ISO Changing the Conversation Mark T. Gasser Nicholas E. Fioravante

Transcription

1 ISO Changing the Conversation Mark T. Gasser Nicholas E. Fioravante NFMT 2015

2 ADENGA Introduction and Overview of the Standard Business Case for Asset Management An Asset Management Program Lesson Learned/Case Studies 2

3 ISO Asset Management Standards ISO Asset Management Overview, principles and terminology ISO Asset Management Management systems Requirements ISO Asset Management Management Systems - Guidelines for application of ISO

4 ISO Definitions Asset Management coordinated activity of an organization to realize value from assets Assets item, thing or entity that has potential or actual value Physical assets - usually refer to equipment, inventory and properties 4

5 ISO Asset Management History Purpose Scope 5

6 ISO Asset Management Life Cycle Process Plan Design Acquire Commission Operate & maintain Retire 6

7 ISO Asset Management Key Fundamentals Value Alignment Leadership Assurance 7

8 Elements of an Asset Management System Context of the organization Leadership Planning Support Operations Performance Evaluations Improvement 8

9 9 Why Asset Management, the Business Case

10 Changing the Conversation around Asset Management Continuing Weak Economic Performance Globalization Consolidation Evolving Health Care Environment Adapting Education Environment Every increasing deferred maintenance Decreasing skill maintenance technicians Improvements in data collection and analysis tools 10

11 Lifestyle Trends Corporate Health Care Education 11

12 Direct Benefits Opportunities Improved Financial Performance Informed Asset Investment Decisions Managed Risks Improved Services and Outputs Improved Efficiency and Effectiveness 12

13 Indirect Benefit Opportunities Demonstrated Social Responsibility Demonstrated Compliance Enhanced Reputation Improved Organization Sustainability 13

14 14 An Asset Management Program

15 Asset Lifecycle and Maintenance aligned with Key Drivers Great Place to work and live Key Drivers Optimum Costs Health & Safety Excellence Environmental Impact Operational Excellence PERFORMANCE Maximizing the utilization of your assets by applying standardized tools and processes that ensure a safe and sustainable operational environment Compliance insurance AM policy and objectives COST MANAGEMENT Optimizing your total operating and capital costs as well as the costs of your assets over their entire life to strengthen your competitiveness RISK CONTROL Providing a safe, reliable and controlled environment with transparency about the risks so you are able to focus on your business priorities

16 Asset Management Program PLAN 2. Asset Management Policy 7. Management Review ACT 6. Performance Assessment & Improvement 6.1 Performance and condition monitoring 6.2 Investigation of asset-related failures, incidents and nonconformities 6.3 Evaluation of compliance 6.4 Audit 6.5 Improvement actions 6.6 Records 5. Implementation of Asset Management Plans 5.1 Life cycle activities 5.2 Tools, facilities & equipment ISO MANAGEMENT SYSTEM STRUCTURE 1. General Requirements CHECK 3. Asset Management Strategy, Objectives & Plans 3.1 Asset Management Strategy 3.2 Asset Management Objectives 3.3 Asset Management Plans 3.4 Contingency Planning DO 4. Asset Management Enablers & Controls 4.1 Structure, authority & responsibilities 4.2 Outsourcing asset management activities 4.3 Training, awareness & competence 4.4 Consult, participate & communicate 4.5 Asset Management System documentation 4.6 Information management 4.7 Risk management 4.8 Legal & other requirements 4.9 Management of change

17 Asset Management Program SODEXO REFERENCES Central / Common APPLICATION GUIDES Local CONTRACT MANUAL AMF Policy Overview Guide AMF Policy 22 Core Processes Reference SOPs 26 How to Guides 190 Technical Maintenance Standards Customized Applicable Processes Local Operational Procedures

18 Strategic Capital Planning What is in the portfolio? What is the condition of the assets? How much funding do we need? What do we prioritize as most important?

19 Maintenance Strategy Asset criticality Condition & Performance of Assets Reliability Assessment Profitability and impact of Failure Asset repair/replacement options Safe operations of assets Run to Fail Reactive Maintenance Planned Maintenance Predictive Maintenance Condition Based Maintenance

20 20 Lessons Learned and Case Studies

21 Implementation Challenges Allocate the proper resources and time to accomplish the mission Well defined Objectives and Strategies Mapping out a plan with milestones and consistently following the plan Use report templates for updating Communicate progress to all Stakeholders Improve awareness of activities with the technical teams Develop on site RACI Chart (Roles and Responsibilities) Follow good Change Management practices (bare in mind you are creating a cultural change) 21

22 Implementation Challenges Train the on site team in every phase of deployment As processes and procedures are developed, train the technical teams so they may begin using the knowledge. Keep Sr. Management informed (include progress updates in on site reporting) Research maintenance records for asset conditions Conduct a detail condition assessment of the assets Conduct a team review of work flow (don t create it in a vacuum) 22

23 US Health Care Client Hospital Major improvement actions: Standardization of workflow process and work order management; Improved monitoring of asset failure feedback utilizing CMMS; Introduced clarity in asset priority levels and improved responsiveness; Achieved: Additional capability to process PPM activity by 30% Absorbed additional work activity requirement on increased Asset portfolio Improved Compliance satisfaction Improved Customer satisfaction feedback Maintained availablity of critical facilities and maximized revenue opportunity for client 23

24 Europe Corporate Client Business Continuity Concern Two office buildings, 1968 and 2000 Before AMF: Disagreement between asset installation and purchasing dates No asset performance & condition monitoring process No failure investigation Business disruption Higher cost of replacement After AMF: Identify of asset status Assessment of risk and criticality Maintenance strategy according to risk, performance and status Contingency Plan. Mitigation Actions Investment Plan 24

25 Europe Corporate Client Reduce Total Cost of Ownership Property portfolio comprised of 90 buildings, equating to around 2.5m sq m, with an annual operations and maintenance services budget of 17.8m Euros. Developed a model which considered the relationship between strategic real estate needs, asset management of the portfolio infrastructure and service delivery. Established clear Stakeholder engagement with all business divisions Enabled a clear line of sight from Real Estate strategy into tactical execution and operational execution (what -> how -> who & when) Improved reporting and control information (dashboard) Efficiently combined all O&M activities and integrated the provision of Risk Management; Condition monitoring, Reliability Centered Maintenance (RCMII) & Failure Mode Effect Analysis (FMEA) Enabled short term Real Estate strategy to be driven by Business need Improved Total Cost of Ownership by 9% in Yr1 and 15% from Yr2 onwards. This saving is sustainable yr. on yr. 25

26 Sumaary Why ISO Alignment with the Goals of the Organization Improvement in Cost-effective operations Balance of Maintenance and Capital Expenses Development of an actual maintenance strategy Maintain of a strategic capital plan Improvements in the environment for customers/patients/students and employees/staff 26

27 Questions Nicholas E. Fioravante Sr. Director, Technical Support Sodexo