AIM for O&MInformation Creation and Handover GuidelinesW k h 2 3 08AIM for O&MInformation Creation and Handover Guidelines...
Workshop AgendaWorkshop AgendaIntroduction & Workshop OverviewIdentify the Issues and Solution Options• What is AIM for O&...
What is AIM for O&M & Why Do We NeedGuidelines?What is AIM for O&M & Why Do We NeedGuidelines?What is Asset Information Ma...
What Is Asset Information?What Is Its Role in Asset Lifecycle Management?What Is Asset Information?What Is Its Role in Ass...
What Is Asset Information?What Kinds of Information are Included?What Is Asset Information?What Kinds of Information are I...
What Is Asset Information?Asset Info Ranges from Paper Drawings to Operating DataWhat Is Asset Information?Asset Info Rang...
Where is it Created? Where Used?Stages in the Life of a Real Physical AssetWhere is it Created? Where Used?Stages in the L...
Where is it Created? Where Used?Created for One Purpose, But Used for ManyWhere is it Created? Where Used?Created for One ...
How Do We Manage It?An AIM Strategy Addresses All FactorsHow Do We Manage It?An AIM Strategy Addresses All FactorsAIM Proc...
What Processes Does AIM Include?AIM Requires Comprehensive IS ProcessesWhat Processes Does AIM Include?AIM Requires Compre...
AIM Must Support Other ALM StrategiesAIM is One of Many Interdependent ALM StrategiesAIM Must Support Other ALM Strategies...
AIM for O&MAIM for O&MAIM for O&MAIM for O&M
What is O&M?O&M – From Plant Startup to Plant ClosureWhat is O&M?O&M – From Plant Startup to Plant ClosureTimeAssetRampUpO...
What Asset Information is Used in O&M?O&M Uses Information from all AIM FlowsWhat Asset Information is Used in O&M?O&M Use...
What is the O&M Information Landscape?IT Solutions & Data Stores for Many Different RolesWhat is the O&M Information Lands...
Asset Information Distribution within O&M?Asset Info is Shared/Replicated Across Many Data StoresAsset Information Distrib...
Asset Information for O&MAsset Information for O&MCreation & HandoverCreation & Handover
What is Asset Info Creation & Handover?Creation & Handover Crosses Two AIM ProcessesWhat is Asset Info Creation & Handover...
Who is Involved in Creation & Handover?3 Players Share Most of the Responsibility for O&MWho is Involved in Creation & Han...
Who is Involved in Creation & Handover?Or, 4 If You Consider Internal O/O Groups …Who is Involved in Creation & Handover?O...
Who is Involved in Creation & Handover?Or Even 5, If You Use O&M Outsourcing PartnersWho is Involved in Creation & Handove...
Creation & Handover ProcessesThe Current Situation for O&M – Issues VaryCreation & Handover ProcessesThe Current Situation...
What Should the Guidelines Address?What, Who, How, When …What Should the Guidelines Address?What, Who, How, When …, , ,, ,...
For a free copy of a full ARC report on this topic pleasecontact the author at srsnitkin@arcweb comThank YouThank Youconta...
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ARC's Sid Snitkin & Ralph Rio's AIM Workshop at ARC's 2009 Industry Forum

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ARC's Sid Snitkin & Ralph Rio's AIM Workshop at ARC's 2009 Industry Forum in Orlando, FL.
What Is Asset Information?
What Is Its Role in Asset Lifecycle Management?
