Business Connect 2015 Andrew Meme – Offering Manager Analytics Facilities and Asset Management

1. Business Connect 2015Andrew Meme – Offering Manager Analytics Facilities and Asset Management

2. Trends: Internet of Things (IoT), Analytics, Mobility, Standards ARC Advisory Industrial IoTs for Connect Assets The number of connected devices is exploding New interest in Asset Management Standards ISO 55000/PAS 55 Advanced analytics available today Mobility take center stage

3. Enterprise Asset Management is critical in asset intensive organizations Laggards Leaders 100% Liberated fundingfor transformationinvestment or direct saving CAPEX StrategicChangeCapacity AssetUtilization CAPEXDecrease3-7% CAPEX (extend asset life) UnplannedDowntime(reactive spend) Current Maintenance & Operations Budget Deployment (1-time) Labor Costs(operations andmaintenance) Asset Utilization IncreasedProduction8-15% Unplanned Downtime MROInventory (<1 turn) Labor Costs Annual Operating Cost Savings Avg10-25% Industry Leaders Use EAM to gain a Competitive Advantage Increased Asset performance drives reliability Contributes to the bottom line Optimized Inventory MRO Inventory (2-3 turns)

4. Asset Management: Addressing Challenges to Drive ROI Risk and Compliance Management • Regulatory compliance • Health Safety & Environment Operational Excellence • Best Practices • Reliability ROI & Value for Client Business Agility • Process Standardization • Ability to Adapt Business Alignment • Investment Accuracy • Supporting Strategic Goals System Consolidation • One version of the truth • Cost and Complexity

5. EAM provides enterprise level visibility across functional departments. Executiveshave visibility and control across the organization through common systems enabling better business decisions Planner and Schedulers can see availability of their workforce and use graphical tools to make assignments; Compliance/Risk/ Governancecan see asset detail to ensure regulatory compliance and mitigate risk Contract Managerscan see asset related contracts; negotiate vendor T&Cs and monitor supplier performance Purchasing Managerscan see costs and orders enterprise-wide for price comparisons, discounting, standardization and order tracking Maintenance Managerscan see job plans enabled by availability of information to increase asset capacity Field Technicians can see work assigned to them and capture critical data about assets in a mobile device Financial Managerscan see the entire inventory and analyze return on assets for financial reporting Operations Managers can see asset conditions in sufficient detail to improve asset utilization & performance IT Managerscan see how to streamline inventory and resources across the organization

6. EAM is Cost Focused EAM is An Investment Enterprise Asset Management – Maturity Model

7. WORK MANAGEMENT ASSET MANAGEMENT SUPPLY CHAIN Inventory Management Modules • Item Master, Storerooms • Inventory, Inventory Usage • Condition Codes • Tools, Stocked Tools • Service Items Work Management Modules • Assignment Manager • Job Plans • Lock-Out/Tag-Out • Labor Tracking • Preventive Maintenance & Master PM • Qualifications • Safety • Service Items and Requests • Tools/Crafts Asset Management Modules • Condition Monitoring • Failure Codes • Locations • Meters and Meter Groups Procurement Management Modules • Desktop Requisitions • Purchase Requisitions • Purchase Orders • Receiving & Shipment Receiving • Request for Quotation • Companies • Company Master Contract Management Modules • Labor Rate Contracts • Lease/Rental Contracts • Payment Schedules • Purchase Contracts • Warranty Contracts • Terms and Conditions

8. PLANNING and SCHEDULING HEALTH, SAFETY and ENVIRONMENT HSE Modules • Operations • Control of Work • Investigation and improvement • Change Management • Compliance • Knowledge Management Planning and Scheduling Modules • Scheduler • Graphical Assignment MOBILITY ANALYTICS Maximo Mobile • Work Management • Asset Management • Inventory Management Inventory Insights Key Performance Metrics BIRT Reporting Maximo Business Intelligence Maximo Anywhere • Work approvals • Map access • Failure Reporting • Meter Management

9. Industry Solution Model for Maximo - addressing industry & client requirements, reducing configuration and improving overall time to value Maximo Asset Management Customer Configuration Industry Solutions Transport Industry Oil & Gas Industry Nuclear Industry Utilities Industry

