01 Strategy & Planning

Metrics, best practices, more than 40 key elements to implement, challenges, and opportunities all combine to make a successful implementation difficult. Where do you start, and how do you know how to work on what matters? Once you understand how it’s all related, you can focus on the vital few to leverage the maximum ROI. This presentation will clarify the importance of culture and employee engagement, along with other key plant floor performance indicators that will be clarified with data. We'll look at the current state of R&M; what’s working and what's not; survival skills for the next decade; impacts of connected technologies (edge computing, big data, machine learning, AI, 3D printing, augmented reality); the importance of getting your data ready for what's coming next; and relationships between R&M and safety, people engagement, quality, throughput/uptime, and cost.

Many maintenance and reliability staff are so busy fixing problems that they never get the chance to prevent them. In a reactive work environment, there is simply no time to spare. Root cause analysis (RCA) gives us an easy-to-implement approach to preventing failures that integrate with our current troubleshooting efforts and drives bottom-line business improvement. We can make our workplaces safer by reducing the number of unexpected failures, which will then result in improving our business performance, increasing our facility’s throughput and reducing the money spent on repairs – straight to the bottom line.

Asset-intensive industries have changed radically because of regulatory and technological changes. This has allowed many new investors to enter existing markets and forced established companies to consider new markets for growth. Simultaneously, new technology has levelled the playing field as high efficiency changes economies of scale and market dynamics. To manage their risks and uncertainties associated with new technology, while still focusing on improving profits, many asset owners look to outsourcing part of the physical asset management responsibility to specialized operations and maintenance companies. The owners gain advantages through the transfer of non-core activities to the supplier to reduce costs or to reduce risk. Whatever the rationale for outsourcing, the owner requires a method to evaluate outsourcing options to determine which is right for it, given its own internal capacity and strategy. The decision process must be capable of selecting the right type of service level based on a number of tangible and intangible strategic criteria. This type of multi-faceted decision necessitates process based on a sound theoretical foundation that can compare different options against the critical criteria of lifecycle costs, revenue influences, quality, health and safety, and other key drivers. In this workshop, we’ll look at a case study model using the analytical hierarchy process (AHP) as a tool capable of evaluating this type of diverse multi-levelled decision. AHP is simple and straightforward, and uses an easy-to-understand hierarchical structure to sort criteria based on their relative importance.  

The structural configuration of an organizational design is the way work is divided and how it achieves co-ordination among its various work activities around the assets’ lifecycles. An organizational design structure resolves two basic tasks to get work done: dividing up the work into logical units, which enables performance management, and ensuring the work gets done by providing the co-ordination and control of work. In this webcast we’ll look at four models and discuss their advantages and disadvantages and present suitable information on typical roles and responsibilities that will be reflective of the selected model. The goal of asset management (AM) is to ensure that an organization’s staff is always working on the right activities at the right time, for the right reason, and for right cost. The AM governance model is intended to ensure there is effective collaboration and co-ordination to make this happen around all business processes. With the right AM governance model, overall AM program development can be expedited and new ways of working can be quickly integrated into the organization’s AM culture. We’ll provide the actual results from a number of case studies to demonstrate the value of designing and implementing the most appropriate AM governance model for your organization.

Since asset management is an organizational system, it is imperative that the organization takes into account the different factors that affect them.  This includes the external context such as social, cultural, economic and physical environments.  Regulatory, financial are other external contexts which needs to be considered.  The internal context includes the organizational culture, environment, and the objectives.

Most organisations have implemented processes and tools to collect data to facilitate informed decision-making. Often, they will seek out best practices and measures to assist in decisionmaking or rely on technology to guide the basis of decisions. However, in many cases these same organisations approach a gap in tactical deployment and the ability to draw a connection to the follow-up or pre-emptive actions required to derive value from assets. This presentation will review the processes for establishing a framework for alignment and priority setting, while looking at the techniques employed for resiliency and risk management using a technology agnostic approach. We will review potential data sources which can be leveraged for decision-making and which reflect the needs and current state of the business environment. Further, we will discuss the relationship and application to the decision-making process. An overview of the fundamental outcome of key performance indicators and visualized metrics will be demonstrated. Finally, we will investigate the influence on decision making and the level of data confidence.

In this workshop, you’ll learn to foster an asset management culture within your organization with a focus on methods to form alignment, engagement, and internal championing. Based on the speaker’s experience and lessons learned in establishing and updating a program for large government organizations with diverse and complex portfolios, he’ll present his approach for the City of Mississauga. He’ll provide an overview on how to keep the program organized with large amounts of data and information, while staying committed to a fundamental view of purpose.

While a host of factors influence profitability, maximizing your plant’s production output potential is arguably one of the facility’s greatest opportunities. An Asset Management, Reliability and Maintenance Strategic Plan can guide continuous improvement that’s aligned with bottom-line performance expectations for managing assets and people. This presentation will provide a framework approach for establishing your strategic asset management & reliability plan and the associated business case. Delegates will gain a fundamental understanding of how to establish a baseline: "know where you are," define where you’re going, who needs to be involved, how to measure the program’s progress and results, and what elements are essential for success.

Asset Management Roadmaps aren’t always perfect. Often they are a work in progress. In this webcast participants will see the journey that EPCOR Water Services Inc. (EWSI) undertook when developing its Asset Management Roadmap/Framework, and learn that even with challenges along the way, the organization overall ended up with a greater understanding and acceptance of asset management.EWSI’s initial framework, developed in 2011, was closely aligned with BSI PAS 55 and later revised to reflect ISO 55000 standards. Participants will learn more about the organization’s first attempt at a typical management system development process that took place over the next 24 month period, and see how this initial approach was unsuccessful.With lessons learned, the organization revised its approach in 2013, looking at asset management related gaps with EWSI operations and used process improvement methodology to develop procedures and tools to resolve those gaps. One of the major gaps identified was lack of asset management plans. The next year, a pilot project focusing on the 10-Steps of asset management (SIMPLE) was completed.Participants will see how this pilot project demonstrated the start-to-finish development of an asset management plan, and the development and field testing of several standards, procedures and tools that would become part of EWSI’s asset management framework. This approach demonstrated the value of asset management, resulting in greater understanding and acceptance of asset management throughout EWSI.

Industrial maintenance has evolved from simple repair when it breaks to amazing predictable strategies. With these come the need of handling more data to enable better decision-making and effective work management. Unfortunately, we tend to forget who would feed this data into our sophisticated CMMS: people. Any EAM system is like a racehorse. It can help us to win the race — only if it’s well-fed, cared for, groomed, and trained properly; all these actions are done by people who need to understand how their functions are vital for the health of the horse and for the ultimate goal of winning the race. In asset management, people are very complicated assets, usually performing complex activities as part of a bigger picture, and CMMS/EAM systems are just the tools humans use to perform as intended; therefore, people should always be a priority. In this presentation, we’ll explore the evolution of CMMS and how human reliability is a key component for the success in the implementation and use of any software solution for EAM.Presented at MainTrain 2018