Asset Information enables ALM Stakeholders to
Perform. For Good Performance, it must answer:
• any reasonable question,
• about any asset,
• for any ALM stakeholder
• in a way that supports their workflow
Asset Information is the “Virtual Asset” that Humans need to understand, analyze and improve the Physical Asset

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ARC's Sid Snitkin & Ralph Rio's AIM Workshop at ARC's 2009 Industry Forum

  1. 1. AIM for O&MInformation Creation and Handover GuidelinesW k h 2 3 08AIM for O&MInformation Creation and Handover GuidelinesW k h 2 3 08Workshop 2-3-08Orlando, FlWorkshop 2-3-08Orlando, FlSid SnitkinVice-President & GMRalph RioResearch DirectorEnterprise Advisory ServicesARC Advisory Groupsrsnitkin@arcweb.comAsset ManagementARC Advisory Grouprrio@arcweb.com
  2. 2. Workshop AgendaWorkshop AgendaIntroduction & Workshop OverviewIdentify the Issues and Solution Options• What is AIM for O&M & Why Do We Need Guidelines?• Sid Snitkin - ARC• Owner/Operator Issues and Recommendations• Cliff Pedersen (Suncor Retired)• Dave Kwilosz (Eli Lilly)• Peter Reynolds (Irving Oil)EPC I d R d ti• EPC Issues and Recommendations• Peter Staines (Bechtel)• Jim Humphries (Fluor)B k (15 i t )Break (15 minutes)Open Discussion to Refine Issues & Recommendations• Other Views & Issues – Equip, Services, Software Suppliers, etc.2© ARC Advisory Group• Consensus Recommendations - What Should Guidelines Address?Who Should do What to Drive Development and Adoption?
  3. 3. What is AIM for O&M & Why Do We NeedGuidelines?What is AIM for O&M & Why Do We NeedGuidelines?What is Asset Information Management (AIM)?What is AIM for O&M?What is O&M Creation & Handover?What Should Guidelines Address?3© ARC Advisory Group
  4. 4. What Is Asset Information?What Is Its Role in Asset Lifecycle Management?What Is Asset Information?What Is Its Role in Asset Lifecycle Management?Asset Information enables ALM Stakeholders toPerform. For Good Performance, it must answer:• any reasonable question,• about any asset,• for any ALM stakeholder• for any ALM stakeholder• in a way that supports their workflowHumanPhysicalFunctional• ProcessSpecs• ProcessModels• Process CalcsDesign• ProcessDesign• P&ID• Equip Layout,Design,OProcedures• Project Mgmt• Install/Test• Descriptionsof Operation• OperatingCommercial• Financial Analysis• CAPEX• Depreciation• OPEX• PurchasingStatus• Project & Site• Procurement• OperationalStatus• MROHistory• Source &Build History• OperatingHistory• Maint HistoryVirtual• Flow Diags• Equip Calcs• Equip Specs• Func DesignsBOMs• SystemDetail Design• MRO BOMs• Insp & Maint• CertificationReqs• Lockout &Safety Reqsu a gRecords• Warranty &Repair Records• O&M ServiceAgreementsInventory• Training• InspectionRecords• IncidentReports• PeopleCertificationsReference Data Activity Records4© ARC Advisory GroupAsset Information is the “Virtual Asset” that Humans need tounderstand, analyze and improve the Physical Asset !
  5. 5. What Is Asset Information?What Kinds of Information are Included?What Is Asset Information?What Kinds of Information are Included?Functional• ProcessSDesign• ProcessD iProcedures• Project MgmtCommercial• Financial AnalysisStatus• Project & SiteHistory• Source &B ild Hi tSpecs• ProcessModels• Process Calcs• Flow Diags• Equip CalcsDesign• P&ID• Equip Layout,Design,BOMs• System• Install/Test• Descriptionsof Operation• Operating• Insp & MaintC tifi ti• CAPEX• Depreciation• OPEX• PurchasingRecordsW t &• Procurement• OperationalStatus• MROInventory• TrainingBuild History• OperatingHistory• Maint History• InspectionRecords• Equip Calcs• Equip Specs• Func Designs• SystemDetail Design• MRO BOMs• CertificationReqs• Lockout &Safety Reqs• Warranty &Repair Records• O&M ServiceAgreements• Training Records• IncidentReports• PeopleCertifications5© ARC Advisory GroupReference Data Activity Records
  6. 6. What Is Asset Information?Asset Info Ranges from Paper Drawings to Operating DataWhat Is Asset Information?Asset Info Ranges from Paper Drawings to Operating DataDocumentFormats• PaperDataFormats• ProprietaryOrganized By“List” or “Object”Organized byDocumentsFiles Database“Drawings”P&IDInstallationElectricalPiping• Paper• Image• DWG, …• XML• Std XML• …Proprietary• RDB• Object DB• XML• Std XML• …“Data”Instrument ListsEquipment listsBill of MaterialsAsset (Object)Attribute Value NoteID P-300-27Type CPumpDFlow 200 CFMPR-MAX 3.5Material Ni-222 InternalP-300-27D-300-2003Piping…Virtual ViewsBill of MaterialsAssembliesSub-AssembliesStandardsPerformanceHistory…Virtual ModelsAsset (Object)Attribute Value NoteID P-300-27CVirtual ModelsMeta DataP-300-27Type CPumpDFlow 200 CFMPR-MAX 3.5Material Ni-222 Internal“Documents”ManualsOperating ProceduresMaintenance Procedures…6© ARC Advisory GroupFormal StructuresStructured Information Enables Higher Productivity!
