FacilitiesandAssetManagement.ppt

© 2015 IBM Corporation
Business Connect 2015
Andrew Meme – Offering Manager Analytics
Facilities and Asset Management

2
Trends: Internet of Things (IoT), Analytics, Mobility, Standards
The number of connected devices is exploding ARC Advisory Industrial IoTs for Connect Assets
New interest in Asset Management
Standards
ISO 55000/PAS 55 Advanced analytics available today
Mobility take
center stage

3
Industry Leaders Use EAM to gain a Competitive Advantage
Increased Asset performance drives reliability
Contributes to the bottom line
Optimized Inventory
Enterprise Asset Management is critical in asset intensive organizations
100%
Current
Maintenance
&
Operations
Budget Leaders
Laggards
Strategic
Change
Capacity
CAPEX
Decrease
3-7%
Increased
Production
8-15%
Annual Operating Cost
Savings Avg
10-25%
CAPEX
Asset
Utilization
Unplanned
Downtime
(reactive spend)
Labor Costs
(operations and
maintenance)
Liberated funding
for transformation
investment or direct saving
Unplanned Downtime
Labor Costs
MRO Inventory (2-3 turns)
MRO
Inventory
(<1 turn)
Deployment (1-time)
CAPEX
(extend asset life)
Asset Utilization

4
Asset Management: Addressing Challenges to Drive ROI
ROI & Value for
Client
Risk and Compliance Management
• Regulatory compliance
• Health Safety & Environment
Operational Excellence
• Best Practices
• Reliability
Business Agility
• Process Standardization
• Ability to Adapt
Business Alignment
• Investment Accuracy
• Supporting Strategic Goals
System Consolidation
• One version of the truth
• Cost and Complexity
Business
Scenarios
ROI Points
Customer Example:
Transportation Industry
Labor
Utilization
Up 10-20%
• A major US railroad saved US $5M
by better tracking labor to specific
work
Asset
Utilization
Up 3-5%
• A large OEM reduced overhaul
process time from 56 days to 21
days
Equipment
purchases
Down 3-5%
• A fleet management company saved
US $9.5M by meeting 100%
availability with less
Warranty
recoveries
Up 10-50%
• A consumer products company with
a medium size fleet increased
warranty recovery 50%
Plant
Downtime
Down 5-20%
• Power generation utility 5% reduction
in planned overhauls and eliminated
5% of forced outages saving $4.6M
annually.
Inventory
needs
Down 20-30%
• A large passenger railroad was able
to identify US $18M in excess or
obsolete inventory
Inventory
carrying
costs
Down 5-20%
• A railroad reduced saved US $1.8M
impacting financing, insurance,
handling, overhead, etc.
Material
Costs
Reduced 10-
50%
• A rail maintenance service company
reduced costs 20% by optimizing
material purchases
Purchasing
labor
Reduced 10-
50%
• A fleet management company
reduced purchasing staff by 20%

5
EAM provides enterprise level visibility across functional departments.
IT Managers can see how to streamline
inventory and resources across the
organization
Contract Managers can
see asset related
contracts; negotiate
vendor T&Cs and
monitor supplier
performance
Financial Managers can see
the entire inventory and
analyze return on assets for
financial reporting
Maintenance Managers
can see job plans enabled
by availability of
information to increase
asset capacity
Field Technicians can see
work assigned to them
and capture critical data
about assets in a mobile
device
Compliance/Risk/
Governance can see asset
detail to ensure regulatory
compliance and mitigate
risk
Planner and Schedulers can see
availability of their workforce and
use graphical tools to make
assignments;
Purchasing Managers can
see costs and orders
enterprise-wide for price
comparisons, discounting,
standardization and order
tracking
Operations Managers can see
asset conditions in sufficient
detail to improve asset utilization
& performance
Executives have visibility and
control across the organization
through common systems
enabling better business
decisions

