2015 api insp summit - mobideo presentation

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Real Time Situational Awareness and the Turnaround Inspection Work Process API Inspection Summit Galveston, TX 01.29.2015 Intelligent Business Operations

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Page 1: 2015 API Insp Summit - Mobideo Presentation

Real Time Situational Awareness and

the Turnaround Inspection Work

Process

API Inspection Summit

Galveston, TX

01.29.2015

Intelligent Business Operations

Page 2: 2015 API Insp Summit - Mobideo Presentation

Sample Use Case

Turnarounds – Streamlining and Automating Work

Execution Processes

1. Maintenance Work - GO

2. Inspection Work

a) TAR Work Requests

3. TAR Work Packages

• Turnaround process

• Challenges

• Pilot project results

• Robust Closed-Loop Information, Communications and

Reporting Framework

• Enabling and customizing workflows and SOPs

• Mobile, Portal, Dashboards, Reports and Analytics

Page 3: 2015 API Insp Summit - Mobideo Presentation

Turnaround Main system components

• Planning starts 2 years in

advance

• Past experience, on-stream

data, PM’s, known issues,

are used to estimate work

• Work scope challenge

sessions occur

• Strategies and work

packages are created

• Packages are pushed to

software to manage work

from a macro task level

• Work is assigned

• Work is executed

• Lessons learned & Post-TA

Analytics

Page 4: 2015 API Insp Summit - Mobideo Presentation

Turnaround Challenges

• Increased industry pressure on costs and safety

• Limited access to essential information in the field

• Difficulty ensuring critical work execution Compliance with protocols

• Limited visibility into activities' status

• Difficult to Collaborate information across platforms

• Information housed and managed in disparate locations by differing

parties

• Surprise Findings not resolved efficiently

• Delays due to inadequate preparations or poor workmanship

• Inaccurate records of past TA work execution performance

• Difficult to aggregate information across platforms for KPI’s and status

dashboards

• Difficult to know overall packages completion vs. elapsed time during

the TA

Page 5: 2015 API Insp Summit - Mobideo Presentation

DATA RENDERING

WORKFLOW MGMT.

TRANSACTIONS MGMT.

SECURITY MGMT.

DATA REPOSITORY

Mobile

App

DOC PDF XLS

ERP, EAM, EH&S, and other middleware

and enterprise applications

Real-time and granular analytics

MobilePortal

On cloud / On premises

Mobideo Engine

High level data flow

Page 6: 2015 API Insp Summit - Mobideo Presentation

The Mobideo solution

Converting forms/documents into a managed business process

Any form/document portalMobile

• Any format/content

• Structured/non-

structured

• From file or from ECM

• View tasks

• Follow processes

• Collect data

• Validate data

• Perform tests

• Manage tasks

• Real time analytics

• Event driven reporting

• Predictive analytics

Page 7: 2015 API Insp Summit - Mobideo Presentation

Defining the Work Flow

Page 8: 2015 API Insp Summit - Mobideo Presentation

Turnaround

Jobs

The Turnaround (TAR) process is built in

the system in three layers

WFMT

UT

510 VI

ECT

Defines Specific

TAR Name and

Start and end

dates

Defines Packs of

tasks/work for a

specific Site and

specific

Equipment. Idelly

pushed from

CMMS, EAM,

IDMS

Defines a specific

inspection or other

task (e.g. WFMT,

hydrotest, weld

repair, etc.) to be

performed on

specific Equipment

Created in Studio or

pushed from detailed

SW, e.g. IDMS

Page 9: 2015 API Insp Summit - Mobideo Presentation

Process

Job

Task

Sub-Task

step

12. (A) Measure shell

thickness

Differentiator – Granularity

Enabling better control, historical accuracy and analytics

Page 10: 2015 API Insp Summit - Mobideo Presentation

IWR

Inspection created

Not Started On going

Inspection Started

Pending Approval

TWR Issued IWR Approved

Completed

TWR completed

Inspection Progress

Sta

tus P

rogre

ss

Overall Inspection Status progress with IWR

Status progress without IWR

End Date and TimeStart date and time

Inspection progress with no unanticipated findings

All work progresses as planned, on time

Typical TAR takes 3 to 13 hours for receipt of the TWR for action

Mobideo automates the process, collapsing this time to minutes

Mobideo documentation minimizes risks of communication lapses

GO

Page 11: 2015 API Insp Summit - Mobideo Presentation

Process building steps

Create A TA

Dates (start &

end)

