arc's sid snitkin & ralph rio's aim workshop at arc's 2009 industry forum
DESCRIPTION
ARC's Sid Snitkin & Ralph Rio's AIM Workshop at ARC's 2009 Industry Forum in Orlando, FL. What Is Asset Information? What Is Its Role in Asset Lifecycle Management? Asset Information enables ALM Stakeholders to Perform. For Good Performance, it must answer: • any reasonable question, • about any asset, • for any ALM stakeholder • in a way that supports their workflow Asset Information is the “Virtual Asset” that Humans need to understand, analyze and improve the Physical AssetTRANSCRIPT
AIM for O&MInformation Creation and Handover Guidelines
W k h 2 3 08
AIM for O&MInformation Creation and Handover Guidelines
W k h 2 3 08Workshop 2-3-08Orlando, Fl
Workshop 2-3-08Orlando, Fl
Sid SnitkinVice-President & GM
Ralph RioResearch Director
Enterprise Advisory ServicesARC Advisory [email protected]
Asset ManagementARC Advisory Group
Workshop Agenda Workshop Agenda
Introduction & Workshop OverviewIdentify the Issues and Solution Options• What is AIM for O&M & Why Do We Need Guidelines?
• Sid Snitkin - ARC
• Owner/Operator Issues and Recommendations• Cliff Pedersen (Suncor Retired)• Dave Kwilosz (Eli Lilly)• Peter Reynolds (Irving Oil)
EPC I d R d ti• EPC Issues and Recommendations• Peter Staines (Bechtel)• Jim Humphries (Fluor)
B k (15 i t )Break (15 minutes) Open Discussion to Refine Issues & Recommendations• Other Views & Issues – Equip, Services, Software Suppliers, etc.
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• Consensus Recommendations - What Should Guidelines Address? Who Should do What to Drive Development and Adoption?
What is AIM for O&M & Why Do We Need Guidelines?What is AIM for O&M & Why Do We Need Guidelines?
What is Asset Information Management (AIM)?
What is AIM for O&M?
What is O&M Creation & Handover?
What Should Guidelines Address?
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What Is Asset Information?What Is Its Role in Asset Lifecycle Management? What Is Asset Information?What Is Its Role in Asset Lifecycle Management?
Asset Information enables ALM Stakeholders to Perform. For Good Performance, it must answer:
• any reasonable question,• about any asset,• for any ALM stakeholder• for any ALM stakeholder• in a way that supports their workflow
HumanPhysicalFunctional• Process
Specs • Process
Models• Process Calcs
Design• Process
Design • P&ID• Equip Layout,
Design, O
Procedures• Project Mgmt• Install/Test • Descriptions
of Operation• Operating
Commercial• Financial Analysis• CAPEX• Depreciation• OPEX• Purchasing
Status• Project & Site • Procurement• Operational
Status• MRO
History• Source &
Build History• Operating
History• Maint History
Virtual• Flow Diags• Equip Calcs• Equip Specs• Func Designs
BOMs • System
Detail Design• MRO BOMs
• Insp & Maint• Certification
Reqs• Lockout &
Safety Reqs
u a gRecords
• Warranty & Repair Records
• O&M Service Agreements
Inventory• Training
• Inspection Records
• Incident Reports
• People Certifications
Reference Data Activity Records
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Asset Information is the “Virtual Asset” that Humans need to understand, analyze and improve the Physical Asset !
What Is Asset Information?What Kinds of Information are Included?What Is Asset Information?What Kinds of Information are Included?
