From CMMS To EAM and Beyond

With OpenO&M™ Information Standards and SAP

Bridging The Vision Gap With

Standards-Based Interoperability
August 23, 2005

Alan T, Johnston Mark Pyatt

MIMOSA SAP
President Director, Strategy & Cross-Industry Solutions

Copyright 2005 MIMOSA and SAP

 Agenda
• Introductory Remarks – Alan Johnston
• Introduction of SAP Standards-Based Interoperability Model and
Business Plan – Mark Pyatt
• Industry Situation Analysis – Alan Johnston
• OpenO&M™ Initiative Summary – Alan Johnston
• The industry need for standards-based interoperability – Alan
Johnston
• SAP’s new collaborative approach to EAM and Condition Based
Operations (CBO) – Mark Pyatt
• Plan for joint support of standards-based interoperability using
SAP infrastructure tools – Joint
– Integration Scenarios
– Collaborative effort between SAP and OpenO&M Initiative
– Follow-up presentation in late September or early October
– Maintenance and Reliability Industry Focused Joint Rollout Planned
for International Maintenance Conference December 6-9 Tampa,
Florida

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SAP‘s New Ecosystem: Industry Value Networks

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SAP Establishing Industry Value Networks
•High Value Customer
•Needs shared by SAP
•Partners and customers "compose"
ISV CUSTOMER
Industry Solutions Needs innovative business solutions

•Collective Innovation
SW Bus SW Bus. •Develop business packages
Appl. Procs Appl. Procs.
SAP complementary to SAP
•Align with SAP Industry Value
Network and solutions
•Leverage industry knowledge
Enterprise SAP NetWeaver and core competencies
Services
Repository Composition
Composition Platform
Platform •Business Development
•Participation in SAP’s
Appl.
Appl. Platform
Platform
SAP Industry Value Network and
other events
Objects,
Objects, Engines,
Engines, • SAP helps create market
and
and Components
Components
Legacy/ momentum
Partner
3rd Party Bus. Process Platform
• ISV partner solutions are critical to
success of Business Process
Platform
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Industry Standards Enable Business Change
Industry Standards and Enterprise Services Architecture (ESA)
support the company’s ability to change and grow.

„ Enhances productivity through

standardization and keeping
control of business processes,
while performing non-
strategic tasks
„ Drives differentiation by
designing new business
processes based upon standards
using existing infrastructure and
leveraging existing functionality
„ Provides high flexibility for
managing and adapting
processes in time, to keep up
with the pace of business change

Industry Standards drive process automation and management

by exception…..one step closer to real-time business

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SAP Supports Industry Standards
Industries SAP is involved
in standards development
and pilots:
– High Tech
– Chemical
– Agrichemical
– Oil and Gas
– Automotive
– Aerospace and Defense
– Consumer Products
– Mill Products
– Financial
– Banking
– Insurance
GS1
– United Nations Centre for
Trade Facilitation and
Electronic Business
(UN/CEFACT)

UN/CEFACT

Copyright
Copyright 2005 2005 SAP and SAP
MIMOSA
 Situation Analysis
• We have a major vision gap between the original vision of EAM
and most currently available maintenance and reliability
information systems.
– We are still selling, buying and implementing CMMS and calling it EAM
– Most organizations are still not fully utilizing CMMS capabilities delivered
in the 1980s
• Most senior executives are focused on improving overall
operations performance, not maintenance & reliability
• By endorsing and leveraging the industry-driven OpenO&M™
information standards in their new standards-based
interoperability initiative, SAP is now in a much better position
to address industry needs in a win/win/win fashion for
themselves, collaborative partners and end-users.
• The objective is to create standard industry-driven reference
models based on the appropriate use of open information
standards provided by organizations that are participating in the
OpenO&M™ Initiative
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 What Is The OpenO&M™ Initiative?
• An initiative of multiple industry standards organizations collaborating to
provide a harmonized set of information standards for the exchange of
Operations & Maintenance (O&M) information
• The OpenO&M Initiative is an open, collaborative, effort - Other
interested organizations are encouraged to participate
• Industry-focused Joint Working Groups (JWG) provide a common face
for multiple standards applicable within an industry or industry facet
9 OpenO&M Manufacturing Joint Working Group
™ OpenO&M Military Joint Working Group
– OpenO&M Facilities Joint Working Group
• The industry focused JWGs gain key synergies with each other by
supporting a common set of harmonized standards for core asset and
functional segment modeling and tracing

Copyright 2005 MIMOSA

Participating Standards Organizational
Model

OpenO&M™ Initiative
Joint Working Groups

OpenO&M™
OpenO&M™
MFG JWG Life-cycle Facilities JWG
ISA-95, ISA-99
MGT NIBS FMOC
WBF
NIBS