10. Maximo Oil & Gas Industry Solution • Operations Management • Operating Policy • Operating Procedures • Operators Logbook • Production Reporting / Log • Downtime Reporting • Drilling & Completions • Knowledge Management • Knowledge Capture • Information Bulletins • Lessons Learned • Solutions Maximo Asset Management Customer Configuration • Change Management • Change Request • Management of Change • Standard Actions / Groups • Technical Authorities • After Action Review • Compliance Management • Audit & Survey • Regulatory Compliance • Conformance Management • Corrective & Preventive Action Industry Solutions • MRO Supply Management • Contract Management • Purchasing • Inventory Management • Warranty / Claim Processing • Receiving / Inspections • Invoicing • Risk Management • Hazard / Risk Register • Risk Modeling • Risk Assessments • Permits & Certificates • Permit to Work • Investigation Management • Investigations • FMECA Analysis • RCFA Analysis • Five Whys Analysis • Action Tracking • Integration Products • To complex scheduling requirements. • To ERP systems – SAP, Oracle, etc. • To EDM systems – Filenet, etc. • Work Management • Work Prioritization • Condition for Work • Job Planning • Work Orders • Work Execution • Asset Management • Location Register • Asset / Equipment Register

11. Maximo Utility Industry Solution • Crew Management • A collection of resources working together, skills, crafts, qualifications, labor and specific people, vehicles and tools • CU Estimating & Compatible Units Library • Design standards for construction estimates, comparison and selection • Construction estimating standards • Maximo Spatial Asset Management • GIS Integration • Map in Maximo • Map tab for assets, meters, locations, work orders, service requests • Smart Meters as Assets • Asset lifecycle management for revenue meters including bulk receiving and transfer Maximo Asset Management Customer Configuration • Auto Locate and Create • Find assets, locations, WO’s and SR’s on a map to understand proximity and context • Revenue Meter Sampling • Sample templates and random sampling support for meters required – regulators, report status and store test results Industry Solutions • Polygon Selection Sets • Draw a specific polygon on a map and select actions, create WO’s and inspections • Meter Alarms / Condition Monitoring • Web service to capture specific meter alarms such as tamper or low battery – to launch work order to investigate • Redlining Support • Map redline draw tools supporting export, imports and query by attributes • Integration Products • To complex scheduling requirements. • To ERP systems – SAP, Oracle, etc. • To EDM systems – Filenet, etc. • Task Prerequisites • Supports administrative work requirements identifying predecessor and successor relationships to required work order tasks such as an occupancy permit prior to energizing the site • Regulatory Tracking and Support – NERC/CIP • Asset identification as Critical Infrastructure or relationship to regulations. Work can be tracked as job plans supporting regulatory requirements and inspections on all related assets. Sabotage of any asset can also be identified. • Integration Framework ISM - SDK • Integration SDK type support downloadable, as is, from the ISM Library to assist with: Mobile Work Force Management integration, Graphical Design Tool integration, Fixed Asset integration for unitization

12. Maximo Transportation Industry Solution • Inventory • Position codes • Count books • Labor • Assignment manager • Labor certification • Alerts • Maintenance alerts • PM alerts • Warranty alerts Maximo Asset Management Customer Configuration • Telematics Data • Telematics data management • Asset Information • Asset alias • Asset history • Condition monitoring • Consist management • Licensing & insurance • Axle configurations • Specifications & vehicle data Industry Solutions • Warranty • OEM warranties • Part warranties • Warranty tracking & recovery • Reporting & Analysis • Drivers log • Industry reports & KPIs • Life cycle costing • Log segments & problems • Campaigns • Campaign setup • Progress status • Integration Products • To complex scheduling requirements. • To ERP systems – SAP, Oracle, etc. • To EDM systems – Filenet, etc. • Fuel Management • Fuel record • Fuel tank monitoring • fuel transaction import • Work Management • Mechanic work order • Recent & repeat repairs • Repair orders • Inspections & servicing • Tire & wheel management • Meters • Meter adjustments • Meter change out • Meter import • Meter history • Primary meter • Unlimited meters 12

13. Real estate & facilities managers had different questions in the past How do I consolidate disparate solutions into a single source of truth? Integrated Workplace Management Solutions (IWMS) How do I install this solution within my IT department’s infrastructure? On-premise installation on powerful servers Will my solution be flexible enough to adapt to future requirements? A flexible, web-based platform that can be configured with no code Can I integrate with my finance and ERP systems? Interoperability is a must-have and not an option How do I make my departments more efficient? Collaboration that reflects your way of doing business Who will I turn to, when something goes wrong? My IT shop and my implementation team How do I help my few power users, while making my department heads better decision makers? A single source of truth that pushes reports and KPIs to key people

14. The paradigm has advanced and shifted today How do I make sense of all this data and optimize performance? How do I reduce IT costs and risks by putting this thing in the cloud? What can I do to make my system more user-friendly? Can I integrate with sensors and meters and other things to get better data? How do I ensure a return on my assets (ROA)? Who are the experts that I can turn to in order to ensure success? How do help many infrequent, casual users and top level executives at the same time?

