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Maximo




  Product Overview

  Maximo Oil and Gas 7.5




                           © 2009 IBM Corporation
Maximo Oil & Gas




Agenda


 O&G - Product Overview



 Installation and Dependencies



 Description of O&G Main Applications



 Summary of Differences from O&G and HSE



 References




                                           © 2011 IBM Corporation
Maximo Oil & Gas


IBM Maximo for Oil & Gas

 IBM Maximo for Oil & Gas helps manage assets, work and safety process related to
O&G industry.



 IBM Maximo for Oil & Gas provides means for O&G companies to follow best practices to
 help improve the productivity and efficiency of their critical assets.



 Addresses the specialized needs of the oil & gas industry such as – failure codes, asset
 specifications, location details, prioritization matrix, regulatory compliance, and condition for
 work.



 Manages assets with a single approach.



 Manages each asset’s life cycle including acquisition, work management, inventory control,
 purchasing, and preventive maintenance.
                                                                                  © 2011 IBM Corporation
Maximo Oil & Gas


Product Overview - Integrated operations and maintenance process architecture

                                 Enterprise               Capital               Engineering             Geo-Based                Process               Document
                                 Financials               Projects               Systems                 Systems                Control Sys           Management



                                                           Open, Standards Integration / Interoperability Framework


                                             Defect                    Incident               Service               Condition              Preventive
                                          Elimination                Management               Request               Monitoring            Maintenance


 Operations           Change                                    Investigations /         Maintenance              Asset                     MRO                                     Knowledge
                                        Control of Work                                                                                                        Compliance
 Management         Management                                   Improvements            Management             Management               Supply Chain                               Management


                    Management         Hazards/Precautio                                                                                 MRO Contract
 Operator Log                                                    Investigations       Work Prioritization           Locations                                  Regulations         Solution Search
                     Of Change                ns                                                                                         Management


  Operating                                   Risk                Continuous             Condition For                                       MRO            Persons/Competen
                    MOC Request                                                                                      Assets                                                        Bulletin Board
 Procedures                                   Matrix             Improvement                Work                                          Purchasing               cy


                                             Risk                    After Action                                                          Inventory                                  Lessons
Operator Tasks                                                                           Job Planning         Operating Policy                              Non Conformance
                                         Assessments                   Review                                                             Management                                  Learned


                                          Permit / Cert                                                         Linear Asset
Loss Reporting                                                   RCFA/FMECA              Work Orders                                          Invoicing            Asset List         Solutions
                                           Planning                                                             Management


                                                                                                                                            Material                Action
   Run Log                                                                                Scheduler
                                                                                                                                          Inspections              Tracking


 Drilling and                                                                                                                                                   Standard
                                                                                                                                              Invoicing      Actions/Groups
 Completions



                                       Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications


                                                              Integrated Operations and Maintenance Scheduling


                                                          Integrated Operations and Maintenance Reporting / Analytics

                                                                                                                                                                           © 2011 IBM Corporation
Maximo Oil & Gas


Integrated process




                       © 2011 IBM Corporation
Maximo Oil & Gas



IBM Maximo for Oil & Gas Customer Update
   ADCO                                             BP
   Zadco                                            Shell
   Bluewater                                        Placid Refining
   SouthWestern Energy                              Pearl Oil
   Petroci                                          Williams Production
   OMV                                              Flint Hills Resources
   Pasadena Refining                                Technip
   Cornhusker                                       Burren Energy
   NCRA                                             Korea National Oil Co
   Talisman Energy                                  Applied Petroleum Resources
   Centrica Storage                                 Repsol
   Alinta                                           Taqa
   PlusPetrol                                       Williams Midstream
   Sonatrach/Statoil/BP                             FPCC
   Takreer                                          Trilogy Energy
   BG                                               Baker Hughes
   Sunoco                                           Skangass
   Gulf Drilling                                    Petroamazonas
   Pharoanic Petroleum                              Kuwait Oil Company
   Atwood Oceanics                                  ADWEA
   CNRL                                             Mosaic



                                                                                  © 2011 IBM Corporation
                          Note: Partial list of customers
Maximo Oil & Gas




Installation and Dependencies


Installation is carried out on top of Maximo in the same way as any other Add-On

Make sure latest cumulative hot fixes are installed including those for other Industry
Solutions to be installed.

There are no additional hardware requirements for Maximo for Oil and Gas over and
above standard Maximo requirements.

Requires Maximo Asset Management 7.5.0

Environments – fully supported on SQL Server, Oracle, DB2.

Environments – fully supported on WebSphere and WebLogic.

Environments – fully supported on same operating systems as standard Maximo.




                                                                                 © 2011 IBM Corporation
                             Note: Partial list of customers
Maximo Oil & Gas



Investigations / Improvements
                                 Enterprise               Capital               Engineering             Geo-Based                Process               Document
                                 Financials               Projects               Systems                 Systems                Control Sys           Management



                                                           Open, Standards Integration / Interoperability Framework


                                             Defect                    Incident               Service               Condition              Preventive
                                          Elimination                Management               Request               Monitoring            Maintenance


 Operations           Change                                    Investigations /         Maintenance              Asset                     MRO                                     Knowledge
                                        Control of Work                                                                                                        Compliance
 Management         Management                                   Improvements            Management             Management               Supply Chain                               Management


                    Management         Hazards/Precautio                                                                                 MRO Contract
Operator Log                                                     Investigations       Work Prioritization           Locations                                  Regulations         Solution Search
                     Of Change                ns                                                                                         Management


  Operating                                   Risk                Continuous             Condition For                                       MRO            Persons/Competen
                    MOC Request                                                                                      Assets                                                        Bulletin Board
 Procedures                                   Matrix             Improvement                Work                                          Purchasing               cy


                                             Risk                    After Action                                                          Inventory                                  Lessons
Operator Tasks                                                                           Job Planning         Operating Policy                              Non Conformance
                                         Assessments                   Review                                                             Management                                  Learned


                                          Permit / Cert                                                         Linear Asset
Loss Reporting                                                   RCFA/FMECA              Work Orders                                          Invoicing            Asset List         Solutions
                                           Planning                                                             Management


                                                                                                                                            Material                Action
   Run Log                                                                                Scheduler
                                                                                                                                          Inspections              Tracking


 Drilling and                                                                                                                                                   Standard
                                                                                                                                              Invoicing      Actions/Groups
 Completions



                                       Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications


                                                              Integrated Operations and Maintenance Scheduling


                                                          Integrated Operations and Maintenance Reporting / Analytics

                                                                                                                                                                           © 2011 IBM Corporation
Maximo Oil & Gas


Incidents (Oil)

    What is it?
    – An application to record incidents occurring during plant operation and
      maintenance
  Use cases
    – Failure of an isolation valve on a separator vessel causes a loss of
      containment. Standard operating procedures require an Incident to be
      raised and the cause of the containment incident identified
  Business Value
    – Improved process safety management




                                                                        © 2011 IBM Corporation
Maximo Oil & Gas


Incidents (Oil)




                         © 2011 IBM Corporation
Maximo Oil & Gas



Defects (Oil)
       What is it?
        – A defect reporting and tracking application
       Use cases
        – Operator notices a generator cooling system running hot at 40
          degrees higher than design temperature. Is concerned that this
          could impact long term reliability of the generator and raises a
          defect
       Business Value
        – Drives enhanced maintenance and operational performance




