COGNOS Reporting Alen Burr Maximo/Cognos Reporting – Alen Burr • Shell ( 27 Years) – Aberdeen (General Accountant) – Lowestoft (Financial Accountant) – Aberdeen • Business Unit (Senior Accountant) • Brent Redevelopment Project • Cost & Planning Manager (Brent) • SAP Implementation • Petroleum Development Oman (10 Years) – SAP & BI Development • Premier Oil (< 2 Years) – Maximo & Cognos Development Key Premier Oil Assets • Balmoral (EOFL 2019) – Premier (78%) – Talisman (15%) – Idemitsu ( 7%) • Solan (1st Oil Q4/2014) – Premier Oil (60%) – Chrysaor (40%) • Catcher (1st Oil Q2/2017) – Premier Oil (50%) – Cairn Energy (30%) – MOL (20%) Balmoral Operations Solan Project Catcher Development Financial Reporting Packages Overview Forecast to Budget Comparison (Monthly) Joint Venture Accounts (Yearly) Business Unit Report (Monthly) Commitment Control (Transactions On-Line) Joint Venture Billings (Monthly) Financial Accounts TM1 MAXIMO UNIFIER VISION SUN SYSTEMS (Projects) (Finance) What Maximo does for Premier Work Management Materials Management Maximise Effectiveness …. Minimise Costs Contract Management Procurement Management Maximo – Key Processes Maximo/Cognos Journey – Premier History • Background (Maximo implementation / development) – Lack of confidence in Maximo related processes – Incomplete data in Maximo e.g. Paid outside • Good Quality / Fit for Purpose Reports now created • Explanation of Report contents / purpose (What) • Demos (How) – Reports – Drill Through – PDF and Excel • Way Forward (Future) – Maximo + Maximo Reporting – Asset Breakdown Budget Code SYS System J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095200 A TAG - Miscellaneous J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095201 B TAG - Installation J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095202 D TAG - Riser & Well J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095203 E TAG - Vessel Structure J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095204 F TAG - Vessel Fittings J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095205 G TAG - Vessel Facilities J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095206 H TAG - SYS H J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095207 J TAG - Oil System J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095208 K TAG - Gas System J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095209 L TAG - Water Injection J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095210 M TAG - Utilities J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095211 N TAG - Electrical & Control J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095212 P TAG - Loss Prevention J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095213 R TAG - Subsea Systems J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095214 S TAG - Diving Facilities J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095215 T TAG - Drains/Disposal J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095216 V TAG - Accommodation J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095217 W TAG - HVAC Systems J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095218 X TAG - Propulsion J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095219 Y TAG - Main Diesel Engines J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095220 Z TAG - Boiler Systems Maximo Reports – Platform Integrity Dashboard • Summary of all Work Order Types & Target Start Dates • RAFs & DAFS opened and closed in last 6 months • Backlog summary of Planned, Assure & Corrective WOs Maximo Reports – Estimated Look Ahead • Planned Maintenance Schedule – next 3 years • Identify busy periods of PM – enable efficient planning of workforce • Can be filtered to focus on individual CRAFT types Maximo Reports – RAFs and DAFs Report • Summary of all RAFs & DAFs in Maximo • Focus on RAF and DAF creation and close dates / volume by SCE number • 6 Month Plan showing how many RAFs and DAFs have upcoming target start date Maximo Reports – Work Order Completion Compliance • Highlights WOs that have past priority completion due date • Report driven by priority & each priority's allocated timescale • 12 month trend of WOs missing their priority target date Cognos Reporting – Key P-2-P Reports • Catalogue of Reports available to support business in the following areas: – Contracts – Commitments – Suppliers – Purchase orders – Invoices – Budgets – Other • Catalogue available for review Maximo Transactions – Contract & Commitments Maximo Data – Getting the basics right Maximo Reporting – Demos • Contract Status (All live Contracts) • Contract Purchasing (Detail per Contract) • Commitments (ITD or YTD) – Summary – Drill through to POs and Invoices • Supplier Summary & Detail • PO Receipt Monitoring Dashboard • Invoice Payment Dashboard (pay on time focus) – Site (incl. drill through) – Vendor (incl. Jump to POs and Invoices) • Invoice Monitoring Maximo Reports – Contract Status • Summary line per active contract Maximo Reports – Contract Purchasing • Detailed breakdown per Contract Maximo Reports – Commitments Summary • Summary and Grouping by Budget Code Year to Date YTD) Maximo Reports – Commitments Detail • Breakdown by Purchase Order & Invoice Maximo Reports – Commitments Summary • Summary and Grouping by Project Inception to Date (ITD) Maximo Reports – Commitments Detail • Breakdown by Purchase Order & Invoice Maximo Reports – Supplier Summary • Summary Line per Vendor Maximo Reports – Supplier Detail • PO and Invoice Detail by Vendor (All and by PO) Maximo Reports – PO Receipt Monitoring Dashboard • Measures progress of receiving goods/services v. PO Maximo Reports – Recently Raised POs • View of budget coding for each PO Line Maximo Reports – Invoice Payment Dashboard • Measures progress of invoicing by Site & Vendor Maximo Reports – Invoice Payment Dashboard • Measures progress of invoicing by Site & Vendor (Good) Maximo Reports – Invoice Payment Dashboard • Measures progress of invoicing by Site & Vendor (OK?) Maximo Reports – Invoice Monitoring • Trail of where invoices are – identify problem items, bottlenecks etc. Maximo/Cognos Reporting – Key Challenges • Key personnel brought in late e.g Finance & IS (Catch-up) • Weak processes in key areas (Maximo Optimisation Project) • Maximo/SUN/Unifier (remains challenging) – Payment data – Manual Corrections – Different Processes / Timing Differences • Maximo / COGNOS (Success) – Frameworks (Understanding Data) – Process re-engineering e.g. Commitments in MAX – Reports (see the wood for the trees) – Summary Tables (Performance) Maximo Reporting – Process / Stakeholders • Users • Finance • Operations • Contracts & Procurement Maximo Reporting – The Way Forward • • • • Expand usage of currently published Reports Improvements to Current Reports Create additional (new) reports Data Quality Improvements – Maintenance Dates – Materials (incl. Inventory) – Further SUN payment data import • Process Improvements – Accounts Payable – Contract & Material Management – Budget Management