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B-Reliable: Asset Reliability as a Business
Strategy to Increase Competitiveness
Presented by: Isabel Torres
Bacardi Corporation
September 25,2015
A Little Bit of My Background…
Procedures Planning & Scheduling
Preventive Maintenance
Predictive Maintenance
Autonomous Maintenance
Budget Control
Proactive Maintenance
LEAN Initiatives
TeamworkMechanical Engineering
Can fit 9 Olympic Stadiums inside
London Olympic
Stadium
Area: 12 acres
The Facility
Additional Facts
The spiritual home of Bacardi Rum, “La Catedral del Ron”
Where 83% of Bacardi Rum sold globally is distilled
The largest premium rum distillery in the world
The largest distillery for Bacardi
The second most visited attraction in San Juan
Bacardi Cataño is…
External Factors Internal Factors
Unstable Economy
Hostile Competition
Floating Consumers
Globalization
Redundant Assets
Manufacturing Cost
Emerging Markets
Day to Day Competition
Environment in which we compete is aggressive..
Our environment requires
CONTINUOS IMPROVEMENTS
to be competitive in the Global Market
NEW WAYS OF WORK /
CONTINOUS
IMPROVEMENTS
TOOLS
“ If you don’t know
where you’re going, you
will wind up somewhere
else” -Yogi Berra
The Roadmap
The Situation (March 2011)
Work Requests
Resources
WO Backlog
Customer
Complaints
The Situation (March 2011)
BCORP
INITIATIVES that help us prevent, FAILURES….
STRIKING FIRST!
 Identifying and fixing it before its break
THINKING AHEAD!
 Improving it to eliminate defects
The Objectives & Vision
INITIATIVES that help us prevent, FAILURES….
The Objectives & Vision
Change the way of how
Maintenance is perceived!
CHANGING THE WAY THINGS ARE DONE
DOESN’T MEAN FAILURE,
IT MEANS EVOLUTION
The Plan
The Partnerships
Different Priorities
Roles / Responsibilities based on Strengths
Business Partners
Alignment in Objectives
Reliability Approach Supported in
production, safety, finance, and
procurement initiatives
Know Your Clients and their Assets…
TOURISM
MARKETING
MANUFACTURING
Know Your Clients and their Assets…
Asset Definition
 Define ID Standards
 Establish Equipment Types
 Generate List
 Document Control(Manual &
Specifications)
Know Your Clients and their Assets…
Asset Prioritization
 Define Critical Equipment
 Establish Maintenance
Strategy
 Identify Critical Spare Parts
0 1 2 3
P
Impact on Production
(Uptime & Production
Cost) Availiability and
Efficiency
Downtime > 1 day 8 hours < Downtime <
24 hours
Downtime < 8 hours No Effect
EQ
Equipment and Spare
Parts Status
Poor equipment condition
and/or hard to obtain
spare parts
Equipment condition
and spare parts hard to
obtain
Equipment in poor
condition and spare
parts readily available
Equipment in good
condition and
spare parts
available.
M
Maintainability
(Time to Repair /
Equipment Knowledge
/ Spare Parts / Cost)
8 hr >Time to Repair
Cost > $5000
4 hr <Time to Repair < 8
hr
Time to Repair < 1 hr
to 4hr
No Effect
S
Health Impacts
Safety Factor
Fatality or Major Injury Lost Time Injury Minor Injury No Effect
E Environmental Impacts
Major Impact (Not
Respect of Law)
Minor Impact Event Recording No Effect
Q
Impact on Quality
GMP Factor
Product Image
Reject Material, potential
major recall. Media
coverage.
Rework Material, big
impact on the Quality
OEE. Visible and
sometimes accessible
to general public
Some Effect /
Deviation, impact on
Quality OEE. Visible
but not accesible for
general public
No Effect
Criticality Assessment Grid - Bacardi
Criteria
MAINTENANCE
STRATEGY
“ A journey of a thousand miles begins with a single step”
(Lao Tzu)
Define The Maintenance Strategy
Preventive Strategy
Define The Maintenance Strategy
From Perception to Precision
"No single measurement can
provide as much information
about a machine as the vibration
signature.
Predictive Strategy: Vibration Analysis
Visual Inspection
PERCEPTION
Vibration Data
Collection
PRECISION
How can you detect some of this failures?
Predictive Strategy: Vibration Analysis
Permanent Sensors were
installed in critical
equipment with no easy
Permanent Sensors Base
were installed as visual
aids in equipment to
identify vibration data
collection points.
Maintenance Personnel were
trained for Data Collection.
89% Vibration Reduction
Predictive Strategy: Thermography Monitoring
What is More Efficient ?