OpenO&M™
FOUNDATION
Military JWG
US Army
US Navy

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 Manufacturing JWG Standards Map

MIMOSA OpenO&M – Joint work by MIMOSA, OPC

& ISA-95 to integrate operations and
maintenance information
OPC ISA Standards
WBF ISA-95 – Enterprise/Control System Interface
Standard, Parts 3 & 4 define MES
Functions
OMAC ISA-99 – Control System Cyber-Security
Standard
OMAC – Open Modular Architecture Controls
BatchML group standardizing packaging machinery
ISA interfaces
WBF
ISA-99 BatchML – XML Schemas based on ISA-88
B2MML – XML Schemas based on ISA-95
ISA-95 OPC – DCOM and XML interfaces. New Web
B2MML Services Unified Architecture (UA) under
OpenO&M development
MFG JWG
MIMOSA – Asset Mgt and Maintenance Mgt
Schema, Meta Data and Interfaces
Relationship
OpenO&M Relationship

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 OpenO&M™ Operation

• A virtual organization
– Maintained by MIMOSA
– No dues, participants volunteer from member groups
• Umbrella organization
– Forum for collaboration
• OpenO&M does not dictate work or content of
member groups standards
• OpenO&M issues whitepapers addressing
standards related benefits of industry interest

Copyright 2005 MIMOSA

 Computerized Asset Management Information Systems
(Maintenance, Reliability & Condition-based Operations)
Potential Value Added Curve
Operations
Enterprise
ConditionAsset
BasedManagement
Operations (EAM)
(CBO) Characteristics
Characteristics Optimization
Main Computerized
Objectives: Avoid Use of Maintenance
“M” Word,
Main Objective: Optimize Overall Operations Management
Provide an Integrated Best
of Breed Maintenance System
System Solution Characteristics
(CMMS)
$ Potential Value Added $

General Features:
Main Objective: Help Maintenance Department Get Organized
General Features:
Enterprise
General Operations and Maintenance Orientation
Features:
“Enterprise
Operations Orientation”
Optimization
Departmental –Leverages
Sold To
Orientation Enterprise
All Maintenance
– Sold & Reliability
To Maintenance DepartmentInformation
Asset Oriented
Decision Nomenclature
Support Oriented
Equipment To Optimize organizational Net Present Value
Nomenclature
Better Enterprise
May Include Financial & Materials Management
Limited Financial Integration (Balanced
Non-Financial Metrics Integration
Scorecard)
Expected
Required Application
Application
Application Capabilities:
Capabilities:
Capabilities Delivered:
9CMMS +
CMMSPlanned Asset
+ DeliveredNomenclature
EAM Extensions
Maintenance
9Complete
Condition Financial
Based
Corrective Integration With Enterprise
Maintenance
9Complete
Reliability MRO Maintenance
Materials Management
Management
Preventive
Tools, RentalPlanning,
Capabilities
Work Equipment
Management & Contractor
Scheduling Management
& Tracking
Key Safety
Operations & Regulatory
BasicRequirements Compliance
Forecasting
Safety Features Features
Condition
Operations Based
BasicPlanningMaintenance
& Scheduling
MRO Materials Integration
Management
Reliability Management
Tools Management Performance
Outage Management & Dispatch Management
Optimization
Computerized
Maintenance
Management Enterprise Asset
Asset
Systems (CMMS) Management Optimization
1970s-1980s (EAM)1990s

Maintenance Centric Asset Centric Operations & Maintenace Centric

Mainframe Mini PC/LAN Client/Server Thin Client Services Oriented Architecture
Information Technologies
Copyright 2005 MIMOSA
 Problem
The Information Gap Between Platforms and ERP
Enterprise Business Systems- Transaction Processing
Enterprise Resource Planning (ERP)
Computerized Maintenance Management System

Information Gap
Technical Information
Management Applications
Near Real-time

Condition Management

Physical Asset Control–Real-time Systems

Copyright 2005 MIMOSA
 Potential Solution 1 (The Old Way)
Proprietary Point-To-Point Integration
Enterprise Business Systems- Transaction Processing ERP

Characteristics
•Classic spaghetti bowl of point-to-point interfaces
•Difficult & expensive to maintain
•High switching cost for various applications
•Typically breaks down into silos and rice bowls
•Innovation is constrained
•Limits ability to transform

Physical Asset Control–Real-time Systems

Copyright 2005 MIMOSA
 Potential Solution 2
Use A Proprietary All-To-All Integration Framework
Enterprise Business Systems- Transaction Processing
Enterprise Resource Planning (ERP)
Characteristics

Integration Feamework
•Difficult & expensive to maintain
(somebody must pay to maintain
all of the proprietary interfaces)

