sap pm presentation bmansi_ppt1

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What’s Your SAP EAM Roadmap? B j i JM i PE Benjamin J. Mansi, PE Vesta Partners, LLC A il 22 2010 April 22, 2010

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Page 1: SAP PM Presentation Bmansi_ppt1

What’s Your SAP EAM Roadmap?p

B j i J M i PEBenjamin J. Mansi, PEVesta Partners, LLC

A il 22 2010April 22, 2010

Page 2: SAP PM Presentation Bmansi_ppt1

Session Overview

Page 3: SAP PM Presentation Bmansi_ppt1

Takeaways

1. We can use SAP EAM as our tool implement basic to

advanced maintenance management strategies and g g

solutions

2 H I t ti i l t ti h2. Hmmm – Interesting implementation approaches

3. We can use SAP EAM better than we have in the past –

there is room to improve and optimize

4. We are pretty good at how we use SAP EAM but recognize4. We are pretty good at how we use SAP EAM but recognize

there are more opportunities

Page 4: SAP PM Presentation Bmansi_ppt1

Agenda

Roadmap to SAP EAM and Maintenance Excellence The SAP EAM Decision

Functional Considerations – Quick Demo

Hidden Features - Exposed

The Implementation ApproachBig bang

Phased approach

Pilot and roll-out

A l t d d lAccelerated model

SAP EAM Optimization

EAM Continuous Improvement

Page 5: SAP PM Presentation Bmansi_ppt1

Why SAP EAM? – The Decision

Master Data

W k M PWork Management Process

Identify, Evaluate, Approve, Plan, Schedule, Execute,

Complete, Analyze/Report

Preventive / Predictive / Condition MaintenancePreventive / Predictive / Condition Maintenance

Hidden features

Page 6: SAP PM Presentation Bmansi_ppt1

Master Data – The Basics SAP

Functional Locations – Multi level hierarchy

EquipmentEquipment

Sub-Equipment – Multi level

Bills of material – Multi level

Material Serialization

ComponentsComponents

Work centers

Page 7: SAP PM Presentation Bmansi_ppt1

Structured Master Data in SAP

Page 8: SAP PM Presentation Bmansi_ppt1

Functional Locations = Locations

What are they? Provide a place for Industry Applicability

ALLthings to operate Multi level hierarchy of

plant locations

ALL

Industry LimitationsNONE

pBy physical locationSpatialProduction line based,

NONE

Production line based, process based

LinearAccounting / Cost Center g /

basedArea basedSingle asset basedgSimple or complex

Page 9: SAP PM Presentation Bmansi_ppt1

Functional Location = Location

Why Flocs?

Organization of Data

Roll up of costsp

Tracking “LOCATION” and “USAGE” history in addition

i hito equipment history

Free data in work managementg

One time set up and simple mass change if needed

Total security as needed

Page 10: SAP PM Presentation Bmansi_ppt1

Equipment = Equipment/Asset

What is an Equipment? Physical assets Industry Applicability Physical assets Production equipment Medical equipment

Industry Applicability ALL

Industry LimitationsMedical equipment IT Equipment Buildings and grounds

Industry Limitations NONE

g g Rotables Utilities and infrastructure Fleet, Transportation Etc.

Page 11: SAP PM Presentation Bmansi_ppt1

Equipment = Equipment

Wh t ?Why create? Core / fundamental reason why many companies are in

business !business !

Document physical asset details and specifications

C ll t d t k lif l t hi t Collect and track lifecycle cost history

Collect and track lifecycle technical history

k l k ( d f d ) Track capital work (modifications and improvements)

Track location and use

Track uptime (or downtime)

Coordinate preventive, predictive & condition maint.

Disposal

Page 12: SAP PM Presentation Bmansi_ppt1

Bills of Material = Spare Parts List

What is a BOM? In maintenance, list of

common repair parts

Industry Applicability ALL

common repair parts

Why? Facilitate planning of

Industry Limitations NONE

Facilitate planning of repairs

Page 13: SAP PM Presentation Bmansi_ppt1

Work Centers = Crafts, Equipment

What is a WC? Identifies the type of skills

and list of available resources

Industry Applicability ALL

dand list of available resources to do work

Why

Industry Limitations NONE

Why Support capacity planning,

scheduling and dispatching of resources

Page 14: SAP PM Presentation Bmansi_ppt1

MRO Materials and Components; Serialization

Components Purchased

St d i i t

Serialized Components Purchased

St d i i t Stored in inventory MRP relevant Costed

Stored in inventory MRP relevant Costed Costed

Quality inspected Flexible UOM

Costed Tracked individually Warranty tracking optione b e UO

Linked to Documents Used on Bills of

a a y a g op o Lifecycle history Commonly Repairable

Materials for planning Might not be equipment Be careful – gauge level

of effort!!of effort!!

