Assuring Asset Documentation Integrity with Automated Business Processes for the Enterprise Mike W. Jones Vice President Marketing McLaren Software
Hotel Monteleone New Orleans, LA * March 31 – April 2
McLaren Software Background Leader in engineering-centric intellectual work management applications Large Customer Base – 500+ Customers across 47 countries including 250 of Global 2000 – 50,000+ EE Users 80 Implementations
13+ years ECM / Engineering domain knowledge Wide Geographic Coverage – Offices in UK, USA, and Germany – Channel partners in EMEA, Asia Pac, and Latin America
Strength in Partnerships – Microsoft Gold Accredited Partner, Powered SAP NetWeaver Accredited, Autodesk Authorized Developer
ISO 9001:2000 accredited company – Auditable and proven Quality in all aspects of McLaren activities
Target Markets & Key Customers Utilities
Natural Resources
Design, Construction & FM
Life Sciences
Assuring Asset Documentation Integrity Assure – Promise, guarantee, declare, confirm, secure, verify, comply, manage
Asset – Facility, plant, system, building, advantage, benefit
Documentation – Documents, drawings, schematics, content, procedures, records, information
Integrity – Truth, reliability, quality, control
It’s BIG The value of these assets is measured in billions of dollars Each asset has a daily cost & revenue stream in the millions of dollars Providing hundreds of thousands of dollars of profit per day
Asset Documentation Challenges Sheer volume of documentation Documentation can have critical dependencies making it very complex to manage Asset documentation comes from many sources, both internal and external Documentation changes must be recorded and communicated in a controlled manner Plant shutdowns can require that all asset documentation is reviewed & approved prior to start-up
Asset Documentation Risk Access to wrong content can result in: – Project delays • Increased costs – Increased plant down time • Reduced income – Health and safety issues • Increased fines and compensation – All this can result in bad PR • Reduced shareholder confidence and value
Creating Sustainable Business Value Driving the Needs of Plant & Facility Management
Processes for Managing Asset Documentation Vault
Handover Vault Quality Controller
Reconciliation
er ov nd Ha
Vault Liaison
Masters
Re trie va l
Handover Team
Released
Vault Manager
External Parties Project A
Project B
Process Summary Vault Related – – – – –
Retrieval Handover Reconciliation Revision Transfer
Project Related – Work – Review – Approval
3rd Party Related – Transmittals – Submittals
Enterprise Engineer Application Suite EE EE for for Assets Assets
EE EE for for Projects Projects
EE EE Transmittals Transmittals Repository
Handover Handover Vault Vault Quality Quality Controller Controller
Project A
Handover Handover Team Team
Vault Manager
Vault Liaison
EE Transmittal Portal
Project Project Work Work
Controlled Controlled Collaboration Collaboration Project B
Vault Vault Released Released
Project C Masters Masters
Controlled change management Concurrent engineering Automated work process
Acknowledgement Acknowledgement Accept Accept/ /Reject Reject
Active document management Project focused Work management Proactive reporting
External Recipients
Full audit trail Electronic receipt & acceptance Proactive reporting & management
Thoughts for Discussion What challenges do you face around managing your asset documentation? – Is it easy to find – Are you confident that you have the right documentation at the right time?
Does your business face regulatory issues around asset documentation?