o&g for hse
TRANSCRIPT
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Maximo Oil & Gas
O&G Fit for HSE
Tony Turner – Projects Director, Vetasi
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Summary
• Maximo is a Best of Breed EAM Application
• Addresses All Strategic Asset Classes from an Operational
View
• IBM has made significant investment in producing
targeted Industr Solutions
• !he Oil " #as Industr Solutions $ring industr specific
Best %ractices to Maximo
• So wh haven&t all of the O"# customers gone with Oil "
#as'
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Strateic !sset & Ser"ice Mmt#
Six $ey functional areas%
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'M Maximo !sset Manaement Suite
(tilities )ife Sciences *uclear Po+er
Oil & Gas
nustry Solutions
Trans-ortation Go"ernment
Maximo !sset Manaement
Maximo ./0 T !sset &
Ser"ice Mmnt
O-tions
Mo1ile 2or$
Manaer
Mo1ile n"entory
Manaer
S!P E3P
!a-ter
!a-ter for MS
Project
Oracle E3P
!a-ter
!a-ter for
Prima"era
4om-liance !ssistance
Documentation
5 Enter-rise !a-ter
5 !"aila1le +it6 Maximo
!sset Manaement ./0
)inear !ssets
4ali1ration
!7On Solutions
!sset *a"iator !sset 4onfiuration
Manaer
S-atial46ane & 4orrecti"e
!ction Mr
S)! Manaer
Ser"ice Pro"ier
Maximo
Essentials
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!o-tion of O&G in lare ME Oil 4om-anies
• Maximo has $een deploed at (OC ) *+*,, -sers
• Maximo has $een deploed at (.%C ) /+0,, -sers
• Maximo deploed at #asco ) 0+,,, -sers
• Maximo deploed at A1MA ) 2+*,, -sers
• Maximo has $een deploed at %IC ) 0,, -sers
• !hese are ma3or Oil Companies covering -pstream and 1ownstream
• .one of these Companies initiall $ought into the Maximo Oil "#as Solution4
• 5h'
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Exam-le – 8O4
• All Asset Classes are addressed ) 5ells+ Operations+ %ipelines+ !ransport+ %lant+
Marine Vessels+ I! Assets+ Ahmadi !ownship+ 6oads+ etc4
• 6eplacement of Indus %assport Sstem
• %urchased man Maximo options7
• Spatial ) for #IS
• 8inear ) for %ipelines+ 6oads and !elecomms
• !ransport ) for %lant+ Vehicles and Marine 9leet
• -tilities ) for Crew Management
• Mo$ile 5or: Management+ Inventor Management
• I!AM and I!SM
• Cali$ration• (OC 1id .O! %urchase Oil " #as;;
• Maintenance team felt it was too advanced for their needs4
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Exam-le – 8O4
9 Durin !--lication Disco"ery, t6e team ientifie 0:; <stan alone=
a--lications
9 >? systems to 1e interate @Oracle Finance, H3MS, GS, Scaa, TPMS,
)anmar$, etc/A
9 .? stanalone a--s to 1e re-lace 1y Maximo
9 HSE 6as ; !--lications#
9 HSE )i"e ncient 3e-ortin
9 HSE !uit Trac$in
9 ePermits
9 HSE Manaement System
9 File*et Document Manaement9 n -rocess of e"elo-in more a--licationsB
9 KOC adopted Oil & Gas to handle HSE Requirements during the project
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Work Mgmt Incident
Investigation
MaterialsMgmt
Procurement
Improvement
Change
Action
Safet
y
Cost Resource Management Planning & Scheduling Operations Management
ContractMgmt
PR’s, P’s
R!"’s
Invoices
Receipts
Inventory
Inspections
#ools
Storerooms
Conditions
$eases
Warranties
Purchase
$a%our
"uali&cations
Work rders
Activities
'o% Plans
Priority Matri(
)efects
Incidents
*lo%al Issue
!ailure Reporting
+scalations
Investigations
AAR
ene&ts
$osses
Actions
'o% Plans
)ocuments
Regulations
S$As
Preventive
Maintenance
Pro-ects
Improvements
MC
Assets
$ocations
Relationships
Item Master
Systems
Production Assets I# Assets!acility Assets #ransportation Assets
ServiceRe.uest
Work $og
Solutions
#emplates
Communications
usiness )rivers
Risks /S+ MarketPerformanceRegulations
/a0ards
Precautions
Plans
RC!A
Authori0ation
R e p o r t i n g
a n d
* o v
e r n a n c e
#he usiness1 2Missions, *oals, Customers, 3sers4
Mo%ile Work
Chemical & Petroleum Asset Management
I n t e g r a t i o n
Standards – ISO14224/API !"
