city roseville maximo implementation
TRANSCRIPT
Turning Midstream Challenges into Learning Opportunities
How Roseville is Completing Its
Maximo Implementation
Northern California Maximo User Group Spring 2016
Agenda
Roseville’s Case for EAM
Challenges
Achieving Value
Learning Opportunities
Next Steps
Questions and Answers
Roseville A Case for EAM
Asset Management
Institutional Knowledge
Transitional Workforce
Integration Potential
Multiple Legacy Systems
3 Objectives R
ed
uce
Ma
teri
al A
cq
uis
itio
n C
osts
• Kitting of Job Materials
• Considered the Greatest Cost Savings Measure
Red
uce
d J
ob
Pla
nn
ing
co
sts
• Plan, Schedule and Provision work ahead of time
• Labor Performance
Elim
ina
te C
ap
ture
of R
ed
un
da
nt D
ata
• Integrate with Finance and Utility Billing
• Streamlines productivity
What We Wanted
Change Knowledge Retention
Business Process
Asset Management
• Centralize Asset
Registry
• Renewal and Rehabilitation
• Optimize Maintenance
• Consolidate Data
• Integrate
• Remove Redundancy
• End One-Off Processes
• Retain Knowledge
• Succession Planning
• Common Framework
• Reduce Material Costs
• Plan Ahead, Avoid Reaction
• Analytics
Where We Started
MP2
CMMS
Document (Content)
Management SystemSire Document Management
System
MV90Meter Readings
On-cycle Meter Reads
Off-cycle Meter Reads
GISGeographical
Information System
CAD
Network
Analysis
Meter
Reading Device
On-cycle Meter Reads
Off-cycle Meter Reads
Banner
CIS
IFAS
Work Order Update
SCADA
Asset Loading
Asset Out-of-Limit Readings
Asset Operations
Automated Call
Distribution
Work Orders
MS Outlook
T&ATime & Attendance
Reporting
Active
Directory
Asset
Monitoring
System
Proposed Systems to Be Replaced
Proposed Systems Integration
(High Priority in Bold)
KEY:
Existing Info Systems
Condition
AssessmentSystems
Customer Service
RequestsCivica Soft
Meter ReadingsMeter Readings
Mobile Workforce
(Field Automation)
SCADA Historian
Project
SchedulingMS Project
LIMSLaboratory Info
Mgmt System
ZonarFuel Usage
System
Approved Crew Time Costs
Hansen
CMMS
Distributed/Horizontal:
Assets ?
Cascade
CMMS
SquareRigger
CMMS
Fleet Fuel Usage
Land Logic
CMMS
Project
Coordinator
Duty DB
Daily Dispatch
Center Log
Trouble Service
Order DB
Treebase DB
Tree DB
Equip # DBCable Data
DB
Meter DB
Electric Access
Databases:Several Other Database
• 6 Disparate System
Silo’s
• No Integrations
• 40+ Custom
Databases
• No System of Record
or Documented
Business Process
Customer
Billing
Work
Management
GIS System
Control
Finance
Asset
Management
EAM SystemDocument (Content)
Management SystemSire Document Management
System
Asset Content
Work Order Content
Bus Process Content
MV90Meter Readings
On-cycle Meter Reads
Off-cycle Meter Reads
GISGeographical
Information System
CAD
Purchase Requisitions
Purchase Orders
Inventory Transactions
Goods Receipts
Direct Billing Costs
Distributed/Horizontal:
Assets & Attributes
Asset Hierarchy
Work Order (Medium)
Asset Content
Network
AnalysisAsset Network Model
Meter
Reading Device
On-cycle Meter Reads
Off-cycle Meter Reads
Banner
CIS
IFAS
Cost Account Codes
Employees
PR Status
PO Status
Invoice
Work Orders
Assets
Labor Records
Material Items
SCADA
Asset Loading
Asset Out-of-Limit Readings
Asset Operations
Customer Loads
Automated Call
Distribution
Work Order Status
Work Order Results
Work Order Material Usage
Work Order Labor Usgae
Daily Labor Usage
Asset Out-of-Limit Readings
Asset Operations
Workflow Notification
AlertsMS Outlook
T&ATime & Attendance
Reporting
Approved Crew Time Costs
Asset Out-of-Limit Readings
Asset Operations
Crew GPS Location
Summary Time Charges
Network Loads
Meter Updates
Meter Change Outs
Asset Drawings
Work Orders
Active
Directory
Login Access
Asset
Monitoring
System
Asset Out-of-Limit Readings
Asset Operations
Proposed New Info Systems
Proposed Systems Integration
(High Priority in Bold)
KEY:
Existing Info Systems
Condition
AssessmentSystems
Asset Condition Readings
Asset Condition Files
Customer Service
RequestsCivica Soft
Customer Work Requests
Customer Work Request Status
Meter ReadingsMeter Readings
Mobile Workforce(Field Automation)
SCADA Historian
Project
SchedulingMS Project
WO Planned Dates
LIMSLaboratory Info
Mgmt System
LIMS Work Orders
LIMS Results
ZonarFuel Usage
System
Fleet Fuel Usage
WO Scheduled Dates
EAM is the center
of connectivity
with shared data
via integrations
and processes
Customer
Billing
Finance
Work
Management
System
Control GIS
Asset
Management
What We Wanted
Progress to Date
• Feasibility Study 2008
• Started Maximo Implementation 2009
• First Maximo Go Live 2010
• Second Groups Go Live 2011/2012
• Benchmark and Confirmation 2014
• Final Phase: Parks, Pipelines, Electric Distribution, and Fleet 2015 to 2017
Challenges
Organization
Process
Technology
Readiness
Org - Diverse Lines of Business
Environmental Utilities
• Treatment Plants
• Water and Wastewater Pipelines
• Solid Waste
Public Works
• Traffic
• Streets
• Floodplain Monitoring
Electric
• Power Generation
• Substations
• Power Distribution
Central Services
• Central Stores
• Fleet Management
• Facilities Maintenance
Parks
• Parks
• Open Space
Org – Knowledge Base
• Retiring Workforce During Implementation
• Minimal and Decentralized Documentation
Process – Minimal Initial Process
SERVICE DELIVERY PLANNING PERFORMANCE
MANAGEMENT
Performance Monitoring &
Reporting
Performance Assessment &
Continuous Improvement
Financial Management & Administration
IS & Data Management
Human Resources
Management
Strategic Planning
Tactical Planning
BUSINESS DRIVERS
Customer Expectations Corporate Goals
Regulatory Requirements Environmental Factors
SERVICES
Transportation Water & Wastewater
Storm Water Waste Management
Facilities Parks & Recreation
Fleet/Transit
Operational Planning
Operation & Programs
Asset Lifecycle Management
Building on Light (or No) Initial Processes
Technology and Aging Systems
• Maximo Continually Changing
• Network and Infrastructure were Aging
• Complex Integrations Underestimated
• Timing for Mobile
• Data
• Too Much Too Soon?
