IBM Maximo Asset Management for Energy and Utilities

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1 IBM Pre-Conference Tutorial Part # 2: Saudi Arabia Smart Grid Conference December 14 th 2014 IBM Maximo Asset for Energy and Utilities Ahmed Marzouk

2 1 Asset to Address Utility Challenges Asset Lifecycle Asset Strategy Plan Evaluate and Design Create / Procure Operate Maintain Modify Dispose Total Cost of Ownership Asset costs throughout their lifecycle Useful life of assets System Consolidation Multiple, siloed asset management systems Compliance License/regulatory/environmental & safety compliance risk Efficiency Operational & labor efficiency; production reliability Service levels and customer satisfaction Asset Convergence Operational & IT assets Asset is a business process and decision support framework that covers the extended service life of an asset, considers a diverse range of assets, draws from engineering as well as economics, and is aimed at meeting a required level of service in the most cost effective way. 1

3 Maximo Solutions Release 7.6 Core Solutions Maximo Asset Everyplace Maximo Asset (SaaS) Industry Solutions Maximo for Transportation Maximo for Nuclear Maximo for Life Sciences Maximo for Utilities Maximo for Oil & Gas Cal Cal Spatial HS&E Add-on Solutions Maximo Scheduler Maximo Linear Asset Manager Maximo Archiving Maximo Calibration Maximo Adapter for SAP Maximo Inventory Insights Maximo Health Safety & Environment Mgr Maximo Asset Configuration Manager Maximo Service Provider (managed & internal) Maximo Spatial Maximo Adapter for Oracle Mobile Solutions Maximo Mobile Maximo Anywhere 2

4 Maximo Enables Critical Asset Business Processes MAXIMO ASSET MANAGEMENT Addresses asset management challenges for line of business operations and IT Consolidates point solutions for Asset and Service Includes enhanced workflow Event Driven Context-based Escalation Manager Provides Service capabilities for Asset Owners Asset Managers Service Providers Next generation J2EE Technology Platform Service Oriented Architecture (SOA) 3

5 IBM Maximo - Business Intelligence Packs (Available as free download from the ISM Library) Available NOW Utilize the power of Cognosto gain operational insight on your data Multiple phase delivery starting now with availability to run on Maximo and Cognos Initial focus on Work, providing key metrics on Backlog, Overdue, Unplanned Workorders, and Work Order Costs. Find more information here https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/ibm%20maxi mo%20asset%20/page/extended%20content%20- %20%20Cognos%20Workspaces%20and%20Metric%20Reports Targets Power Users and their skill set providing a very effective combination in analyzing Maximo data Provides six Cognos workspaces and four metric reports No Maximo code or database modifications are required to utilize this functionality 4

6 Descriptive Maximo Analytic Metrics CognosWorkspaces and Metric Reports enable dynamic refresh and visual displays 5 1. What maintenance best practice metrics should I be using? 2. For my critical assets, what are the most common failures? Do I have the appropriate levels of spare parts available for these assets? 3. What can I show to my management team so that they can begin seeing the benefits that Maximobrings to our organization? 4. My maintenance budget has been cut again. What areas should I focus my limited resources on?

7 Maximo BI Packs: Content Four Areas of Focus Work Order Backlog WO Overdue WO Unplanned WO WO Costs Asset Failure # of Failures MTTR MTBF Asset Availability Asset PM Plans Spare Parts Avg Maint Costs Actual to Budget Costs Inventory Inventory Turns Inventory Currency Material Stock outs Inactive Inventory 6

8 IBM Maximo Everyplace Embedded Allows users to access any existing IBM Maximo application on an iphone, ipad, ipod touch, Android or other supported device without installing anything on those devices Maximo Everyplace enables users to: Shorten the lag time between an event s occurrence and the recording of that event in the system. there s no need to wait until they get back to their desk to enter or retrieve data. Increase accuracy of data in the system by allowing them to enter information while it s fresh in their minds. Offer convenient, targeted access to Maximo for workers who don t regularly sit at a desk or use a desktop computer. 7

