asset

1. Asset Management System
as defined by the
Uptime Elements Framework
John Reeve, Author, CRL, CMMS Champion
from a Maximo Perspective
Jan. 29th Monday
8:30am – 9:15am
Champions III
Jan. 29th Monday
9:30am – 10:15am
Champions VII
Session #1 Session #2

2. Speaker Background Grand Gulf
Nuclear Station
1 0 0
Posts
U.S Patent 7,421,372
Maintenance
Scheduling
 2nd consultant hired by the company that invented
Maximo.
 Spent the first 10 years as an international consultant
in project management supporting cost/schedule
design. Aerospace and defense industries, as well as
nuclear power, depended on this software.
 U.S. Patent in maintenance scheduling – called the
“order of fire” for resource leveling
 In the following 20 years, specialized in asset
management design.
 Certified Reliability Leader
 13,000 LinkedIn followers
 100 postings on industry best practices, numerous
trade magazine articles
 Frequent speaker at Reliability Web and Maximo
software venues
 Book: Failure Modes to Failure Codes
 Able to comfortably discuss advanced processes for
both asset reliability and work force productivity.
 Significant overseas assignments include Australian
Defence Industry (Sydney), Australian Submarine
Corporation (Adelaide), Pohang Steel (South Korea),
Guangdong Nuclear Power (China) and Power
Generation Company of Trinidad.
 Aided in 1st RCM for Maximo Industry Best Practices
course, taught as PSDI consultant

3. Asset Reliability
Journey
COST/SCHED. ANALYSTs
MX S/W CONSULTANTs
CMMS PRACTITIONERS
RELIABILITY LEADERs

4. The software may be world class but you still need someone to
state the vision, and then, develop supporting processes.
Asset Management is what you extract
from the Asset Management System
CMMS
MAXIMO
Advanced processes provide
the largest potential
return on investment

5. How to get Certified
Passport set
Five main
verticals
Read these
books
or, attend a 1
week course

6. Most organizations would benefit from a
Long Range Plan
What makes up an
Asset Management System?
What value do the
Uptime Elements
provide?
How do these
elements relate
to Maximo?

7. Asset Management
strategy and
plans
corporate
responsibility
strategic asset
management plan
risk
management
asset
knowledge
asset lifecycle
management
decision
making
performance
indicators
continuous
improvement
executive
sponsorship
operational
excellence
human capital
management
competency
based learning
integrity reliability
journey
Asset
Condition
information
Infrared
Thermal
imaging
Non
Destructive
testing
Vibration
analysis
fluid
analysis
Ultrasound
testing
motor
testing
Machinery
lubrication
Alignment &
balancing
Reliability
Strategy
development
Reliability
Centered
design
Capital
Project
management
Reliability
engineering
Criticality
analysis
Root cause
analysis
Reliability Engineering
for Maintenance

8. Asset Management Roadmap
Although each journey is unique, the
Asset Management Roadmap creates a
comprehensive long range plan based
on organizational priorities and
availabilities.
The Long Range Plan also supports
sustainment activities, such as:
 Benchmarking activities
 Attending Maximo World
 Obtaining CRL staff accreditation
 Error Checks and Proactive Audits
Establish
Core
Team
Define
End-Game
01
Create
Strategic
Plan
02
04
Identify
Best
Practices
05
Define
Critical
Procedures
06 Define
Failure
Analytic
12
Conduct
Blended
Training
15
Perform
Criticality
Analysis
16
Perform
RCM/PMO
Analysis
17
Optimize
Planning
Scheduling
18
Impl.
Mobile
Solution
19
Assumption:
o CMMS is installed.
o Organization requests assistance in Asset Management processes
o Requests Long Range Plan showing improvement initiatives
14
Implement
Chronic
Failure
Analysis
03
Identify
Stakeholders
07
Create
AS-IS
TO-BE
08
Perform
GAP
Analysis
09
Create
Action
Plan
13
Load
Missing
Foundation
Data
20
Create
Long Range
Plan
Configure
System
10
Capture Failure
Mode on WO
11
Create
Reliability
Team
You can install software,
but you cannot install reliability.