                                                                       © 2011 IBM Corporation
Maximo Oil & Gas



Defects (Oil)




                        © 2011 IBM Corporation
Maximo Oil & Gas


Investigations (Oil)

    What is it?
    – Supports investigations of incidents or defects
    – A problem may be the result of one or many incidents
    Use cases
    – Could be initiated from an incident that requires further
      investigation into the cause of the incident
    Business value
    – Improved process safety management
    – A mechanism for initiating the recording of lessons learned by an
      organization




                                                                      © 2011 IBM Corporation
Maximo Oil & Gas


Investigations (Oil)




                          © 2011 IBM Corporation
Maximo Oil & Gas


Cause Analysis and FMECA
  What is it?
  – Extensions to the existing Investigations application to support cause
    analysis and Failure Mode Effect and Criticality Analysis (FMECA)
  Use Cases
  – Conduct a 5 Whys root cause analysis against an investigation
  – Add a FMECA to an investigation
  – Document a cause and effect analysis within Maximo


  Business Value
  – Closely link analysis with follow up action
  – Reduces need for additional specialist applications




                                                                       © 2011 IBM Corporation
Maximo Oil & Gas



Cause Analysis tab




                        © 2011 IBM Corporation
Maximo Oil & Gas




Risk Matrices

        What Is It?
         – Modelling of probability and consequences of events
         – Configurable by severity – Safety, environmental, asset
         – Works integrated with risk assessment application
        Use cases
         – Models a company risk matrix to determine risk ranking
         – A customer wants to drive priority of work based on probability of an event
           occurring and the consequences of the event eg RBI
        Business value
         – Improves the accuracy and consistency of risk assessment by using pre-
           built matrices
         – Leads to improved risk management




                                                                            © 2011 IBM Corporation
Maximo Oil & Gas



Sample Consequence record




                            © 2011 IBM Corporation
Maximo Oil & Gas



Control of Work
                                 Enterprise               Capital               Engineering             Geo-Based                Process               Document
                                 Financials               Projects               Systems                 Systems                Control Sys           Management



                                                           Open, Standards Integration / Interoperability Framework


                                             Defect                    Incident               Service               Condition              Preventive
                                          Elimination                Management               Request               Monitoring            Maintenance


 Operations           Change                                    Investigations /         Maintenance              Asset                     MRO                                     Knowledge
                                        Control of Work                                                                                                        Compliance
 Management         Management                                   Improvements            Management             Management               Supply Chain                               Management


                    Management         Hazards/Precautio                                                                                 MRO Contract
Operator Log                                                     Investigations       Work Prioritization           Locations                                  Regulations         Solution Search
                     Of Change                ns                                                                                         Management


  Operating                                   Risk                Continuous             Condition For                                       MRO            Persons/Competen
                    MOC Request                                                                                      Assets                                                        Bulletin Board
 Procedures                                   Matrix             Improvement                Work                                          Purchasing               cy


                                             Risk                    After Action                                                          Inventory                                  Lessons
Operator Tasks                                                                           Job Planning         Operating Policy                              Non Conformance
                                         Assessments                   Review                                                             Management                                  Learned


                                          Permit / Cert                                                         Linear Asset
Loss Reporting                                                   RCFA/FMECA              Work Orders                                          Invoicing            Asset List         Solutions
                                           Planning                                                             Management


                                                                                                                                            Material                Action
   Run Log                                                                                Scheduler
                                                                                                                                          Inspections              Tracking


 Drilling and                                                                                                                                                   Standard
                                                                                                                                              Invoicing      Actions/Groups
 Completions



                                       Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications


                                                              Integrated Operations and Maintenance Scheduling


                                                          Integrated Operations and Maintenance Reporting / Analytics

                                                                                                                                                                           © 2011 IBM Corporation
Maximo Oil & Gas




Hazards (Oil)

      What is it?
       – Oil and gas version of Hazards that adds new fields to support
         regulations, certifications and classifications
      Use cases
       – Identify the hazards and the precautions associated.
      Business value
       – Improved process safety management




                                                                     © 2011 IBM Corporation
Maximo Oil & Gas



Hazards (Oil)




                        © 2011 IBM Corporation
Maximo Oil & Gas




Risk Assessment

      What is it?
       – Provides the ability to conduct and record risk assessments
      Use cases
       – Job Safety Analysis
       – Assess risk associated with Work Orders, Job Plans, Incidents,
         Investigations, Management of Change
      Business value
       – Improved process safety management
       – Earlier identification of risk




                                                                       © 2011 IBM Corporation
Maximo Oil & Gas


Risk Assessment




                         © 2011 IBM Corporation
Maximo Oil & Gas



Risk Assessment on job plans




                               © 2011 IBM Corporation
Maximo Oil & Gas



Risk Assessment on Job Plan tasks




                                    © 2011 IBM Corporation
Maximo Oil & Gas



Risk Assessment on Work Order Tracking




                                         © 2011 IBM Corporation
Maximo Oil & Gas


Risk Assessment on Work Order tasks




                                      © 2011 IBM Corporation
Maximo Oil & Gas



Risk Assessment on Incidents




                               © 2011 IBM Corporation
Maximo Oil & Gas



Risk Assessment on Investigations




                                    © 2011 IBM Corporation
Maximo Oil & Gas



Risk Assessment on Locations




                               © 2011 IBM Corporation
Maximo Oil & Gas


Prioritization Matrix

  What is it?
   – A matrix based system of work or risk prioritization
  Use cases
   – Customers need to evaluate whether work needs to be carried out within
     say 24 hours, 3 days, or 1 week, based on the type of work to be
     performed, function and asset or location priority criteria
   – Implements the Ranking Index for Maintenance Expenditure (RIME)
     method of work prioritization
  Business Value
   – Ensures that critical assets are given priority maintenance
   – Takes the emotion out of criticality decisions




                                                                    © 2011 IBM Corporation
Maximo Oil & Gas




Sample Prioritization Matrix
                                             Reason for Work
                      RFW6               RFW5                  RFW4                  RFW3
                  Imminent               Safety          Environment             Routine
                   Danger
 Asset/Loc     Matrix    Matrix     Matrix   Matrix     Matrix   Matrix     Matrix      Matrix
               Index     Priority   Index    Priority   Index    Priority   Index       Priority
 Priority
     5           78          5        65          4       58          4       50              3
     4           77          5        59          4       51          3       45              2
     3           76          5        52          3       41          3       38              2
     2           75          5        45          3       39          2       36              1
     1           74          5        40          3       37          2       35              1


                                                                                      © 2011 IBM Corporation
Maximo Oil & Gas



Prioritization Matrix – Reason For Work tab




                                              © 2011 IBM Corporation
Maximo Oil & Gas


Prioritization Matrix – additions to Work Orders




                                                   © 2011 IBM Corporation
Maximo Oil & Gas



Improvements

   What is it?
   – An application to record suggestions for improvements to plant operation
     and maintenance
   – Supports Six Sigma or similar methodologies
   Use cases
   – Could arise from a defect identified by a maintenance technician or
     operator
   – Could be initiated from a Problem that requires improvement action to
     address the cause
   Business value
   – A mechanism to drive continuous improvement



