oesuite process safety framework

At the core, Process Safety Management (PSM) is a system comprised of multiple elements with no regulatory requirement to do more than meet the minimum. PSM should, of course, maintain compliance. Still, we think it should be enhanced as necessary through alignment with best practices to improve overall process safety. One truth we’ve proven through our experience and industry research is that effective PSM today depends on accurate data management across aligned systems and departments; that leads to more efficient, effective execution of process safety, not just reduced operational risk.. In turn, accurate data management requires a commitment, first to determine what matters – and therefore what must be measured and managed – and second to implement an aligned PSM software solution like the Operational Sustainability® (OS) OESuite® Process Safety Framework that is capable of gathering, analyzing, and utilizing all of that essential interrelated data to support the desired outcomes.

How? The OESuite® Process Safety Framework employs a comprehensive, interoperable set of modules aligned with the latest best practices in safety culture and execution strategies to deliver sustainable process safety improvements.

OESuite® Process Safety Framework

OESuite® Process Safety Framework:

How it works

Software screen examples

Covered Regulations Matrix

Who we are

©2021 Operational Sustainability, LLC. All rights reserved. REV 112921

www.DrivingOE.com | www.OESuite.com | 713.355.2900

Bureaucracy

Sustainable

Management Systems

Com

pet

ency

Rules understoodby some but

not documented

Strong

Weak

Not Documented Documented

Rules not understoodand not documented –failures very probable

Don’t understandthe rules and don’t

know why

OperationalExcellence

4

3

1

2 Weak

Reactive

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Process Safety is part of your basic license to operate, as well as a starting point to develop a risk registry. This means PSM will continue to be a focus for process industries due to ongoing performance challenges–but their view of PSM is too narrow. Focusing only on safety in your organization as a measure of success won’t yield optimum results, because safety alone ignores many operational risks. To bridge this gap, OS holistically addresses PSM concerns with our integrated, interoperable Process Safety Framework of modules and features.

Process Safety Framework

Management ofChange + Mobile

Task / ComplianceManagement

Consequence of Deviation

Technology

Procedure Mgmt /Work Instructions

+ Mobile

Process Risk /Risk Assessment

HAZOP /LOPA / PHA

What If,JSA,

HAZID,FMECA

Dust HazardAnalysis,

PSMBoundary

DocumentManagement

Enterprise RiskManagement

Audit Management+ Mobile

Safety InstrumentedSystems + Mobile

SIF,IPL Lifecycle,Proof Testing,

SRS Design

Incident / EventMgmt + Mobile

FailureElimination /Bad Actors

RCA,Consequence of Deviation

Non-conformances /

ProductQuality

Workforce / Organization

Organizational /Personnel Change

Organogram,Succession

Planning

Deferral &Deviation

Management

Review /Manage

Recommend-ations

CAPA / Action ItemManagement

FailureElimination /Bad Actors

PerformanceManagement

CompetencyMgmt

CompetencyAssessment,Interventions

Job RoleMaps

Training Mgmt / LMS + Mobile

SkillsMatrix /

Curriculum

SCORM /AICC

Facilities

Relief Device MgmtRisk-BasedInspection

Pre-Startup SafetyReview + Mobile

Work Permitting+ Mobile

IPLLifecycle,Scheduler

Module Feature

InspectionMgmt + Mobile

Scheduler,NDE Data

Visual /Thickness

MeasurementsCalibration

Alarm / IOWManagement

SafeOperating

Limits

AlarmRational-

ization





The OESuite® Process Safety interoperability model will move your focus from safety to comprehensive risk and reduce process safety incidents through the integration of several core modules, as shown in our Process Safety Framework. OESuite® also offers an API 754 reporting engine and supports our Process Safety Health perspective.

Process Hazard Analysis(HAZOP / LOPA / What-If)

Process Safety CultureAssessment & Tech Content

Modules / Systemsfor All Elements

General for All Elements• Employee Participation• Stakeholder Outreach• Management Review / Continuous Improvement

PSI / Document /Redlining Metrics and Reporting

PerformanceManagement

Process Safety Health

IncidentManagement

ComplianceAudits

EmergencyPlanning &Response

TradeSecrets

AlarmManagement

Safeguard

Event

Right to Know

Alarm Event

Unwanted Events

Change Req

Pop-Test

Damage Mechanism

Not In-Kind

Recs

RevalidationSchedule

In-Kind

Alarm Triggered

Req PSSR

Req PSSR

Protocol

TrainingRequirements

WORKFORCECONDUCTOF OPS.

Competency Assessment

Activities in the Area

StartupShutdownProcedure

MechanicalIntegrity

Framework

Compliance / RiskFramework

PSI Framework

Qualifications

Alarm Event

LOPA

High Risk Change

DataHistorian / DCS

SIS / ProofTesting

Logs / ShiftHandover

ContractorManagement Training / CBT

HR

ContractorBackground Check

CompetencyManagement

OperatingProcedures

Corrective /Preventive

Action (CAPA)

RegulatoryRequirements /Compliance to

Standards

IOWs / SafeOperatingEnvelopes

Relief DeviceMgmt

CMMS / EAM

Inspection /RBI

MECHANICAL INTEGRITY

Hot Work / LOTO /Bypass

PSSR

Tasks

Management ofChange (MOC)

Org / PersonnelChange

Culture Framework

WorkforceFramework

Operations &ProductionFramework

OperatorRounds

Tech Content forWork PermittingTech Content

for MOC

Tech Contentfor CoO

Intelligent PHATemplate

Tech Contentfor MI

EAM MasterData Catalog

Legend

OESuite® Module(Including Mobile

and Offline)

OESuite® Featuresand Functions

IndicatesMobile EnabledDataConnector

OS ContentLibrary

External DataSource

OS Content /Standards





PSM, done well, crosses numerous departmental boundaries, making it difficult to get to a single source of truth. The OESuite® Process Safety Framework’s interoperable modules generates this single source of truth by building a unified data structure that holistically addresses Process Safety, leading to more efficient execution and actionable insights across an organization, rather than depending upon lagging indicators.

