Overview of empower data and ERP systems architecture and strategies
• Effective data systems, aligned with our strategy and objectives, are
essential for reliable, safe and sustainable energy system • These automated systems can be integrated with processes and procedures for maximum effectiveness in delivery of essential services • The presentation will focus on the Integration and functionalities following data system’s areas: a. Asset Management b. Maintenance Delivery(Preventative and Corrective Maintenance) c. Procurement d. Inventory and Spares e. Budgeting and Budget Tracking f. Reporting
11/12/2016
Operations & Maintenance - Planning Department
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Overview of major empower data and ERP systems architecture and strategies
MAXIMO ERP SYSTEM
Asset management
Maintenance delivery
Inventory/spares management
Procurement
Financials/budget s
MAXIMO INTEGRATION FRAMEWORK
Data & Information
CMS
TIME TRACKER SYSTEM
ORCALE METERIN G/BILLING SYSTEMS
MICROSF T DYNAMIC S
11/12/2016
Operations & Maintenance - Planning Department
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Integration of modules
• The diagram below shows detailed integration of modules and key interfaces FINANCIALS/BUDG ETS
Annual Budgets for locations/Sites/ CAPEX/OPEX
Data & Information
Asset/Location record changes
ASSET MANAGEME NT
Preventative/ Corrective Maintenance requirements
Budget Information requirements
Purchase Request/Orders Procurement Service/Materia l Delivery Maintenance delivery
Reporting
Inventory/spares management
Requests for Spares Store Spares
11/12/2016
Operations & Maintenance - Planning Department
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Aligning business processes
• Integration of ERP systems across organization requires processes focused
approach. Hence any change in process has to be planned, mapped, implemented and result are evaluated. • To integrate departments, intra-departmental processes must be aligned Asset Management
Maintenance delivery
Inventory/Sp ares Management
Procurement
Financial / Budgets
MAXIMO INTEGRATION FRAMEWORK
O&M PROCESSES
COMMERCIAL PROCESSES
FINANCIAL PROCESS
CORRESPONANCE MANANGEMENT SYSTEM(BPM)
PROJECT DEPT. PROCESS
11/12/2016
Operations & Maintenance - Planning Department
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Assets
Asset creation planning
New CAPEX assets
Overhaul modification existing assets
Physical assets information, specification and site requirements
Location module Assets module
Data & information
Assets operation and maintenance activities
Location module linked to financial systems oracle databases Asset and locations are linked to all other Maximo modules
Asset reporting: based on data and business requirements various asset tracking and registration reports are created for communication to stakeholders Asset tracking in Maximo: during O&M lifecycle of asset various activities such as maintenance, commissioning, shifting are tracked in the asset application. Asset details changed accordingly
11/12/2016
Operations & Maintenance - Planning Department
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Maintenance delivery
Maintenance planning
Maintenance execution
Existing maintenance contracts
New CAPEX requirements
Asset specific maintenance requirements
Maintenance strategy and processes
PM & Scheduling
Job plans
Service request (sr). WOs (PM, CM, OTHERS).
Failure classes
Maintenance reporting and feedback
Monthly Impact Meter reports. Cost analysis reports
Maintenance delivery Manpower report
Work order tracking module Creation of plans, schedules and PM wos
Repair and maintenance report Data & Information
Data & Information Time tracker system for manpower reporting Creation of master maintenance plan and schedule
Procurement process Purchase requests: pr records created against each request
RFQ PROCESS: RFQ RECORDS CREATED AGAINST prs Analysis of procurements requirements by commercial/ O&M, creation of commercial procurement schedules
Request through wo
REQUEST THROUGH drs
Technical Evaluation
Commerci al evaluation
Vendor clarificatio ns
Tender openings
Procurement control & tracking Procurement control Service level agreement control Sla reports
Procurement tracking Purchase request tracking reports Purchase order tracking reports Material delivery tracking reports
Purchase orders process
Data & information Delivery of material and services
11/12/2016
Operations & maintenance - planning department
Inventory
Inventory application
Inventory controls and tracking
MATERIAL AND ITEM DELIVERIES BASED ON PO/prs Inventory control Inventory records(inventory module)
Stock items control ROL/ROQ configurations
Inventory tracking Data & information
Budget purchase and consumption reports Inventory related reports
Inventory usage( issuance and returns)
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11/12/2016
Operations & Maintenance - Planning Department
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Budgeting
Capital budget planning
Operation and maintenance activities
ERP(Maximo) historical records/trends from data New OPEX requirements cost estimates
New CAPEX requirements
Inventory/spares information
Maximo module
Budget controlling: module developed in Maximo which provides information of consumption and purchases for inventory and services
Annual financials/budgets: creation of annual budget based on requirements , cost estimates, and analysis past year consumption and purchase data
Data & information
Budget tracking / reporting: creation of analytical reports based on the data as recorded from ERP Maximo system for detailed analysis and reporting to stakeholders