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

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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

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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

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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

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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

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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

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Tools Overview

• Zebra Thermal Transfer Printer

• Z-Ultimate Label (4”x2.5”)

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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

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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

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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

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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

The web-based tagging portal also contains status reports to track the status of the program

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Process executed followed by DTE continuous improvement (CI) methodology

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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

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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

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Tagging Status: 83% Complete

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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

All locations have been visited during the tagging program

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Location

Discussion Topics

• Business Case for Developing Asset Tagging Program

• Roles and Responsibilities

• Tools to Support Program

• High Level Process Overview

• Tagging Status

• Next Steps

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Our next steps are utilizing the tags with mobile technology and re-visiting assets we were unable to tag during the first run

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• 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

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Mobile Technology

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• Tag locations such as conference rooms and bathrooms for customer service request creationTagging Phase 3

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We are also working on closing the gap from the field to Maximo to Documentum

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• 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

Questions

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