Asset Information Management SAP's Approach to Manage Asset Master Data Dr. Achim Krüger – VP, Operational Excellence Solutions – SAP SE Sandefjord, October 21st, 2014 Legal disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP´s willful misconduct or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 2 Today's Challenges Risk and inefficiency caused by poorly managed information “ 90% of all businesses still do not have sufficient policies in place to meet data governance regulations.” IT Policy Compliance Group “ “ The cost of poor AIM for an asset-intensive organization is estimated to be 1.5% of gross sales revenue – a staggering burden for any company today.” Compliance Failures Lower Profits ARC 50% to 70% of ERP implementations are reported as "challenged" in part to data integrity or data accuracy problems.” Low Productivity Adaptive Growth, Inc. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 3 Enterprise Asset Management Master data challenges Delayed transition from build to run/operate phase Without accurate asset data, transition from build to operational phase can be delayed, affecting profitability and customer satisfaction. Increased health/safety risks and lower productivity Due to omissions and inaccuracies in asset data, MRO work is delayed, decreasing uptime, increasing health/safety risks & reducing productivity Decreased profitability Plants in asset intensive industries must run at optimum capacity to be profitable. However poor quality of asset data, leads to missing parts or poor maintenance, affecting uptime. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 4 Asset Information Management Enabling information across the asset lifecycle This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 5 SAP Enterprise Asset Management Covering the complete asset lifecycle Capital Portfolio and Project Management Asset Visibility and Performance Environment, Health, and Safety Maintenance Operations Asset Portfolio and Project Management Capital Portfolio Management Asset Operations and Maintenance Asset Performance Measurement Capital Project Management Asset Improvement Programs Monitoring Capital Investments Optimized Maintenance and Plant Operations Asset Planning and Scheduling Operations and Maintenance Maintenance Parts and Services Provisioning Incident Management EH&S Compliance and Risk Management Emissions and Waste Management Asset Information Management Service Procurement Management of Change Asset Information Creation Spare Parts Management Maintenance Safety and Permit to Work Asset Information Governance Mobile Asset Management Mobile Asset Management This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 6 Asset Information Management Logical Overview Asset Information Creation SAP Data Services Legacy 1 Legacy 2 EDW Audits • Cleansing • Profiling • De-duplication • Normalizing SAP 3D Visual Enterprise • • Links to Technical Objects Hotspotting Asset Information Governance SAP Management of Change SAP PLM / Open Text ECM SAP MDG for EAM 2014: • MOC EDW MoC ADQ IS DS MDG PLM 3D VE • RDS Data Migration Engineering Data Warehouse Management of Change Asset Data Quality (RDS) Information Steward Data Services Master Data Governance Product Lifecycle Management Visual Enterprise • • 2015: EQUI • WorkData Center SAP Master FLoc • EQUI BOM Governance (MDG) MRO BOM • FLoc BOM • Task Lists • Maintenance Plans • … SAP ERP (PM) SAP Information Steward Asset Data Quality This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 7 SAP Enterprise Information Management Solutions Run assets better with complete and accurate information SAP Information Steward: SAP Data Services: Quality controls for asset information Before Monitor & govern data quality to improve asset information After Data Quality Management SAP Document Presentment by OpenText: Automate assembly & transmission of assetrelated documents SAP Information Lifecycle Management: Manage retention and destruction asset information in SAP Data Integration Master Data Management GOVERN Content Management Content Distribution Information Lifecycle Management SAP Master Data Governance: Enterprise-wide master data control for assets, vendors materials, etc. SAP Extended ECM by OpenText: Document control and collaboration throughout asset lifecycle This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 8 Topics to be covered in more detail… Asset Data Quality SAP Master Data Governance Asset Information Network This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 9 Asset Data Quality © 2013 SAP AG. All rights reserved. 10 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Data Insight of Asset Master Data The SAP Asset Data Quality rapid-deployment solution (RDS) allows customers the ability to assess, validate and continuously monitor the quality of their asset master data. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 11 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Data Quality Scorecard – quick access to a key data domain Drill into scorecard details Scorecard to measure DQ from a Data Steward’s perspective Key Quality Dimensions (KPI for data) Latest quality score Data quality score metrics Quality trend This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 12 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Drill-down to a "list of failed records" Next step is to remediate the master data e.g. create change request in MDG. