Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum
 

Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum

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Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum by Sid Snitkin. ...

Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum by Sid Snitkin.
AIM is Important => Every Organizations Should Assess the Potential Benefits of Better AIM (See ARC AIM Cost Models)
AIM is More Than Technology => Build an AIM Strategy Considering Goals, People, Processes and Technology (See ARC AIM Strategy Development Process)
AIM Solutions Vary Significantly => Understand Your Needs First and Identify the Portfolio of Solutions That Really Satisfy Them (See ARC AIM Technology Models)

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Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum Presentation Transcript

  • Sid Snitkin Vice-President & GM Enterprise Advisory Services ARC Advisory Group srsnitkin@arcweb.com Asset Information Management (AIM) A Review of Recent ARC Research
  • 2© ARC Advisory Group  What is AIM?  Recent ARC AIM Research Reports • The Case for Developing an AIM Strategy • A Guide for Building a Winning AIM Program • AIM Technology Solutions • AIM Content Management and Platform Extensions  Conclusions and Recommendations Agenda
  • 3© ARC Advisory Group Plan Design Procure Build Operate Maintain Retire & Recycle A New Model for the Major ALM Processes ALM Processes Have Specific Responsibilities Plan Design Procure Build Operate Maintain Retire & Recycle Project Performance Management (PPM) Asset Performance Management (APM) Project Performance Management (PPM) Asset Performance Management (APM) Asset & Project Portfolio Management (APPM) Handover Modification RequestsFunded Projects New Facility Requests
  • 4 © ARC Advisory Group ALIM Improves ALM Performance Through Better Handover Processes and More Efficient Information Exchanges! An ALM Information Management Strategy A Blend of ALM Process and Corporate Strategies ALM Information Management (ALIM) Project Information Management (PIM) Asset & Project Portfolio Info Management (APPIM) Asset Information Management (AIM)
  • 5 © ARC Advisory Group What Does Asset Information Look Like? AIM Has to Manage All “Important” Asset Info Function • Process Specs • Process Models • Process Calcs • Flow Diags • Equip Calcs • Equip Specs • Func Designs Design • Process Design • P&ID • Equip Layout, Design, BOMs • System Detail Design • MRO BOMs Procedures • Install/Test • Descriptions of Operation • Operating • Insp & Maint • Certification Reqs • Lockout & Safety Reqs Commercial • Financial Analysis • CAPEX • Depreciation • OPEX • Purchasing Records • Warranty & Repair Records • O&M Service Agreements Status • Procurement • Operational Status • MRO Inventory History • Source & Build History • Operating History • Maint History • Inspection Records • Incident Reports • People Certifications Reference Data Activity Records Important = used in critical processes, supports high impact decisions, has EH&S impact, IP or security related, etc.
  • 6 © ARC Advisory Group Why Does it Include So Many Categories? Different Categories Answer Different Questions Function What is its role? What are its capabilities? How does it work? Design What components? How are they connected? What Parts do I need? Procedures How do I install it? How do I operate it? How do I maintain it?Commercial Who supplied it? When? How much did it cost? What warranties do I have? History How was it used? How did it perform? How was it maintained? How was it modified? Status What is its condition? What parts do I have? What work is pending?
  • 7 © ARC Advisory Group AIM Has to Support Many Different People Stakeholder Questions Span Many Categories Engineer Why did it fail? What are the requirements? What are its capabilities? Was it tested? When? How? Was it changed? How do I get it fixed? Do I have the parts? Is it covered by an O&M contract? Was it right for the task? Calcs? Was it tested? Test Results? How was it installed? How was it used? Maintained? Have there been other incidents? OEM Supplier Did you install it correctly? Did you respect operating guidelines? Did you perform suggested PM? Is the warranty still in effect? Blowout Preventer Regulator Operations Manager
