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Maximo © 2014 IBM Corporation Oil and Gas Product Roadmap GOMaximo 2014 Houston, TX 25 September 2014 Russell Bee Lead Product Architect Kyle Harding Sr. Designer Architect

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Maximo

© 2014 IBM Corporation

Oil and Gas Product Roadmap GOMaximo 2014 Houston, TX 25 September 2014

Russell Bee Lead Product Architect Kyle Harding Sr. Designer Architect

Maximo Oil & Gas

© 2014 IBM Corporation

Agenda

§ Reflections on SPE Intelligent Energy 2014

§ Oil and Gas/HSE design team introduction

§ Overall Maximo product roadmap

§ Oil and Gas product roadmap

Maximo Oil & Gas

© 2014 IBM Corporation

1. Reflections on SPE Intelligent Energy Utrecht 2014 (Papers by Shell, Exxon, Aramco, Statoil, BP)

§  A consistent theme was the need to better leverage technology

§  Pushing the boundaries in harsh environments

§  The NASA Mars rover Curiosity was quoted as a good example of the application of remote technology

§  But human guidance and decision making is still vital to the missions

§  Balance technology with lean workflows and address people issues

§  We’ll come back to Maximo…..

Maximo Oil & Gas

© 2014 IBM Corporation

From Curiosity to Swiss Cheese!

Image Credit: NASA/JPL-Caltech/Malin Space Science Systems

Maximo Oil & Gas

© 2014 IBM Corporation

Oil and Gas Design team introduction

§ Russell Bee, Lead Product Architect (Manchester, UK)

§ Kyle Harding, Sr Designer Architect - Service Desk Module, Mobile Incident Reporter and visualization (Boston, MA)

§ Ana Paula Brambila, Lead Developer – Location Profile design (Sao Paulo, Brazil)

§ Gabriella Martins Orpinelli, Staff Software Engineer - Operations module design (Sao Paulo, Brazil)

§ Martin Harris, Industry SME Business process review and development (Derby, UK)

Maximo Oil & Gas

© 2014 IBM Corporation

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. THE INFORMATION PROVIDED IN THIS DOCUMENT IS DISTRIBUTED “AS IS” WITHOUT ANY WARRANTY, EITHER EXPRESS OR IMPLIED. IBM EXPRESSLY DISCLAIMS ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT

Maximo Oil & Gas

© 2014 IBM Corporation

IBM Maximo - Driving New Capabilities

Functional Enhancements to drive new customer

value

Optimization for improved deployment

of resources

Mobile for improved user

experience Cloud

for reduced CAPEX costs

Analytics as new basis of

competitive advantage

Product Deployment

for faster implementation

Maximo Oil & Gas

© 2014 IBM Corporation

2014 Maximo Asset Management Roadmap Q1 2014 Q2 2014

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. .

Q3 2014 Q4 2014

Maximo Fix-pack 7.5.0.6

Maximo Fix-pack 7.5.0.7

Maximo Asset Mgmt v7.Next • Usability • BI Dashboards • Reporting/KPI Improvements • Updated Platforms • Crews • Open Map API • Multi-tenancy

Maximo Anywhere v7.x • Authoring Tool • Windows • Maximo Inventory & Asset applications • RFID&GPS support • Add’l TRIRIGA

Maximo Anywhere V7.x • iOS • Application editor • File Attachments • Add’l Maximo Work Mgmt applications • TRIRIGA applications

Maximo Service Provider 7.5.2 • Billing frequency • Customer specific job plans

Asset Config Mgr 7.5.x Maximo Service

Provider 7.5.x • Conditional Pricing • Combined Billings • Customer specific vendors

Maximo Inventory Insights 1.1 • Predict out-of stock or over-stock conditions • Suggest optimized inventory levels • SaaS delivery

Maximo (SaaS) 7.5 • Full EAM functionality • Subscription based delivery model • Provides OT and IT capabilities •  Hosted by IBM SoftLayer

Maximo BI Pack - Inventory Metrics

Fix packs

New Versions New Products

No-Charge Offerings

2015

Maximo Oil & Gas

© 2014 IBM Corporation

IBM Maximo Asset Management – 7.next

Expanded capabilities to support business intelligence

Intuitive navigation for users

Increased Serviceability

Improve visibility, increase resource utilization and reduce costs

§ Focus on User Experience – new look and feel, expanded start center configuration options"§ Analytical insights through Reporting, KPI’s and Dashboards improved performance, increased user access and better tools to monitor the health of your business"§ Functional Enhancements improved crew management and service addresses to support maps"§ Technology Improvements – expanded install and platform support"

Maximo Oil & Gas

© 2014 IBM Corporation

FOCUS ON REPORTING AND KPI’s

USER EXPERIENCE

§  A new look introducing updated fonts, colors and styling of applications

§  Application navigation (nested view) and Breadcrumbs across top.

