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Maximo HSE Solution Overview

The document provides an overview of Maximo's Health, Safety and Environment (HSE) solution. It discusses the HSE capabilities such as incident management, investigations, management of change, and regulatory compliance. Implementing Maximo HSE allows organizations to improve operational performance, identify root causes of problems, support robust change requirements, and ensure regulatory compliance. The presentation also covers an agenda, the presenter's background, Maximo industry solutions and add-ons, and a high-level demonstration of the HSE capabilities.

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Jaadi 786
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© © All Rights Reserved
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616 views25 pages

Maximo HSE Solution Overview

The document provides an overview of Maximo's Health, Safety and Environment (HSE) solution. It discusses the HSE capabilities such as incident management, investigations, management of change, and regulatory compliance. Implementing Maximo HSE allows organizations to improve operational performance, identify root causes of problems, support robust change requirements, and ensure regulatory compliance. The presentation also covers an agenda, the presenter's background, Maximo industry solutions and add-ons, and a high-level demonstration of the HSE capabilities.

Uploaded by

Jaadi 786
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Maximo HSE Solution Overview
  • HSE Capabilities and Benefits
  • HSE Product Roadmap
  • HSE Demonstration
  • Q&A

Maximo HSE Overview

Health, Safety and Environment Solution


About the Presenter

Trish Gosch, Account Executive/Senior Consultant


• 21 years of Maximo Implementation Experience
• 9+ years with Ontracks
• Experience with:
– Versions 3.0.x up to 7.6.1.1
– Maximo for Oil & Gas/HSE
– Maximo Transportation
– Maximo for Utilities
Agenda

• Maximo HSE Solution Overview


• HSE Capabilities and Benefits
• HSE Product Roadmap
• High-Level HSE Demonstration
• Q&A
Industry Solutions & Add-ons

Core Solution SaaS Solutions


Maximo Asset Maximo Asset
Maximo Asset Management
Management Public
Management (SaaS) Dedicated (SaaS)

Industry Solutions
Maximo for Maximo for Maximo for Maximo for Maximo for Maximo for
Transportation Nuclear Life Sciences Utilities Oil & Gas Aviation

Add-on Solutions
Maximo Maximo Asset Maximo Health,
Maximo Maximo Maximo
Service Provider Configuration Safety,
Scheduler Spatial Anywhere
(managed/internal) Manager Environment

Maximo Maximo Maximo Maximo Maximo Maximo Asset


Scheduler Plus ERP Adapters Calibration Linear Archiving Health Insights

Integrations
IBM IBM Maximo
IBM IBM Asset
IBM IBM Equipment
Watson IoT Watson Performance Maintenance
Weather Cognos Analytics
Platform Conversation Management Assistant
Maximo Oil & Gas/HSE
Competencies & Applications
Core Maximo Applications HSE/Oil & Gas
Asset Procurement
Work Contract Materials
Management Management HSE/O&G Applications
Management Management Management

Locations Job Plans & Routes Request for Quotation Purchase Contracts Item Master Safety Operator Log
Location Profile Receiving Master Contracts Storerooms - Hazards Operator Tasks
Service Requests
- Precautions Operating Policies
Asset Service Items Receiving Inspections Warranty Contracts Inventory
- LOTO Plans Operating Procedures
Asset List Work Order Tracking Purchase Requisitions Lease/Rental Contracts Lot Management
MOC Request Bypass Management
Asset Templates Quick Reporting Invoices Labor Rate Contracts Kitting MOC Log Book
Failure Codes Labor Purchase Orders Payment Schedules Issues & Transfers Standard Actions Permit & Certificate Types
Condition Monitoring Qualifications Desktop Requisitions Terms & Conditions Condition Codes Standard Action Groups Permit to Work
Meters Lock-Out/Tag-Out Cost Management Stocked Tools Improvements Action Tracking
Meter Groups Tools/Crafts/Companies Service Items Risk Assessment Condition for Work
Risk Matrix Regulatory Compliance
Preventive Maintenance
Certifications Prioritization Matrix
Master PM
Audit and Surveys Drilling & Completion
Assignment Manager Defects Run Log
Scheduling (Add On) Investigations ISO14224 Industry Standard
Incidents Data
Solutions
Operational Actions

Enhanced Workflow – Event Driven, Context-based / Escalation Manager

User Interface / Mobility

KPIs / Reporting

Security & Administration

Service Oriented Architecture Platform


HSE Capabilities & Benefits
Capability Benefit

Incidents Addresses the continuous need for customers to improve operational performance by
creating, reviewing, and analyzing incidents

Investigations Allows customers to identify the root cause of problems arising from incidents on their plants
that may be safety, environmental, or production related

Management Allows customers to support change requirements in a more robust way with multiple levels
of Change of reviews/approvals, authorization of change, pre and post start actions

Defects, Provides non-conformance management capabilities designed to automate, manage, and


Non-Conformance streamline for identifying, evaluating, reviewing, and handling on non-conforming
engineering specifications, materials, components, parts and processes.

