In December 2023 we started a series of three webinars about the theme "asset management enabling technologies". In these webinars, we discuss the different aspects of connectivity and the enabling technologies, which in our opinion is crucial for the successful operation of your assets. In this third webinar, Johan Ferket and Pieter Wielemaker will focus on three important items in the Asset Performance Management (APM) journey: transformational planning, tool and software evaluation and performance tracking. They will provide answer to the questions: - What are the main stage gates in the APM Roadmap? - Which tooling and software are best suited for your situation: how to evaluate and choose? - How to close the loop: APM performance tracking?

1. ASSET MANAGEMENT ENABLING TECHNOLOGIES -3-
APM transformational planning, tool selection & performance tracking
We start at 12.00h. CET
Please ask your questions via the Q&A button the zoom-menu.
During the webinar all attendees are on ‘mute’.
Webinar

2. MAINTAINING A BETTER WORLD

3. ASSET MANAGEMENT
ENABLING TECHNOLOGIES
Webinar

4. MAINTAINING A BETTER WORLD
Johan
Ferket
INTRODUCTION
PRESENTERS
MAINTAINING A BETTER WORLD
Pieter
Wielemaker

5. MAINTAINING A BETTER WORLD
Asset
Register
PM Plans
Resource
Management
Procurement
APM
Asset Performance Management
AIP
Asset Investment Planning
APM Health APM Integrity
APM Reliability APM Safety
Condition Monitoring
& Predictive
Op. Risk
Portfolio Mngt.
Long term, Tactical,
Strategic decision making
Asset
Register
PM Plans
WO
Management
Planning &
Scheduling
Material
Management
EAM
Enterprise Asset
Management
APM Strategy
APM Reliability APM Safety
Short
term
EAM – APM - AIP

6. MAINTAINING A BETTER WORLD
APM
Asset Performance Management
AIP
Asset Investment Planning
Long term, Tactical,
Strategic decision making
EAM
Enterprise Asset
Management
Short
term
LEADING
SUPPLIERS

7. MAINTAINING A BETTER WORLD
STORK AMT – A LEADER IN INDUSTRIAL ASSET MANAGEMENT
TECHNOLOGY IMPLEMENTATION SERVICES
Stork has been included in the
prestigious 'Green Quadrant' of
Verdantix (an independent research and
consultancy firm) as a leader in
Industrial Asset Management Technology
Implementation Services 2024.

8. MAINTAINING A BETTER WORLD
APM TRANSFORMATIONAL PLANNING
TOOL SELECTION & PERFORMANCE TRACKING
1. What are the main stage gates in your APM
Roadmap?
2. Which tooling and software are best suited
for your situation: how to evaluate and
choose?
3. How to close the loop: tracking the
performance of APM.

9. > POLL QUESTION

10. MAINTAINING A BETTER WORLD
STAGE GATES
IN YOUR APM ROADMAP
• List required outcomes using an outcome map
• Define your Business Value
• Assess Current and Required maturity
• Create your APM reference architecture (data)

11. MAINTAINING A BETTER WORLD
1 – STAGE GATES
DEFINE YOUR REQUIRED OUTCOMES
Develop a Strategy Map to
gain an understanding of your
corporate goals, strategies
and barriers.
Select Target Outcomes from
the Strategy Map to focus on
and create a strategy and
approach
Develop a Stakeholder Map
targeting personas connected
with the targeted Outcome to
ensure support
Strategy
Mapping
Outcome
Mapping
Stakeholder
Mapping
| 11

12. MAINTAINING A BETTER WORLD
1 – STAGE GATES
OUTCOME MAP EXAMPLE
Lever #1
Sustain / Increase Availability
Metric: Train/System-wide
availability
Lever #2
Sustain / increase Reliability
Metric: Reliability Percentage
Lever #3:
Decrease Maintenance Costs
Metric: Annual Maintenance
Cost/Asset Capital Value
Lever #4:
Production Efficiency
Metric: Reduce Opex, Reduce
Energy consumption, Flare
minimization
Barriers:
- Many OEM vendors
- Cohesive maintenance strategy
for various equipment
- Different M&D systems
- Limited data integration
- Lack of SME (Experts)
- Different targets for Business &
Operations
Required Capabilities:
- Integrated M&D solution
- Real time View of Assets KOP &
KPI
- System level Predictive
Analytics
- Event/Alarm (HW+SW)
prioritization
- Cohesive Maintenance Strategy
- Work-process Orchestration
- Knowledge Management
Barriers:
- Process upsets
- Auxiliary equipment failure
- False indicators (trips)
- Sensor health
- Asset design / workmanship
- Operator/Human errors
- Knowledge management
- Maintenance strategy
Required Capabilities:
- Real Time integrated Process &
Equipment health Monitoring.
- Predictive Analytics on
Equipment FMEA
- Sensor Health Monitoring
- Knowledge Management
- Decision support System
- Integrated CM (S1, RM&D, SS)
- RCM Compliance
- Integrated Workflow
Barriers:
- Run-to-failure
- Emergency Work Orders (WO)
- Spare Parts planning
- Several OEM’s
- Wrench time
- Time to action
- Aging assets
Required Capabilities:
- Cohesive Maintenance
Strategy for Rotating and
Static equipment.
- Integrated CM on existing
solutions
- Predictive Maintenance
- Inventory/Spare parts
management
Barriers:
- “bottlenecks”- asset &
capacity
- Aging of assets
- System and Equipment level
Performance benchmarking
- Process Optimization
- NG Field Moratorium
- Automation
Required Capabilities:
- Asset Rejuvenation
- Process Optimization
- Real Time Equipment and
Process benchmarking
- Equipment and System level
performance benchmarking
- Knowledge Management
Outcome: Preserve/Increase Reliability, Decrease
Maintenance Cost, Decrease Volumetric Downtime
Persona: CEO, COO, Operations
Metrics: Reduce Annual Maintenance Costs by xx%

