Maximo HSE OverviewHealth, Safety and Environment Solution

About the Presenter

Trish Gosch, Account Executive/Senior Consultant• 21 years of Maximo Implementation Experience• 9+ years with Ontracks• Experience with:

– Versions 3.0.x up to 7.6.1.1– Maximo for Oil & Gas/HSE– Maximo Transportation– Maximo for Utilities

Agenda

• Maximo HSE Solution Overview• HSE Capabilities and Benefits• HSE Product Roadmap• High-Level HSE Demonstration• Q&A

Industry Solutions & Add-ons

Maximo for Oil & Gas

Maximo for Utilities

Maximo for Nuclear

Maximo for Life Sciences

Maximo for Transportation

Add-on Solutions

Integrations

Core Solution

Industry Solutions

Maximo Scheduler

MaximoLinear

MaximoArchiving

MaximoCalibration

MaximoERP Adapters

MaximoService Provider (managed/internal)

Maximo Asset Configuration

Manager

Maximo Scheduler Plus

Maximo Asset Health Insights

Maximo for Aviation

SaaS Solutions

Maximo Asset Management

Maximo Asset Management Public

(SaaS)

Maximo Asset Management

Dedicated (SaaS)

IBMWatson IoT

Platform

IBM Weather

IBMCognos Analytics

MaximoSpatial

MaximoAnywhere

Maximo Health, Safety,

Environment

IBM Asset Performance Management

IBMWatson

Conversation

IBM Maximo Equipment

Maintenance Assistant

Maximo Oil & Gas/HSE

Asset Management

KPIs / Reporting

WorkManagement

Materials Management

Procurement Management

Locations Location Profile AssetAsset List Asset TemplatesFailure Codes Condition MonitoringMetersMeter Groups

Request for QuotationReceivingReceiving InspectionsPurchase RequisitionsInvoicesPurchase OrdersDesktop RequisitionsCost Management

Item Master StoreroomsInventory Lot ManagementKittingIssues & TransfersCondition CodesStocked ToolsService Items

Job Plans & RoutesService RequestsService ItemsWork Order TrackingQuick ReportingLabor QualificationsLock-Out/Tag-Out Tools/Crafts/CompaniesPreventive MaintenanceMaster PMAssignment ManagerScheduling (Add On)

Enhanced Workflow – Event Driven, Context-based / Escalation Manager

Contract Management

Purchase ContractsMaster ContractsWarranty ContractsLease/Rental ContractsLabor Rate ContractsPayment SchedulesTerms & Conditions

HSE/O&G Applications

Safety- Hazards- Precautions- LOTO PlansMOC RequestMOCStandard ActionsStandard Action GroupsImprovementsRisk AssessmentRisk MatrixCertificationsAudit and SurveysDefectsInvestigationsIncidentsSolutionsOperational Actions

Security & Administration

Service Oriented Architecture Platform

User Interface / Mobility

Core Maximo Applications

Competencies & ApplicationsHSE/Oil & Gas

Operator LogOperator TasksOperating PoliciesOperating ProceduresBypass ManagementLog BookPermit & Certificate TypesPermit to WorkAction TrackingCondition for WorkRegulatory CompliancePrioritization MatrixDrilling & CompletionRun LogISO14224 Industry Standard Data

HSE Capabilities & BenefitsCapability Benefit

Incidents Addresses the continuous need for customers to improve operational performance by creating, reviewing, and analyzing incidents

Investigations Allows customers to identify the root cause of problems arising from incidents on their plants that may be safety, environmental, or production related

Management of Change

Allows customers to support change requirements in a more robust way with multiple levels of reviews/approvals, authorization of change, pre and post start actions

Defects, Non-Conformance

Provides non-conformance management capabilities designed to automate, manage, and streamline for identifying, evaluating, reviewing, and handling on non-conforming engineering specifications, materials, components, parts and processes.