Regulatory Identifies regulatory compliance against assets and locations and associates job plans and
Compliance work orders to these regulations to ensure compliance – significantly reducing the costs
associated with compliance
HSE Capabilities & Benefits
Capability Benefit

Operating Capabilities for documented, step-by-step operating procedures


Procedures

Operating Governance application for structuring your operating policy


Policy

Risk Iterative document that links all associated Health, Safety and Environment activities and
Assessment organizational data. Allows customers to analyze the risks associated with work carried out
through the Maximo products, identifying hazards and defining the impact ranking

Risk An application that models both probability and consequences of events supporting risk
Matrix management processes

Improvements Manages continuous improvement programs like Six Sigma or similar methodologies
HSE Capabilities & Benefits
Capability Benefit

People Improves competency assurance through capabilities for adding, modifying, and updating
(Competency competencies of the workforce
Extensions)
Operators Electronic log used by shift operators for recording and qualifying events which occur
Log during an individuals shift watch

People Complete history of all personnel job roles, certifications, training and current qualifications
(Certification)
Tracking

Action Allows customers to track statutory implications to ensure certain types of work and
Tracking actions are completed by the agreed dates

Benefits & Captures benefits/losses associated with improvements or costs associated with incidents,
Losses failures, survey/audit findings
HSE Capabilities & Benefits
Capability Benefit

Failure Reporting mechanism for capturing metrics to support consistent Failure Reporting and
Reporting Corrective Action process (FRACAS)

Solutions Searchable learning repository associated with lessons learned, or with proven solutions
having a safety, operational, maintenance or engineering context

Defects Integrated approach to manage or eliminate defects

Bypass Use to manage bypass operations, also known as inhibits, or overrides, for safety related systems
Management such as Emergency Shutdown, Fire and Gas Systems, Alarm Panels and soft alarms on DCS
systems.
It can also be used to manage bypasses of mechanical systems such as sprinklers.
A further use case is management of security system bypasses.
HSE Capabilities & Benefits
Capability Benefit

Certifications A certification record contains the details that are used to verify that standards for assets or
locations are met. They can also be used to make sure that personnel are qualified for specialized
tasks.

Location Location profiles contain information on production data. You can use location profiles to reduce
Profile the production losses that can result from planned or unplanned maintenance shutdowns.

Preparation An application to manage the preparation activities that are associated with different phases of
Activities BE scheduled work packages. Preparation activities are tasks that are usually carried out either
PREPARED! before assets are put into operation or in preparation for a plant turnaround.

Lock Out Lock out and tag out operations specify a plan of isolation for assets or locations to ensure the
and safety of the plant. The plans describe how to remove work assets from service and place them
back into service
Tag Out Plan
Permit to Work A permit to work provides for the effective management of hazards in the work place. The permit
to work is frequently used with one or more work orders. You can also generate a permit to work
based on an existing work order or task.

Audit and Survey Audits are used to evaluate compliance with industry-related regulations or with internal
regulations. You can use either audits or surveys to evaluate locations and assets for regulatory
compliance.
Possible interactions in Maximo Oil & Gas/HSE
Audit and
Survey
Improvements
Operating
Procedures Certifications

Operator Incident Operational


Log Management Actions

Defects

Solutions
Bypass
Management Investigations
Benefits
& Losses

Regulatory
Compliance
•Work Order
Operating •Tracking Failure Management
Policy Reporting of
Change
People

Risk Risk Permit Action


Matrix Assessment To Work Tracking Note: Blue boxes show
Applications
HSE Product Roadmap
Please Note:
• IBM’s statements regarding its plans, directions, and intent are subject to
change or withdrawal without notice at IBM’s sole discretion.
• Information regarding potential future products is intended to outline our
general product direction and it should not be relied on in making a purchasing
decision.
• The information mentioned regarding potential future products is not a
commitment, promise, or legal obligation to deliver any material, code or
functionality. Information about potential future products may not be
incorporated into any contract.
• The development, release, and timing of any future features or functionality
described for our products remains at our sole discretion.
HSE Product Roadmap

