IBM Pulse is now IBM Interconnect

The world of IBM just got a little more interesting for the events folks. IBM Pulse has combined with two other shows, Impact and Innovate, to form IBM Interconnect.

InterConnect has become the most comprehensive and collaborative event ever, providing an even richer experience to you and your colleagues. Join the largest community embodying the full life-cycle of IT, assets and infrastructure — from Development to Architecture to Operations.

The event will still be held in early spring: More precisely, it will be Feb 22-26, 2015 at both MGM and Mandalay Bay in Las Vegas. By combining shows, the event swells to over 20,000 attendees.

Call for papers is through October 10th, 2014 , and may be submitted at
https://www-950.ibm.com/events/tools/interconnect/2015ems/.

Improving Service Maintenance efficiency through automation

The following was originally published at Managed Maintenance. View the original article here

Improving Service Maintenance efficiency through automation

Imporve service maitenance

The key to sending your maintenance sales totals skyward is a reliable, fool-proof, automated system to track, alert, quote and follow through on renewals.We call it improving efficiency through automation.

Let’s get right to the bottom line—as a channel partner selling service maintenance, how does automation benefit you? Let’s start with more renewals, more sales and a reliable system that delivers a source of recurring revenue.

To build this business model for recurring service maintenance sales, our foundation is MMI’s ONEview asset management software portal–our flagship product–an elegant, sophisticated technology to track all of your customers’ hardware and software assets and associated maintenance and services.

Add in ADDvantage+, our part number maintenance technology and the complement component to ONEview, and you have a complete system to proactively notify and quote impending maintenance renewals, with part numbers, pricing and service description information.

Proactive quotes

Let’s talk about how proactive quotes can increase your maintenance renewals. It’s no secret that tracking multiple renewal dates manually by spreadsheet (or notes on paper napkins) to provide an updated quote not only is labor intensive, it’s the least efficient way to run the service part of your business.

ADDvantage+ automation supplies you with the mechanism to notify you and your customer on upcoming renewals and to proactively provide quotes equipped with your branded messaging. The system does the work, not you.

For those of you who live by the details, ADDvantage+ automates a 10-step process that results in you winning renewals and gaining sales:

  1. Manufacturer sends renewal data to MMI
  2. MMI cleans and processes data to import
  3. Renewal data load to ADDvantage
  4. Notifications send to reseller to qualify renewal opportunity
  5. Reseller has option to send notification to end customer
  6. Notification and quote send to end-user
  7. Customer accepts or rejects quote
  8. Reseller completes sale and submits purchase order
  9. Distributor completes order and submits for registration

Strengthen your marketing

Automating the renewals process also brings you an additional marketing resource that can strengthen your relationship with your end customer. For example, with ADDvantage+ automation, you contact your customer 90 days out from the renewal date, and then at 30-day intervals through one month past the point of renewal.

In addition, by alerting your customers of upcoming warranty renewals through the quoting process, you may spark new hardware and/or software sales in a fresh cycle, which, of course, not only translates to new business for you but also builds trust and loyalty.

Finally, because automating renewals gives your sales people visibility into your customers’ hardware and software environments, they can leverage that data to help develop an overall account strategy with your customers, positioning you as a true trusted advisor to your clients.

Reliability Centered Maintenance (RCM) in the Facilities Environment

The following article was originally published by Reliability Web. The original article may be found here

The role of RCM in the facilities (non – production) environment as expected varies dramatically with the age and type of facility being operated and maintained thus, the type of RCM to be applied must be carefully decided to ensure both tangible and intangible benefits will be realized within the budgetary constraints of the organization. In addition, the dynamics of the organization where RCM is being considered must be considered before selecting the optimum approach. For example, an organization involved in large scale construction and/or renovation will have substantially different requirements and resultant business case than one focused on sustaining the status quo via a maintenance and minor repair approach.

