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Utilizing Maximo information, QR Codes and IBM MobileFirst Platform to Tag Facility Assets
Mariam Mohamed
FMMUG 2016
4/12/2015
About DTE Energy
State of Michigan Regulated Utility Businesses
DTE Electric
DTE Gas
Non-Utility Businesses
Gas Storage & Pipelines
Power & Industrial
Energy Trading
We deliver electricity to 2.1 m customers throughout a service
territory that encompasses
7,600 square miles
We serve 1.2 m gas customers
throughout a service territory that
covers 14,700 square miles
We have 69+ power and
industrial facilities projects In 17states
2
Our businesses include DTE Gas and DTE Electric – utility companies regulated by the
Michigan Public Service Commission – and non-utility energy operations located
throughout the country
Discussion Topics
• Business Case for Developing Asset Tagging Program
• Roles and Responsibilities
• Tools to Support Program
• High Level Process Overview
• Tagging Status
• Next Steps
3
The main benefit of tagging assets is the ability to easily tie corrective work to the asset record … capturing the right data to analyze full cost of asset ownership
• Corrective work is not tied to the asset record
• Total cost of ownership is not visible for assets
• Tribal knowledge is the main source of asset information
• Assets are easily identifiable in the field by all trades
• Ambiguity around which asset record work is being performed on is removed
• QR codes are available to be scanned using mobile technology to retrieve additional asset information from Maximo or create a corrective with the asset information pre-populated
4
Current State Desired State
The asset tagging process has helped improve asset data quality in
Maximo by updating records with new information, de-activating non-
existing assets and creating new assets when necessary
Asset tagging was kicked off as a project with scope larger than simply placing tags on an asset
Identify Asset to
Tag
Take photos of
asset
Identify asset
missing in Maximo
De-activate inactive assets
Correct asset
information in Maximo
Tag asset with QR
Code
5
Initially kicked off as a
project, the asset tagging
program was developed
into a processes to
maintain asset tags and
asset quality
Discussion Topics
• Business Case for Developing Asset Tagging Program
• Roles and Responsibilities
• Tools to Support Program
• High Level Process Overview
• Tagging Status
• Next Steps
6
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Responsibilities are spread across the Facility Operations team to complete the tagging initiative
Central Work Management
Team
• Print and provide asset tags
• Update Maximo records as needed with collected data
• Provide process facilitator to perform the tagging and data collection and to coordinate with the operations supervisor in securing a tradesperson when needed
• Manage program and track progress status
• Provide status updates to the leadership team
Operation Supervisors
• Review weekly tagging plan presented by the tagging facilitator
• Schedule tradesperson to work with facilitator when needed
Operation Managers
• Review status updates and drive progress where needed
Discussion Topics
• Business Case for Developing Asset Tagging Program
• Roles and Responsibilities
• Tools to Support Program
• High Level Process Overview
• Tagging Status
• Next Steps
8
Tools Overview
• Zebra Thermal Transfer Printer
• Z-Ultimate Label (4”x2.5”)
9
Printing Labels
Collecting Data
Managing Program
• Asset Data Form
• Mobile app developed internally using IBM’s MobileFirst
platform to capture photos and safety risks
• Web portal developed internally to manage list of assets
and generate tags
• Status Reports
• Weekly Huddle (following DTE continuous improvement
methodology)
A mobile thermal transfer printer is being used to print the tags
10
Z-Ultimate 4000T Label
SpecificationsA thermal transfer, pearl white, gloss
polyester label with a high
performance permanent acrylic
adhesive that provides unparalleled
smear and scratch resistance,
resistance to moderate chemicals and
up to 3 years outdoors. UL/cUL
recognized for indoor and outdoor use
when used with compatible genuine
Zebra resin ribbons.