6
Enterprise Asset Management – Maturity Model
EAM is
Cost Focused
EAM is
An Investment

7
Work Management Modules
• Assignment Manager
• Job Plans
• Lock-Out/Tag-Out
• Labor Tracking
• Preventive Maintenance &
Master PM
• Qualifications
• Safety
• Service Items and
Requests
• Tools/Crafts
WORK MANAGEMENT ASSET MANAGEMENT
Asset Management Modules
 Condition Monitoring
 Failure Codes
 Locations
 Meters and Meter Groups
SUPPLY CHAIN
Inventory Management Modules
 Item Master, Storerooms
 Inventory, Inventory Usage
 Condition Codes
 Tools, Stocked Tools
 Service Items
Procurement Management Modules
 Desktop Requisitions
 Purchase Requisitions
 Purchase Orders
 Receiving & Shipment Receiving
 Request for Quotation
 Companies
 Company Master
Contract Management Modules
 Labor Rate Contracts
 Lease/Rental Contracts
 Payment Schedules
 Purchase Contracts
 Warranty Contracts
 Terms and Conditions

8
PLANNING and SCHEDULING
Planning and Scheduling Modules
• Scheduler
• Graphical Assignment
HEALTH, SAFETY and ENVIRONMENT
HSE Modules
 Operations
 Control of Work
 Investigation and improvement
 Change Management
 Compliance
 Knowledge Management
MOBILITY
Maximo Mobile
 Work Management
 Asset Management
 Inventory Management
Maximo Anywhere
• Work approvals
• Map access
• Failure Reporting
• Meter Management
ANALYTICS
Inventory Insights
Key Performance Metrics
BIRT Reporting
Maximo Business Intelligence

9
Maximo
Asset
Management
Industry Solution Model for Maximo
- addressing industry & client requirements, reducing configuration and improving overall time
to value
Industry Solutions
Customer Configuration
Oil & Gas Industry
Utilities Industry
Nuclear Industry
Transport Industry

10
Maximo
Asset
Management
Maximo Oil & Gas Industry Solution
Industry Solutions
Operations Management
• Operating Policy
• Operating Procedures
• Operators Logbook
• Production Reporting / Log
• Downtime Reporting
• Drilling & Completions
Change Management
• Change Request
• Management of Change
• Standard Actions / Groups
• Technical Authorities
• After Action Review
Risk Management
• Hazard / Risk Register
• Risk Modeling
• Risk Assessments
• Permits & Certificates
• Permit to Work
Investigation Management
• Investigations
• FMECA Analysis
• RCFA Analysis
• Five Whys Analysis
• Action Tracking
Knowledge Management
• Knowledge Capture
• Information Bulletins
• Lessons Learned
• Solutions
Compliance Management
• Audit & Survey
• Regulatory Compliance
• Conformance Management
• Corrective & Preventive Action
MRO Supply Management
• Contract Management
• Purchasing
• Inventory Management
• Warranty / Claim Processing
• Receiving / Inspections
• Invoicing
Asset Management
• Location Register
• Asset / Equipment Register
Work Management
• Work Prioritization
• Condition for Work
• Job Planning
• Work Orders
• Work Execution
Integration Products
• To complex scheduling requirements.
• To ERP systems – SAP, Oracle, etc.
• To EDM systems – Filenet, etc.

11
Maximo
Asset
Management
Maximo Utility Industry Solution
Industry Solutions
Crew Management
• A collection of resources working
together, skills, crafts, qualifications,
labor and specific people, vehicles
and tools
Smart Meters as Assets
• Asset lifecycle management for
revenue meters including bulk
receiving and transfer
Revenue Meter Sampling
• Sample templates and random
sampling support for meters
required – regulators, report status
and store test results
Meter Alarms / Condition
Monitoring
• Web service to capture specific
meter alarms such as tamper or low
battery – to launch work order to
investigate
CU Estimating & Compatible
Units Library
• Design standards for construction
estimates, comparison and selection
• Construction estimating standards
Maximo Spatial Asset Management
• GIS Integration
Integration Framework ISM - SDK
• Integration SDK type support
downloadable, as is, from the ISM
Library to assist with: Mobile Work
Force Management integration,
Graphical Design Tool integration, Fixed
Asset integration for unitization
Task Prerequisites
• Supports administrative work
requirements identifying
predecessor and successor
relationships to required work
order tasks such as an occupancy
permit prior to energizing the site
Regulatory Tracking and Support – NERC/CIP
• Asset identification as Critical Infrastructure or
relationship to regulations. Work can be tracked
as job plans supporting regulatory requirements
and inspections on all related assets. Sabotage of
any asset can also be identified.
Map in Maximo
• Map tab for assets, meters, locations,
work orders, service requests
Auto Locate and Create
• Find assets, locations, WO’s and SR’s on
a map to understand proximity and
context
Polygon Selection Sets
• Draw a specific polygon on a map and
select actions, create WO’s and
inspections
Redlining Support
• Map redline draw tools supporting
export, imports and query by attributes