                                                                     © 2011 IBM Corporation
Maximo Oil & Gas


Improvements




                        © 2011 IBM Corporation
Maximo Oil & Gas


Improvements – Plans Tab




                           © 2011 IBM Corporation
Maximo Oil & Gas




Permit and Certificate Types

      What is it?
       – Provides the capability to define permit types and certificates for
         use on job plans, work orders and people applications
      Use cases
       – Permit planning
       – Personal certifications
      Business value
       – Ability to support planning of permits
       – Improved management of competency




                                                                        © 2011 IBM Corporation
Maximo Oil & Gas



Permit and Certificate Types (Oil)




                                     © 2011 IBM Corporation
Maximo Oil & Gas



Job Plans (Oil) Control of Work sub tab




                                          © 2011 IBM Corporation
Maximo Oil & Gas



Job Plans (Oil) Task




                        © 2011 IBM Corporation
Maximo Oil & Gas



Work Order Tracking (Oil)




                            © 2011 IBM Corporation
Maximo Oil & Gas



Operations Management
                                 Enterprise               Capital               Engineering             Geo-Based                Process               Document
                                 Financials               Projects               Systems                 Systems                Control Sys           Management



                                                           Open, Standards Integration / Interoperability Framework


                                             Defect                    Incident               Service               Condition              Preventive
                                          Elimination                Management               Request               Monitoring            Maintenance


 Operations           Change                                    Investigations /         Maintenance              Asset                     MRO                                     Knowledge
                                        Control of Work                                                                                                        Compliance
 Management         Management                                   Improvements            Management             Management               Supply Chain                               Management


                    Management         Hazards/Precautio                                                                                 MRO Contract
Operator Log                                                     Investigations       Work Prioritization           Locations                                  Regulations         Solution Search
                     Of Change                ns                                                                                         Management


  Operating                                   Risk                Continuous             Condition For                                       MRO            Persons/Competen
                    MOC Request                                                                                      Assets                                                        Bulletin Board
 Procedures                                   Matrix             Improvement                Work                                          Purchasing               cy


                                             Risk                    After Action                                                          Inventory                                  Lessons
Operator Tasks                                                                           Job Planning         Operating Policy                              Non Conformance
                                         Assessments                   Review                                                             Management                                  Learned


                                          Permit / Cert                                                         Linear Asset
Loss Reporting                                                   RCFA/FMECA              Work Orders                                          Invoicing            Asset List         Solutions
                                           Planning                                                             Management


                                                                                                                                            Material                Action
   Run Log                                                                                Scheduler
                                                                                                                                          Inspections              Tracking


 Drilling and                                                                                                                                                   Standard
                                                                                                                                              Invoicing      Actions/Groups
 Completions



                                       Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications


                                                              Integrated Operations and Maintenance Scheduling


                                                          Integrated Operations and Maintenance Reporting / Analytics

                                                                                                                                                                           © 2011 IBM Corporation
Maximo Oil & Gas




Operators Log

      What is it?
       – An application used by shift operators to record logs
      Use cases
       – Use to record events associated with a shift
       – Downtime and meter recording
       – Tracks personnel on shift
      Business value
       – Improved coordination between operations and maintenance
       – Enhanced organizational learning




                                                                 © 2011 IBM Corporation
Maximo Oil & Gas



Operators Log - Shift Log tab and Shift Team sub tab




                                                  © 2011 IBM Corporation
Maximo Oil & Gas



Operators Log - Typical log entry




                                    © 2011 IBM Corporation
Maximo Oil & Gas



Operators Log - Production Loss tab




                                      © 2011 IBM Corporation
Maximo Oil & Gas



Operators Log - Create Incident




                                  © 2011 IBM Corporation
Maximo Oil & Gas


Run Log
 What is it?
 – Application to provide a log for activities associated with drilling, production
   wells and process plant production data.
 Use Cases
 – User reports an incident associated with a downhole tool
 – Reporting daily production data for a well
 – Reporting data associated with a production run on process plant
 Business Value
 – Supports integrated operations between drilling, operations and maintenance
 – Leverage existing Maximo infrastructure for wells and downhole equipment




                                                                            © 2011 IBM Corporation
Maximo Oil & Gas


Run Log (Oil)




                        © 2011 IBM Corporation
Maximo Oil & Gas


Operating Policies
  What is it?
   – Application to identify operating and maintenance strategies and link these
     to maintenance actions and operating procedures
  Use Cases
   – Set up a Performance Standard and link to assurance activities
   – Use to highlight a strategy driven by reliability centered maintenance
   – Identify assets maintained using risk based inspection techniques
  Business Value
   – Supports compliance by clearly linking strategy basis to specific
     assets/locations
   – Avoid the need for additional external applications to track maintenance
     strategy




                                                                         © 2011 IBM Corporation
Maximo Oil & Gas


Operating Policy




                         © 2011 IBM Corporation
Maximo Oil & Gas


Operating Policies




                        © 2011 IBM Corporation
Maximo Oil & Gas


Operating Procedures
  What is it?
   – Application to document operating procedures within Maximo and link them
     to operating policy
  Use Cases
   – Assign an operating procedure against a task carried out by operations
   – Add an operating procedure to a Job Plan task


  Business Value
   – Integrated procedures shared by maintenance and operations
   – Improved procedural compliance




                                                                      © 2011 IBM Corporation
Maximo Oil & Gas


Operating Procedures




                       © 2011 IBM Corporation
Maximo Oil & Gas


Operating procedure lines




                            © 2011 IBM Corporation
Maximo Oil & Gas


Operator Tasks
  What is it?
   – An application to support and view operator maintenance tasks
  Use Cases
   – Add operator driven tasks
  Business Value
   – Simplifies operator access to maintenance tasks allocated to operations




                                                                      © 2011 IBM Corporation
Maximo Oil & Gas



Operator Tasks (Oil)




                        © 2011 IBM Corporation
Maximo Oil & Gas


Drilling and Completion
  What is it?
   – Application to support work associated with drilling and completing a well
  Use Cases
   – Use to set up all drilling activities associated with a well
   – Construction and completion activities associated with a well
   – In conjunction with Maximo Scheduler, show a Gantt chart of drilling
     schedule
  Business Value
   – Supports integrated operations between drilling, operations and
     maintenance
   – Use of Maximo existing infrastructure for wells and downhole equipment




                                                                        © 2011 IBM Corporation
Maximo Oil & Gas


Drilling and Completion main tab




                                   © 2011 IBM Corporation
Maximo Oil & Gas




Support for IS014224 (2006)/API 689

      What is it?
       – Updates existing Failure Codes and Asset Specification applications with
         ISO14224/API 689 data
      Use cases
       – Customer already using ISO14224 (1999) wants to start using latest
         ISO14224 (2006) data
       – New customer wants to utilise latest international standard for failure
         reporting
      Business value
       – More consistent failure reporting
       – Improved availability of plant




                                                                              © 2011 IBM Corporation
Maximo Oil & Gas



Organizations (Oil)




