Asset and Lifecycle Management

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1 Campbell Robertson, Worldwide Public Sector Solution Leader, IBM ECM August 2014 Asset and Lifecycle Management With enterprise content management from IBM

2 The asset lifecycle Concept Design Tender Build Complete Operate Any built asset will go through a similar lifecycle irrespective of its type. Assets that are already operational will repeat this cycle for upgrades, overhauls, de-commissioning or destruction. 2

3 What s different about engineering? A typical capital project generates hundreds of thousands of documents An operating plant or facility asset has millions of documents Specific types of documents Document controllers Extensive use of internal and external collaboration with Vendors, suppliers and contractors Financial impact of documentation-related mistakes 3

4 Engineering: Specific requirements Many logical views required on a document Receive, manage, review and issue batches of documents Compare documents without printing Reference from a document to piece of equipment and back Multiple versions of a document may exist in different states Retain audit history of change and approval process 4

5 Why do they care so much? Lack of control over and auditability of engineering process - Control lapses cause commercial penalties and contractual disputes - Rework reduces profitability Higher risk of non-compliance - Increased risk of lost production and revenue Information lost between project lifecycle phases - Poor turn over reduces knowledge and worker productivity Increased subcontractor costs - Insufficient information/frequent changes - Poor information exchange controls High IT costs due to multiple and custom systems Delayed first revenue 5

6 Take IBM ECM strengths Put business content to work and realize new value SOURCE TRANSFORM DELIVER Content In many forms From many sources Understood, described and secured Adding value by: Identifying the right content Using only what s needed Preparing it for use The right information To the right person At the right time In the right form 6

7 ...and add Asset & Plant Lifecycle Management Engineering document categories Engineering document numbering Engineering folder structure Complex document management Integrated view and mark-up Workflows (IBM Case Manager) CAD integrations and Microsoft Office integration Relationships (tag, equipment, and so on) Connect with Microsoft SharePoint, SAP, IBM Maximo and more 7

8 Asset optimization IBM MAXIMO ENTERPRISE IBM ECM Versioning 8 Asset management Planning and scheduling activities Mobile workforce readiness Service-level management ECM, ERP, GIS integration Facilities management Field service and repair Audits and inspections Asset database, spare parts and inventory Asset lifecycle Planning, procurement, operations, disposal Secure access to current, accurate asset information Improve asset availability and extend asset life Comply with industry and government regulations Formal document review and approval processes

9 Comprehensive solution for public sector organizations IBM Asset & Plant Lifecycle Management Solution Rock-solid foundation Project document control Change management Best-in-class ECM platform Stored IQ, Information Lifecycle Governance, Daeja Viewer Vendor document review SOURCE TRANSFORM Document review and issue Critical business layer Industry best practices Bid/RFP packages DELIVER Turnover to client Best-in-class line-of-business applications (engineering) Requests for information Project correspondence 9

10 IBM Asset & Plant Lifecycle Management Solution The IBM Asset & Plant Lifecycle Management Solution addresses the specialized document management needs of engineering in oil and gas, utilities, manufacturing and other regulated industries. Key benefits Faster and easier document control Access to current information anytime Associate documents with equipment Alerts and notifications upon changes 100% audit history of any actions Regulatory compliance Fully integrated with CAD, SAP, IBM Maximo, Microsoft Office and more 10

11 Asset & Plant Lifecycle Management: ROI Search and retrieval (in the context of the asset) Average time to find a document reduced from hours to seconds Change notification Reduced from days to seconds, action recorded and stored Distribution Costs associated with distribution virtually eliminated Operational efficiencies IT operation and administration reduced through use of single repository; fewer document controllers needed Increase of quality Reduction of conception error with CAD integration and enforcement of document numbering Compliance Activity log significantly reduces risk of audit failure 11

12 IBM ECM Business Partners: Proven solutions in asset optimization McLaren Software Enterprise Engineer for Assets Capgemini Compliance Advisor Perficient Utility Solution Suite Miria Systems Asset Management Suite 12

13 Apache Corporation: Maintaining integrity of engineering project documentation THE NEED THE SOLUTION THE BENEFITS Use of manual processes to search, retrieve, and modify over 50,000 engineering documents from internal and external sources resulted in numerous delays, rework and production downtime for the company Need to maintain tight control and proof of process for changes made to production platforms as mandated by industry regulatory groups Engaged IBM Business Partner McLaren Software to implement the McLaren Enterprise Engineer suite of configurable business applications to automate the engineering process and ensure the integrity, production and use of project and asset documentation Fully automated monitoring process encompasses engineering documentation creation, editing and control; promotes information consistency across departments and locations. On-demand and secure access to validated documentation Consistent engineering business processes across multiple projects Improved compliance and audit capabilities using the project documentation and business methodology features Minimization of errors and reworking that result in costly project delays 13

14 Thank you 14

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