Topics

• Overall Maximo Investment Strategy

• Oil and Gas_HSE Strategy & Roadmap

• Extending value through Innovation


Maximo Investment Strategy

Innovation and technology advancements Expanding beyond EAM


• Modern UX technologies • Health Safety Environment & Operations
• IOT/Cognitive Analytics • Asset Reliability & Predictive Maintenance
• Cloud services (SaaS) • Field Service Management

Extending and enhancing core capabilities Continued focus on industry requirements


• Asset Based Augmented Reality • Best practices & industry standards
• Work Center Configuration • Support for on-going regulatory changes
• Supply Chain • Cross industry innovation & technology

Real-time Data Acquisition


• Anywhere Mobile apps
• Industry Anywhere apps
Previous Enhancements
O&G/HSE 7.6.0 O&G/HSE 7.6.1
• Incidents & Investigations enh. •Shift handover •Environmental management
• Bypass Management •Log Book •Permit to Work process enh.
• Chemical Mgt. •Related Operator Logs •Risk Assessment Hazard
Review
• Operational Risk Assessment •Operational Actions
•Certifications enhancements
• Permit to Work enh. •Action Tracking change to
Class •Location and Asset FMECA
• Asset & Location registers
•Safety Bulletins •Human Factor Analysis
• Certification Templates
•Safety Meetings
• Audit Enhancements
•Incident Reporter
• Quality & Defect enh.
•Support for OSHA style
• Repeatable Standard Actions reporting
• MOC PSSR
Potential New Features
Feature Area Features
Operations Manager • 2D Visualization
Work Center • Cumulative risk dashboard
• Personal safety monitoring
• Process safety monitoring
• Internet of Things connectivity

HSE Analyst Work • Watson Analytics based components


Center • HSE KPIs

Self Service Work • MOC Request


Centers • Incidents
• Permit Request
Mobile apps for Maximo • App store support
Oil and Gas/HSE • Incident Reporter enhancements
Manager • Checklist/Toolbox Talk
• Permit Request
• Audit
• Investigations
• Operator Log

17
Potential New Features
Feature Area Features
ISO14224:2016 • Failure and asset specification data update
• Addition of ISO14224 component and maintainable item data
• Additional ISO14224 data structures
• Work Order Tracking/Investigations ISO14224 Equipment Condition Section
Incident Management • Multiple incident types per incident
• Multiple injuries to a person
• OSHA report updates
• Systemic cause analysis on investigation
Permit to Work • Lock and Key Management
• Lock Open/Lock Closed Valves
• Isolation and Tag Print Report
• Sanction for test status and history
• Bypass Management PTW reference
• Single person issue/accept option
Safety Critical • Regulatory Compliance tab
Equipment • Regulatory Compliance Technical Authority
• Regulatory Compliance Revision
• SCE field on MOC
• SCE status monitoring

18
Potential New Features
Feature Area Features
Risk Assessment and • Risk Assessment revision
Risk Matrix • Risk Matrix revision
• Conditional risk assessment
• Risk Matrix View History
• Permit and Isolation reference fields
• Closure rule option linked to Permit or WO
Worker Insights • Associate WI Hazards Lat/Long with Maximo Locations
Integration • Define no-go zones created in Maximo and used by Worker Insights
• Events table to hold data from Worker Insights
• Dynamic mapping of WI and Maximo Objects
Inspection support on • Operator Log (for Operator Rounds use case)
O&G / HSE apps • Audit and Survey
Anywhere Apps • Incident Reporter
• Checklist app
• Permit Request
Incident Management • Claim and damage management
• Permit field on Incidents
• Update Create Incident crossover dialogs
• Investigations – Actions against a cause

19
Potential New Features
Feature Area Features
Environmental • Environmental Management Work Center
Management • Emissions Profile
• Sample management
• Consent monitoring for Assets
• Detailed monitoring of air, water, ground emissions
Permit to Work • Access permits
• Simultaneous activity matrix
• Quick insert permits
• Simultaneous operations by Location
• Validation on start and finish date
Management of Change • Multiple PM changes on MOC
• Due date on checklists
• Closure tab edit rules
• PSSR enhancements

