EAM Systems for State of Good Repair Performance Monitoring. A brief overview of Brett Koenig's Presentation at the Transit SGR Conference.

1. Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved. 1Copyright © 2013 Trapeze Software Inc., its subsidiaries and affiliates. All rights reserved.
EAM Systems for State of Good Repair
Performance Monitoring
Brett Koenig
Trapeze Industry Solutions Manager
Enterprise Asset Management

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Where Should Asset Performance
Measurement and Reporting Reside?
EAM(s)
Finance
ERP
Custom
Development
BI/Reporting Tools
Standalone
Spreadsheets

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• In the rush to comply with SGR performance monitoring
guidance, danger of setting off down the wrong path
exists
• A commercial-off-the-shelf (COTS) EAM system should
be at the core of your agency’s SGR and asset
performance measurement strategy
• Why EAM? EAM consolidates vital data into a single
“living” system, by being:
• Agency-wide
• Dynamic
• Integrated
… with built-in reporting and analysis capabilities
“The Nut”

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Things EAM Systems Do Well
• Track detailed data to increase efficiency and reporting capability
– Data is power! … “whoever has the best data tends to win”
– Track all assets across the organization
– Track detailed data (static and dynamic)
– “What gets measured, gets managed”… whether a maintenance goal or
an asset management goal
• Group similar equipment together for analysis
– Asset Breakdown Structure, Asset Classes, Component Relationships
– Refurb/overhaul and replacement planning
• Automate as much as possible
– PM/inspection scheduling
– Telematics/ITS, capturing usage
– Asset Condition Assessments/Inspections

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Things EAM Systems Do Well
• EAM is a tool to support asset management best
practices… a continually-improving system that can:
– Plan: Establish goals (metrics) regarding asset standards
– Measure: Track adherence to plans/achievement of goals
– Evaluate results
– Improve; Propose, test, and implement changes

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Reporting
Why EAM for Performance Measurement?
Integrated
Agency-wide Data -
Dynamic
“Living System”
EAM

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Vehicles
Components
Facilities
Rail Infrastructure
Other Systems
EAM features:
• Full asset inventory and
rollup
• Lifecycle management
• Procurement, rehabilitation,
& replacement management
• Historical cost tracking
• Performance management
• Condition monitoring and
SGR assessment
Agency-wide: EAM Tracks all Transit Assets
Inspections,
service, and
maintenance?

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Common EAM
Database (SQL)
Fleet Railcar Linear Facilities
All Transit Infrastructure
Agency-wide: EAM Building Blocks

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Reporting
Why EAM for Performance Measurement?
Integrated
Agency-wide
EAM
Data:
Dynamic
“Living System”

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• EAM systems track and consolidate the “vital signs” of your
infrastructures health…
EAM System “DNA”: Asset Data Supports
Performance Measurement
… from the static Basic Information (Age, Manufacturer, etc.)
… to dynamic (real-time) data that are indicators of “condition”
• Telematics (“Health monitoring” event data), etc.
• Remote condition monitoring
• Geometry car
• Asset hierarchy data tracked:
– Agency organization structure
– Asset Breakdown Structure (series, classes)
– Asset hierarchy (parent-child relationships)
• This data is essential for grouping, analyzing and reporting on
asset health and performance

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EAM System “DNA”: Asset hierarchy
Example (Rail Interlocking)
Asset
(Parent)
Child
Asset
Type
(TERM Lite)
Systems – Train Control – Interlocking (31500)

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LRV101
EAM System “DNA”: Asset hierarchy
Example (Rolling Stock)
Asset
Component
Asset
Type
(TERM Lite)
LRV202
Revenue Vehicles – Light Rail (52000)

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LRV101
• Static Data:
– Asset ID
– Asset Breakdown Structure (ABS)
– Manufacturer / Model
– Serial Number(s)
– Estimated Useful Life
– Replacement Date/Cost
EAM System “DNA”: Asset Data
• Dynamic Data:
– Age
– Usage (Mileage)
– Fuel/Fluid consumption
– Service Status (Availability)
– Condition
– Work Order History
– Defects/Service Requests
– PM/Inspection Compliance
– Incidents/Accidents/Roadcalls

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Common EAM
Database (SQL)
Fleet Railcar Linear Equipment
All Transit Infrastructure
Data: EAM as a “Living System”
Asset and Wok
Management
End User
Input

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Reporting
Why EAM for Performance Measurement?
Integrated
Agency-wide
EAM
Data:
Dynamic
“Living System”

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Integrated - EAM consolidates the
“vital signs” of your infrastructure
• EAMs consolidate data from multiple systems
– Fuel/Fluids dispensing
– Incidents
– Telematics (“Health monitoring” event data), etc.
– ERP/Finance

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Common EAM
Database (SQL)
Fleet Railcar Linear Equipment
All Transit Infrastructure
EAM System Building Blocks: Reporting
Asset and Wok
Management
• Fueling
• Incidents
• Telematics
(“Real-time
Health Monitoring”)
End User
Input
Integra-
tions

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Reporting
Why EAM for Performance Measurement?
Integrated
Agency-wide
EAM
Data:
Dynamic
“Living System”

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LRV101
EAM System “DNA”: Asset Data
• Dynamic Data:
– Age
– Usage (Mileage)
– Fuel/Fluid consumption
– Service Status (Availability)
– Condition
– Work Order History
– Defects/Service Requests
– PM/Inspection Compliance
– Incidents/Accidents/Roadcalls
• These data are the
“building blocks” for
Performance Measurement
• Data can be rolled-up at
whatever level (asset type,
etc.)

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Sample Performance Measures
from EAM
• Physical Condition
– Condition score
– Average age
• Financial
– Cost of maintenance
– Cost per mile
(including/excluding
factors)
– % of assets at SGR
(>2.5)
– Dollar SGR backlog
– % of need funded
• Safety
– Incidents per month
– Failures (MTBF, MDBF)
– Equipment-related
accidents
• Service Reliability
– Missed pull-outs
– In-service failures
– Equipment failures
– Slow orders

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Common EAM
Database (SQL)
Fleet Railcar Linear Equipment
All Transit Infrastructure
EAM System Building Blocks:
Performance Reporting
Asset and Wok
Management
• Fueling
• Incidents
• Telematics
(“Real-time
Health Monitoring”)
End User
Input
Outputs
Integ-
rations

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EAM Reporting: Performance Measures

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EAM Reporting: Export to Term Lite
Export asset data from EAM in
FTA’s “TERM Lite” model format

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• Separate, standalone systems for SGR and performance
monitoring are not ideal
– Asset conditions and performance indicators constantly change
over time
• Custom-developed solutions are isolating and resistant to
change
– Staying “looped in” with peer agencies is critical
• Transit-focused EAM systems continue to evolve with
industry standards (MAP-21, etc.)
Conclusions
• A commercial-off-the-shelf (COTS) EAM system should be
at the core of your SGR and asset performance
measurement strategy

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Questions?