9. Lets start
here.
Reliability LeaderTM, Uptime® ElementsTM, Reliability Framework and Asset Management SystemTM and Reliability LeadershipTM are the trademark(s) or registered
trademark(s) of NetexpressUSA Inc. d/b/a Reliabilityweb.com and its affiliates in the USA and in several other countries.
D e f e c t T r a c k i n g
Work Execution Management
is one of five verticals within the
Asset Management System
framework, provided by
Uptime Elements.
PM, PS and MRO are
singled out due to
their significance and
complexity within
Work Execution.
ODR and DE are
typically new topics
within the CMMS
community.
Defects will never stop. They are
forever being introduced and
perpetuated.
Defects will never stop. They are
forever being introduced and
perpetuated.

10. Goal #1: Build a proactive maintenance program which involves failure mode identification by O&M staff; precision
maintenance training for technicians; and RCM training for senior staff. Lastly, get Reliability Engineer involved.
Goal #2: Operations personnel should be used in 10-40% of all PM duties. This would free-up maintenance to
increase PdM activities, and gain a partner in asset reliability.
Operator Driven Reliability has operators performing minor & recurring maintenance tasks. Operators need to
accept ownership of asset reliability. They can (1) identify and report failure modes sooner, and, (2) perform basic
servicing by replacing filters, and performing lubrication. They could also have basic PdM tools with them on rounds.
ODR Basic Tasks – qualifying criteria
1. No more than one basic skill is involved, such as mechanical or electrical; but no special tool requirements
2. Only minor adjustments or lubrication activities
3. Troubleshooting “if then … then this”, e.g. electrical resets or clearing a jam
4. Defect elimination or improvement activities are encouraged
5. No significant disassembly
6. Before starting ODR program, there should be some type of “buy-off” to verify proper operator knowledge.
Senior maintenance staff should conduct walkdown to discuss possible failure modes.
7. Every operator who is assigned an ODR task should have access to the single point lesson (SPL).
Best-in-Class Tips:
 Some organizations have Defect Elimination teams who work together to make improvements.
 In some organizations, the maintenance staff is offered advance training in Condition Based Technologies.
Reliability is Everyone’s Job -- including Operations

11. Some Organizations focus heavily on Cost Management
Reliable companies will have a competitive advantage due to best-
in-class practices. This allows them to maintain a positive margin
even in a depressed market place. Maximo Advanced Processes
How do you optimize
costs to improve
reliability?

12. CMMS
I M P L E M E N T --- U T I L I Z E --- O P T I M I Z E
PLAN & SCHEDULE
DEFECT ELIMINATION
RCM ANALYSIS
PM OPTIMIZATION
CRITICALITY ANALYSIS
CHRONIC FAILURE ANALYSIS
OPERATOR DRIVEN RELIABILITY
ANALYTICAL REPORT DESIGN
WORK ORDER FEEDBACK
STO SCHEDULING
PROJECT COST TRACKING
RISK BASED
PRIORITIZATION MATRIX
LABOR
Select CMMS based on
1. Ability to configure
2. User community size
3. Industry-product ratings
4. Number of available add-ons
Design CMMS to manage by exception
1. Identify failure analytic and
other key reports
2. Reverse engineer
input reqmts.
WEEKLY
SCHEDULE
FAILURE
CODES
EMER/URGENT – PLANNED CORRECTIVE – PM/PdM - MINOR
WORK PRIORITIZATION + CATEGORIZATION
SAFETY-HAZARD REVIEW
WO Initiation
F O U N D A T I O N D A T A
cron
B A C K L O G
M A N A G E M E N T
DAILY
PLAN
ASSET
LOCATION
CRAFT CALENDAR
INVENTORY
ITEM
rop, eoq,
lead-time, safety
COMPANIES
auto
replenish
PM
JOBPLAN
ORGANIZATION
STRATEGIC TACTICAL BUSINESS PROCESS
Vision-mission
Dept Goals
Business Rules
Flow charts
CMMS SOPs
KPIs + metrics
RACI
1.0
1.2
1.3
RELIABILITY TEAM
RCM SCREEN INSIDE CMMS
FAIILURE MODE ON WO
1.1
ASSET CONDITION
ROOT CAUSE ANALYSIS
MAINT.DOWNTIME CAPTURE

