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Best Practice ā€“ Out of the Box
  Glenn Clark
  EAM Service Delivery Manager, Certus Solutions


IBM Insight Forum 09               Make change work for you   Ā®
2

       Best Practice ā€“ Out of the Box

          Extracting real business
          benefits using best practice
          b    fit   i b t         ti
          methodologies embedded in
          innovative solutions like IBM
          Maximo


IBM Insight Forum 09   Make change work for you
                                                      Ā®
4

       Technology seen as an enabler
               The 2008 IBM Global CEO Study revealed the top 3 external business
               drivers




IBM Insight Forum 09                  Make change work for you
                                                                                        Ā®
5

       Business expectations

          Optimal outcome from investment in new systems
               ā€œBang for buc s
                 a g o bucksā€

          Realising additional business benefits
               Improved Productivity
               Cost savings
               Better performance from asset and human resources
               Reducing operational down-times


          Expectation is increasingly that enablers are available
          out-of-the-box

IBM Insight Forum 09                  Make change work for you
                                                                        Ā®
Business Unit Designation or other information   6

       Optimising Systems Investment

          Delivering additional business benefits from
          replacements and upgrades
                cf. Replacement/Like for Like
          Identifying the benefits
             Processes
                Efficiency
                Integrity
             Information
                Availability
                Currency  y

IBM Insight Forum 09               Make change work for you
                                                                                                       Ā®
Business Unit Designation or other information   7

       The successful IT Project

          Historicallyā€¦
                o
                on time, a d o budge
                      e, and on budget
          Holisticallyā€¦..
            delivers additional business benefits, that are:
               foreseeable
               measurable
               achievable
               Achieved !!!



IBM Insight Forum 09              Make change work for you
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Business Unit Designation or other information   8

        Measureable Business Benefits
     Quantitative Benefits                            Qualitative Benefits:
     ā€¢Labour Utilisation up by 10-20%                 ā€¢Improved warehouse productivity
     ā€¢Asset utilisation up by 3-5%                    ā€¢Support for Sarbanes-Oxley compliance
     ā€¢Increased planned maintenance by 50-80%
                                       y              ā€¢Improved regulatory/safety compliance
     ā€¢New Equipment purchases down by 3-5%            ā€¢More accurate data for improved
     ā€¢Lost warranty recoveries up by 10-50%           decision making and process definition
     ā€¢On-hand inventory needs down by 20-30%          ā€¢Improved work planning/coordination
     ā€¢Inventory carrying costs down by 5 - 20%        ā€¢Sales growth through improved service
     ā€¢Material costs reduced by 5-10%                 ā€¢ Repository for skills and experience
     ā€¢Purchasing Labour reduced by 10-50%             (corporate memory)




IBM Insight Forum 09                     Make change work for you
                                                                                                             Ā®
Business Unit Designation or other information   9

              Evolution of Asset Management
                   Traditionally,
                   Traditionally maintenance of equipment
                       Reactive   Preventative       Corrective       ā€¦ā€¦

                   Extention into operations management

                   Trend is move towards service management
                       Maintenance now seen as a service
                         internally/externally
                       Services the organisation procures (eg outsourcing)
                       Services the organisation delivers




IBM Insight Forum 09                   Make change work for you
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Business Unit Designation or other information   10

       Evolution of Asset Management
                       It s
                       Itā€™s no longer just about the asset ā€¦
                       Itā€™s also about its history and future
                       condition


                       ā€¦ itā€™s about what
                       the asset does ā€¦
                        ..and what it costs
                        both now and into
                        the future

                                 ā€¦ and itā€™s increasingly about the
                                 service delivered to the customer
                                   ā€¦ and the safety of the delivery workforce,
                                   compliance with industry regulation and
                                   customer service level needs
                                                          needs.


IBM Insight Forum 09             Make change work for you
                                                                                                  Ā®
Business Unit Designation or other information   12

       Innovations in Asset Mgt Systems
             Select innovative systems from solution vendors and
             business partners who have invested time and capital
             in catering for the demands of your marketplace




IBM Insight Forum 09            Make change work for you
                                                                                                 Ā®
Business Unit Designation or other information   13

       Accessibility of Best Practice

          Required system attributes:
               Highly co gu ab e p ocesses
                 g y configurable processes
               Minimal development & customisation
               Upgradeability
                  g          y
               Process automation
               Flexible presentation techniques
               Information in context
               Role-based presentation




IBM Insight Forum 09             Make change work for you
                                                                                                  Ā®
Business Unit Designation or other information   14