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 13 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Examples of Asset Data Quality Rules (1/2) Maintenance Plans / Items • Safety Critical Equipment (SCE) with Maintenance Plan Items. • Failed Records will indicate Safety Critical Equipment without assignment to Maintenance Plan Items. Bills of Material (BOM) • Identify repair parts that are not on a BOM. Repair parts not on a BOM are considered obsolete. • Failed records: repair parts with inventory but not on a BOM. Technical Objects (Functional Locations / Equipment) • Check that the Technical Object has been modified in the last 5 years. • Failed records are Technical Objects that have not been modified in the last 5 years. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 14 SAP Asset Data Quality Rapid-Deployment Solution (RDS) Examples of Asset Data Quality Rules (2/2) Technical Object Hierarchy How many levels are in use, levels sufficient? Is it a good use of multiple hierarchies? Operational records (work orders, notifications, etc.) present at what levels? % of class characteristics populated (for facility 1 - x%, facility 2 - y%...) Lowest level - too detailed or too coarse? This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 15 Master Data Governance © 2013 SAP AG. All rights reserved. 16 SAP Master Data Governance, EAM extension by Utopia Centrally govern asset master data on top of SAP Business Suite A natural extension of the business processes running in SAP EAM, providing out-of-the-box, enterprise asset management master data governance to centrally create, change and distribute master data. Governance Enables governance, compliance and transparency through integrated staging, approval and central audit trail Consistent Data Delivers consistent definition, authorization and replication of key SAP EAM master data entities Integration Native integration with SAP Business Suite and SAP ERP, including EAM (ERP-PM) Re-use Re-use of SAP data model, UI and existing business logic and configuration for creation and validation of master data Data Quality Can leverage SAP Data Services for data quality and enrichment This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 17 SAP MDG – Enterprise Asset Management extension Process flow archetype External Providers External Services SAP Master Data Governance Collaboration Adaptable Workflow Auditable Change Process Re-Use existing business logic Integrate external services Data Enrichment, Duplicate Check Central maintenance of master data in staging area Maintain Maintain Validate Validate Approve Approve 3rd party EAM systems Replicate Replicate Automatic replication to non-SAP and SAP systems SAP ECC Enterprise Asset Management 5 Adapt Adapt Adaptation / Enrichment in local systems 5 Business Processes This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 18 SAP MDG – User centered design Rules based auto fill and drop down lists Adjust the User Interface to your needs Defaulting Personalization Configurable via WebDynpro Efficient processing Rule-based auto-fill Drop-down lists and values pulled directly from EAM (ERP-PM) Minimize inaccurate information & facilitate error-free loading This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 19 SAP MDG – EAM extension: Capabilities Facilitating utmost business process performance 1 Deliver Out-of-the-Box 5 2 Re-Usability & Extensibility Integrated EAM Object Model SAP Master Data Governance, enterprise asset management extension 4 3 Governance, Collaboration & Data Quality Robust Data Replication This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 20 SAP MDG – EAM extension: Capabilities Out-of-the-box solution Low TCO Full Integration to SAP Plant Maintenance as a client Offer integration services for non-SAP client systems Flexibility Workflow flexibility closely integrated to a framework for defining business rules Ease of consumption Deliver roles on a web based UI Deliver process-centric solution Best Practice Deliver a Data Model proven by asset intensive industries Process Transparency Reuse of existing processing logic Integration Out-of-the box data replication mechanisms, using stable mechanisms This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 21 SAP MDG – EAM extension: Capabilities Integrated Object Model Out-of-the box delivery of proven data models for enterprise asset management master data Basic Data & Description General Data Functional Locations Reference Data Reference Data Manufacturer Data MRO BOMs Manufacturer Data Work Centers Location Data Account Assignment Measuring Points Responsibilities Production Resources Structuring Object Links Account Assignment Responsibilities Organiza -tional Data Maintenance Plans Loc. Data Location Task Lists Longer term scope, subject to change Loc. Dat a Equipment Master General Data Class Assignment Organizational Data Basic Data & Description Basic & General Data Basic & General Data Enterprise Asset Mgmt This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 22 SAP MDG – EAM extension: Capabilities Governance, Collaboration… Linear or distributed & workflow based Possibility to extend the process by adding business logic and thereby bringing in data quality Business Logic Has roles and responsibilities and also task authority (e.g., create, change, approve) Can be adapted and tailored based on customer needs Data in process stored in a separated repository, will be transferred to operational database after final approval Approval Flexible enough to respect the distributed responsibilities existing in a company across various business units This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 23 SAP MDG – EAM extension: Capabilities …and Data Quality Prevent creation of duplicates for increased effectiveness and efficiency Checked early and embedded in the process Validations Re-use of existing validation logic in SAP ERP Custom validations can be modeled and programmed with BRF+ Rules Framework Location Enrichment Simple check and selection lists This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 24 BRF+ Rule Example