TA Name

2

Template Name

Create

Inspection Plan

Templates

Tasks (individual

inspections)

1

Create

Inspection

Strategy

Select

existing:TA Name

Template Name

Add:Equipment

3

of generic Inspection

Strategies Templates, for

different Equipment Types

Like: a generic plan for Cold

Separator/ Hot Separator/LP

Stripper feed

In the filter group screen create

the TA for a specific period.

• Select the already existing TA

• Select (from the “library”) the

appropriate template

• Select the Equipment to be inspected

• Select the Team Group/Team

Create a “library”Create the

upcoming TA

Team

Group/Team

Create the

Inspection

Strategy

Page 12: 2015 API Insp Summit - Mobideo Presentation

Enabling and Customizing Practices and Procedures

Page 13: 2015 API Insp Summit - Mobideo Presentation

Low Code Studio

Enables uploading and updating of content (SOPs) and context

(workflow design)1. Import content

2. Manage metadata

3. Publish

Page 14: 2015 API Insp Summit - Mobideo Presentation

For example:

- Task details

- Employee ID

- Site ID

- Tools

- Serial number

- Raise defect

- Demand

material

- More….

ERP, EAM and others…

SOP’s & Checklists

Build from the original documents with dynamic fields

generated from ERP, EAM, IDMS and other systems with SME direction

Page 15: 2015 API Insp Summit - Mobideo Presentation

Inspection Protocol

Combining Information & Best Practices Delivered to Point of Service

Functional location data

Due date for completion

Equipment class characteristics

Order & notification data

Data from ERP/EAM Order & notification

Data Inspection

details to inspection

DB

Data into ERP/EAM

Operational procedures

Maintenance procedures

Engineering procedures

Procedures & Engineering Stds’s

Data into Inspection DB

Inspection summary

& detail results

Who performed the

inspection

Scope of the

inspection

Inspection results

Recommendations

for follow up

actions

Other data sources

Source:

http://www.bpvinspector.com

Source: Guide to Protective Coatings: Inspection and Maintenance, by: Tom N. Bortak

United States Department of the Interior, Bureau of Reclamation, Technical Service Center

Page 16: 2015 API Insp Summit - Mobideo Presentation

Step 2 – Create or Import a Work Package

Select The TAR or event under

which the Inspection strategy

will be performed

Add Site/Unit Equipment and

Team

Select Inspections or directly feed

macro-tasks from a complimentary

CMMS, IDMS, or EAP Program. Build

the task package here.

Page 17: 2015 API Insp Summit - Mobideo Presentation

Unique login credentials

Page 18: 2015 API Insp Summit - Mobideo Presentation

Meta-data

automatically

populated from a

complimentary

DB

Task Packets showing

status to field worker

Page 19: 2015 API Insp Summit - Mobideo Presentation

Pre-populated field values

Mandatory fields

(cannot sign off task if

field not checked)

Mobile Application Main Inspections Screen

Page 20: 2015 API Insp Summit - Mobideo Presentation

Guidance, background, e-learning is easily presented

within the natural flow of work, in context to the

worker as designed by the SME

Page 21: 2015 API Insp Summit - Mobideo Presentation

Photos, videos, etc. can be pre-

assigned or taken ad hoc and

associated in context

Page 22: 2015 API Insp Summit - Mobideo Presentation

Copyright 2013 MOBIDEO TECHNOLOGIES LTD . All rights reserved. Confidential and Proprietary Information

