International Distribution Asset Management Study (IDAMS) - The outside-in perspective of your continuous improvement process (ISO55001) Program ...
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International Distribution Asset Management Study (IDAMS) The outside-in perspective of your continuous improvement process (ISO55001) Program overview IDAMS 2020 November 2019 © UMS Group Inc., All Rights Reserved
What is IDAMS? What is the added value of IDAMS? Outside-In Perspective for CIP*) according to ISO 55001 Learn from the best# Managing the Organization Asset Management Asset Management System Asset IDAMS Portfolio # be the best IDAMS provides DSOs with AM - Optimization Roadmaps © UMS Group Inc., All Rights Reserved *) CIP = Continuous improvement process; ISO55001- Kap. 10 IDAMS 2020 | Program Overview | 2
How is this supposed to work? Assetmanagement: Assessment; Report; Networking 1 Strategical – Asset Owner 2 Operating model Processes (Why/when: AM-policy, objectives) Tactical – Asset Manager Assessment (What: SAMP, AM-plans) IDAMS Operational – SPs (How: execution AM- plans) Competences IM & ET Analysis Report/ Conference 4 3 © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 3
What data is collected? Assessment: Onsite-Workshop Questionnaire Data Collection / -Validation Operating Model Processes • Asset Management Roles • Organisational structure (e.g. FTE and • Maturity of sub-processes: risk costs) management, asset strategy, investment • Asset management strategy planning, investment delivery • Importance of stakeholders • Monitoring/actions per subprocess • Business framework guidelines • Life-Cycle Management General • Risk management • Asset Strategies & Principles • Procurement perspectives • Decision-making skills • Property • Level and quality of documentation • Standardization • Key figures • Leadership and management • Non-compliance with asset plans • KPI: Goals and achievements • Continuous improvement • Capabilities to execute core processes • System size / characteristic • Added Value of Asset Management • Performance Management (SAIDI, LTIF, etc.) Supporting Technology Competences • Maturity of supporting technology / IT • Availability of current and future skills systems • Maturity of technical and non-technical • Data quality and completeness competences • Data models • Willingness to change • Data integration • Level of experience / education / training • Data analytics • Current knowledge and experience Skills • Maturity of information management • Applied IT tools © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 4
What are the values used to measure the peers? Report: approx. 30 AM features Comparative Analytics - TOP/LOW 10 Features - Report - Conference TOP 10 / Low 10 Approx. 30 AM-Features 1 Executive Summary Assess asset management by strengths, development fields, and recommendations 2 Analysis Detailed analyses with data & facts to support the abnormalities 3 Peer-to-Peer Results- or leading practice conference: to share knowledge and address opportunities and improvement initiatives © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 5
What do participants say about IDAMS? Voices on the program & the conference Learned / Insights • Confirmation of the current own direction • Peers face similar challenges • Insight into practices of the best • Inspiration for your own improvement map Conference Program • Excellent content of the program • Balanced mix of participants' practices and views of UMS • Strong link between benchmark and conference themes Conference • It was great • It was inspiring • Very open atmosphere • Great learning experience © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 6
What is the difference between ‚IDAMS General‘ and ‚IDAMS Deep Dive‘? GENERAL: Entire AM value chain high level Deep Dive: One AM theme (e.g. SAMP) in detail 1 GENERAL Deep Dive GENERAL Deep Dive GENERAL Deep Dive or 2020 2021 2022 2023 2024 2025 2 GENERAL Deep Dive Deep Dive GENERAL Deep Dive Deep Dive GENERAL Deep Dive Strategical – Asset Owner (Why/when: AM-policy, objectives) Tactical – Asset Manager (What: SAMP, AM-plans) Operational – SPs (How: execution AM- plans) Members decide whether we take option 1) or 2) and which Deep Dive topic will be dealt with in each year © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 7
What are the qualities of IDAMS 2020? Facts - Interaction - Data - Alignment Qualities Characteristics Facts • IDAMS focuses on facts and tries to avoid self-assessment • Focus on output of the processes - what have you learned from it? How has it improved? Interaction • You are not only participants, but become members of the IDAMS community • Annual cycles alternating IDAMS - General and IDAMS Topic Deep-Dive • Upcoming: additional membership benefits (e.g. Round Table) Data • Data collection starts with 2-day workshop at your location (sets focus and understanding) • Comparative analyses are based on approximately 50 questions in five categories Alignment • Questions are based on ISO 55001 • But IDAMS is not an assessment according to ISO55001, but an AM – effectiveness analysis of the standard elements The AM system is a tool for achieving business goals IDAMS provides information on where your AM system is suitable or not © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 8
