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Energy Industry
Capabilities Presentation
The Interliance Team was instrumental in developing a management system with the robust tools needed to support our global response organization.
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WHO WE ARE
From ensuring your organization is ready to respond to any emergency to building world class integrated operating systems, Interliance is the most trusted resource in energy
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EMERGENCY PREPAREDNESS AND RESPONSE
ENTERPRISE OPERATING SYSTEMS
ADVISORY & OPERATIONAL SUPPORT
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OUR CLIENTS
EMERGENCY PREPAREDNESS & RESPONSE
It is more critical than ever to have an efficient – and effective – emergency response and safety program. Interliance supports organizations in every aspect of this critical need
1Emergency Preparedness & Response PlansIs your team prepared for the worst case scenario? Don’t leave it to chance –make sure you’re ready to face the unfortunate. Interliance develops comprehensive plans to cover the entire emergency response supply chain
2Preventative Risk AssessmentsPerform a thorough assessment of company-wide and regulatory risks, and develop a comprehensive risk mitigation plan
3Incident Command & Advisory ServicesWhen incidents occur immediate and accurate response is critical – Interliance supports every aspect of response: incident management, advisory & guidance, and management of your response supply chain
4Training Programs: Design & DeliveryDesign, development, and delivery of critical training to ensure preparedness and readiness
Risk Assessment Heat Map and Prioritization
HSE/ERP/SimOpsDocumentation
TrainingPrograms
KEY SAMPLESHOW WE HELP
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EMERGENCY PREPAREDNESS AND RESPONSE
ENTERPRISE OPERATING SYSTEMS
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BEYONDCOMPLIANCEAwell-designedEnterpriseOperatingSystemisnotjustforregulators.Webuildcriticaltoolstomanageeveryaspectofyourorganization.
The Enterprise Operating System is designed to drive the organization to the highest
standards in all activities
The E-OPS system integrates the following key principles:• Safety and reliability• Customer focus• Organizational leadership• Human resource development• Process management and improvement• Organizational improvement• Fact-based management• Supplier management• Regulatory management
EMERGENCY OPERATING SYSTEMS
Emergency Preparedness &
Response
RegulatoryMgmt.
Supply ChainMgmt.
FinancialMgmt.
Integrity &Reliability
Environmental
WorkforceLifecycle
Health& Safety
Operations & Maintenance
(O&M)
Engineering&
Project
Management Systems
KNOWLEDGE MANAGEMENT
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OBTAINING KNOWLEDGE
• Effective recruiting and retention (ROI on an average employee is 4 years)
• Appropriate level of new hire qualifications for required skills (increased base skills can reduce training time by 30-40%)
DEVELOPING KNOWLEDGE
• Training programs properly aligned to key skill gaps significantly reduce training costs
• Applying knowledge immediately is often overlooked and is critical to ensure competency
RETAINING KNOWLEDGE
• Initial qualification, requalification, and application of skills is critical to ensure knowledge is maintained.
• Work assignments, rotation and mentoring, even at the highest skill levels is often overlooked in maintaining competency of the workforce
LOST KNOWLEDGE
• Infrequently performed tasks, technology evolution and other issues can cause the inability of existing staff to perform critical work.
• If not properly captured and transferred, knowledge lost to attrition can increase error rates and inefficiency
An effective knowledge management system is a critical tool that reduces human cost, errors and preventable incidents while ensuring the success of your organization
Each of these elements impacts the Knowledge Management scope and approach
MISSING KNOWLEDGE
• Where areas of work are rarely performed, critical knowledge gaps can exist and must be remediated via simulation or other methods to ensure business continuity.
• Expertise in a large company is often embedded in single locations and can lead to significant skill gaps in other areas
EMERGENCY OPERATING SYSTEMS
KNOWLEDGE MANAGEMENT
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Components of a comprehensive knowledge management and workforce strategy:
Develop templates and models for capture of basic, intermediate and high-level knowledge (including best practices, data mining and analysis, scenario planning, mentoring and training, etc.)