The business case for RCM implementation for the majority of existing facilities where the inventory is stable is primarily based on the following cost avoidance techniques:

  • Reduction in time based maintenance hours
  • Reduced catastrophic failures and resultant costs
  • Age Exploration – OEM recommendations for example

For organizations where new construction and major revitalization are occurring, the business case also includes using the following to identify, implement, and verify (quantification) reliability issues:

  • Failure Modes and Effects Analysis
  • Commissioning
  • Operations and Maintenance tasks
  • Initial tools and training
  • Age Exploration for revitalization

Note: This paper does not address the basics of RCM and is intended as an aid to deciding the applicability and portion of RCM to apply to your facility and operating environment.

Where to Start:

  1. Determine if there is any reason to change the way you do business

While RCM, is the paraphrase others, the only truly logical and empirical approach for establishing and maintaining a maintenance program it is not for everyone and should not be pursued unless there is a factual basis which offers either tangible or intangible benefits. These benefits include only the following:

  • Reliability issues in – terms of safety, security, and mission
  • Financial return both, direct and lost opportunity costs

Building the business case and implementation strategy should be based on both strategic (global) and tactical (event) key performance indicators regardless of the type of facility being considered.

Life Cycle

Choosing the Appropriate RCM Approach

There are several ways to conduct and implement an RCM program.  The program can be based on rigorous Failure Modes and Effects Analysis (FMEA), complete with mathematically-calculated probabilities of failure based on design and/or historical data, intuition or common-sense, and/or experimental data and modeling.  These approaches may be called Classical, Rigorous, Intuitive, Streamlined, or Abbreviated.  Other terms sometimes used for these same approaches include Concise, Preventive Maintenance (PM) Optimization, Reliability Based, and Reliability Enhanced.  All are applicable.  The decision of what technique to use should be left to the end user and be based on:

  • Consequences of failure
  • Probability of failure
  • Historical data available
  • Risk tolerance

Classical/Rigorous RCM

a.  Benefits

Classical or rigorous RCM provides the most knowledge and data concerning system functions, failure modes, and maintenance actions addressing functional failures of any of the RCM approaches.  Rigorous RCM analysis is the method first proposed and documented by Nowlan and Heap and later modified by John Moubray, Anthony M. Smith, and others.  In addition, this method should produce the most complete documentation of all the methods addressed here.

b.  Concerns

Classical or rigorous RCM historically has been based primarily on the FMEA with little, if any, analysis of historical performance data.  In addition, rigorous RCM analysis is extremely labor intensive and often postpones the implementation of obvious condition monitoring tasks.

c.  Applications

The classical approach should be limited to the following three situations:

  • The consequences of failure result in catastrophic risk in terms of environment, health, or safety and/or complete economic failure of the business unit.
  • The resultant reliability and associated maintenance cost is still unacceptable after performing and implementing a streamlined type FMEA.
  • The system/equipment is new to the organization and insufficient corporate maintenance and operational knowledge exists on its function and functional failures.

Abbreviated/Intuitive/Streamlined RCM

a.  Benefits

The intuitive approach identifies and implements the obvious, usually condition-based, tasks with minimal analysis.  In addition, it culls or eliminates low value maintenance tasks based on historical data and Maintenance and Operations (M&O) personnel input.  The intent is to minimize the initial analysis time in order to realize early-wins that help offset the cost of the FMEA and condition monitoring capabilities development.

b.  Concerns

Reliance on historical records and personnel knowledge can introduce errors into the process that may lead to missing hidden failures where a low probability of occurrence exists.  In addition, the intuitive process requires that at least one individual has a thorough understanding of the various condition monitoring technologies and failure mechanisms.

c.  Applications

The streamlined approach should be utilized when:

  • The function of the system/equipment is well understood.
  • Functional failure of the system/equipment will not result in loss of life or catastrophic impact on the environment or unit business.

For these reasons, the streamlined or intuitive approach is recommended for the majority of facilities. Exceptions are where single points of failure exist and the associated risk of failure cannot be mitigated.

The streamlined or intuitive approach is recommended due to the high analysis cost of the rigorous approach, the relative low impact of failure of most facilities systems, the type of systems and components maintained, and the amount of redundant systems in place.  The streamlined approach uses the same principles as the rigorous, but recognizes not all failure modes will be analyzed.  RCM users have reviewed the various processes in use and have determined that the most economical and efficient approach is to use a combination of rigorous (formal) and intuitive analysis depending on system criticality and failure impact.