                         © 2011 IBM Corporation
Maximo Oil & Gas


Failure Codes
  What is it?
   – Contains the ISO 14224 (API 689) failure classes, problem, cause and
     remedy tables for each equipment type listed in the standard
  Use Cases
   – New oil and gas customer does not have standard failure classes and
     problem, cause, remedy structure. Wishes to use international standards
   – Existing customer not using MAXIMO failure reporting capability and wishing
     to do so.
  Business Value
   – Time take to gather and load failure classes, problems, causes and
     remedies would be significantly greater than cost of solution
   – Without standardized failure data, cannot implement reliability analysis




                                                                        © 2011 IBM Corporation
Maximo Oil & Gas



Sample ISO14224/API689 Failure Codes




                                       © 2011 IBM Corporation
Maximo Oil & Gas


Asset Specifications
  What is it?
  – Contains the ISO 14224 (API 689) Equipment Unit Subdivision and
    Equipment Unit specific data tables for every equipment type listed in the
    standard
  Use cases
  – New Oil and gas customer does not have standard asset specification
    templates for locations or equipment. Wishes to use international standards
  – Existing customer not using MAXIMO asset catalog capability and wishing to
    do so with an industry standard methodology
  Business Value
  – Time take to gather and load asset specifications would be significantly
    greater than cost of solution
  – Standardized asset specifications facilitate comparisons of equipment
    performance




                                                                       © 2011 IBM Corporation
Maximo Oil & Gas



Change Management
                                 Enterprise               Capital               Engineering             Geo-Based                Process               Document
                                 Financials               Projects               Systems                 Systems                Control Sys           Management



                                                           Open, Standards Integration / Interoperability Framework


                                             Defect                    Incident               Service               Condition              Preventive
                                          Elimination                Management               Request               Monitoring            Maintenance


 Operations           Change                                    Investigations /         Maintenance              Asset                     MRO                                     Knowledge
                                        Control of Work                                                                                                        Compliance
 Management         Management                                   Improvements            Management             Management               Supply Chain                               Management


                    Management         Hazards/Precautio                                                                                 MRO Contract
Operator Log                                                     Investigations       Work Prioritization           Locations                                  Regulations         Solution Search
                     Of Change                ns                                                                                         Management


  Operating                                   Risk                Continuous             Condition For                                       MRO            Persons/Competen
                    MOC Request                                                                                      Assets                                                        Bulletin Board
 Procedures                                   Matrix             Improvement                Work                                          Purchasing               cy


                                             Risk                    After Action                                                          Inventory                                  Lessons
Operator Tasks                                                                           Job Planning         Operating Policy                              Non Conformance
                                         Assessments                   Review                                                             Management                                  Learned


                                          Permit / Cert                                                         Linear Asset
Loss Reporting                                                   RCFA/FMECA              Work Orders                                          Invoicing            Asset List         Solutions
                                           Planning                                                             Management


                                                                                                                                            Material                Action
   Run Log                                                                                Scheduler
                                                                                                                                          Inspections              Tracking


 Drilling and                                                                                                                                                   Standard
                                                                                                                                              Invoicing      Actions/Groups
 Completions



                                       Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications


                                                              Integrated Operations and Maintenance Scheduling


                                                          Integrated Operations and Maintenance Reporting / Analytics

                                                                                                                                                                           © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change


    What Is It?
     – An application to support management of changes process cycle, from
       request to closure
    Use cases
     – Management of engineering and plant change requests
     – Management of change associated with deferred work
    Business value
     – Greater process conformity through integration with work management
       process
     – Improves communication between operations and maintenance




                                                                      © 2011 IBM Corporation
Maximo Oil & Gas




Full Cycle MOC

    MOC Details
    Risks and Projects
    Review
    Approve
    Pre-MOC actions
    Authorize
    Post-MOC actions
    Closure



                         © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change Request screenshot




                                          © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change – Main tab




                                  © 2011 IBM Corporation
Maximo Oil & Gas


Management of Change – Risk and Project




                                          © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change – Review and Approval




                                             © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change – Pre Start




                                   © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change - Authorize




                                   © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change – Post-Start




                                    © 2011 IBM Corporation
Maximo Oil & Gas



Management of Change – Closure




                                 © 2011 IBM Corporation
Maximo Oil & Gas



Compliance
                                 Enterprise               Capital               Engineering             Geo-Based                Process               Document
                                 Financials               Projects               Systems                 Systems                Control Sys           Management



                                                           Open, Standards Integration / Interoperability Framework


                                             Defect                    Incident               Service               Condition              Preventive
                                          Elimination                Management               Request               Monitoring            Maintenance


 Operations           Change                                    Investigations /         Maintenance              Asset                     MRO                                     Knowledge
                                        Control of Work                                                                                                        Compliance
 Management         Management                                   Improvements            Management             Management               Supply Chain                               Management


                    Management         Hazards/Precautio                                                                                 MRO Contract
Operator Log                                                     Investigations       Work Prioritization           Locations                                  Regulations         Solution Search
                     Of Change                ns                                                                                         Management


  Operating                                   Risk                Continuous             Condition For                                       MRO            Persons/Competen
                    MOC Request                                                                                      Assets                                                        Bulletin Board
 Procedures                                   Matrix             Improvement                Work                                          Purchasing               cy


                                             Risk                    After Action                                                          Inventory                                  Lessons
Operator Tasks                                                                           Job Planning         Operating Policy                              Non Conformance
                                         Assessments                   Review                                                             Management                                  Learned


                                          Permit / Cert                                                         Linear Asset
Loss Reporting                                                   RCFA/FMECA              Work Orders                                          Invoicing            Asset List         Solutions
                                           Planning                                                             Management


                                                                                                                                            Material                Action
   Run Log                                                                                Scheduler
                                                                                                                                          Inspections              Tracking


 Drilling and                                                                                                                                                   Standard
                                                                                                                                              Invoicing      Actions/Groups
 Completions



                                       Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications


                                                              Integrated Operations and Maintenance Scheduling


                                                          Integrated Operations and Maintenance Reporting / Analytics

                                                                                                                                                                           © 2011 IBM Corporation
Maximo Oil & Gas


Action Tracking

   What is it?


   – A way of following up Actions arising from Investigations or Improvements
   – A means of tracking Actions agreed with regulatory authorities or internal
     review teams
   Use cases
   – A HSE audit is carried out on an offshore oil platform. As a result of this
     audit a number of actions are required to maintain the platforms license to
     operate. These actions must be tracked and reported on within a specified
     time period
   – A Safety Notification is received which requires completion of a survey and
     review of all balanced bellows pressure relief valves by a specified date
   Business Value
   – Drives implementation of business critical actions


                                                                      © 2011 IBM Corporation
Maximo Oil & Gas


Action Tracking




                        © 2011 IBM Corporation
Maximo Oil & Gas




Standard Actions

      What Is It?
       – An application to manage standard actions that can be associated with
         management of change processes and standard checklists
      Use cases
       – Create pre and post MOC type actions that can be listed in the
         Management of Change application
       – Use to create standard checklists that can be associated with work carried
         out in Maximo
      Business value
       – Provides greater process conformity through use of standard actions and
         checklists




