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The Convergence of Maintenance and Safety Prepared by Dave Turner April 11, 2019

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Page 1: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

The Convergence of Maintenance and Safety

Prepared by Dave TurnerApril 11, 2019

Page 2: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Discussion Outline

1. Regulations, Economics, Maintenance and Safety

2. Capturing Requirements and Great Ideas

3. Maintenance and Safety Convergence Scenarios

4. Maximo Oil and Gas – Today and Future

5. Maximo Worker Insights Integration

6. A few recent client success stories…

Page 3: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

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Oil and Gas Industry Drivers

Oil and Gas companies must:– Provide safe and reliable operations– Operate cost effectively in a new era of lower

prices– Sustain and extend production capability.

Oil and Gas companies are under increased pressure to:– meet growing environmental legislation – replace an aging workforce– manage a diverse set of operational risks.

Safety

Risk

Compliance

Page 4: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Regulatory Compliance is Increasingly Complex

Page 5: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Institutionalize Safety or Face The Consequences

Page 6: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

How can Maintenance Software Institutionalize Safety?

IBM Maximo for Oil and Gas fully supports and integrates health, safety and environmental work processes with operations, maintenance planning and execution.

Page 7: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Discussion Outline

1. Regulations, Economics, Maintenance and Safety

2. Capturing Requirements and Great Ideas

3. Maintenance and Safety Convergence Scenarios

4. Maximo Oil and Gas – Today and Future

5. Maximo Worker Insights Integration

6. A few recent client success stories…

Page 8: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Enhancement Requests

https://www.ibm.com/developerworks/rfe/

Page 9: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Advisory Councils

Maximo Advisory Council (MAC):• Members of this advisory council are primarily invited from large

Maximo customers that are part of the Accelerated Value Program (AVP). The MAC meets at least annually to discuss Maximo product direction, support, approaches, progress and issues. The meetings are two days and are organized by the Maximo Product Development and AVP Support team.

Maximo Oil and Gas / HSE Advisory Council:• Members of this Advisory Council are exclusive to our oil and gas

and HSE customer base. Executives and key domain experts meet on average once a year to advise on product strategy. The meetings are normally over two days and are organized by the Oil and Gas Industry Leader. No sales personnel or business partners are involved. It is a direct interaction between thought-leading customers and Maximo product architects.

Page 10: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Development Partners• A cornerstone of Maximo’s development philosophy is to involve end user customers in the planning process

for developing enhancements and industry solutions for the Maximo Asset Management software through the formation of Maximo Development Partner Advisory Groups

• Provides a mutually beneficial result for all customers participating in a Group, IBM, and ultimately, all Maximo end users. Because each participating organization can directly influence product direction by participating in a Group, and Maximo can benefit from the users “real world” experience and advice, Maximo is expected to improve as a result - a “win-win” situation.

• Participants must understand that Maximo is commercial software, and must be willing to seek solutions and enhancements that are generally marketable and not unique to them.

• Members must agree to sign an IBM Confidential Disclosure Agreement (“CDA”) and related Supplement. • These are group focused on areas of current development within the Maximo product and Industry Solutions

and may only last for a single development/release cycle.• Each Group generally consists of individuals from Maximo’s Product Architects, Development, QA, Support,

and Documentation departments. • Participation generally includes involvement in brainstorming sessions and review of design specifications,

alpha software (throughout development sprints) and beta testing.

Page 11: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

User Groups, Conferences and Site Visits

GOMaximo April 1-3, 2019Royal Sonesta, Houston

Maximo Middle East User Group Conference 2019SUPERCHARGING MAXIMO WITH AI AND ANALYTICS

Page 12: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Discussion Outline

1. Regulations, Economics, Maintenance and Safety

2. Capturing Requirements and Great Ideas

3. Maintenance and Safety Convergence Scenarios

4. Maximo Oil and Gas – Today and Future

5. Maximo Worker Insights Integration

6. A few recent client success stories…

Page 13: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Incidents

• The use cases for Incident Management reporting include, injury and illness, environmental or security incidents, a near miss, a spillage, a safety observation or a failure in a safety process.

Source > maximosecrets.com

Page 14: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Regulatory Compliance

• In highly regulated industries, regulations typically specify how often a piece of equipment needs to be inspected.

• Thru the combination of core Maximo Work Management functionality, (Job Plans, PMs & PM Generation) and the ability to maintain and reference applicable regulations a company can generate and assign the WOs to perform the regulatory compliance activities, track the associated cost, identify follow-up actions to maintain compliance and finally be able to report the details of compliance activities on demand.

Source > maximosecrets.com

Page 15: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Condition for Work

• The condition for work is likely to be in the context of a work function; maintenance, inspection, project, production, etc.