A more rigorous analysis may be warranted for those systems and components where the streamlined or intuitive RCM process has been used and the resultant reliability is still unacceptable in terms of security, safety, cost, or mission impact.

Three Approaches to RCM

1.  Globally Dispersed – Large New Construction Effort

a.  Use of generic FMEA data to construct maintenance program tasks, interval, and training programs
b.  Commissioning developed using FMEA with a concentration on identifying and addressing single points of failure
c.  Criticality and probability of failure used to determine stocking plan
d.  Roving condition monitoring teams to determine priority and scheduling of repair and PM teams
e.  Root cause failure centrally located and coordinated by system experts
f.  Metrics developed to track availability, mean time between failure, and costs
g.  Significant overhaul of design and procurement process to implement RCM
h.  Process reengineering used to identify potential opportunities

2.  Dispersed – Aging and Diminishing Inventory

a.  No FMEA performed on standard facility equipment where sufficient redundancy existed. FMEA performed on a case – by -case basis for critical program equipment
b.  Immediate implementation of condition monitoring technologies appropriate to machinery type and mission
c.  Dispersed technologists at each location
d.  Minimum central management
e.  Virtual teams to shard information
f.  Commissioning limited to condition monitoring acceptance testing
g.  Metrics developed to track availability, mean time between failure, and costs
h.  Limited changes to building specifications

3.  Centrally Located (for the most part) – Limited Revitalization

a.  Generic FMEA used and all maintenance tasks revised
b.  RCM added to position descriptions and annual performance plans
c.  Spare parts switched to Just – In – Time
d.  Dispersed first line maintenance with centralized technologists
e.  Immediate implementation of condition monitoring technologies appropriate to machinery type and mission
f.  Limited use of acceptance testing
g.  Metrics developed to track availability, mean time between failure, and costs and reported to all levels of the organization on a monthly basis
h.  On -going training program implemented – 40 hours per employee per year

In closing, there are these basic rules:

  • Pick the appropriate level of sophistication based on a business plan which addresses implementation cost, time required, return – on investment, and risk mitigation
  • Create and apply the appropriate Key Performance Indicators and make them public
  • Communicate and train everyone
  • Be shameless in promoting your program – crow about your successes and acknowledge your failures in order to build and maintain credibility
  • Do not over analyze
  • Stay the course, RCM is not a program of the quarter
  • Design and use your management software to analyze and identify areas problems
  • Do not simply add a condition monitoring technology without understanding related changes

Article submitted by Alan K. Pride, Associate Director, Smithsonian Institute

Using Maximo Oil and Gas to manage permits to work

Using Maximo for Oil and Gas, v7.5.1 to manage work processes with permits to work

The following was originally posted in the IBM Developer Works blog by Liliane Himmel 

To manage the safety of personnel and the workplace, you can define permits to work. Using corresponding work order records, you can associate tasks with permits to work. You can also associate authorized personnel with permit or certificate types to ensure that personnel have the necessary credentials to carry out those tasks. You can specify who is authorized to review and approve the permits to work. You can define the isolations and hazards that are associated with specific assets, and the actions to be taken in emergency situations. You can also create related record relationships between tickets, permits to work, and work orders.

In the Drilling and Completion application, you can review the permits to work that are related to work orders to ensure that all permits are included. Permits to work provide a system of control to ensure the safety of the plant. You can use permits to work to manage the work activities and to ensure that steps are taken to prevent accidents.

Creating permits to work

A permit to work defines the hazards and isolations that are associated with work activities. When you create permits to work, you provide the details with which the permit is associated. You ensure that permits to work are ready to be issued. Optionally, you can hold toolbox talks to communicate the safety aspects of the work activities.

A permit to work defines the hazards and isolations that are associated with work activities. When you create permits to work, you provide the details with which the permit is associated. You ensure that permits to work are ready to be issued. Optionally, you can hold toolbox talks to communicate the safety aspects of the work activities.

About this task
When you create a permit to work, you must evaluate the hazards that are involved in completing the work that is associated with that permit. You can also define the conditions for work.