§  Hover dialog provides additional field information §  Startcenter –multiple objects per result set §  Record Locking options, Improved Date/Time calculations

across timezones in Labor Transactions/PM’s

Maximo 7.next

§  Executive dashboards with Metric Reports and Metric Workspace Displays

§  Performance improvements in reporting solutions §  Set a limit on the number of records presented from an Ad-

hoc report so users aren’t waiting for results for a long time.

§  New KPI Template and KPI Viewer Applications §  Individual KPI scheduling §  Ability to add calculations to ad-hoc reports

Maximo Oil & Gas

© 2014 IBM Corporation

INVESTMENT IN TECHNOLOGY

FUNCTIONAL ENHANCEMENTS

§ Capabilities to support Crews including Crew types and a Crew application

§  Service Addresses for Assets & Locations §  Public Map API and Application Designer for the Map Control (Google, Bing, ESRI)

§  Introduce Log tab in Quick Reporting, PR and PO applications

§ IBM Install Manager for a consistent user experience across installation of IBM offerings § Automation of common configuration scenarios, such as middleware re-configuration, ID and password changes, and language deployment § Better installation and configuration help and progressive disclosure § Enablement for future capabilities such as fix pack and hot fix deployment § Support for multiple tenants in a single environment § A broad choice of supported technologies to best meet your requirements. (Middleware/OS/Browsers) § Scripting Enhancements

Maximo 7.next

Maximo Oil & Gas

© 2014 IBM Corporation

Maximo’s future with Supply Chain…time to think outside ‘the box’

§  Maximo Supply Chain Framework –  ‘Complimentary’ to the needs of Enterprise

Asset Management

– Scenario-specific extensions to supply chain functionality delivered via industry solutions

§  Core Maximo supply chain functionality delivers the bulk of supply chain capabilities for many of our customers.

§  Addressing the remaining supply chain business requirements is best-suited by IBM’s in-house best of breed capabilities….just not necessarily in Maximo’s box.

Enter Emptoris

Maximo Oil & Gas

© 2014 IBM Corporation

Plan to Contract

A  combina*on  of  Emptoris  and  Maximo  extend  supply  chain  capabili*es  to  Planning  and  Contract  mgmt    

+

Execute to Settle

Analyze

Spend Supplier

Selection

Supplier

Sourcing

Manage

Supplier

Contracts

Activate

Suppliers

Automate

the order

process

Logistics

Management

Supplier Compliance,

Risk & Performance

Maximo Oil & Gas

© 2014 IBM Corporation

HSE Manager/Oil and Gas Vision

• Extensive integrated process • Risk and asset health • More visual and mobile user interface • Strength in analytics

Service Request

Defect/Non Conformance Incident

Operator Log

Work Management

Investigate & Improve

Improvement

Action Tracking

Prioritization Matrix

PMsCondition Monitoring

Condition for Work

Work Orders

Quick Reporting

Engineering System

Plant Control Systems

Change Management

MOC Request

Control of Work

Risk Assessment

Permit & Certificate

Types

Projects

Manage Assets

Manage Supply Chain

MOCPurchasing

Inventory

Contracts

Locations

Assets

Compliance

Regulatory Compliance

Finance

OperationsKnowledge

Management

Benefits & Losses

Solution Search

Investigation (Lessons Learned)

Solutions

HR

People

InvestigationHazards

Risk Matrix

Key:

External Process

Maximo Process

Oil and Gas Applications

Oil & Gas Cloned Applications

Job Plan

Scheduler

Operator Tasks

Operating Policy

Drilling and Completion

Run Log

Linear Assets

Location Profile

Reporting and Analytics Layer

*

*

*

* Not part of oil and gas must be purchased separately

Operating Procedures

Asset Lists

Standard Actions

QualificationsPermit to

Work

Lock Out/Tag Out Plan Audit and

Survey

Work Order Preparation

Activities

Certifications

Spatial

Core Maximo applications

Add-on Maximo applications

Drilling

Maximo Oil & Gas

© 2014 IBM Corporation

Road map themes – multiple thread approach

§ Enhancements to integrated operational and maintenance processes

§ Focus on analytics

§ Leverage next generation mobile

§  Improved visualization and UX

§ Support for Maximo 7.x, new Installer and Scheduler 7.5.2

Maximo Oil & Gas

© 2014 IBM Corporation

Functional enhancements

§ Close gaps in data structure and business process to better support analytics

§ Adapting and extending existing capability to expand coverage in operations and safety related areas where competitive gaps have been identified

§ Keep a strong focus on continuous improvement of functional capability

Maximo Oil & Gas

© 2014 IBM Corporation

Maximo for Oil and Gas/Maximo HSE Roadmap - Functional

Release 7.x Release 7.X

All future release dates are estimates and specific content is subject to change.

Maximo 7.X Maximo 7.X

Release 7.X

Maximo 7.X

GA: GA: GA:

•  Permit to Work process enh

•  Operational Risk Assessment

•  Isolation Certificates

•  Certification templates

•  Audit and Survey Likert fields

•  Safety Management System enh

•  Chemical management

•  Simultaneous Activity Matrix

•  Safety Equipment Profile

•  Occupational health

•  Oil and Gas Adapter enh.

