Computerized Work Management Systems for Utility and Plant Operations

Preface

Chapter 1: Introduction to Computerized Work Management Systems

• What is a CWMS?
• The History of the CWMS
• The CWMS Market Today
• Appendix 1.1 Guidelines for Searching for CWMS Vendors

Chapter 2: CWMS–An Integral Part of Work Management Strategy

• An Introduction to Best Practices

-Reactive Work
-Optimized Work

• The Work Management Process

-Work Initiation
-Work Planning
-Work Scheduling
-Work Execution
-Work Closeout
-Work History
-Work Evaluation
-Workflow
-The CWMS in Best Practices
-Cost Reporting and Work History
-Activity Based Costing Using a CWMS
-Asset Reliability Using a CWMS
-Operations and Maintenance Using the CWMS
-Roles of the Various Players Using the CWMS

Chapter 3: How to Justify a CWMS for Operations

• Identifying the Need for a CWMS
• Defining the Requirements for a CWMS

-Interviews
-Existing Level of Technology
-Observing Work Practices
-Defining the “As Is” Work Processes

• The Benefits and Savings that can be Realized

-Tangible Benefits (Using the CWMS to move from Reactive to Proactive
to Optimized Work

• Costs Associated with Selecting and Implementing a CWMS

-Direct Costs
-Annual Costs
-Cost-Benefit Analysis (Developing the Business Plan)

• Defining the Challenges and Constraints
• Preparing a Winning CWMS Proposal to Senior Management

Chapter 4: CWMS Core Modules and Features

• The CWMS and the Work Management Process
• Key Functionality of the Work Order Module) Sometimes Referred to as the Maintenance Module)
• Asset Records
• Performance Centers
• Work-Related Functions

-Work Request (WR)
-Work Orders (WO)
-Planning
-Scheduling
-Work Execution
-WO Closeout
-WO Evaluation

• Capital Projects-Related Functionality
• Materials Management (The Inventory and Purchasing Modules)
• Inventory Functionality Needed to Support the Inventory Cycle (Figure 4.2)
• Purchasing Functionality Needed to Support the Cycle (Figure 4.3)
• Workflow
• Asset Management
• Performance Management
• Appendix 4.1 Key Functionality by Core Module

-Asset Records
-Performance Centers
-Work Order Management

Chapters 5: CWMS Support Modules and Features

• Budgeting and General Ledger
• Financials–Accounts Payables and Invoicing
• Accounts Receivables
• Document Management
• Permitting Module
• Vehicle or Fleet Management
• Reliability Engineering
• Report Writer
• Appendix 5.1 Key Functionality by Support Module

-Invoicing
-Budgeting and General Ledger
-Accounts Receivables
-Document Management
-Permitting (Safety)
-Report Writer

Chapter 6: Integration into a Complete Computerized Business Tool

• Introduction
• Why an Integrated Technology Solution?
• Integration Methodologies
• Data Transfer Requirements for an Integrated Technology Solution
• Configuration Management Necessary for an Integrated Technology Solution

Chapter 7: Hardware and Operating Environment

• Introduction
• Mainframe and Minicomputer Infrastructure
• Client Server [Wide Area Network (WAN) and Local Area Network (LAN)]
• Mobile Computing
• Operating Platform
• Database Considerations
• The CWMS and the Internet
• Appendix 7.1 Template for Developing the Technology Requirements for a CWMS Project

-Application Architecture
-Operating System Requirements
-Application and User Security (for Control and Access to the CWMS)
-Desktop Computers
-Network Connectivity

Chapter 8: Selecting and Acquiring the Most Appropriate CWMS for Operations

• Using Consulting Help or Doing it Yourself–The A to Z Concept

-Step 1: Planning Phase: Select Internal Team Members, Consultant
and Project Kick-off
-Step 2: The Market Survey
-Step 3: The Request for Information (RFI) and the Scoring Process
-Step 4: The Request for Proposal (RFP)
-Step 5: The Product Demonstration
-Step 6: Reference Evaluation and Contract Negotiations

• Appendix 8.1 Selection Team Requirements

-Core Team Members
-Extended Team Members
-Team Members’ Time Commitment
-Team Member Qualifications
-Team Leader Qualifications

• Appendix 8.2 Key Elements of the Project Plan
• Appendix 8.3 Template for a Communication Plan
• Appendix 8.4 Template for an RFI

-Topic Areas for the Request for Information (RFI)

• Appendix 8.5 Template for Scoring an RFI
• Appendix 8.6 Template for Functional Requirements Document (for RFP)
• Appendix 8.7 Template for an RFP

-Topic Areas for the Request for Proposal (RFP)

• Appendix 8.8 Template for Scoring an RFP
• Appendix 8.9 Template for a Vendor Presentation and a Product Demonstration Script
• Appendix 8.10 Template for a Demonstration Script Score Sheet
• Appendix 8.11 Reference Evaluation Checklist
• Appendix 8.12 Site Visit Checklist

Chapter 9: Preparing to Implement a CWMS

• Steps in the Pre-Planning Phase of the Implementation Process (Figure 9.2)

-Step 1: Planning for Change and Selecting an Implementation Team
-Step 2: Core Team Orientation
-Step 3: Project Planning and Integration with Other Projects
-Step 4: Creation of an Organization to Support the CWMS
-Step 5: Validate and Confirm, the “To Be” Business Processes
to Support Configuration
-Step 6: Develop the Hardware Infrastructure
-Step 7: Develop the Data Model

• Appendix 9.1 CWMS Team Charter

-Areas to be Defined in the Team Charter
-Use of the Team Charter

• Appendix 9.2 Template for CWMS Implementation Team Issues Log
• Appendix 9.3 Implementation Project Plan and Schedule
• Appendix 9.4 “As Is” and “To Be” Work Process Flow Charts for “Routine Work”

Chapter 10: CWMS Implementation Methodologies

• The CWMS Implementation Process Phases

-Conference Room Pilot Phase
-Field Trial Phase

• Rollout

-The Post Implementation Review

• Conclusion
• Appendix 10.1 Template for CWMS Test Plan

Chapter 11: Using the CWMS for Cost-Effective Work Management and Improved Equipment Reliability

• CWMS–The Most Effective Tool for Enabling the Work Management Process
• The CWMS and Budgeting
• The CWMS and Performance Management
• Using the CWMS to Improve Asset Reliability
• A CWMS and Asset Management
• A CWMS Supports Succession Planning and Corporate Knowledge Retention

Chapter 12: Keeping Current on the CWMS Solution

• “It’s the Practices that are Important–Not the Technology”
• Software Development
• Vendor Support

-Software and Technical Support
-User Group
-The User Conference

• Benchmarking Performance

Chapter 13: Why Do CWMS Fail? Pitfalls and Solutions

• Typical Pitfalls in First-Time CWMS Projects and Recommendations on How to Avoid Them

Chapter 14: Future Trends in the CWMS Industry

• Technology Changes
• Practices-Related Changes
• Asset Design
• People-Related Changes
• Industry Templating
• Application Service Providers (ASPs)
• Consolidation of the Market Players to Provide a Seamlessly Integrated Business Tool
• Conclusion

Case Studies of CWMS Projects
Glossary of Terms
Index