9.3 Master Data Management

The presentation will show the 21 specific harms to business that arise from ad hoc, weak, and unstructured spare parts (MRO materials) identities. The focus will be on the 6 specific harms to the maintenance. 1. Confusing material searches in WO planning 2. Extra validations used in WO planning 3. Work scheduling delays when planned parts are out of stock but are available under a different number in the warehouse 4. Job schedule interruptions from mis-identified materials 5. Production loss from wrong parts issued to a job (bigger impact than just work schedule impact) 6. Work to return wrong materials to the warehouse from a job The presentation will cover what the identifying elements of an MRO material or item record are. The necessary elements to solve the MRO material identity problem will be discussed. Useful MRO identities are structured based on rationalized noun classes. Applying the taxonomy to an MRO catalogue makes items comparable in a way that was not possible before. This allows for the removal of duplicates, assignment of items to equipment / functional locations and then removal of clutter items. Finally, the beauty of life in the Maintenance Department with a rational effective MRO material catalogue will be revealed!

The successful use of the technologies associated to Building Information Management (BIM) depends on the interest and levels of investment that owners are willing to put into their projects. According to U.S. and Australian studies, the costs of poor information management in construction for each of these countries are nearly 15 billion U.S. $. The largest losses (almost two-thirds) were found among property owners. The implementation of BIM technologies for facility management focuses mostly on the technological aspect and often neglects the change management required to migrate from traditional approaches to asset management processes. BIM leverages the generation and use of digital representations of buildings and infrastructures in design, construction, and operations. The cost, efficiency and communications benefits that accrue from fostering single source of truth integrated data sets throughout infrastructure project lifecycles are forcing engineering firms, construction companies and public policy offices to rethink their processes and actions. The biggest potential opportunity for leveraging BIM processes following design and construction is for Facilities and Assets Management. Potential benefits include higher quality overall results, improved data preservation and transfer between life-cycle actors, effective predictive maintenance and energy efficiency. Leveraging the benefits of BIM technologies is easier said than done. There are few generally recognized best practices and many outstanding questions. How can we better plan the integration of BIM and FM into future projects? How can we integrate BIM into the management of existing infrastructure and real estate inventories? What best practices can we learn from existing global trends? This presentation offers some insights on how to transition towards BIM-enabled facility management. Success on this digitization path requires strong leadership from owners and operators, from project inception to operations phase. It investigates the transfer process of information technologies in place as well as changes in the business culture and organizational structure through case studies. Ultimately, a robust process to seamlessly create and transfer data across a facility lifecycle lays the ground for leveraging advanced Construction 4.0 technologies to further optimize the operations and improve the occupancy conditions for facility users.

When a defect occurs in a physical asset, it’s often not immediately detectable by operators. In fact, in some cases the defects are not visible to the naked eye. However, from the moment a defect occurs until it is found, there is a risk that the defect will grow in severity, and possibly transition into a failure, resulting in reduced or halted production. At a municipal transit company, the Nondestructive Testing (NDT) team uses specialized equipment to inspect the train tracks and identify the location and severity of any defects. Due to the limited hours during which the team can perform their work, the whole subway system can only be tested once per year. Using their data on train tracks and found defects, we investigate efficient ways to use the NDT team’s fixed resources in order to improve the reliability of the train track system.

In a long career implementing and improving SAP SCM business processes in Oil & Gas, Pipelines, Utilities and Transportation companies, the number one consistently observed problem is poorly identified MRO material masters. Material master identity consists of the item descriptions, the manufacturer and manufacturer part number fields and classification data that support material identification. This presentation is meant to raise the profile of the topic and the value lost by not addressing the problem without going into detailed solutions. It is aimed at a general level to all practitioners that make use of maintenance or SCM business processes that use materials.The presentation is software agnostic. These challenges are found in shops running SAP, Oracle, JDE, Maximo or any other business software. It is of value to all businesses that have MRO business processes in their value chain. The concepts presented are original thinking of the presenter and address a business problem that software vendors and business consultancies have given marginal attention to date. Hence, the MaintTrain audience will be introduced to value saving concepts. Topics: • Introduction (discussion applies to asset intensive industry and the MRO materials records used in their supporting business processes) 3 min • Generalized view of the current state and how we arrived here. 7 min • Structured identification taxonomy – standards and why coherence in the structure is important. 10 min • Material master lifecycles are often not considered- beginning, middle, end. 8 min • Conclusions: This is not an insolvable problem or one that necessarily demands another $$$ system implementation. It exists only because it has been invisible. 3 min • Questions? 14 min   Originally presented at MainTrian 2021

This will cover the Theory of Technology Implementation: Technology, Process, and People – Pyramid. Any technology implemented is as only as good as the people who use it in the processes you have. With proper training and clear, consistent processes, technology results can be amazing! Mobile has been floating around Plant Maintenance for around a decade but finally got the political will and funding in 2018. We were able to leverage that we were also setting up our Maximo system with Assets and PMs to make them Mobile and reporting friendly, from the start. Our Requirements gathering included realizing that we needed a disconnected solution because we work in many areas without a signal, like Subway track level and we have emergency exit buildings all over the city with no network connection. We chose Maximo Anywhere on Samsung Tab As. We are using the Train the trainer method now with COVID, to limit contacts outside each section. We have a training video produced by IT for basic functionality, but individual training material still needed to be produced. For training of our people we took the slow and steady wins the race approach, allowing each crew to really get personalized support at the beginning of their Tablet use. I always encourage people to ask questions and speak up. I even started a 10 minute rule: If you can’t figure it out in 10 minutes – call/text me! There was also training to be done with Forepeople and Supervisors: How do I see the results? What to do I do with the results? Management has been very happy with results – a picture is worth 1000 words. The Good: Results The Bad: Connectivity issues The Ugly: Early Negotiations over items that when everyone got to test on the tablet, there was an immediate consensus.