15. IBM responds uniquely with unparalleled value How do I make sense of all this data and optimize performance? Cognitive analytics that require minimal training How do I reduce IT costs and risks by putting this thing in the cloud? Technology must be cloud-based by its very nature What can I do to make my system more user-friendly? Simple forms that adapt themselves to your device types Can I integrate with sensors and meters and other things to get better data? The Internet of Things (IoT) provides massive opportunities to connect How do I ensure a return on my assets (ROA)? Performance management is no longer just an option Who are the experts that I can turn to in order to ensure success? Business analysts are as critical as implementation teams How do help many infrequent, casual users and top level executives at the same time? Subscription-based licenses provide flexibility to many user types

16. IoT enabled Condition-based Maintenance keeps assets operating at peak performance! • Asset conditions indicate potential failures • Maintenance can be scheduled prior to failure, reducing downtime • Reduces chance of collateral damage Asset Reliability • Operational Assets • Instrument • Directly over the Internet or through gateway Asset Performance • Asset conditions indicate degrading performance • Maintenance can be scheduled to improve throughput Maintenance Efficiency IBM IoT Platform + • Maintenance is performed only when needed • Advanced warning enables better scheduling of maintenance • Reduced overtime for service personnel IBM Maximo Secure, reliable, real-time • Data from equipment can be delivered securely • Guaranteed delivery of information Safety • Minimizes catastrophic failure which could cause injury

17. IoT makes organizations more competitive Improving Engagement • TRIRIGA Vision & Strategy Presence-Based RE Optimization Building Energy Optimization Social Collaboration Accelerating Innovation Improving Operations How to deliver better end-user experience with better results through IoT Cognitive Search IoT Condition-Based Maintenance Predictive Maintenance Building Information Modeling Perceptive Applications Employee Mobility Cloud Solution Delivery

18. TRIRIGA Vision & Strategy BIM drives efficiency in workplace management Provides shared information across facility design, construction and operations Solution: TRIRIGA Connector for BIM Facilities Operations: BIM stores detailed 3D geometry and extended attributes of every aspect of a building’s composition. This linked data between systems and people increases efficiency of project execution, facility design, and maintenance operations REFPM Challenge: Transition from building design and construction to operation and maintenance requires time-consuming and costly integration of critical information. Management seeks to use this information in a wide range of applications, used by a wide range of users. • Benefits to People: • Integrates with the 3D BIM to make space planning faster and more efficient • Presents extended asset details from the BIM for maintenance technicians • Shows task details in context of an accurate 3D model for technicians • Extracts accurate procurement data directly from the BIM for project managers • Offerings • TRIRIGA Facilities, Operations, Projects • TRIRIGA Connector for BIM • Autodesk Revit

19. TRIRIGA Vision & Strategy Saves time with Perceptive web applications Simplifies the end-user experience and accelerates time-to-productivity Solution: Perceptive Applications The Asset: Some organizations prescribe unique and sometimes complex processes to manage their real estate and facilities operations. Systems must provide the ability for management and staff to use them efficiently and easily. REFPM Challenge: Real estate and facilities management consists of hundreds of business processes, ranging from simple to complex. Regardless of the number or complexity, organizations face the problem of how to employ advanced functionality quickly and easily to address all of them. • Benefits to People: • Reduces training for occasional users. • Generates quick, easy reports and views for executives, anywhere, from any device. • Boosts end-user satisfaction with system. • Offerings • TRIRIGA with HTML5 • TRIRIGA with Google Polymer

20. TRIRIGA Vision & Strategy Mobilizes a wide range of users for a wide range of needs Optimizes team productivity and system adoption Solution: Mobile TRIRIGA The Asset: Mobile assets include the physical assets, which may be stationary or mobile, and the people who management them, who may be stationary or mobile. All four scenarios are situations which represent opportunities to increase ROA. REFPM Challenge: Mobility has become central to integrated real estate and facilities management. Not only are people mobile, the assets themselves are mobile. The challenge is how to match both for requesting, using and managing the wide range of space. • Benefits to People: • Supports the wide ranges of mobile devices that users use. • Provides critical information while users travel, or while . stationary. • Works on-line or off-line. • Offerings • TRIRIGA Anywhere, “Shift” • FieldFLEX, ValuD, eCIFM, Whitesmiths,