Functional• Process
S
Design• Process
D i
Procedures• Project Mgmt
Commercial• Financial Analysis
Status• Project & Site
History• Source &
B ild Hi tSpecs • Process
Models• Process Calcs• Flow Diags• Equip Calcs
Design • P&ID• Equip Layout,
Design, BOMs
• System
• Install/Test • Descriptions
of Operation• Operating • Insp & Maint
C tifi ti
• CAPEX• Depreciation• OPEX• Purchasing
RecordsW t &
• Procurement• Operational
Status• MRO
Inventory• Training
Build History• Operating
History• Maint History• Inspection
Records• Equip Calcs• Equip Specs• Func Designs
• System Detail Design
• MRO BOMs
• Certification Reqs
• Lockout & Safety Reqs
• Warranty & Repair Records
• O&M Service Agreements
• Training Records• Incident
Reports• People
Certifications
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Reference Data Activity Records
What Is Asset Information? Asset Info Ranges from Paper Drawings to Operating Data What Is Asset Information? Asset Info Ranges from Paper Drawings to Operating Data
DocumentFormats• Paper
Data Formats
• Proprietary
Organized By“List” or “Object”
Organized byDocuments
Files Database
“Drawings”P&ID
InstallationElectrical
Piping
• Paper• Image
• DWG, …• XML
• Std XML• …
Proprietary• RDB
• Object DB• XML
• Std XML• …
“Data”Instrument ListsEquipment listsBill of Materials
Asset (Object)
Attribute Value Note
ID P-300-27
Type CPump
DFlow 200 CFM
PR-MAX 3.5
Material Ni-222 Internal
P-300-27
D-300-2003
Piping…
Virtual Views
Bill of MaterialsAssemblies
Sub-AssembliesStandards
PerformanceHistory
…Virtual Models
Asset (Object)
Attribute Value Note
ID P-300-27
C
Virtual ModelsMeta DataP-300-27
Type CPump
DFlow 200 CFM
PR-MAX 3.5
Material Ni-222 Internal
“Documents”Manuals
Operating ProceduresMaintenance Procedures
…
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Formal Structures
Structured Information Enables Higher Productivity!
Where is it Created? Where Used?Stages in the Life of a Real Physical AssetWhere is it Created? Where Used?Stages in the Life of a Real Physical Asset
Time
Ass
etRamp
UpOperRdy
FuncAsset
cts
for
the Rdy
PeakPerf
AssmAsset
Asset
eld
Pro
jec
ModsSpec
of
Bro
wn
fi
Proj
p
fe C
ycl
es
o
Liab
CashDes
ProjPlan
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LifCash
IdeaBasis
Where is it Created? Where Used? Created for One Purpose, But Used for ManyWhere is it Created? Where Used? Created for One Purpose, But Used for Many
Time
Ass
etRamp
UpOperRdy
FuncAsset
Historical Info to Improve Plant
Info for Plant O&M
cts
for
the Rdy
PeakPerf
AssmAsset
Asset Plant
ield
Pro
jec
ModsSpec
of
Bro
wn
fi
Proj
fe C
ycl
es
o
Liab
CashDesB i
ProjPlan
Info to
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LiCash
IdeaBasisInfo to
Build Plant
How Do We Manage It?An AIM Strategy Addresses All FactorsHow Do We Manage It?An AIM Strategy Addresses All Factors
AIM Processes
KPIs/Goals(Complete, Accurate, Consistent, Accessible, Timely)
AIM Solutions
AIM Processes(Governance; Creation, Collection & ETL;
QA/QC, MOC, etc.)
Asset Information
AIM Solutions(Platform, Database, Application Support,
Device Support, Security, Access Rights, etc.)
(Taxonomies, Naming Conventions, Medium, Form, Formats)
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What Processes Does AIM Include? AIM Requires Comprehensive IS Processes What Processes Does AIM Include? AIM Requires Comprehensive IS Processes q pq p
Process Description
AIM Data ModelSupports the building of data models that span all asset informationcategories. Ensures information is complete and consistent across different
d i t t d i th t bl id fAIM Data Model Management
uses and is structured in a way that enables rapid access from manydifferent asset perspectives. Supports available industry standards forstructuring and exchanging of asset information.
AIM Content Supports collection, review/approval, validation, transformation,enrichment, categorization and loading of asset information from
Loading & Linking
, g gapplications and legacy formats into centralized and federated informationstores. Also supports the linking of existing data stores using bothcentralized and federated strategies.
AIM Quality & Supports change management and versioning recognizing all AIM datastores and all AIM data relationships Supports data quality strategies
Change Management
stores and all AIM data relationships. Supports data quality strategies,including validation and quality checks at critical points in informationflows. Aligns with corporate Data Quality and MDM programs.
AIM Role-based U A
Parses AIM content in support of asset information structure, asset objects,categories and relationships. Supports role-based access with tools andlanguage appropriate for AIM players Includes visualization of AIMUser Access
Managementlanguage appropriate for AIM players. Includes visualization of AIMcontent and collaborative workflow. Integrates with popular enterpriseportal frameworks. Supports both centralized and federated strategies.