)rilling Assets Re&nery Assets Pipeline Assets
Primavera
+RP
Real#ime
MS Pro-ect
*IS
+ngineering
Petroleum nustry Solution, nterate O-erations
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'M Maximo for Oil an Gas
moule o"er"ie+
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Maximo for Oil an Gas – 4a-a1ility Summary
3elease ./0/? 3elease ./0/0
!ll future release ates are estimates an s-ecific content is su1ject to c6ane/
Maximo ./0 Maximo ./0
3elease ./0/>
Maximo ./0
G!# Se- >C, >??C G!# Dec >?? G!# *o"/ >?0?
• SO0>> !sset 4lassifications
• SO0>> Failure 4oes
• )ocation an 2or$ Details
• Prioritiation Matrix
• 4onition for 2or$
• 3eulations
• ncients
• Defects
• n"estiations
• Solutions
• m-ro"ements
• 'enefits an )osses
• Manaement of 46ane
• !ction Trac$in
• Stanar !ctions
• 4ontrol of 2or$
• Permit an 4ertificate Ty-es
• 3is$ !nalysis
• 3is$ Matrices
• O-erators )o
• Stanar !ction Grou-s
• Maximo S-atial nteration
• Su--ort for MMOS!
• Miscellaneous en6ancements
•Haars
•MO4 3is$s an Projects
•Taret !"aila1ility
•)eacy Ta
•'a !ctor Dialo
•Ser"ice 3euest @OilA
• O-eratin Policies
• O-eratin Proceures
• O-erator Tas$s
• 4ause !nalysisIFME4!
• Drillin an 4om-letion• 3un )o
• Material ns-ection
• O-erator )o En6ancements
• Sc6euler interation
• MO4 en6ancements
• Miscellaneous en6ancements•Extra failure fiels
•ncient im-act
•3eulations extra +6ere use
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Maximo for Oil an Gas – 4a-a1ility
3elease ./; 3elease ./J
!ll future release ates are estimates an s-ecific content is su1ject to c6ane/
Maximo ./J Maximo ./J
3elease ./J
Maximo ./J
G!# G!# G!#
• *on7conformances
• SO >> Failure Mec6anism
• SO0>> Su1 unitImaint item
• Multi-le -ersons on ncient
• 4lassification of ris$ assessments
• tem Master on MO4
• ! 3eulation to ncients
• Kualifications lin$ to certificates
• Kualification "erification on )a1or
• Eita1le fiels on Peo-le @OilA
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Maximo Oil & Gas for HSE
• Brings <SE 6eporting into the same %latform as 5or:
Management
• Can view all Activities against an Asset ) S6+ 5O+ %M+
Incident+ 1efect+ Change+ Moves+ etc4
• -ses a common data$ase ) Assets+ 8ocations+ 6egulations+
%ermits+ 5or: Orders+ Incidents+ %ersonnel+ =ualifications+
etc4
• Eliminates duplicate data entr >e4g4 lea:ing valve re?uires
a 5O and an Incident@
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Inline with
HSEMS
Procedures
ata o!
"agging #ndicators
Mechanism o!
Reporting
ata o!
