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ASSET MANAGEMENT ENABLING TECHNOLOGIES -3-
APM transformational planning, tool selection & performance tracking
We start at 12.00h. CET
Please ask your questions via the Q&A button the zoom-menu.
During the webinar all attendees are on ‘mute’.
Webinar
MAINTAINING A BETTER WORLD
ASSET MANAGEMENT
ENABLING TECHNOLOGIES
Webinar
MAINTAINING A BETTER WORLD
Johan
Ferket
INTRODUCTION
PRESENTERS
MAINTAINING A BETTER WORLD
Pieter
Wielemaker
MAINTAINING A BETTER WORLD
Asset
Register
PM Plans
Resource
Management
Procurement
APM
Asset Performance Management
AIP
Asset Investment Planning
APM Health APM Integrity
APM Reliability APM Safety
Condition Monitoring
& Predictive
Op. Risk
Portfolio Mngt.
Long term, Tactical,
Strategic decision making
Asset
Register
PM Plans
WO
Management
Planning &
Scheduling
Material
Management
EAM
Enterprise Asset
Management
APM Strategy
APM Reliability APM Safety
Short
term
EAM – APM - AIP
MAINTAINING A BETTER WORLD
APM
Asset Performance Management
AIP
Asset Investment Planning
Long term, Tactical,
Strategic decision making
EAM
Enterprise Asset
Management
Short
term
LEADING
SUPPLIERS
MAINTAINING A BETTER WORLD
STORK AMT – A LEADER IN INDUSTRIAL ASSET MANAGEMENT
TECHNOLOGY IMPLEMENTATION SERVICES
Stork has been included in the
prestigious 'Green Quadrant' of
Verdantix (an independent research and
consultancy firm) as a leader in
Industrial Asset Management Technology
Implementation Services 2024.
MAINTAINING A BETTER WORLD
APM TRANSFORMATIONAL PLANNING
TOOL SELECTION & PERFORMANCE TRACKING
1. What are the main stage gates in your APM
Roadmap?
2. Which tooling and software are best suited
for your situation: how to evaluate and
choose?
3. How to close the loop: tracking the
performance of APM.
> POLL QUESTION
MAINTAINING A BETTER WORLD
STAGE GATES
IN YOUR APM ROADMAP
• List required outcomes using an outcome map
• Define your Business Value
• Assess Current and Required maturity
• Create your APM reference architecture (data)
MAINTAINING A BETTER WORLD
1 – STAGE GATES
DEFINE YOUR REQUIRED OUTCOMES
Develop a Strategy Map to
gain an understanding of your
corporate goals, strategies
and barriers.
Select Target Outcomes from
the Strategy Map to focus on
and create a strategy and
approach
Develop a Stakeholder Map
targeting personas connected
with the targeted Outcome to
ensure support
Strategy
Mapping
Outcome
Mapping
Stakeholder
Mapping
| 11
MAINTAINING A BETTER WORLD
1 – STAGE GATES
OUTCOME MAP EXAMPLE
Lever #1
Sustain / Increase Availability
Metric: Train/System-wide
availability
Lever #2
Sustain / increase Reliability
Metric: Reliability Percentage
Lever #3:
Decrease Maintenance Costs
Metric: Annual Maintenance
Cost/Asset Capital Value
Lever #4:
Production Efficiency
Metric: Reduce Opex, Reduce
Energy consumption, Flare
minimization
Barriers:
- Many OEM vendors
- Cohesive maintenance strategy
for various equipment
- Different M&D systems
- Limited data integration
- Lack of SME (Experts)
- Different targets for Business &
Operations
Required Capabilities:
- Integrated M&D solution
- Real time View of Assets KOP &
KPI
- System level Predictive
Analytics
- Event/Alarm (HW+SW)
prioritization
- Cohesive Maintenance Strategy
- Work-process Orchestration
- Knowledge Management
Barriers:
- Process upsets
- Auxiliary equipment failure
- False indicators (trips)
- Sensor health
- Asset design / workmanship
- Operator/Human errors
- Knowledge management
- Maintenance strategy
Required Capabilities:
- Real Time integrated Process &
Equipment health Monitoring.
- Predictive Analytics on
Equipment FMEA
- Sensor Health Monitoring
- Knowledge Management
- Decision support System
- Integrated CM (S1, RM&D, SS)
- RCM Compliance
- Integrated Workflow
Barriers:
- Run-to-failure
- Emergency Work Orders (WO)
- Spare Parts planning
- Several OEM’s
- Wrench time
- Time to action
- Aging assets
Required Capabilities:
- Cohesive Maintenance
Strategy for Rotating and
Static equipment.
