Asset Information Management (AIM) Presentation @ ARC's 2011 Industry Forum

Sid SnitkinVice-President & GM

Enterprise Advisory ServicesARC Advisory Group

[email protected]

Asset Information Management (AIM)A Review of Recent ARC Research

2© ARC Advisory Group

What is AIM?

Recent ARC AIM Research Reports

• The Case for Developing an AIM Strategy

• A Guide for Building a Winning AIM Program

• AIM Technology Solutions

• AIM Content Management and Platform Extensions

Conclusions and Recommendations

Agenda


Plan Design Procure Build Operate MaintainRetire & Recycle

A New Model for the Major ALM ProcessesALM Processes Have Specific Responsibilities

Plan Design Procure Build Operate MaintainRetire & Recycle

Project Performance Management (PPM)

Asset Performance Management (APM)

Project PerformanceManagement

(PPM)

Asset PerformanceManagement

(APM)

Asset & Project

PortfolioManagement

(APPM)

Handover

ModificationRequests

FundedProjects

New Facility

Requests


ALIM Improves ALM Performance Through Better Handover Processes and More Efficient Information Exchanges!

An ALM Information Management Strategy A Blend of ALM Process and Corporate Strategies

ALMInformationManagement

(ALIM)

Project Information Management

(PIM)

Asset & Project Portfolio Info Management

(APPIM)

Asset Information Management

(AIM)

5

© ARC Advisory Group

What Does Asset Information Look Like?AIM Has to Manage All “Important” Asset Info

Function

• Process Specs

• Process Models

• Process Calcs

• Flow Diags

• Equip Calcs

• Equip Specs

• Func Designs

Design

• Process Design

• P&ID

• Equip Layout, Design, BOMs

• System Detail Design

• MRO BOMs

Procedures

• Install/Test

• Descriptions of Operation

• Operating

• Insp & Maint

• Certification Reqs

• Lockout & Safety Reqs

Commercial

• Financial Analysis

• CAPEX

• Depreciation

• OPEX

• Purchasing Records

• Warranty & Repair Records

• O&M Service Agreements

Status

• Procurement

• Operational Status

• MRO Inventory

History

• Source & Build History

• Operating History

• Maint History

• Inspection Records

• Incident Reports

• People Certifications

Reference Data Activity Records

Important = used in critical processes, supports high impact decisions, has EH&S impact, IP or security related, etc.

6


Why Does it Include So Many Categories?Different Categories Answer Different Questions

FunctionWhat is its role?

What are its capabilities?How does it work? Design

What components? How are they connected?

What Parts do I need?

ProceduresHow do I install it?

How do I operate it?How do I maintain it?Commercial

Who supplied it? When?How much did it cost?

What warranties do I have?

HistoryHow was it used?

How did it perform?How was it maintained?How was it modified?

StatusWhat is its condition?What parts do I have?What work is pending?

7


AIM Has to Support Many Different PeopleStakeholder Questions Span Many Categories

EngineerWhy did it fail?

What are the requirements?What are its capabilities?

Was it tested? When? How?Was it changed?

How do I get it fixed? Do I have the parts?

Is it covered by an O&M contract?

Was it right for the task? Calcs?Was it tested? Test Results?How was it installed?How was it used? Maintained?Have there been other incidents?

OEM SupplierDid you install it correctly?

Did you respect operating guidelines?Did you perform suggested PM?Is the warranty still in effect?

Blowout Preventer

Regulator

OperationsManager

8


Managing Asset Information is ChallengingMany Forms, Many Complex Linkages, Many Users

Asset (Object)

Attribute Value Note

ID P-300-27

Type CPump

DFlow 200 CFM

PR-MAX 3.5

Material Ni-222 Internal

P-300-27

D-300-2003

“Documents”ManualsOperating ProceduresMaintenance Procedures…Formal Structures

“Drawings”P&IDInstallationElectricalPiping…Virtual Views

DocumentFormats

• Paper• Image• DWG, …• XML• Std XML• …

Data Formats

• Proprietary• RDB• Object DB• XML• Std XML• …

“Data”Instrument ListsEquipment listsBill of MaterialsAssembliesSub-AssembliesStandardsPerformanceHistory…Virtual Models

Meta DataP-300-27

Organized By“List” or “Object”

Asset (Object)

Attribute Value Note

ID P-300-27

Type CPump

DFlow 200 CFM

PR-MAX 3.5

Material Ni-222 Internal

Organized byDocuments

Files Database

Managing Content, Linkages, and Information Exchanges is Fundamental to Good Asset Information Management!


