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: [email protected]
Thank you!
Questions or Need Additional Info?
Top Related