ALM ProcessesProvides an environment and workflows for collaboration across the threemajor ALM processes – Design & Build, Operate & Optimize, Maintain &
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ALM Processes Collaboration Management
j p g p pImprove. Includes capability to create and exchange packages, markups,comments, as-built, etc. Also supports pre-built asset informationintegrations across applications within a single ALM process – e.g. ProjectDesign and Project Scheduling; Maintenance Management and Automation.
AIM Must Support Other ALM Strategies AIM is One of Many Interdependent ALM StrategiesAIM Must Support Other ALM Strategies AIM is One of Many Interdependent ALM Strategies
Asset Lifecycle ManagementA Collection of Interdependent Business Strategies
Capital Projects Management (Design & Build)
Capital Assets Management(Maintenance & Reliability)
Human
Virtual
Physical Human
Virtual
Physical
Asset Information Management Time
etRamp
Functional• Process
Specs • Process
Models• Process Calcs• Flow Diags• Equip Calcs
Design• Process
Design • P&ID• Equip Layout,
Design, BOMs
• System
Procedures• Project Mgmt• Install/Test • Descriptions
of Operation• Operating • Insp & Maint• Certification
Commercial• Financial Analysis• CAPEX• Depreciation• OPEX• Purchasing
Records• Warranty &
Status• Project & Site • Procurement• Operational
Status• MRO
Inventory• Training
History• Source &
Build History• Operating
History• Maint History• Inspection
Records Bro
wn
fie
ld P
roje
cts
for
the A
sseUp
OperRdy
PeakPerf
ModsSpec
AssmAsset
FuncAsset
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Equip Calcs• Equip Specs• Func Designs
yDetail Design
• MRO BOMs
• Certification Reqs
• Lockout & Safety Reqs
• Warranty & Repair Records
• O&M Service Agreements
Training• Incident
Reports• People
Certifications
Reference Data Activity Records
Lif
e C
ycl
es
of
Liab
Cash
Idea
DesBasis
ProjPlan
AIM for O&MAIM for O&MAIM for O&MAIM for O&M
What is O&M?O&M – From Plant Startup to Plant ClosureWhat is O&M?O&M – From Plant Startup to Plant Closure
Time
Ass
etRamp
UpOperRdy
FuncAsset
cts
for
the y
PeakPerf
AssmAsset The O&M
ield
Pro
jec
ModsSpec
Stages of the Asset Lifecycle
of
Bro
wn
fi
Proj
fe C
ycl
es
o
Liab
CashDesB i
ProjPlan
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LiCash
IdeaBasis
What Asset Information is Used in O&M?O&M Uses Information from all AIM FlowsWhat Asset Information is Used in O&M?O&M Uses Information from all AIM Flows
Time
Ass
etRamp
UpOperRdy
FuncAsset
Historical Info to Improve Plant
Info for Plant O&M
cts
for
the Rdy
PeakPerf
AssmAsset
Asset
The O&M
Plant
ield
Pro
jec
ModsSpec
Stages of the Asset Lifecycle
of
Bro
wn
fi
Proj
fe C
ycl
es
o
Liab
CashDesB i
ProjPlan
Info to
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LiCash
IdeaBasisInfo to
Build Plant
What is the O&M Information Landscape? IT Solutions & Data Stores for Many Different RolesWhat is the O&M Information Landscape? IT Solutions & Data Stores for Many Different Rolesyy
Plant Engineering
PlantDesign
ProcessDesign
ContentMgmt gg
Maint ProdReliability MRO A tMaintMgmt
ProdMgmt
ReliabilityMgmt
MRO Materials
EH&S Auto
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OperationsMaintenance
Asset Information Distribution within O&M? Asset Info is Shared/Replicated Across Many Data StoresAsset Information Distribution within O&M? Asset Info is Shared/Replicated Across Many Data Stores
Plant Engineering Legend:R-Reference DataA-Activity Records
Info fo D&B
PlantDesign
ProcessDesign
ContentMgmt
Info for D&BInfo for O&M
Historical Info
R RR R
Maint ProdReliability MRO A t
R A R A R A R A R A R A
MaintMgmt
ProdMgmt
ReliabilityMgmt
MRO Materials
EH&S Auto
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OperationsMaintenance
Asset Information for O&MAsset Information for O&MCreation & Handover Creation & Handover
What is Asset Info Creation & Handover? Creation & Handover Crosses Two AIM ProcessesWhat is Asset Info Creation & Handover? Creation & Handover Crosses Two AIM Processes
Process Description
AIM Data ModelSupports the building of data models that span all asset informationcategories. Ensures information is complete and consistent across different
d i t t d i th t bl id fAIM Data Model Management
uses and is structured in a way that enables rapid access from manydifferent asset perspectives. Supports available industry standards forstructuring and exchanging of asset information.