•  Operator Log enh.

•  Miscellaneous UX enhancements

Maximo Oil & Gas

© 2014 IBM Corporation

Mobile next generation

§ Main use cases now identified § Focus on simpler request type applications and

toolbox talk § Waited until 2nd Anywhere release § Continue to define use cases and detailed

requirements § Priority is an Incident Reporter app § Mobile inspection to be a common development

Maximo Oil & Gas

© 2014 IBM Corporation

Maximo for Oil and Gas/Maximo HSE Roadmap - Mobile Release To Be Decided Release 7.X

All future release dates are estimates and specific content is subject to change.

Maximo 7.X Maximo 7.X

Release 7.X

Maximo 7.X

GA: GA: GA:

•  Incident Reporter

•  Operator Log Entry

•  Request a Permit

•  Record a Survey Entry

•  Toolbox Talk

Maximo Oil & Gas

© 2014 IBM Corporation

Maximo Oil and Gas/HSE Manager – Proof of Concept and Analytics Work

§ Proof of concept work to investigate new technologies

§ Collaboration with IBM Research

§ BI Workpacks

§ Not necessarily to be delivered through formal release

Maximo Oil & Gas

© 2014 IBM Corporation

Maximo for Oil and Gas/Maximo HSE Roadmap - POCs POC Release 7.X

All future release dates are estimates and specific content is subject to change.

Maximo 7.X Maximo 7.X

Release 7.X

Maximo 7.X

GA: GA: GA:

•  Cognos TM1 Analytics

•  Cognos BI HSE Workpack

•  Plant layout visualisation

•  Turnaround Analytics

•  Predictive Safety Analytics

Maximo Oil & Gas

© 2014 IBM Corporation

Cognos TM1 Analytics

§  Shows how Cognos TM1 can be integrated with Maximo Oil and Gas/HSE

§  Built example cubes – Defect elimination

– Permit to Work – Management of Change

§  Document and make available on ISM Library for customers to access

§  Review future requirements with customers

Maximo Oil & Gas

© 2014 IBM Corporation

Cognos BI HSE Workpack

§ Considering possibility of a BI Workpack for HSE focused on process safety KPIs

§ Wide customer interest and more willingness to use Cognos if standard reports are available

§ Possibility to link to a balanced scorecard

§ Gathering customer input on KPIs

Maximo Oil & Gas

© 2014 IBM Corporation

Plant Layout Visualisation

§  View permits, risks, MOCs, high priority WOs on a schematic representation of a plant layout

§  Permit to Work Simops a key use case

§  Generic approach for use by multiple products

§  Dojo GFX identified as technology platform

§  POC started in December 2013

§  Demonstrated POC February/March 2014

§  Cumulative risk use case emerged from POC

§  Overall positive user feedback and strong interest

Maximo Oil & Gas

© 2014 IBM Corporation

Turnaround Analytics

§ First of a Kind (FOAK) project with IBM Research

§ Will utilise IBM ILOG optimization product, possibly SPSS

§ Maximo Oil and Gas to provide data model

§ Will utilise Maximo Scheduler ODME integration for ILOG

§ Funding approved July 2014, 9 month project

§  In process of identifying customers to work with

Maximo Oil & Gas

© 2014 IBM Corporation

Turnaround analytics use cases

§  Use cases 1. For activities associated with a turnaround support the optimum

planning of a long term turnaround program for a major producing unit. The object is to minimise loss over multiple shutdowns taking into account equipment condition or predicted condition.

2. For activities associated with a specific turnaround support the preparation, prior to execution, of a plan that will minimise production loss. Deviations in scope prior to execution shall also be addressed.

3. Extend 1 and 2 above taking into account dependencies such as interconnected platforms, sub sea tie-ins, remote well sites, production pipelines. power and steam supply.

4. Extend 1 - 3 above to support planning associated with unplanned outages that result in short duration shutdown of producing units.

Maximo Oil & Gas

© 2014 IBM Corporation

Predictive Safety Analytics

§ Utilise IBM SPSS and IBM Research capability § Based on Oil and Gas/HSE data model § Could potentially deploy using same architecture

as Inventory Insights hybrid cloud § Use cases

–  Incidents/Investigations (both structured and unstructured data)

– Audits

§  Identifying customers interested in working with us closely in this area

Maximo Oil & Gas

© 2014 IBM Corporation

Forthcoming IBM White Paper – ‘A Unified Approach to Process Safety’

§  Working with Harvard Business School and University of Manchester

§  Embed risk assessment into mainstream business processes

§  Incorporate envisioning into process

§  Incorporate ‘soft’ factors into cumulative operational risk assessment

§  A ‘unified’ approach

§  Together is better!

Maximo Oil & Gas

© 2014 IBM Corporation

Conclusion

“We can only see a short distance ahead but we can see plenty there that needs to be done”

Alan Turing OBE, FRS

Maximo Oil & Gas

© 2014 IBM Corporation

Thank you!