2015 api insp summit - mobideo presentation
TRANSCRIPT
Real Time Situational Awareness and
the Turnaround Inspection Work
Process
API Inspection Summit
Galveston, TX
01.29.2015
Intelligent Business Operations
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
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
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
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
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
Defining the Work Flow
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
Process
Job
Task
Sub-Task
step
12. (A) Measure shell
thickness
Differentiator – Granularity
Enabling better control, historical accuracy and analytics
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
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
Enabling and Customizing Practices and Procedures
Low Code Studio
Enables uploading and updating of content (SOPs) and context
(workflow design)1. Import content
2. Manage metadata
3. Publish
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
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
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.
Unique login credentials
Meta-data
automatically
populated from a
complimentary
DB
Task Packets showing
status to field worker
Pre-populated field values
Mandatory fields
(cannot sign off task if
field not checked)
Mobile Application Main Inspections Screen
Guidance, background, e-learning is easily presented
within the natural flow of work, in context to the
worker as designed by the SME
Photos, videos, etc. can be pre-
assigned or taken ad hoc and
associated in context
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
Issue reports generated
ad-hoc or per criteria and
routed for review and
approval
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
Dashboards, Reports and Analytics
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
TAR Work Request
Work Packages Progress Portal View
PB Package Built - HT Hydro Test Complete - SR System Restored
FA Final Acceptance - TO Turned Over to FCO
Personalized dashboard presenting
situational awareness based on KPIsTask progress barReal time task
execution view
Portal – REAL TIME Management View
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
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
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
Q & A
Enabling Operational Integrity
Contact – Greg Alvarado, Senior Vice President