AIM Content Supports collection, review/approval, validation, transformation,enrichment, categorization and loading of asset information from
Loading & Linking
, g gapplications and legacy formats into centralized and federated informationstores. Also supports the linking of existing data stores using bothcentralized and federated strategies.
AIM Quality & Supports change management and versioning recognizing all AIM datastores and all AIM data relationships Supports data quality strategies
Change Management
stores and all AIM data relationships. Supports data quality strategies,including validation and quality checks at critical points in informationflows. Aligns with corporate Data Quality and MDM programs.
AIM Role-based U A
Parses AIM content in support of asset information structure, asset objects,categories and relationships. Supports role-based access with tools andlanguage appropriate for AIM players Includes visualization of AIMUser Access
Managementlanguage appropriate for AIM players. Includes visualization of AIMcontent and collaborative workflow. Integrates with popular enterpriseportal frameworks. Supports both centralized and federated strategies.
ALM ProcessesProvides an environment and workflows for collaboration across the threemajor ALM processes – Design & Build, Operate & Optimize, Maintain &
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ALM Processes Collaboration Management
j p g p pImprove. Includes capability to create and exchange packages, markups,comments, as-built, etc. Also supports pre-built asset informationintegrations across applications within a single ALM process – e.g. ProjectDesign and Project Scheduling; Maintenance Management and Automation.
Who is Involved in Creation & Handover?3 Players Share Most of the Responsibility for O&MWho is Involved in Creation & Handover?3 Players Share Most of the Responsibility for O&M
EPC
O/O
EquipEquipVendor
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D&B Info O&M Info History
Who is Involved in Creation & Handover?Or, 4 If You Consider Internal O/O Groups …Who is Involved in Creation & Handover?Or, 4 If You Consider Internal O/O Groups …
EPC
O/O
D&B
O&M
Equip
O&M
EquipVendor
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D&B Info O&M Info History
Who is Involved in Creation & Handover?Or Even 5, If You Use O&M Outsourcing PartnersWho is Involved in Creation & Handover?Or Even 5, If You Use O&M Outsourcing Partners
O/O
EPCD&B
O&M
Equip & System
Suppliers
O&M Service Providers
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D&B Info O&M Info History
Creation & Handover ProcessesThe Current Situation for O&M – Issues VaryCreation & Handover ProcessesThe Current Situation for O&M – Issues Vary
Well-Defined Content Std
Poor IS Environment to Support AIM –
Only Basic Content Mgmt for D&B
IndividualO/O Issue
EPCContent, Std
Handover Procedures, Poor Data
Interoperability
Mgmt for D&B, Disconnected Data
Bases for O&M
O/O Issue
D&B
O&M
Interoperability
92
6s
Equip
O&M
O/O or O&M Service ProviderWeak ContentS
O 1
59
Fo
cus
EquipVendor
ProviderWeak Content Definition, No Handover
Procedures, Lack of Project Attention,
Contractual Roadblocks
Industry IssueIdeal for
Guidelines!
I
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D&B Info O&M Info History
Co t actua oadb oc s
What Should the Guidelines Address? What, Who, How, When …What Should the Guidelines Address? What, Who, How, When …, , ,, , ,
What?What are the Work Steps (eg. Collect, Transform, etc.)
What are the Work Items (eg. Maint Proc, MRO BOM, etc.)
What is the Info Content of Each Work Item
Who?What are the various roles a party can play (eg. Primary, support, etc.)
What are the rights/responsibilities of each role?
Matrix for Assigning Responsibilities during Contract Negotiations
How?What Information packages to group related informationp g g p
What is the Form and Format of information and package
When?Definition of O/O EPC and Vendor activities during D&B
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Definition of O/O, EPC and Vendor activities during D&B
Matrix for defining timing of all info flows among all parties
For a free copy of a full ARC report on this topic please contact the author at srsnitkin@arcweb com
Thank YouThank You
contact the author at [email protected]
For more information about Asset Lifecycle Management please visit our web site at www.arcweb.com and look
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punder “Domains/Asset Lifecycle Management”