Real World Examples of Productivity Gains with Blue Mountain RAM Nick Kilmer, Project Manager II September 17, 2013 Introduction Based on actual customer before/after configurations Examples from a wide range of customers Various upgrade paths Overview Asset inductions System integration Equipment labeling Out of Tolerance investigations Work request tracking Equipment check-in Harmonized multisite implementations Asset Inductions Process for adding new assets into the CMMS Original Process Improvements With BMRAM No consistent entry point One standard form that all users are required to use Regularly receive requests with missing or incomplete information Required fields enforce that all requested information is provided Built-in rejection process with notifications Manually route form to required groups for review / approval Automatic e-Signature routing with email notifications Asset Inductions Original Process Improvements With BMRAM Manual transfer of information from “request” to CMMS Automatic creation of asset upon approval with automatic transfer of relevant information. Create equipment file to maintain original request form (if any form exists) and to organize associated manuals and documentation Instant traceability from asset to original request Embed associated documentation within the record to make it available electronically System Integration Automatic data transfer between two systems (ERP to BMRAM) Original Process Improvements With BMRAM Asset records are created twice, once in each system Asset is added to ERP system and automatically transferred to BMRAM Changes must be made in both systems Changes are made in the ERP system and automatically changed on the record in BMRAM Users must have access to both systems to view work history Work history is automatically reflected in ERP system upon completion in BMRAM Equipment Labeling Process for generating labels (asset tags, calibration labels, out of service) Original Process Improvements With BMRAM Users manually look up information for and hand-write labels Labels are electronically generated directly from BMRAM Users have to type ID from label into BMRAM search fields Barcoded labels allow users to scan ID for entry into search fields Metrology required to replace labels frequently because of cleaning process New label media resists fading and wear and tear better than traditional labels OOT Investigations Process for tracking / investigating Out of Tolerance events Original Process Improvements With BMRAM Manual decision by technician / reviewer to initiate an OOT Defined criteria to automatically initiate an OOT at the appropriate point in the workflow Manually populate OOT with information from work record Automatic transfer of relevant work information to OOT with instant traceability Inform owning department, QA, management via email / phone / OOT form Automatic notification at the point the OOT is generated to all affected users / groups OOT Investigations Original Process Improvements With BMRAM Manually route form to required groups to Workflow state controls notify and allow populate required information, review the appropriate groups to enter their and approve relevant information Investigation requires manual review of historical records Electronic records allow for generation of historical trending reports Requires oversight to ensure investigation is completed within the required period of time Electronic record captures all action dates to allow monitoring of the length of the investigation Inconsistent process for making required changes to the affected asset in a timely fashion When changes are required, change request is automatically initiated in its own workflow Equipment Check-In Process for tracking equipment brought to the lab / shipped to vendor Original Process Improvements With BMRAM Coordinator calls/emails individual owners to notify of events due SSRS subscriptions automatically email owners with lists of their specific items due User manually populates a check-in form when the instruments are brought to the lab An electronic check-in form is created and automatically imports relevant asset information Transcribe information to separate shipping form / packing list for vendor calibrated items Generate shipping form report from BMRAM with all relevant information Equipment Check-In Original Process Improvements With BMRAM No traceability between form and location Workflow of check-in form indicates of instrument / status of work status and is linked to the associated work record Users call/email lab to inquire about the status of their instruments Users can log into BMRAM to view the status via the check-in form or workspace Coordinator calls/emails individual owners to notify for pickup Workflow automatically emails owner when check-in form reaches appropriate status Forced to estimate turn times for the work completion process Lab records all action dates on check-in form which allows for generation of metrics Equipment Work Request Process for requesting / tracking unplanned maintenance Original Process Improvements With BMRAM User prints and populates work request form and delivers to maintenance User submits electronic work request form that is displayed in planner’s workspace Planner reviews request and follows-up via phone/email Workflow allows for “rejection” or “approval” with automatic notifications Planner references manuals, SOPs, other documentation to identify the steps that are required Planner browses predefined bill of materials for parts and associates predefined Work Plan Template(s) (WPT) Equipment Work Request Original Process Improvements With BMRAM Planner distributes paper form to the assigned technician Planner assigns technician to electronic request Work is displayed in technician’s workspace Paper form must be routed to calibration / validation to verify additional requirements Upon completion of maintenance, request is automatically routed to appropriate group No link between request and all work that Request form is linked / traceable to has been completed asset and all associated work Multisite Implementations Harmonized implementation for multisite organizations on shared hardware Original Process Improvements With BMRAM Different CMMS’ or different versions of the same CMMS across the organization One standard version for all sites Duplicate validation effort for initial implementation / ongoing changes Leverage harmonized configuration to reduce validation effort for subsequent sites Site specific SOPs / work instructions, training materials, reports Global documentation and shared reports Multisite Implementations Original Process Improvements With BMRAM Inconsistent data entry forces manual metrics generation / estimates Consistent data entry in one database allows for global metrics report automation Technical / user support issues require localized administration Harmonized implementation allows for global support and faster resolution of issues Group Discussion Questions / Comments