Asset Management Systems Information

© 2012 Encada.LLC. All rights reserved.

Asset Management Systems Information

Required to

Maintain Service Delivery and

Asset State Of Good Repair

Willem Ebersöhn Ph.D. Vice president Encada. LLC.

Valerie Marcolongo President Encada. LLC.

4/18/2012

Agenda

Introduction and Objective.

EAM Needs / Drivers.

Asset & Location Hierarchy and Asset Management.

EAM Business Process Design Example.

EAM & ERP Integration Design..


Complexity of Transit Asset Management Public Transportation companies have a unique operating environment

that requires Asset Management systems to support management of its infrastructure, railcar/bus fleet and bus/train services, while integrating with its financial Resource Planning system.


Train Revenue CollectionTrain Operating Expence

Train ConsistTrack Route

Train Detection Circuit RouteTraction Power Circuit Routes

Right of Way (Line)Rail Facilities

Train Service SupportBus Revenue CollectionBus Operating Expence

Bus FleetBus Ways

Bus FacilitiesBus Service Support

Transit Business

Transit Services

Rail Transit Service

Bus Transit Service

Service Service Asset

Transit Business

Transit Services

Rail Transit Service

Bus Transit Service

Service


EAM Needs / Drivers

EAM Needs / Drivers Service Availability, Maintenance & Legislation

Asset Availability to Support Train Service: Provide the foundation against which availability of Primary Assets are measured, in terms of cost and the cause for service disruption.

Asset Lifecycle Management : Provide structured maintenance management information that will support asset life cycle assessment. The typical question is whether to renew an asset or continue to maintain. The assessment is whether the cost of maintaining the asset to function to the standard required is lower than the cost of replacing the asset.

Legislations:


EAM Needs / Drivers State of Good Repair (SOGR) What is SOGR? A condition in which the existing physical assets, both individually and as a system, (a) are functioning as designed within their useful lives, and (b) are sustained through regular maintenance and replacement programs. What is required to compile a comprehensive Capital Investment Program? SOGR assessment. Future capacity requirements. Future performance requirements.


What Management Information is required to reliably make assets available for service and

ensure a State Of Good Repair

Structured set of asset management information that enables a manager to determine the operational and financial performance of their primary assets.

– Operational performance is determined by the level at which the assets support the service delivery measured by unplanned and planned minutes of delay.

– Financial performance is determined by the resources consumed to make the assets available for service.

Reminder – Basic Work management Information

7

Failure Analysis – Problem, Cause and Remedy

What Management Information is required to reliably make assets available for service and

ensure a State Of Good Repair

Structured set of asset management information that enables a manager to determine the operational and financial performance of their primary assets.

– Operational performance is determined by the level at which the assets support the service delivery measured by unplanned and planned minutes of delay.

– Financial performance is determined by the resources consumed to make the assets available for service.



Asset & Location Hierarchy and

Asset Management

Management Information Systems Required Physical Asset Management An asset Inventory structured in a hierarchy that rolls-up from

maintainable components to Primary Assets & Service. –Provide the work order planner with a logical set of assets from which the person can

chose the correct asset against which a work order has to be assigned. A Work and Asset Management system supported by an up to date

configured asset hierarchy that manages all work against assets on work orders.

–Support analyses of maintenance resource consumption. –Support analyses of work type and cause of work.

Service Management A Service delivery and event management information system that

integrates vehicle and infrastructure availability. Resource Management A Resource Planning system that ensures resources are available.


EAM Assets & Location Rail Infrastructure Assets Groups - Example

10

Track Specific Primary Assets Supporting Service Delivery


Roll Up Asset Hierarchy Service Service Asset Primary Asset

Level 1 Level 2Impact the

performance of the Service Asset

Sub Asset

Joints BoltedJoints Expansion

Switch Machine - Hand ThrownInsulated JointsImpedance BondsSignalsSwitch Machine/sFouling WiresInsulated JointsControllers Overhead Wire ConfigurationTie SwitchSection Insulatord

Train Detection Circuit Route

Signal/Track Circuit

Switch Circuit

Traction Power Circuit Routes

Rail Transport

Track Segments

Catenary Circuit

Impact the Customer

Impact the performance of

the Service

Sequencial Track Segment and

Turnout Route Turnout

Switch Points

Frog



EAM Business Process Design Example

Level 0: Enterprise Business Process

Planning ( Strategic / Operational / Tactical )

Service Management & Delivery

Train Make - up & Operations

Customer Service Delivery

Asset Management

Rolling Stock Infrastructure

Work Management

Corporate Financial Management

Human Capital Management Logistics ( Procurement and Materials ) Management

Information Technology

Integrated Management Information

for Performance

Analysis

Developed during the SAM Project by Amtrak & Accenture


Level 1: Standard Maintenance Business Process Flow (Activity Based)

Service Call and Reactive Work Encada LLC

Tech

nici

an/M

aint

aine

rM

aint

enan

ce

Sup

ervi

sor

Ser

vice

Fai

lure

Id

entif

ier

Mai

nten

ance

C

oord

inat

or

Work Identification & Backlog Management

Work IdentificationAssessment Execute Report &

Follow-upWork Order Planning

StartOutage

Observed

Call Maintenance Coordinator

Call Maintenance Supervisor

Open Service Call WO

Clock Start

Manage Backlog &

Identify Technician

Assign Technician to Service Call

Arrive at Location

Function ?Attempt Reset TroubleshootNo

Yes

Perform Work

No

ID Cause & Remedy?

Request Support

Define ProblemCause

Remedy

Assign Technician

Yes

Report Time, Parts etc.

against WO

Release the Service Call WO and stop

Clock

Change Status Of Service Call

To “In Progress”

Open CM WO

Obtain & Coordinate Resources

• Labor• Parts• Tools• Services

Assign CM WOReview, Close and Release

CM WO


Level 2: Business Process Flow

Activity Based Flow with: 1. Roles and responsibilities in horizontal swim lanes 2. Level 1 Activities in vertical swim lanes

Railroad Data Model

Train Schedule 2158 184 2160

2158 184 2160

Costs KPIs

…….

Fully Wired Operations Demand

Manifest

Customer Experience &

Feedback

Reliability KPI

Reliability KPI

Availability KPI

Engineering Infrastructure

Availability KPI

Mechanical Equipment

Planned

Unplanned

Planned

Unplanned

Incident

Labor BOM

Long Lead

Labor Long Lead Services

? Challenge

Transform data into

management information

Vehicles •Locomotives

•Cars

Station Infrastructure

•Track Route •Signal

•Elect. Traction

Yard

Crew

Dispatch

Customer •Purchase Ticket


EAM & ERP Integration Maximo & SAP Example


Enterprise Asset Management EAM

Data

One EAM Maximo for Operations

Management of the physical assets of a company to maximize value.

Enterprise Resource PlanningERP

Data

Management of the financial, human, and materials resources.

SAP

Integration

IBMMaximo

How to integrate the EAM system with the ERP system to measure

financial & operational performance of the train

service.

EAM & ERP Integration Data Relationship Model

Rolling Stock Assets

Fixed Infrastructure Assets

EAM

Primary Asset (Electrified, Signalled, Track

Route & ROW Structures/Facilities

Primary Asset (Units)

Available for Service

Primary Asset (Train)

Transportation Assets

Func

tiona

l Loc

atio

n

PS -

WB

S El

emen

t (O

PEX)

ERP Data Elements

PS -

WB

S El

emen

t (C

APE

X)

21

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Asset Management Systems Information

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