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The Elite Eight SAP PM
Improvement
Opportunities
1
Barriers to SAP PM Effectiveness
 Maintenance Practices
Alignment with SAP PM
 SAP PM Reporting Design and
Understanding
 Enabling SAP PM End Users
 Ineffective SAP PM Master
Data
Effective SAP PM Preventive
Maintenance Application
Inadequate Planning
Documentation in SAP PM
 Inadequate Documentation in
SAP PM of Execution History
 Inadequate Equipment
Reliability History
2
SAP PM / Maintenance Best Practices Alignment
• Problem Statement
• Maintenance Operating Procedures are poorly defined or not properly
translated into SAP PM. SAP PM that does not mirror good maintenance
practices creates confusion in the organization between what is being done
and what needs to be accomplished
• Addressing the Opportunity
• Review the documented Maintenance Standard Practices and test the SAP PM
application against those practices
• For Example: Do Order and Notification Types line up with how work is classified
• Value Proposition
• When SAP PM aligns with the Maintenance Work Practices
• Work Backlog Reporting in Effective
• Maintenance Performance Reporting is Effective
• Reliability History points toward Maintenance Improvement Opportunities
3
Understanding SAP PM Reporting Capabilities
• Problem Statement
• There exists no clear expectation of what SAP PM Reporting Deliverables are
to be, and SAP PM becomes a data entry processes only. Business
improvement information is non existent. SAP PM is used only to track daily
activities
• Addressing the Opportunity
• Develop, Refine, and Document an SAP PM Reporting Matrix that details all
status and performance reporting to accomplish the Maintenance Team goals.
Implement Standard Selection and Display Variants for the entire organization
• Value Proposition
• Effective Reporting will drive
• Partnership engagement with other organizational entities
• Effective Communication of Maintenance Processes
• Drives and clarifies the input fields needed to be input into SAP PM
4
Empowering / Enabling SAP PM Users
• Problem Statement
• SAP PM users do not fully understand the SAP PM application and this results
in wasted time, incorrect data entry, and ineffective reporting
• Addressing the Opportunity
• Build step by step SAP PM Training modules that focus on each role and how
that role uses SAP PM. The training is delivered to each role and is combined
with the Standard Operating procedure
• Value Proposition
• Standardization is key when utilizing SAP PM and developing and delivering
step by step training documentation by role ensures that standardization is
well understood. Incorporating the Standard Operating Procedure ensures
that everyone is doing their part to get accurate and well documented
information into SAP PM so that good business decisions can be made based
on that data
5
Ineffective SAP PM Master Data
• Problem Statement
• Poorly designed Master Data is not allowing effective Reporting by Process
and by Equipment Type
• Addressing the Opportunity
• Analyze the existing Technical Object Structure for effective Classification of
Processes and Object Types that align with Organization divisions. Sure that
Data Transfer is effective from Master Data to Notification and Order
Processing
• Value Proposition
• When Master Data is effectively implemented, automatic data transfer will not
only reduce data entry time, but will significantly increase data accuracy. With
accurate data, SAP PM Reporting is positively impacted
6
Effective SAP PM Preventive Maintenance
• Problem Statement
• The lack of understanding and application of SAP PM Preventive Maintenance
diminishes the ability to control and report on Preventive Maintenance
Effectiveness
• Addressing the Opportunity
• Measure the current SAP PM Preventive Maintenance application. Educate the
key SAP PM Preventive Maintenance users on the capabilities of Maintenance
Plans, Task Lists, Maintenance Plan Scheduling
• Value Proposition
• Effective Preventive and Predictive Maintenance is the cornerstone to
maximizing Equipment Reliability. Flexibility and Control of the Preventive
and Predictive Maintenance will accelerate the Improvement Effort
7
Lack of Order Planning in SAP PM
• Problem Statement
• There is a lack of preparation of the Orders with the planned hours and any
materials needed to execute the job for Corrective and Preventive Orders
• Addressing the Opportunity
• Ensure that any SAP PM barriers to effective Work Order preparation are
eliminated. Demonstrate Organizational Accountability to Effective Planning
• Operational Steps (with detail) needed to execute the work
• Craft needed for each step
• Hours needed for each step
• Materials needed for the job to be performed
• Value Proposition
• Properly prepared Work Orders will result in executing the work in the most
Cost Effective manner for maintenance and Time Effective manner for
Production
8
Ineffectively Documenting Order Execution
History
• Problem Statement
• Confirmations are not being entered into SAP PM to accurately reflect:
• What was done
• The time it took to rectify the issue
• Resources that were used
• Addressing the Opportunity
• Design the SAP PM Confirmation screen to be more user friendly by removing
fields that are not needed and arranging fields in a logical order. Set the
expectation that all Confirmations are done on a daily basis and measure the
progress
• Value Proposition
• With effective confirmations, plans can be compared to actual results for two
results
• Identification of Skills Needs and Improvements
• Improvement of Scheduling and Forecasting of Maintenance Work
9
Inadequate Equipment Reliability History
• Problem Statement
• The Organization is not capturing the actual Equipment Failure Symptoms or
the Failure information and are therefore doomed to repeat it
• Addressing the Opportunity
• Design the Notification screen to be user friendly and only display the fields
needed for entry. Focus on the Problem Statement and capturing the
symptoms in the Notification.
