The document discusses key issues for implementing an In-Vehicle Monitoring System (IVMS). It provides examples from several oil and gas companies that implemented IVMS. The main points summarized are: 1. Developing a thoughtful IVMS strategy with clear goals, communication plan, and buy-in from management is critical for success. 2. Reinforcing the IVMS program through ongoing support and feedback is important, as benefits can decrease without consistent reinforcement. 3. The implementation strategy, such as piloting with leadership or specific regions, can impact results. Starting at the top can accelerate driver buy-in.

1. IVMS Implementation – Key Issues
Peter R. Rybacki
Principal Consultant, HSE
ConocoPhillips, Inc
Cell: (832) 904-6723
Email: Peter.R.Rybacki@conocophillips.com
Lynelle Bautista
VP, Strategic Accounts
Cartasite Inc
Cell: (303) 886-5071
Email: lbautista@cartasite.com

2. December 2-3, 2014

3. December 2-3, 2014
http://stateimpact.npr.org/texas/2014/04/22/traffic-fatalities-still-on-the-rise-in-
west-texas-as-drilling-surges/

4. December 2-3, 2014
• Management champion / safety committee
• Goals / Metrics
• Risk Assessment / Driving JSA
• Vehicle Specifications
• Driver Record Review
• Policy on use of Phone / Radios / GPS
• Standards for New Driver
• Guideline for Fatigue Management
• Driver Training
• Inspect/Maintenance Program
• Foul Weather Travel Restrictions
• Journey Management Plans
• Project Transportation Plans
• Transportation Safety Specialists
• In-Vehicle Monitoring
System
Journey Management

5. December 2-3, 2014
History of IVMS
10+ Years Ago
• Big, expensive, high maintenance, & basic data
2006: Cartasite’s innovative system
adding accelerometer information
2010 to date: Cartasite’s ROVR
5 Years Ago
• Much smaller, cheaper, easier to install, gathering more data
required to assess risk

6. December 2-3, 2014
Case Study

7. December 2-3, 2014
ConocoPhillips Lower48
Performance since Implementation
94.0
94.5
95.0
95.5
96.0
96.5
97.0
97.5
98.0
Aug-13 Oct-13 Dec-13 Feb-14 Apr-14 Jun-14 Aug-14
Overall Safety Score

8. December 2-3, 2014
ConocoPhillips Lower48
Driving Behavior
0.00
0.20
0.40
0.60
0.80
1.00
1.20
1.40
1.60
Aug-13 Oct-13 Dec-13 Feb-14 Apr-14 Jun-14 Aug-14
AvgEventsperHourDriven
Speeding
Hard Braking
Rapid Starts

9. December 2-3, 2014
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
Aug-13
Sep-13
Oct-13
Nov-13
Dec-13
Jan-14
Feb-14
M
ar-14
Apr-14
M
ay-14
Jun-14
Jul-14
Aug-14
% C/D Drivers - Overall
% C/D Drivers - Speeding
0%
5%
10%
15%
20%
25%
30%
35%
40%
Aug-13 Oct-13 Dec-13 Feb-14 Apr-14 Jun-14 Aug-14
% A+ Drivers - Overall
ConocoPhillips Lower48
Outlier Drivers

10. December 2-3, 2014
To Ensure Successful
Implementation You Need a Well
Thought-out Strategy?

11. December 2-3, 2014
• Identify a Management Champion
• Commitment to building better
driving skills and reinforcing safe
drivers
• Commitment to teach supervisors
and drivers how the system works
• Your goal is not to “catch” drivers
doing something wrong
• Ensure that the proper resources are
made available to administer the
program.
Align the organization around program
objectives.

12. December 2-3, 2014
• Develop/distribute written
information to all employees
• Schedule face-to-face sessions to
explain to drivers what is about to
happen and program objectives
• Establish clear roles and
responsibilities and make sure
drivers know where to go if they
have questions
• Prepare FAQ response so that the
message is consistent
Develop a clear Communications Plan

13. December 2-3, 2014
• Use data developed during
your pilot in the broader roll-
out.
• Run your pilot for a minimum
of 3 months
• Use the pilot to build
confidence in the accuracy and
reliability of the device
• Use the pilot to test key
messages and your
communication plan
Start with a Pilot Program

14. December 2-3, 2014
Case Studies & Lessons Learned
1. What is the impact of having (and not having) a
well thought IVMS strategy?
2. What is the impact of enforcing it (or
reinforcing) it?
3. Can an IVMS implementation strategy impact
results?
• Who & where to start? (AKA “pilot”)
• What about idling?