AIM Can Improve Performance in 2 WaysQuality and Usability - Separate But Related Issues

Asset Info Value

Asset Info

Usability

Asset Info

Quality

Information Quality Should be Your Initial AIM Focus!


What is Good Asset Information Worth?Poor Asset Information => Money Down the Drain

Annual Losses:1.5% of Sales

Increased EH&S Risk


AIM Strategy Management ProcessDevelop a Good Strategy & Continuously Improve It

Review/ReviseGoals

AssessPerf

AssessStrategy

PlanChanges

Make Changes

AIM Objectives

Functional

• Process Specs

• Process Models

• Process Calcs

• Flow Diags

• Equip Calcs

• Equip Specs

• Func Designs

Design

• Process Design

• P&ID

• Equip Layout, Design, BOMs

• System Detail Design

• MRO BOMs

Procedures

• Project Mgmt

• Install/Test

• Descriptions of Operation

• Operating

• Insp & Maint

• Certification Reqs

• Lockout & Safety Reqs

Commercial

• Financial Analysis

• CAPEX

• Depreciation

• OPEX

• Purchasing Records

• Warranty & Repair Records

• O&M Service Agreements

Status

• Project & Site

• Procurement

• Operational Status

• MRO Inventory

• Training

History

• Source & Build History

• Operating History

• Maint History

• Inspection Records

• Incident Reports

• People Certifications

Reference Data Activity Records

Info

Asset

AIM Goals

AIM Performance

Gaps

AIM Strategy

Gaps

New AIMReality

AIM Peers & Solution Providers

AIM Responsibles& Partners

Needs/Issues

Solutions/Support

Practices/Solutions

AIM Vision, Roadmap & Initiatives

AIM Stakeholders

Commitment/Resources

AIM Council


Technology is Fundamental for AIMAIM Shares Certain Needs With Other Domains

Customer Information Management

Product Information Management


Security Mgmt

AIM Can Leverage Investments Made in Other Areas!

Data Mgmt

Quality Mgmt

Doc Mgmt

Record Mgmt


Technology is Fundamental for AIM But AIM Also Requires Special Capabilities

Customer Information Management

CRM Extensions

CRM-specific Content Mgmt

Traditional Info Mgmt Solutions

Product Information Management

PLM Extensions

PLM-specific Content Mgmt



AIM Extensions

AIM-specific Content Mgmt


Common Solutions•Data Base Mgmt

•Gen’l Content Mgmt•Quality Mgmt•Security Mgmt

Every Domain Has Some Special Needs!

Domain Specific Solutions

•Address specific domain needs

•Needs may overlap domains, but are not

relevant to all domains


AIM Work Environment

AIM Information Management Environment

ARC Model for AIM SolutionsAIM Solutions Support Info Quality and Usability

Federated Information Management EnvironmentData Mgmt Document Mgmt Records Mgmt

Standalone AIM Applications

APM DomainApplications

Collaborative Work EnvironmentPortals, Browsers, etc.

AIM Info Mgmt Extensions

AIM Users

AIM & APM Users

APM Users

AIM Work Environment Exts

AIM Administrators

AIM-specific Content Management Solutions


Federated Info Mgmt Environment SolutionsAIM May Require a Variety of IM Solutions

Issue AIM Requirements

Engineering Content Management

Capability to manage engineering drawings in their native 2D/3D format (i.e. store, access and modify drawings) as well as other engineering information. Includes drawing-centric and data-centric design management solutions. Includes support for federated information management.

GIS Special capability for organizations to manage information with respect to an asset’s geospatial coordinates. Includes support for federated information and the capabilities to manage/access information using relationships like within a region, near another asset, and GIS operators like polygons, buffers, etc.

Manufacturing Intelligence Solutions

General capability for developing global data models for information distributed across various information systems and managing the exchange of such information across applications. While they were developed for manufacturing environments, the same capabilities may be applied for AIM across a variety of general industries.

