Planning and Scheduling in an RCM Environment. Matt Midas Sr. Account Executive GenesisSolutions. Salt Lake City, UT Jan 10, 2013. GenesisSolutions . Agenda Introduction Planning and Scheduling Defined Planning and Scheduling Detailed view Fundamentals of Planning and Scheduling
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Sr. Account Executive
Salt Lake City, UT
Jan 10, 2013
Planning and Scheduling Defined
Planning and Scheduling Detailed view
Fundamentals of Planning and Scheduling
Planning and Scheduling KPIs
Benefits of Planning and Scheduling
ABS Group is a wholly-owned subsidiary of the American Bureau of Shipping (ABS).
Founded in 1862 to serve as the non-profit American Classification Society, ABS is the leading classification, certification and verification firm in the world for marine shipping, offshore and onshore industries.
ABS Group strives to be the global leader in mitigating risk, improving safety enhancing quality and minimizing adverse environmental impact.
Safety, Risk, Integrity and Performance Management Services
Management Systems Certification
GenesisSolutions is one of the only fully-integrated EAM service providers – from EAM strategy and business process improvement to reliability analysis and PM/PdM programs, to full implementation and support of all major EAM systems and technology.
Safetec is a leading provider of integrated risk and asset management offering life-cycle optimization services, from concept evaluation to decommissioning.
Protection of life, property and the environment
Supporting Both Occupational & Process Safety Needs
Providing Total Risk Analysis Needs
Supporting Asset Integrity Needs
Maximizing Operational & Business Performance
Systems & Technology Services
Strategy & Business Process Services
Extended Asset Life
65 Participants / 1,300 (+) Plants / 463,000 (+) Employees
*ARC Advisory Group 2010 EAM and Field Service Mgt 09
Improve & sustain
Don’t just fix it,
Measure & fix
Fix it BEFORE it fails
(Supply, Operations, Engineering)
Fix it AFTER it fails
“Fire Fighting” Heroes
Role Based Training
Defined Roles &
Cross Trained /
Planning Materials &
Kitting Materials &
CMMS Planning &
CMMS Scheduling &
CMMS Lifecycle Cost
Barcoding & RFID
Leading & Lagging
Planning and Scheduling
To What Level are you Planning and Scheduling?
What Methods do you use?
“… the ability of a person or system to perform and maintain its functions in routine circumstances, as well as hostile or unexpected circumstances.”
Capable of being relied on; dependable
- American Heritage Dictionary
The probability that a component part, equipment, or system will satisfactorily perform its intended function under given circumstances, such as environmental conditions, limitations as to operating time, and frequency and thoroughness of maintenance for a specified period of time.
A Reliability Centered Maintenance Process answers the following seven questions:
Source: SAE JA1011 standard
Components of Reliability Centered Maintenance Program:
The process in which maintenance work is documented, resources are assigned, work procedures are identified, safety procedures are identified, labor & materials are identified, and interfaced with the scheduling element.
The process in which all resources required for work are scheduled for execution within a specified time frame. Requires an understanding of the equipment/asset availability as well as technician and material availability.
Logistical efforts of assembling necessary resources so the job is ready to be scheduled. Requires coordination of both Scheduling and Planning activities
Having an effective maintenance strategy that eliminates non value added activities, maximizes condition based maintenance and focuses resources on the most critical assets
Doing the Right Jobs, with the right parts, at the right time……… the First Time
1 - Separate Department for Planners
2 - Focus on Future Work
3 - Maintain Component Level Files
4 - Estimates Based on Planners Expertise & Historical Data
5 - Recognize the Skill of the Crafts
6 - Measure Performance with Work Samplings
Maintenance Planning & Scheduling Handbook
by: Doc Palmer
Note: Wrench Time can only be accurately measured by a properly structured, statistical observation study – completed over several weeks or months
Stores - Materials
How good are organizations at planning and scheduling?
A Work Order!
First things first - Do you have a documented definition of a planned job?
Do you have a formal documented Checklist?
As part of the Planning and Scheduling process, information should be collected
that can be used for performance analysis…… if you don’t measure it, how can
you improve it?
Management accountability for appropriate and safe maintenance
Reviews weekly schedule
Assigns daily work from weekly schedule
Assigns all reactive work - forwards work to be planned to planner
Audits work order for completion information
Oversees all field activities for assigned crew
Management responsibility for work quality, duration and cost
Coordination across organizational boundaries (including breaking log jams)
Professional development and training for each Maintenance Member
Examples of Planning and Scheduling in Maximo
WO Plan Dates
KPIs and Benefits of Planning and Scheduling
Maintenance Practice - Planning and Scheduling
Typical Job Planned On-the-Run
Same job if Professionally Planned
Typical Maintenance Worker’s Day - Reactive vs. Proactive
Reactive without planning & scheduling
Proactive with Planning & Scheduling
Obtaining Tools and materials
Travel to and from job (both with and w/o tools and materials)
Idle at job site
Late starts and early quits
Authorized breaks and relief
Excess personal time (extra breaks, phone calls, smoke breaks, slow return from lunch and breaks, etc.)
Direct actual work accomplished (as a % if whole day)
Represents an increase of 2.95 FTEs
ROI Opportunities present at each State
Enterprise Asset Management
Don’t just fix it, improve it
Measure & fix
Fix it BEFORE it fails
Fix it AFTER it fails
OEE - Availability Factor
Labor Cost Savings
Contractor Cost Savings
Material Cost Savings
Inventory Carrying Cost Savings
Questions and Answers?