15. December 2-3, 2014
Question 1
What happens with no IVMS Strategy?
Company A had “1-800 Bad Driver” program in
place. Central IVMS Administrator monitored
extreme events and communicated to supervisors,
who occasionally talked to drivers.
• No direct feedback to drivers
• Inconsistent supervisor intervention
• No clear expectations & consequences

16. 0.0
0.5
1.0
1.5
2.0
2.5
3.0
3.5
May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14
AvgEventsperHourDriven
Driving Behavior
Speeding
Hard Braking
Rapid Starts
December 2-3, 2014
Company A
Lots of investment of
time & resources with no
positive impact on risk.
89.0
90.0
91.0
92.0
93.0
94.0
95.0
May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14
Overall Safety Score
0%
5%
10%
15%
20%
25%
30%
35%
40%
May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14
Poor Performers
% C/D Any Metric
% C/D Drivers - Speeding

17. December 2-3, 2014
Question 2
What happens if I don’t
continually support my IVMS
strategy?
Bad news: It will delay the realization of
benefits.
Good News: Improvement can be gained at
any time.

18. December 2-3, 2014
Company B:
Worldwide Oil & Gas
Services Provider
• Created &
communicated IVMS
policy upon
implementation
• Consistent upper
level & field level
management
support began May
2012
86
87
88
89
90
91
92
93
Nov-11
Dec-11
Jan-12
Feb-12
M
ar-12
Apr-12
M
ay-12
Jun-12
Jul-12
Aug-12
Sep-12
O
ct-12
Nov-12
Overall Score

19. December 2-3, 2014
Question 3
Can an IVMS implementation strategy
impact results?
Who & where to start? (AKA “pilot”)
Approach 1: Traditional
• Pick a geographical location with supportive management
• Execute and communicate thoughtful IVMS strategy at
implementation
• Rollout to all drivers – leadership and rank & file

20. December 2-3, 2014
Company C: Worldwide Oil & Gas Producer
• Began with 3
months
traditional pilot
in one
geographic area
• Sustained
improvement
over several
months
• Regression to
bad behavior
• Improvements
return with
consistent
management
support
18 months post implementation
0
0.5
1
1.5
2
2.5
3
Apr-10
Jun-10
Aug-10
Oct-10
Dec-10
Feb-11
Apr-11
Jun-11
Aug-11
Oct-11
Dec-11
EventsPerHourDriven
Driving Behavior
Speeding
Hard Brakes
Rapid Starts

21. December 2-3, 2014
Question 3
Can an IVMS implementation strategy
impact results?
Who & where to start? (AKA “pilot”)
Approach 2: Management sets example
• Start with leadership in all locations
• Team learns with and through management’s experience

22. December 2-3, 2014
Company D:
Worldwide Oil &
Gas Producer
• Implemented with
Leadership for 3
months
• Immediate and
sustained results
• Accelerated driver
buy-in
0.00
0.20
0.40
0.60
0.80
1.00
1.20
Jun-13
Aug-13
Oct-13
Dec-13
Feb-14
Apr-14
Jun-14
Aug-14
AvgEventsperHourDriven
Driving Behavior
Avg Speeding # Events/Hr
Hard Braking
Rapid Starts
0%
10%
20%
30%
40%
50%
60%
70%
93
94
95
96
97
98
Jun-13
Aug-13
Oct-13
Dec-13
Feb-14
Apr-14
Jun-14
Aug-14
Overall Safety Score
% A+ Drivers Overall Score
Safety Score

23. December 2-3, 2014
Question 3
Can an IVMS implementation strategy
impact results?
What about idling?
• Management loves reducing fuel bill
• Field workers hate talking about idling
• Reduction in idling is often used to cost justify
the initiative

24. December 2-3, 2014
• No strong correlation between Idling & Temperature (except
January to March)
• Idling is generally a habit
• Measure, monitor, and decide on policy
0
10
20
30
40
50
60
70
80
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
80.0
January
February
M
arch
April
M
ay
June
July
August
Septem
ber
October
Novem
ber
Decem
ber
AverageOutdoorTemperature(degF)
AvgIdlingHrsperVehiclePerMonth
Annual Idling Trend
DJ Basin - CO
Company A: Op Company Company B: Service Company Avg High Temp

25. December 2-3, 2014
Case Studies & Lessons
Learned- Summary
1. Prepare, execute, and reinforce a thoughtful
IVMS strategy that is appropriate for your
company culture and safety needs.
2. As part of that plan, determine an
implementation strategy that is appropriate
for your organization.
3. Consider just measuring and monitoring
idling initially to determine best approach
for idling information.

26. December 2-3, 2014
• Use those that were part of your
pilot in the rollout
• Keep technical support available
as drivers begin to use the device
• Be ready and available to support
as people get started
• Keep administrative support
available as drivers and
supervisors begin to receive
reports
• Focus reporting on good drivers
and reinforce and reward
When you’re ready to roll…

27. December 2-3, 2014
Your IVMS data is providing you with the data you need
to build a leading indicator related to driving
performance.
Speeding events per hours driven x 50%
+ Braking events per hours driven x 30%
+ Acceleration events per hours driven x 20%
= Safety Score
Driving – Leading Indicator

28. December 2-3, 2014