HMS Overview

RCD Applications

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 What is HMS?

 Halliburton Management System

 HMS is an integrated set of

policies, business practices,
procedures, work methods and
documents used by Halliburton to
define, to plan, to execute, and to
control its business activities. It is
a combined effort.

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HMS’ key principles:

 What we do
 How we do it
 Who is responsible
 How we know we've done it
 How we make it better

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Halliburton Management System

Code of Business Conduct

Policies are formal statements developed by top management. Policies

Policy define the intent and conduct of company business

Business practices support company policies. They present

undelying performance expectations
Business Practices

Standards further defines those elements within the system

that would affect the final outputs
Standards

Process Maps describe activities, responsibilities, and

interfaces. Needed to achieve a given service or product,
Process Maps
multi discipline

WMs describe the detail of a specific work

activity, task or business event. Single discipline.
Work Methods

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The 7 Mainstays of HMS are:

These processes cover all events and activities within a service project, from
tendering for the work to completing reports and the reviewing of performance
once the project has been successfully executed:

1. Develop Solutions
2. Prepare Resources
3. Mobilization of Resources
4. Perform Services
5. Complete Reports and Invoicing
6. De-mobilization of Resources
7. Review Performance

“Confidential –Internal Halliburton Use Only. © v.1 2006 Halliburton. All Rights Reserved.”

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Developing Solutions (100)

 To ensure all customer needs and expectations are

effectively translated to a job plan.
 First contact made with customer to determine needs.
 Credit Check made.
 Customer’s needs are reviewed to see if job is a “GO”.
 Contract is created (new customer) and/or reviewed.
 Scheduling of resources and equipment is begun.
 Experienced personnel brought in to contribute to job
design.
 Proposal created & started by BD.
 Proposal reviewed by Service Op./Coordinator/Engineer.
 Sales Order is created and started by management.

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Prepare Resources (200)…continued

 Final schedule/job proposal laid out & reviewed with

customer and all relevant parties.
 Call sheet created/updated.
 Load out sheet created/reviewed.
 Personnel has completed the required safety and technical
training

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 Mobilize Resources (300)

 To confirm that the equipment & materials required for the job are prepared,
packaged, secured, & ready for transport to the Customer’s location; and all
preparation & documentation for required personnel is complete and
accurate.
 Equipment function & pressure tested (Green Tagged).
 Tools and equipment packaged correctly for transportation.
 Final schedule, paperwork, and equipment verified.
 Ask yourself the “What If…” question.
 Destination check & Journey Management
 Leave base to location.

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Perform Services (400)

 To review & perform (pre-job) safety requirements, verify equipment status & carryout pre-job
preparation, review well program with Customer, perform job (including rig down & management of
change).
 Arrive on location & Sign In (CAUTION!!!)
 Job design reviewed & agreed with customer & executed as designed & WO signed.
 LOZs: Well Site Audit, HOC, BBP, RAs, MOCs, Safety Meetings
 Equipment spotted
 Rig Up
 Service Execution
 Job Field Packet updated
 Monitor key variables: Pressures, Volumes, Weights, Depths
 Rig Down & Inspect
 Waste Management

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Demobilize Resources (500)

 To help ensure that all the required resources (personnel, equipment, and materials) are
demobilized and returned safely to the operations center.
 Customer Meeting/Follow-up
 Job Logs, Tickets, EJCS, KPI, DVAs: Reviewed/With, Explained/With, and signed by the
Customer.
 Equipment secured & load out procedures followed.
 MSDS documents accompanying all required chemicals
 Journey Management
 Return to base.
 Equipment/Tools unloaded, returned, & inspected.
 Equipment Red Tagged for any maintenance or redress.

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 Complete Field Tickets & Reports (600)

 To ensure that all documents and reports are fully completed, distributed on time and
those records are filed and controlled.
 Reports include & not limited to customer required job reports:
 Sales Field Ticket(s)
 Job log(s)
 JSA/RAs
 Tool Usage
 EJCS/KPI
 CPI
 Time Sheets
 Materials Return (Inventory Control).
 Reports are reviewed, validated, logged, recorded, approved, and invoiced in a timely
manner by Service Coordinator/Planner.

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 Review Performance (700)

 To review performance, obtain the customer’s feedback of job results, and identify
improvement and CPI opportunities based on the delivery of the job ran.
 Review and discuss job performance with Supervisor* on:
 Customer
 Crew (3rd Parties, Rig, etc.)
 Equipment
 Processes, Procedures, or Product non-conformances
 Personnel (Internal/External)
 HSE/SQ
 Support Functions
 Discuss problems & issues.
 Implement proper steps to prevent issues from reoccurring.

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Process Maps

 Designed to depict the general flow of

activities, illustrate handoffs, and identify the
responsible party for each step.
 HSE and business risk symbols are identified
and hyperlinked to actual job safety analysis
documents or job performance analysis
documents.
 On right side of the document, hyperlinks are
associated with each Standards, Work
Methods, and Risk Analysis for more detail.

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Process Maps for Developing Solutions

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ISO Standards - What They Do…

 Make the development, manufacturing and supply of products and services

more efficient, safer and cleaner
 Facilitate trade between countries and make it fairer
 Provides the company with a technical base for health, safety and
environmental legislation, and conformity assessment
 Share technological advances and good management practice
 Disseminate innovation
 Safeguard consumers, and users in general, of products and services
 Make life simpler by providing solutions to common problems

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 HMS vs. Industry Standards

 Started with ISO 9001 as the framework and closed the GAP with other
industry standards.
 Example - MOC is in API Q2/API RP 75 but not a requirement of ISO 9001

API Q2
API Q1 / TS 29001API RP 75
ISO 14001 SEMS

ISO 9001 OHSA 18001

HMS

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HMS vs. Industry Standards

Industry Standards
ISO 9001, TS29001, ISO 14001, OHSAS 18001, API Q1, API Q2, RP-75

Halliburton Management System

Manual
Standards supplement the
detail in the HMS Manual

HMS Standards

In our HMS, the HMS Manual and HMS Standards combined define
Halliburton requirements to comply with the Industry Standards

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HMS Process Document Numbering Structure
a.k.a “Reference Code”

Each HMS process document has a unique identifier

number code which tells:
• Sphere of application (global, country, etc.);
• Business Unit;
LP Linkage of Process
• PSL, Process or Discipline; ST Standard
PM Process Map
• Unique three digit number WM Work Method
• Document type; FO Form

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Example: WM-GL-HAL-TSS-910

Work Method Global

Halliburton Testing
Halliburton and Subsea

Global Maintenance
Work Method

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HMS Documents

 Policies, Work Methods, Forms, Process Maps, etc.

ARE NOT WRITTEN IN STONE!
 THEY CAN BE CHANGED!
 CPIs

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