13. Reliability LeaderTM, Uptime® ElementsTM, Reliability Framework and Asset Management SystemTM and Reliability LeadershipTM are the trademark(s) or registered
trademark(s) of NetexpressUSA Inc. d/b/a Reliabilityweb.com and its affiliates in the USA and in several other countries.
Strategic Asset Management Policies
 Asset Category; Asset Criteria/Definition
 Replacement Cost; Asset Condition Tracking
 Expected Service Life; Average Age
 Levels of Service
 Maintenance Schedules
 Cost Tracking; Growth Plan; Capital Projects
 Disaster Planning; Risk Management
 Asset Management Plan by Category showing SLA

14. SHAREHOLDERS END-GAME
CMMS DATA
MISSION-VISION
CORPORATE POLICY
ASSET MANAGEMENT STRATEGY
ASSET MANAGEMENT PLANS
ASSET MGMT
KNOWLEDGE
FOUNDATION
DATA
TRANSACTION
DATA
INDUSTRY
BEST
PRACTICES
DECISION
MAKING
RISK
MGMT
MANAGEMENT
OF CHANGE
LONG RANGE
PLAN (LRP)
CONTINUOUS
IMPROVEMENT
The LRP is a
greatly
under-
utilized tool
for
consolidating
improvement
initiatives
and adding
clarity.
KPIs provide
measures;
analytics
provide insight.
Too often the
CMMS user
assumes the
product o.o.b.
will have the
analytics they
need.
The analytical
reports could very
well impact the
data capture
requirements.
Thus if the CMMS
team fails to
think ahead,
capabilities
will be lost.
ANALYTICAL
REPORTS
ACTION
TRACKING
This initiative is certainly valid but if
left up to the day-to-day worker,
minimal benefit may occur. Therein
several techniques are warranted such
as WO Feedback, asset condition
capture, chronic failure analysis, RCA,
defect elimination, auditing, SQL error
checks, benchmarking, RACI chart,
asset owners, story boards, posters,
and of course training.
Continuous Improvement
1.0 1.2 1.3
1.1
Design the CMMS
to manage by
exception
-- Steven Covey

15. Reliability LeaderTM, Uptime® ElementsTM, Reliability Framework and Asset Management SystemTM and Reliability LeadershipTM are the trademark(s) or registered
trademark(s) of NetexpressUSA Inc. d/b/a Reliabilityweb.com and its affiliates in the USA and in several other countries.
 Leadership for Reliability states that leadership comes from everyone.
 Executive Sponsor should be the champion of asset management – at the
executive level. He sets the AIM where reliability is an imperative. The executive
sponsor communicates goals and helps initiates change, assigns accountability,
and explains benefits. He also reviews expectations, addresses resistance, and
reviews risks/roadblocks. Lastly, he explains why continuous improvement is
critical. Top management is also responsible for creating and resourcing the Long
Range Plan – containing improvement initiatives.
 Reliability Leader - defined: Reliability Leaders promote excellence; develop
innovative ideas in support of improve work force productivity and asset
integrity’ plus, they nurture the development of others through demonstration
and engagement. Reliability Team is coordination central for improvement ideas.
 Anyone can be a reliability leader – including P&M Technicians. To be a
reliability leader, you must be able to lead and exercise reliability leadership
effectively with no title, no position, and no authority. A reliability leader strives
to create a better future that might not otherwise exist.
 Reliability Culture is created through leadership. And optimized performance is
a principal result of this culture.
Foundation for Reliability
Create a Culture of
Reliability, Responsibility, and Accountability