Develop training and coaching for the organization to be self-sufficient in the practice of knowledge capture and transfer
Identify how to use existing systems/technology for knowledge storage and sharing
Develop a comprehensive “vision“ for knowledge management appropriate for your organization
Determine what knowledge needs to be captured, and identify methods for each. Establish targets and baseline to measure results
EMERGENCY OPERATING SYSTEMS
PERFORMANCE MANAGEMENT
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Strategic Management
Tactical Management
Performance Management includes a wide range of support to ensure the success of
every element of your business, from strategy to tactical operations
EMERGENCY OPERATING SYSTEMS
GOVERNANCE, RISK & COMPLIANCE (GRC)
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GRC Program Goals Value
Effective allocation of assets/resources • Competitive advantage • Optimized performance• Protection of stakeholder value
Optimize coverage/cost structure
• Reduction of operational losses and incidents• Lower cost of total compliance
Demonstrable Compliance
• Compliance with client requirements/ regulatory filings/public reporting
• Competitive advantage
Correlated GRC Program Maturity
Top Tier Organizations Report:
• 17% higher revenues• 14% higher profits• 96% lower financial losses from the loss or theft of customer data• 50% less spent on regulatory compliance annually
(IT Policy Compliance Group (ITPCG) Research)
Isolated GRC domains
Integrated risk and
compliance practices
Alignment with strategy
and performance management
Key GRC Platform Requirements
•Policy-centric view•Automated compliance/continuous controls monitoring
•Support of multiple GRC frameworks•Risk-centric views•Consolidated reporting
• Full Strategic alignment
• KPIs/KRIs• Enterprise
dashboards
1.GovernanceThecompany-widecontrolsystemtoensureinsightandprovideactiononriskandcompliancematters
2.RiskManagementTheprocessofproactivelyidentifying,monitoringandmitigatingrisksthroughouttheorganization
3.ComplianceProgramThemonitoringandproactiveresponseprogramensuingregulatoryandinternalcompliance
Designing the right GRC program is a critical task for businesses of all types
Interliance helps develop and implement the ideal program for any organization
EMERGENCY OPERATING SYSTEMS
MANAGEMENT SYSTEMS
An Integrated Management System converts standalone quality management systems, policies, and procedures into an integrated framework designed to drive the highest standards and ensure continuity
1Management System AssessmentsPerform a comprehensive current-state assessment of all your management systems to identify opportunities for improvement
2Integrated and Quality Management SystemsDevelop and integrate industry best-in-class quality management systems to improve customer satisfaction and service delivery
3ISO 9001, 14001, 18001, and MoreWe can help you ensure that you are in compliance with all the latest standards, including ISO 9001:2015 and many more
4Implementation and Change ManagementWe’ll support you through IMS implementation, including all training, communication, and change management strategy
Integrated Process Model
Project Set-up Process
Break Timecard Process
Timecard Data Entry /
Validation Process
Payroll Execution
Process (Edits to Finalize)
Check Print & Distribution
Process
Check Adjustment
Process
Deal Memo Management
Process
Perform Work (Use Timecards)
Process
Break Timecards Process
(Studio Side)
Payroll Preparation (Separation)
Process
Accounting Tool (PSL) Initial
Setup Process
Accounting Management
Process (Transactions)
Show Logistics “Planning Process”
(Location, etc.)
Hot Cost Reporting Process
Tax Filing Management
Process
Labor Relations Advisory /
Contract Interp. Process
Incentives Management
Process (Advisory) Production
Close-out Process
Timecard Archive
Management Process
Show Budget Development
Process (Initial)
Procurement Services Process
Incentives Management
Process (Financing)
Archive Retrieval
Management Process
Referrals Management
Residuals Management
Process
PSL Training & Support Process
Payee Paperwork
Process (W-4, I-9, etc.)
HR Management
Process
Customer Relationship Management
IT Infrastructure & Operations
Product Development & Management
Audit Management
Process
Financial Management
Process- Pension- Workers Comp- Tax Filings- Union Contrib.
