Managing Assets & Asset

Information in Maximo
Scott Stukel, CMRP
Scott Smith, PE
Senior Engineer & Consultant
EAM Solutions Architect
22+ years Functional & EAM
(Former Navy PWO/Engineer
systems across all key
and Maximo/EAM Program Mgr)
industries including O&G
scott.smith@trmnet.com
scott.stukel@trmnet.com
 Agenda

• Objective: Provide strategy and tactics for improving

asset information management in Maximo

• Agenda
• Strategy - Importance of quality asset information
• Lifecycle challenge and ISO 55000 linkage
• Asset Integrity example – quality asset information is critical
• Tactics - How to improve asset information mgmt
• Asset Information Mgmt – building a team and plan
• Building a solid location and asset hierarchy
• Importance of extending with GIS and mobile
• Using classifications to extend capability
• Using metering for condition monitoring
© 2014 Total Resource Management 2
About Total Resource Management (TRM)
• Leading Maximo solutions provider for 20+ years, an IBM
Premier Business Partner and Maximo Gold Certified

• Integrated system & industry expertise and consulting:

• Utilities, Water & Wastewater, Oil & Gas, Manufacturing, Public Sector…
• Reputation of delivering value and performance to every Maximo project, on-
time and within budget, every time

• Award-winning TRM RulesManager Studio™ – only

unified solution to develop, deploy, configure, monitor
and extend Maximo (without java coding)
• Recent release of MaxAssist for dynamic user help at application level

• TRM is a full-service High Performance Cloud™ for

Maximo provider (Public, Private, Hybrid ; TRM or Softlayer hosted)

© 2014 Total Resource Management 3

 Question: What was the most critical asset at
Pearl Harbor on 7 Dec 1941?

Official U.S. Navy Photograph, National Archives Collection.

Some military historians have suggested that the destruction of oil tanks and
repair facilities would have crippled the U.S. Pacific Fleet more seriously
than the loss of several battleships.
© 2014 Total Resource Management 4
 Exploding Oil & Gas “Assets”
Building an Integrated Production Chain to America’s Shale plays

Natural Gas Growth

Shale Revolution

$30B/year

Infrastructure
Oil Production Growth Growth thru 2035
(just Midstream!)

20% of Navy global

infrastructure –
every year.

© 2014 Total Resource Management 5

 The Lifecycle Asset Challenge
ISO 55000 = Improve Asset Value & Safety ~ Asset Integrity

Lost asset potential

Repair – Increased scope (cost)
to fix sins of the past

Asset Value
Reduced asset life –
“Loss” (~ 40%)
Construct – Non-optimal field Increases capital cost
changes, “lost” O&M manuals…

Design – Non-optimal facility configuration,

no value engineering process…

Contract – Did not align contractor capabilities

or properly specify sub-systems…
Maintenance – Non-optimal
Planning
maintenance – Did not
strategy andcapture right requirements
or maintenance
execution (faster degradation)lessons learned…

© 2014 Total Resource Management 6

The “Infrastructure” Challenge
Must access and capture QUALITY ASSET DATA…

© 2014 Total Resource Management 7

 Asset Data criticality - example
Distribution Integrity Management Program (DIMP)

300+ data Must integrate:

cells !?
• Asset (pipeline) data enables…
 Condition, Location, History, PMs…
 Pipeline segment data
• Master inspection workorder generates…
 Segment Inspection data

 Exposed pipe data

 Initial work completed

• Follow-up workorder actions…

 Track repair and monitoring tasks

 Longterm PM’s generation if needed

• Closeout of Master workorder (done)

© 2014 Total Resource Management 8

 Asset Data importance – DIMP example
Must map and implement process/data at the deck-plate level

Streamlined Process captures right data at right time – feeds into DIMP reports

1) Master Pipeline 2) Link Multiple pipe 3) Record inspection

Inspection Workorder segments to workorder details at segment level

2 exposed
pipe locations

6) Close-out master when

follow-up WOs completed.
5) Manage follow-up work – 4) Auto-gen follow up
linked to master WOs for 2 exposed pipes

Maximo applications/fields©configured and integrated with TRM rules manager 9

2014 Total Resource Management
 OK, the strategy is nice but
show me some practical tips

Tactics for improving

Asset Information Mgmt

10
 Why did we buy Maximo?
Integrate our “Asset Enterprise” – but is our Asset Data “Good”?

Analytics Mobile…

Asset
Data?
© 2014 Total Resource Management 11
 Asset Data – Drives EAM capability
Where to Start? …