Making Field Mandatory (Simple) This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 25 BRF+ Rule Example Derivation Rule from Equipment Maintenance Plant This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 26 BRF+ Rule Example Check External Equipment Number This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 27 BRF+ Rule Example Checking Superordinate Equipment This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 28 SAP MDG – EAM extension: Capabilities Robust Data Replication Replication Style Automatic or manual replication to SAP & non-SAP Peer-to-peer or mediated Supported Replication Techniques User DRF controlling replication mechanisms such as ALE, SOA Service and RFC Process Replication Features Flexibility to replicate selected data only to a specific client system by defining filters Monitoring and error handling Data Replication Non-SAP System SAP System This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 29 SAP MDG – EAM extension Capabilities Reusability & Extensibility Reuse standard content Individual Processes Tasks Configurable functionality Extended Reuse existing data structures and functionality of SAP Business Suite Reused Be able to enhance MDG functionality based on packaged enterprise asset data content and customer-specific extensions Extensible data structures Core Processes Provide easy-to-use extensibility capabilities for enhancing nodes and fields Central Team data model user interface processes data replication This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 30 Recap: High-level Architecture Overview Focus on Enterprise Asset Management Optional EIM Parts Central System for Master Data Processes Client Systems Portal / NetWeaver Business Client ERP SAP Master Data Governance User Interfaces, Roles, Work Centers Information Steward Workflows Data Services Staging Enterprise Asset Management Domain CRM Validation Power Designer Change Request, Governance Model, Search & DQ Adapters, UI Framework, Analytics, Replication, Key / Value Mapping NetWeaver MDM SAP Solutions for EIM SRM Cloud Systems SAP ERP 6.0 EhP 6 / 7 AS ABAP 7.x 3rd Party SAP HANA Integrate services for data cleansing, matching & consolidation Tight integration into SAP Business Logic and leveraging standard AS ABAP On Premise Apps Client systems are integrated via various channels (such as SOA, ALE, RFC, File) This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 31 Asset Information Network © 2013 SAP AG. All rights reserved. 32 Outlook Asset Information Network Predictive Maintenance Asset Lifecycle Work Schedule Global Inventory Manufacturer Specific Apps Service Providers / Dealers Benchmarking Parts Verification Publish Nameplate Info Subscribe Service Bulletin Receipt Maintenance Strategy Service Bulletin Processed 3D Parts # / BOM Failure Modes Installation Information Recalls Failure / Incident Data Safety Controls Design Recommendations Process Controls Risks & Controls Service Bulletin Designs & Drawings Design Improvements OEM EPC Site-specific Information Usage Information Service Bulletins & Revs Measurement Documents Sensor Definition Telemetry Licensing Op Instructions Service Provider Maint Instructions Safety Instructions Product Training Information Provider Network Information Consumer Network Operator Service Provider This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 33 How to change the way we manage assets: Share a common definition of machines! Asset Owner #1 Chemicals Asset Owner #2 Mining Manufacturer #1 Publish Once Asset Owner #3 Utilities Move from Request / Receive to Publish / Subscribe Manage, Don’t Maintain! This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 34 How to change the way we manage Assets: It’s not just a picture … it is valuable content! Specifications MOTOR TYPE NUMBER OF PHASES POWER RATING NUMBER OF POLES VOLTAGE RATING ROTATIONAL SPEED FREQUENCY FRAME NUMBER MOTOR MOUNTING DATA ENVIRONMENTAL PROTECTION CURRENT RATING DUTY RATING SHAFT SIZE Value DC 3P 570KW 2P 690 V Maintenance Strategy / Intervals & Tasks Asset Owner #1 Chemicals Asset Owner #2 Mining Manufacturer #1 Publish Once Asset Owner #3 Utilities Equipment Subdivision Electric motor Lubrication system Stator Reservoir Rotor Pump Excitation Motor Radial bearing Filter Thrust bearing Cooler Coupling Valves Control and monitoring Piping Control Oil Actuating device Cooling system Monitoring Heat exchanger Valves Filter Internal power supply Valves Miscellaneous Piping This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. hood Pumpwithout a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. Revisions / Service Bulletins Manage, Don’t Maintain! 35 Asset Information Management Key points to Take Home Asset Information Management raising the quality of asset master data is key to successful maintenance execution and risk & safety management. SAP has significantly invested into these areas and is further enhancing these capabilities to ensure performance, risk, and costs can be managed in a coherent manner, a high accuracy of master data can be achieved by an improved user experience, a match occurs between real world and system data through respective tools and interfaces to sensor data, new possibilities for visualization on all end-user devices are being provided, mechanisms are being delivered for guiding change management. Overall vision is a holistic support according to ISO 55000. This presentation and SAP‘s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided © 2014 SAP SE. All rights reserved. without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. 36 Thank you! More information: http://www.sap.com/eam http://service.sap.com/roadmap http://www.sap.com/solutionexplorer www.twitter.com/EAMatSAP http://scn.sap.com/community/eam