       Some examples of Best Practice

             Role-Based User-Interfaces
             Process Automation
             Outsourced Resource Management
             Procurement to Payment (P2P)
             Labour R
             L b     Resource M Management
                                         t
             Realtime KPIā€™s
             Condition Based
             Condition-Based Maintenance
             Failure Reporting
             Mandated Safety Plans
             Mobility Solutions
             Linear Assets


IBM Insight Forum 09            Make change work for you
                                                                                                 Ā®
Business Unit Designation or other information   15

       Some examples of Best Practice

             Role-Based User-Interfaces
             Process Automation
             Outsourced Resource Management
             Procurement to Payment (P2P)
             Labour R
             L b     Resource M Management
                                         t
             Realtime KPIā€™s
             Condition Based
             Condition-Based Maintenance
             Failure Reporting
             Mandated Safety Plans
             Mobility Solutions
             Linear Assets


IBM Insight Forum 09            Make change work for you
                                                                                                 Ā®
Business Unit Designation or other information   17

       Role-Based
       Role Based Interface

          What do I need to know ?
          What do I need to do right now ?
               Show me my assigned tasks, make it easy for me
          How am I going?
               KPIā€™s, results against plans, targets
          Point out the important stuff
                          p
               Highlight significant data (wood for trees)

          Manage Multiple or Deputised Roles



IBM Insight Forum 09                Make change work for you
                                                                                                     Ā®
Business Unit Designation or other information
    Role Based UI : Maintenance Supervisor                                              18




IBM Insight Forum 09    Make change work for you
                                                                                         Ā®
Role Based UI : Purchasing Officer
                                       Business Unit Designation or other information   19




IBM Insight Forum 09    Make change work for you
                                                                                         Ā®
Business Unit Designation or other information   23

       Process Automation

          Major Benefits :
               Efficiency
                   c e cy
               Consistency
               Compliance
          Workflow
               Processes mapped in the system
               Embedded business rules
          Escalations
               Self-generating system events



IBM Insight Forum 09              Make change work for you
                                                                                                   Ā®
Business Unit Designation or other information   24

       Workflow




IBM Insight Forum 09   Make change work for you
                                                                                        Ā®
Business Unit Designation or other information   25

       Workflow ā€“ User Inbox Assignment




IBM Insight Forum 09   Make change work for you
                                                                                        Ā®
Business Unit Designation or other information   26

       Workflow ā€“ Completing Assignment




IBM Insight Forum 09   Make change work for you
                                                                                        Ā®
Business Unit Designation or other information   33

       KPIs: Results, real-time, in your face
             Results real time in-your-face

          KPI : Key Performance Indicators
               Qua
               Quantifiable measures o ac
                       ab e easu es of activity & ou co es
                                              y outcomes
               Graphical presentation is optimal
               Must be relevant to role & responsibilities
               Must be able to respond and influence outcomes
               Personal and/or collaborative
               ā€¦




IBM Insight Forum 09              Make change work for you
                                                                                                   Ā®
Business Unit Designation or other information   34

       KPIs ā€“ Dynamic and Meaningful




IBM Insight Forum 09   Make change work for you
                                                                                        Ā®
Business Unit Designation or other information   41

       Condition-Based
       Condition Based Maintenance




IBM Insight Forum 09   Make change work for you
                                                                                        Ā®
Business Unit Designation or other information   46

       Safety Management

          Hazards
               By Location o Asset
                y oca o or sse
               By Activity
          Precautions
               Relative to each Hazard
               Safety Equipment
          Skills & Qualifications
          Safety Plans




IBM Insight Forum 09              Make change work for you
                                                                                                   Ā®
Business Unit Designation or other information   47

       Mandated Safety Plans

          Safety Plans
               Hazards & Precautions
                a a ds      ecau o s
               Lock-out, & Tag-out
               Safety Equipment
                    y
          Associated with Job Plans
          Printed with Work-Pack




IBM Insight Forum 09             Make change work for you
                                                                                                  Ā®
Business Unit Designation or other information   48

       Mandated Safety Plans




IBM Insight Forum 09   Make change work for you
                                                                                        Ā®
Business Unit Designation or other information   49

       Linear Asset Management

             Any asset with ā€œlengthā€ that :
             Has multiple c a ac e s cs that c a ge o e its length
               as u p e characteristics a change over s e g
             Has discrete attributes/data at specific points/segments
             Has activity undertaken at specific points/segments
                        y                                  g
             Intersects with other assets at specific points
       Roads               Runways             Conveyors
       Railways            Tracks              Navigation Channels
       Power Lines         Rivers              Fencelines
       Pipe Lines          Coastline           Towers



IBM Insight Forum 09              Make change work for you
                                                                                                   Ā®
Business Unit Designation or other information   50

       Linear Asset Models

           Virtually segmentation of an asset - recognising specific attributes
           that comprise itā€™s length and work performed along it
        SH25           0    05       10           15            20         25          30         35


           Surface     Asphalt              Chip Seal

           Bridges
     Speed Limit       50                   100                                   80

              Lanes    4                               2

   Intersections
            WO 128               7           Trim Vegetation                 27

             WO 129                                              18   Inspect Crash Barriers      37




IBM Insight Forum 09                      Make change work for you
                                                                                                             Ā®
52




                       Thank
                       Th k you


                       Questions?