12
Maximo
Asset
Management
12
Maximo Transportation Industry Solution
Industry Solutions
Inventory
• Position codes
• Count books
Alerts
• Maintenance alerts
• PM alerts
• Warranty alerts
Asset Information
• Asset alias
• Asset history
• Condition monitoring
• Consist management
• Licensing & insurance
• Axle configurations
• Specifications & vehicle
data
Campaigns
• Campaign setup
• Progress status
Labor
• Assignment manager
• Labor certification
Work Management
• Mechanic work order
• Recent & repeat repairs
• Repair orders
• Inspections & servicing
• Tire & wheel management
Fuel Management
• Fuel record
• Fuel tank monitoring
• fuel transaction import Meters
• Meter adjustments
• Meter change out
• Meter import
• Meter history
• Primary meter
• Unlimited meters
Telematics Data
• Telematics data management
Warranty
• OEM warranties
• Part warranties
• Warranty tracking & recovery
Reporting & Analysis
• Drivers log
• Industry reports & KPIs
• Life cycle costing
• Log segments & problems

13
Real estate & facilities managers had different questions in the past
How do I consolidate disparate
solutions into a single source of truth?
Will my solution be flexible enough to
adapt to future requirements?
How do I make my departments more
efficient?
How do I help my few power users, while making
my department heads better decision makers?
How do I install this solution within my IT
department’s infrastructure?
Can I integrate with my finance and
ERP systems?
Who will I turn to, when something goes
wrong?
13
Integrated Workplace Management
Solutions (IWMS)
A flexible, web-based platform that can
be configured with no code
Collaboration that reflects your way of
doing business
A single source of truth that pushes reports and
KPIs to key people
On-premise installation on powerful
servers
Interoperability is a must-have and not
an option
My IT shop and my implementation
team

14
The paradigm has advanced and shifted today
How do I make sense of all this data
and optimize performance?
What can I do to make my system more
user-friendly?
How do I ensure a return on my assets
(ROA)?
How do help many infrequent, casual users and
top level executives at the same time?
How do I reduce IT costs and risks by
putting this thing in the cloud?
Can I integrate with sensors and meters
and other things to get better data?
Who are the experts that I can turn to in
order to ensure success?

15
IBM responds uniquely with unparalleled value
How do I make sense of all this data
and optimize performance?
What can I do to make my system more
user-friendly?
How do I ensure a return on my assets
(ROA)?
How do help many infrequent, casual users and
top level executives at the same time?
How do I reduce IT costs and risks by
putting this thing in the cloud?
Can I integrate with sensors and meters
and other things to get better data?
Who are the experts that I can turn to in
order to ensure success?
Cognitive analytics that require minimal
training
Simple forms that adapt themselves to
your device types
Performance management is no longer
just an option
Subscription-based licenses provide flexibility to
many user types
Technology must be cloud-based by its
very nature
The Internet of Things (IoT) provides
massive opportunities to connect
Business analysts are as critical as
implementation teams

16
Asset
Reliability
Asset
Performance
Maintenance
Efficiency
Safety
• Asset conditions indicate potential failures
• Maintenance can be scheduled prior to
failure, reducing downtime
• Reduces chance of collateral damage
• Asset conditions indicate
degrading performance
• Maintenance can be scheduled to
improve throughput
IoT enabled Condition-based Maintenance keeps assets operating at peak
performance!
• Maintenance is performed only
when needed
• Advanced warning enables better
scheduling of maintenance
• Reduced overtime for service
personnel
• Minimizes catastrophic failure which could cause
injury
IBM Maximo
Operational Assets
 Instrument
 Directly over the Internet or
through gateway
IBM IoT
Platform
+
Secure,
reliable,
real-time
• Data from equipment can be
delivered securely
• Guaranteed delivery of
information