                                                                            © 2011 IBM Corporation
Maximo Oil & Gas



Standard Actions




                         © 2011 IBM Corporation
Maximo Oil & Gas


Regulatory Compliance
   What is it?
    – Provides ability to hold details of regulations relevant to work carried out
      in Maximo, and relate these regulations to both work planned in Maximo
      and actual work carried out
   Use cases
    – Provide documented proof that work carried out in Maximo was
      completed based on the required regulation
    – Provides the ability to demonstrate compliance with many statutory
      requirements covering safety, health and environment
   Business Value
    – Identifies compliance with relevant regulations
    – Simplifies work required to demonstrate compliance




                                                                         © 2011 IBM Corporation
Maximo Oil & Gas



Regulatory Compliance main tab




                                 © 2011 IBM Corporation
Maximo Oil & Gas



Regulatory Compliance tab on Locations




                                         © 2011 IBM Corporation
Maximo Oil & Gas



Regulatory Compliance tab on Work Orders




                                           © 2011 IBM Corporation
Maximo Oil & Gas



Regulatory Compliance - ‘Where Used’ tab




                                           © 2011 IBM Corporation
Maximo Oil & Gas


Condition for Work
    What is it?
    – Establish the conditions necessary before work can commence e.g. plant
      shutdown, train shutdown, unit shutdown, isolated, depressurized,….
    Use cases
    – A common element of the work planning process in downstream and
      offshore oil and gas
    Business Value
    – Supports planning of work associated with common plant
    – Facilitates opportunity maintenance




                                                                   © 2011 IBM Corporation
Maximo Oil & Gas



Condition for Work main tab




                              © 2011 IBM Corporation
Maximo Oil & Gas



Condition For Work field on Job Plans




                                        © 2011 IBM Corporation
IBM - Maximo Health, Safety and Environment Manager




Maximo HSE Manager




                                                      © 2009 IBM Corporation
Summary of Differences from Oil and Gas 7.5.0 to HSE Manager 7.5.0



 Drilling and Completion application removed


 Run Log application removed


 ISO14224 Failure Code and Asset Specification loading dialogs removed from Organizations (HSE)
 List Tab


 ISO14224 Taxonomy section removed from Locations (HSE) Operating Context tab


 All references to (Oil) changed to (HSE) on application screens and menus




   September 13,                                                                      © 2009 IBM Corporation
   2012
References


Information center is at:
http://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/topic/com.ibm.hse.doc/welcome.html
  – The Welcome page contains links to the Installation Guide to the Quick Start Guide, and to
    application help.
  – The Reference section of the Information Center contains detailed information on integration error
    messages.



From Maximo on IBM.com:
  – http://www.ibm.com/software/tivoli/products/maximo-health-safety-environment
  – Click Product documentation




    September 13,                                                                            © 2009 IBM Corporation
    2012
Contacts


Marcos Paulo Salvador de Oliveira
Ana Paula Brambila




   September 13,                    © 2009 IBM Corporation
   2012
Dúvidas?




September 13,              © 2009 IBM Corporation
2012

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Oil and Gas 75 Workshop Ana Paula Brambila Sep 2012

