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These four solutions required the most resources, generated the most revenue, and paid the biggest dividends for our clients.  From capital projects to maintenance management.
These four solutions required the most resources, generated the most revenue, and paid the biggest dividends for our clients over the past four years.

We looked at our four big-impact, highest-ranked solutions over the past four years. These have a big impact on our company because they require the most effort and generate the most revenue. For our clients, from capital projects to maintenance management, these four solutions address their biggest and most persistent problems. Arguably, Reliability & Risk Assessment stands as its own category.

 

CMMS Assessments, Improvements, and Implementation

A Computerized Maintenance Management System (CMMS) is something modern facilities and infrastructure owners cannot live without. From asset data to trending performance, a CMMS requires a well-oiled combination of people, processes, IT infrastructure, and leadership.

 

Over 70% of all CMMS implementations fail to meet expectations.

 

JD Solomon Inc. uses a proven six-step process that evaluates 15 aspects to select and improve a CMMS. If a new system is desired, we have a six-step process to guide owners through a successful implementation.

 

 

PMIS Assessments, Improvements, and Implementation

A Project Management Information System (PMIS), also known as a Project Management System (PMS), is used by project managers to communicate, allocate resources, manage tasks, create schedules, and track progress.  A PMIS can be used to manage any type of project, regardless of whether it involves construction. For capital projects, A PMIS also tracks tasks like capital improvement program (CIP) development, prioritization of CIP, funding applications, tracking procurement standards, health and safety monitoring, and managing multiple projects as a program.

 

A close cousin to a PMIS/PMS is a Construction Management System (CMS). Both help manage projects. However, a CMS is specifically designed for construction-related aspects of a project, such as site preparation, material procurement, permits during the construction phase, submittal reviews, and pay applications.

 

Most owners significantly underutilize the features of their project management systems.

 

An efficient and effective combination of combination of people, processes, IT infrastructure, and leadership is required for success. JD Solomon Inc. uses a proven five-step process that evaluates 12 aspects for assessing, selecting, and improving PMIS.

 

Our assessment tools include a standard questionnaire, an audience response system (ASR), a preference polling application, and a 15-topic functionality survey (with 3 to 8 questions for each functionality) to evaluate the desired future state.

 

 


Operations & Maintenance Program Improvements

Our O&M program improvements break into traditional O&M Assessments and more niche Reliability & Risk Assessments.

 

O&M Assessments   

Our standard O&M assessments cover eight focus areas and 80 separate O&M elements. The approach includes Organizational Readiness, Data Management, Work Management, Maintenance Practices, Operations Practices, Inventory Management, Planning & Scheduling, and Metrics & Performance

 

Reliability and Risk Assessments

JD Solomon Inc. uses a seven-step reliability assessment solution. The approach includes establishing the problem statement, verifying & forecasting future stresses, establishing the system condition & asset performance history, performing systems reliability analysis, evaluating the ability to predict or accept the risk associated with potential reliability shortfalls, determining repair or replacement alternatives, and documenting reliability improvement actions.

 

Most facilities and infrastructure systems deviate significantly from their basis-of-designs.

 

For Reliability Strategic Plans, we have a standard approach that includes Organization Structure & Context, Governance, Facilities & Reliability Management, Maintenance & Reliability Subprocesses, Documentation Requirements, Deficiency Management, Resolution & Mitigation, Competency Management & Training, Measurement & Verification, and Documentation Control.


For Risk Management Plans, we use the ISO 31000 framework that includes Organization Context, Risk Assessment, Risk Treatment, Monitoring & Review, and Communication.         

 

 

Work Order System Improvement

Improving preventative, corrective, and emergency work order practices is at the core of work order system management. Most of our services are directed at improving preventative maintenance (PM), including development, enhancement, optimization, and load leveling. Our second largest service is related to establishing and improving predictive maintenance (PdM) programs.

 

Most organizations struggle with the difference between processes, procedures, and what is actually done in the field.

 


 

Our Solutions Biggest Impact Solutions

These are our four big-impact, highest-ranked solutions over the past four years. Please find more information on a website on the larger suite of solutions we provide related to Program Development, Asset Management, Facilitation, and Environmental. And remember to check out our Insights, where we regularly post helpful content on topics in each category.




 

 JD Solomon Inc. provides solutions for program development, asset management, and facilitation at the nexus of facilities, infrastructure, and the environment. Subscribe for monthly updates related to our firm.


JD Solomon served on the Systems Engineering SSG team and led the Maintenance Delivery and Asset Operations SSG (SSGs 15 & 17).
JD Solomon served on the Systems Engineering SSG team and led the Maintenance Delivery and Asset Operations SSG (SSGs 15 & 17).

On February 1, 2024, the Institute of Asset Management (IAM) released its Systems Engineering Subject Specific Guidance (SSG). JD Solomon served as a core team member of the multi-year effort. Solomon previously served as the project leader for the Maintenance Delivery and Asset Operations SSG (SSGs 15 & 17).

 

The Systems Engineering SSG (SSG 13) illustrates how systems engineering complements the rest of the asset management life cycle and the six fundamental subject groups. Systems engineering can be applied to any systems/ assets and is typically applied during the acquisition phase but is equally applicable in operational and decommissioning life cycle phases.

 

The Systems Engineering SSG was produced by the Institute of Asset Management (IAM) through the significant efforts of many individuals and organizations. The Institute thanks the following, in particular, for their contributions.


Authoring:

  • Tim Ingram (SSG Lead) - Atkins

  • Mike Brownsword - Realistic EA

  • JD Solomon - JD Solomon Inc.