Regulatory Compliance

Identifies regulatory compliance against assets and locations and associates job plans and work orders to these regulations to ensure compliance – significantly reducing the costs associated with compliance

Capability Benefit

OperatingProcedures

Capabilities for documented, step-by-step operating procedures

OperatingPolicy

Governance application for structuring your operating policy

RiskAssessment

Iterative document that links all associated Health, Safety and Environment activities and organizational data. Allows customers to analyze the risks associated with work carried out through the Maximo products, identifying hazards and defining the impact ranking

Risk Matrix

An application that models both probability and consequences of events supporting risk management processes

Improvements Manages continuous improvement programs like Six Sigma or similar methodologies

HSE Capabilities & Benefits

Capability Benefit

People(CompetencyExtensions)

Improves competency assurance through capabilities for adding, modifying, and updating competencies of the workforce

OperatorsLog

Electronic log used by shift operators for recording and qualifying events which occur during an individuals shift watch

People(Certification)Tracking

Complete history of all personnel job roles, certifications, training and current qualifications

ActionTracking

Allows customers to track statutory implications to ensure certain types of work and actions are completed by the agreed dates

Benefits &Losses

Captures benefits/losses associated with improvements or costs associated with incidents, failures, survey/audit findings

HSE Capabilities & Benefits

Capability Benefit

Failure Reporting

Reporting mechanism for capturing metrics to support consistent Failure Reporting and Corrective Action process (FRACAS)

Solutions Searchable learning repository associated with lessons learned, or with proven solutions having a safety, operational, maintenance or engineering context

Defects Integrated approach to manage or eliminate defects

BypassManagement

Use to manage bypass operations, also known as inhibits, or overrides, for safety related systems such as Emergency Shutdown, Fire and Gas Systems, Alarm Panels and soft alarms on DCS systems.It can also be used to manage bypasses of mechanical systems such as sprinklers.A further use case is management of security system bypasses.

HSE Capabilities & Benefits

Capability Benefit

Certifications A certification record contains the details that are used to verify that standards for assets or locations are met. They can also be used to make sure that personnel are qualified for specialized tasks.

Location Profile

Location profiles contain information on production data. You can use location profiles to reduce the production losses that can result from planned or unplanned maintenance shutdowns.

Preparation Activities

An application to manage the preparation activities that are associated with different phases of scheduled work packages. Preparation activities are tasks that are usually carried out either before assets are put into operation or in preparation for a plant turnaround.

Lock Out andTag Out Plan

Lock out and tag out operations specify a plan of isolation for assets or locations to ensure the safety of the plant. The plans describe how to remove work assets from service and place them back into service

Permit to Work A permit to work provides for the effective management of hazards in the work place. The permit to work is frequently used with one or more work orders. You can also generate a permit to work based on an existing work order or task.

Audit and Survey Audits are used to evaluate compliance with industry-related regulations or with internal regulations. You can use either audits or surveys to evaluate locations and assets for regulatory compliance.

BEPREPARED!

HSE Capabilities & Benefits

Possible interactions in Maximo Oil & Gas/HSE

•Work Order •Tracking

Operating Procedures

OperatorLog

Operational Actions

Failure Reporting

Benefits& Losses

Operating Policy

Defects

RiskAssessment

RiskMatrix

IncidentManagement

Investigations

Improvements

Management ofChange

RegulatoryCompliance

ActionTracking

People

Solutions

Certifications

Permit To Work

Audit and Survey

Note: Blue boxes show Applications

Bypass Management

• IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.• Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.• The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract.• The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Please Note:

HSE Product Roadmap

• Overall Maximo Investment Strategy

• Oil and Gas_HSE Strategy & Roadmap

• Extending value through Innovation

Topics

HSE Product Roadmap

Innovation and technology advancements• Modern UX technologies• IOT/Cognitive Analytics • Cloud services (SaaS)

Extending and enhancing core capabilities• Asset Based Augmented Reality• Work Center Configuration• Supply Chain

Expanding beyond EAM• Health Safety Environment & Operations• Asset Reliability & Predictive Maintenance• Field Service Management

Continued focus on industry requirements• Best practices & industry standards• Support for on-going regulatory changes• Cross industry innovation & technology

Real-time Data Acquisition• Anywhere Mobile apps• Industry Anywhere apps

Maximo Investment Strategy

•Shift handover

•Log Book

•Related Operator Logs

•Operational Actions

•Action Tracking change to Class

•Safety Bulletins

•Safety Meetings

•Incident Reporter

•Support for OSHA style reporting

•Environmental management

•Permit to Work process enh.