Check each screw for
looseness
PERCEPTION
Check for looseness
with one picture
PRECISION
Electricians trained. Data Analysis
and Reporting performed by one of
them: Certified Thermography Level 1
Predictive Strategy: Thermography Monitoring
Technology is used for other
applications such as: pump impeller
malfunction, check tanks level, pipe
clogging, etc.
What is More Efficient ?
“We have learned to live in a world of mistakes and defective products as if
they were necessary to life"
Proactive Strategy: Laser Alignment
How do you see it?
PERCEPTION PRECISION
Proactive Strategy: Laser Alignment
Shaft Alignment Procedure in place
Maintenance Personnel were
trained for Data Collection.
Proactive Strategy: Lubrication Program
How we are
managing the oil??
Proactive Strategy: Lubrication Program
Phase II – Database development:
– Lubricant Consolidation List
– Technical Specification for each lubricant
– Handling & Storage of Lubricants Manual
– Standard Operating Procedures:
• Inspection
• Oil & grease application
• Oil & filter change
• Oil Contamination Control
– Oil analysis strategy Manual
Proactive Strategy: Lubrication Program
Phase II – Program development:
– Code of lubricant identification
• Eliminate the possibility of wrong application.
– Storage & lubrication room design
Proactive Strategy: Lubrication Program
Phase III – Equipment Modifications:
Proactive Strategy: Lubrication Program
Phase IV – Lubrication practices Re-Assessment
34% Improvement
• Asset Health Overall Snapshot
 No Anomaly Detected
 Anomaly Present, Data Under Review
 Fault Detected
• Methods that Detected Faults
• Vibration Monitoring detected 54%
of all present faults
• Lubrication Analysis implemented in
august 2014
• Quality Check
• The same technology that detected
the fault is applied to the asset
• Executed after every repair to
confirm the condition was eliminated
• In November there are 8 repaired
fault entries that will remains as faults
until the quality check is completed.
42
Asset Health Overall
(12/08/2014)
Technology Detected
0
5
10
15
20
25
30
• This indicator determines the
top offenders that historically
has affected Bacardi Puerto
Rico.
• With this indicator it can be
observed that the main Failure
Mode reported is coupling
misalignment.
• One failure that is being
addressed if failure to activate.
This failure affects the reliability
of the plant and the
effectiveness of the condition
monitoring program due to lack
of data.
43
“Quality means doing it right when no one is looking.”
MAINTENANCE
PROCESSES
 Tool Selected for Budget Control : WBS in SAP Project System
 Accountability of each Maintenance Discipline
Changing the Perception,
Maintenance as an INVESTMENT, not an expense….
HOW TO CONTROL OUR SPENDS & MAXIMIZE IT?
LEAN TOOL USE: VALUE STREAM MAPPING
VISIBILITY OF HOW MUCH WAS SPEND & ALSO IS COMMITED
Define the Maintenance Process
DO MORE AND
DO IT BETTER
WITH THE SAME $
Organized by:
Unplanned Work
Definition Guidelines
Define the Maintenance Process
Failure Analysis Tool
Define the Maintenance Process
 Are our MAINTENANCE activities and
procedures the right ones?
 If it works, don’t touch it. But are
we sure that it doesn’t have a
hidden failure?
 Do we really need to make that
inspection?
 Are we Willing to Accept the Risk and
run to failure?
RCM Analysis
Define the Maintenance Process
Projects & Maintenance
Procedures Templates
B-RELIABLE LIBRARY
Drawings, Specs & Documents Control Program
SUPPORTING
INITIATIVES
“It always seems impossible, until it’s DONE” (Nelson Mandela)
Organized by:
Organized by:
Organized by:
Organized by:
Organized by:
People
Organizational Transformation
58
Traditional Organization High Performance/Learning
Organization
Communication
ChainofCommand
Communication
“Coming together is a beginning, staying together is progress,
and working together is success”People
5,016 hrs training
(152 hrs per person)
Self-Directed Teams Trainings
 Lean Fundamentals
 Timely Decision Making
 Interpersonal Saavy
 Dealing with Ambiguity
 Priority Setting
 Effective Communication
Skills
 Conflict Management
People
Curriculum
8 VSMs worked
 Safety Work Permits
 MRO Processes
 Procurement MRO
 Work Order Management
 RCM Team Initiatives
 HVAC Units Maintenance
 Autonomous Maintenace
 Maintenance Strategy – Barrel
Loading & Unloading Maching
Over 208 areas of
Opportunities
Identified
People
0
5
10
15
20
25
30
35
40
45
FY12 FY13 FY14 FY15
Reduction in % of hours spent in EMERGENCIES
Percent
 15% Increase of Facilities Maintenance Activities with the same budget
 75% Reduction in Failures due to Lubrication
 50% Reduction in Pump Coupling and Mechanical Seals Failure
“It is hard to fail, but it is worse to have
never tried to succeed.”
