Trapeze EAM SGR Conference March 2015

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Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 1 Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. EAM Systems for State of Good Repair Performance Monitoring Brett Koenig Trapeze Industry Solutions Manager Enterprise Asset Management

Transcript of Trapeze EAM SGR Conference March 2015

Page 1: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 1Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved.

EAM Systems for State of Good RepairPerformance Monitoring

Brett KoenigTrapeze Industry Solutions Manager

Enterprise Asset Management

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Where Should Asset Performance Measurement and Reporting Reside?

EAM(s)

Finance

ERP

Custom

Development

BI/Reporting Tools

Standalone

Spreadsheets

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• In the rush to comply with SGR performance monitoring guidance, danger of setting off down the wrong path exists

• A commercial-off-the-shelf (COTS) EAM system should be at the core of your agency’s SGR and asset performance measurement strategy

• Why EAM? EAM consolidates vital data into a single “living” system, by being:

• Agency-wide

• Dynamic

• Integrated

… with built-in reporting and analysis capabilities

“The Nut”

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Things EAM Systems Do Well

• Track detailed data to increase efficiency and reporting capability– Data is power! … “whoever has the best data tends to win”

– Track all assets across the organization

– Track detailed data (static and dynamic)

– “What gets measured, gets managed”… whether a maintenance goal or an asset management goal

• Group similar equipment together for analysis– Asset Breakdown Structure, Asset Classes, Component Relationships

– Refurb/overhaul and replacement planning

• Automate as much as possible– PM/inspection scheduling

– Telematics/ITS, capturing usage

– Asset Condition Assessments/Inspections

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Things EAM Systems Do Well

• EAM is a tool to support asset management best practices… a continually-improving system that can:

– Plan: Establish goals (metrics) regarding asset standards

– Measure: Track adherence to plans/achievement of goals

– Evaluate results

– Improve; Propose, test, and implement changes

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Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide Data -Dynamic

“Living System”

EAM

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Vehicles

Components

Facilities

Rail Infrastructure

Other Systems

EAM features:

• Full asset inventory and

rollup

• Lifecycle management

• Procurement, rehabilitation,

& replacement management

• Historical cost tracking

• Performance management

• Condition monitoring and

SGR assessment

Agency-wide: EAM Tracks all Transit Assets

Inspections,

service, and

maintenance?

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Common EAM Database (SQL)

Fleet Railcar Linear Facilities

All Transit Infrastructure

Agency-wide: EAM Building Blocks

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Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide

EAM

Data:Dynamic

“Living System”

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• EAM systems track and consolidate the “vital signs” of your infrastructures health…

EAM System “DNA”: Asset Data Supports Performance Measurement

… from the static Basic Information (Age, Manufacturer, etc.)

… to dynamic (real-time) data that are indicators of “condition”

• Telematics (“Health monitoring” event data), etc.

• Remote condition monitoring

• Geometry car

• Asset hierarchy data tracked:

– Agency organization structure

– Asset Breakdown Structure (series, classes)

– Asset hierarchy (parent-child relationships)

• This data is essential for grouping, analyzing and reporting on asset health and performance

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EAM System “DNA”: Asset hierarchy Example (Rail Interlocking)

Asset (Parent)

Child

Asset Type

(TERM Lite)

Systems – Train Control – Interlocking (31500)

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LRV101

EAM System “DNA”: Asset hierarchy Example (Rolling Stock)

Asset

Component

Asset Type

(TERM Lite)

LRV202

Revenue Vehicles – Light Rail (52000)

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LRV101

• Static Data:– Asset ID

– Asset Breakdown Structure (ABS)

– Manufacturer / Model

– Serial Number(s)

– Estimated Useful Life

– Replacement Date/Cost

EAM System “DNA”: Asset Data

• Dynamic Data:

– Age

– Usage (Mileage)

– Fuel/Fluid consumption

– Service Status (Availability)

– Condition

– Work Order History

– Defects/Service Requests

– PM/Inspection Compliance

– Incidents/Accidents/Roadcalls

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Common EAM Database (SQL)

Fleet Railcar Linear Equipment

All Transit Infrastructure

Data: EAM as a “Living System”

Asset and WokManagement

End User

Input

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Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide

EAM

Data:Dynamic

“Living System”

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Integrated - EAM consolidates the “vital signs” of your infrastructure

• EAMs consolidate data from multiple systems

– Fuel/Fluids dispensing

– Incidents

– Telematics (“Health monitoring” event data), etc.

– ERP/Finance

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Common EAM Database (SQL)

Fleet Railcar Linear Equipment

All Transit Infrastructure

EAM System Building Blocks: Reporting

Asset and WokManagement

• Fueling• Incidents• Telematics

(“Real-time Health Monitoring”)

End User

Input

Integra-tions

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Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide

EAM

Data:Dynamic

“Living System”

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LRV101

EAM System “DNA”: Asset Data

• Dynamic Data:

– Age

– Usage (Mileage)

– Fuel/Fluid consumption

– Service Status (Availability)

– Condition

– Work Order History

– Defects/Service Requests

– PM/Inspection Compliance

– Incidents/Accidents/Roadcalls

• These data are the “building blocks” for Performance Measurement

• Data can be rolled-up at whatever level (asset type, etc.)

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Sample Performance Measures from EAM

• Physical Condition– Condition score– Average age

• Financial– Cost of maintenance– Cost per mile

(including/excluding factors)

– % of assets at SGR (>2.5)

– Dollar SGR backlog– % of need funded

• Safety– Incidents per month– Failures (MTBF, MDBF)– Equipment-related

accidents

• Service Reliability– Missed pull-outs– In-service failures– Equipment failures– Slow orders

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Common EAM Database (SQL)

Fleet Railcar Linear Equipment

All Transit Infrastructure

EAM System Building Blocks: Performance Reporting

Asset and WokManagement

• Fueling• Incidents• Telematics

(“Real-time Health Monitoring”)

End User

Input

Outputs

Integ-rations

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EAM Reporting: Performance Measures

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EAM Reporting: Export to Term Lite

Export asset data from EAM in FTA’s “TERM Lite” model format

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• Separate, standalone systems for SGR and performance monitoring are not ideal

– Asset conditions and performance indicators constantly change over time

• Custom-developed solutions are isolating and resistant to change

– Staying “looped in” with peer agencies is critical

• Transit-focused EAM systems continue to evolve with industry standards (MAP-21, etc.)

Conclusions

• A commercial-off-the-shelf (COTS) EAM system should be at the core of your SGR and asset performance measurement strategy

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Questions?