Zebra P4T Mobile
Thermal Transfer
Printer• Easy to carry
• Prints long life bar code
labels and documents up
to 4”
• Thermal transfer image
durability
(barcodes/text/graphics)
• Wireless connectivity
Asset
Number
Asset
Description
Location
Description
QR Code
A mobile app was developed to be used to take photos and capture information from the field
Mobile app was developed using IBM’s MobileFirst platform (formally known as Worklight
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Confirm tagging status
Take multiple photos
Identify which Life Critical
activates are performed while
work is completed
About the IBM MobileFirst Platform
12
The IBM MobileFirst
Platform (formerly known as
Worklight Foundation) is a
platform for building mobile
applications for the enterprise
… Maximo Anywhere and
Everywhere are built upon
the IBM MobileFirst platform
A universal type of form is used to process updates to existing assets or create new assets in Maximo
131. The asset data form is intended to support multiple processes involving asset data gathering
Asset
Information
PM
Requirements
A web-based tool was developed to manage and generate the content of the tags to be printed
14
Status moved from queued to printed to taggedThe portal displays all assets maintained through PM
program in the past 24 months
Tags are generated using Asset Number to retrieve tag details from Maximo
Process executed followed by DTE continuous improvement (CI) methodology
16
Huddle Agenda1. Safety
2. Recap of last tagging effort
3. Update CMWS
4. Metrics
5. What went right?
6. What went wrong (areas of improvement)?
7. What problem/opportunity should we focus
on?
8. Do you know what is expected of you?
9. Do you have the tools and equipment
needed?
Utilizing the countermeasure
work sheet to capture the results
of our issues and solutions
Weekly Huddle Board
Discussion Topics
• Business Case for Developing Asset Tagging Program
• Roles and Responsibilities
• Tools to Support Program
• High Level Process Overview
• Tagging Status
• Next Steps
17
High Level Process Overview
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Schedule site visit and secure
trade
Identify assets to tag
Organize data sheets
Print and Sort tags
Visit site location
Identify asset & place tag
Take photos
Update Maximo & Documentum
Initial site visit
Prepare
Site re-visit
Document findings
Discussion Topics
• Business Case for Developing Asset Tagging Program
• Roles and Responsibilities
• Tools to Support Program
• High Level Process Overview
• Tagging Status
• Next Steps
19
Tagging Status: 83% Complete
20
We have created
215 new assets in
Maximo to be placed in PM schedule
We have de-
activated 232 inactive assets from
the system
We have placed QR code
tags on 3,257 assets
maintained by Facility Operations
Identify Asset to
Tag
Take photos of
asset
Identify asset
missing in Maximo
De-activate inactive assets
Correct asset
information in Maximo
Tag asset with QR
Code
100% assets
tagged have pictures at 3 angles
3,930 assets
identified through past 12 month PM program
to be tagged
Discussion Topics
• Business Case for Developing Asset Tagging Program
• Roles and Responsibilities
• Tools to Support Program
• High Level Process Overview
• Tagging Status
• Next Steps
22
Our next steps are utilizing the tags with mobile technology and re-visiting assets we were unable to tag during the first run
23
• Not all assets will be tagged 100% in the first run due to limitations such as asset locations (roof, overhead doors, etc.), accessibility, lack of knowledge and unknown requirements
• Estimated 10% of total assets
• Identify which assets require more durable stainless steel tags and create plan to tag remaining assets
• Utilize tags during work execution to identify asset and retrieve record from Maximo
• Mobile pilot completed Q1 2016, full expansion planned for Q3 2016
Tagging Phase 2
2
Mobile Technology
1
• Tag locations such as conference rooms and bathrooms for customer service request creationTagging Phase 3
3
We are also working on closing the gap from the field to Maximo to Documentum
24
• Capture data from field into Asset data forms
Field
• Upload information in Maximo, create new records, de-active non-existing records
Maximo(Work Management) • Upload record
documentation in Documentum(system of record)
Documentum(Document Management)
Goal
Maximo and Documentum are in sync with the most up to date information from the field
Area of Improvement