Proprietary
•May still have high switching
cost based on limited interfaces
•Integration Framework Vendor
constrains your choice of
complementary applications
•Innovation is constrained
•Limits ability to transform

Physical Asset Control–Real-time Systems

Copyright 2005 MIMOSA
 Solution 3
Open Standards-based Interoperability Fills The Gap
Enterprise Business Systems- Transaction Processing ERP
SAP ERP

Enterprise Infrastructure Toolset (s)

Information Gap
SAP NetWeaver
XI

Infrastructure Toolset Implementing Open Standards (XML, OpenO&M™)

Many Interoperable, 3rd Party, Open Standards- Based Applications

Control Systems & Platforms Implementing Open Standards

(XML, OpenO&M™)

Physical Asset Control–Real-time Systems

Copyright 2005 MIMOSA
 MIMOSA Collaboration For OpenO&M™
+ = OpenO&M™ Initiative
• OpenO&M™ Manufacturing JWG: OPC, ISA-95, WBF/B2MML …
• OpenO&M™ Facilities JWG: NIBS FMOC
• OpenO&M™ Military JWG: U.S. Army and U.S. Navy
• MIMOSA Center of Excellence: U.S. Army SED
• SMRP: Mapping MIMOSA Stds To SMRP Body of Knowledge
• ISO Draft STD 18435: TC 184/SC 5/WG 7 – Diagnostics &
Maintenance Application Integration Working Group – D-Liaison
• ISO STD 13374: TC108/SC 5 - Condition Monitoring &
Diagnostics- MIMOSA is the Informative Reference

Technical Committee 108 Accredited Standards

Sub-Committee 5 Committee S2

Copyright 2005 MIMOSA and SAP

 ISO 13374 Standard
Machine Condition Assessment Data Processing & Information Flow Blocks
 DRAFT ISO 18435 Diagram
Activity Domain Integration Diagram
A4.1 – Intra-enterprise activities: Business Planning, Orders & A4.2 – Inter-enterprise activities: Supply Chain Planning, Level R4
Production, and Maintenance Logistics Strategy Enterprise / Site

A3.1 - Operations A3.2 – Capability Assessment & A3.3 - Maintenance Level R3

Planning & Scheduling Order Fulfillment Planning & Scheduling Area

A2.1 - Supervisory Control & A2.2 - Asset Prognostics and

A2.3 - Maintenance Level R2
Human-Machine Interface Health, Quality, Safety, &
Execution & Tracking Work Center
Environmental Management

A1.1- Control, I/O,Data Acquisition, A1.2 - Asset Condition Monitoring

Data Historian, Asset Utilization, A1.3 - Asset Configuration, Level R1
& Sample / Test / Diagnostic
& Displays Calibration & Repair / Replace Work Unit
& Quality Monitoring

A0.1 - Resource A0.2 - Asset Level R0

Identification and Location Identification and Location Asset

Resources Assets
( Material / Personnel ) (Equipment / Facilities / Serialized Components / Sensors / Transducers / Software / Documents)

Part 1: Overview and General Requirements Part 5: Work Center Level [Within Level 2]

Part 2: Enterprise / Site and Area Levels [Level 4 to Level 3] Part 6: Work Center and Work Unit Levels [Level 2 to Level 1]
Part 3: Area Level [Within Level 3] Part 7: Work Unit Levels [Within Level 1]

Part 4: Area and Work Center Levels [Level 3 to Level 2 & below]
 CBO Information Exchanges
Supply Chain Mgmt. ERP System Supply Chain Mgmt.

Production Forecasting & Scheduling / MES System

Asset Capability Forecasting &

Asset Optimization DSS

Control & Enterprise

SCADA Asset
Asset Health
Systems and Management
DSS
Data Condition Condition (EAM) Asset Registry
Historians Based Based System
Maintenance
Operational Maintenance Work & Parts Mgmt.
FOUNDATION
Advisories FOUNDATION
Advisories

Asset Measurements & Inspections

Portable Online Online Online
O&M Event I&C Device Sample
Device Surveillance Protection Transient
Monitoring Monitoring Monitoring
Monitoring Monitors Monitors Monitor

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 SAP Enterprise Asset Mgt. Scenario
1. Capital Projects
5. Asset Performance „ Investments in new facilities and large
capital projects.
Management
„ Large Shutdown and Turnaround
„ Operational and Financial analytics.
Projects.
„ Detailed structure of assets
„ Documentation and content
management
„ Business intelligence

2. Maintenance Management
„ Request tracking and approval
„ Effective work order
management
„ Planning and Scheduling

4. Reliability
„ Preventive and Predictive Maintenance 3. Inventory and Spare Parts
„ Support RCM
„ Communication with Process Control
Management
„ Materials Requirements planning
Systems
„ Scheduling and kitting of spare parts.
„ Refurbishment of spares
„ E-Procurement and web-based catalogs
„ Strong integration with procurement