21. TRIRIGA Vision & Strategy Provisions users on an as-needed, on-demand basis Accelerates system deployment and employee time-to-productivity Solution: TRIRIGA in the Cloud The Asset: Organizations need the power of software and do not want to invest in “shelfware”. TRIRIGA in the Cloud ensures flexible software provisioning and provides all required functionality quickly and on-demand. REFPM Challenge: IT organizations are taxed beyond ability and experience to support the unique requirements of real estate and facilities management. The REFM departments face challenges in IT responsiveness and how to address user-unique requirements. • Benefits to People: • Delivers only the required functions as needed, at the lowest cost for IT departments. • Delivers to REFM department staff the applications only when required. • Offerings • TRIRIGA SaaS • IBM Softlayer

22. TRIRIGA Vision & Strategy Cognitive analytics makes sense of big data Uncovers trends and ways to improve ROA in previously unimaginable ways Solution: Watson Analytics for TRIRIGA The Asset: Real estate and facilities management organizations generate an immense amount of data. New tools now exist to harvest the value, which is key to improving performance across the entire real estate and facilities portfolio. REFPM Challenge: Massive amounts of data are generated on a minute-by-minute basis. Making sense of it all can be overwhelming. Through simple, natural language questions with the power of cognitive analytics, one can quickly see trends and how to respond as never before. • Benefits to People: • Provides occasional systems advanced analysis to occasional users with little required training or help. • Generates flexible, actionable information and for executives’ decisions. • Offerings • Watson Analytics • Cognos TM1 • SPSS

23. TRIRIGA Vision & Strategy Generates real-time metrics for real-time diagnostics Reduces time-to-diagnose, time-to-resolve and time-to-repair Solution: TRIRIGA IoT Condition-Based Maintenance The Asset: The physical assets, along with the data from sensor-enabled assets can provide critical, timely information for maintenance condition analysis, problem detection and rapid issue resolution. REFPM Challenge: Today’s assets commonly contain a wide range of sensors and meters to improve ability to monitor condition. The acquisition and interpretation of this data to address concerns quickly and clearly requires a new approach to maintenance. • Benefits to People: • Highlights areas of concern for asset health by range of threshold. • Pinpoints maintenance focus for technicians. • Improves capital planning for Finance organizations. • Offerings • TRIRIGA Operations • MessageSight • Watson Analytics

24. TRIRIGA Vision & Strategy Anticipates asset failure, prevents failure Reduces costly emergency expenses and down-time, increase productivity Solution: TRIRIGA Predictive Maintenance The Asset: Buildings are composed of many different assets and systems, and many, many more possible points of failure. Data from sensor-enabled assets can provide critical, timely information for maintenance optimization. REFPM Challenge: Assets are interconnected and interdependent. If one fails, others fail as a consequence. Reducing the down-town of one reduces the down-time of many. Being able to predict failures and proactively preventing them means higher return on assets (ROA). • Benefits to People: • Highlights trends in mission-critical asset health for maintenance staff. • Prescribes optimal preventive maintenance schedule for planners. • Improves capital planning for Finance organizations. • Offerings • TRIRIGA Operations • MessageSight • Watson Analytics

25. TRIRIGA Vision & Strategy Presence-based insights drives real estate optimization Increase space utilization, increase rent revenue, reduce facility expense Solution: Real Estate Optimization The Asset: Monitor people movement and concentration patterns to modify space layout and optimize use of real estate assets IoT Challenge: We need to increase the utilization of our real estate and facilities, but lack an understanding of concentration patterns, movement and usage by people in our facilities • Benefits to People: • Empower space planners • Reduce business unit costs • Help lease manager negotiate an increase or decrease in rent • Enable project managers to prioritize capital spend to ensure ROI • Offerings • TRIRIGA Facilities & Reserve • Presence Insights • Watson Analytics

26. TRIRIGA Vision & Strategy Smarter buildings + smarter applications = energy savings Increase space utilization, increase rent revenue, reduce facility expense Solution: Real Estate Optimization The Asset: Buildings represent a critical asset used by staff to perform the required work of the organization. Analytics-driven energy optimization of the buildings can provide an optimal work environment at reasonable cost. IoT Challenge: Building can consume an immense amount of energy. Instrumented buildings can provide actionable information for energy management, but connected those insights with operational applications and the people who use them requires a different type of integrated solution. • Benefits to People: • Reduces energy and energy-related costs for operations management • Streamlines continuous commissioning and building retrofits for project managers • Offerings • TRIRIGA TREES • Building Management Center • Energy consulting services