• It refers to the state of the asset for the work function to be performed.• Some examples of the condition for work are, SHUTDOWN, LOCKEDOUT, ISOLATED, PURGED,

STOPPED, RUNNING, etc. Source > maximosecrets.com

Page 16: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Discussion Outline

1. Regulations, Economics, Maintenance and Safety

2. Capturing Requirements and Great Ideas

3. Maintenance and Safety Convergence Scenarios

4. Maximo Oil and Gas – Today and Future

5. Maximo Worker Insights Integration

6. A few recent client success stories…

Page 17: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

IBM Maximo Oil and Gas• Supports oil and gas best practices to enhance the productivity and efficiency of critical assets. • Helps improve safety and reliability while controlling costs.• Supports standardization, convergence and collaboration to boost operational intelligence and achieve operational excellence• Enables the capture, distribution and institutionalization of organizational knowledge• Monitors and manages objects in the physical world electronically.• Provides a consolidated and trusted platform for managing the smallest tools and parts to highly complex and digitized business-critical assets.

Page 18: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Maximo Oil and Gas / HSE FeaturesThe ONLY asset management software on the market today with native HSE* functionality.

*HSE – Health, Safety and Environmental

HSE*Incidents, Investigations, Corrective Actions, Improvements, MOC, Solutions, Regulatory Compliance, Audits, Knowledge Management

MaintenanceIsolation Management, Risk, Permit to Work, Hazards, Failure Reporting, Defects, Commissioning and Startups, Competency and Certifications

OperationsPolicies, Procedures, Operator’s Logs, Operational Actions, Shift Handover, Bypass Management, Production Loss Reporting, Benefits/Losses

Page 19: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

• IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.• Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.• The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract.• The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Please note

Page 20: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

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Maximo Oil & Gas and HSE Manager – Summary of Release Strategy

Notice: IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should notbe relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential futureproducts may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Core Maximo Feature Pack 7.6.0.x

Maximo Anywhere- Incident Reporter on app stores- Checklist

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IFix – priority fixes

Release 7.6.x- New skin adjustments- ISO14224:2016 support- Operations Manager Work Center- Self-Service apps- Inspection support- PTW priority enhancements- Claim and damage management- Safety Conversations- Training Management

Release 7.6.x- Access Permits- Systemic risk and barriers- MOC enh.- Operator Log enh.- Incident/Investigation enh.- PTW enh.- HSE Analyst Work Center

Accelerator- Safer Workplace/HSE integration

Core Maximo Feature Pack 7.6.0.x

IFix – priority fixes

Release 7.6.x- Automated Simops- Flange management- Emissions profile- Visual 5 Whys- Conditional risk assessment- Certifications on RFQ- Failure management enh.- Environmental management enh.

Maximo Anywhere- Audit- Investigation- Operator Log

Maximo Anywhere- Incident Reporter enhancements

Core releases and interim fix program

Releases

Accelerators

Page 21: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

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7.6.x Key Priorities

Release 7.6.x

- New skin adjustments

- ISO14224:2016 support

- Operations Manager Work Center

- Self-Service apps

- Inspection support

- PTW priority enhancements

- Claim and damage management

- Safety Conversations

- Training Management

Page 22: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Discussion Outline

1. Regulations, Economics, Maintenance and Safety

2. Capturing Requirements and Great Ideas

3. Maintenance and Safety Convergence Scenarios

4. Maximo Oil and Gas – Today and Future

5. Maximo Worker Insights Integration

6. A few recent client success stories…

Page 23: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

What does Worker Insights do?• Worker Insights puts compliance at the center of

safety, making it easier to identify and eliminate hazards in the workplace.

• It combines IoT data from wearables, environmental sensors and other data, with advanced analytics.

• Delivers real-time insights, putting time and place into context, along with trending and forecasting analyses, and worker information.

• This powerful solution helps workers Think, Inform and Act. It also enables supervisors to use predictive information to address issues before they become problems.

Maximo Worker Insights

https://www.ibm.com/us-en/marketplace/iot-safer-workplace

Maximo HSE and Worker Insights Integration

As an Operations Manager using Maximo HSE, I would like to beaware of hazards identified by Worker Insights and:• See hazards as alerts on Maximo UI• Receive notifications when a new alert is created;• Use alerts to trigger Incident Management process• Log in at Worker Insights with the same user/password Maximo• Be able to identify alert location as a Maximo Location

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Page 24: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

HSE + Worker Insights integration: Use Case Scenario

The ‘hazard’ appears in the Maximo UI as an ‘alert’

Maximo HSE user receives a notification that a new ‘alert’ was

created

New ‘alert’ triggers the Incident Management Process

Together, HSE + Worker Insights create a streamlined process for detecting and managing incidents.

New ‘alert’ ONLYbecomes an ‘incident’ if

it aligns with pre-determined rules in

Maximo HSE

Detected ‘hazard’ causes ‘action’ in Worker Insights

Shield to be triggered.