  • 1. Maximo Product Overview Maximo Oil and Gas 7.5 © 2009 IBM Corporation
  • 2. Maximo Oil & Gas Agenda O&G - Product Overview Installation and Dependencies Description of O&G Main Applications Summary of Differences from O&G and HSE References © 2011 IBM Corporation
  • 3. Maximo Oil & Gas IBM Maximo for Oil & Gas IBM Maximo for Oil & Gas helps manage assets, work and safety process related to O&G industry. IBM Maximo for Oil & Gas provides means for O&G companies to follow best practices to help improve the productivity and efficiency of their critical assets. Addresses the specialized needs of the oil & gas industry such as – failure codes, asset specifications, location details, prioritization matrix, regulatory compliance, and condition for work. Manages assets with a single approach. Manages each asset’s life cycle including acquisition, work management, inventory control, purchasing, and preventive maintenance. © 2011 IBM Corporation
  • 4. Maximo Oil & Gas Product Overview - Integrated operations and maintenance process architecture Enterprise Capital Engineering Geo-Based Process Document Financials Projects Systems Systems Control Sys Management Open, Standards Integration / Interoperability Framework Defect Incident Service Condition Preventive Elimination Management Request Monitoring Maintenance Operations Change Investigations / Maintenance Asset MRO Knowledge Control of Work Compliance Management Management Improvements Management Management Supply Chain Management Management Hazards/Precautio MRO Contract Operator Log Investigations Work Prioritization Locations Regulations Solution Search Of Change ns Management Operating Risk Continuous Condition For MRO Persons/Competen MOC Request Assets Bulletin Board Procedures Matrix Improvement Work Purchasing cy Risk After Action Inventory Lessons Operator Tasks Job Planning Operating Policy Non Conformance Assessments Review Management Learned Permit / Cert Linear Asset Loss Reporting RCFA/FMECA Work Orders Invoicing Asset List Solutions Planning Management Material Action Run Log Scheduler Inspections Tracking Drilling and Standard Invoicing Actions/Groups Completions Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications Integrated Operations and Maintenance Scheduling Integrated Operations and Maintenance Reporting / Analytics © 2011 IBM Corporation
  • 5. Maximo Oil & Gas Integrated process © 2011 IBM Corporation
  • 6. Maximo Oil & Gas IBM Maximo for Oil & Gas Customer Update ADCO BP Zadco Shell Bluewater Placid Refining SouthWestern Energy Pearl Oil Petroci Williams Production OMV Flint Hills Resources Pasadena Refining Technip Cornhusker Burren Energy NCRA Korea National Oil Co Talisman Energy Applied Petroleum Resources Centrica Storage Repsol Alinta Taqa PlusPetrol Williams Midstream Sonatrach/Statoil/BP FPCC Takreer Trilogy Energy BG Baker Hughes Sunoco Skangass Gulf Drilling Petroamazonas Pharoanic Petroleum Kuwait Oil Company Atwood Oceanics ADWEA CNRL Mosaic © 2011 IBM Corporation Note: Partial list of customers
  • 7. Maximo Oil & Gas Installation and Dependencies Installation is carried out on top of Maximo in the same way as any other Add-On Make sure latest cumulative hot fixes are installed including those for other Industry Solutions to be installed. There are no additional hardware requirements for Maximo for Oil and Gas over and above standard Maximo requirements. Requires Maximo Asset Management 7.5.0 Environments – fully supported on SQL Server, Oracle, DB2. Environments – fully supported on WebSphere and WebLogic. Environments – fully supported on same operating systems as standard Maximo. © 2011 IBM Corporation Note: Partial list of customers
  • 8. Maximo Oil & Gas Investigations / Improvements Enterprise Capital Engineering Geo-Based Process Document Financials Projects Systems Systems Control Sys Management Open, Standards Integration / Interoperability Framework Defect Incident Service Condition Preventive Elimination Management Request Monitoring Maintenance Operations Change Investigations / Maintenance Asset MRO Knowledge Control of Work Compliance Management Management Improvements Management Management Supply Chain Management Management Hazards/Precautio MRO Contract Operator Log Investigations Work Prioritization Locations Regulations Solution Search Of Change ns Management Operating Risk Continuous Condition For MRO Persons/Competen MOC Request Assets Bulletin Board Procedures Matrix Improvement Work Purchasing cy Risk After Action Inventory Lessons Operator Tasks Job Planning Operating Policy Non Conformance Assessments Review Management Learned Permit / Cert Linear Asset Loss Reporting RCFA/FMECA Work Orders Invoicing Asset List Solutions Planning Management Material Action Run Log Scheduler Inspections Tracking Drilling and Standard Invoicing Actions/Groups Completions Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications Integrated Operations and Maintenance Scheduling Integrated Operations and Maintenance Reporting / Analytics © 2011 IBM Corporation
  • 9. Maximo Oil & Gas Incidents (Oil) What is it? – An application to record incidents occurring during plant operation and maintenance Use cases – Failure of an isolation valve on a separator vessel causes a loss of containment. Standard operating procedures require an Incident to be raised and the cause of the containment incident identified Business Value – Improved process safety management © 2011 IBM Corporation
  • 10. Maximo Oil & Gas Incidents (Oil) © 2011 IBM Corporation
  • 11. Maximo Oil & Gas Defects (Oil) What is it? – A defect reporting and tracking application Use cases – Operator notices a generator cooling system running hot at 40 degrees higher than design temperature. Is concerned that this could impact long term reliability of the generator and raises a defect Business Value – Drives enhanced maintenance and operational performance © 2011 IBM Corporation
  • 12. Maximo Oil & Gas Defects (Oil) © 2011 IBM Corporation
  • 13. Maximo Oil & Gas Investigations (Oil) What is it? – Supports investigations of incidents or defects – A problem may be the result of one or many incidents Use cases – Could be initiated from an incident that requires further investigation into the cause of the incident Business value – Improved process safety management – A mechanism for initiating the recording of lessons learned by an organization © 2011 IBM Corporation
  • 14. Maximo Oil & Gas Investigations (Oil) © 2011 IBM Corporation
  • 15. Maximo Oil & Gas Cause Analysis and FMECA What is it? – Extensions to the existing Investigations application to support cause analysis and Failure Mode Effect and Criticality Analysis (FMECA) Use Cases – Conduct a 5 Whys root cause analysis against an investigation – Add a FMECA to an investigation – Document a cause and effect analysis within Maximo Business Value – Closely link analysis with follow up action – Reduces need for additional specialist applications © 2011 IBM Corporation
  • 16. Maximo Oil & Gas Cause Analysis tab © 2011 IBM Corporation
  • 17. Maximo Oil & Gas Risk Matrices What Is It? – Modelling of probability and consequences of events – Configurable by severity – Safety, environmental, asset – Works integrated with risk assessment application Use cases – Models a company risk matrix to determine risk ranking – A customer wants to drive priority of work based on probability of an event occurring and the consequences of the event eg RBI Business value – Improves the accuracy and consistency of risk assessment by using pre- built matrices – Leads to improved risk management © 2011 IBM Corporation
  • 18. Maximo Oil & Gas Sample Consequence record © 2011 IBM Corporation
  • 19. Maximo Oil & Gas Control of Work Enterprise Capital Engineering Geo-Based Process Document Financials Projects Systems Systems Control Sys Management Open, Standards Integration / Interoperability Framework Defect Incident Service Condition Preventive Elimination Management Request Monitoring Maintenance Operations Change Investigations / Maintenance Asset MRO Knowledge Control of Work Compliance Management Management Improvements Management Management Supply Chain Management Management Hazards/Precautio MRO Contract Operator Log Investigations Work Prioritization Locations Regulations Solution Search Of Change ns Management Operating Risk Continuous Condition For MRO Persons/Competen MOC Request Assets Bulletin Board Procedures Matrix Improvement Work Purchasing cy Risk After Action Inventory Lessons Operator Tasks Job Planning Operating Policy Non Conformance Assessments Review Management Learned Permit / Cert Linear Asset Loss Reporting RCFA/FMECA Work Orders Invoicing Asset List Solutions Planning Management Material Action Run Log Scheduler Inspections Tracking Drilling and Standard Invoicing Actions/Groups Completions Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications Integrated Operations and Maintenance Scheduling Integrated Operations and Maintenance Reporting / Analytics © 2011 IBM Corporation
  • 20. Maximo Oil & Gas Hazards (Oil) What is it? – Oil and gas version of Hazards that adds new fields to support regulations, certifications and classifications Use cases – Identify the hazards and the precautions associated. Business value – Improved process safety management © 2011 IBM Corporation