17
IoT makes organizations more competitive
• TRIRIGA Vision & Strategy
Improving
Operations
Accelerating
Innovation
How to deliver
better end-user
experience
with better results
through IoT
Improving
Engagement
Presence-Based RE Optimization
Building Energy Optimization
Social Collaboration
Building Information Modeling
Perceptive Applications
Employee Mobility
Cloud Solution Delivery
Cognitive Search
IoT Condition-Based Maintenance
Predictive Maintenance

18
REFPM Challenge:
Transition from building design
and construction to operation and
maintenance requires time-
consuming and costly integration
of critical information.
Management seeks to use this
information in a wide range of
applications, used by a wide range
of users.
Offerings
• TRIRIGAFacilities, Operations,
Projects
• TRIRIGAConnector for BIM
• Autodesk Revit
Solution:
TRIRIGA Connector for
BIM
BIM drives efficiency in workplace management
TRIRIGA Vision & Strategy
Provides shared information across facility design, construction and operations
Facilities Operations:
BIM stores detailed 3D geometry
and extended attributes of every
aspect of a building’s
composition. This linked data
between systems and people
increases efficiency of project
execution, facility design, and
maintenance operations
Benefits to People:
• Integrates with the 3D BIM to make
space planning faster and more efficient
• Presents extended asset details from
the BIM for maintenance technicians
• Shows task details in context of an
accurate 3D model for technicians
• Extracts accurate procurement data
directly from the BIM for project
managers

19
REFPM Challenge:
Real estate and facilities
management consists of hundreds
of business processes, ranging
from simple to complex.
Regardless of the number or
complexity, organizations face the
problem of how to employ
advanced functionality quickly and
easily to address all of them.
Offerings
• TRIRIGAwith HTML5
• TRIRIGAwith Google Polymer
The Asset:
Some organizations prescribe
unique and sometimes
complex processes to manage
their real estate and facilities
operations. Systems must
provide the ability for
management and staff to use
them efficiently and easily.
Solution:
Perceptive Applications
Saves time with Perceptive web applications
Benefits to People:
• Reduces training for
occasional users.
• Generates quick, easy
reports and views for
executives, anywhere, from
any device.
• Boosts end-user
satisfaction with system.
Simplifies the end-user experience and accelerates time-to-productivity

20
REFPM Challenge:
Mobility has become central to
integrated real estate and facilities
management. Not only are people
mobile, the assets themselves are
mobile. The challenge is how to
match both for requesting, using
and managing the wide range of
space.
Offerings
• TRIRIGAAnywhere, “Shift”
• FieldFLEX, ValuD, eCIFM,
Whitesmiths,
The Asset:
Mobile assets include the
physical assets, which may be
stationary or mobile, and the
people who management
them, who may be stationary or
mobile. All four scenarios are
situations which represent
opportunities to increase ROA.
Solution:
Mobile TRIRIGA
Mobilizes a wide range of users for a wide range of needs
Benefits to People:
• Supports the wide ranges
of mobile devices that
users use.
• Provides critical information
while users travel, or while .
stationary.
• Works on-line or off-line.
Optimizes team productivity and system adoption

21
REFPM Challenge:
IT organizations are taxed beyond
ability and experience to support
the unique requirements of real
estate and facilities management.
The REFM departments face
challenges in IT responsiveness
and how to address user-unique
requirements.
Offerings
• TRIRIGASaaS
• IBM Softlayer
The Asset:
Organizations need the power
of software and do not want to
invest in “shelfware”. TRIRIGA
in the Cloud ensures flexible
software provisioning and
provides all required
functionality quickly and on-
demand.
Solution:
TRIRIGA in the Cloud
Provisions users on an as-needed, on-demand basis
Benefits to People:
• Delivers only the required
functions as needed, at the
lowest cost for IT
departments.
• Delivers to REFM
department staff the
applications only when
required.
Accelerates system deployment and employee time-to-productivity

