supporting gas and oil processes with maximo

© 2014 IBM Corporation

Supporting Gas and Oil processes with Maximo

Martin Harris: Maximo Industry SME email: [email protected] mobile: +44 7711 855 300

© 2014 IBM Corporation 2

Role & Main Focus History of Recent Client Experience

IBM Role §  Enterprise Asset Management – Industry Tiger Solution Focus §  Enterprise Asset Management / Maximo and

association technologies e.g. Predictive Maintenance & Quality and Analytics

Industry Segments §  Oil and Gas, HSE, manufacturing, government Key Skills §  Subject Matter Expertise in industries listed above §  In-depth knowledge, development and delivery of

common, tool aligned business processes

§  Recent and current client engagements include but are not limited to the following: §  Oil and Gas: BP, BG, ENI, Seadrill,, Enquest, GDF Suez, Afren, Edison. OMV,

Wood Group §  Nuclear: Sellafield §  Aerospace and Defence: Rolls-Royce Aerospace, BAE Systems, Smiths

Systems, Bombardier Aerospace. Boeing,, Airbus, §  Automotive: Scania, GKN, Toyota Manufacturing, Bentley Motor Cars, JLR,

Tata, MAN, VW, Honda §  Industrial Products: FL Smidth, Lagan Cement §  Rail: Bombardier Transportation §  Ports: Port of Antwerp

Martin Harris Enterprise Asset Management Tiger Team

Professional Industry Background

•  Prior to joining IBM Implementation of enterprise tools and processes across multi-national aerospace and defence organisations

•  18 years working for IBM across industrial sector clients at all points in the lifecycle in both implementation services and software group roles

•  Core competencies in enterprise asset management, product lifecycle management and business process management. he is professionally certified by IBM as a Business Transformation consultant, is a Chartered IT Professional, Member of the Institute of Engineering & Technology and Society of Petroleum Engineers and holds current UK National Security Clearance (SC).

•  Martin has co-authored and published an IBM Redbook and a number of IBM Redpapers

Educational Background

§  HND Distinction Civil Engineering

§  OND Distinction Electrical and Electronic Engineer

§  Chartered IT Professional §  IBM Certified Business

Transformation Consultant §  Languages: English


Common perspective of Maximo

§ Toolbox – Not certain what’s inside – Cluttered and chaotic – Mixture of bits and pieces


More accurate perspective of Maximo

§ Tool chest – Well organised – Understood –  Easy to manage


We all know Maximo has many screens, but how are they used to support the business ??


Successful implementation of any software product is like a 3 legged stool

A business process or business method is a collection of related, structured activities or tasks that produce a specific service or product (serve a particular goal) for a particular

customer or customers. It can often be visualized with a flowchart as a sequence of activities with interleaving decision points or with a Process Matrix as a sequence of

activities with relevance rules based on data in the process.


IBM Blueworks Live….


Industry standards exist to provide common approaches and methods across the industry


Industry standards provide us with process frameworks with layers of decomposition

APQC Process Classifica/on Framework for Upstream Oil and Gas


Industry standards also provide us with examples of detailed process

HSG 250 Permit to Work Step Change in Safety – Task Risk Assessment


IBM Blueworks Live provides us with the tools to model, share, simulate and document the business process

APQC Oil and Gas Process ClassificaDon Framework Categories in IBM Blueworks LIve


IBM Provides us with the tools to model, share, simulate and document the business process

Permit to work process showing analysis on “status”


Process playbacks can be used to identify a specific flow through a process driven by decisions and calculate process time / costs


Blueworks live allows us to capture detailed information about the process, and delivers this via web, export to Word or Powerpoint

§ Process description § Roles and responsibilities § Systems § Inputs § Outputs § Cost § Time § Associated documentation § Comments § Maximo status field § Maximo application / tab


We identify activities within the process and associate screen grabs from Maximo to show how the tool COULD (not must) be used


In summary, delivering processes through Maximo

1.  Identified the top 40-50 HSE critical processes 2.  Modelled in IBM Blueworks Live from industry

standards, customer input and experience 3.  Structure relative to APQC Process Classification

Framework 4.  Captured screen shots from Maximo at each pertinent

stage in each process as an illustration of how the tool could (not must) be used

5.  Can be used for reference, detailed business case, PoC, testing, to support implementation, training etc

6.  Models are made freely available to partners and customers – 30 day free trial of IBM Blueworks live

“Maximo Oil and Gas / HSE provides a very strong capability to meet the needs of our business but requires us to identify how to use the tool in the context of our processes…”

Example processes: Incident Management, Risk Assessment, Failure Reporting, Defect Elimination, Define Hazards and Precautions, Permit to Work, Preservation, Mechanical Completion, Commissioning, Management of Change, Action Tracking, Manage Asset Integrity, Manage non-conformance, Manage Safety Critical Equipment, Manage Regulatory Compliance, HSE Audit, Investigation, Bypass and Inhibit Management


Process models developed to support Maximo, varying degrees of maturity and mostly oil and gas / HSE

Process Titles 3.1.4 Handover to production 3.2.2.7.2.5 Bypass and Inhibit Managem 3.2.2.3.1 Manage Operational Transactions 3.2.2.7.2.6 Cumulative Risk Assessment 3.2.2.3.1.1 Manage shift logs 3.2.2.7.3 Preparation Activities 3.2.2.3.1.2 Manage Operator Tasks 3.2.2.7.3.1 Preservation 3.2.2.3.1.3 Maintain operating procedures 3.2.2.7.3.2 Mechanical Completion 3.2.2.3.1.4 Loss Reporting 3.2.2.7.3.3 Commissioning 3.2.2.3.2.4.5 Action Tracking 3.2.2.7.3.4 Operations handover 3.2.2.5.1.1 Request and Identify Defect 3.2.2.7.4 Action Tracking 3.2.2.5.1.2 Defect Elimination 3.2.2.7.3.5.3 Turnaround Planning and Preparation 3.2.2.5.1.4 Failure Reporting 5.3.5 Develop and train employees 3.2.2.5.1.6 Improvement 6.5.5.2 Create regulations 3.2.2.5.1.7 Supporting RCM 6.5.5.1 Create Standard Actions Template 3.2.2.6 Perform Maintenance 9.4.2.3.1 Incident Management 3.2.2.6.3 Work Management 9.4.2.4 Manage Asset Integrity 3.2.2.6.3.1 Create activities 9.4.4.1 Manage inspection work 3.2.2.6.3.2 Planning Meeting Preparation 9.4.4.2 Record results of inspection 3.2.2.6.3.3 Planning Review Meeting 9.4.4.3 Manage non-conformance 3.2.2.6.3.4 Scheduling Activities 9.4.4.4 Manage safety critical equipment 3.2.2.6.3.5 Plan Levelling 9.5.1.1 Identify relevant regulations 3.2.2.6.3.6 Post Planning Review 9.5.1.2 Create regulatory compliance records 3.2.2.6.3.7 Job Plan Improvement 9.5.2 Review regulations 3.2.2.6.3.8 High Level Shutdown Plan 9.5.4.1 HSE Audit 3.2.2.6.4 Work Order Management 10.6 Supply Chain Management 3.2.2.7.2.0 Create standard actions and templates 11.4.1 Plan for Change 3.2.2.7.2.1 Define hazards and precautions 11.4.3.1Implement Change (MOC) 3.2.2.7.2.2 Risk Assessment 11.4.4 Sustain Improvement 3.2.2.7.2.3 Permit to Work 11.4.4.2 Investigation 3.2.2.7.2.4 Isolation Management

supporting gas and oil processes with maximo

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