On the Spot Validation to

Ensure Consistency of Data

Across Equipment and

Employees

Mobile application sample screenshots

Page 23: 2015 API Insp Summit - Mobideo Presentation

Issue reports generated

ad-hoc or per criteria and

routed for review and

approval

Page 24: 2015 API Insp Summit - Mobideo Presentation

Copyright 2013 MOBIDEO TECHNOLOGIES LTD . All rights reserved. Confidential and Proprietary Information

Capture any video, image or

sensor data with employee

notation useful for work

approval, documentation

and quick response to

unanticipated conditions, in

real time.

Mobile application sample screenshots

Page 25: 2015 API Insp Summit - Mobideo Presentation

Dashboards, Reports and Analytics

Page 26: 2015 API Insp Summit - Mobideo Presentation
Page 27: 2015 API Insp Summit - Mobideo Presentation

Copyright 2013 MOBIDEO TECHNOLOGIES LTD . All rights reserved. Confidential and Proprietary Information

“History” traceability at

every step

Detailed data capture with

instant knowledge of when

and where

Portal sample screenshots

Page 28: 2015 API Insp Summit - Mobideo Presentation
Page 29: 2015 API Insp Summit - Mobideo Presentation

TAR Work Request

Page 30: 2015 API Insp Summit - Mobideo Presentation

Work Packages Progress Portal View

PB Package Built - HT Hydro Test Complete - SR System Restored

FA Final Acceptance - TO Turned Over to FCO

Page 31: 2015 API Insp Summit - Mobideo Presentation

Personalized dashboard presenting

situational awareness based on KPIsTask progress barReal time task

execution view

Portal – REAL TIME Management View

Page 32: 2015 API Insp Summit - Mobideo Presentation

Turnaround Execution solution - Results

• Ensured critical work execution complies with protocols,

practices and procedures

• Provided real-time visibility and access to essential

information from the field

• Provided full visibility into the status and quality of work in

real time

• Simplified and unified the work requests/orders execution

process

• Integrated information across digital platforms for work

instructions, work lists, KPI’s & dashboards and work

completion

• Enabled unified communications across

functions/departments quickly, organized systematically

Page 33: 2015 API Insp Summit - Mobideo Presentation

Turnaround Execution solution – Results (Cont.)

• Surprise Findings (growth, IWRs, re-work) handled in an efficient,

interdependent manner

o Eliminates delayed reporting

o Automates the IWR/IWO/TWR process

o Coordinators respond immediately to findings and re-work requests

o Integrated, coordinated communications network to manage all work

execution in a closed loop process

• Eliminate delays due to inadequate preparations or poor workmanship

• Provides accurate records of past TA work execution performance to

any desired level of detail

o Typically, historical information limited in details, coarse

Mobideo’s detailed documentation eliminates guesswork, and

unnecessary subjective decision-making of post TAR work

execution performance for future planning

Page 34: 2015 API Insp Summit - Mobideo Presentation

Actual T/A Pilot Accomplishments Client

CritiqueNameID

Provided real-time status of TA activities to inspection and TA coordinators1

Enabled real-time awareness of IWO generation and completion. Inspectors generating IWR’s from the

field move on to the next task while the IWR progresses

2

Provided management/airport view for real-time status of all equipment during the turnaround.3

Provided the ability to respond to changing conditions in real-time4

Enabled and automated email notifications- Improved handoff of information between shifts/parties etc.

– Automated IWR process

5

Defines, maps, institutionalize, and standardize a new “Best Practice” for turnaround management.6

Roles and task were defined, deployed, executed and managed in a coordinated process.7

Automated the reporting and management of all work packages8

Page 35: 2015 API Insp Summit - Mobideo Presentation

Q & A

Enabling Operational Integrity

Contact – Greg Alvarado, Senior Vice President

[email protected]