Timeframe IDAMS 2020 Phase: Challenge / Deep Dive Analysis & Conclusion Registration Report Data collection & validation Timing: Q3 2020 Q4 2019 – Q1 2020 Q4 2020 Q1 2021 Q1-Q2 2020 Content: • Preparing • Distribution of • Challenge • Analysis of the data • Identify leading Membership data packets conference • Quality assessment practices • Membership • 2 day workshop sets core for • Prepare analysis. • Report draft solicitation (data collection) conference • QS Data • Interviews / contributions • Signing • Establishing a Discussion contracts common • If necessary, • Results / understanding data correction • Produce / issue of leading • Redesign of final reports the program • Completing and practice submitting the conference data Aufwandsdiagramm Effort Diagram Mitglieder Members UMS Group © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 9
IDAMS Community Membership Service Note Price/a Membership*) 1. Year (New Members) 32.000,00 € 2. Year / previous participants (IDAMS or IDBC) 25.000,00 € Cost lump sum per Costs incurred by UMS Group for travel and the 4.000,00 € year organisation of events, Hosting Conferences, Round Table; Data workshops; Results presentations to members Charges for special Benefits not covered by membership. on request services *) Membership includes in one year: IDAMS General (even years), IDAMS Deep-Dive (odd years), 2-day workshop data collection; Best Practice Interview; 1 conference with up to 2 participants per year alternating Deep-Dive and General; Presentation/discussion of individual results to the member; at least one round table or conference call (optional: on selected topics by membership vote); Round Table is limited to 20 people. Members who provide premises for a round table will receive €1,000 back from the cost lump sum. Cost lump sum: Costs incurred by UMS Group for travel and hosting events, hosting conferences, round table; Data workshops; Results presentations to members. Deadlines: minimum durations: two years (1.1. - 31.12. following year); corresponds to a general and a deep dive cycle. Membership can be completed retroactively until May of one year Notice periods: three months each until the end of the term. After that, membership is extended for another year : Apply now for a membership of the IDAMS Community. © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 10
I have a few questions left! FAQ Question Answer What makes it useful to compare The DSO still have a comparable process landscape. The different boundary DSO with different e.g. regulatory conditions allow different perspectives on the same process “I have never conditions? seen it from that angle" effect leads to new inspirations for the continuous improvement process. Why a community? The feedback shows that networking and discussing current topics at the final conference is of the greatest value to each of the participants. Through the community idea, we want to break the rigid cycle and turn IDAMS into a continuous exchange process, which is successively enriched by additional services. Is IDAMS a benchmarking No, it is more like an assessment. The comparison between the members program? serves to identify strengths and development fields (individually or in general) and to use this for the continuous improvement process. We are not ISO55001 certified. Is A certified AM management system is not a requirement for membership in the IDAMS suitable for us? IDAMS community. How can we benefit from the There are different ways members use the IDAMS results. The most IDAMS results? advantageous way is to derive and implement CIP measures to increase the effectiveness/efficiency of the AM system or AM processes. What is the cost of collecting We have drastically reduced the expenditure compared to previous years. We data? have reduced the number of data points to about 30% and are doing a two-day onsite workshop at the beginning of the data collection to collect the right information in the right places. © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 11
Contact Mike Mischkalla-Schoen Ed de Vroedt Director Managing Director a.i. Europe Program Manager IDAMS UMS Group Europe B.V. UMS Group Europe B.V. Amstel Business Park Joop Geesinkweg 901-999 Postfach 40 01 10 P.O. Box 94013 45076 Essen 1090 GA Amsterdam Germany The Netherlands Mobile: +49-172-972 34 24 Mobile: +31-61-026-6162 Office: +49-201-6472-9938 Office: +31-20-561-7033 Fax: +31-20-561-6666 mmischkalla-schoen edevroedt@umsgroup.com @umsgroup.com www.umsgroup.com www.umsgroup.com © UMS Group Inc., All Rights Reserved IDAMS 2020 | Program Overview | 12
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