“Coming together is a beginning, staying together is
progress, and working together is success”
66
THANK YOU !!

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B-Reliable: Asset Reliability as a Business Strategy to Increase Competitiveness

  • 1. Organized by: B-Reliable: Asset Reliability as a Business Strategy to Increase Competitiveness Presented by: Isabel Torres Bacardi Corporation September 25,2015
  • 2. A Little Bit of My Background… Procedures Planning & Scheduling Preventive Maintenance Predictive Maintenance Autonomous Maintenance Budget Control Proactive Maintenance LEAN Initiatives TeamworkMechanical Engineering
  • 3. Can fit 9 Olympic Stadiums inside London Olympic Stadium Area: 12 acres The Facility
  • 4. Additional Facts The spiritual home of Bacardi Rum, “La Catedral del Ron” Where 83% of Bacardi Rum sold globally is distilled The largest premium rum distillery in the world The largest distillery for Bacardi The second most visited attraction in San Juan Bacardi Cataño is…
  • 5. External Factors Internal Factors Unstable Economy Hostile Competition Floating Consumers Globalization Redundant Assets Manufacturing Cost Emerging Markets Day to Day Competition Environment in which we compete is aggressive..
  • 6. Our environment requires CONTINUOS IMPROVEMENTS to be competitive in the Global Market NEW WAYS OF WORK / CONTINOUS IMPROVEMENTS TOOLS
  • 7. “ If you don’t know where you’re going, you will wind up somewhere else” -Yogi Berra
  • 9. The Situation (March 2011) Work Requests Resources WO Backlog Customer Complaints
  • 10. The Situation (March 2011) BCORP
  • 11. INITIATIVES that help us prevent, FAILURES…. STRIKING FIRST!  Identifying and fixing it before its break THINKING AHEAD!  Improving it to eliminate defects The Objectives & Vision INITIATIVES that help us prevent, FAILURES….
  • 12. The Objectives & Vision Change the way of how Maintenance is perceived! CHANGING THE WAY THINGS ARE DONE DOESN’T MEAN FAILURE, IT MEANS EVOLUTION
  • 13.
  • 15. The Partnerships Different Priorities Roles / Responsibilities based on Strengths Business Partners Alignment in Objectives Reliability Approach Supported in production, safety, finance, and procurement initiatives
  • 16. Know Your Clients and their Assets… TOURISM MARKETING MANUFACTURING
  • 17. Know Your Clients and their Assets… Asset Definition  Define ID Standards  Establish Equipment Types  Generate List  Document Control(Manual & Specifications)
  • 18. Know Your Clients and their Assets… Asset Prioritization  Define Critical Equipment  Establish Maintenance Strategy  Identify Critical Spare Parts 0 1 2 3 P Impact on Production (Uptime & Production Cost) Availiability and Efficiency Downtime > 1 day 8 hours < Downtime < 24 hours Downtime < 8 hours No Effect EQ Equipment and Spare Parts Status Poor equipment condition and/or hard to obtain spare parts Equipment condition and spare parts hard to obtain Equipment in poor condition and spare parts readily available Equipment in good condition and spare parts available. M Maintainability (Time to Repair / Equipment Knowledge / Spare Parts / Cost) 8 hr >Time to Repair Cost > $5000 4 hr <Time to Repair < 8 hr Time to Repair < 1 hr to 4hr No Effect S Health Impacts Safety Factor Fatality or Major Injury Lost Time Injury Minor Injury No Effect E Environmental Impacts Major Impact (Not Respect of Law) Minor Impact Event Recording No Effect Q Impact on Quality GMP Factor Product Image Reject Material, potential major recall. Media coverage. Rework Material, big impact on the Quality OEE. Visible and sometimes accessible to general public Some Effect / Deviation, impact on Quality OEE. Visible but not accesible for general public No Effect Criticality Assessment Grid - Bacardi Criteria
  • 19. MAINTENANCE STRATEGY “ A journey of a thousand miles begins with a single step” (Lao Tzu)
  • 22. Define The Maintenance Strategy From Perception to Precision
  • 23. "No single measurement can provide as much information about a machine as the vibration signature. Predictive Strategy: Vibration Analysis Visual Inspection PERCEPTION Vibration Data Collection PRECISION How can you detect some of this failures?
  • 24. Predictive Strategy: Vibration Analysis Permanent Sensors were installed in critical equipment with no easy Permanent Sensors Base were installed as visual aids in equipment to identify vibration data collection points. Maintenance Personnel were trained for Data Collection.