IBM Insight Forum 09    Make change work for you
                                                        Ā®

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Utility AP - Best Practice, out of the box with Maximo Asset Management

  • 1. Best Practice ā€“ Out of the Box Glenn Clark EAM Service Delivery Manager, Certus Solutions IBM Insight Forum 09 Make change work for you Ā®
  • 2. 2 Best Practice ā€“ Out of the Box Extracting real business benefits using best practice b fit i b t ti methodologies embedded in innovative solutions like IBM Maximo IBM Insight Forum 09 Make change work for you Ā®
  • 3. 4 Technology seen as an enabler The 2008 IBM Global CEO Study revealed the top 3 external business drivers IBM Insight Forum 09 Make change work for you Ā®
  • 4. 5 Business expectations Optimal outcome from investment in new systems ā€œBang for buc s a g o bucksā€ Realising additional business benefits Improved Productivity Cost savings Better performance from asset and human resources Reducing operational down-times Expectation is increasingly that enablers are available out-of-the-box IBM Insight Forum 09 Make change work for you Ā®
  • 5. Business Unit Designation or other information 6 Optimising Systems Investment Delivering additional business benefits from replacements and upgrades cf. Replacement/Like for Like Identifying the benefits Processes Efficiency Integrity Information Availability Currency y IBM Insight Forum 09 Make change work for you Ā®
  • 6. Business Unit Designation or other information 7 The successful IT Project Historicallyā€¦ o on time, a d o budge e, and on budget Holisticallyā€¦.. delivers additional business benefits, that are: foreseeable measurable achievable Achieved !!! IBM Insight Forum 09 Make change work for you Ā®
  • 7. Business Unit Designation or other information 8 Measureable Business Benefits Quantitative Benefits Qualitative Benefits: ā€¢Labour Utilisation up by 10-20% ā€¢Improved warehouse productivity ā€¢Asset utilisation up by 3-5% ā€¢Support for Sarbanes-Oxley compliance ā€¢Increased planned maintenance by 50-80% y ā€¢Improved regulatory/safety compliance ā€¢New Equipment purchases down by 3-5% ā€¢More accurate data for improved ā€¢Lost warranty recoveries up by 10-50% decision making and process definition ā€¢On-hand inventory needs down by 20-30% ā€¢Improved work planning/coordination ā€¢Inventory carrying costs down by 5 - 20% ā€¢Sales growth through improved service ā€¢Material costs reduced by 5-10% ā€¢ Repository for skills and experience ā€¢Purchasing Labour reduced by 10-50% (corporate memory) IBM Insight Forum 09 Make change work for you Ā®
  • 8. Business Unit Designation or other information 9 Evolution of Asset Management Traditionally, Traditionally maintenance of equipment Reactive Preventative Corrective ā€¦ā€¦ Extention into operations management Trend is move towards service management Maintenance now seen as a service internally/externally Services the organisation procures (eg outsourcing) Services the organisation delivers IBM Insight Forum 09 Make change work for you Ā®
  • 9. Business Unit Designation or other information 10 Evolution of Asset Management It s Itā€™s no longer just about the asset ā€¦ Itā€™s also about its history and future condition ā€¦ itā€™s about what the asset does ā€¦ ..and what it costs both now and into the future ā€¦ and itā€™s increasingly about the service delivered to the customer ā€¦ and the safety of the delivery workforce, compliance with industry regulation and customer service level needs needs. IBM Insight Forum 09 Make change work for you Ā®
  • 10. Business Unit Designation or other information 12 Innovations in Asset Mgt Systems Select innovative systems from solution vendors and business partners who have invested time and capital in catering for the demands of your marketplace IBM Insight Forum 09 Make change work for you Ā®
  • 11. Business Unit Designation or other information 13 Accessibility of Best Practice Required system attributes: Highly co gu ab e p ocesses g y configurable processes Minimal development & customisation Upgradeability g y Process automation Flexible presentation techniques Information in context Role-based presentation IBM Insight Forum 09 Make change work for you Ā®