• Make the Failure Coding Brief and Effective
• What part of the Equipment Failed
• What was the Damage
• What was the Root Cause of the Damage
• Value Proposition
• Capturing the original problem and symptoms allows for evaluation of root
issues on Equipment over time to eliminate re-occurring problems. Entering
in the Failure Codes allows for reliability engineers to easily determine where
the biggest issues exist across equipment and determine the best way to
resolve those types of issues
10

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Optimize SAP PM with Improved Master Data, Reporting, Training and Reliability Tracking

  • 1. The Elite Eight SAP PM Improvement Opportunities 1
  • 2. Barriers to SAP PM Effectiveness  Maintenance Practices Alignment with SAP PM  SAP PM Reporting Design and Understanding  Enabling SAP PM End Users  Ineffective SAP PM Master Data Effective SAP PM Preventive Maintenance Application Inadequate Planning Documentation in SAP PM  Inadequate Documentation in SAP PM of Execution History  Inadequate Equipment Reliability History 2
  • 3. SAP PM / Maintenance Best Practices Alignment • Problem Statement • Maintenance Operating Procedures are poorly defined or not properly translated into SAP PM. SAP PM that does not mirror good maintenance practices creates confusion in the organization between what is being done and what needs to be accomplished • Addressing the Opportunity • Review the documented Maintenance Standard Practices and test the SAP PM application against those practices • For Example: Do Order and Notification Types line up with how work is classified • Value Proposition • When SAP PM aligns with the Maintenance Work Practices • Work Backlog Reporting in Effective • Maintenance Performance Reporting is Effective • Reliability History points toward Maintenance Improvement Opportunities 3
  • 4. Understanding SAP PM Reporting Capabilities • Problem Statement • There exists no clear expectation of what SAP PM Reporting Deliverables are to be, and SAP PM becomes a data entry processes only. Business improvement information is non existent. SAP PM is used only to track daily activities • Addressing the Opportunity • Develop, Refine, and Document an SAP PM Reporting Matrix that details all status and performance reporting to accomplish the Maintenance Team goals. Implement Standard Selection and Display Variants for the entire organization • Value Proposition • Effective Reporting will drive • Partnership engagement with other organizational entities • Effective Communication of Maintenance Processes • Drives and clarifies the input fields needed to be input into SAP PM 4
  • 5. Empowering / Enabling SAP PM Users • Problem Statement • SAP PM users do not fully understand the SAP PM application and this results in wasted time, incorrect data entry, and ineffective reporting • Addressing the Opportunity • Build step by step SAP PM Training modules that focus on each role and how that role uses SAP PM. The training is delivered to each role and is combined with the Standard Operating procedure • Value Proposition • Standardization is key when utilizing SAP PM and developing and delivering step by step training documentation by role ensures that standardization is well understood. Incorporating the Standard Operating Procedure ensures that everyone is doing their part to get accurate and well documented information into SAP PM so that good business decisions can be made based on that data 5
  • 6. Ineffective SAP PM Master Data • Problem Statement • Poorly designed Master Data is not allowing effective Reporting by Process and by Equipment Type • Addressing the Opportunity • Analyze the existing Technical Object Structure for effective Classification of Processes and Object Types that align with Organization divisions. Sure that Data Transfer is effective from Master Data to Notification and Order Processing • Value Proposition • When Master Data is effectively implemented, automatic data transfer will not only reduce data entry time, but will significantly increase data accuracy. With accurate data, SAP PM Reporting is positively impacted 6
  • 7. Effective SAP PM Preventive Maintenance • Problem Statement • The lack of understanding and application of SAP PM Preventive Maintenance diminishes the ability to control and report on Preventive Maintenance Effectiveness • Addressing the Opportunity • Measure the current SAP PM Preventive Maintenance application. Educate the key SAP PM Preventive Maintenance users on the capabilities of Maintenance Plans, Task Lists, Maintenance Plan Scheduling • Value Proposition • Effective Preventive and Predictive Maintenance is the cornerstone to maximizing Equipment Reliability. Flexibility and Control of the Preventive and Predictive Maintenance will accelerate the Improvement Effort 7
  • 8. Lack of Order Planning in SAP PM • Problem Statement • There is a lack of preparation of the Orders with the planned hours and any materials needed to execute the job for Corrective and Preventive Orders • Addressing the Opportunity • Ensure that any SAP PM barriers to effective Work Order preparation are eliminated. Demonstrate Organizational Accountability to Effective Planning • Operational Steps (with detail) needed to execute the work • Craft needed for each step • Hours needed for each step • Materials needed for the job to be performed • Value Proposition • Properly prepared Work Orders will result in executing the work in the most Cost Effective manner for maintenance and Time Effective manner for Production 8
  • 9. Ineffectively Documenting Order Execution History • Problem Statement • Confirmations are not being entered into SAP PM to accurately reflect: • What was done • The time it took to rectify the issue • Resources that were used • Addressing the Opportunity • Design the SAP PM Confirmation screen to be more user friendly by removing fields that are not needed and arranging fields in a logical order. Set the expectation that all Confirmations are done on a daily basis and measure the progress • Value Proposition • With effective confirmations, plans can be compared to actual results for two results • Identification of Skills Needs and Improvements • Improvement of Scheduling and Forecasting of Maintenance Work 9
  • 10. Inadequate Equipment Reliability History • Problem Statement • The Organization is not capturing the actual Equipment Failure Symptoms or the Failure information and are therefore doomed to repeat it • Addressing the Opportunity • Design the Notification screen to be user friendly and only display the fields needed for entry. Focus on the Problem Statement and capturing the symptoms in the Notification. • Make the Failure Coding Brief and Effective • What part of the Equipment Failed • What was the Damage • What was the Root Cause of the Damage • Value Proposition • Capturing the original problem and symptoms allows for evaluation of root issues on Equipment over time to eliminate re-occurring problems. Entering in the Failure Codes allows for reliability engineers to easily determine where the biggest issues exist across equipment and determine the best way to resolve those types of issues 10