  • 21. Maximo Oil & Gas Hazards (Oil) © 2011 IBM Corporation
  • 22. Maximo Oil & Gas Risk Assessment What is it? – Provides the ability to conduct and record risk assessments Use cases – Job Safety Analysis – Assess risk associated with Work Orders, Job Plans, Incidents, Investigations, Management of Change Business value – Improved process safety management – Earlier identification of risk © 2011 IBM Corporation
  • 23. Maximo Oil & Gas Risk Assessment © 2011 IBM Corporation
  • 24. Maximo Oil & Gas Risk Assessment on job plans © 2011 IBM Corporation
  • 25. Maximo Oil & Gas Risk Assessment on Job Plan tasks © 2011 IBM Corporation
  • 26. Maximo Oil & Gas Risk Assessment on Work Order Tracking © 2011 IBM Corporation
  • 27. Maximo Oil & Gas Risk Assessment on Work Order tasks © 2011 IBM Corporation
  • 28. Maximo Oil & Gas Risk Assessment on Incidents © 2011 IBM Corporation
  • 29. Maximo Oil & Gas Risk Assessment on Investigations © 2011 IBM Corporation
  • 30. Maximo Oil & Gas Risk Assessment on Locations © 2011 IBM Corporation
  • 31. Maximo Oil & Gas Prioritization Matrix What is it? – A matrix based system of work or risk prioritization Use cases – Customers need to evaluate whether work needs to be carried out within say 24 hours, 3 days, or 1 week, based on the type of work to be performed, function and asset or location priority criteria – Implements the Ranking Index for Maintenance Expenditure (RIME) method of work prioritization Business Value – Ensures that critical assets are given priority maintenance – Takes the emotion out of criticality decisions © 2011 IBM Corporation
  • 32. Maximo Oil & Gas Sample Prioritization Matrix Reason for Work RFW6 RFW5 RFW4 RFW3 Imminent Safety Environment Routine Danger Asset/Loc Matrix Matrix Matrix Matrix Matrix Matrix Matrix Matrix Index Priority Index Priority Index Priority Index Priority Priority 5 78 5 65 4 58 4 50 3 4 77 5 59 4 51 3 45 2 3 76 5 52 3 41 3 38 2 2 75 5 45 3 39 2 36 1 1 74 5 40 3 37 2 35 1 © 2011 IBM Corporation
  • 33. Maximo Oil & Gas Prioritization Matrix – Reason For Work tab © 2011 IBM Corporation
  • 34. Maximo Oil & Gas Prioritization Matrix – additions to Work Orders © 2011 IBM Corporation
  • 35. Maximo Oil & Gas Improvements What is it? – An application to record suggestions for improvements to plant operation and maintenance – Supports Six Sigma or similar methodologies Use cases – Could arise from a defect identified by a maintenance technician or operator – Could be initiated from a Problem that requires improvement action to address the cause Business value – A mechanism to drive continuous improvement © 2011 IBM Corporation
  • 36. Maximo Oil & Gas Improvements © 2011 IBM Corporation
  • 37. Maximo Oil & Gas Improvements – Plans Tab © 2011 IBM Corporation
  • 38. Maximo Oil & Gas Permit and Certificate Types What is it? – Provides the capability to define permit types and certificates for use on job plans, work orders and people applications Use cases – Permit planning – Personal certifications Business value – Ability to support planning of permits – Improved management of competency © 2011 IBM Corporation
  • 39. Maximo Oil & Gas Permit and Certificate Types (Oil) © 2011 IBM Corporation
  • 40. Maximo Oil & Gas Job Plans (Oil) Control of Work sub tab © 2011 IBM Corporation
  • 41. Maximo Oil & Gas Job Plans (Oil) Task © 2011 IBM Corporation
  • 42. Maximo Oil & Gas Work Order Tracking (Oil) © 2011 IBM Corporation
  • 43. Maximo Oil & Gas Operations Management Enterprise Capital Engineering Geo-Based Process Document Financials Projects Systems Systems Control Sys Management Open, Standards Integration / Interoperability Framework Defect Incident Service Condition Preventive Elimination Management Request Monitoring Maintenance Operations Change Investigations / Maintenance Asset MRO Knowledge Control of Work Compliance Management Management Improvements Management Management Supply Chain Management Management Hazards/Precautio MRO Contract Operator Log Investigations Work Prioritization Locations Regulations Solution Search Of Change ns Management Operating Risk Continuous Condition For MRO Persons/Competen MOC Request Assets Bulletin Board Procedures Matrix Improvement Work Purchasing cy Risk After Action Inventory Lessons Operator Tasks Job Planning Operating Policy Non Conformance Assessments Review Management Learned Permit / Cert Linear Asset Loss Reporting RCFA/FMECA Work Orders Invoicing Asset List Solutions Planning Management Material Action Run Log Scheduler Inspections Tracking Drilling and Standard Invoicing Actions/Groups Completions Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications Integrated Operations and Maintenance Scheduling Integrated Operations and Maintenance Reporting / Analytics © 2011 IBM Corporation
  • 44. Maximo Oil & Gas Operators Log What is it? – An application used by shift operators to record logs Use cases – Use to record events associated with a shift – Downtime and meter recording – Tracks personnel on shift Business value – Improved coordination between operations and maintenance – Enhanced organizational learning © 2011 IBM Corporation
  • 45. Maximo Oil & Gas Operators Log - Shift Log tab and Shift Team sub tab © 2011 IBM Corporation
  • 46. Maximo Oil & Gas Operators Log - Typical log entry © 2011 IBM Corporation
  • 47. Maximo Oil & Gas Operators Log - Production Loss tab © 2011 IBM Corporation
  • 48. Maximo Oil & Gas Operators Log - Create Incident © 2011 IBM Corporation
  • 49. Maximo Oil & Gas Run Log What is it? – Application to provide a log for activities associated with drilling, production wells and process plant production data. Use Cases – User reports an incident associated with a downhole tool – Reporting daily production data for a well – Reporting data associated with a production run on process plant Business Value – Supports integrated operations between drilling, operations and maintenance – Leverage existing Maximo infrastructure for wells and downhole equipment © 2011 IBM Corporation
  • 50. Maximo Oil & Gas Run Log (Oil) © 2011 IBM Corporation
  • 51. Maximo Oil & Gas Operating Policies What is it? – Application to identify operating and maintenance strategies and link these to maintenance actions and operating procedures Use Cases – Set up a Performance Standard and link to assurance activities – Use to highlight a strategy driven by reliability centered maintenance – Identify assets maintained using risk based inspection techniques Business Value – Supports compliance by clearly linking strategy basis to specific assets/locations – Avoid the need for additional external applications to track maintenance strategy © 2011 IBM Corporation
  • 52. Maximo Oil & Gas Operating Policy © 2011 IBM Corporation
  • 53. Maximo Oil & Gas Operating Policies © 2011 IBM Corporation
  • 54. Maximo Oil & Gas Operating Procedures What is it? – Application to document operating procedures within Maximo and link them to operating policy Use Cases – Assign an operating procedure against a task carried out by operations – Add an operating procedure to a Job Plan task Business Value – Integrated procedures shared by maintenance and operations – Improved procedural compliance © 2011 IBM Corporation
  • 55. Maximo Oil & Gas Operating Procedures © 2011 IBM Corporation
  • 56. Maximo Oil & Gas Operating procedure lines © 2011 IBM Corporation
  • 57. Maximo Oil & Gas Operator Tasks What is it? – An application to support and view operator maintenance tasks Use Cases – Add operator driven tasks Business Value – Simplifies operator access to maintenance tasks allocated to operations © 2011 IBM Corporation
  • 58. Maximo Oil & Gas Operator Tasks (Oil) © 2011 IBM Corporation
  • 59. Maximo Oil & Gas Drilling and Completion What is it? – Application to support work associated with drilling and completing a well Use Cases – Use to set up all drilling activities associated with a well – Construction and completion activities associated with a well – In conjunction with Maximo Scheduler, show a Gantt chart of drilling schedule Business Value – Supports integrated operations between drilling, operations and maintenance – Use of Maximo existing infrastructure for wells and downhole equipment © 2011 IBM Corporation
  • 60. Maximo Oil & Gas Drilling and Completion main tab © 2011 IBM Corporation
  • 61. Maximo Oil & Gas Support for IS014224 (2006)/API 689 What is it? – Updates existing Failure Codes and Asset Specification applications with ISO14224/API 689 data Use cases – Customer already using ISO14224 (1999) wants to start using latest ISO14224 (2006) data – New customer wants to utilise latest international standard for failure reporting Business value – More consistent failure reporting – Improved availability of plant © 2011 IBM Corporation
  • 62. Maximo Oil & Gas Organizations (Oil) © 2011 IBM Corporation
