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Implementing enterprise asset management solutions

Mark G. Damm, CMC
KnowledgeTech Solutions Inc. 400 - 601 West Broadway
Vancouver, British Columbia Canada V5Z 4C2
Office: (604) 675-6973
Mobile: (604) 218-0304
E-Mail: MDAMM@KnowledgeTechSolutions.com

David E. Mulder
PREPA AIRe Program Manager
Intergraph Utilities


Introduction
A typical utility company has hundreds of thousands of assets including vehicles, pumps and facilities. The investment in these physical plants easily exceeds a billion dollars for a private or public utility. Difficult to quantify but just as valuable is the investment in the people and the supporting technology to build, maintain and operate these assets effectively and efficiently. Companies with this large physical plant are being challenged with the implementation of information technology to maximize the returns on their physical plant investments. To meet this implementation challenge, an Enterprise Asset Management Solution is required.

Business Drivers for an Enterprise Asset Management Solution
From a business perspective, companies especially in the utility sector are being challenged to do more with less. For example, in the electric utility market deregulation is forcing companies to ensure that assets are being operated in the most efficient manner to keep rates down. Fundamentally, three main business drivers exist. They are:
  • Maximize the return on capital invested,
  • Manage the overall asset life cycle cost, and
  • Maintain a shareable asset knowledge base.
Maximize the return on capital invested
Both the private and public sectors need to eliminate premature asset replacement and the obsolescence of their asset investments. For example, the cost of replacing a new pump in a pipeline is more expensive in the long term than performing the required maintenance.

Manage the overall asset life cycle cost
As companies look to do more with less, they need to look at the overall impact of adding new assets to their systems. To accomplish this, they must understand the full life cycle cost of an asset. The life cycle costs of an asset can be divided into four stages:
  1. Asset planning: the costs associated with planning for the construction and on-going improvement to the assets;
  2. Asset installation/improvement and replacement: the costs associated with extending the life of an asset including the initial installation;
  3. Asset maintenance: the costs associated with maintaining the assets to ensure it fulfills its anticipated useful life; and
  4. Asset operations: the costs associated with operating the asset, which usually forces asset maintenance.
Through understanding the overall life cycle cost of an asset, organizations are looking at longterm asset management. Long-term asset management incorporates both preventive and predictive maintenance.

Maintain shareable asset knowledge base
Factors such as the aging work force and the volume of assets being managed are causing challenges with maintaining a reusable asset knowledge base. For example, organizations want to know the problems associated with assets and equipment: who are the best vendors and what are the best work practices? The answers to these questions must be available anywhere, anytime.

Technology Drivers for an Enterprise Asset Management Solution
From a technology perspective, nothing remains the same over a three-year window. Technology is becoming increasingly complex while also becoming more standardized. For example, hardware has become a commodity. Software is moving in the same direction.

Some of the key technology drivers include:
  • Technology obsolescence. Old standalone legacy systems are not supporting the business needs of the organization. New technologies are available that not only automate processes but also provide competitive advantage.
  • Technology complexity. No longer will a PC with a database suffice to support asset tracking. The networks, operating systems, databases, middleware software and application software are all separately becoming more robust. With robustness comes complexity. A single software developer can no longer be an expert in all technologies.
  • Technology convergence. Soon you will be able to manage your assets on your home TV. Digital media is changing the way people and companies access their information.
  • Internet and E-Business. Business relations continue to change. The Internet and the underlying technology are fostering new types of business relationships.
Summary
Asset life cycle management is not static. New methods and techniques are constantly being tried and implemented around the world. The challenge is to share these methods and techniques to allow others to learn and adapt.

Enterprise asset management solutions
An Enterprise Asset Management Solution is not just hardware and software but also the information and knowledge encapsulated in the technology. It needs to incorporate the management practices and principles to make effective use of the software and related information. An EAM Solution should incorporate three main components:
  • An Asset Management Framework
  • Asset Management Processes
  • Integrated Information Technology
Asset Management Framework
The asset management framework provides the foundation for making the information tracked about assets and work come alive. The asset management framework defines what needs to be tracked with respect to the assets and work. For example, what materials are the most effective for extending the life of assets, what is the overall life cycle cost of the asset? Key within the asset management framework is to understand the timeline, which makes the information in the system become knowledge. For example, work programs can be compared over a one to five year time horizon. However, asset management programs take longer to compare say, five to twenty-five years.

For organizations to make effective use of the information inherent in an Enterprise Asset Management system, a continuous improvement approach is recommended. This approach incorporates the following items:
  • Performance Management. This defines where the organization is today with respect to asset/work management and where they envision going. Key performance indicators are the primary measurement means.
  • Benchmarking and Best Practices. Looking externally, an organization can compare against similar organizations to find new ways of managing assets and performing work. This could include new processes or different policies.
  • Process & Methods Experimentation. With performance goals identified and benchmark/best practices reviewed, the organization can experiment with alternative processes and methods. The EAM system will provide the information to compare results.
Asset Management Processes
Asset management is primarily about managing the life cycle of assets. This includes everything from identifying and planning for new assets, to acquiring or building assets through to the operations and maintenance of the assets.