With our Process Safety Framework, users can:

• Enable better PSM execution, leading to Operational Discipline

• Lower operational risks by advancing beyond traditional process safety compliance and embracing Risk-Based Process Safety (RBPS)

• Make the right investments in process safety resources to protect lives and value, and move toward Operational Excellence

The OESuite® Process Safety Framework also covers the traditional elements and more advanced RBPS elements. By leveraging this comprehensive framework with our Process Safety Information (PSI), Mechanical Integrity, Workforce, Operations & Production, Compliance / Risk, and Culture Frameworks, users can achieve a complete 360-degree view of their compliance obligations and operational risks.

Phase 1 “Basic PSM”CAPA, Incident, Process Risk / PHA

Phase 2 “Intermediate PSM”MOC, PSSR, Document Management, Training, LOPA, Audit

Phase 3 “Advanced PSM”Inspection, Organizational Change, Relief Device Management, Task Management, CoW / LOTO

Phase 4 “Mature PSM”IOWs, RBI, Alarms, SIS, Procedures, PSI, Competency, Production Loss





Software Screen Examples

Example 1 – Procedural Automation

Leverage a library of templates, create custom procedures, relate procedures to equipment, trigger MOCs, make revisions, and execute procedures in the field on a mobile device.






Example 2 – PHA / LOPA Study

Leverage a library of Intelligent PHA™ templates, conduct pre-work and noding, conduct risk assessments, track follow through actions and MOCs, see previous incident history and relief device history, and generate reports.






Example 3 – Work Permits / Work Packs / LOTO

Plan permit activities, request permits, conduct risk assessments, isolate energy sources, enable pre-startup safety reviews, perform digital sign-offs via mobile devices, perform gas testing, enable bypasses, issue certificates, and renew or reissue new permits at the shift handover. Leverage pre-configured workflow templates and technical standards for MOC.





Figure 1 – Procedure Mobile


Example 4 – Management of Change

Track not-in-kind changes, manage temporary, permanent, and emergency changes, enable a risk assessment, conduct a pre-startup safety review using your checklists, and close out post commissioning items.







Example 5 – Mechanical Integrity

Conduct visual inspections and gather thickness measurements, create a monitoring strategy using corrosion control documents, identify damage mechanisms, create integrity operating windows, track deficiencies, and track remaining half-life of your equipment.






Regulations Covered by the OESuite® Process Safety Framework

PSM Regulatory Matrix

SEMS EPA RMPAPI RP 1173Process Safety

Risk BasedProcess Safety

BSEE EPAIndustryOSHA CCPS

Guidelines for Reporting Unsafe Working Conditions

Additional JSA Requirements

API RP 75 Integration

Records & Documentation of Program

Independent Auditor

Leadership in Management Commitment

Compliance Audit

Operating Procedures

Trade Secrets

Process Safety / Safety Culture

Ultimate Work Authority

Mechanical Integrity

Stop Work Authority

Conduct of Operations (CoO)

Compliance to Standards

Stakeholder Outreach

Process Safety Competency / Competence

General Provisions

Emergency Planning and Response / Control

Employee Participation / Plan

Process Hazard Analysis

Training

Management Review and Continuous Improvement

Pre-Startup Safety Review (PSSR)

Incident Investigation

Contractors

Process Safety Information / Safety & Environmental Info.

Hot Work Permits / Safe Work Practices

Measurement and Metrics

Management of Change (MOC)

Process SafetyManagement

(Recommendations)

CSChERegulatory actions addressed by OESuite® Modules or Frameworks

Non-software related activities

Regulatory actions partially addressed by OESuite® Modules

KEY





Workforce Assets Operations Compliance Risk

DISCLAIMER

This document is protected under the copyright laws of the United States and other countries. This proposal contains information that is proprietary and confidential to Operational Sustainability, LLC, and shall not be disclosed outside the recipient’s company or duplicated, used or disclosed in whole or in part by the recipient for any purpose other than to evaluate this proposal. Any other use or disclosure in whole or in part of this information without the express written permission of Operational Sustainability, LLC is prohibited.

Operational Sustainability, LLC is a Delaware limited liability corporation.

Succeeding in today’s complex, highly-regulated industries depends on how well your company manages operational risk and enables operational discipline. Our world-class advisory services and our industry-leading cloud-based, highly configurable software work together to enable your company to achieve operational excellence. To implement OE 4.0 and sustain operational integrity, companies must balance production goals with reliability, safety, and human and environmental factors. We identify and help you solve any issues to move to a real-time, mobilized risk-aware culture. With an average of more than 30 years of industry

experience each, our advisors can design a solution tailored to your company’s culture and needs.

Learn how Operational Sustainability can advise your workforce through our consulting services and support your journey to operational excellence through our OESuite® software platform. See our full slate of free webinars, white papers, detailed module information, and scheduled workshops online at www.DrivingOE.com.

Operational Sustainability® makes operational excellence simple.




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