Sales Management
Process
Information Delivery Process
(Timecards, Maint, DM’s)
Payee Maintenance Management
Process
Strategic & Business Planning Process
IntegratedManagementSystemPoliciesandProcedures
HealthandSafety
ManagementSystem
HumanResources
ManagementSystem
OperationsandMaintenanceManagement
System
EmergencyReadiness
andResponseSystem
EnvironmentalManagement
System
EngineeringandProjects
ManagementSystem
SupplyChainManagement
System
LegalandRegulatory
ManagementSystem
ComplianceandEthics
ManagementSystem
IMS Documentation
KEY SAMPLESHOW WE HELP
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EMERGENCY OPERATING SYSTEMS
MANAGEMENT SYSTEMS DEVELOPMENT PROCESS
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Business Measurement System
Business Performance Management
Initiative Development
Functional Alignment Process Prioritization and Development
Process Identification and Relationship Modeling
ScorecardIndividual
Development Objectives
InitiativeExecution
InitiativeEvaluationProcess
InitiativeA
InitiativeB
InitiativeC
InitiativeD
InitiativeE
InitiativeF
InitiativeG
InitiativeH
InitiativeI
InitiativeJ
InitiativeK
Metrics
A
PriorityMetric1 ◉ ◉
PriorityMetric2 ◉ ◉ ◉ ◉
PriorityMetric3 ◉
B
PriorityMetric4 ◉ ◉ ◉
PriorityMetric5 ◉ ◉
PriorityMetric6 ◉ ◉ ◉
C
PriorityMetric7 ◉ ◉
PriorityMetric8 ◉ ◉
PriorityMetric9 ◉
Trackkeyperformancemeasures
ConductProcessPerformanceAnalysis
IdentifyImprovementIdeas
(Solutions)
SelectandEvaluateBestIdeas
ImplementImprovements
EstablishProcessBaseline(“AsIs”)
IdentifyRootNeeds(VOC)
JobProfiles
JobDescriptions
ProfessionalCompetencies
Performance Excellence Workforce Alignment
EMERGENCY OPERATING SYSTEMS
ExecutiveMetrics
ExecutiveMetrics
Vision
Statemen
ts
ExecutiveMetrics
VP/SVPMetrics
DirectReportMetrics
VP/SVP
Metrics
BUSINESS STRATEGY & PLANNING
Accelerated growth and business performance start with the right strategy. We craft innovative strategic plans centered around actionable initiatives to achieve business objectives.
KEY SAMPLESHOW WE HELP
1Strategic Planning & ExecutionDevelop a strategic foundation, identify targets, assess functions and internal risks, and distill into an actionable roadmap
2Process OptimizationWe help ensure organizations are at their best. Our optimization support includes functional mapping, assessments, enhancement roadmaps, and hands-on support to ensure success
3Strategic Measurement & Metric Systems Optimize or design a completely new, metrics and measurement system so that your executive team acts on concrete data
4Financial Analysis and ModelingWe develop comprehensive financial models that allow you to connect real-world business decision and operations to financial results in a meaningful way
Strategic Foundation
StrategyRoadmap
Metrics and Dashboards
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EMERGENCY OPERATING SYSTEMS
HOW WE SUPPORT ORGANIZATIONS
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ENTERPRISE OPERATING SYSTEM
DEVELOPMENT
EMERGENCY PREPAREDNESS
SERVICES
ADVISORY AND OPERATIONAL
SUPPORT
• Management system assessments
• System design and development
• Implementation support and change management
• Incident command• Retainer-based response
support• Training• Advisory and mentoring
• Mentoring• Performance assessment
and optimization• Regulatory & compliance
support• Many more….