In implementing an Enterprise Asset Management Solution, an organization needs to incorporate the use of EAM information into its management processes and feedback loops. For example, the collection of asset performance statistics should be a by-product of the daily information tracking. Additionally, the operating statistics should be used to make purchasing decisions. Management and staff should be taught how to make better decisions using this large repository of information. The collection of the information for decision-making can be defined by process area. The process areas include:
  • Asset Management. This process area can be separated by asset group, however, the information requirements and decisions are similar. Typical information used for decision-making includes asset condition, life cycle cost and performance statistics. Decisions related to the process will result in more effective asset management practices resulting in improved return on capital invested.
  • Work Management. This process area is focused more on the day-to-day work required to build, replace, improve, maintain and operate the assets. Typical information used for decision-making includes labor performance, material availability, equipment performance, work duration, activity descriptions and work estimates. Teaching those accountable for the asset overall how to use this information will result in better asset management practices. (This sentence is unclear.)
  • Materials and Service Management. This process area is focused on managing the requirements and fulfillment for materials and services. Typical information used for decision-making includes vendor performance information, material usage, inventory turns, and service quality.
  • Financial Management. This process area is focused on the money movement within the organization. Typical information used for decision-making includes financial statements and cash flow forecasts.
Functional Characteristics
To support the asst management business processes, an enterprise asset management solution needs to provide functionality to support following business activities:
  • Long term asset capital planning: additions, improvements and decommissioning;
  • Multi-year work program planning: preservation and operations;
  • Activity based costing;
  • Asset inventory tracking: characteristics, operating statistics and condition;
  • Work and project management;
  • Materials and services management.
With the proliferation of technology in the work place, workers expect to have access to this information anywhere, anytime. This includes access at the job site, in the office, in the truck or at home.

Not only must this information be accessible everywhere, but the information users also want to view the information in many different ways. Field workers don't want a list of the assets under the ground; they want maps and drawings showing where these assets are. Management doesn't want to see all of the detailed work orders and individual activities; they want to see aggregated information depicted in graphs that highlight the trends.

In summary, an enterprise asset management solution must collect and provide access to its repository of information in a multitude of different fashions to satisfy the various users. The various users include field workers, work planners and schedules, engineers, operations and dispatch staff, management and executives. The different access methods include graphic, tabular and spatial displays.

Integrated Information Technology
Information technology is a central tool required to facilitate effective asset management. Technology advances continue to provide new ways of tracking assets and the associated work. Historically, information technology software has been based on proprietary technologies. Separate applications exist to support specific business needs. For example, project management software supports asset construction, programmable logic controllers on pumps support asset operations and maintenance management software supports asset maintenance.

As technology becomes more of a commodity, separate application software for each business need does not make sense. The move in the technology market is towards integrated software applications. This move towards integrated systems is already apparent in the Enterprise Resource Planning (ERP) market. Vendors such as SAP, Peoplesoft, Oracle and JD Edwards provide fully integrated software for the core back office functions like accounting, purchasing, accounts payable and accounts receivable.

The Enterprise Asset Management (EAM) vendors are moving in the same direction. For example, SAP, Maximo and Indus provide software that can be fully integrated to the ERP. According to the Aberdeen Group, the EAM and the ERP vendors are moving to component technologies which will allow companies to package up the best software modules from each vendor to meet the overall needs for asset management functionality.

Technology Directions
Overall a number of technology advances are facilitating the move to fully integrated systems for asset management including:
  • Internet/Intranets/Extranets. Wide area networking is enabling information sharing across the organization and across the supply chain. The Internet has driven the move to mass distribution of information and the integration of business partners processes.
  • Software Standards. Technology companies are developing standards and software for system integration and cross company communications. These technologies include emerging standards like XML and HTML. Companies such as WebMethods provide technology to support cross integration of enterprise business applications.
  • Software Componentization. The major ERP and EAM vendors are moving to component software. Components are small applications providing specific business functionality. For example, a set of software components can be assembled to provide work management functionality.
  • Mobile and Wireless Technology. Standards such as WAPI and the availability of network bandwidth are facilitating wide spread use of mobile and wireless technology. This will allow field staff to access information anywhere, anytime.
  • Information Access Methods. Software vendors are migrating from proprietary front-ends to browser based front-ends for their applications. Wide spread use of other access methods are also evident including map based access and graphical representation of data.
  • Technology convergence. Geospatial software vendors are migrating away from proprietary data repositories to standard relational databases such as Oracle an SQL* Server. The development tools from these vendors are also incorporating the emerging standard languages such as C++ and Java.
Implementation an enterprise asset management solution
The implementation of an enterprise asset management solution requires support from all levels in the organization. The following items should be considered during its implementation:
  1. Focus on business processes outputs including key performance indicators
  2. Consider both short and long term information needs for decision making.
  3. Define and implement information and data standards for all processes.
  4. Teach the technology but also educate the users on how to use the information.
  5. Define clear accountability for assets and work programs.
  6. Architect the overall technology solution.
  7. Select technology vendors based on the overall technology architecture.
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