- Integrated CM on existing
solutions
- Predictive Maintenance
- Inventory/Spare parts
management
Barriers:
- “bottlenecks”- asset &
capacity
- Aging of assets
- System and Equipment level
Performance benchmarking
- Process Optimization
- NG Field Moratorium
- Automation
Required Capabilities:
- Asset Rejuvenation
- Process Optimization
- Real Time Equipment and
Process benchmarking
- Equipment and System level
performance benchmarking
- Knowledge Management
Outcome: Preserve/Increase Reliability, Decrease
Maintenance Cost, Decrease Volumetric Downtime
Persona: CEO, COO, Operations
Metrics: Reduce Annual Maintenance Costs by xx%
MAINTAINING A BETTER WORLD
1 – STAGE GATES
DEFINE YOUR APM IMPLEMENTION BUSINESS VALUE
MAINTAINING A BETTER WORLD
KPI
Refinery client
Target in 5
years
Benchmark
Site 1 Site 2 Site 3
Availability 95.58% 94.2% 94.1% 97%
• 97% (Solomon)
• Annual increase between 0.5 and
2% (Verdantix)
Maintenance
Budget / ARV
3.38% 3.0% 2.7% Reduce 10%
• 2% (Verdantix/SMRP)
• Annual decrease between 2% and
5% (Verdantix)
Inventory / ARV 2.12% 3.5% 1.50% Reduce 5%
• between 0.3% and 1.5% (SMRP)
• Annual decrease between
1% and 2% (Verdantix)
ARV: Asset Replacement Value
1 – STAGE GATES
APM IMPLEMENTION BUSINESS VALUE EXAMPLE
MAINTAINING A BETTER WORLD
1 – STAGE GATES
ASSESS CURRENT AND REQUIRED MATURITY
MAINTAINING A BETTER WORLD
0
1
2
3
4
BUSINESS STRATEGY TECHNOLOGY & DATA APM ASSET INTEGRITY APM RELIABILITY OPTIMIZATION DEPARTMENTAL DISCIPLINE ORGANIZATION & PEOPLE
Maturity
APM Maturity Scorecard
current target
1 – STAGE GATES
ASSESS CURRENT AND REQUIRED - EXAMPLE
MAINTAINING A BETTER WORLD
1 – STAGE GATES
CREATE YOUR APM REFERENCE ARCHITECTURE (DATA)
MAINTAINING A BETTER WORLD
2 – TOOL / SOFTWARE SELECTION
PROCESSEN vs FUNCTIONALITIES
Mechanical
Integrity
Process
Safety
Failure
Elimination
Asset
Health
Asset
Strategy
Maintenance
Reliability
MAINTAINING A BETTER WORLD
2 - TOOL / SOFTWARE SELECTION
OTHER SELECTION CRITERIA
Company
IT
Architecture
Interfaces Implementation
License Model
Future
Roadmap
Maintenance
& Support
MAINTAINING A BETTER WORLD
Operational scenarios (use cases)
− Build around the TO BE Business Model
Short List
Demonstration
− Based on operational scenarios
− Weighted score list after demonstrations
Preferred APM Solution
− Coverage functional requirements
− Implementation cost fits the budget
− Implementation duration time fits the schedule
− System ” look and feel”
− Impression of the supplier
AS IS
TO BE
Strategic
TO BE
Business
Model
Demos &
Selection
0
50
100
150
200
250
300
350
400
450
500
Vendor 1 Vendor 2 Vendor 3
1. General Information 50
2. Functional Questions of
the solution 430
3. ICT Questions 270
4. Implementation
Management 50
5. License Model 40
2 - TOOL / SOFTWARE SELECTION
APPROACH
> POLL QUESTION
MAINTAINING A BETTER WORLD
Petro-
Chemical
Mechanical Availability
3 - APM PERFORMANCE TRACKING
PETROCHEMICAL & REFINERY CLIENT RESULTS
MAINTAINING A BETTER WORLD
L1
L2
L3
L4
L4
Mechanical Availability
(%)
Planned shutdown
(days)
Turnaround Execution
Performance Index
Turnaround HSE
Performance - LTIFR
Turnaround Environment
Performance - The reported
number of spillage (#)
Turnaround Duration
Compliance (%)
Turnaround Budget
Compliance (%)
Turnaround scheduled
human hour
Compliance%
% Rework
(Work Order Base)
(Weighted Average %)
TAR contractor score
card
(weighed average %)
TAR interval (years)
Maintenance Related
Shutdown Overrun
(hours)
Planned maintenance %
Preventive Work Human-
hour (%)
Mean time between
maintenance (pumps)
(months)
Mean time between
maintenance (reciprocating
compressors) (months)
Maintenance schedule
(workforce) compliance (%)
Proactive Work , Human-
hour Percentage %
Lagging KPI
Leading KPI
3 - APM PERFORMANCE TRACKING
PETROCHEMICAL & REFINERY CLIENT KPI’S
MAINTAINING A BETTER WORLD
3 – ENSURE APM GOVERNANCE & PROGRAM EFFECTIVENESS
ENSURE ADOPTION PEOPLE - PROCESS - TECHNOLOGY
MAINTAINING A BETTER WORLD
• Make sure that from the start of your APM journey, required outcomes
and business value are clearly defined
• Select the right APM solution based on operational scenarios
demonstrated by the potential solution providers
• Enable your Asset Performance Management tracking by
• defining the right KPI’s
• building a supportive dashboard
• making sure to connect people, processes and technology
TO CONCLUDE
… SOME CONSIDERATIONS
> QUESTIONS ?
