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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