"eading #ndicatorsAnal$sis o! ata%oti!ication Process rac'ing
Action items
as per the
roles &
responsibiliti
es
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HSE !uits, ns-ections an
Visits
• Set up 1ash$oard to show <SE Audits
• Create 5O tpe Audit to plan+ schedule and trac: audit
• Create 9ollow On Activities for .C6 • On .C6 attach recommendations
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!uits – Das61oar Vie+
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!uits – Drillo+n )ists
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!uits 7 *43s
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3eulatory 4om-liance
• 5hat is it'
• %rovides a$ilit to hold details of regulations relevant to wor: carried out
in Maximo+ and relate these regulations to $oth wor: planned in Maximo
and actual wor: carried out
• -se cases• %rovide documented proof that wor: carried out in Maximo was
completed $ased on the re?uired regulation
• %rovides the a$ilit to demonstrate compliance with man statutor
re?uirements covering safet+ health and environment
• Business Value
• Identifies compliance with relevant regulations
• Simplifies wor: re?uired to demonstrate compliance
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ncient Manaement
• %roduct Capa$ilit
• An application to record and management incidents occurring during plantoperation and maintenance
• Incorporates high context incident reporting
• Benefits for the Industr
• Improved process safety management, encourages collaboration betweenmaintenance and operations
• Incident management becomes part of the work management process, ratherthan a stand alone process
• Significant reduction in costs of incident management program since an incidentcan be ‘raised’ from a work order (automatically copies over related information
• !nables additional automation of process, e"g", an incident on a safety valve canautomatically create an investigation
• #educed re$uirement for other software or spreadsheets
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Defect Elimination @nterity ManaementA
• %roduct Capa$ilit
• A defect reporting and management application
• %lassification of defects supports deeper analysis of e$uipment integrity
issues
• Benefits for the Industr
• &rives reliability improvement programs, e"g", Six Sigma, %ontinuousImprovement, 'echanical Integrity
• orms the basis for engineering analysis for the removal of e$uipment
problems and defects
• %ollaborative application between maintenance, operations and engineering
• !nables automation of defect analysis, e"g", escalation of a defect on critical
e$uipment would be different than non)critical e$uipment• #educed re$uirement for other software or spreadsheets
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n"estiations @OilA
• 5hat is it'
• Supports investigations of incidents or defects
• A pro$lem ma $e the result of one or man incidents
• -se cases
• 6aised when a 6oot Cause 9ailure Analsis or After Action6eview is re?uired
• Could $e initiated from an incident that re?uires further
investigation into the cause of the incident
• Business value
• Improved process safet management
• A mechanism for initiating the recording of lessons learned $ an
organiation
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Prioritiation of 2or$
• %roduct Capa$ilit
• A matrix based system of work or risk prioriti*ation, reason for work definitions
• %onfigure multi variable (safety, economics, health, regulatory, etc"" operational
standards for the prioriti*ation of work based on sub+ect matter expertise
• Benefits for the Industr• Standardi*es work prioriti*ation based on corporate compliance and operational
standards, not personal or ‘tribal knowledge’ decisions
• alances work priorities based on many parameters, not +ust asset criticality
• !nsures compliance, some regulatory, to corporate priorities
• #educed cost - time associated with work planning and scheduling, first step in
enabling work planning and scheduling automation
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Sam-le Prioritiation Matrix
Reason !or (or'
R)(* R)(+ R)(, R)(-
#mminentanger
Sa!et$ En.ironment Routine
Asset/"ocPriorit$
Matri0#nde0
Matri0Priorit$
Matri0#nde0
Matri0Priorit$
Matri0#nde0
Matri0Priorit$
Matri0#nde0
Matri0Priorit$
+ 12 + *+ , +2 , +3 -
, 11 + +4 , +5 - ,+ 6
- 1* + +6 - ,5 - -2 6
6 1+ + ,+ - -4 6 -* 5
5 1, + ,3 - -1 6 -+ 5
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!ction Trac$in
• %roduct Capa$ilit
• A means of tracking actions agreed with regulatory authorities or
internal review and audit teams
• A way of following up actions arising from investigations or
improvements
• Benefits for the Industr
• &rives implementation of business critical actions and improvements
• #educed costs, e"g", regulatory reporting and implementation of
improvement programs
• Improved safety and reliability
• #educed re$uirement for other software or spreadsheets
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Some t6ou6ts on interity manaementL