  • 26. Predictive Strategy: Thermography Monitoring What is More Efficient ? Check each screw for looseness PERCEPTION Check for looseness with one picture PRECISION
  • 27. Electricians trained. Data Analysis and Reporting performed by one of them: Certified Thermography Level 1 Predictive Strategy: Thermography Monitoring Technology is used for other applications such as: pump impeller malfunction, check tanks level, pipe clogging, etc.
  • 28. What is More Efficient ? “We have learned to live in a world of mistakes and defective products as if they were necessary to life" Proactive Strategy: Laser Alignment How do you see it? PERCEPTION PRECISION
  • 29. Proactive Strategy: Laser Alignment Shaft Alignment Procedure in place Maintenance Personnel were trained for Data Collection.
  • 30. Proactive Strategy: Lubrication Program How we are managing the oil??
  • 31. Proactive Strategy: Lubrication Program Phase II – Database development: – Lubricant Consolidation List – Technical Specification for each lubricant – Handling & Storage of Lubricants Manual – Standard Operating Procedures: • Inspection • Oil & grease application • Oil & filter change • Oil Contamination Control – Oil analysis strategy Manual
  • 32. Proactive Strategy: Lubrication Program Phase II – Program development: – Code of lubricant identification • Eliminate the possibility of wrong application. – Storage & lubrication room design
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39. Proactive Strategy: Lubrication Program Phase III – Equipment Modifications:
  • 40.
  • 41. Proactive Strategy: Lubrication Program Phase IV – Lubrication practices Re-Assessment 34% Improvement
  • 42. • Asset Health Overall Snapshot  No Anomaly Detected  Anomaly Present, Data Under Review  Fault Detected • Methods that Detected Faults • Vibration Monitoring detected 54% of all present faults • Lubrication Analysis implemented in august 2014 • Quality Check • The same technology that detected the fault is applied to the asset • Executed after every repair to confirm the condition was eliminated • In November there are 8 repaired fault entries that will remains as faults until the quality check is completed. 42 Asset Health Overall (12/08/2014) Technology Detected 0 5 10 15 20 25 30
  • 43. • This indicator determines the top offenders that historically has affected Bacardi Puerto Rico. • With this indicator it can be observed that the main Failure Mode reported is coupling misalignment. • One failure that is being addressed if failure to activate. This failure affects the reliability of the plant and the effectiveness of the condition monitoring program due to lack of data. 43
  • 44. “Quality means doing it right when no one is looking.” MAINTENANCE PROCESSES
  • 45.  Tool Selected for Budget Control : WBS in SAP Project System  Accountability of each Maintenance Discipline Changing the Perception, Maintenance as an INVESTMENT, not an expense…. HOW TO CONTROL OUR SPENDS & MAXIMIZE IT? LEAN TOOL USE: VALUE STREAM MAPPING VISIBILITY OF HOW MUCH WAS SPEND & ALSO IS COMMITED Define the Maintenance Process DO MORE AND DO IT BETTER WITH THE SAME $
  • 48. Define the Maintenance Process Failure Analysis Tool
  • 49. Define the Maintenance Process  Are our MAINTENANCE activities and procedures the right ones?  If it works, don’t touch it. But are we sure that it doesn’t have a hidden failure?  Do we really need to make that inspection?  Are we Willing to Accept the Risk and run to failure? RCM Analysis
  • 50. Define the Maintenance Process Projects & Maintenance Procedures Templates B-RELIABLE LIBRARY Drawings, Specs & Documents Control Program
  • 51. SUPPORTING INITIATIVES “It always seems impossible, until it’s DONE” (Nelson Mandela)
  • 56.
  • 58. People Organizational Transformation 58 Traditional Organization High Performance/Learning Organization Communication ChainofCommand Communication
  • 59. “Coming together is a beginning, staying together is progress, and working together is success”People 5,016 hrs training (152 hrs per person) Self-Directed Teams Trainings
  • 60.  Lean Fundamentals  Timely Decision Making  Interpersonal Saavy  Dealing with Ambiguity  Priority Setting  Effective Communication Skills  Conflict Management People Curriculum
  • 61. 8 VSMs worked  Safety Work Permits  MRO Processes  Procurement MRO  Work Order Management  RCM Team Initiatives  HVAC Units Maintenance  Autonomous Maintenace  Maintenance Strategy – Barrel Loading & Unloading Maching Over 208 areas of Opportunities Identified People
  • 62.
  • 63. 0 5 10 15 20 25 30 35 40 45 FY12 FY13 FY14 FY15 Reduction in % of hours spent in EMERGENCIES Percent  15% Increase of Facilities Maintenance Activities with the same budget  75% Reduction in Failures due to Lubrication  50% Reduction in Pump Coupling and Mechanical Seals Failure “It is hard to fail, but it is worse to have never tried to succeed.”
  • 64.
  • 65. “Coming together is a beginning, staying together is progress, and working together is success”