16. EXECUTIVE SPONSOR
SENIOR MANAGERS
PROJECT MANAGER
RELIABILITY CHAMPIONS
ASSET CARE SPECIALISTS
1.1
Someone at the executive
level should be the
primary sponsor of
asset management
strategy
STEERING TEAM
CMMS CORE TEAM
CMMS
ADMIN
1.0
BUSINESS
ANALYST
RELIABILITY TEAM
RELIABILITY
ENGR
OPS
MGR
MATLS
MGR
P&S
MGR
POWER USERS
HSE
MGR
1.2
VP
MAINT
MGR
TRAINING MGR
T
E
C
H
N
I
C
I
A
N
S
OPS SUPV OPS
MGR
MAINT SUPV MAINT
MGR
HR MGR
OPERATOR
DRIVEN
RELIABILITY
TOTAL PRODUCTIVE MAINTENANCE
DEFECT
ELIMINATION
TEAMS
PLANT
SYSTEM
OWNERS
DIFFERENCE MAKERS
Understand shareholder values
Document goals & objectives
Promote reliability culture
Communicate vision
Team
Based
Approach
Strategic
alliance
between
departments
that supports
shared goals
Goal: Create a
Culture of Reliability
1.4 1.3

17. Reliability LeaderTM, Uptime® ElementsTM, Reliability Framework and Asset Management SystemTM and Reliability LeadershipTM are the trademark(s) or registered
trademark(s) of NetexpressUSA Inc. d/b/a Reliabilityweb.com and its affiliates in the USA and in several other countries.
Condition Based Technologies are scheduled activities, non-intrusive, and provide early warning.
Age Related Random
Only 11% of all failures are age related
If that is true, why are we doing so many
overhauls, replacements and servicing?

18. D e l i v e r y M o d e l
1.1
ASSET
TYPE
AND
FUNCTION
1.0
1.RCM Decision Tree selects tactic
2.Strategy must be viable
3.Certified staff for CBT
4.Precision skills The life of an asset is documented by transactional data, CBT, SCADA and staff observations.
CONDITION BASED TECHNOLOGIES (CBT)
and PREVENTIVE MAINTENANCE
ASSET RECORD
DATABASE
ROUTINE & URGENT WORK
Goals:
Asset Preservation
Managed Risks
Less Downtime
Return on Capital
MEET STAKEHOLDER EXPECTATIONS
Opinions from tribal knowledge
O&M Technician sensory & log readings
Graded asset condition
CMMS failure history
Data historian; SCADA
Vibration analysis
Infrared thermography
Ultrasound
Fluid analysis
Motor testing
Non Destructive Testing (NDT)
Decisions to be made
 Replace asset
 Design change
 Repair asset
 Continue operating
but alter frequency
 Install on-line
monitoring
 No action; no defect
Low
Low
Mid
Mid
Mid
High
High
High
High
High
High
Preservation Techniques
 Machinery lubrication
 Alignment & balancing
 PM restoration
 Visual testing/inspection
 Cleaning
PF Curve Position
W O R K B A C K L O G
WORK SCHEDULE
RISK BASED PRIORITIZATION MATRIX
SUSTAINED EXCELLENCE
Repaired
before failure
COST AVOIDANCE RPT
CRITICALITY
ASSET CONDITION
MANUFACTURER/MODEL
PURCHASE HISTORY
WARRANTY; AGE
REPLACEMENT COST
FUNCT. CHARACTERISTICS
PRECISION MAINTENANCE SKILLS
ASSIGNED CRAFT
Training and certification should be
supported as incentives for technicians to
increase skillset, provide more effective
maintenance, and be better compensated.
// Jack Nicholas, Jr., Uptime, Jun-Jul 2017
1.2
1.3
1.4
1.5

19. Reliability LeaderTM, Uptime® ElementsTM, Reliability Framework and Asset Management SystemTM and Reliability LeadershipTM are the trademark(s) or registered
trademark(s) of NetexpressUSA Inc. d/b/a Reliabilityweb.com and its affiliates in the USA and in several other countries.
How can you guarantee Reliability?
You can’t
But we can improve the odds