22
REFPM Challenge:
Massive amounts of data are
generated on a minute-by-minute
basis. Making sense of it all can be
overwhelming. Through simple,
natural language questions with
the power of cognitive analytics,
one can quickly see trends and
how to respond as never before.
Offerings
• WatsonAnalytics
• Cognos TM1
• SPSS
The Asset:
Real estate and facilities
management organizations
generate an immense amount
of data. New tools now exist to
harvest the value, which is key
to improving performance
across the entire real estate
and facilities portfolio.
Solution:
Watson Analytics for
TRIRIGA
Cognitive analytics makes sense of big data
Benefits to People:
• Provides occasional
systems advanced analysis
to occasional users with
little required training or
help.
• Generates flexible,
actionable information and
for executives’decisions.
Uncovers trends and ways to improve ROA in previously unimaginable ways

23
REFPM Challenge:
Today’s assets commonly
contain a wide range of sensors
and meters to improve ability to
monitor condition. The
acquisition and interpretation of
this data to address concerns
quickly and clearly requires a
new approach to maintenance.
Offerings
• TRIRIGAOperations
• MessageSight
• WatsonAnalytics
The Asset:
The physical assets, along with
the data from sensor-enabled
assets can provide critical,
timely information for
maintenance condition
analysis, problem detection
and rapid issue resolution.
Solution:
TRIRIGA IoT Condition-
Based Maintenance
Generates real-time metrics for real-time diagnostics
Benefits to People:
• Highlights areas of concern
for asset health by range of
threshold.
• Pinpoints maintenance
focus for technicians.
• Improves capital planning
for Finance organizations.
Reduces time-to-diagnose, time-to-resolve and time-to-repair

24
REFPM Challenge:
Assets are interconnected and
interdependent. If one fails,
others fail as a consequence.
Reducing the down-town of one
reduces the down-time of many.
Being able to predict failures
and proactively preventing them
means higher return on assets
(ROA).
Offerings
• TRIRIGAOperations
• MessageSight
• WatsonAnalytics
The Asset:
Buildings are composed of
many different assets and
systems, and many, many
more possible points of failure.
Data from sensor-enabled
assets can provide critical,
timely information for
maintenance optimization.
Solution:
TRIRIGA Predictive
Maintenance
Anticipates asset failure, prevents failure
Benefits to People:
• Highlights trends in
mission-critical asset health
for maintenance staff.
• Prescribes optimal
preventive maintenance
schedule for planners.
• Improves capital planning
for Finance organizations.
Reduces costly emergency expenses and down-time, increase productivity

25
IoT Challenge:
We need to increase the utilization
of our real estate and facilities, but
lack an understanding of
concentration patterns, movement
and usage by people in our
facilities
Offerings
• TRIRIGAFacilities & Reserve
• Presence Insights
• WatsonAnalytics
The Asset:
Monitor people movement and
concentration patterns to
modify space layout and
optimize use of real estate
assets
Solution:
Real Estate Optimization
Presence-based insights drives real estate optimization
Benefits to People:
• Empower space planners
• Reduce business unit costs
• Help lease manager
negotiate an increase or
decrease in rent
• Enable project managers to
prioritize capital spend to
ensure ROI
Increase space utilization, increase rent revenue, reduce facility expense
25

26
IoT Challenge:
Building can consume an immense
amount of energy. Instrumented
buildings can provide actionable
information for energy
management, but connected those
insights with operational
applications and the people who
use them requires a different type of
integrated solution.
Offerings
• TRIRIGATREES
• Building Management Center
• Energy consulting services
The Asset:
Buildings represent a critical
asset used by staff to perform
the required work of the
organization. Analytics-driven
energy optimization of the
buildings can provide an
optimal work environment at
reasonable cost.
Solution:
Real Estate Optimization
Smarter buildings + smarter applications = energy savings
Benefits to People:
• Reduces energy and
energy-related costs for
operations management
• Streamlines continuous
commissioning and
building retrofits for project
managers
Increase space utilization, increase rent revenue, reduce facility expense