RECORDED WEBINARS
> www.stork.com/recorded-webinars
NEXT WEBINARS (DUTCH):
THANK YOU FOR YOUR ATTENDANCE
SPRAY-TYPE
DEAERATOR
BENEFITS
8 MAY
TURN-
AROUND
PREPARATION
5 JUNE
TURN-
AROUND
EXECUTION
3 JULY
CONTACT US:
> experts@stork.com

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Stork Webinar | APM Transformational planning, Tool Selection & Performance Tracking - April 2024

  • 1. ASSET MANAGEMENT ENABLING TECHNOLOGIES -3- APM transformational planning, tool selection & performance tracking We start at 12.00h. CET Please ask your questions via the Q&A button the zoom-menu. During the webinar all attendees are on ‘mute’. Webinar
  • 4. MAINTAINING A BETTER WORLD Johan Ferket INTRODUCTION PRESENTERS MAINTAINING A BETTER WORLD Pieter Wielemaker
  • 5. MAINTAINING A BETTER WORLD Asset Register PM Plans Resource Management Procurement APM Asset Performance Management AIP Asset Investment Planning APM Health APM Integrity APM Reliability APM Safety Condition Monitoring & Predictive Op. Risk Portfolio Mngt. Long term, Tactical, Strategic decision making Asset Register PM Plans WO Management Planning & Scheduling Material Management EAM Enterprise Asset Management APM Strategy APM Reliability APM Safety Short term EAM – APM - AIP
  • 6. MAINTAINING A BETTER WORLD APM Asset Performance Management AIP Asset Investment Planning Long term, Tactical, Strategic decision making EAM Enterprise Asset Management Short term LEADING SUPPLIERS
  • 7. MAINTAINING A BETTER WORLD STORK AMT – A LEADER IN INDUSTRIAL ASSET MANAGEMENT TECHNOLOGY IMPLEMENTATION SERVICES Stork has been included in the prestigious 'Green Quadrant' of Verdantix (an independent research and consultancy firm) as a leader in Industrial Asset Management Technology Implementation Services 2024.
  • 8. MAINTAINING A BETTER WORLD APM TRANSFORMATIONAL PLANNING TOOL SELECTION & PERFORMANCE TRACKING 1. What are the main stage gates in your APM Roadmap? 2. Which tooling and software are best suited for your situation: how to evaluate and choose? 3. How to close the loop: tracking the performance of APM.
