DATA SYSTEMS FOR ACHIEVING OPERATIONAL EXCELLENCE

11/12/2016 Operations & Maintenance - Planning Department EMPOWER ERP/DATA SYSTEMS FOR ACHIEVING OPERATIONAL EXCELLENCE PRESENTER: MAHRA FOWZAN SENI...
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11/12/2016

Operations & Maintenance - Planning Department

EMPOWER ERP/DATA SYSTEMS FOR ACHIEVING OPERATIONAL EXCELLENCE PRESENTER: MAHRA FOWZAN SENIOR PLANNING OFFICER OPERATION AND MAINTENACE - EMPOWER

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11/12/2016

Operations & Maintenance - Planning Department

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Agenda 1. An overview of Empower Data and ERP (Enterprises Resources Planning) systems

architecture and strategies 2. Integration of Modules 3. Alignment of Processes 4. Empower Asset Management Application 5. Empower Maintenance Delivery 6. Empower Procurement Application 7. Empower Inventory Application 8. Empower Budgeting Application

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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

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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

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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

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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

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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

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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

Updating oracle based metering system

Master plan update report

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Procurements Procurement planning Annual budget planning activities(including CAPEX works, services, stock and non-stock items planning

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

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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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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

Ms dynamics budget application

Other systems

Process related tasks/actions

Information flows Process related steps

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