In addition to creating permits to work from the Permit to Work application, you can create permits to work from the Work Order Tracking application and from the Drilling and Completion application.

Assets or locations are isolated to allow work to be carried out without hazards for personnel. Procedures are followed to contain an asset or a location before an authorized person can work on it. For example, you can specify that an asset is isolated from a potentially hazardous source of energy. When the work is complete, the steps that were taken to isolate that asset are removed so that the asset can be returned to production.

Procedure

  1. In the Permit and Certificate Types application, define a permit or certificate type to associate with this permit to work. Use the rich text editor of the Long Description field to assign a color and a font size to the text. You can assign a different color to highlight the type of permit or certificate. The highlighted text displays in the Permit Header field of the Permit to Work application.
  2. In the People application, authorize qualified, active personnel to conduct gas tests and to record emissions.
  3. In the Risk Assessment application, identify the hazards that are associated with work operations and assess their risks. Hazard records must belong to the same organization as the permit to work.
  4. In the Permit to Work application, click New Permit to Work on the toolbar.
  5. On the Permit to Work tab, specify the beginning and end dates and times, the permit level, and the site for the permit to work.
  6. Specify the asset and location details that are associated with the permit to work. If a permit to work is associated with a work order, the asset and location fields are populated from the work order.
  7. Specify the task details. If the certificate type is an isolation certificate, specify the type of isolation specialization that is required, and the reason for the isolation.
  8. On the Hazards and Isolations tab, specify the risk assessment, the gas testing details, the conditions for work, the isolations, and the hazardous materials.
  9. Save the record.

Ensuring that permits to work are ready to be issued

Verifying the conditions that are associated with permits to work

A toolbox talk is a safety presentation that is given to inform employees about safety procedures. You can also use toolbox talks to verify the conditions that are associated with the work activities. You record the attendees.

Before you begin

The permit to work must be reviewed, approved, issued, and in Active status before the toolbox talk is conducted.

The operating procedures that you add to the toolbox talk must also be in Active status. Operating procedures can be added or removed only when the permit to work is in Draft status.

About this task

You can specify the same identifier for multiple operating procedures, but the combination of organization, site, and procedure number must be unique.

Standard actions can be added when the permit to work is in Request or in Draft status. Review the checklist of standard actions during the toolbox talk. Standard actions cannot be added or removed when the permit to work is in Active status.

Items to be reviewed can include additional work hazards and control measures, or stop the job entries.

Procedure

  1. In the People application, add members of the team and their authorizations and certificates.
  2. In the Operating Procedures application, create the operating procedures to be discussed during the toolbox talk.
  3. On the Toolbox Talk tab of the Permit to Work application, specify the permit to work that requires a toolbox talk.
  4. On the Toolbox Talk tabs, specify the operating procedures, the actions or action groups, and the items to be reviewed.
  5. On the Work Party Declaration tab, specify the members of the team who attended the toolbox talk.
  6. In the Toolbox Talk Completion table, specify whether a toolbox talk was held and the person who held the toolbox talk. You also specify the date and time when the toolbox talk was held.
  7. Save the record.

Completing permits to work

Effective communication throughout the permit to work process is crucial to ensuring that risks are managed. After work is complete or if work is left to be done by another team, the details of returning the permit to work must be documented.

Canceling permits to work

When all of the work activities are complete, and the plant is returned to a safe condition, you can cancel or suspend active permits to work.

About this task

You can review and audit the permit to work before or after you close the record. Audit and survey records that are associated with permits to work must belong to the same site and organization. Before a permit to work can be closed, all isolations that are in place must be removed.

Procedure

  1. In the Permit to Work application, select the permit to work that you want to cancel.
  2. On the Cancelation Details table of the Handback and Cancellation tab, specify the cancellation details.
  3. Specify whether a lessons learned meeting was held or whether there are lessons learned that are associated with this permit to work.
  4. Specify whether this permit to work must go through an audit process. If this permit to work is linked to an audit and survey record, specify the record identifier.
  5. Specify whether the work site was cleared.
  6. Save the record.