  7. 7. Where is it Created? Where Used?Stages in the Life of a Real Physical AssetWhere is it Created? Where Used?Stages in the Life of a Real Physical AssetTimeAssetRampUpOperRdyFuncAssetctsfortheRdyPeakPerfAssmAssetAsseteldProjecModsSpecofBrownfiProjpfeCyclesoLiabCashDesProjPlan7© ARC Advisory GroupLifCashIdeaBasis
  8. 8. Where is it Created? Where Used?Created for One Purpose, But Used for ManyWhere is it Created? Where Used?Created for One Purpose, But Used for ManyTimeAssetRampUpOperRdyFuncAssetHistorical Infoto ImprovePlantInfo forPlant O&MctsfortheRdyPeakPerfAssmAssetAsset PlantieldProjecModsSpecofBrownfiProjfeCyclesoLiabCashDesB iProjPlanInfo to8© ARC Advisory GroupLiCashIdeaBasisInfo toBuild Plant
  9. 9. How Do We Manage It?An AIM Strategy Addresses All FactorsHow Do We Manage It?An AIM Strategy Addresses All FactorsAIM ProcessesKPIs/Goals(Complete, Accurate, Consistent, Accessible, Timely)AIM SolutionsAIM Processes(Governance; Creation, Collection & ETL;QA/QC, MOC, etc.)Asset InformationAIM Solutions(Platform, Database, Application Support,Device Support, Security, Access Rights, etc.)(Taxonomies, Naming Conventions,Medium, Form, Formats)9© ARC Advisory Group
  10. 10. What Processes Does AIM Include?AIM Requires Comprehensive IS ProcessesWhat Processes Does AIM Include?AIM Requires Comprehensive IS Processesq pq pProcess DescriptionAIM Data ModelSupports the building of data models that span all asset informationcategories. Ensures information is complete and consistent across differentd i t t d i th t bl id fAIM Data ModelManagementuses and is structured in a way that enables rapid access from manydifferent asset perspectives. Supports available industry standards forstructuring and exchanging of asset information.AIM ContentSupports collection, review/approval, validation, transformation,enrichment, categorization and loading of asset information fromLoading &Linking, g gapplications and legacy formats into centralized and federated informationstores. Also supports the linking of existing data stores using bothcentralized and federated strategies.AIM Quality & Supports change management and versioning recognizing all AIM datastores and all AIM data relationships Supports data quality strategiesChangeManagementstores and all AIM data relationships. Supports data quality strategies,including validation and quality checks at critical points in informationflows. Aligns with corporate Data Quality and MDM programs.AIM Role-basedU AParses AIM content in support of asset information structure, asset objects,categories and relationships. Supports role-based access with tools andlanguage appropriate for AIM players Includes visualization of AIMUser AccessManagementlanguage appropriate for AIM players. Includes visualization of AIMcontent and collaborative workflow. Integrates with popular enterpriseportal frameworks. Supports both centralized and federated strategies.ALM ProcessesProvides an environment and workflows for collaboration across the threemajor ALM processes – Design & Build, Operate & Optimize, Maintain &10© ARC Advisory GroupALM ProcessesCollaborationManagementj p g p pImprove. Includes capability to create and exchange packages, markups,comments, as-built, etc. Also supports pre-built asset informationintegrations across applications within a single ALM process – e.g. ProjectDesign and Project Scheduling; Maintenance Management and Automation.