13. MAINTAINING A BETTER WORLD
1 – STAGE GATES
DEFINE YOUR APM IMPLEMENTION BUSINESS VALUE

14. MAINTAINING A BETTER WORLD
KPI
Refinery client
Target in 5
years
Benchmark
Site 1 Site 2 Site 3
Availability 95.58% 94.2% 94.1% 97%
• 97% (Solomon)
• Annual increase between 0.5 and
2% (Verdantix)
Maintenance
Budget / ARV
3.38% 3.0% 2.7% Reduce 10%
• 2% (Verdantix/SMRP)
• Annual decrease between 2% and
5% (Verdantix)
Inventory / ARV 2.12% 3.5% 1.50% Reduce 5%
• between 0.3% and 1.5% (SMRP)
• Annual decrease between
1% and 2% (Verdantix)
ARV: Asset Replacement Value
1 – STAGE GATES
APM IMPLEMENTION BUSINESS VALUE EXAMPLE

15. MAINTAINING A BETTER WORLD
1 – STAGE GATES
ASSESS CURRENT AND REQUIRED MATURITY

16. MAINTAINING A BETTER WORLD
0
1
2
3
4
BUSINESS STRATEGY TECHNOLOGY & DATA APM ASSET INTEGRITY APM RELIABILITY OPTIMIZATION DEPARTMENTAL DISCIPLINE ORGANIZATION & PEOPLE
Maturity
APM Maturity Scorecard
current target
1 – STAGE GATES
ASSESS CURRENT AND REQUIRED - EXAMPLE

17. MAINTAINING A BETTER WORLD
1 – STAGE GATES
CREATE YOUR APM REFERENCE ARCHITECTURE (DATA)

18. MAINTAINING A BETTER WORLD
2 – TOOL / SOFTWARE SELECTION
PROCESSEN vs FUNCTIONALITIES
Mechanical
Integrity
Process
Safety
Failure
Elimination
Asset
Health
Asset
Strategy
Maintenance
Reliability

19. MAINTAINING A BETTER WORLD
2 - TOOL / SOFTWARE SELECTION
OTHER SELECTION CRITERIA
Company
IT
Architecture
Interfaces Implementation
License Model
Future
Roadmap
Maintenance
& Support

20. MAINTAINING A BETTER WORLD
Operational scenarios (use cases)
− Build around the TO BE Business Model
Short List
Demonstration
− Based on operational scenarios
− Weighted score list after demonstrations
Preferred APM Solution
− Coverage functional requirements
− Implementation cost fits the budget
− Implementation duration time fits the schedule
− System ” look and feel”
− Impression of the supplier
AS IS
TO BE
Strategic
TO BE
Business
Model
Demos &
Selection
0
50
100
150
200
250
300
350
400
450
500
Vendor 1 Vendor 2 Vendor 3
1. General Information 50
2. Functional Questions of
the solution 430
3. ICT Questions 270
4. Implementation
Management 50
5. License Model 40
2 - TOOL / SOFTWARE SELECTION
APPROACH

21. > POLL QUESTION

22. MAINTAINING A BETTER WORLD
Petro-
Chemical
Mechanical Availability
3 - APM PERFORMANCE TRACKING
PETROCHEMICAL & REFINERY CLIENT RESULTS

23. MAINTAINING A BETTER WORLD
L1
L2
L3
L4
L4
Mechanical Availability
(%)
Planned shutdown
(days)
Turnaround Execution
Performance Index
Turnaround HSE
Performance - LTIFR
Turnaround Environment
Performance - The reported
number of spillage (#)
Turnaround Duration
Compliance (%)
Turnaround Budget
Compliance (%)
Turnaround scheduled
human hour
Compliance%
% Rework
(Work Order Base)
(Weighted Average %)
TAR contractor score
card
(weighed average %)
TAR interval (years)
Maintenance Related
Shutdown Overrun
(hours)
Planned maintenance %
Preventive Work Human-
hour (%)
Mean time between
maintenance (pumps)
(months)
Mean time between
maintenance (reciprocating
compressors) (months)
Maintenance schedule
(workforce) compliance (%)
Proactive Work , Human-
hour Percentage %
Lagging KPI
Leading KPI
3 - APM PERFORMANCE TRACKING
PETROCHEMICAL & REFINERY CLIENT KPI’S

24. MAINTAINING A BETTER WORLD
3 – ENSURE APM GOVERNANCE & PROGRAM EFFECTIVENESS
ENSURE ADOPTION PEOPLE - PROCESS - TECHNOLOGY

25. MAINTAINING A BETTER WORLD
• Make sure that from the start of your APM journey, required outcomes
and business value are clearly defined
• Select the right APM solution based on operational scenarios
demonstrated by the potential solution providers
• Enable your Asset Performance Management tracking by
• defining the right KPI’s
• building a supportive dashboard
• making sure to connect people, processes and technology
TO CONCLUDE
… SOME CONSIDERATIONS

26. > QUESTIONS ?

27. RECORDED WEBINARS
> www.stork.com/recorded-webinars
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DEAERATOR
BENEFITS
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AROUND
PREPARATION
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> experts@stork.com