9 Updated xx-xx-12 Maximo Asset (SaaS) The industry leading asset management solution, now available as a SaaS offering What s New? Full capabilities of Maximo available as a subscription based delivery model Includes Maximo and mobile access using Maximo Everyplace Proactively plan, schedule & forecast work, with Maximo Scheduler Hosted by IBM using the SoftLayer Cloud infrastructure Key Differentiators Collect, consolidate and analyze essential information on all types of assets including the IT elements of operating assets Maximo Improve operations through better asset availability, reliability and asset utilization Unify processes for wide-ranging asset management functions across multiple sites Benefits Reduced cost, eliminating Capital expense for Operation expense Eliminate internal IT costs Support for all asset classes, including operational technology 8

10 Service Engage digital engagement https://www.ibmserviceengage.com/internet-of-things/ 1. Introduction 2. Value Points 3. Videos 4. Screen Shots 5. Product Details 6. Self Guided Demo 7. Customer Testimonials 8. Twitter Streams 9. How to Buy 10. Additional Resources 9 Simple, visual, dynamic Key messages spotlighted, autoplay Successes logos prominent Major buttons for actions

11 IBM Maximo for Utilities 10 Crew A collection of resources working together: Skills, Crafts, Qualifications, Labor and specific people, vehicles and tools. Maximo Scheduler Maximo Scheduler add-on Supports Crews and Graphical Assignment Smart Meters as Assets Asset Lifecycle For Revenue Meters including: Bulk receiving and Bulk Transfer Revenue Meter Sampling Sample Templates and Random Sampling support for meters required Regulators, Report Status and store Test Results. Meter Alarms Condition Monitoring Web Service to capture specific meter Alarms such as tamper or low battery To launch work order to investigate. Task Prerequisites Supports Administrative work requirements Identifying predecessor and successor Relationships to required work order tasks Such as an occupancy permit prior to Energizing the site. Integration Framework ISM - SDK Integration SDK type support downloadable, as is, from the ISM Library to assist with: Mobile Work Force Integration Graphical Design Tool Integration Fixed Asset Integration for Unitization CU Compatible Units Library Construction Estimating Standards Regulatory Tracking and Support NERC / CIP Asset Identification as Critical Infrastructure or relationship to Regulations. Work can be tracked as job plans supporting regulatory requirements and Inspections on all related assets. Sabotage of any asset can also be Identified CU Estimating Industry Solution Maximo for Utilities Maximo Asset T&D EAM Functionality Design Standards for Construction Estimate, comparison and selection Maximo Integration products Maximo Spatial Asset Mgmt. GIS Integration Map in Maximo Map Tab for Assets, Meters Locations, Work Orders, Service Requests Auto Locate and Create Find Assets, Locations, WO s and SR s easily on a map to Understand proximity and context Polygon Selection Sets Draw a specific polygon on a map and select actions: create Work Oder/s Inspections, etc. Redlining Support Map Redline draw tools Supporting Export, Imports and Query by Attributes ERP Integration Standard SAP and Oracle integrations available EDM Integration Standard FileNet integration available

12 Maximo Field Workforce Lower maintenance costs by gaining operational efficiencies Efficient delivery of work details, materials, and tools to field technicians Respect operational priorities through the use of optimization models Optimize travel time to work assignment Improve resource utilization Know when Assets and/or Locations are unavailable for work Dispatchers awareness of resource location and field conditions Configurable mobile platform allows role specific mobile apps tailored to specific business and operational priorities Embedded in Maximo Manage all your asset classes, schedule, and resources through leveraging an industry leading EAM system No third party product integrations required 11

13 Graphical Assignments Dispatcher monitors and responds to on-going work out in the field : Dispatching View provides clients the ability view Work Order assignments in a calendar and map view to spatially understand the dynamic work day. Dispatcher has the ability to view geo-location data from mobile devices and locate resources on a map to determine current location. Ability to view spatially which resource can be rescheduled based on location and travel time when new unassigned work orders come in throughout the day. 12

14 IBM Maximo Anywhere Enterprise Mobility on Worklight Available! Introduce the 'next' generation mobile solutions Leverage IBM s Worklight as mobile platform Provide single platform supporting the entire portfolio (Maximo, SCCD, TRIRIGA, Industry Solutions) Runs on modern o/sand Smart devices (phones, tablets), leveraging device specific capabilities Supports users in both connected and disconnected scenarios Protected Investment from previous mobile entitlements Easily tailor the mobile UI, for delivered applications 13

