trapeze eam sgr conference march 2015

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Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 1 Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. EAM Systems for State of Good Repair Performance Monitoring Brett Koenig Trapeze Industry Solutions Manager Enterprise Asset Management

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Page 1: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 1Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved.

EAM Systems for State of Good RepairPerformance Monitoring

Brett KoenigTrapeze Industry Solutions Manager

Enterprise Asset Management

Page 2: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 2

Where Should Asset Performance Measurement and Reporting Reside?

EAM(s)

Finance

ERP

Custom

Development

BI/Reporting Tools

Standalone

Spreadsheets

Page 3: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 3

• In the rush to comply with SGR performance monitoring guidance, danger of setting off down the wrong path exists

• A commercial-off-the-shelf (COTS) EAM system should be at the core of your agency’s SGR and asset performance measurement strategy

• Why EAM? EAM consolidates vital data into a single “living” system, by being:

• Agency-wide

• Dynamic

• Integrated

… with built-in reporting and analysis capabilities

“The Nut”

Page 4: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 4

Things EAM Systems Do Well

• Track detailed data to increase efficiency and reporting capability– Data is power! … “whoever has the best data tends to win”

– Track all assets across the organization

– Track detailed data (static and dynamic)

– “What gets measured, gets managed”… whether a maintenance goal or an asset management goal

• Group similar equipment together for analysis– Asset Breakdown Structure, Asset Classes, Component Relationships

– Refurb/overhaul and replacement planning

• Automate as much as possible– PM/inspection scheduling

– Telematics/ITS, capturing usage

– Asset Condition Assessments/Inspections

Page 5: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 5

Things EAM Systems Do Well

• EAM is a tool to support asset management best practices… a continually-improving system that can:

– Plan: Establish goals (metrics) regarding asset standards

– Measure: Track adherence to plans/achievement of goals

– Evaluate results

– Improve; Propose, test, and implement changes

Page 6: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 6

Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide Data -Dynamic

“Living System”

EAM

Page 7: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 7

Vehicles

Components

Facilities

Rail Infrastructure

Other Systems

EAM features:

• Full asset inventory and

rollup

• Lifecycle management

• Procurement, rehabilitation,

& replacement management

• Historical cost tracking

• Performance management

• Condition monitoring and

SGR assessment

Agency-wide: EAM Tracks all Transit Assets

Inspections,

service, and

maintenance?

Page 8: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 8

Common EAM Database (SQL)

Fleet Railcar Linear Facilities

All Transit Infrastructure

Agency-wide: EAM Building Blocks

Page 9: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 9

Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide

EAM

Data:Dynamic

“Living System”

Page 10: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 10

• EAM systems track and consolidate the “vital signs” of your infrastructures health…

EAM System “DNA”: Asset Data Supports Performance Measurement

… from the static Basic Information (Age, Manufacturer, etc.)

… to dynamic (real-time) data that are indicators of “condition”

• Telematics (“Health monitoring” event data), etc.

• Remote condition monitoring

• Geometry car

• Asset hierarchy data tracked:

– Agency organization structure

– Asset Breakdown Structure (series, classes)

– Asset hierarchy (parent-child relationships)

• This data is essential for grouping, analyzing and reporting on asset health and performance

Page 11: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 11

EAM System “DNA”: Asset hierarchy Example (Rail Interlocking)

Asset (Parent)

Child

Asset Type

(TERM Lite)

Systems – Train Control – Interlocking (31500)

Page 12: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 12

LRV101

EAM System “DNA”: Asset hierarchy Example (Rolling Stock)

Asset

Component

Asset Type

(TERM Lite)

LRV202

Revenue Vehicles – Light Rail (52000)

Page 13: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 13

LRV101

• Static Data:– Asset ID

– Asset Breakdown Structure (ABS)

– Manufacturer / Model

– Serial Number(s)

– Estimated Useful Life

– Replacement Date/Cost

EAM System “DNA”: Asset Data

• Dynamic Data:

– Age

– Usage (Mileage)

– Fuel/Fluid consumption

– Service Status (Availability)

– Condition

– Work Order History

– Defects/Service Requests

– PM/Inspection Compliance

– Incidents/Accidents/Roadcalls

Page 14: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 14

Common EAM Database (SQL)

Fleet Railcar Linear Equipment

All Transit Infrastructure

Data: EAM as a “Living System”

Asset and WokManagement

End User

Input

Page 15: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 15

Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide

EAM

Data:Dynamic

“Living System”

Page 16: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 16

Integrated - EAM consolidates the “vital signs” of your infrastructure

• EAMs consolidate data from multiple systems

– Fuel/Fluids dispensing

– Incidents

– Telematics (“Health monitoring” event data), etc.

– ERP/Finance

Page 17: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 17

Common EAM Database (SQL)

Fleet Railcar Linear Equipment

All Transit Infrastructure

EAM System Building Blocks: Reporting

Asset and WokManagement

• Fueling• Incidents• Telematics

(“Real-time Health Monitoring”)

End User

Input

Integra-tions

Page 18: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 18

Reporting

Why EAM for Performance Measurement?

Integrated

Agency-wide

EAM

Data:Dynamic

“Living System”

Page 19: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 19

LRV101

EAM System “DNA”: Asset Data

• Dynamic Data:

– Age

– Usage (Mileage)

– Fuel/Fluid consumption

– Service Status (Availability)

– Condition

– Work Order History

– Defects/Service Requests

– PM/Inspection Compliance

– Incidents/Accidents/Roadcalls

• These data are the “building blocks” for Performance Measurement

• Data can be rolled-up at whatever level (asset type, etc.)

Page 20: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 20

Sample Performance Measures from EAM

• Physical Condition– Condition score– Average age

• Financial– Cost of maintenance– Cost per mile

(including/excluding factors)

– % of assets at SGR (>2.5)

– Dollar SGR backlog– % of need funded

• Safety– Incidents per month– Failures (MTBF, MDBF)– Equipment-related

accidents

• Service Reliability– Missed pull-outs– In-service failures– Equipment failures– Slow orders

Page 21: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 21

Common EAM Database (SQL)

Fleet Railcar Linear Equipment

All Transit Infrastructure

EAM System Building Blocks: Performance Reporting

Asset and WokManagement

• Fueling• Incidents• Telematics

(“Real-time Health Monitoring”)

End User

Input

Outputs

Integ-rations

Page 22: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 22

EAM Reporting: Performance Measures

Page 23: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 23

EAM Reporting: Export to Term Lite

Export asset data from EAM in FTA’s “TERM Lite” model format

Page 24: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 24

• Separate, standalone systems for SGR and performance monitoring are not ideal

– Asset conditions and performance indicators constantly change over time

• Custom-developed solutions are isolating and resistant to change

– Staying “looped in” with peer agencies is critical

• Transit-focused EAM systems continue to evolve with industry standards (MAP-21, etc.)

Conclusions

• A commercial-off-the-shelf (COTS) EAM system should be at the core of your SGR and asset performance measurement strategy

Page 25: Trapeze EAM SGR Conference March 2015

Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 25

Questions?