Asset management i värmesektorn

Transcription

1 Asset management i värmesektorn Jan Schipper Diego Klappenbach UMS Group Inc., All Rights Reserved UMS Europe Region

2 About Diego and Jan Diego Klappenbach Associate UMS Region Scandinavia Jan Schipper Managing Director UMS Group Europe UMS Group Inc., All Rights Reserved 2

3 About UMS Group UMS Group experts in Strategic Asset Management - Specialized in Strategic Asset Management since Focus on Energy sector but active in all asset-intensive areas - Offices in USA, Europe, Australia and now also in Scandinavia - Specialised in Consultancy, Client Solutions, Learning Consortia and Business Intelligence - One of the founding fathers of PAS 55 - Only Endorsed Assessor in Scandinavia by the Institute of Asset Management (UK) - Endorsed Trainer by IAM (coming in 2016) UMS Group Inc., All Rights Reserved 3

4 About UMS Group What can we do for you? AM Gap Assessments Tailor-made AM Training programs Benchmarks (from AM perspective) Decision support tools Guidance to an AM System UMS Group Inc., All Rights Reserved 4

5 Challenges everywhere åldrande anläggningar nya affärskoncept UMS Group Inc., All Rights Reserved 5

6 ..or as expressed by a heat company: Tidigare upplever vi det som att en anläggning bara har mätts på det ekonomiska resultat den levererar. Nu när vi står för större förändringar i <stad> så är det många fler parametrar som tillför värde men som är lite svårare att mäta: Utseende och funktion: förbättrar anläggningen synen på verksamheten, bidrar den till en bättre stadsmiljö (trafik, buller etc.) Hållbarhet: CO2 utsläpp, bränslets ursprung, logistik. Kundnöjdhet: Kunderna bryr sig om hur vi tillverkar vår produkt. Hur man ska mäta och utvärdera en anläggnings prestation utifrån dessa mer mjuka perspektiv tycker vi är ganska svårt. Har du några bra idéer? UMS Group Inc., All Rights Reserved 6

7 Do you have Market challenges? Do you have Infrastructure challenges? Do you find it easy to balance different challenges/ needs? How is Asset Management related to this? UMS Group Inc., All Rights Reserved 7

8 Asset Management has everything to do with balancing different challenges/needs! Förvaltning av tillgångar (Asset Management) Koordinerade åtgärder i en organisation för realisering av värde från tillgångar UMS Group Inc., All Rights Reserved 8

9 To balance different challenges/needs, first a shift in mindset is needed Assets exist to provide value to the organization and its stakeholders. UMS Group Inc., All Rights Reserved 9

10 Creating value = balancing stakeholder expectations Regulation Legal Financial 1 0,9 0,8 0,7 0,6 0,5 0,4 0,3 0,2 0,1 0 Quality Safety Environment Image Shareholder Customers Government Employees UMS Group Inc., All Rights Reserved 10

11 Creating Value from a Stakeholder perspective is the first key point in Asset Management (and in balancing different challenges/needs!) Managing Risk is the second! UMS Group Inc., All Rights Reserved 11

12 The Business Value Framework connecting Stakeholder expectations to strategic Risks UMS Group Inc., All Rights Reserved 12

13 Potential Impact Business Values are derived from your Stakeholder Analysis and integrated in your central Risk Matrix a key tool for strategic balancing of challenges/needs UMS Group Inc., All Rights Reserved 13

14 Line of sight : showing how your Business Risks are going to be managed by Asset Strategies and mitigated by a Portfolio of projects/programs Asset Strategy Line of sight Business Risks (or Opportunities) Portfolio UMS Group Inc., All Rights Reserved 14

15 This gives 20% more room for Decision Making! Innovations 5% Improvement projects Based on Policy 20% 20% flexible for decision making Strategic Topics 5% Re-investement programs 50% mandatory 30%. UMS Group Inc., All Rights Reserved 15

16 Today we have focused on explaining you can balance different challenges/needs (Portfolio Optimization) There is much more to tell within the topic Portfolio Optimization! And Portfolio Optimization is just one of many areas within Asset Management! UMS Group Inc., All Rights Reserved 16

17 AM helps you tear down silos and be more proactive Long-term, proactive decision-making No cooperation between different competencies Daily cooperation between different competencies Short-term, reactive decision-making UMS Group Inc., All Rights Reserved 17

18 So who is Asset Management really for? For engineers? For top management? UMS Group Inc., All Rights Reserved 18

19 Where are the potentials in your organisation? And how much are they worth? DO: our Self Assessment! GET: insights into your specific improvements areas DO: read Jan s Business Case article GET: an understanding of what different areas could be worth NEWS/Publications UMS Group Inc., All Rights Reserved 19

20 About UMS Group Does this make sense? Does it fit to your challenges? We would love to hear about your specific situation! Visit us at our stand by the buffé! UMS Group Inc., All Rights Reserved 20

21 UMS Group Contact Jan Schipper Managing Director UMS Group Europe B.V. Amstel Business Park Joop Geesinkweg P.O. Box GA Amsterdam The Netherlands Mobile: Office: Fax: Diego Klappenbach Associate UMS Group Europe - Scandinavia Lindhagensgatan 104B SE Stockholm Sweden Mobile: Office: Fax: dklappenbach@umsgroup.com UMS Group Inc., All Rights Reserved 21