15 Maximo Anywhere - Release Android and and ios iosavailable now now and and Winows next next release release --Maximo (TRIRIGA (TRIRIGA mobile mobile apps apps phase phase 2) 2) --Connected/Disconnected operation -- Work Work field field Role Role Receive Receive work work Review Review planned planned details, details, materials, materials, labor, labor, tools, tools, task task details details Feed Feed back back on on actual actual materials, materials, labor, labor, and and tools tools Start/Stopwatch Start/Stopwatch buttons buttons (quick, (quick, minimum minimum click click completion) completion) Review Review map map with with assigned assigned work work locations, locations, directions directions Status Status changes, changes, create create new new work, work, create create follow-up follow-up work work Work Work Log Log (voice (voice to to text) text) Barcode Barcode scanning scanning 14

16 Maximo Spatial, Level 1 - Support for external map services (Bing Maps, OpenStreetMap, ESRI On-Line) 15 IBM Maximo for Utilities V7.5 - Meghana Kulkarni - IBM Confidential

17 Maximo Spatial, Level 2 Deployed / Integrated with ESRI Map Server (ArcGIS 10) 16 IBM Maximo for Utilities V7.5 - Meghana Kulkarni - IBM Confidential

18 Industry Trends Linear Asset Challenges Aging infrastructure and declining funding Supporting growing service demands Managing continuous assets with dynamic segmentation Supporting visual & automated inspection systems Adhering to government regulatory requirements Minimizing risk with new systems 17

19 Hierarchical and Linear Models Hierarchical Model Works well for most traditional assets Uses parent-child relationships to link system, assembly, component, part type hierarchies Difficult to manage with linear or continuous assets Linear Model Ideal for linear or continuous assets Uses measurements and point locations, allowing for dynamic segmentation Difficult to manage fleet, facility and production assets in this mode Guard Rails Linear Events Accidents Point Events Speed Material Concrete Asphalt Continuous Events 0 47 Canton Methuen 18

20 Linear Visual Control Flash-based chart that has been added to the bottom of the following tabs in the Assets application: Specifications Features Relationships Work (New Tab) 19

21 Linear Spatial integration Is it the future? Maximo Linear Assets Specifications Relations WO PM SR Measures Routes Maximo Spatial 20

22 HSE, High level view of the Business Processes Critical Business Processes Operations Asset & Work Control of Work Investigation & Improvement Change Compliance Knowledge Operating Procedures Operating Policy Risk Assessment Incident of Change Regulatory Compliance Competency Oil and Gas Applications Supporting Business Processes Operator Log Non Conformance Defects Certifications Risk Matrix Permit To Work Investigations Improvements Action Tracking Personnel Certification Tracking Solutions Failure Reporting Location Profile Lock Out Tag Out Plan Compliance Audit and Survey Benefits & Losses Preparation Activities Safety Quality 21

23 Energy & Utilities Value Chain Commercial Customer Notable Success Extraction Generation Transmission Distribution Retail Customer Field development Drilling operations Crude oil & gas Production Mining Coal Fossil Generation Hydro Generation Nuclear Power Wind Power High Voltage transmission Substations Mobile Inspection Work Operations 350+ Utilities Clients Growing market share in all sectors 17 of 30 Fortune 1000 Utility Companies Investor Owned, Merchant, Municipal or Agency Key Utility Sectors Fossil/Hydro Generation 45% North American Fossil Generation and 55% of North American Hydro Power Generation Nuclear Power 20 Customers, 85 Units WW Presence. Market share: 20% World T&D High Voltage Transmission & Substation Maintenance, Electric Distribution, Gas Pipeline Transmission & Distribution, Water & Wastewater Top Reasons for Selecting Maximo for Utilities 1. Consolidation of asset management solutions for Power Generation, Electric & Gas T&D, Facilities, Vehicles, & IT assets 2. Technology J2EE Certified, Service, (SOA) Oriented Architecture platform Integration Framework (MIF) scalability, usability, security 3. Capabilities Feature rich solution to manage all generation, nuclear power, T&D assets, fleet 4. Convergence of OT & IT IT systems are leveraging the utilities ability to stay competitive 5. Leadership Position In both the Gartner MQ and ARC Advisory WW Outlook 6. People Dedicated development teams and client development partners for Nuclear and Transmission & Distribution, Fleet, Spatial GIS, Field Force. 22