  11. 11. AIM Must Support Other ALM StrategiesAIM is One of Many Interdependent ALM StrategiesAIM Must Support Other ALM StrategiesAIM is One of Many Interdependent ALM StrategiesAsset Lifecycle ManagementA Collection of Interdependent Business StrategiesCapital Projects Management(Design & Build)Capital Assets Management(Maintenance& Reliability)HumanVirtualPhysical HumanVirtualPhysicalAssetInformationManagementTimeetRampFunctional• ProcessSpecs• ProcessModels• Process Calcs• Flow Diags• Equip CalcsDesign• ProcessDesign• P&ID• Equip Layout,Design,BOMs• SystemProcedures• Project Mgmt• Install/Test• Descriptionsof Operation• Operating• Insp & Maint• CertificationCommercial• Financial Analysis• CAPEX• Depreciation• OPEX• PurchasingRecords• Warranty &Status• Project & Site• Procurement• OperationalStatus• MROInventory• TrainingHistory• Source &Build History• OperatingHistory• Maint History• InspectionRecordsBrownfieldProjectsfortheAsseUpOperRdyPeakPerfModsSpecAssmAssetFuncAsset11© ARC Advisory GroupEquip Calcs• Equip Specs• Func DesignsyDetail Design• MRO BOMs• CertificationReqs• Lockout &Safety Reqs• Warranty &Repair Records• O&M ServiceAgreementsTraining• IncidentReports• PeopleCertificationsReference Data Activity RecordsLifeCyclesofLiabCashIdeaDesBasisProjPlan
  12. 12. AIM for O&MAIM for O&MAIM for O&MAIM for O&M
  13. 13. What is O&M?O&M – From Plant Startup to Plant ClosureWhat is O&M?O&M – From Plant Startup to Plant ClosureTimeAssetRampUpOperRdyFuncAssetctsfortheyPeakPerfAssmAsset The O&MieldProjecModsSpecStages of theAsset LifecycleofBrownfiProjfeCyclesoLiabCashDesB iProjPlan13© ARC Advisory GroupLiCashIdeaBasis
  14. 14. What Asset Information is Used in O&M?O&M Uses Information from all AIM FlowsWhat Asset Information is Used in O&M?O&M Uses Information from all AIM FlowsTimeAssetRampUpOperRdyFuncAssetHistorical Infoto ImprovePlantInfo forPlant O&MctsfortheRdyPeakPerfAssmAssetAssetThe O&MPlantieldProjecModsSpecStages of theAsset LifecycleofBrownfiProjfeCyclesoLiabCashDesB iProjPlanInfo to14© ARC Advisory GroupLiCashIdeaBasisInfo toBuild Plant
  15. 15. What is the O&M Information Landscape?IT Solutions & Data Stores for Many Different RolesWhat is the O&M Information Landscape?IT Solutions & Data Stores for Many Different RolesyyPlant EngineeringPlantDesignProcessDesignContentMgmt ggMaint ProdReliability MRO A tMaintMgmtProdMgmtReliabilityMgmtMROMaterialsEH&S Auto15© ARC Advisory GroupOperationsMaintenance
  16. 16. Asset Information Distribution within O&M?Asset Info is Shared/Replicated Across Many Data StoresAsset Information Distribution within O&M?Asset Info is Shared/Replicated Across Many Data StoresPlant Engineering Legend:R-Reference DataA-Activity RecordsInfo fo D&BPlantDesignProcessDesignContentMgmtInfo for D&BInfo for O&MHistorical InfoR RR RMaint ProdReliability MRO A tR A R A R A R A R A R AMaintMgmtProdMgmtReliabilityMgmtMROMaterialsEH&S Auto16© ARC Advisory GroupOperationsMaintenance
  17. 17. Asset Information for O&MAsset Information for O&MCreation & HandoverCreation & Handover
  18. 18. What is Asset Info Creation & Handover?Creation & Handover Crosses Two AIM ProcessesWhat is Asset Info Creation & Handover?Creation & Handover Crosses Two AIM ProcessesProcess DescriptionAIM Data ModelSupports the building of data models that span all asset informationcategories. Ensures information is complete and consistent across differentd i t t d i th t bl id fAIM Data ModelManagementuses and is structured in a way that enables rapid access from manydifferent asset perspectives. Supports available industry standards forstructuring and exchanging of asset information.AIM ContentSupports collection, review/approval, validation, transformation,enrichment, categorization and loading of asset information fromLoading &Linking, g gapplications and legacy formats into centralized and federated informationstores. Also supports the linking of existing data stores using bothcentralized and federated