Utilizing Maximo information, QR Codes and IBM MobileFirst Platform to Tag Facility Assets. Mariam Mohamed FMMUG /12/2015

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1 Utilizing Maximo information, QR Codes and IBM MobileFirst Platform to Tag Facility Assets Mariam Mohamed FMMUG /12/2015

2 About DTE Energy Our businesses include DTE Gas and DTE Electric utility companies regulated by the Michigan Public Service Commission and non-utility energy operations located throughout the country State of Michigan Regulated Utility Businesses DTE Electric DTE Gas Non-Utility Businesses Gas Storage & Pipelines Power & Industrial Energy Trading We deliver electricity to 2.1 m customers throughout a service territory that encompasses 7,600 square miles We serve 1.2 m gas customers throughout a service territory that covers 14,700 square miles We have 69+ power and industrial facilities projects In 17 states 2

Pipelines Power & Industrial Energy Trading We deliver electricity to 2.

3 Discussion Topics Business Case for Developing Asset Tagging Program Roles and Responsibilities Tools to Support Program High Level Process Overview Tagging Status Next Steps 3

4 The main benefit of tagging assets is the ability to easily tie corrective work to the asset record capturing the right data to analyze full cost of asset ownership Current State Desired State Corrective work is not tied to the asset record Total cost of ownership is not visible for assets Tribal knowledge is the main source of asset information Assets are easily identifiable in the field by all trades Ambiguity around which asset record work is being performed on is removed QR codes are available to be scanned using mobile technology to retrieve additional asset information from Maximo or create a corrective with the asset information prepopulated The asset tagging process has helped improve asset data quality in Maximo by updating records with new information, de-activating nonexisting assets and creating new assets when necessary 4

by all trades Ambiguity around which asset record work is being performed on is removed QR codes are available to be scanned using mobile technology to retrieve additional asset information from

5 Asset tagging was kicked off as a project with scope larger than simply placing tags on an asset Tag asset with QR Code Identify Asset to Tag Correct asset information in Maximo Take photos of asset Initially kicked off as a project, the asset tagging program was developed into a processes to maintain asset tags and asset quality De-activate inactive assets Identify asset missing in Maximo 5

asset Initially kicked off as a project, the asset tagging program was developed into a processes

6 Discussion Topics Business Case for Developing Asset Tagging Program Roles and Responsibilities Tools to Support Program High Level Process Overview Tagging Status Next Steps 6

7 Responsibilities are spread across the Facility Operations team to complete the tagging initiative Central Work Management Team Operation Supervisors Operation Managers Print and provide asset tags Update Maximo records as needed with collected data Provide process facilitator to perform the tagging and data collection and to coordinate with the operations supervisor in securing a tradesperson when needed Manage program and track progress status Provide status updates to the leadership team Review weekly tagging plan presented by the tagging facilitator Schedule tradesperson to work with facilitator when needed Review status updates and drive progress where needed 7

coordinate with the operations supervisor in securing a tradesperson when needed Manage program and track progress status Provide status updates to the leadership team

8 Discussion Topics Business Case for Developing Asset Tagging Program Roles and Responsibilities Tools to Support Program High Level Process Overview Tagging Status Next Steps 8

9 Tools Overview Printing Labels Zebra Thermal Transfer Printer Z-Ultimate Label (4 x2.5 ) Collecting Data Asset Data Form Mobile app developed internally using IBM s MobileFirst platform to capture photos and safety risks Managing Program Web portal developed internally to manage list of assets and generate tags Status Reports Weekly Huddle (following DTE continuous improvement methodology) 9

platform to capture photos and safety risks Managing Program Web portal developed internally to

10 A mobile thermal transfer printer is being used to print the tags Asset Number QR Code Asset Description Location Description Z-Ultimate 4000T Label Specifications A thermal transfer, pearl white, gloss polyester label with a high performance permanent acrylic adhesive that provides unparalleled smear and scratch resistance, resistance to moderate chemicals and up to 3 years outdoors. UL/cUL recognized for indoor and outdoor use when used with compatible genuine Zebra resin ribbons. Zebra P4T Mobile Thermal Transfer Printer Easy to carry Prints long life bar code labels and documents up to 4 Thermal transfer image durability (barcodes/text/graphics) Wireless connectivity 10

resistance to moderate chemicals and up to 3 years outdoors. UL/cUL recognized for indoor and outdoor use when used with compatible genuine Zebra resin ribbons.