  • 8 © ARC Advisory Group Managing Asset Information is Challenging Many Forms, Many Complex Linkages, Many Users Asset (Object) Attribute Value Note ID P-300-27 Type CPump DFlow 200 CFM PR-MAX 3.5 Material Ni-222 Internal P-300-27 D-300-2003 “Documents” Manuals Operating Procedures Maintenance Procedures … Formal Structures “Drawings” P&ID Installation Electrical Piping … Virtual Views Document Formats • Paper • Image • DWG, … • XML • Std XML • … Data Formats • Proprietary • RDB • Object DB • XML • Std XML • … “Data” Instrument Lists Equipment lists Bill of Materials Assemblies Sub-Assemblies Standards Performance History … Virtual Models Meta Data P-300-27 Organized By “List” or “Object” Asset (Object) Attribute Value Note ID P-300-27 Type CPump DFlow 200 CFM PR-MAX 3.5 Material Ni-222 Internal Organized by Documents Files Database Managing Content, Linkages, and Information Exchanges is Fundamental to Good Asset Information Management!
  • 9© ARC Advisory Group AIM Can Improve Performance in 2 Ways Quality and Usability - Separate But Related Issues Asset Info Value Asset Info Usability Asset Info Quality Information Quality Should be Your Initial AIM Focus!
  • 10© ARC Advisory Group What is Good Asset Information Worth? Poor Asset Information => Money Down the Drain Annual Losses: 1.5% of Sales Increased EH&S Risk
  • 11© ARC Advisory Group AIM Strategy Management Process Develop a Good Strategy & Continuously Improve It Review/Revise Goals Assess Perf Assess Strategy Plan Changes Make Changes AIM Objectives Functional • Process Specs • Process Models • Process Calcs • Flow Diags • Equip Calcs • Equip Specs • Func Designs Design • Process Design • P&ID • Equip Layout, Design, BOMs • System Detail Design • MRO BOMs Procedures • Project Mgmt • Install/Test • Descriptions of Operation • Operating • Insp & Maint • Certification Reqs • Lockout & Safety Reqs Commercial • Financial Analysis • CAPEX • Depreciation • OPEX • Purchasing Records • Warranty & Repair Records • O&M Service Agreements Status • Project & Site • Procurement • Operational Status • MRO Inventory • Training History • Source & Build History • Operating History • Maint History • Inspection Records • Incident Reports • People Certifications Reference Data Activity Records Info Asset AIM Goals AIM Performance Gaps AIM Strategy Gaps New AIM Reality AIM Peers & Solution Providers AIM Responsibles & Partners Needs/ Issues Solutions/ Support Practices/ Solutions AIM Vision, Roadmap & Initiatives AIM Stakeholders Commitment/ Resources AIM Council
  • 12© ARC Advisory Group Technology is Fundamental for AIM AIM Shares Certain Needs With Other Domains Customer Information Management Product Information Management Asset Information Management Security Mgmt AIM Can Leverage Investments Made in Other Areas! Data Mgmt Quality Mgmt Doc Mgmt Record Mgmt
  • 13© ARC Advisory Group Technology is Fundamental for AIM But AIM Also Requires Special Capabilities Customer Information Management CRM Extensions CRM-specific Content Mgmt Traditional Info Mgmt Solutions Product Information Management PLM Extensions PLM-specific Content Mgmt Traditional Info Mgmt Solutions Asset Information Management AIM Extensions AIM-specific Content Mgmt Traditional Info Mgmt Solutions Common Solutions •Data Base Mgmt •Gen’l Content Mgmt •Quality Mgmt •Security Mgmt Every Domain Has Some Special Needs! Domain Specific Solutions •Address specific domain needs •Needs may overlap domains, but are not relevant to all domains
  • 14© ARC Advisory Group AIM Work Environment AIM Information Management Environment ARC Model for AIM Solutions AIM Solutions Support Info Quality and Usability Federated Information Management Environment Data Mgmt Document Mgmt Records Mgmt Standalone AIM Applications APM Domain Applications Collaborative Work Environment Portals, Browsers, etc. AIM Info Mgmt Extensions AIM Users AIM & APM Users APM Users AIM Work Environment Exts AIM Administrators AIM-specific Content Management Solutions