We’re currently rolling out an Asset Integrity Management System (AIMS) across our terminal network, which consists of nine terminals across Canada and the U.S. We’re publishing 27 new standards as part of this initiative that cover a variety of topics such as risk assessment, inspection planning, recordkeeping, data management, and relevant codes, standards, and regulations. This presentation will focus on the training and rollout of this program and will highlight some of the lessons learned. Some of the challenges include providing training to a group that spans a large geographical area, having a wide variety of stakeholders who require different levels of knowledge about the program (operations, project management, document control, contractors, management), and ensuring training is effective and leads to a smooth adoption of the changes that come with the new standards. Some of the topics we’ll cover include using the ADKAR model of change management to evaluate how effective your training will be; awareness of the need to change; desire to support and participate in the change; knowledge of how to change; ability to implement required skills and behaviours; reinforcement to sustain the change; tailoring presentations to specific groups; creating short and long versions of modules—building blocks for presentations; tailoring presentations to each group based on required knowledge; having a one-hour “crash course” presentation to give a quick overview to certain groups (upper management, those not directly impacted by standards); giving several opportunities for questions to ensure any potential issues are identified early (standard review, training, pre-publishing); and some tips on encouraging engagement: examples and exercises (real world), visual aids (flowcharts, photos, graphics over text), handouts (quick reference guide, poster, contact sheet, acronym list), and summaries (standard review sheets, single-page overviews).

In a long career implementing and improving SAP SCM business processes in Oil & Gas, Pipelines, Utilities and Transportation companies, the number one consistently observed problem is poorly identified MRO material masters. Material master identity consists of the item descriptions, the manufacturer and manufacturer part number fields and classification data that support material identification. This presentation is meant to raise the profile of the topic without going into detailed solutions. It is aimed at a general level to all practitioners that make use of maintenance or SCM business processes that use materials. The presentation is software agnostic. These challenges are found in shops running SAP, Oracle, JDE, Maximo…Topics: • Introduction (discussion applies to asset intensive industry and the MRO materials records used in their supporting business processes)  • Generalized view of the current state and how we arrived here. • Structured identification taxonomy – standards and why coherence in the structure is important. • Material master lifecycles are often not considered- beginning, middle, end. • Conclusions: This is not an insolvable problem or one that necessarily demands another $$$ system implementation. It exists only because it has been invisible  Originally Presented at AB Chapter Online Symposium (Part 1 of 7)  05/28/2020  as "The Story of My Journey With MRO Material Master Identities."  Presented MainTrain 2020  09/15/2020

Too often we hear the struggle of not being able to get the information that is required out of the system. It's like the data has disappeared into a big black hole. Maintenance Staff get frustrated in having to feed a system that is difficult to use and time consuming for what is perceived as little or no benefit. This discussion details what a CMMS can do and how best to realize the benefits from using a CMMS. There are a number of critical success factors in managing your CMMS including:• Organization policies and objectives• staff turnover• training• reduced staffing• database review audits• outdated software

The asset hierarchy is often thought of as a way to organize assets so they’re easy to find in the CMMS. While a well-structured asset hierarchy does make work management easier, it’s much more than that. The asset hierarchy, when well conceived and utilized, will ensure the right reliability and costing data can be extracted from the CMMS. This enables more than just micro improvements in reliability involving a single asset; instead, it enables macro views of reliability and cost trends across the entire organization. Setting up an asset hierarchy to support these types of activities requires forethought and planning, but by following some guidelines, any organization can be set up for success. First, the asset hierarchy must have a standard that identifies how all assets will be categorized and described, and the specific data required for each asset class. This is vital, as not all assets warrant the collection of specific data, reducing the burden of the setting of the hierarchy. As assets are categorized, the failure code library can be developed and linked to the specific asset classes. This ensures only relevant failure codes are displayed for the assets, improving the adoption of failure data collection. With the asset hierarchy built and relevant failure data collected, trends can be established across asset classes, similar processes, etc. The trends enable reliability improvements to be implemented across larger swaths of assets, providing rapid improvements in reliability. This presentation will provide guidance in how to develop an effective asset hierarchy based on ISO 14224, how to implement the changes in the CMMS, and finally how to leverage the asset hierarchy to identify macro trends. Without a proper asset hierarchy, any organization will struggle to get meaningful and actionable data from their CMMS to drive reliability.

Previous presentations regarding the City of Toronto’s journey in Enterprise Work Management Solution deployment discussed the requirements gathering process and methodology for ensuring alignment within the service delivery group as well as across the municipality with other project partners. This presentation outlines the project’s current progress on moving from the program layer towards more specific divisional needs and the “readiness tasks,” which are required to ensure the meeting of critical milestones to realize deployment. Strategies focus on leveraging requirements documents for OCM and integration planning, with particular attention to engaging end users.