• It is often latent conditions created $ maintenance lapses
that set an accident se?uence in motion or threaten its
recover
• An organiation must possess the technical competencenecessar to achieve safet goals
• Competence is ver closel related to the ?ualit of an
organiation&s safet information sstem
5 / 3eason, 0./ Manain t6e 3is$s of Oraniational !ccients
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Solutions @OilA
• 5hat is it'
• A repositor for proven solutions and lessons learned $ an organiation
• Identification of $enefits associated with Solutions
• Extends %eople application to provide authoriation capa$ilit
• -se cases
• 6ecord details of a successful pro3ect to replace a compressor oil cooling sstem
that resulted in a significant increase in compressor relia$ilit
• 8og a 8esson 8earned arising from an After Action 6eview on an isolation valve
repair that led to a potential loss of containment that led to a change to standard
operating procedures when performing wor: that could potentiall cause a
containment issue • Business value
• Supports organiational learning
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m-ro"ements
• 5hat is it'
• An application to record suggestions for improvements to plant operation
and maintenance
• Supports Six Sigma or similar methodologies
• -se cases• Could arise from a defect identified $ a maintenance technician or
operator
• Could $e initiated from a %ro$lem that re?uires improvement action to
address the cause
• Business value
• A mechanism to drive continuous improvement
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'enefits an )osses
• 5hat is it'
• A new Maximo application that defines $enefits that can $e
associated with Improvements and Solutions
• %rovides a loss reporting capa$ilit
• -se Cases• -se to document a cost$enefit analsis
• -se 8osses su$Dta$ to record production losses associated with
planned and unplanned shutdowns and near miss losses
• Business value
• 1rive improvements in plant availa$ilit
• 9ocus on $usiness $enefit
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Manaement of 46ane
• %roduct Capa$ilit
• An application to support a company’s full management of change process from
re$uest to closure
• 'anages review and approval process, pre and post management of change actions.
audit trail on entire process
• Standard action application to reduce manual data entry• Benefits for the Industr
• Improved safety, reliability and compliance
• #educed cost through greater process conformity - standardi*ation through
integration with work management process
• !ncourages collaboration with operations, maintenance and engineering
• Improved organi*ational learning
• #educed re$uirement for other software or spreadsheets
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Full 4ycle MO4
• 6e?uest Change
• 6eview
• Approve
• %reDMOC actions
• Authorie
• %ostDMOC actions
• Closure
• 1ecision support ) identification of $ad actors
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4onclusion
• Maximo Oil " #as provides platform to integrate <SE
Activities with 5or: " Asset Management
• Avoids Siloed Sstems and pop upF applications
• One Stop Shop for Incident 6eporting+ 5or: Management+
Investigations+ Management of Change+ Safet Compliance
• !he advantage of a single version of the truthF outweighs
possi$le shortfalls in depth of $ase functionalit4
• An Oil Compan implementing Maximo should loo: at
O"# from an <SE and Integrit Management perspective
) not from the traditional Maintenance viewpoint4
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3eulatory 4om-liance main ta1 screens6ot
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ncients @OilA main ta1 screens6ot
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Defects main ta1 screens6ot
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n"estiations main ta1 screens6ot
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n"estiations !fter !ction 3e"ie+ ta1 screens6ot
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n"estiations )essons )earne ta1 screens6ot
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n"estiations 3oot 4ause Failure !nalysis ta1 screens6ot
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Prioritiation Matrix – 3eason For 2or$ ta1
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Prioritiation Matrix – aitions to 2or$ Orers
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!ction Trac$in Main Screen )ayout
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Solutions main ta1 screens6ot
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Solutions 'enefits ta1 screens6ot
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m-ro"ements main ta1 screens6ot
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m-act ta1 screens6ot
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)osses su17ta1 screens6ot
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Manaement of 46ane screens6ot