  • 10. MAINTAINING A BETTER WORLD STAGE GATES IN YOUR APM ROADMAP • List required outcomes using an outcome map • Define your Business Value • Assess Current and Required maturity • Create your APM reference architecture (data)
  • 11. MAINTAINING A BETTER WORLD 1 – STAGE GATES DEFINE YOUR REQUIRED OUTCOMES Develop a Strategy Map to gain an understanding of your corporate goals, strategies and barriers. Select Target Outcomes from the Strategy Map to focus on and create a strategy and approach Develop a Stakeholder Map targeting personas connected with the targeted Outcome to ensure support Strategy Mapping Outcome Mapping Stakeholder Mapping | 11
  • 12. MAINTAINING A BETTER WORLD 1 – STAGE GATES OUTCOME MAP EXAMPLE Lever #1 Sustain / Increase Availability Metric: Train/System-wide availability Lever #2 Sustain / increase Reliability Metric: Reliability Percentage Lever #3: Decrease Maintenance Costs Metric: Annual Maintenance Cost/Asset Capital Value Lever #4: Production Efficiency Metric: Reduce Opex, Reduce Energy consumption, Flare minimization Barriers: - Many OEM vendors - Cohesive maintenance strategy for various equipment - Different M&D systems - Limited data integration - Lack of SME (Experts) - Different targets for Business & Operations Required Capabilities: - Integrated M&D solution - Real time View of Assets KOP & KPI - System level Predictive Analytics - Event/Alarm (HW+SW) prioritization - Cohesive Maintenance Strategy - Work-process Orchestration - Knowledge Management Barriers: - Process upsets - Auxiliary equipment failure - False indicators (trips) - Sensor health - Asset design / workmanship - Operator/Human errors - Knowledge management - Maintenance strategy Required Capabilities: - Real Time integrated Process & Equipment health Monitoring. - Predictive Analytics on Equipment FMEA - Sensor Health Monitoring - Knowledge Management - Decision support System - Integrated CM (S1, RM&D, SS) - RCM Compliance - Integrated Workflow Barriers: - Run-to-failure - Emergency Work Orders (WO) - Spare Parts planning - Several OEM’s - Wrench time - Time to action - Aging assets Required Capabilities: - Cohesive Maintenance Strategy for Rotating and Static equipment. - Integrated CM on existing solutions - Predictive Maintenance - Inventory/Spare parts management Barriers: - “bottlenecks”- asset & capacity - Aging of assets - System and Equipment level Performance benchmarking - Process Optimization - NG Field Moratorium - Automation Required Capabilities: - Asset Rejuvenation - Process Optimization - Real Time Equipment and Process benchmarking - Equipment and System level performance benchmarking - Knowledge Management Outcome: Preserve/Increase Reliability, Decrease Maintenance Cost, Decrease Volumetric Downtime Persona: CEO, COO, Operations Metrics: Reduce Annual Maintenance Costs by xx%
  • 13. MAINTAINING A BETTER WORLD 1 – STAGE GATES DEFINE YOUR APM IMPLEMENTION BUSINESS VALUE
  • 14. MAINTAINING A BETTER WORLD KPI Refinery client Target in 5 years Benchmark Site 1 Site 2 Site 3 Availability 95.58% 94.2% 94.1% 97% • 97% (Solomon) • Annual increase between 0.5 and 2% (Verdantix) Maintenance Budget / ARV 3.38% 3.0% 2.7% Reduce 10% • 2% (Verdantix/SMRP) • Annual decrease between 2% and 5% (Verdantix) Inventory / ARV 2.12% 3.5% 1.50% Reduce 5% • between 0.3% and 1.5% (SMRP) • Annual decrease between 1% and 2% (Verdantix) ARV: Asset Replacement Value 1 – STAGE GATES APM IMPLEMENTION BUSINESS VALUE EXAMPLE
  • 15. MAINTAINING A BETTER WORLD 1 – STAGE GATES ASSESS CURRENT AND REQUIRED MATURITY
  • 16. MAINTAINING A BETTER WORLD 0 1 2 3 4 BUSINESS STRATEGY TECHNOLOGY & DATA APM ASSET INTEGRITY APM RELIABILITY OPTIMIZATION DEPARTMENTAL DISCIPLINE ORGANIZATION & PEOPLE Maturity APM Maturity Scorecard current target 1 – STAGE GATES ASSESS CURRENT AND REQUIRED - EXAMPLE
  • 17. MAINTAINING A BETTER WORLD 1 – STAGE GATES CREATE YOUR APM REFERENCE ARCHITECTURE (DATA)
  • 18. MAINTAINING A BETTER WORLD 2 – TOOL / SOFTWARE SELECTION PROCESSEN vs FUNCTIONALITIES Mechanical Integrity Process Safety Failure Elimination Asset Health Asset Strategy Maintenance Reliability
  • 19. MAINTAINING A BETTER WORLD 2 - TOOL / SOFTWARE SELECTION OTHER SELECTION CRITERIA Company IT Architecture Interfaces Implementation License Model Future Roadmap Maintenance & Support