  • 63. Maximo Oil & Gas Failure Codes What is it? – Contains the ISO 14224 (API 689) failure classes, problem, cause and remedy tables for each equipment type listed in the standard Use Cases – New oil and gas customer does not have standard failure classes and problem, cause, remedy structure. Wishes to use international standards – Existing customer not using MAXIMO failure reporting capability and wishing to do so. Business Value – Time take to gather and load failure classes, problems, causes and remedies would be significantly greater than cost of solution – Without standardized failure data, cannot implement reliability analysis © 2011 IBM Corporation
  • 64. Maximo Oil & Gas Sample ISO14224/API689 Failure Codes © 2011 IBM Corporation
  • 65. Maximo Oil & Gas Asset Specifications What is it? – Contains the ISO 14224 (API 689) Equipment Unit Subdivision and Equipment Unit specific data tables for every equipment type listed in the standard Use cases – New Oil and gas customer does not have standard asset specification templates for locations or equipment. Wishes to use international standards – Existing customer not using MAXIMO asset catalog capability and wishing to do so with an industry standard methodology Business Value – Time take to gather and load asset specifications would be significantly greater than cost of solution – Standardized asset specifications facilitate comparisons of equipment performance © 2011 IBM Corporation
  • 66. Maximo Oil & Gas Change Management Enterprise Capital Engineering Geo-Based Process Document Financials Projects Systems Systems Control Sys Management Open, Standards Integration / Interoperability Framework Defect Incident Service Condition Preventive Elimination Management Request Monitoring Maintenance Operations Change Investigations / Maintenance Asset MRO Knowledge Control of Work Compliance Management Management Improvements Management Management Supply Chain Management Management Hazards/Precautio MRO Contract Operator Log Investigations Work Prioritization Locations Regulations Solution Search Of Change ns Management Operating Risk Continuous Condition For MRO Persons/Competen MOC Request Assets Bulletin Board Procedures Matrix Improvement Work Purchasing cy Risk After Action Inventory Lessons Operator Tasks Job Planning Operating Policy Non Conformance Assessments Review Management Learned Permit / Cert Linear Asset Loss Reporting RCFA/FMECA Work Orders Invoicing Asset List Solutions Planning Management Material Action Run Log Scheduler Inspections Tracking Drilling and Standard Invoicing Actions/Groups Completions Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications Integrated Operations and Maintenance Scheduling Integrated Operations and Maintenance Reporting / Analytics © 2011 IBM Corporation
  • 67. Maximo Oil & Gas Management of Change What Is It? – An application to support management of changes process cycle, from request to closure Use cases – Management of engineering and plant change requests – Management of change associated with deferred work Business value – Greater process conformity through integration with work management process – Improves communication between operations and maintenance © 2011 IBM Corporation
  • 68. Maximo Oil & Gas Full Cycle MOC MOC Details Risks and Projects Review Approve Pre-MOC actions Authorize Post-MOC actions Closure © 2011 IBM Corporation
  • 69. Maximo Oil & Gas Management of Change Request screenshot © 2011 IBM Corporation
  • 70. Maximo Oil & Gas Management of Change – Main tab © 2011 IBM Corporation
  • 71. Maximo Oil & Gas Management of Change – Risk and Project © 2011 IBM Corporation
  • 72. Maximo Oil & Gas Management of Change – Review and Approval © 2011 IBM Corporation
  • 73. Maximo Oil & Gas Management of Change – Pre Start © 2011 IBM Corporation
  • 74. Maximo Oil & Gas Management of Change - Authorize © 2011 IBM Corporation
  • 75. Maximo Oil & Gas Management of Change – Post-Start © 2011 IBM Corporation
  • 76. Maximo Oil & Gas Management of Change – Closure © 2011 IBM Corporation
  • 77. Maximo Oil & Gas Compliance Enterprise Capital Engineering Geo-Based Process Document Financials Projects Systems Systems Control Sys Management Open, Standards Integration / Interoperability Framework Defect Incident Service Condition Preventive Elimination Management Request Monitoring Maintenance Operations Change Investigations / Maintenance Asset MRO Knowledge Control of Work Compliance Management Management Improvements Management Management Supply Chain Management Management Hazards/Precautio MRO Contract Operator Log Investigations Work Prioritization Locations Regulations Solution Search Of Change ns Management Operating Risk Continuous Condition For MRO Persons/Competen MOC Request Assets Bulletin Board Procedures Matrix Improvement Work Purchasing cy Risk After Action Inventory Lessons Operator Tasks Job Planning Operating Policy Non Conformance Assessments Review Management Learned Permit / Cert Linear Asset Loss Reporting RCFA/FMECA Work Orders Invoicing Asset List Solutions Planning Management Material Action Run Log Scheduler Inspections Tracking Drilling and Standard Invoicing Actions/Groups Completions Integrated Operations and Maintenance Spatial / Mobile / Remote Offline Applications Integrated Operations and Maintenance Scheduling Integrated Operations and Maintenance Reporting / Analytics © 2011 IBM Corporation
  • 78. Maximo Oil & Gas Action Tracking What is it? – A way of following up Actions arising from Investigations or Improvements – A means of tracking Actions agreed with regulatory authorities or internal review teams Use cases – A HSE audit is carried out on an offshore oil platform. As a result of this audit a number of actions are required to maintain the platforms license to operate. These actions must be tracked and reported on within a specified time period – A Safety Notification is received which requires completion of a survey and review of all balanced bellows pressure relief valves by a specified date Business Value – Drives implementation of business critical actions © 2011 IBM Corporation
  • 79. Maximo Oil & Gas Action Tracking © 2011 IBM Corporation
  • 80. Maximo Oil & Gas Standard Actions What Is It? – An application to manage standard actions that can be associated with management of change processes and standard checklists Use cases – Create pre and post MOC type actions that can be listed in the Management of Change application – Use to create standard checklists that can be associated with work carried out in Maximo Business value – Provides greater process conformity through use of standard actions and checklists © 2011 IBM Corporation
  • 81. Maximo Oil & Gas Standard Actions © 2011 IBM Corporation
  • 82. Maximo Oil & Gas Regulatory Compliance What is it? – Provides ability to hold details of regulations relevant to work carried out in Maximo, and relate these regulations to both work planned in Maximo and actual work carried out Use cases – Provide documented proof that work carried out in Maximo was completed based on the required regulation – Provides the ability to demonstrate compliance with many statutory requirements covering safety, health and environment Business Value – Identifies compliance with relevant regulations – Simplifies work required to demonstrate compliance © 2011 IBM Corporation
  • 83. Maximo Oil & Gas Regulatory Compliance main tab © 2011 IBM Corporation
  • 84. Maximo Oil & Gas Regulatory Compliance tab on Locations © 2011 IBM Corporation
  • 85. Maximo Oil & Gas Regulatory Compliance tab on Work Orders © 2011 IBM Corporation
  • 86. Maximo Oil & Gas Regulatory Compliance - ‘Where Used’ tab © 2011 IBM Corporation
  • 87. Maximo Oil & Gas Condition for Work What is it? – Establish the conditions necessary before work can commence e.g. plant shutdown, train shutdown, unit shutdown, isolated, depressurized,…. Use cases – A common element of the work planning process in downstream and offshore oil and gas Business Value – Supports planning of work associated with common plant – Facilitates opportunity maintenance © 2011 IBM Corporation
  • 88. Maximo Oil & Gas Condition for Work main tab © 2011 IBM Corporation
  • 89. Maximo Oil & Gas Condition For Work field on Job Plans © 2011 IBM Corporation
  • 90. IBM - Maximo Health, Safety and Environment Manager Maximo HSE Manager © 2009 IBM Corporation
  • 91. Summary of Differences from Oil and Gas 7.5.0 to HSE Manager 7.5.0 Drilling and Completion application removed Run Log application removed ISO14224 Failure Code and Asset Specification loading dialogs removed from Organizations (HSE) List Tab ISO14224 Taxonomy section removed from Locations (HSE) Operating Context tab All references to (Oil) changed to (HSE) on application screens and menus September 13, © 2009 IBM Corporation 2012
  • 92. References Information center is at: http://publib.boulder.ibm.com/infocenter/tivihelp/v49r1/topic/com.ibm.hse.doc/welcome.html – The Welcome page contains links to the Installation Guide to the Quick Start Guide, and to application help. – The Reference section of the Information Center contains detailed information on integration error messages. From Maximo on IBM.com: – http://www.ibm.com/software/tivoli/products/maximo-health-safety-environment – Click Product documentation September 13, © 2009 IBM Corporation 2012
  • 93. Contacts Marcos Paulo Salvador de Oliveira Ana Paula Brambila September 13, © 2009 IBM Corporation 2012
  • 94. Dúvidas? September 13, © 2009 IBM Corporation 2012