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(1)

Asset management i värmesektorn

Jan Schipper

Diego Klappenbach

(2)

About Diego and Jan

Jan Schipper

Managing Director

UMS Group Europe

Diego Klappenbach

Associate

UMS Region

Scandinavia

(3)

About UMS Group

UMS Group – experts in Strategic Asset Management

-

Specialized in Strategic Asset Management since 1989

-

Focus on Energy sector but active in all asset-intensive areas

-

Offices in USA, Europe, Australia – and now also in

Scandinavia

-

Specialised in Consultancy, Client Solutions, Learning

Consortia and Business Intelligence

-

One of the founding fathers of PAS 55

-

Only Endorsed Assessor in Scandinavia by the Institute of

Asset Management (UK)

(4)

About UMS Group

What can we do for you?

AM Gap

Assessments

Tailor-made

AM Training

programs

Benchmarks

(from AM

perspective)

Decision

support tools

Guidance to

an AM

System

(5)

Challenges everywhere

nya affärskoncept

åldrande

(6)

..or as expressed by a heat company:

”Tidigare upplever vi det som att en anläggning bara har mätts på det

ekonomiska resultat den levererar.

Nu när vi står för större förändringar i <stad> så är det många fler parametrar

som tillför värde men som är lite svårare att mäta:

• Utseende och funktion: förbättrar anläggningen synen på verksamheten,

bidrar den till en bättre stadsmiljö (trafik, buller etc.)

• Hållbarhet: CO2 utsläpp, bränslets ursprung, logistik.

• Kundnöjdhet: Kunderna bryr sig om hur vi tillverkar vår produkt.

Hur man ska mäta och utvärdera en anläggnings prestation utifrån dessa mer

mjuka perspektiv tycker vi är ganska svårt.

(7)

Do you have Market challenges?

How is Asset Management related to this?

Do you have Infrastructure

challenges?

Do you find it easy to balance

different challenges/ needs?

(8)

Asset Management has everything to do with balancing

different challenges/needs!

Förvaltning av tillgångar

(Asset Management)

Koordinerade

åtgärder i en

organisation för

realisering av värde

från tillgångar

(9)

To balance different challenges/needs, first a shift in

mindset is needed

(10)

Creating value = balancing stakeholder expectations

0 0,1 0,2 0,3 0,4 0,5 0,6 0,7 0,8 0,9 1

Quality

Environment

Safety

Legal

Financial

Regulation

Image

(11)

Creating Value from a Stakeholder perspective is the first

key point in Asset Management

(and in balancing different challenges/needs!)

(12)

The Business Value Framework

– connecting

Stakeholder expectations to strategic Risks

(13)

Business Values are derived from your Stakeholder Analysis and integrated in your

central Risk Matrix – a key tool for strategic balancing of challenges/needs

P

ot

e

nt

ia

l

Impa

c

t

(14)

“Line of sight”: showing how your Business Risks are going to be managed by

Asset Strategies and mitigated by a Portfolio of projects/programs

Asset

Strategy

Portfolio

Business

Risks

(or Opportunities)

Line of sight

(15)

Re-investement

programs

Strategic

Topics

Based on

Policy

Innovations

“mandatory”

flexible for

decision making

50% 5% 20% 20%

Improvement

projects

5% 30%.

(16)

Today we have focused on explaining you can balance

different challenges/needs (Portfolio Optimization)

There is much more to tell within the topic Portfolio

Optimization !

And Portfolio Optimization is just one of many areas

within Asset Management !

(17)

AM helps you “tear down silos” and be more proactive

Long-term, proactive

decision-making

No cooperation between

different competencies

Daily cooperation between

different competencies

(18)

So who is Asset Management really for?

For engineers?

(19)

Where are the potentials in your organisation? And how

much are they worth?

DO: our Self Assessment!

GET: insights into your specific

improvements areas

DO

: read Jan’s Business Case

article

GET: an understanding of what

different areas could be “worth”

(20)

About UMS Group

Does this make sense? Does it fit to your challenges?

Visit us at our stand by the buffé!

We would love to hear about

(21)

UMS Group

Contact

Jan Schipper

Managing Director

UMS Group Europe B.V.

Amstel Business Park

Joop Geesinkweg 901-999

P.O. Box 94013

1090 GA Amsterdam

The Netherlands

Mobile: +31-6-3016-6654

Office:

+31-20-561-7033

Fax:

+31-20-561-6666

[email protected]

www.umsgroup.com

Diego Klappenbach

Associate

UMS Group Europe

-Scandinavia

Lindhagensgatan 104B

SE-112 18 Stockholm

Sweden

Mobile: +46-707-253-616

Office:

+31-20-561-7033

Fax:

+31-20-561-6666

[email protected]

www.umsgroup.com

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