•Risk Assessment Hazard Review

•Certifications enhancements

•Location and Asset FMECA

•Human Factor Analysis

• Incidents & Investigations enh.

• Bypass Management

• Chemical Mgt.

• Operational Risk Assessment

• Permit to Work enh.

• Asset & Location registers

• Certification Templates

• Audit Enhancements

• Quality & Defect enh.

• Repeatable Standard Actions

• MOC PSSR

O&G/HSE 7.6.0

Previous EnhancementsO&G/HSE 7.6.1

17

Feature Area Features

Operations Manager Work Center

• 2D Visualization• Cumulative risk dashboard• Personal safety monitoring• Process safety monitoring• Internet of Things connectivity

HSE Analyst Work Center

• Watson Analytics based components• HSE KPIs

Self Service Work Centers

• MOC Request• Incidents• Permit Request

Mobile apps for Maximo Oil and Gas/HSE Manager

• App store support• Incident Reporter enhancements• Checklist/Toolbox Talk• Permit Request• Audit• Investigations• Operator Log

Potential New Features

18

Feature Area Features

ISO14224:2016 • Failure and asset specification data update• Addition of ISO14224 component and maintainable item data• Additional ISO14224 data structures• Work Order Tracking/Investigations ISO14224 Equipment Condition Section

Incident Management • Multiple incident types per incident• Multiple injuries to a person• OSHA report updates• Systemic cause analysis on investigation

Permit to Work • Lock and Key Management• Lock Open/Lock Closed Valves• Isolation and Tag Print Report• Sanction for test status and history• Bypass Management PTW reference• Single person issue/accept option

Safety Critical Equipment

• Regulatory Compliance tab• Regulatory Compliance Technical Authority• Regulatory Compliance Revision• SCE field on MOC• SCE status monitoring

Potential New Features

19

Feature Area Features

Risk Assessment and Risk Matrix

• Risk Assessment revision• Risk Matrix revision• Conditional risk assessment• Risk Matrix View History• Permit and Isolation reference fields• Closure rule option linked to Permit or WO

Worker Insights Integration

• Associate WI Hazards Lat/Long with Maximo Locations• Define no-go zones created in Maximo and used by Worker Insights• Events table to hold data from Worker Insights• Dynamic mapping of WI and Maximo Objects

Inspection support on O&G / HSE apps

• Operator Log (for Operator Rounds use case)• Audit and Survey

Anywhere Apps • Incident Reporter• Checklist app• Permit Request

Incident Management • Claim and damage management• Permit field on Incidents• Update Create Incident crossover dialogs• Investigations – Actions against a cause

Potential New Features

20

Feature Area Features

Environmental Management

• Environmental Management Work Center• Emissions Profile• Sample management• Consent monitoring for Assets• Detailed monitoring of air, water, ground emissions

Permit to Work • Access permits• Simultaneous activity matrix• Quick insert permits• Simultaneous operations by Location• Validation on start and finish date

Management of Change • Multiple PM changes on MOC• Due date on checklists• Closure tab edit rules• PSSR enhancements

Operator Log • Shift handover checklist• Shift handover report• Daily Operations report update

Potential New Features

21

Feature Area Features

Audit and Certification • Certification on RFQ• Certification on Receiving• Multiple regulations on Audits• Location on Audit Findings• Create Certification from Item Master

Assets and Locations • Failure Analysis – Multiple Effects• Failure Analysis – Recommendation• Failure Analysis – Copy Analysis Action• Failure Analysis – Pre-Failure Characteristics• Failure Analysis – MOC reference

Potential New Features

Artificial Intelligence

Notice: IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasingdecision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release,and timing of any future features or functionality described for our products remains at our sole discretion.

Blockchain

Wearables

Plant Layouts

and schematics

Internet of Things

Extending Value to Maximo thru Innovation

• Continued Investment in Maximo

• Continued investment in Oil and Gas / HSE Manager

• Modernization & Innovation

3 Take Aways

HSE/O&G Product Roadmap

Demonstration

Trish GoschOffice: 720-328-1784Mobile: 720-272-7485Email: tgosch@ontracks.com

Thank you!

Questions or Need Additional Info?