24 Maximo Energy, Utilities & Oil & Gas References in Middle East 23

25 Gartner has recognized IBM as a leader in The Magic Quadrant for Power Generation Enterprise Asset Software Magic Quadrant for Power Generation Enterprise Asset Kristian Steenstrup September 17, 2013 This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM. G Link to complete Magic Quadrant Gartner, Inc. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.. 24

26 Gartner has recognized IBM as a leader in The Magic Quadrant for Delivery Utility Enterprise Asset Magic Quadrant for Delivery Utility Enterprise Asset Kristian Steenstrup September 18, 2013 This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM. G Link to complete Magic Quadrant v7?id=1-1l151sb&ct=131001&st=sb 2013 Gartner, Inc. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. 25

27 ARC EAM Solutions Worldwide Outlook MARKET ANALYSIS AND FORECAST THROUGH 2015 IBM Maximo has the leading overall market share in the Outlook Report IBM Maximo is the leader in Software Revenues IBM Maximo has been the market leader in the last five ARC WW Outlooks published Maximo solutions are well proven in the industry, as they have had the leading overall market share in their class for the past five years. Specifically, IBM holds the leading market position in the following segments: EAM worldwide and in North America, EAM software revenues and service revenues, EAM for oil and gas, pharmaceutical and biotech, electric power, water and wastewater, automotive, logistics, government and independent maintenance service providers -- Ralph Rio, Research Director, ARC Advisory Group, EAM 26

28 Customer Profile DTE Energy The Company Large, Multi-Business Unit Utility Serving 3.2 M Customers Nuclear, 9 Fossil Stations, Gas & Electric Distribution Variety of non-regulated businesses including railroad for coal transportation, biomass, merchant generation The Challenge Consolidate numerous systems into one set of applications for all business units. Over 150 applications were retired Develop and Implement standard processes for Financial, Human Resources, Supply Chain and Work & Asset Rollout to virtual company DTE2 The Solution Implement a new Work and Asset application: IBM Maximo Implement SAP Financials, HR and Supply Chain Develop a new Technical Architecture to support the new business model The Benefits Standardized Processes across the enterprise Numerous benefits including; Higher service levels, reduced O&M expense, Increased asset reliability $90M annual post implementation benefits 27

29 Why Utility Customers Choose Maximo: 1. Consolidate Work and Asset across the Utility Transmission; Distribution; Substations, construction, service work Fleet, Facilities, and all generation: Nuclear; Fossil; Renewables. 2. Supports all Asset Classes. Operating Equipment, Fleet, Facilities, IT. 3. Maximo is a software environment to configure specific and new business requirements and consolidate point applications. Adapt quickly to new regulatory requirements and business changes, configure specific business processes and consolidate pop up apps. 4. Maximo Integration Framework is designed to interoperate with the entire software business ecosystem. Preconfigured adaptors for SAP and Oracle ERP. Open Architecture to all Business Objects. 5. Wide and extensive community of Service Providers. All of the Large System Integrators and Highly Qualified Business Partners CHG&E - IBM Maximo for Utilities September 2011

30 Building a Smarter Planet Maximo comparison to generic ERP Maximo Other EAM 100% Project configuration 100% 85% Industry Solutions HSE Solution Project Configuration 60% Linear Asset Solution?? 50% Basic Linear Solution Core Maximo Generic EAM Standard Product Non-standard Product IBM Corporation

31 The Asset Business Challenge with proven results across multiple industries. Business Scenarios ROI Points Customer Examples Labor utilization 10-20% A major US railroad saved US $5M by better tracking labor to work A large OEM reduced overhaul process time from 56 days to 21 days Asset utilization 3-5% Equipment purchases 3-5% world leader in Waste-to-Energy had greater visibility into asset conditions and achieved a record 91.6% facility availability A fleet management company saved US $9.5M by meeting 100% availability with fewer vehicles Warranty recoveries 10-50% A consumer products company increased warranty recovery 50% Inventory needs 20-30% Inventory costs 10-30% Material costs 10-50% Plant Downtime 5-20% A large passenger railroad was able to identify US $18M in excess or obsolete inventory A nuclear power conglomerate reduced inventory and associated carrying costs by 26% Major electric and water utility achieved 25% inventory reduction and $33M saving A rail maintenance service company reduced costs 20% by optimizing material purchases. Power generation utility 5% reduction in Planned Overhauls and eliminated 5% of Force Outages saving $4.6M annually 30

32 31

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