  • Mike Niblett - Zupbadura

  • Rob Gabrielczyk - Aeon Engineering

  • Dan Wilson - Electricity North West

  • Adam Wood - Teledyne e2v

  • David McNaught - Frazer-Nash Consultancy

  • Gareth Willoughby - Atkins

  • Robert English - MMI Thornton Tomasetti

 

Reviewing:

  • Grame Hind - AMCL

  • Ben Mogridge - Ministry of Defence

  • Steve Little – TetraTech

 

Systems engineering within the asset management community includes topics such as Requirements Management, alongside Reliability, Availability, Maintainability and Safety (RAMS), which are generally managed through different disciplines and techniques. However, these elements complement each other and provide overarching assurance that a solution will meet the end user's needs throughout its life.

 

This SSG is part of a suite of documents designed to expand and enrich the description of the asset management discipline as summarized in the IAM's document 'Asset Management - an Anatomy' (referred to as 'The Anatomy'). This document provides guidance for good Asset Management. SSGs aim to explain the 39 subject areas identified in "The Anatomy".


 

The Institute of Asset Management (the IAM) is the international professional body for asset management professionals. The IAM develops asset management knowledge and best practice, and generates awareness of the benefits of the asset management discipline for the individual, organizations and wider society. Established in 1994, the IAM currently has over 2000 Individual and 300 Corporate Members and a network of over 30,000 people globally. The Institute of Asset Management (the IAM) is a not-for-profit, professional body. We are owned and controlled by our members and committed to remaining independent from commercial and trade associations.


 

JD Solomon Inc. provides solutions for program development, asset management, and facilitation at the nexus of facilities, infrastructure, and the environment. Subscribe for monthly updates related to our firm.


 


Allowing operations to lead small capital projects is not a bad idea if you adequately consider these three important issues.
Allowing operations to lead small capital projects is not a bad idea if you adequately consider these three important issues.

The infrastructure crisis leaves us with too much public money to spend and too few people to manage the work. One trending solution is to allow small capital projects to be managed by internal operations staff. And why not? Many renewal and replacement projects require similar equipment and must minimize operational disruptions. Allowing operations to lead small capital projects is not a bad idea if you adequately consider these three important issues.

 

Most Operations Staff Are Not Trained as Project Managers

One of my clients refers to the project managers within the engineering department as big “PMs.” They are trained to oversee the different phases of project development. Big PMs are comfortable with outside engineers, architects, building inspectors, and licensed contractors. Big PMs are trained in procurement and contracting laws.

 

Little “pm’s” are good at their particular trades, manage people and processes, and generally understand the construction and commissioning phases. But little pm’s don’t have much formal training in project management.

 

#1 Small Projects Need Charters Like Big Projects

Most big PMs understand the value of a good chartering process that outlines the working agreement between all of the players. Small projects need to be chartered just like big projects. If you don’t like formal charters, many of the common elements of a charter need to be documented and communicated through a kickoff meeting and related communication.


These are a few of the important chartering elements.

 

  1. Define Project Objectives

  2. Identify Stakeholders

  3. Establish Project Scope

  4. Develop a Project Schedule

  5. Determine Project Budget

  6. Assess Dependencies and Risks

  7. Establish Communication Channels

  8. Define Project Governance (especially decision-making processes and escalation procedures)

  9. Obtain Necessary Approvals (internal and external)

  10. Establish and Share Project Success Measures

  11. Conduct Kick-Off/Chartering Meeting

  12. Perform Formal Reviews at Key Milestones

 

#2 Establish Procedures For Converting Capital Projects into Operating Assets

A second important element is converting the capital project assets into operating assets. On large projects, the design team, owner's agent, or general contractor usually holds the responsibility for providing this in a format the owner provides. Converting this information from the project management information system (PMIS) to the computerized maintenance management system (CMMS) is no treat. However, it is a standard component of most big capital projects.


See our Insights page for more information on the nexus of project mangement and asset management.
See our Insights page for more information on the nexus of project mangement and asset management.

Small capital projects led by operations staff don’t often have the structure or time to do this well. In my experience, the lack of formal project management processes is a big part of the problem. The biggest issue is operations staff having to move quickly to the next activity or crisis.


 

#3 Remember the As-Builts

The third important element is getting as-builts. Similar to migrating the asset data, the record drawings don’t get moved into the CMMS. Well, if there are record drawings.

Most small capital projects don’t require much design or permitting. They may require construction bids, but the bidding often involves informal supporting documents and is procured with standard purchase orders. Plus, there are not many CADD professionals in the operations department to generate as-builts on the project's back end.

 

Practical Solutions for Capital Projects Led By Operations

There are a handful of things we recommend for successful small project delivery.

  1. Identify which operating accounts (i.e., “bucket accounts” like replace valves or replace computer servers) should be treated as projects.

  2. Treat identified operations projects as projects, not simply as something to charge work against. Managing accounts with work orders is not the same as managing projects.

  3. Provide some formal project management training to your little pm’s.

  4. Assign a big PM to shadow and support your little pm and their internal project(s). It’s a good idea to assign a person from accounting, too.

  5. Establish formal processes and procedures for internally delivered small projects. Your big PM processes and procedures are a good starting point, but there are many differences with small projects delivered by operations.

JD Solomon Inc. provides support services for this type of specialized project delivery. We also have several guidance documents and checklists to help jump-start a successful program. Let us know if we can help.


 

JD Solomon Inc. provides solutions for program development, asset management, and facilitation at the nexus of facilities, infrastructure, and the environment. Subscribe for monthly updates related to our firm.


 

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