Asset Visibility, Strategic Plan, Analytics…

Resource Mgmt – Material, Training…

Reliability & Integrity Management

Hierarchy Basic Data Advanced Data
- Primary - Purchase Cost - Templates
- Systems - Linked Docs… - Classifications

ITEM Data Condition

- Nameplate
ASSETS Monitoring
- Spare Parts - Fixed
- Measure Pts
- Assembly… - Rotating
- Meters

PMs Job Plans

- Procedures
- Schedule Failure Codes
- Materials
- Costs
- Safety…

Work Order Management –> Cost Roll-up

© 2014 Total Resource Management 12
 Asset Information Mgmt – Key Actions
Much more than just “Data Fields”

1) Gain Strategic Buy-in - sell the “Quality Data” ROI:

• Reduce Costs - Increase Wrench Time, “1 Click PO”…
• Improve HSE – Reduce Mistakes, Enable Asset Integrity Plan…
• Other Strategic Goals – Regulatory compliance, enable ISO 55000…
2) Gain Department Buy-in - must have SMEs onboard
• Maintenance – Saves time and cost and deckplate level
• Ops – Maintenance history and data at your fingertips
• Material – Major time savings with asset/part definition
• CIO/IT – Need data quality/cleansing/loading support
Discussed in
3) Develop an Asset Data Management Plan next 2 slides
• Assess current state – identify issues
• Develop Sequenced Plan to build & improve Asset Data
• MAP key data to your processes – improve end-user “capture”
• Prioritize improvements – get initial success
© 2014 Total Resource Management 13
 Asset Data Plan – build sequence
Build supporting data, e.g. Locations, Items, prior to Asset entry

1) Primary focus on critical assets

• Identify critical Systems, e.g. gas transmission
• Identify critical Components, e.g. main compressor
2) Define location & system hierarchies
Supporting data
• Critical foundation for asset visibility and roll-up greatly improves
3) Build supporting asset information & standardizes
asset entry and
• Identify basic data requirements first
downstream
• Align Job Plans & PMs to asset types reporting
• Add Failure Codes, Classifications… as needed
4) Build/import material information
• Define ITEM Records – identify ‘rotating’ items
• Define Item Assembly, Spare Parts… as needed

5) Build/import Asset Records (serialized equipment)

• Define and enter key data – Asset ID, Nameplate, Linked Docs…
• Associate with Location, Item, Template, Classification, Failure Tree…
© 2014 Total Resource Management 14
 Key: Must map data to your process
MaxAssist Tool enables this step – providing ‘dynamic training guide’
Next step is
highlighted on screen

MaxAssist: Dynamic ‘Check List’

guides User to the right field & action.
Other tools provide advanced app
configuration. (No coding required)

MaxAssist is one tool in TRM’s Maximo suite

© 2014 Total Resource Management 15
 Tactic 1: Build a solid Hierarchy
Top rated, flexible solution – enables PW integration

• Why is the Asset Hierarchy important?

• MOST Important Part of a Maximo Implementation
• Essential to “finding” asset through enterprise
• Used to roll-up work, costs and other information
• Enables “asset intelligence” (ISO 55000 & Asset Integrity)

• Key Points
• Ideally, design the optimal Hierarchy before implementation
• Leverage major upgrades to “re-rack” hierarchy (Pain & Gain)
• Take Time to Learn Hierarchy Functionality before building
• Location Identifiers Should Mimic Station “As Builts”
• Avoid Confusing/Complicated Naming Conventions
• Hierarchies very important in a production environment, e.g. refinery
• If component “X” is down, what higher level assets are impacted?