  • 12. Business Unit Designation or other information 14 Some examples of Best Practice Role-Based User-Interfaces Process Automation Outsourced Resource Management Procurement to Payment (P2P) Labour R L b Resource M Management t Realtime KPIā€™s Condition Based Condition-Based Maintenance Failure Reporting Mandated Safety Plans Mobility Solutions Linear Assets IBM Insight Forum 09 Make change work for you Ā®
  • 13. Business Unit Designation or other information 15 Some examples of Best Practice Role-Based User-Interfaces Process Automation Outsourced Resource Management Procurement to Payment (P2P) Labour R L b Resource M Management t Realtime KPIā€™s Condition Based Condition-Based Maintenance Failure Reporting Mandated Safety Plans Mobility Solutions Linear Assets IBM Insight Forum 09 Make change work for you Ā®
  • 14. Business Unit Designation or other information 17 Role-Based Role Based Interface What do I need to know ? What do I need to do right now ? Show me my assigned tasks, make it easy for me How am I going? KPIā€™s, results against plans, targets Point out the important stuff p Highlight significant data (wood for trees) Manage Multiple or Deputised Roles IBM Insight Forum 09 Make change work for you Ā®
  • 15. Business Unit Designation or other information Role Based UI : Maintenance Supervisor 18 IBM Insight Forum 09 Make change work for you Ā®
  • 16. Role Based UI : Purchasing Officer Business Unit Designation or other information 19 IBM Insight Forum 09 Make change work for you Ā®
  • 17. Business Unit Designation or other information 23 Process Automation Major Benefits : Efficiency c e cy Consistency Compliance Workflow Processes mapped in the system Embedded business rules Escalations Self-generating system events IBM Insight Forum 09 Make change work for you Ā®
  • 18. Business Unit Designation or other information 24 Workflow IBM Insight Forum 09 Make change work for you Ā®
  • 19. Business Unit Designation or other information 25 Workflow ā€“ User Inbox Assignment IBM Insight Forum 09 Make change work for you Ā®
  • 20. Business Unit Designation or other information 26 Workflow ā€“ Completing Assignment IBM Insight Forum 09 Make change work for you Ā®
  • 21. Business Unit Designation or other information 33 KPIs: Results, real-time, in your face Results real time in-your-face KPI : Key Performance Indicators Qua Quantifiable measures o ac ab e easu es of activity & ou co es y outcomes Graphical presentation is optimal Must be relevant to role & responsibilities Must be able to respond and influence outcomes Personal and/or collaborative ā€¦ IBM Insight Forum 09 Make change work for you Ā®
  • 22. Business Unit Designation or other information 34 KPIs ā€“ Dynamic and Meaningful IBM Insight Forum 09 Make change work for you Ā®
  • 23. Business Unit Designation or other information 41 Condition-Based Condition Based Maintenance IBM Insight Forum 09 Make change work for you Ā®
  • 24. Business Unit Designation or other information 46 Safety Management Hazards By Location o Asset y oca o or sse By Activity Precautions Relative to each Hazard Safety Equipment Skills & Qualifications Safety Plans IBM Insight Forum 09 Make change work for you Ā®
  • 25. Business Unit Designation or other information 47 Mandated Safety Plans Safety Plans Hazards & Precautions a a ds ecau o s Lock-out, & Tag-out Safety Equipment y Associated with Job Plans Printed with Work-Pack IBM Insight Forum 09 Make change work for you Ā®
  • 26. Business Unit Designation or other information 48 Mandated Safety Plans IBM Insight Forum 09 Make change work for you Ā®
  • 27. Business Unit Designation or other information 49 Linear Asset Management Any asset with ā€œlengthā€ that : Has multiple c a ac e s cs that c a ge o e its length as u p e characteristics a change over s e g Has discrete attributes/data at specific points/segments Has activity undertaken at specific points/segments y g Intersects with other assets at specific points Roads Runways Conveyors Railways Tracks Navigation Channels Power Lines Rivers Fencelines Pipe Lines Coastline Towers IBM Insight Forum 09 Make change work for you Ā®
  • 28. Business Unit Designation or other information 50 Linear Asset Models Virtually segmentation of an asset - recognising specific attributes that comprise itā€™s length and work performed along it SH25 0 05 10 15 20 25 30 35 Surface Asphalt Chip Seal Bridges Speed Limit 50 100 80 Lanes 4 2 Intersections WO 128 7 Trim Vegetation 27 WO 129 18 Inspect Crash Barriers 37 IBM Insight Forum 09 Make change work for you Ā®
  • 29. 52 Thank Th k you Questions? IBM Insight Forum 09 Make change work for you Ā®