11 A mobile app was developed to be used to take photos and capture information from the field Mobile app was developed using IBM s MobileFirst platform (formally known as Worklight Confirm tagging status Identify which Life Critical activates are performed while work is completed Take multiple photos 11

platform (formally known as Worklight Confirm tagging status Identify which

12 About the IBM MobileFirst Platform The IBM MobileFirst Platform (formerly known as Worklight Foundation) is a platform for building mobile applications for the enterprise Maximo Anywhere and Everywhere are built upon the IBM MobileFirst platform 12

platform for building mobile applications for the enterprise

13 A universal type of form is used to process updates to existing assets or create new assets in Maximo Asset Information PM Requirements 1. The asset data form is intended to support multiple processes involving asset data gathering 13

A web-based tool was developed to manage and generate the content of the tags to be printed The portal displays all assets maintained through PM

14 A web-based tool was developed to manage and generate the content of the tags to be printed The portal displays all assets maintained through PM program in the past 24 months Status moved from queued to printed to tagged Tags are generated using Asset Number to retrieve tag details from Maximo 14

program in the past 24 months Status moved from queued to printed to

15 The web-based tagging portal also contains status reports to track the status of the program 15

16 Process executed followed by DTE continuous improvement (CI) methodology Huddle Agenda 1. Safety 2. Recap of last tagging effort 3. Update CMWS 4. Metrics 5. What went right? 6. What went wrong (areas of improvement)? 7. What problem/opportunity should we focus on? 8. Do you know what is expected of you? 9. Do you have the tools and equipment needed? Weekly Huddle Board Utilizing the countermeasure work sheet to capture the results of our issues and solutions 16

7. What problem/opportunity should we focus on? 8. Do you know what is expected of you? 9.

17 Discussion Topics Business Case for Developing Asset Tagging Program Roles and Responsibilities Tools to Support Program High Level Process Overview Tagging Status Next Steps 17

18 High Level Process Overview Document findings Update Maximo & Documentum Schedule site visit and secure trade Identify assets to tag Initial site visit Take photos Organize data sheets Prepare Site re-visit Identify asset & place tag Print and Sort tags Visit site location 18

tag Initial site visit Take photos Organize data sheets Prepare Site

19 Discussion Topics Business Case for Developing Asset Tagging Program Roles and Responsibilities Tools to Support Program High Level Process Overview Tagging Status Next Steps 19

20 Tagging Status: 83% Complete We have placed QR code tags on 3,257 assets maintained by Facility Operations Tag asset with QR Code Identify Asset to Tag 3,930 assets identified through past 12 month PM program to be tagged Correct asset information in Maximo Take photos of asset 100% assets tagged have pictures at 3 angles We have deactivated 232 inactive assets from the system De-activate inactive assets Identify asset missing in Maximo We have created 215 new assets in Maximo to be placed in PM schedule 20

Maximo Take photos of asset 100% assets tagged have pictures at 3 angles We have deactivated 232 inactive assets from the

21 All locations have been visited during the tagging program Location 21

22 Discussion Topics Business Case for Developing Asset Tagging Program Roles and Responsibilities Tools to Support Program High Level Process Overview Tagging Status Next Steps 22

23 Our next steps are utilizing the tags with mobile technology and re-visiting assets we were unable to tag during the first run 1 Mobile Technology Utilize tags during work execution to identify asset and retrieve record from Maximo Mobile pilot completed Q1 2016, full expansion planned for Q Tagging Phase 2 Not all assets will be tagged 100% in the first run due to limitations such as asset locations (roof, overhead doors, etc.), accessibility, lack of knowledge and unknown requirements Estimated 10% of total assets Identify which assets require more durable stainless steel tags and create plan to tag remaining assets 3 Tagging Phase 3 Tag locations such as conference rooms and bathrooms for customer service request creation 23

24 We are also working on closing the gap from the field to Maximo to Documentum Capture data from field into Asset data forms Field Maximo (Work Management) Upload information in Maximo, create new records, deactive non-existing records Upload record documentation in Documentum (system of record) Documentum (Document Management) Area of Improvement Goal Maximo and Documentum are in sync with the most up to date information from the field 24

25 Questions 25

Product Descriptions Thermal Transfer Z-Perform 1000T Z-Select 2000T 8000T All-Temp Paper Z-Perform 1000T 190 Tag Z-Select 2000D 190 Tag

Product Descriptions Thermal Transfer Z-Perform 1000T A thermal transfer uncoated paper label with permanent acrylic based adhesive. Designed to provide optimal balance between performance and price. Suitable