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Maximo Oil & Gas

O&G Fit for HSE


Tony Turner Projects Director, Vetasi

Summary
Maximo is a Best of Breed EAM Application
Addresses All Strategic Asset Classes from an Operational
View
IBM has made significant investment in producing
targeted Industry Solutions
The Oil & Gas Industry Solutions bring industry specific
Best Practices to Maximo
So why havent all of the O&G customers gone with Oil &
Gas?

Strategic Asset & Service Mgmt:


Six key functional areas

IBM Maximo Asset Management Suite


Maximo Asset Management
IT Asset &
Service Mgmnt

Maximo
Essentials

Utilities

Life Sciences

Nuclear Power

Transportation

Government

Oil & Gas

Maximo 7.1

Industry Solutions

Add-On Solutions
Linear Assets

Change & Corrective


Action Mgr

Spatial

Service Provider

Calibration

Asset Configuration
Manager

SLA Manager

Asset Navigator

Options

* Available with Maximo


Asset Management 7.1

Mobile Work
Manager

SAP ERP
Adapter

Adapter for MS
Project

* Enterprise Adapter

Mobile Inventory
Manager

Oracle ERP
Adapter

Adapter for
Primavera

Compliance Assistance
Documentation

Adoption of O&G in large ME Oil Companies

Maximo has been deployed at KOC 5,500 Users


Maximo has been deployed at KNPC 3,200 Users
Maximo deployed at Gasco 2,000 Users
Maximo deployed at ADMA 1,500 Users
Maximo has been deployed at PIC 200 Users

These are major Oil Companies covering Upstream and Downstream


None of these Companies initially bought into the Maximo Oil &
Gas Solution.
Why?

Example KOC

All Asset Classes are addressed Wells, Operations, Pipelines, Transport, Plant,
Marine Vessels, IT Assets, Ahmadi Township, Roads, etc.
Replacement of Indus Passport System
Purchased many Maximo options:

Spatial for GIS


Linear for Pipelines, Roads and Telecomms
Transport for Plant, Vehicles and Marine Fleet
Utilities for Crew Management
Mobile Work Management, Inventory Management
ITAM and ITSM
Calibration

KOC Did NOT Purchase Oil & Gas!!


Maintenance team felt it was too advanced for their needs.

Example KOC

During Application Discovery, the team identified 135 stand alone


applications
20 systems to be integrated (Oracle Finance, HRMS, GIS, Scada, TPIMS,
Landmark, etc.)
70 standalone apps to be replaced by Maximo
HSE has 5 Applications:

HSE Live Incident Reporting


HSE Audit Tracking
ePermits
HSE Management System
FileNet Document Management
In process of developing more applications!
KOC adopted Oil & Gas to handle HSE Requirements during the project

Petroleum Industry Solution, Integrated Operations


The Business: (Missions, Goals, Customers, Users)
Business Drivers
Regulations

Performance

Work Mgmt

Incident
Real
Time

Investigatio
n
Improvement

Safet
y

Procuremen
t

Primaver
a
ERP

Contract
Mgmt
Materials
Mgmt

Market

Service
Request

Mobile Work

Reporting and Governance

HSE

Integration

Risks

Change
Action

Cost

Resource Management Planning & Scheduling

PRs, POs

Inventory

RFQs

Inspections

Invoices
Receipts

Leases

Hazards

Warranties Precautions

Tools

Purchase

Plans

Storerooms

Labour

RCFA

Work Orders

Work Log

Activities

Solutions

Operations Management

Assets
Defects InvestigationsJob Plans Preventive
AAR
DocumentsMaintenance Locations

Incidents

Job Plans
Templates
Global Issue Benefits Regulations Projects Relationships
Priority Matrix
SLAs Improvements
Item Master
Communications
Failure ReportingLosses
Conditions QualificationsAuthorization
Actions
MOC
Systems
Escalations

