IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

Operational Excellence improving safety, reliability, and compliance performance while reducing costs through standardization, collaboration and the adoption of better operational practices.

Highlights Best in class capabilities and best practices for improving safety, reliability, and compliance Enterprise scale, complete asset life cycle management, across all asset classes operational and IT Standardization is the basis for measuring, benchmarking and continuously improving performance Collaboration across operations, engineering, maintenance and management enables operational efficiencies

Overview Operational Excellence improving safety, reliability, and compliance performance while reducing costs through standardization, convergence, collaboration and the adoption of better operational practices. IBM Maximo for Oil and Gas is the market leading enterprise platform for enabling operational excellence. When we talk about operational excellence we are talking about how we can continuously improve our level of service at lower costs. This includes both our physical assets and equipment, human capital and how we use the data and information we have available to make better operational decisions. To do this, we need better Operational Intelligence which is a function of data and information quality, delivered across the right timescale. Without quality data, one does not have quality information or Operational Intelligence. Therefore, it is reasonable to conclude that if one wants to achieve Operational Excellence, one needs quality data, transformed into information based on the operating context (operating history, engineering and maintenance experience, market conditions, regulatory context, etc..) and delivering that information at the right time, across the right timescale from real time operational decisions to longer term capital asset acquisition or divestiture decisions. Enabling Operational Excellence and improving our operational intelligence requires deep industry expertise, standards and better practices embedded into the asset management software itself. IBM Maximo for Oil and Gas includes these types of better practices and industry specific capabilities.

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

Integrated Operations Improves Operational Intelligence Consisting of seven key functional areas work, service, contracts, materials, procurement, asset and operations management Maximo Asset Management brings together traditionally separate business functions into an integrated platform.

An integrated platform reduces the number of applications and redundant data stores (reduce costs) while providing a collaborative, cross functional business process capability (improving efficiency). Increased collaboration across functional roles and increased confidence in the underlying data (single source of the truth), Maximo improves an enterprises Operational Intelligence. Operational Standards Improve Operational Intelligence Maximo for Oil and Gas provides industry specific extensions to Maximo Asset Management to meet asset and service management challenges. For example, Maximo for Oil and Gas includes many industry-specific applications supporting better practices, such as (representative): Action Tracking Tracking application for actions resulting from regulatory audits or internal review authorities. Action Tracking provides a vehicle for ensuring the findings and recommendations of internal and external audits are managed and tracked through to closure. Asset Management Capabilities for managing detailed information about assets, including functional locations, hierarchy modeling from enterprise to sub-assemblies, condition monitoring, metering, hazards and precautions, costing, mean time before failure (MTBF), mean time to repair (MTTR), performance benchmarks and complete work order history. Benefits and Losses Capture benefits associated to improvements or losses associated to planned or unplanned shutdowns or near miss losses. Capturing benefits

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

for proposed solutions or losses associated to equipment downtime (planned or unplanned), provides insight into areas for improving availability and safety. Calibration1 Automates calibration processes, leverages traceability, improves compliance and work planning with an integrated approach. With the explosion in instrumented devices, being able to view calibration work along side other work drives efficiency from work planning, scheduling and execution as well as the positive impact it has on equipment reliability. Competency Management Improve competency assurance through capabilities for adding, modifying and updating competencies of the workforce, associate competency requirements to permit and certificate requirements, and identification and validation of competency requirements on job plans and work orders. Condition for Work Aggregates similar jobs across assets, groups of assets, areas or individual locations supporting opportunity maintenance. Identifying work that can be merged into unplanned or planned work, when equipment or systems need to be in a certain operating state improves efficiency, as well as equipment reliability. Contract Management Capabilities for managing many types of contacts associated with maintenance, repair, and overhaul materials and services. Functional areas supported include: purchase contracts, master contracts, warranty contracts, lease and rental contracts, labor rate contracts, payment schedules, term and conditions library, etc Control of Work Plan permits on work orders and job plans. Safety improvements can be achieved by including permit and certificate requirements in work orders and job plans. Pre-establishing these requirements improves efficiency and also addresses some of the aging workforce issues, as well as improves communication and collaboration between operations and maintenance. Defect Elimination Integrated approach to manage and eliminate mechanical defects. A standardized approach for operations and maintenance to record equipment defects, as well as real time systems, tied to services levels, improves the communication between these domains and engineering. Drilling and Completions Capabilities for managing drilling and completion operations work, including planned, unplanned and emergency for wells and downhole equipment. Functional areas supported include: planning, service requests and service items, safety, certificates, labor reporting, qualifications, labor, materials and tools, planning vs. actual costing, drilling logs, etc Failure Mode Effect and Criticality Analysis (FMECA) Investigations based application that supports and documents a failure analysis including failure mode, failure effect and criticality assessment. The foundation to a good reliability program is a standardized practice on capturing FMECAs and linking them to operating policy and