27
REFPM Challenge:
Organizations rely on both staff and
service providers to increase reliable
process completion and reduce costs for
REFM. Service providers and staff
change over time, and organizations
require collaboration and operational
history to improve efficiency, evaluate
service agreement compliance, and
benchmark performance
Offerings
• IBM ISM Library
• Twitter, LinkedIn, others
The Asset:
Many of the real estate and
facilities management assets,
such as leases, maintenance
schedules, space allocations
and the like require in-time,
collaboration, and include new
information to reach an optimal
decision quickly.
Solution:
IBM REFM Social
Collaboration
Benefits to People:
• Provides a secure,
accessible forum for
sharing, collaborating and
making important REFM
decisions among staff.
• Provides additional
information not stored in
TRIRIGAtoday.
Social collaboration ensures superior outcomes
Accelerates sharing of time-sensitive critical information for improving operations

28
Who uses Maximo?
The largest asset intensive organizations in the world.
11 of the 12 largest PHARMACEUTICALS companies
7 of the 10 largest AUTOMOTIVE companies
8 of the 10 largest OIL & GAS companies
11 of the 20 largest diversified UTILTY companies
11 of the 12 major AEROSPACE & DEFENSE companies
9 of the 15 busiest AIRPORTS
6 of the 10 largest ENERGY companies

29
Smart in Manufacturing:
Improved factory efficiency,
reduced maintenance costs
and improved energy
performance
Michelin, France
•70 plants in 18 countries
•110,000 employees.
•Standardized globally on
Maximo
•Reduced operating costs
•Enhanced safety operations
•Improved productivity
• Accelerated knowledge sharing.
Impact of Enterprise Asset Management
Smart in Government:
the ability to visualize
infrastructure and analyze
maintenance costs in the city
of 120,000 residents
City of Cambridge, Ontario,
Canada
•250,000 transportation, water,
environment, & utilities assets
•Using Maximo Scheduler and
analytics to gain real results
•USD 100,000 per year savings in
staff time on capital forecasting
•Reduced scenario and funding
assessment time —from hours to
minutes
•
Smart in Healthcare:
Ensuring availability of critical
assets including facilities,
emergency rooms and
medical equipment
Academic Hospital Maastricht,
Netherlands
•395,000 patients and 4,700
employees
•Availability of medical equipment
critical to quality health care
•Maximo ensures optimal
maintenance of medical
equipment and laboratory
instruments

30
SMART in Transportation
Decreasing asset downtime
to help keep operations
running smoothly
Bay Area Rapid Transit, San
Francisco, USA
•Accurately prioritize work and
better manage labor
•Reduced overtime and
minimized service-affecting
outages
•Effectively plan inventory based
on maintenance demands.
Smart in Automotive:
Integrated solutions to
optimize information and
create real-time visibility of
key data
General Motors, USA
•One of the world’s largest
automobile manufacturers
•Implemented Maximo to support
its global maintenance activities
•Improved the quality of its data
collecting and reporting
processes globally
Smart in Utilities:
Sharing inventory and
processes across the entire
utility
Southern Company, USA
•43,000 MW of generating
capacity
•86 power plants serving 10
million people
•Standardized business
processes and procedures
•Reduced restoration times
•Cost avoidance during outages
•View of inventory levels across
the entire system.

31
SMART in Education:
Analytics embedded into
asset management to keep
critical campus and hospital
systems running strong
University of Tübingen, Germany
1000s of assets across multiple
campuses and clinics, the
university’s technical team
needed to prioritize workloads
•Using analytical models to guide
technicians, for the hospital and
the university as a whole
•Increased productivity of
technicians through more
predictive maintenance practices
Smart in HSE:
Establish methodology to
identify precursors and
trends to improve site &
organizational performance
ENMAX Corporation, Calgary
•Vertically integrated utility:
manage electricity, natural gas,
renewable energy with Maximo
•700,000 customer sites
throughout Alberta
•Maximo HSE Manager adopted
for Problem Identification &
Resolution at ENMAX
•formal process to improve
personnel safety, plant and
equipment reliability,
Smart in Ports:
Keeps maintenance costs
low with smarter asset
management
Sociedad Portuaria Regional
De Cartegena S.A. (SPRC)
•SPRC, a port operator in South
America, is using Maximo to
help understand and predict the
operating lifecycle of its assets.
•96% uptime for critical port
equipment with preventive
maintenance
•USD1.5 million yearly reduction
in inventory costs

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