Page 15: SAP PM Presentation Bmansi_ppt1

Work Management Process

1) Work Identification2) Evaluation2) Evaluation3) Approval4) Planning4) Planning5) Scheduling6) Di t hi6) Dispatching7) Completion8) k8) Rework9) Work Analysis and 10) KPI Reporting

SAP

Page 16: SAP PM Presentation Bmansi_ppt1

One Page Planned Work Order

Page 17: SAP PM Presentation Bmansi_ppt1

Proactive Maintenance

Preventive Maintenance

Maintenance plan

Strategy planSingle cycle plan Multiple counter plan1

Time-based Performance-basedTime based Performance based

Just about all scenarios SomeJust about all scenarios – Some exceptions like aging equipment

Page 18: SAP PM Presentation Bmansi_ppt1

Hidden Features

IntegrationIntuitive natureScalabilityTraceabilityAudit trailEase of useVisibilityVisibilitySecurityOpen ArchitectureOpen ArchitectureStandard business processes

Page 19: SAP PM Presentation Bmansi_ppt1

Integration – Pre-wired and real time

Integration between

COMM PS

- Cost centercontrolling

O d

Integration between modules is pre-wired,

seamless and real-time.PS-- Material master

- Inventorymanagement- Purchasing- Contractor

- Ordercontrolling -- Project structure

and controlling- Budgets

PM

*

AM-- Asset master- Depreciation- Capitalization

PP-- Availability check

for production resources

PM-- Technical objects

- Resource- Planning +

processing of tasks

HR*

QM-- Test equipment

- Calibration tasks- Calibration

MM-BD-- Documents- Archiving

- History + Analysis

HR- Qualifications

- Manpowerplanning

Calibration results

Archiving

Page 20: SAP PM Presentation Bmansi_ppt1

Integration with Material Management

Work Management and Material Integration:

•BOM Selection•Material Availability

Page 21: SAP PM Presentation Bmansi_ppt1

Integration with Internal Cost Controlling

Page 22: SAP PM Presentation Bmansi_ppt1

Integration with Project System

Simple assignment on the work order

provides full logisticprovides full logistic integration with a simple or complex

project.

Project Report

Page 23: SAP PM Presentation Bmansi_ppt1

Integration with Asset Management

Integration between maintenance

i t dequipment and financial assets a

simple synchronized master record data

point.

Page 24: SAP PM Presentation Bmansi_ppt1

Integration with Production Planning

In SAP show equipment master and PP confirmation

Page 25: SAP PM Presentation Bmansi_ppt1

Integration with Quality Management - Calibrations

Page 26: SAP PM Presentation Bmansi_ppt1

Intuition Built in to “SAP Environment Menu” (or double click)( )In SAP show IH01

Page 27: SAP PM Presentation Bmansi_ppt1

Traceability and Audit Trail – Status Changes

Page 28: SAP PM Presentation Bmansi_ppt1

Traceability and Audit Trail - History

Page 29: SAP PM Presentation Bmansi_ppt1

Traceability and Audit Trail – Action Log

Page 30: SAP PM Presentation Bmansi_ppt1

Ease of Use – The User Interface

Many options to simplify the user interface

Standard configuration

Custom transaction

Adobe Forms

P l Portal screens

SAP I&I (Integration and Intelligence)

GUI T S ti D i T l GUIxT screens – Synactive Designer Tool

3rd party solutions – NRX-VIP (Visual Information for Plants)

B t ti Si lif hi hBest practice – Simplify high use screens

Work Identification

W k C l ti Work Completion

Page 31: SAP PM Presentation Bmansi_ppt1

One Screen Order (Plan and Schedule)

Page 32: SAP PM Presentation Bmansi_ppt1

One Screen for All Master Technical Objects

Page 33: SAP PM Presentation Bmansi_ppt1

Visibility and Security

d ’ lReporting and KPI’s across plants

Business objects – BOBJ

Business IntelligenceBusiness Intelligence

All master data managed consistently in one data base across plants

Change in one plant while view of other plants – Flexible and robust authorization and security