Copyright 2005 SAP

How does SAP xMII synchronize Manufacturing Operations with the
Enterprise thru Manufacturing Integration?
Enterprise •SAP xMII enables real-time
SAP NETWEAVER transactional integration between
plant floor and enterprise (SAP
Other SAP Bus. Solu tions

•Key Customer Benefits:

Manufacturin
g Intelligence
ERP) systems out-of-the box
– Automated synchronization of orders, materials, maintenance and

SAP BI
Dashboards :
quality between plant and ERP thru– a “single version of the truth”
– Real-time detection and automated resolution of manufacturing
– Universal Connectivity to the data,
exceptions
SAP Manufacturing functionality and processes of
(mySAP Line:
•Bottom ERP) Faster time-to-value and lower TCO
existing plant floor systems
– Business Logic for creating
SAP xMII automated events, KPIs and
Manufacturing Intelligence
alerts
Manufacturing Integration
– Workflow to synchronize plant and
Enterprise business processes
Plant Floor – Built in OpenO&M™ messages and
schema to make legacy systems
interoperable
Copyright 2005 MIMOSA and SAP
 Typical Integration Scenario A
3rd Party Condition Monitoring SAP Integration

Enterprise Business Systems- Transaction Processing ERP

SAP ERP
PM PLM SM
Integration
SAP Repository Business Process Engine

NetWeaver & Integration

OpenO&M™ Server
XI (MIMOSA)
Infrastructure Integration Engine

Adapter Engine

MIMOSA
XML
Messages
Control Systems & Platforms Implementing CM
Open Standards (XML, OpenO&M™)

Physical Asset Control–Real-time Systems

Copyright 2005 MIMOSA and SAP
 Typical Integration Scenario B
3rd Party Condition Monitoring & Reliability Management SAP Integration

Enterprise Business Systems- Transaction Processing ERP

SAP ERP
PM PLM SM
Integration
SAP Repository Business Process Engine

NetWeaver & Integration

OpenO&M™ Server
XI (MIMOSA)
Infrastructure Integration Engine

Adapter Engine

MIMOSA
XML
Messages
Control Systems & Platforms Implementing CM RM
Open Standards (XML, OpenO&M™)

Physical Asset Control–Real-time Systems

Copyright 2005 MIMOSA and SAP
 OpenO&M™ Interoperability Demonstration
IMC 2004
Open Operations Open Maintenance

Operations Enterprise
Resource
Human Machine Planning Enterprise Asset
Interface Management
HMI Asset EAM
Lifecycle
Information

ODH OpenO&M™ DSS

Operational Condition Integrated

Data Monitoring Asset
Historian ICDM MRB Health
Decision
Maintenance &
Instrumentation & Support
Reliability Browser
Control Device System
Management Motor-driven
Pump

Copyright 2005 MIMOSA

OpenO&M™ Interoperability Demonstration Participants
International Maintenance Conference – 12/3/04

ALM

EAM CM
Indus, IFS, 3eTI Function Legend
Synergen
Asset Lifecycle Mgmt &
ALM
Universal ID

CM Condition Monitoring
MRB OpenO&M ICDM Operational Data
MFG JWG ODH
ESRG, DEI Honeywell Historian

Human-Machine
HMI
Interface

Instrumentation &
DSS HMI ICDM Control Device
Management
DEI, Ivara, PdMA Iconics, Rockwell,
Decision Support
Yokogawa DSS System
ODH
Aspen Tech, Matrikon, EAM Enterprise Asset
Management / CMMS
Yokogawa
MRB Maintenance &
Reliability Browser

Copyright 2005 MIMOSA

 OpenO&M™ Key Future Opportunities To
Participate
9 MIMOSA Technical Committee Meeting
9 Vancouver, BC
9 August 22-24
™ Collaboration between OpenO&M Initiative Participants and SAP
™ Ongoing
™ Teaming effort to further define exact integration process
™ Institutionally supported by OpenO&M Initiative participating standards organizations
™ Other participants are welcomed
• 2005 ISA EXPO – October 25-27, Chicago
• 2005 IMC – Dec 6-9 - Tampa, Florida
– Industry focused joint rollout of standards-based interoperability - OpenO&M and SAP
– 2005 OpenO&M Interoperability Demo
– Extended with NIBS Life-Cycle Management
• 2006 ARC Winter Forum
• 2006 National Manufacturing Week – March 20-24
• 2006 MARTS – May 22-25, Chicago (Rosemount)
– OpenO&M Week Co-location

Copyright 2005 MIMOSA and SAP

 Property Rights

• All marks are the property of their

respective owners

Copyright 2005 MIMOSA and SAP