Operator Log • Shift handover checklist


• Shift handover report
• Daily Operations report update

20
Potential New Features
Feature Area Features
Audit and Certification • Certification on RFQ
• Certification on Receiving
• Multiple regulations on Audits
• Location on Audit Findings
• Create Certification from Item Master

Assets and Locations • Failure Analysis – Multiple Effects


• Failure Analysis – Recommendation
• Failure Analysis – Copy Analysis Action
• Failure Analysis – Pre-Failure Characteristics
• Failure Analysis – MOC reference

21
Extending Value to Maximo thru Innovation

Internet of
Plant Things
Layouts
and
schematics Artificial
Intelligence

Blockchain

Wearables

Notice: IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing
decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release,
and timing of any future features or functionality described for our products remains at our sole discretion.
HSE/O&G Product Roadmap

3 Take Aways

• Continued Investment in
Maximo

• Continued investment in Oil


and Gas / HSE Manager

• Modernization & Innovation


Demonstration
Questions or Need Additional Info?

Trish Gosch
Office: 720-328-1784
Mobile: 720-272-7485
Email: tgosch@ontracks.com

Thank you!

Common questions

Powered by AI

Maximo HSE leverages IoT and analytics to significantly enhance its capabilities by integrating real-time data acquisition and analytics into its operations . The implementation of Watson Analytics and IoT connectivity allows for predictive maintenance and operational insights . Additionally, analytics aid in risk assessment, capturing metrics, and enabling real-time adjustments in safety and operation protocols .

The Operator Log and Permit to Work functionalities in Maximo HSE significantly enhance safety management by ensuring structured documentation and control over work activities . The Operator Log records vital operational data across shifts, which aids in tracing safety-related incidents. Meanwhile, the Permit to Work feature enforces strict controls over hazardous work, minimizing risks through predefined safety checks and compliance with regulatory requirements . These tools collectively enhance transparent accountability and operational safety.

The Management of Change (MOC) feature in Maximo HSE manages operational risks by providing a structured process for handling change requests. This includes multiple levels of review and approval processes, along with predefined actions before and after implementing changes . This system helps mitigate risks by ensuring changes are thoroughly evaluated and managed comprehensively to prevent unplanned disruptions and safety incidents.

Maximo HSE improves operational performance by providing a comprehensive framework to manage health, safety, and environmental incidents. It supports the investigation of incidents to identify root causes, which might be safety, environmental, or production-related, allowing for problem resolution and operation enhancements . The solution incorporates management of change procedures to support robust reviews and approvals, pre and post-switch actions, and managing defects and non-conformance to streamline operations .

Regulations within Maximo HSE ensure compliance by associating job plans and work orders with specific regulations, thereby ensuring adherence to standards and reducing compliance costs . This association is critical for aligning operations with legal requirements and minimizing risks associated with regulatory breaches.

Future enhancements of Maximo HSE are poised to incorporate features like augmented reality for asset management, more robust IoT integrations, and advanced analytics capabilities . These innovations are expected to align with and even set new industry standards by significantly improving data accuracy, operational efficiency, and safety protocols . The emphasis on integrating AI and blockchain further aims to enhance transparency and predictive abilities .

Maximo HSE supports continuous improvement programs like Six Sigma by providing tools for managing and tracking improvements . The system’s capabilities to manage non-conformance and defects, coupled with its reporting mechanisms, allow organizations to continuously refine their processes and measure outcomes against established KPIs, thus fostering a culture of continuous enhancement .

The integration of self-service work centers in Maximo HSE enhances functionality by empowering users with tools for independently managing incidents, requests, and improvements . This empowerment is bolstered by Watson Analytics which helps users efficiently gather insights and make data-driven decisions, thus streamlining processes and increasing productivity .

The integration of Risk Assessment and Risk Matrix tools in Maximo HSE poses challenges such as ensuring accurate data collection, maintaining up-to-date risk models, and aligning them with regulatory changes . However, the benefits include a systematic approach to identifying, evaluating, and mitigating risks which lead to safer operational environments, enhanced compliance, and informed decision-making . These tools provide a structured methodology for organizations to anticipate and mitigate potential hazards, thereby reducing incidents and improving overall safety performance.

Incorporating environmental management features into Maximo HSE is significant because it addresses the growing need for sustainable practices within industrial operations. Features such as emissions profiling, sample management, and emissions tracking for air, water, and ground enable organizations to monitor and manage their environmental footprint effectively . By providing detailed and precise management tools, Maximo HSE helps organizations align with environmental regulations and adopt environmentally responsible practices .

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