strategies.AIM Quality & Supports change management and versioning recognizing all AIM datastores and all AIM data relationships Supports data quality strategiesChangeManagementstores and all AIM data relationships. Supports data quality strategies,including validation and quality checks at critical points in informationflows. Aligns with corporate Data Quality and MDM programs.AIM Role-basedU AParses AIM content in support of asset information structure, asset objects,categories and relationships. Supports role-based access with tools andlanguage appropriate for AIM players Includes visualization of AIMUser AccessManagementlanguage appropriate for AIM players. Includes visualization of AIMcontent and collaborative workflow. Integrates with popular enterpriseportal frameworks. Supports both centralized and federated strategies.ALM ProcessesProvides an environment and workflows for collaboration across the threemajor ALM processes – Design & Build, Operate & Optimize, Maintain &18© ARC Advisory GroupALM ProcessesCollaborationManagementj p g p pImprove. Includes capability to create and exchange packages, markups,comments, as-built, etc. Also supports pre-built asset informationintegrations across applications within a single ALM process – e.g. ProjectDesign and Project Scheduling; Maintenance Management and Automation.
  19. 19. Who is Involved in Creation & Handover?3 Players Share Most of the Responsibility for O&MWho is Involved in Creation & Handover?3 Players Share Most of the Responsibility for O&MEPCO/OEquipEquipVendor19© ARC Advisory GroupD&B Info O&M Info History
  20. 20. Who is Involved in Creation & Handover?Or, 4 If You Consider Internal O/O Groups …Who is Involved in Creation & Handover?Or, 4 If You Consider Internal O/O Groups …EPCO/OD&BO&MEquipO&MEquipVendor20© ARC Advisory GroupD&B Info O&M Info History
  21. 21. Who is Involved in Creation & Handover?Or Even 5, If You Use O&M Outsourcing PartnersWho is Involved in Creation & Handover?Or Even 5, If You Use O&M Outsourcing PartnersO/OEPCD&BO&MEquip &SystemSuppliersO&M ServiceProviders21© ARC Advisory GroupD&B Info O&M Info History
  22. 22. Creation & Handover ProcessesThe Current Situation for O&M – Issues VaryCreation & Handover ProcessesThe Current Situation for O&M – Issues VaryWell-DefinedContent StdPoor IS Environmentto Support AIM –Only Basic ContentMgmt for D&BIndividualO/O IssueEPCContent, StdHandoverProcedures,Poor DataInteroperabilityMgmt for D&B,Disconnected DataBases for O&MO/O IssueD&BO&MInteroperability926sEquipO&MO/O orO&M ServiceProviderWeak ContentSO159FocusEquipVendorProviderWeak ContentDefinition, No HandoverProcedures, Lack ofProject Attention,Contractual RoadblocksIndustry IssueIdeal forGuidelines!I22© ARC Advisory GroupD&B Info O&M Info HistoryCo t actua oadb oc s
  23. 23. What Should the Guidelines Address?What, Who, How, When …What Should the Guidelines Address?What, Who, How, When …, , ,, , ,What?What are the Work Steps (eg. Collect, Transform, etc.)What are the Work Items (eg. Maint Proc, MRO BOM, etc.)What is the Info Content of Each Work ItemWho?What are the various roles a party can play (eg. Primary, support,etc.)What are the rights/responsibilities of each role?Matrix for Assigning Responsibilities during Contract NegotiationsHow?What Information packages to group related informationp g g pWhat is the Form and Format of information and packageWhen?Definition of O/O EPC and Vendor activities during D&B23© ARC Advisory GroupDefinition of O/O, EPC and Vendor activities during D&BMatrix for defining timing of all info flows among all parties
  24. 24. For a free copy of a full ARC report on this topic pleasecontact the author at srsnitkin@arcweb comThank YouThank Youcontact the author at srsnitkin@arcweb.comFor more information about Asset Lifecycle Managementplease visit our web site at www.arcweb.com and look24© ARC Advisory Grouppunder “Domains/Asset Lifecycle Management”
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