Production Assets

Facility Assets

Drilling Assets

Transportation Assets

Refinery Assets

IT Assets

Pipeline Assets

Chemical & Petroleum Asset Management


Standards ISO14224/API 689

Engineerin
g
MS Project
GIS

IBM Maximo for Oil and Gas


module overview

Maximo for Oil and Gas Capability Summary


Release 7.1.0
GA: Sep 28, 2008

Release 7.1.1

Release 7.1.2

GA: Dec 2009

GA: Nov. 2010

ISO14224 Asset Classifications

Control of Work

Operating Policies

ISO14224 Failure Codes

Permit and Certificate Types

Operating Procedures

Location and Work Details

Risk Analysis

Operator Tasks

Prioritization Matrix

Risk Matrices

Cause Analysis/FMECA

Condition for Work

Operators Log

Drilling and Completion

Regulations

Standard Action Groups

Run Log

Incidents

Maximo Spatial Integration

Material Inspection

Defects

Support for MIMOSA

Operator Log Enhancements

Investigations

Miscellaneous enhancements

Scheduler integration

Solutions

Hazards

MOC enhancements

Improvements

MOC Risks and Projects

Miscellaneous enhancements

Benefits and Losses

Target Availability

Extra failure fields

Management of Change

Legacy Tag

Incident impact

Action Tracking

Bad Actor Dialog

Regulations extra where used

Standard Actions

Service Request (Oil)

Maximo 7.1

Maximo 7.1

All future release dates are estimates and specific content is subject to change.

Maximo 7.1

Maximo for Oil and Gas Capability


Release 7.5
GA:

Release 7.X
GA:

Release 7.X
GA:

Non-conformances
ISO I4224 Failure Mechanism
ISO14224 Sub unit/maint item
Multiple persons on Incident
Classification of risk assessments
Item Master on MOC
Add Regulation to Incidents
Qualifications link to certificates
Qualification verification on Labor
Editable fields on People (Oil)

Maximo 7.X

Maximo 7.X

All future release dates are estimates and specific content is subject to change.

Maximo 7.X

Maximo Oil & Gas for HSE

Brings HSE Reporting into the same Platform as Work


Management
Can view all Activities against an Asset SR, WO, PM,
Incident, Defect, Change, Moves, etc.
Uses a common database Assets, Locations, Regulations,
Permits, Work Orders, Incidents, Personnel, Qualifications,
etc.
Eliminates duplicate data entry (e.g. leaking valve requires
a WO and an Incident)

Data of

Data of

Mechanism of

Lagging Indicators

Leading Indicators

Reporting

Notification Process

Inline with
HSEMS
Procedures
Action items
as per the
roles &
responsibiliti
es

Analysis of Data

Tracking

HSE Audits, Inspections and


Visits

Set up Dashboard to show HSE Audits


Create WO type Audit to plan, schedule and track audit
Create Follow On Activities for NCR
On NCR attach recommendations

Audits Dashboard View

Audits Drilldown Lists

Audits - NCRs

Regulatory Compliance

What is it?
Provides ability to hold details of regulations relevant to work carried out
in Maximo, and relate these regulations to both work planned in Maximo
and actual work carried out
Use cases
Provide documented proof that work carried out in Maximo was
completed based on the required regulation
Provides the ability to demonstrate compliance with many statutory
requirements covering safety, health and environment
Business Value
Identifies compliance with relevant regulations
Simplifies work required to demonstrate compliance

Incident Management

Product Capability
An application to record and management incidents occurring during plant
operation and maintenance
Incorporates high context incident reporting

Benefits for the Industry


Improved process safety management, encourages collaboration between
maintenance and operations
Incident management becomes part of the work management process, rather
than a stand alone process
Significant reduction in costs of incident management program since an incident
can be raised from a work order (automatically copies over related information)
Enables additional automation of process, e.g., an incident on a safety valve can
automatically create an investigation
Reduced requirement for other software or spreadsheets

Defect Elimination (Integrity Management)

Product Capability
A defect reporting and management application
Classification of defects supports deeper analysis of equipment integrity
issues
Benefits for the Industry
Drives reliability improvement programs, e.g., Six Sigma, Continuous
Improvement, Mechanical Integrity
Forms the basis for engineering analysis for the removal of equipment
problems and defects
Collaborative application between maintenance, operations and engineering
Enables automation of defect analysis, e.g., escalation of a defect on critical
equipment would be different than non-critical equipment
Reduced requirement for other software or spreadsheets

Investigations (Oil)
What is it?
Supports investigations of incidents or defects
A problem may be the result of one or many incidents
Use cases
Raised when a Root Cause Failure Analysis or After Action
Review is required
Could be initiated from an incident that requires further
investigation into the cause of the incident
Business value
Improved process safety management
A mechanism for initiating the recording of lessons learned by an
organization

Prioritization of Work

Product Capability
A matrix based system of work or risk prioritization, reason for work definitions
Configure multi variable (safety, economics, health, regulatory, etc..) operational
standards for the prioritization of work based on subject matter expertise

