  Learn Maximo •  Learn Work Management •  Break Down and Rebuild

Goal Planning and Implementation

Level 2 – What Can I Do With It?

Improved Work Mgmt •  Work Prioritization •  Scheduling •  Crew Management •  Safety Planning •  KPI

Advanced Maintenance •  Failure Profiling •  PdM •  Data Collection and Condition

Monitoring


Supply Chain •  Warehousing •  Purchasing

Condition Assessment •  Inspection and Testing •  Scoring


Applications •  Maximo For Utilities •  Maximo Linear •  Health and Safety

Configuration •  Enhanced Dashboards •  Workflow

Level 3 – Other Business Systems

Integrations •  Timekeeping •  Finance •  GIS •  SCADA •  Other Systems?

Broader Application •  Other/Diverse Asset Groups •  Increased Functionality

Level 4 – Added Applications

Bolt-On Software •  Asset Rehab and

Replacement Planning •  Design Integration

Specialties •  Inspection Devices •  Tools

The Road Map Spectrum

Get Started

Get into Maximo and Learn Get Staff Adjusted

My Options

What Can I Do With It? Other Maximo Apps Enhancements

Peripheral Integrations

Connect Existing Outside Business Systems

Bolt-On Applications

Include New Software Solutions

Planned and Phased Implementation

Asset Hierarchy Workflow Spatial Scheduler Condition

Assessment

Many Dimensions to Consider

Asset Group 1

Asset Group 2

Asset Group 3

Asset Group 4

Asset Group 5

Integrations Time Keeping

Specialty Inspection Systems

Finance Special

Business Systems

Envision Develop Train Change Mgmt Monitor

§ Where are you in your Road Map? § What Asset Group(s)? § What Applications do you utilize? § What Business Systems do you integrate with? § What Other Solutions do you utilize? § What more could you be doing? § Do you have a Roadmap?

Discussion

Your Maximo Build How Much is Enough? Thank You!