‘Action’ calls for Worker Insights Shield to send

‘hazard’ to Maximo HSE

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Page 25: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Maximo HSE Incident list – triggered by WI:

Page 26: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Incident detail in Maximo HSE – triggered by WI:

Page 27: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Data consistency of workplace-incidents• Automating incident reporting• Increases in captured “incident” related data

Decrease the number of unreported workplace incidents

• Standard / Consistent data captured for incidents Decrease user-variation of manually captured incidents

Time saved• Relevant data automatically populates in HSE ‘Incident List’ –

eliminating manual steps• Improves overall operations (Kyle Harding input on Box comments)

Enable greater analytical value…• Increase in captured standardized data enables deeper analytics • Root cause analysis • Real Time Analytics• Predictive / Incident Avoidance

HSE + Worker Insights integrated solution: Value drivers

Page 28: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Discussion Outline

1. Regulations, Economics, Maintenance and Safety

2. Capturing Requirements and Great Ideas

3. Maintenance and Safety Convergence Scenarios

4. Maximo Oil and Gas – Today and Future

5. Maximo Worker Insights Integration

6. A few recent client success stories…

Page 29: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Diamond OffshoreSummary: Diamond Offshore is a leader in offshore drilling, operating with a total fleet of 17 drilling rigs. In 2017 they selected Maximo SaaS Flex 7.6 Oil and Gas solution to replace their legacy EAM system that will operate on all rigs and their headquarters in Houston. There are currently 26 global Diamond locations that host Maximo with over 1500 active users.

©2018 IBM Corporation 14 April 2019 IBM Services29

Standard Requirements

- Asset Managements

- Work Management

- Inventory Management

- Purchase Requisitions

Unique Requirements

- Cargo Manifest

- Riser Manifest

- Certifications

- Safety Cases

- Global Rig Replication

- ISO 14224

- Location Hierarchy

- Item Master

Maximo Asset Management

(SaaS)Maximo for Oil &

Gas

MaximoScheduler

Maximo Linear Asset Manager

Maximo Calibration

Maximo Anywhere

Page 30: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

SK Advanced

©2018 IBM Corporation 14 April 2019 IBM Services30

SK Advanced manufactures propylene at a new plant they built in Ulsun, Korea. Commencing in 2015, they compared SAP PM to Maximo and chose to implement Maximo for Oil and Gas with just three personnel supporting the project. They chose Maximo because of its support for global standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems (ERP, EDMS) and its ability to support expansion to other plants (scalability).

SK Advanced presented their results at MaximoWorldconference in 2018. They reported that in 2017, they achieved;• a 15% improvement in maintenance efficiency, • a 20% improvement in process time loss, • 96.9% availability, • a 10% improvement in wrench time and • no human loss.

Page 31: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Cheniere Energy

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Summary: Cheniere Energy, Inc. is an international energy company headquartered in Houston, Texas, and is the leading producer of liquefied natural gas in the United States. Cheniere chose Maximo Oil and Gas in Fall of 2014 and deployed the software to production environments in early 2015.

Cheniere has pursued continuous improvements in its maintenance and HSE processes leveraging Maximo functionality. They have implemented MOC and are now working on implementing Incident Management and Regulatory Compliance.

Cheniere is represented on the board of directors for GOMaximo, the Houston-based Maximo user group for the oil and gas industry.

Page 32: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

ONEOK

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ONEOK is a leading midstream service provider and owner of one of the nation’s premier natural gas liquids (NGL) systems, connecting NGL supply in the Mid-Continent, Permian and Rocky Mountain regions with key market centers and an extensive network of natural gas gathering, processing, storage and transportation assets.

ONEOK has been a Maximo customer for several years and is constantly implementing improvements to its maintenance and HSE operations with Maximo for Oil and Gas.

ONEOK has a representative sitting on the board of directors for GOMaximo, the Houston-based Maximo user group for the oil and gas industry.

Page 33: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Suncoke

This is what they’ve implemented to date. Next on the agenda is Operator’s Logs.

Page 34: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

From: "FLUDER, JOE H." <[email protected]>To: "'[email protected]'" <[email protected]>Cc: David Turner/Bedford/IBM@IBMUSDate: 11/14/2014 23:50Subject: INVESTIGATION in action

Russell, I was visiting one of our plants today and happened across this group of people doing an RCFA* directly in the INVESTIGATION app. Your brainchild in action.

*RCFA = Root Cause Failure Analysis

Joe FluderDirector of Corporate Maintenance and ReliabilitySuncoke Energy

Suncoke – Usability Example

Joe Fluder is the president of GOMaximo.

Page 35: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Summary

• It’s still about people, process and technology

• Technology is merely the enabler.• But, you can simplify the

technology implementation with a product that supports the integration of maintenance and safety “out-of-the box.”

Page 36: The Convergence of Maintenance and Safety - Maximo · 2019. 4. 15. · standards ISO 14224 and ISO 55001, Maximo’s user-friendly interface, its ease to integrate with other systems

Thank you and

questions?

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