Readiness – No Change Mgmt
• Governance and the need for Guidance
• Disparate User Groups and Policies
• No Asset Management Roles and Responsibilities
• No Change Management Personnel or Procedures
• No Formal Training Center or Programs
• Defining Business Processes
Achieving Value
August, 2015 8 am Leadership Visioning
Executive Visioning
Shared Vision of
Asset Management
Identify 3 High-Level Elements of
Asset Management
People, Processes and Tools Necessary
Visioning Outcome – Goals
Priority Goals
Business Analytics
Reporting and
Dashboard
Mobile Solutions
Integration with other Business Systems
Work Management
Governance and Program Leadership
Visioning Outcome - Conclusions
Conclusion and Needs
Defined Organizational
Leadership
Communication and Change Management
Raise Excitement
Staff Classifications
Visioning Outcome - Success
EAM SystemDocument (Content)
Management SystemSire Document Management
System
Asset Content
Work Order Content
Bus Process Content
MV90Meter Readings
On-cycle Meter Reads
Off-cycle Meter Reads
GISGeographical
Information System
CAD
Purchase Requisitions
Purchase Orders
Inventory Transactions
Goods Receipts
Direct Billing Costs
Distributed/Horizontal:
Assets & Attributes
Asset Hierarchy
Work Order (Medium)
Asset Content
Network
AnalysisAsset Network Model
Meter
Reading Device
On-cycle Meter Reads
Off-cycle Meter Reads
Banner
CIS
IFAS
Cost Account Codes
Employees
PR Status
PO Status
Invoice
Work Orders
Assets
Labor Records
Material Items
SCADA
Asset Loading
Asset Out-of-Limit Readings
Asset Operations
Customer Loads
Automated Call
Distribution
Work Order Status
Work Order Results
Work Order Material Usage
Work Order Labor Usgae
Daily Labor Usage
Asset Out-of-Limit Readings
Asset Operations
Workflow Notification
AlertsMS Outlook
T&ATime & Attendance
Reporting
Approved Crew Time Costs
Asset Out-of-Limit Readings
Asset Operations
Crew GPS Location
Summary Time Charges
Network Loads
Meter Updates
Meter Change Outs
Asset Drawings
Work Orders
Active
Directory
Login Access
Asset
Monitoring
System
Asset Out-of-Limit Readings
Asset Operations
Proposed New Info Systems
Proposed Systems Integration
(High Priority in Bold)
KEY:
Existing Info Systems
Condition
AssessmentSystems
Asset Condition Readings
Asset Condition Files
Customer Service
RequestsCivica Soft
Customer Work Requests
Customer Work Request Status
Meter ReadingsMeter Readings
Mobile Workforce(Field Automation)
SCADA Historian
Project
SchedulingMS Project
WO Planned Dates
LIMSLaboratory Info
Mgmt System
LIMS Work Orders
LIMS Results
ZonarFuel Usage
System
Fleet Fuel Usage
WO Scheduled Dates
Visioning
Visioning Outcome – Business Plan
Governance
Reconfirm Goals
Staffing Needs
Forward Program
Costs
Enterprise vs
Department
Where does Leadership
Reside?
Learning Opportunities
More Than Just A CMMS
Data and Defining Assets and Hierarchy
Business Processes are a New Concept
Maximo Education vs Training
The End in Mind - Structure
People & Change Management
Next Steps
Normal work management
Supply chain
Asset profiling
Formal Asset Registry
Integrated System Asset Management
Build on the Foundation
• EAM Business Plan
• Governance
• Staffing Plan
• Leadership
Next 3 to 5 Months?
Governance
Reconfirm Goals
Staffing Needs
Forward Program
Costs
Enterprise vs Department
Where does Leadership
Reside?
• Live with
Electric and Water Metering
Parks Maintenance
Water Distribution
Wastewater Collection
Electric Distribution
Fleet Management
• Improve Integration with Finance
Next 15 Months?
• Condition Assessment
• Failure Profiling
• Advanced Mobility
• Service Level and Performance Standards
• Business Intelligence & Analytics
• Health, Safety & Environmental Regulatory Compliance
• Replacement Planning
Where are We Going and Beyond…
Questions and Answers
Thank you!