In SAP show BW report example

Page 34: SAP PM Presentation Bmansi_ppt1

Implementation Roadmap

Making the decision then what

Roll-out optionsRoll out options Big bang

Ph d h Phased approach

Pilot and roll-out

Accelerated model

Page 35: SAP PM Presentation Bmansi_ppt1

Big Bang EAM

Definition – Multi-site/plant go live at all sites at once

Considerations Data sources - >1 legacy

once

g y Data Conversion Training Security Security Support – Team bandwidth

Page 36: SAP PM Presentation Bmansi_ppt1

Phased Approach – Groups of Plants/Sites

ConsiderationsSi il diff t l t Similar or different plants Size Organization Change management Training resources

Legacy systems Common across or disparate Support

Page 37: SAP PM Presentation Bmansi_ppt1

Pilot site

Choosing locationChoosing location Representative plant Plant size

Legac conside ations Legacy considerations Mature in processes or in most need? How many relevant sites?

Abilit t t d diAbility to standardizeControlled roll-out with overlapping teams!!

Advantages Less time to implement Leverage project team for roll-outs

Disadvantages Longer time to go-live Larger implementation team Leverage project team for roll outs

Test the design Reduced risk – Better end user

support and coverage

Larger implementation team How many relevant sites?

More risk – thinner resource coveragesupport and coverage

Retire legacy soonercoverage

Legacy costs

Page 38: SAP PM Presentation Bmansi_ppt1

Accelerated Implementation

Generally speaking [3 - 6 months]

Considerations Single plant

Pilot for other locations

Business processes in place – little change mgt

Single legacy with full dataSingle legacy with full data

Standard use of SAP

Pre-configuration of best practicesPre configuration of best practices

Custom development

Page 39: SAP PM Presentation Bmansi_ppt1

Project Delivery Approach Thought

Project success is rarely a result of one great idea, g ,

but many good ideas.

TEAMWORK!!!!!!!

Page 40: SAP PM Presentation Bmansi_ppt1

Session Summary

Page 41: SAP PM Presentation Bmansi_ppt1

Optimized? Life Cycle decisions

Specify and Decommission

What was it designed to

do?

Does Finance know that we deactivated

the equipment?Designand Disposal

doq p

Modify

Details on

Continuous Improvement

Modify and

Improve start up issues

What are the

Improve

Procure and Build

Operate and Maintain

operating conditions?

Page 42: SAP PM Presentation Bmansi_ppt1

SAP EAM Health and Usage Check

I t EAM l ti

Was your system configured with best practices in mind?

Is your current EAM solution providing the expected performance?

Was your system configured with best practices in mind?Consistent is data entry: For Equipment, MaterialsComplete and detailed preventive maintenance work Co p ete a d deta ed p e e t e a te a ce oinstructionsOverhauls - pre-planned as task listsComplete and updated BOM’s Check parts issued to orders and check to see if missing on reference object BOMPerformance based PM’s instead of Time BasedPerformance based PM s instead of Time BasedCondition based instead of performance and/or time basedMaster data warranty tracking – Equipment level vs. y g q pcomponent level

Page 43: SAP PM Presentation Bmansi_ppt1

SAP EAM Health and Usage Check

I t EAM l ti idi th t d

Tracking to >75% proactive <25% reactive maintenance

Is your current EAM solution providing the expected performance?

Tracking to >75% proactive <25% reactive maintenanceAbove >>>>> enables longer term planning/schedulingg p g/ g allows a leaner workforce translate into higher reliability and less downtime

M i i OEE? Maximize OEE?Completion of PM’s on timeCreation and sharing of KPI’s across all plantsCreation and sharing of KPI s across all plants

Page 44: SAP PM Presentation Bmansi_ppt1

PM Optimization

Life cycle information Cost and technicalLife cycle information – Cost and technicalAble to measure and maintain reliability/equipment healthSchedule and capacityAssignments to resourcesMaterial requirements planningReporting

C l l ’ Corporate level KPI’s

Maintenance Dept level KPI’s

Optimization

Page 45: SAP PM Presentation Bmansi_ppt1

Optimized? People - Schedule and capacity

Focus on the M – Management

Good schedules are very important

J b i t kill l iJob assignments, skills planning

Are you planners really properly trained in using SAP?

Did you set up good scheduling in SAP?Did you set up good scheduling in SAP?