We solve these challenges and many more…
ADVISORY & OPERATIONAL SUPPORT
CASE STUDIES
EMERGENCY PREPAREDNESS CASE STUDY
At 1930 hours, following a major lightening storm, a gas storage facility operator received notification from the local 911 call center of a large fire on their gas storage wellsite in Clinton
County, Pennsylvania
At that time, a column of intense orange flame was visible two miles away
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Key Events:• Evacuate and care for impacted stakeholders• Establish command and control of the scene• Interface with local responders and well
control specialists• Extinguish and kill the well• Mitigate offsite pollution• Recover business continuity
“Interliance’s integrated response management systems were instrumental in allowing our well control provider to execute a successful outcome to this catastrophe”
HOW WE HELPED
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With a clear response strategy, a well written response plan and highly-trained emergency response personnel the scene was controlled, the well was extinguished, and fatalities and catastrophic
pollution were avoided.
Prepare
- The Operator has prepared wisely by completing a new integrated emergency response plan specifically for this location
- The Operator conducted a community outreach training session for all local first responders
- The Operator reached out quickly for special assistance from well control specialists, air monitoring and pollution control experts.
- Thanks to coordination and shared service agreements, response resources were dispatched from three neighboring facilities.
- Sheriff’s deputies and firefighters were trained on how to set up an appropriate command post a safe distance from the wellsite.
- As a result, command and control of the scene were established within the first hour of notification
Respond
- While nearby stakeholders were being contacted, local firefighters checked the facility perimeter for additional sources of unignited gas.
- The Operator’s response team located and closed nearby flow valves, eliminating leaks and potential fires at other nearby well sites.
- Arriving regulatory officials were guided directly to the Operators Command Center for initial briefings
- Upon confirmation of what had happened, the Operator’s PIO established a JIC in the nearby community center for arriving media personnel.
- Commonwealth regulators expedited approval of emergency fire water extraction permits to allow for water shuttles to take place 24 hours a day.
- The well control activities were completed in 5 days without a single injury.
Recover
- A facilitated debrief was held to capture lessons learned about the incident.
- Due to the hazardous materials, the fire, and runoff into the nearby forest, a joint effort between the Fire Dept., State Police, Dept. of Environmental Quality, the EPA, US Chemical Safety and Health Investigation Board, and OSHA was successfully managed.
- The Operator’s business continuity plan was activated as a component of the incident response which allowed for other critical production operations to continue.
- The Operator held a facilitated tabletop exercise 4 months after this incident to-reevaluate their plan and assess the competency of their response personnel.
- The Operator conducted ICS training for their senior leadership personnel to help them better understand the process for all future emergency situations.
LESSONS LEARNED
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The Clinton County storage well blowout reinforced a number of important lessons learned.
DISASTERS HAPPENLarge incidents such as this one can happen to anyone. Preplanning is necessary, as is having on hand a list of all resources that could be used. Call on your specialists early in any incident so actions can be taken quickly and safely. Make sure you have the right tools at your fingertips at all times
IMPLEMENT THE INCIDENT COMMAND SYSTEMThis allows all responding departments, agencies, and company officials, and others to know who is in charge and what is being done. Within minutes, a temporary command post was established 1,000 feet from the well location.
DO NOT RUSH!Hasty, heroic actions may result in dead heroes. Complex operations demand a well-thought-out, methodical approach with constant reevaluation and continual size-up. You don’t know what the well will do next – safety of on-scene personnel is paramount.
CONTROL THE SCENEKeep only essential personnel on scene during an incident like this. Legal counsel may be needed for litigation after the incident, but should not be at the command post when attempts to control the incident are in process. Similarly, O&G Senior Leadership should be allowed on the scene as long as their knowledge and cooperation are needed; when they begin to interfere with the emergency processes, they should be excused.
THE IMPORTANCE OF MANAGED STAGINGKeeping the scene clear of nonessential equipment allowed evacuation vehicles and arriving response equipment to get in position without having to fight against crowded roads.
THE IMPORTANCE OF INCIDENT MANAGEMENT TRAININGCompany personnel and first responders should be trained in the methods used to mitigate a complex incident. Community outreach training provided by the Operator was the major contribution to the success of this response.