  • 15© ARC Advisory Group Federated Info Mgmt Environment Solutions AIM May Require a Variety of IM Solutions Issue AIM Requirements Engineering Content Management Capability to manage engineering drawings in their native 2D/3D format (i.e. store, access and modify drawings) as well as other engineering information. Includes drawing-centric and data-centric design management solutions. Includes support for federated information management. GIS Special capability for organizations to manage information with respect to an asset’s geospatial coordinates. Includes support for federated information and the capabilities to manage/access information using relationships like within a region, near another asset, and GIS operators like polygons, buffers, etc. Manufacturing Intelligence Solutions General capability for developing global data models for information distributed across various information systems and managing the exchange of such information across applications. While they were developed for manufacturing environments, the same capabilities may be applied for AIM across a variety of general industries. Historians Special capability for organizations that have to manage time-series and event data, such as periodic readings of an asset’s condition or location or failures. Includes support for federated information and capabilities to recall information on the basis of time periods, significant events, etc.
  • 16 © ARC Advisory Group AIM Information Management Extensions Classify Relate Load Sustain Exchange Secure AssetNamingStdsMgmt AssetMetaDataStdsMgmt AssetHierarchiesMgmt AssetTag#Mgmt AIMDataModelMgmt AIMRolesMgmt GeospatialRelationshipMgmt LinearRelationshipMgmt AssetInfoTemplateMgmt DocumentScanningServices HandoverMgmt QualityMgmtServices AIMChangeMgmt ConfigurationMgmt AIMMasterDataMgmt AIMMasterDocMgmt AIMInfoExchangeStdsMgmt APMApplicationAdaptors WebServices PublishingServices BackupManagement SecurityClassificationMgmt Rights&PrivilegesMgmt SecurityMgmtServices AIM Information Management Extensions AIM Requires Additional Info Mgmt Capabilities AIM Info Mgmt Extensions Augment Content Mgmt Solutions with Special AIM Functionality!
  • 17 © ARC Advisory Group AIM Work Environment Extensions AIM Users Need Convenient Access and Support AIM Work Environment Extensions Access View Analyze Share Support Role-BasedExplorer Geospatialand NetworkNavigation 3DViewers MapViewers Analytics TimeSeriesAnalysis RootCauseAnalysis Collaboration Mobility EngineeringAIMApps O&MAIMApps ManagementAIMApps AIM Work Environment Extensions Augment Collaborative Platforms with Special AIM Functionality!
  • 18© ARC Advisory Group AIM Solutions Come in Many Flavors Today’s AIM Solutions Solve Different Problems AIM is Integrating Asset Information Silos AIM is about Operational Information AIM is Managing Change over the Asset Lifecycle Most Users Will Need a Portfolio of Solutions!
  • 19© ARC Advisory Group The AIM Solution Landscape Solutions Only Address One or Two Quadrants Collaborative AIM Portals for Design & Build Collaborative AIM Portals for Operate & Maintain Engineering Information Management Operational Information Management AIM for Engineering Information Usability Information Quality AIM for Operations
  • 20© ARC Advisory Group The AIM Solution Landscape Many Different Solutions Have a Role in AIM Best-of- Breed Project Mgmt Portals Best-of- Breed APM Portals Best-of- Breed EIM Solutions, PET Apps, Proj Mgmt Apps Mfg Intelligence Solutions, APM Apps, Historians AIM for Engineering Information Quality AIM for Operations O/O-focused PLMSolutions Collaborative Workspaces Asset-Intensive ERPSystems Content Mgmt & GIS Solutions Information Usability
  • 21© ARC Advisory Group  AIM is Important => Every Organizations Should Assess the Potential Benefits of Better AIM (See ARC AIM Cost Models)  AIM is More Than Technology => Build an AIM Strategy Considering Goals, People, Processes and Technology (See ARC AIM Strategy Development Process)  AIM Solutions Vary Significantly => Understand Your Needs First and Identify the Portfolio of Solutions That Really Satisfy Them (See ARC AIM Technology Models) Conclusions and Recommendations
  • Thank You For more information please contact author at: srsnitkin@arcweb.com