Asset and Lifecycle Management

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Campbell Robertson, Worldwide Public Sector Solution Leader, IBM ECM August 2014

Asset and Lifecycle Management

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Any built asset will go through a similar lifecycle irrespective of its type.

Assets that are already operational will repeat this cycle for upgrades,

overhauls, de-commissioning or destruction.

Concept Design Tender Build Complete Operate

The asset lifecycle

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What’s different about

engineering?

•  A typical capital project generates hundreds of thousands of documents

•  An operating plant or facility asset has millions of documents

•  Specific types of documents •  Document controllers

•  Extensive use of internal and external collaboration with Vendors, suppliers and contractors

•  Financial impact of

documentation-related mistakes

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Engineering:

Specific requirements

•  Many logical views required on a document •  Receive, manage, review and issue batches

of documents

•  Compare documents without printing •  Reference from a document to piece of

equipment and back

•  Multiple versions of a document may exist in different states

•  Retain audit history of change and approval process

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• Lack of control over and auditability of engineering process

- Control lapses cause commercial penalties and contractual disputes

- Rework reduces profitability

• Higher risk of non-compliance

- Increased risk of lost production and revenue

• Information lost between project lifecycle phases

- Poor “turn over” reduces knowledge and worker productivity

• Increased subcontractor costs

- Insufficient information/frequent changes

- Poor information exchange controls

• High IT costs due to multiple

and custom systems

• Delayed “first revenue”

Why do they care so much?

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Take IBM ECM strengths…

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Put business content to work and realize new value

The right information

•  To the right person

•  At the right time

•  In the right form

Adding value by:

• Identifying the right

content

• Using only what’s

needed

• Preparing it for use

Content

• In many forms

• From many sources

• Understood, described

and secured

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...and add Asset & Plant Lifecycle Management

•  Engineering document categories

•  Engineering document numbering

•  Engineering folder structure

•  Complex document management

•  Integrated view and mark-up

•  Workflows (IBM Case Manager)

•  CAD integrations and

Microsoft Office integration

•  Relationships (tag, equipment, and so on)

•  Connect with Microsoft SharePoint, SAP,

IBM Maximo and more

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Asset management

•  Planning and scheduling activities •  Mobile workforce readiness

•  Service-level management •  ECM, ERP, GIS integration •  Facilities management •  Field service and repair •  Audits and inspections

•  Asset database, spare parts and inventory

Asset optimization

Asset lifecycle

•  Planning, procurement, operations, disposal •  Secure access to current, accurate asset

information

•  Improve asset availability and extend asset life •  Comply with industry and government regulations •  Formal document review and approval processes

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information correspondence Project

Turnover to client Document review and issue Change management

Comprehensive solution for public sector organizations

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TRANSFORM

DELIVER SOURCE

Rock-solid foundation

•  Best-in-class ECM platform

•  Stored IQ, Information Lifecycle

Governance, Daeja Viewer

Critical business layer

•  Industry best practices

•  Best-in-class line-of-business

applications (engineering)

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IBM Asset & Plant Lifecycle

Management Solution

The IBM Asset & Plant Lifecycle Management Solution addresses the specialized document management needs of engineering in oil and gas, utilities, manufacturing and other

regulated industries.

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Key benefits

•  Faster and easier document control •  Access to current information anytime •  Associate documents with equipment •  Alerts and notifications upon changes •  100% audit history of any actions •  Regulatory compliance

•  Fully integrated with CAD, SAP,

IBM Maximo, Microsoft Office and more

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Asset & Plant Lifecycle

Management: ROI

Search and retrieval (in the context of the asset)

•  Average time to find a document reduced from hours to seconds

Change notification

•  Reduced from days to seconds, action recorded and stored

Distribution

•  Costs associated with distribution virtually eliminated

Operational efficiencies

•  IT operation and administration reduced through use of single repository; fewer document controllers needed

Increase of quality

•  Reduction of conception error with CAD integration and enforcement of document numbering

Compliance

•  Activity log significantly reduces risk of audit failure

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IBM ECM Business Partners: Proven solutions in asset optimization

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Apache Corporation: Maintaining integrity of engineering

project documentation

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•  On-demand and secure access to validated documentation

•  Consistent engineering business processes across multiple projects

•  Improved compliance and audit capabilities using the project documentation and business methodology features

•  Minimization of errors and reworking that result in costly project delays •  Engaged IBM Business

Partner McLaren Software to implement the McLaren Enterprise Engineer suite of configurable business

applications to automate the engineering process and ensure the integrity,

production and use of project and asset documentation •  Fully automated monitoring

process encompasses engineering documentation creation, editing and control; promotes information

consistency across

departments and locations. •  Use of manual processes to

search, retrieve, and modify over 50,000 engineering documents from internal and external sources resulted in numerous delays, rework and production downtime for the company

•  Need to maintain tight control and proof of process for

changes made to production platforms as mandated by industry regulatory groups

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Asset and Lifecycle Management