BUSINESS STRATEGY &
PLANNING CASE STUDY
As part of their continuous improvement initiatives, an international oil company sought to improve internal governance
and risk management as well as optimize business functions and drive
improvement across business processes
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Interliance led the process and organizational transformation with the development of
integrated process and management models, holistic GRC systems, and structured
continuous improvement program
Background:• Significant regulatory risks due to incomplete or
suboptimal management systems• Significant service failures impacting client
satisfaction and reputation• Fines and penalties totaling over $700M• Poor communication and accountability across
the organization• Aging workforce without a clear succession or
knowledge management plan in place
Interliance developed an Integrated Management System (IMS) and improvement framework to improve communication and efficiency between the operations team and supporting groups
CASE STUDY
1. Communication Framework
• Understood the communications issues between Operations and support functions
• Developed an internal communications framework to foster collaboration and reduce frustration
• Developed an external communications framework to improve interactions with regulatory committees
2. Integrated Management System Development
• Developed an Integrated Management System to improve compliance and reduce risk
• Provided IMS training materials for executives
• Led IMS training courses throughout the organization
• Created framework for continuous improvement
3. Integrated Process Modeling
• Documented the company-wide suite of processes
• Created an Integrated Process Model to clarify the inputs and outputs of each process, ensure accountability and ownership of each internal product
• Created and continuously optimized a process that governs the interface between internal teams
4. Governance Development
• Developed a governance process to manage new processes and procedures
• Ensured communication and alignment of key stakeholders for all improvement initiatives
• Provided a way for management to vet initiatives and either approve or reject them, where there previously was no ability to do so
65%
Employee Satisfaction
¯ $150M
OPEX
¯ 80%
Employee Turnover
35%
Regulatory Audit Performance
¯ 10%
CAPEX
Our Results in 12 Months:
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KNOWLEDGE MANAGEMENT CASE STUDY
One of the largest energy suppliers in the United States found itself at a high
risk in its ability to find and hire sufficient levels of qualified workers to
meet its immediate and long-term needs
The firm’s executive team selected Interliance to design a workforce and knowledge management strategy…
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Background:• Workforce development program lacked
clear vision, direction, and metrics• Imminent loss of skills in the workforce
due to a limited supply of skilled workers and pending retirements of high-value employees
• Annual unplanned outages across the seven plants totaled 1,600 – amounting to $212M in lost revenue
• 50% of these outages were directly attributable to avoidable human errors
HOW WE HELPED
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We developed a comprehensive workforce and knowledge management strategy that guided the company through transformation of critical functions and drastically reduced training lead-times
and lost revenue due to human error
1. Capability Assessment• Performed a holistic workforce capability
development assessment and identified risks, issues, and opportunities across several key areas:• Knowledge Management• Strategic Management & Governance• Curriculum Development, Management,
and Delivery• Testing and Qualifications• Program Management and Infrastructure
2. Program Development• Developed and aligned workforce
management strategy with key stakeholders
• Developed strategic and operational performance metrics
• Re-chartered a steering committee to design the program
• Performed a functional and organizational assessment to determine the optimal future-state organizational structure
3. Detailed Analysis• Performed the “boots on the ground”
analyses of all high-risk areas across the organization, including:• Training Programs• Staff Loading Requirements• Hiring Plans and Staffing Strategy• Workforce and Impact Analyses• Job Progression Strategy• Plant Applicability• Existing Documentation Evaluations• Knowledge Transfer Strategy
4. Implementation• Developed optimized processes and
training manuals, maps & strategy• Created multi-year training plan• Implemented “Train the Trainer” and
success measurement programs• Developed job progression, staffing,
and knowledge transfer strategies• Coordinated changes to union
agreements• Analyzed program success and five-
year budget impact
¯ 25%
Unplanned Outages
$54M
Lost Revenue Reduction
¯ 59
Headcount Reduction
$2.7M
Annual Salary Savings
¯ 10%
Onboarding Costs
Our Results:
THANK YOU