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

associated operating procedures and maintenance activities to monitor and/or prevent the failure mode from occurring in the first place. Failure Reporting - ISO 14224 based standard for Failure Mode Effects Analysis (FMEA) and Failure Reporting and Corrective Action (FRACAS) processes. The foundation to a good reliability program is a standardized better practice around failure reporting and root cause analysis. Extends failure reporting to include failure mechanism, barrier failures and component level failure reporting. GIS Spatial Integration1 Enables spatial visualization and analysis of work and asset objects. Many oil and gas companies use GIS software to provide geospatially enabled applications. Some of these GIS solutions capture asset information that is valuable for an asset management system. IBM Maximo for Oil and Gas enables bi-directional data exchange, providing valuable work and asset information from IBM Maximo to the GIS system and visa-versa. Hazards and Precautions Capabilities for managing hazards and precautions. Corporate and regulatory requirements specify that oil and gas companies classify hazards and hazardous zones across operational assets including drilling rigs, production platforms, pipeline infrastructure, refineries and petrochemical facilities. This best practice allows the enterprise to classify hazards, capture identification methods, hazard sources, references, regulatory relationships, tag out requirements, material safety data sheet references and any special certificate requirement. Managing hazards in an integrated way supports risk management and improved safety principles by provided greater visibility into risk associated to work requirements, in hazardous locations around hazardous assets and equipment. Improvements Managing continuous improvement programs like Six Sigma or similar methodologies. Providing an enterprise standard or better practice for capturing improvements at all levels, across all domains fundamentally becomes your continuous improvement program. Incident Management Integrated approach to work, and safety incident management. Incidents occur across organizations doing work around assets and equipment in challenging and hazardous locations. A better practice for capturing incidents exists an integrated solution with a work and asset management system and processes. Asset custodians get a view or trend of incidents in their area of responsibility, as well as status on corrective and preventative maintenance work. Investigations Supports incident and defect investigation required, e.g., Root Cause Failure Analysis (RCFA) or After Action Review (AAR). Not all incidents and defects are created equal. Therefore, as the enterprise determines its standard for investigating incidents and defects, an integrated investigation application is a better practice because it provides complete traceability into historical incidents, defects, work orders, etc supporting the investigation.

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

Linear Asset Modeling1 Model assets using linear models, e.g., drill strings, wells, and pipelines, improves data capture, exchange and analysis that cannot be achieved using hierarchical models. Many data elements associated to a linear asset, e.g., station and offset, or mile posts, are not relevant for a hierarchical asset. Some of these data elements are also dynamic, e.g., a leak, and need to be managed in different ways, some regulatory in nature. Capturing linear information in free form text fields within a hierarchical model is no longer effective or efficient. Better practices can model a linear asset based on features and attributes associated to a linear asset. Location and Work Details Characteristics such as physical location, engineering reference numbers, drawing IDs, safety zones, safety criticality, permitting requirements, the ability to report production losses against a work order or location, mean time before failure (MTBF), mean time to repair (MTTR), performance benchmarks and rich work order history. IBM Maximo for Oil and Gas workflow enables all fields within the database, therefore these additional details describing a location provides more operational intelligence and therefore enables better operational decision making. Management of Change Full management of change process capabilities, integrated with work management and other applications. If anything in our working environment is constant, it is change itself. Providing transparency and visibility across operations, maintenance and engineering domains of all types of changes, e.g., mechanical, operating procedures, maintenance job plans, improves communications and collaboration, driving more efficient operations. Materials Management Capabilities for managing maintenance, repair, and overhaul inventory. Functional areas supported include: item master, inspections for permit and certificate type requirements, storeroom management, inventory management, lot management, kitting, issues and transfers, condition codes, stocked tools, service items, cycle counting, ABC analysis, inventory costing, etc... Nonconformance Management Safety and reliability depend to a great extent on conformance to policy, engineering standards, regulatory requirements, and specifications and parameters that have been tested, proven safe, and approved. Maximo Oil and Gas provides nonconformance management capabilities designed to automate, manage, and streamline for identifying, evaluating, reviewing, and handling of nonconforming engineering specifications, materials, components, parts, and processes. Open Interoperability Enhanced, open industry standards integration for real time systems, engineering data through MIMOSA based services. Real time system integration from an instrument, data historian or other operational systems can trigger defects, incidents, inspection notification or other work orders into IBM Maximo. Additionally, other systems, including engineering systems, integrated in a bi-directional fashion can enable cross-domain workflows and process orchestration. With the significant increase of instrumented systems, this integration capability will increase in importance as companies embrace operational intelligence.