Proper configuration?

Time to revisit?

MRS ? Multi-resource scheduling

Interface?

Page 46: SAP PM Presentation Bmansi_ppt1

Optimized? Inventory - Get it right with

Organized MRO storeroom

All parts bar-coded

Consider visual BOM’s or catalogs

Revisit MRP and your planning process

Refurbishment of critical and repairable spares

Page 47: SAP PM Presentation Bmansi_ppt1

Optimized? Have you created catalog profiles?

Functional Location

Catalog Profile

• Each functional location/equipment can have a specific list of Cat Codes• The Catalog Profile displays the Codes for that ‘class’ of equipmentequipment

3000

Page 48: SAP PM Presentation Bmansi_ppt1

Optimized? Symptom Coding

Symptom codeSymptom code• Usually entered by Production• Global list of choices• Global list of choices

Symptom

Page 49: SAP PM Presentation Bmansi_ppt1

Optimized? Failure coding

2.1.

Object Part1. Rotary valve? 3

Object Part

ota y a e2. Motor?3. Breaker?

3.

Object Part

Page 50: SAP PM Presentation Bmansi_ppt1

Optimized? Failure coding

Damageand Cause codesand Cause codes

Damage

Page 51: SAP PM Presentation Bmansi_ppt1

EAM is more than just PM

Improve what you

have done

BWKPI

Reporting

HRHuman

ResourcesBasic CMMS

Basic Maintenance

Full Enterprise

AssetManagement

Asset Maintenance

MRO Procurement

and Inventory

PM ModuleMM and BasicProcurement

PSProject

Management

CO reportingCompany

Core Financials

MRPMaterials

Requirements

QMInspection(s)

and ConditionRequirements

PlanningCondition

Information

Page 52: SAP PM Presentation Bmansi_ppt1

The Asset Management PyramidBenefits from Maintenance Managemente e ts o a te a ce a age e t

Benefits from Management of Information

Benefits from Management of Knowledge and Innovation

Asset Life Cycle Optimization

Return on Asset Optimization

ReliabilityAnalysis and Optimization

ProjectManagement

FinancialOptimization

Technical Automation

AdvancedMaintenance Planning MRP Integrated

ProcurementCapacity Planning Skills

SCADAIntegration

Condition Monitoring

RFID,Mobile

Optimization

Reactive Maintenance

Preventive Maintenance

Maintenance Planning

Plant Maintenance – Maintenance Plans, Task Lists

Procurement Planning

Reactive Maintenance

Page 53: SAP PM Presentation Bmansi_ppt1

Session Summary

Page 54: SAP PM Presentation Bmansi_ppt1

TECHNOLOGY - Continuous Improvement

dd l d lAdditional SAP Modules supporting EAMMobile Remote work execution Operator rounds

Bar CodingPortalsCounter based preventive maintenanceMII and MES shop floor integration driving condition basedRefurbishment and rotable spare trackingRefurbishment and rotable spare trackingManagement of External ContractorsReliability and Failure analysisxAPPsWorkflowBAPI’s (Get list)( )

Page 55: SAP PM Presentation Bmansi_ppt1

Additional SAP Modules for EAM – Continuous ImprovementAdditional SAP Modules for EAM Continuous Improvement

WCM - Work clearance management Lock out – Tag out

EHS – Environmental Health and Safety MSDS

DMS – Document Management SystemDMS Document Management System Work instructions, Drawings, P&ID’s

Warranty Claims Management Details of warranty Details of warranty

SRM – Supplier Relationship Management Optimize and simplify MRO part purchases

BobJ Business ObjectsBobJ – Business Objects Special reporting

Rotables Management Cockpit to manager repairable spares

Page 56: SAP PM Presentation Bmansi_ppt1

Enterprise Asset Management . . .

MRO Procurement & Inventory

Asset Maintenance

A complex business process

SAP EnterpriseSystems

SAPInspection & Calibration

Human Resources

3rd Party

SAPNetWeaverApplication

andIntegration

Pl tfRFID and 3rd PartySystemsPlatformRFID and

Mobile Devices

Asset Health Monitoring

Legacy Systems

MaterialsRequirements

PlanningProject

Management

Core Financials

Financial Optimization &

Reliability Reporting

Page 57: SAP PM Presentation Bmansi_ppt1

Technology - Have you thought about mobile?