© 2014 Total Resource Management 16

 Types of Locations

Placeholders – locations created to support cost

rollups, work usually not done at this level. (Corp.,
Site, or Unit)

No Equipment - Locations where no equipment

will exist but created to track activity on a specific
system. (FW Piping System)

Equipment Locations – Serialized Equipment

install and history is tracked by MAXIMO

© 2014 Total Resource Management 17

 Location Example

Placeholder Location
(Support Roll-ups)

System Location
Station (No asset, visualize system)
Fixed Asset
Unit Asset Location
(serialized equipment)
Boiler
Boiler Systems

FWP System
Rotating Asset
Costs FWP Piping Leverages ITEM
capabilities
FWP Pumps
#1 FWP Pump Motor/Pump

#2FWP Pump Motor/Pump

© 2014 Total Resource Management 18

 Location Drilldown
Key for Finding Assets and Dependencies

View all Assets at the given

Location

Need Primary (geographic)

location hierarchy. Navigate locations – view
Can add other systems, e.g. assets and system linkage.
electrical, sanitary.

© 2014 Total Resource Management 19

Extending “Locations” with GIS & Mobile
Field Enablement is critical for distributed Assets

Business Challenge: Capture good storm water inspection and work data –
link to specific asset segment and improve project prioritization

1) Define asset segments in

Maximo Linear
2) Visualize assets and
work in Spatial 3) Capture work &
inspection data
(in field)

Maximo

© 2014 Total Resource Management 20

 Tactic 2: Classifications
What are Classifications?

• Adds object information, e.g. locations, assets, items…

• Can also describe an event
• Can further describe an Object Type (Work Type)
• Can search classifications across the enterprise

© 2014 Total Resource Management 21

 Classifications: Inventory Example
Filters
• Benefits
• Eases parts identification and access for crafts ; manage obsolescence
• Allows inventory at Organization Level
• Standardized Naming Convention
• Ability to track and manage items across store rooms
• Manage Inventory Levels, minimize stock levels

Example:
Classification
attributes for filters

Scenario: Search all

filters for obsolete
media type

© 2014 Total Resource Management 22

 Classifications: Asset Example
Electrical Breakers

• Benefits
• Support Asset Tracking/Management
• Standardizes Naming
• Addition and valuable asset attributes
• Enhances Purchasing (Precise Nameplate Data)
• Improved Searching Capabilities

Example:
Classification
for breakers

Scenario: Find all Silicon type

breakers to assess
manufacturer recall issue.
© 2014 Total Resource Management 23
 Tactic 3: Using Meters for Assets

• Meters application allows you to create a meter,

designate its meter type, designate its reading type,
and its unit of measure.

• Key features:
• Available at the system level - allow you to apply meters to
assets across all organizations.
• Add multiple meters to a single asset (not multiples of same
meter name [vibration]).
• Associate meters with assets as well as locations
• Group meters using the Meter Groups application and apply
meter set to asset/location.
• Read and edit meter's history.
• Assets/Location can inherit readings from parent assets.
© 2014 Total Resource Management 24
 Meter Types and Challenges

• Meter Types:
• CONTINUOUS (record run hours and mileage),
• GAUGE (record temps, pressures, levels etc.), and
• CHARACTERISTIC (record color or observations).
• Key challenges:
• Lots of options that need to be managed and controlled
• Define how it fits in Asset Management Plan
• Define how it fits in PM Plans
• Define benefit vs. effort to apply
• Define how to collect Readings (Not conducive to front
end entry, labor intensive)
• Define impact of erroneous readings and system impact

© 2014 Total Resource Management 25

 Meters – Putting it all Together
Condition Monitoring Application

• Condition Monitoring application – manage measurement

points including meters, hi/lo limits and ‘out of limit’ actions.
Integrates all key meter components…

© 2014 Total Resource Management 26

Meters – Putting it all Together
Condition Monitoring Application
Upper and Lower
Limits & Actions
Monitoring Point

Asset and Meter

Meter Measurements

© 2014 Total Resource Management 27

 Quality Asset Data is key to EAM
Without quality data, basic and advanced functions are not viable

© 2014 Total Resource Management 28

 Increasing Focus onitAsset
Putting Management and EAM
all Together
Strategic and Tactical EAM (STEAM)

Uptime Magazine – Aug 2014:

http://reliabilityweb.com/index.php/articles/integrating_eam_to_enable_strategic_asset_management/
© 2014 Total Resource Management 29
 Questions?
Scott Stukel, CMRP
Scott Smith, PE
Senior Engineer & Consultant
EAM Solutions Architect
22+ years Functional & EAM
(Former Navy PWO/Engineer
systems across all key
and Maximo/EAM Program Mgr)
industries including O&G
scott.smith@trmnet.com
scott.stukel@trmnet.com

30