27. TRIRIGA Vision & Strategy Social collaboration ensures superior outcomes Accelerates sharing of time-sensitive critical information for improving operations Solution: IBM REFM Social Collaboration The Asset: Many of the real estate and facilities management assets, such as leases, maintenance schedules, space allocations and the like require in-time, collaboration, and include new information to reach an optimal decision quickly. REFPM Challenge: Organizations rely on both staff and service providers to increase reliable process completion and reduce costs for REFM. Service providers and staff change over time, and organizations require collaboration and operational history to improve efficiency, evaluate service agreement compliance, and benchmark performance • Benefits to People: • Provides a secure, accessible forum for sharing, collaborating and making important REFM decisions among staff. • Provides additional information not stored in TRIRIGA today. • Offerings • IBM ISM Library • Twitter, LinkedIn, others

28. Who uses Maximo? The largest asset intensive organizations in the world. 11 of the 12 largest PHARMACEUTICALS companies 7 of the 10 largest AUTOMOTIVE companies 8 of the 10 largest OIL & GAS companies 11 of the 20 largest diversified UTILTY companies 11 of the 12 major AEROSPACE & DEFENSE companies 9 of the 15 busiest AIRPORTS 6 of the 10 largest ENERGY companies

29. Impact of Enterprise Asset Management Smart in Manufacturing: Improved factory efficiency, reduced maintenance costs and improved energy performance Smart in Government: the ability to visualize infrastructure and analyze maintenance costs in the city of 120,000 residents Smart in Healthcare: Ensuring availability of critical assets including facilities, emergency rooms and medical equipment Michelin, France • 70 plants in 18 countries • 110,000 employees. • Standardized globally on Maximo • Reduced operating costs • Enhanced safety operations • Improved productivity • Accelerated knowledge sharing. City of Cambridge, Ontario, Canada • 250,000 transportation, water, environment, & utilities assets • Using Maximo Scheduler and analytics to gain real results •USD 100,000 per year savings in staff time on capital forecasting•Reduced scenario and funding assessment time —from hours to minutes• Academic Hospital Maastricht, Netherlands • 395,000 patients and 4,700 employees • Availability of medical equipment critical to quality health care • Maximo ensures optimal maintenance of medical equipment and laboratory instruments

30. Impact of Enterprise Asset Management SMART in Transportation Decreasing asset downtime to help keep operations running smoothly Smart in Utilities: Sharing inventory and processes across the entire utility Smart in Automotive: Integrated solutions to optimize information and create real-time visibility of key data Bay Area Rapid Transit, San Francisco, USA • Accurately prioritize work and better manage labor • Reduced overtime and minimized service-affecting outages • Effectively plan inventory based on maintenance demands. Southern Company, USA • 43,000 MW of generating capacity • 86 power plants serving 10 million people • Standardized business processes and procedures • Reduced restoration times • Cost avoidance during outages • View of inventory levels across the entire system. General Motors, USA • One of the world’s largest automobile manufacturers • Implemented Maximo to support its global maintenance activities • Improved the quality of its data collecting and reporting processes globally

31. Impact of Enterprise Asset Management SMART in Education: Analytics embedded into asset management to keep critical campus and hospital systems running strong Smart in Ports: Keeps maintenance costs low with smarter asset management Smart in HSE: Establish methodology to identify precursors and trends to improve site & organizational performance Sociedad Portuaria Regional De Cartegena S.A. (SPRC) • SPRC, a port operator in South America, is using Maximo to help understand and predict the operating lifecycle of its assets. • 96% uptime for critical port equipment with preventive maintenance • USD1.5 million yearly reduction in inventory costs ENMAX Corporation, Calgary • Vertically integrated utility: manage electricity, natural gas, renewable energy with Maximo • 700,000 customer sites throughout Alberta • Maximo HSE Manager adopted for Problem Identification & Resolution at ENMAX • formal process to improve personnel safety, plant and equipment reliability, University of Tübingen, Germany 1000s of assets across multiple campuses and clinics, the university’s technical team needed to prioritize workloads • Using analytical models to guide technicians, for the hospital and the university as a whole • Increased productivity of technicians through more predictive maintenance practices