Historians Special capability for organizations that have to manage time-series and event data, such as periodic readings of an asset’s condition or location or failures. Includes support for federated information and capabilities to recall information on the basis of time periods, significant events, etc.

16


AIM Information Management Extensions

Classify Relate Load Sustain Exchange Secure

Asset

Nam

ing

Std

sM

gm

t

Asset

Meta

Data

Std

sM

gm

t

Asset

Hie

rarch

ies M

gm

t

Asset

Tag

# M

gm

t

AIM

Data

Mo

del

Mg

mt

AIM

Ro

les M

gm

t

Geo

sp

ati

al

Rela

tion

sh

ip M

gm

t

Lin

ear

Rela

tion

sh

ip M

gm

t

Asset

In

fo T

em

pla

teM

gm

t

Do

cu

men

t S

can

nin

g S

ervic

es

Han

do

ver M

gm

t

Qu

ality

Mg

mt

Servic

es

AIM

Ch

an

ge M

gm

t

Co

nfi

gu

rati

on

Mg

mt

AIM

Maste

r D

ata

Mg

mt

AIM

Maste

r D

oc M

gm

t

AIM

In

fo E

xch

an

ge S

tds

Mg

mt

AP

M A

pp

licati

on

Ad

ap

tors

Web

Servic

es

Pu

blish

ing

Servic

es

Backu

p M

an

ag

em

en

t

Secu

rit

y C

lassif

icati

on

Mg

mt

Rig

hts

& P

riv

ileg

es M

gm

t

Secu

rit

yM

gm

t S

ervic

es

AIM Information Management Extensions AIM Requires Additional Info Mgmt Capabilities

AIM Info Mgmt Extensions Augment Content Mgmt Solutions with Special AIM Functionality!

17


AIM Work Environment ExtensionsAIM Users Need Convenient Access and Support

AIM Work Environment Extensions

Access View Analyze Share Support

Ro

le-B

ased

Exp

lorer

Geo

sp

ati

al an

d

Netw

ork N

avig

ati

on

3D

Vie

wers

Map

Vie

wers

An

aly

tics

Tim

e S

erie

s A

naly

sis

Ro

ot

Cau

se A

naly

sis

Co

llab

orati

on

Mo

bil

ity

En

gin

eerin

g A

IM

Ap

ps

O&

MA

IM

Ap

ps

Man

ag

em

en

t A

IM

Ap

ps

AIM Work Environment Extensions Augment Collaborative Platforms with Special AIM Functionality!


AIM Solutions Come in Many FlavorsToday’s AIM Solutions Solve Different Problems

AIM is Integrating

Asset Information

Silos

AIM is about

Operational Information

AIM is Managing

Change over the Asset Lifecycle

Most Users Will Need a Portfolio of Solutions!


The AIM Solution Landscape Solutions Only Address One or Two Quadrants

CollaborativeAIM Portals

for Design &

Build

CollaborativeAIM Portals

for Operate & Maintain

EngineeringInformationManagement

OperationalInformationManagement

AIM for Engineering

Information Usability

Information Quality

AIM for Operations


The AIM Solution LandscapeMany Different Solutions Have a Role in AIM

Best-of-BreedProject Mgmt Portals

Best-of-BreedAPM

Portals

Best-of-Breed

EIM Solutions,PET Apps,

Proj Mgmt Apps

Mfg Intelligence Solutions,APM Apps,Historians

AIM for Engineering

Information Quality

AIM for Operations

O/O

-focused

PLM

Solu

tions

Collaborative Workspaces

Asset-

Inte

nsiv

eERP S

yste

ms

Content Mgmt & GIS Solutions

Information Usability


AIM is Important => Every Organizations Should Assess the Potential Benefits of Better AIM (See ARC AIM Cost Models)

AIM is More Than Technology => Build an AIM Strategy Considering Goals, People, Processes and Technology (See ARC AIM Strategy Development Process)

AIM Solutions Vary Significantly => Understand Your Needs First and Identify the Portfolio of Solutions That Really Satisfy Them (See ARC AIM Technology Models)

Conclusions and Recommendations

Thank You

For more information please contact author at:[email protected]

Date post:	20-May-2015
Category:	Technology
Upload:	arc-advisory-group
View:	2,072 times
Download:	0 times