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

Operating Policy Governance application for structuring your operating policy, operating and maintenance strategies. Your operating policy is linked to your standard operating procedures and maintenance plans. Performance standards, regulatory drivers, predominant failure modes, production targets, etc dictate your operating policy. Operators Policy, integrated with work management, management of change and other asset management applications improves collaboration across operations, maintenance and engineering resources. Operating Procedures Capabilities for documented structured, step by step operating procedures instead of relying on unstructured text files. This approach better integrates operations and maintenance resources. For example, operating procedures can be placed into a maintenance job plan when work from both groups is required to complete work. This approach better supports compliance. Operating Procedures, integrated with work management, management of change and other asset management applications improves collaboration across operations, maintenance and engineering resources. Operators Log Electronic log used by shift operators for recording and qualifying events which occur during an individual's shift watch. The application tracks shift staffing, plant operating parameters, log entries, associated qualifying data, and web/document links on an individual plant unit and/or staff position basis. An Operators Log, integrated with work management, incident management and other asset management applications raises the bar for collaboration across operations, maintenance and engineering domains. Permit and Certificate Types Define permit types and certificates for use on job plans and work orders. A critical part of a safety culture is identifying the hazardous locations within our operating environment and the appropriate procedures for isolation and safety, e.g., permits and certificates. Having this capability integrated with work management planning and scheduling increases effectiveness of work management, as well as improves overall safety compliance. Planning and Scheduling1 In addition to pre-built, bi-directional integration adapters for Microsoft Project and Primavera scheduling tools, Maximo Scheduler provides operations and maintenance the ability to compare the resource load with resource availability to help ensure efficient resource usage and timely completion of operations procedures and activity as well as maintenance based work orders (all directly within the Maximo application). Operations and maintenance can create and manipulate schedules containing operational and maintenance activity, task, and work order combinations, view them in a Gantt chart with corresponding resource requirements, map dependencies, use advanced critical path methods and/or auto scheduling capabilities. Plant, Facility and Equipment Modeling ISO 14224 based engineering and asset specifications, establishes a common, standard approach for reliability and maintenance data capture, exchange and analysis. Standardization of location, asset and equipment referencing and asset classifications across the enterprise provides the foundation for measurement, benchmarking and continuous improvement within an enterprise and across the industry.

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

Purchasing Capabilities for acquiring maintenance, repair and overhaul materials and services. Functional areas supported include: request for quotation, purchase requisitions, purchase orders, receiving, material inspections, invoicing, desktop requisitions, etc Regulatory Compliance Demonstrate efforts to comply with health, safety and environmental statutes. Regulators provide the licensing requirements to safely operate the industrys infrastructure. Requirements apply to assets and equipment in certain locations, having work procedures in place to demonstrate, manage, evaluate and ensure compliance is a better practice. IBM Maximo for Oil and Gas can identify regulatory compliance against assets and locations, and associate job plans and work orders to these regulations to ensure compliance significantly reducing the costs associated to compliance. Risk Analysis Manage and record risk assessments. Standardizing how an enterprise manages risk in challenging operating locations, assets and equipment, across job plans, work orders, and management of change records provides a comprehensive solution for managing risk, improving safety, reliability and compliance. Risk Matrices Model probability and consequences of events supporting risk management processes. Standardizing how risk is modeled within an enterprise provides a common approach across operating locations, assets, equipment and different types of work. This better practice improves how an enterprise manages risk, promotes a safety culture, improves reliability and ensures compliance. Run Log Electronic log for operation and production activities, e.g., activities associated with trips into a well for exploratory drilling, production well workovers and process plant production data. The application tracks operations activities for daily reporting. A Run Log, integrated with work management, incident management and other asset management applications improves collaboration across operations and maintenance resources. Solutions Operational learning repository, associated to lessons learned, or proven solutions having an operational, maintenance or engineering context. The Oil & Gas industrys aging workforce remains a challenging obstacle. This better practice captures the environmental context, history, scenario and experience across operations, maintenance and engineering domains and stores that information in a learning repository. This offers a tremendous opportunity to expose this information in actionable and collaborative ways. Work Management Capabilities for managing multiple types of work, including planned, unplanned and emergency. Representative functional areas supported include: job planning and routes, service requests and service items, safety, labor reporting, qualifications, lock-out / tag-out, labor, materials and tools, planning vs. actual costing, and preventative maintenance.

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IBM Maximo for Oil and Gas

Asset management solutions for the oil and gas industry

Work Prioritization - Matrix based prioritization for optimizing planning and scheduling of maintenance by using operational standard criteria to prioritize critical assets. This better practice enables dynamic scheduling and scheduling optimization, improving overall operational efficiencies.
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Not all customers require the additional capabilities provided by Maximo Calibration, Maximo Linear Assets, Maximo Scheduling, and Maximo Spatial products. Therefore, to provide additional flexibility for our customers, these are priced separately as product add-ons. They are built on the same architecture and therefore overlay easily into your existing environments.

Conclusion IBM Maximo for Oil and Gas helps managers reduce cost, facilitate and automate common processes, and address tough industry challenges, including: Improving asset analysis Facilitating compliance efforts Planning shutdowns Instilling integrity management Reducing manual intervention Responding to complex supply chain demands Aligning roles and responsibilities Facilitating continuous improvement Standardizing and sharing data Improving organizational learning Operational Excellence improving safety, reliability, and compliance performance while reducing costs through standardization, convergence, collaboration and the adoption of better operational practices. IBM Maximo for Oil and Gas is the market leading enterprise platform for enabling operational excellence. For more information To learn more about how IBM Maximo for Oil and Gas can help your organizations journey towards operational excellence, please contact your IBM representative or IBM Business Partner, or visit www.ibm.com.

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