Benefits for the Industry


Standardizes work prioritization based on corporate compliance and operational
standards, not personal or tribal knowledge decisions
Balances work priorities based on many parameters, not just asset criticality
Ensures compliance, some regulatory, to corporate priorities
Reduced cost / time associated with work planning and scheduling, first step in
enabling work planning and scheduling automation

Sample Prioritization Matrix


Reason for Work
RFW6

RFW5

RFW4

RFW3

Imminent
Danger

Safety

Environment

Routine

Asset/Loc
Priority

Matrix
Index

Matrix
Priority

Matrix
Index

Matrix
Priority

Matrix
Index

Matrix
Priority

Matrix
Index

Matrix
Priority

78

65

58

50

77

59

51

45

76

52

41

38

75

45

39

36

74

40

37

35

Action Tracking

Product Capability
A means of tracking actions agreed with regulatory authorities or
internal review and audit teams
A way of following up actions arising from investigations or
improvements

Benefits for the Industry


Drives implementation of business critical actions and improvements
Reduced costs, e.g., regulatory reporting and implementation of
improvement programs
Improved safety and reliability
Reduced requirement for other software or spreadsheets

Some thoughts on integrity management?

It is often latent conditions created by maintenance lapses


that set an accident sequence in motion or threaten its
recovery *
An organization must possess the technical competence
necessary to achieve safety goals *
Competence is very closely related to the quality of an
organizations safety information system *

* J. Reason, 1997. Managing the Risks of Organizational Accidents

Solutions (Oil)

What is it?
A repository for proven solutions and lessons learned by an organization
Identification of benefits associated with Solutions
Extends People application to provide authorization capability
Use cases
Record details of a successful project to replace a compressor oil cooling system
that resulted in a significant increase in compressor reliability
Log a Lesson Learned arising from an After Action Review on an isolation valve
repair that led to a potential loss of containment that led to a change to standard
operating procedures when performing work that could potentially cause a
containment issue
Business value
Supports organizational learning

Improvements

What is it?
An application to record suggestions for improvements to plant operation
and maintenance
Supports Six Sigma or similar methodologies
Use cases
Could arise from a defect identified by a maintenance technician or
operator
Could be initiated from a Problem that requires improvement action to
address the cause
Business value
A mechanism to drive continuous improvement

Benefits and Losses

What is it?
A new Maximo application that defines benefits that can be
associated with Improvements and Solutions
Provides a loss reporting capability
Use Cases
Use to document a cost/benefit analysis
Use Losses sub-tab to record production losses associated with
planned and unplanned shutdowns and near miss losses
Business value
Drive improvements in plant availability
Focus on business benefit

Management of Change

Product Capability
An application to support a companys full management of change process from
request to closure
Manages review and approval process, pre and post management of change actions;
audit trail on entire process
Standard action application to reduce manual data entry
Benefits for the Industry
Improved safety, reliability and compliance
Reduced cost through greater process conformity / standardization through
integration with work management process
Encourages collaboration with operations, maintenance and engineering
Improved organizational learning
Reduced requirement for other software or spreadsheets

Full Cycle MOC

Request Change
Review
Approve
Pre-MOC actions
Authorize
Post-MOC actions
Closure
Decision support identification of bad actors

Conclusion
Maximo Oil & Gas provides platform to integrate HSE
Activities with Work & Asset Management
Avoids Siloed Systems and pop up applications
One Stop Shop for Incident Reporting, Work Management,
Investigations, Management of Change, Safety Compliance
The advantage of a single version of the truth outweighs
possible shortfalls in depth of base functionality.
An Oil Company implementing Maximo should look at
O&G from an HSE and Integrity Management perspective
not from the traditional Maintenance viewpoint.

Regulatory Compliance main tab screenshot

Incidents (Oil) main tab screenshot

Defects main tab screenshot

Investigations main tab screenshot

Investigations After Action Review tab screenshot

Investigations Lessons Learned tab screenshot

Investigations Root Cause Failure Analysis tab screenshot

Prioritization Matrix Reason For Work tab

Prioritization Matrix additions to Work Orders

Action Tracking Main Screen Layout

Solutions main tab screenshot

Solutions Benefits tab screenshot

Improvements main tab screenshot

Impact tab screenshot

Losses sub-tab screenshot

Management of Change screenshot