20. IDENTIFY & MANAGE RISKS
1.1
CRITICALITY
ANALYSIS
1.0
1.Perform investment planning
2.Ensure reliability in design
3.Manage capital projects
4.Operate & maintain It’s not possible to design out all possible defects therefore the organization
must deploy methods to detect failure, find true cause and mitigate it’s effects.
RCM
ANALYSIS
PMO
ANALYSIS
OEM
RECOMMENDATIONS
C
M
M
S
P
M
/
C
B
T
L
I
B
R
A
R
Y
O
&
M
T
E
C
H
N
I
C
I
A
N
P
E
R
F
O
R
M
P
R
E
C
I
S
I
O
N
M
A
I
N
T
E
N
A
N
C
E
CBT = Condition Based Technologies
ROUTINE + URGENT REPAIR WORK
SIGNIFICANT
EVENT
NORMAL PLANT OPERATION
Time-
Usage
based
Work
Orders
1.2
1.3
1.4
1.5
R o o t
C a u s e
A n a l y s i s
1.6
C h r o n i c
F a i l u r e
A n a l y s i s
1.7
WO COMPLETION UPDATES
W O
F e e d b a c k
1.8
Store RCM
Analysis
results inside
CMMS One-off WO failure mode comparison
Pareto sort identifies worst offenders and drills down on failure mode to find true cause
RCA
Trigger
Points
Monthly
Meeting
RECURRING
FAILURE
Goal: The organization must
continually improve
processes, reduce costs,
and cut waste to
remain competitive.
10-15%
70-75%
10-15%
CBT
Discovery

21. Root Cause
Analysis
Improve CMMS SOPs
Design-
Build
Failure
Analytic
Capture
Accurate
Failure Data
Capture
Failure
Mode
Allow Pareto Sort on Report:
• # Work Orders
• Operational Downtime
• Asset Condition
• Avg Annual Maint Cost / ERV
• Asset Age
Perform RCM
Analysis
Perform PMO
Analysis
Gather OEM
Recommendations
Store RCM
Analysis
inside
CMMS
Chronic
Failure
Analysis
Perform
Criticality
Analysis
Promote
Job Safety
Setup/Configure Fields:
• 5 Annual Maint Costs to Asset
• Functional Failure on WO
• Out-of-Service on WO
• TypeWork field (with pic list)
• WO Feedback
Autoscript for Oper. Downtime
AutoScript
for Rough
Estimate Imp. Backlog
Management
Spare Part
Integration
Improve Job
Planning
Provide
Ease-of-Use
for Core
System use
Improve
Workforce
Productivity
Evaluate
Speed/
Perfor-
mance
Create Backlog
Growth Report
Perform
Defect
Elimination
Setup Reliability Team
Create Power Applications:
• Defect Tracking
• RCM Analysis Screen
• WO Ranking Matrix
• HSE Accident/Incident Tracking
• PM Basic & Commitment Repository
Formalize
Core
Team
• Build Charter
• Build RACI
• Formalize WORM team
• Create Business Rules
• Build CMMS Definitions
• Create Error Checks
• Define Business Analyst
• Maintain Punchlist
• Solidify Vision/Mission
• Create Posters
• Setup Book Club
Activate CMMS Functionality:
• Type-Ahead
• Prefix WO with “YY-”
• Capture Actions Performed
• Setup Capital Tool Tracking
• Meter-based PMs
Perform Precision Maint. Training
Cost Avoidance Report
Failed Component
Component Problem
Cause Code
Setup
Asset Install Date, Warranty
Expiry, Replacement Cost
TRM John Reeve
Rev 1, 11/02/2017
AutoScript
for Backlog
Ranking
Integrate MX PR to Oracle
Incident Reporting
Punchout
Autoscript for Avg Ann Maint $$
Make Oracle WO required
Setup Asset Cond. Capture
Bus. Rule:
CM
Worktype
for Repair
Design-Build Pass-Down Report
Setup SR
Web
Based
Optimize
O&M Costs
with ROA
Enhance
Asset
Reliability
Road
Map
Understanding
the end-game
gives an
organization
significant
competitive
advantage.
Organizations
that deploy
the best
reliability-
based
maintenance
practices
provide the
best
availability at
lower cost.
Upper Mgmt Conduct Review LRP Present LRP to Stakeholders Conduct User Surveys CRL Accreditation

22. J o h n R e e v e
J o h n R e e v e
J o h n R e e v e John.Reeve@TRMNET.COM
maximo
world
Aug. 2018
Failure Modes to Failure Codes
*** Short Course ***
Benchmarking: An Essential Strategy
for every CMMS Core Team
Authors Breakfast – IMC 2017