  • 20. MAINTAINING A BETTER WORLD Operational scenarios (use cases) − Build around the TO BE Business Model Short List Demonstration − Based on operational scenarios − Weighted score list after demonstrations Preferred APM Solution − Coverage functional requirements − Implementation cost fits the budget − Implementation duration time fits the schedule − System ” look and feel” − Impression of the supplier AS IS TO BE Strategic TO BE Business Model Demos & Selection 0 50 100 150 200 250 300 350 400 450 500 Vendor 1 Vendor 2 Vendor 3 1. General Information 50 2. Functional Questions of the solution 430 3. ICT Questions 270 4. Implementation Management 50 5. License Model 40 2 - TOOL / SOFTWARE SELECTION APPROACH
  • 22. MAINTAINING A BETTER WORLD Petro- Chemical Mechanical Availability 3 - APM PERFORMANCE TRACKING PETROCHEMICAL & REFINERY CLIENT RESULTS
  • 23. MAINTAINING A BETTER WORLD L1 L2 L3 L4 L4 Mechanical Availability (%) Planned shutdown (days) Turnaround Execution Performance Index Turnaround HSE Performance - LTIFR Turnaround Environment Performance - The reported number of spillage (#) Turnaround Duration Compliance (%) Turnaround Budget Compliance (%) Turnaround scheduled human hour Compliance% % Rework (Work Order Base) (Weighted Average %) TAR contractor score card (weighed average %) TAR interval (years) Maintenance Related Shutdown Overrun (hours) Planned maintenance % Preventive Work Human- hour (%) Mean time between maintenance (pumps) (months) Mean time between maintenance (reciprocating compressors) (months) Maintenance schedule (workforce) compliance (%) Proactive Work , Human- hour Percentage % Lagging KPI Leading KPI 3 - APM PERFORMANCE TRACKING PETROCHEMICAL & REFINERY CLIENT KPI’S
  • 24. MAINTAINING A BETTER WORLD 3 – ENSURE APM GOVERNANCE & PROGRAM EFFECTIVENESS ENSURE ADOPTION PEOPLE - PROCESS - TECHNOLOGY
  • 25. MAINTAINING A BETTER WORLD • Make sure that from the start of your APM journey, required outcomes and business value are clearly defined • Select the right APM solution based on operational scenarios demonstrated by the potential solution providers • Enable your Asset Performance Management tracking by • defining the right KPI’s • building a supportive dashboard • making sure to connect people, processes and technology TO CONCLUDE … SOME CONSIDERATIONS
  • 27. RECORDED WEBINARS > www.stork.com/recorded-webinars NEXT WEBINARS (DUTCH): THANK YOU FOR YOUR ATTENDANCE SPRAY-TYPE DEAERATOR BENEFITS 8 MAY TURN- AROUND PREPARATION 5 JUNE TURN- AROUND EXECUTION 3 JULY CONTACT US: > experts@stork.com

Editor's Notes

  1. [Ferry] Introductie t/m de spelers....Bram als nieuws lezer...
  2. Slide herwerken en definities van de verschillende AM Enabling technologies opnemen : Enterprise asset management (EAM) consists of the followings in an integrated business software package: asset register work order management inventory and procurement functions. An Asset Investment Planning (AIP) application is a newer approach to capital investment planning that enables organizations to use data-driven insights to drive decision-making and investment planning over the long term. AIP software instead of EAM and APM enhances complex, longer-term tactical and strategic decisions relating to the CAPEX/OPEX budget allocations and overall asset management planning. AIP systems leverage asset data (primarily sourced from APM and EAM systems) to predict the current and future performance of the asset base over a predefined horizon (usually over a year).
  3. Slide herwerken en definities van de verschillende AM Enabling technologies opnemen : Enterprise asset management (EAM) consists of the followings in an integrated business software package: asset register work order management inventory and procurement functions. An Asset Investment Planning (AIP) application is a newer approach to capital investment planning that enables organizations to use data-driven insights to drive decision-making and investment planning over the long term. AIP software instead of EAM and APM enhances complex, longer-term tactical and strategic decisions relating to the CAPEX/OPEX budget allocations and overall asset management planning. AIP systems leverage asset data (primarily sourced from APM and EAM systems) to predict the current and future performance of the asset base over a predefined horizon (usually over a year).
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  7. Ferry: 21 juni:            Kip of ei - Wat zijn de ontwikkelingen in NL waterstofland (en wat kan dat betekenen voor jou als asset owner) 23 augustus:     Waterstof competenties 20 September:  Klaar voor waterstof