Link maintenance activities with asset performance and process control informationinformationMobile Access to SAP is becoming much more viable todayyUse technology to help improve wrench time of the work forceOperator Rounds - Early failure identification

Page 58: SAP PM Presentation Bmansi_ppt1

Bar-coding – Orders and Operations

Reduces typing errorsSelf directed crew enablementE pedites time confi mationsExpedites time confirmations

Page 59: SAP PM Presentation Bmansi_ppt1

Bar-coding Materials

Reduces typing errorsExpedites issue/return processExpedites issue/return processAccurate inventory

Page 60: SAP PM Presentation Bmansi_ppt1

New Portal content - Usability

Direct Access Confirmation

Page 61: SAP PM Presentation Bmansi_ppt1

Sample screens

Create your own work list selections

Personalize your work list

Print shop floor tpapers, enter

confirmations, change and display work list

items

Page 62: SAP PM Presentation Bmansi_ppt1

Process

Which is your organization?Has the company really settled into the use of SAP?Often a need for some follow up training

OrOrOrOrOrOrOrOrCredit: Rusty Jarrett/Getty Images

Page 63: SAP PM Presentation Bmansi_ppt1

Business Information - BI

Do you have well developed and agreed on KPIs that can be traced back to the corporate KPIs?

Do you have agreed coding for FMEA type information and are yourDo you have agreed coding for FMEA type information and are your people trained in how to use these codes?

Are you really getting the reports you need?

Page 64: SAP PM Presentation Bmansi_ppt1

Assets - Moving more to reliability

The basic PM functions or simplefunctions or simple preventive maintenance willmaintenance will often not stop the failuresfailures

Page 65: SAP PM Presentation Bmansi_ppt1

00 Work Order Distribution for a Typical Midsize industrial Complex

00

00 Work Order Distribution for a Typical Midsize industrial Complex

00

00

00

00

00

00

00

00

Average Maintenance Cost = $3,963 Average PM Cost = $432

0Failures Preventive Mis

Page 66: SAP PM Presentation Bmansi_ppt1

RCMO/SAP Process Flow

SAP EAM BW

EquipmentEquipmentMaster DataMaster Data

MaintenanceMaintenancePlanningPlanning

MaintenanceMaintenanceExecution &Execution &

DocumentationDocumentation

SAP EAM

MaintenanceMaintenanceAnalysisAnalysis

BW

RCMOOptimizeSt t gi

FMEAFMEA

SystemSystemDefinitionDefinition

StrategyStrategyDefinitionDefinition

StrategyStrategyEvaluationEvaluation

Establish

Strategies

Risk EvaluationRisk Evaluation

Condition Monitoring O tO t

EvaluationCriteriaRCMRCM

Condition Monitoring(Future Integration)

OperatorOperatorRoundsRounds

ConditionConditionMonitoringMonitoring

OperationalOperationalPerformancePerformanceEvaluationEvaluation

MonitoringMonitoring

Page 67: SAP PM Presentation Bmansi_ppt1

Current xAPPS applicable to EAM

RCMO RCMO is a Powered by SAP NetWeaver solution. Through tight

integration with SAP PM, RCMO provides the framework for defining maintenance strategies based upon RCMO and Failuredefining maintenance strategies based upon RCMO and Failure Modes Effects and Criticality Analysis (FMECA) principles.

VIP Role-based Portal views that are easily configured to adapt to y g p

changing work processes. A unified workspace enables speed-of-execution and quality decision-making.

MII Manufacturing Integration and Intelligence (SAP MII) is a Manufacturing Integration and Intelligence (SAP MII) is a

composite application that helps organizations to become more adaptive by connecting the mySAP™ EAM solution to the plant floor in realtime and delivering actionable intelligence to production personnelproduction personnel

Page 68: SAP PM Presentation Bmansi_ppt1

Session Summary

Page 69: SAP PM Presentation Bmansi_ppt1

Takeaways

1. We can use SAP EAM as our tool implement basic to

advanced maintenance management strategies and g g

solutions

2 H I t ti i l t ti h2. Hmmm – Interesting implementation approaches

3. We can use SAP EAM better than we have in the past –

there is room to improve and optimize

4. We are pretty good at how we use SAP EAM but recognize4. We are pretty good at how we use SAP EAM but recognize

there are more opportunities

Page 70: SAP PM Presentation Bmansi_ppt1

Thanks for Attending!

Questions?

Ben Mansi – Vesta Partners610-420-1891

[email protected]