Trusted data as the base for Asset Management best practices. Thomas Heckmann Senior Utilities Solution Architect

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Trusted data as the base for Asset Management best practices Thomas Heckmann Senior Utilities Solution Architect

2 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

What is AssetWise? eb is an information modeling platform for delivering lifecycle information management to operators of infrastructure assets & ivara is a suite of applications to improve Asset Performance Management, operational performance, safety and compliance of infrastructure assets. 3 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Definition Asset Management Systematic and coordinated activities and practices through which an organization optimally and sustainably manages its assets and asset systems, their associated performance, risks and expenditures over their lifecycles for the purpose of achieving its organizational strategic plan. Source: www.theiam.org PAS55: Optimal management of physical assets Will be the basis for development of the new ISO 55000 ff standards published in 2014. 4 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

5 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated Consistent and integrated data

Smart Grid and implications on Information Management Geographic Information System Asset Management SCADA Distribution Management Outage Management System The Smart Grid Utility Billing System Customer Information System Network Calculation (Modeling) Customer Portal AMM / MDM Market Systems 6 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

What s the challenge? Inspection Purchase Order Owner Arch. Eng. Standards Committee Federal Org Regulatory Agency People EQUIPMENT Specification System A Sub Contractor System N Sub Contractor Sub Contractor Sub Contractor Sub Contractor Work Instructions Equipment #A1 Equipment Equipment #A2 #A2 Equipment #A3 Equipment #A3.1 Equipment #A3.2 Contract Standard REQUIREMENTS Req. 1 Req. N Req. 1.1 Req.1.2 Req. 1.2 Req. 1.3 Req. 1.3.1 Req. 1.3.2 Fed Codes Industry Regs Ref. Docs KNOWLEDGE ITEM PLANT DESIGN Procedures Arch. Eng. System A System N Component A1 Comp A2 A2 Comp A3 Comp A3.1 Comp A3.2 W B S Phase 1 Phase N Milestone Milestone 1.1 1.1 Milestone 1.2 Milestone 1.3 PROJECT BUDGET Phase 1 Phase N Milestone Milestone 1.1 1.1 Milestone 1.2 Milestone 1.3 P&IDs 7 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Inspection Purchase Order Owner Arch. Eng. Standards Committee Federal Org Regulatory Agency People Specification Sub Contractor System N Sub Contractor Sub Contractor Sub Contractor Sub Contractor Work Instructions Equipment System A Equipment #A1 Equipment Equipment #A2 #A2 Equipment #A3 Equipment #A3.1 Equipment #A3.2 Contract Requirements Standard Req. 1 Req. 1.1 Impact of Change Req.1.2 1.2 Req. 1.3 Req. 1.3.1 Req. N Req. 1.3.2 Fed Codes Industry Reg Ref. Docs Knowledge Item Plant Design Procedures Arch. Eng. System A System N Component A1 Comp A2 A2 Comp A3 Comp A3.1 Comp A3.2 W B S Phase 1 Phase N Milestone Milestone 1.1 1.1 Milestone 1.2 Milestone 1.3 Project t Budget Phase 1 Phase N Milestone Milestone 1.1 1.1 Milestone 1.2 Milestone 1.3 P&IDs Regulatory Agency 8 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Employee Effectiveness (%) Effect of Reduced Information Integrity 100 90 80 70 60 50 40 30 20 10 0 75 80 85 90 95 100 Average Integrity Level (%) When Information integrity drops 8% - Employee effectiveness drops 50% Source: ICM - Based on 8 data sets used in series and each data set at an integrity level varying from 75% to 100% 9 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Operations Information Management with eb Relates structured and unstructured information to teams, organization & the enterprise Focuses on how the information is related to the relationships People Documents Organizations Records conditions, incidents, events and corrective actions Captures, tracks, facilitates and transmits changes Asset Requirements Change Requirements Creates auditable sequences of how and why information changed Location Projects Drawings 10 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Operations Information Management with eb Relates structured and unstructured information to teams, organization & the enterprise Focuses on how the information is related to the relationships People Requirements Organizations Records conditions, incidents, events and corrective actions Captures, tracks, facilitates and transmits changes Asset Documents Change Requirements Creates auditable sequences of how and why information changed Location Projects Drawings 11 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Operations Information Management Relates structured and unstructured information to teams, organization & the enterprise Focuses on how the information is related to the relationships Requirements Documents Organizations Records conditions, incidents, events and corrective actions Captures, tracks, facilitates and transmits changes People Asset Change Requirements Creates auditable sequences of how and why information changed Location Projects Drawings 12 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Enterprise Integration with eb Financials Collaboration Legacy Users Enterprise Users Collaboration Visibility Information Quality Compliance Governance Change Control Asset Maintenance Human Resources Program Management Information Management AssetWise Configuration Control Controlled Docs Records Management Engineering Design Corrective Action Human Performance Knowledge Management 13 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Use Case: Data Consolidation Consolidating data discrepancies between SAP and GIS Historically both applications were built up separately Large discrepancies only 60 % of data entities allowed for automated linkage Support for identification and removal of discrepancies Implementation of update routines and workflows: an object is created (modified, deleted) in the GIS and shared / replicated in SAP and vice versa SAP AssetWise GIS 14 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Use Case: Reporting Obligations Reporting obligations on service interruptions (outages) According to national energy laws (gas and electricity) Transmitted via web forms or as XML web services Description of significant parameters such as time, duration, extension and reason for the outage in LV, MV, HV and HHV Contains planned and unplanned service interruptions Reading of SCADA log files (MV) Identification of affected circuits and services Identification of end users Report generation (file or XML service) 15 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Use Case: Thematic Analyzes Thematic analyzes as a base for decision making E.g. distribution of asset ages Asset and outage statistics to identify criticality Diagrams, curves, business analytics and mapping 16 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

17 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated Asset Performance Management

From traditional Asset Management Source: cigré, 2006 18 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

to professional Asset Performance Management Real time and predictive CONDITION Equipment is Operating P Equipment is operating, but indicator has changed Potential Failure Equipment may be operating, but not the required level Functional Failure F REQUIRED LEVEL OF PRESSURE TIME P-F Interval Window of opportunity. Corrective action may be taken to avoid the Potential Failure. States : Equipment is Broken Normal Low Early Warning Low Urgent Critical 19 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated Gas Pressure Regulator, Indicators: Pressure / Temperature

Gartner View: Maintenance: A Strategic Roadmap 20 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Asset Intelligence from Consolidated Data Sources 21 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Asset Intelligence from Consolidated Data Sources Capital Budget Investment Plan Asset Risk Scores Asset Health Indices ASSET INVESTMENT PLANNING FIELD DATA EAM/CMMS Any ODBC Data Any OPC Data Analysis Tools Predictive Devices Data Historians EXP Handheld EXP Remote Equipment/ Location Hierarchy Equipment Criticality Failure Cause Codes Maintenance Plans/Tasks Notifications Work Requests Work Orders Corrective Work Work History/ Failure Data Labor/Material Cost History Spare Parts/ BOM DATABASES SPREADSHEETS Equipment/ Asset Hierarchy RCM or FMEA Data Maintenance Plans/Tasks Custom Data/ Applications 22 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Asset Intelligence from Consolidated Data Sources 23 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Selected references Utilities Metals Mining Oil / Gas / Chemical Other Manufacturing 24 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

Augmented Reality 25 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated

26 WWW.BENTLEY.COM 2012 Bentley Systems, Incorporated Contact thomas.heckmann@bentley.com