RCM Facilitators & Implementers Need to Work as a Team for Success

Conducting an RCM2 analysis is the important first step in developing an effective asset reliability program, but the effort doesn’t stop there. In order to gain the maximum benefit from the analysis effort, the implementation of the analysis results must follow.

Just as the Facilitator requires a specific set of skills to conduct an analysis, so too does the Implementer to complete the implementation. Together these two roles ensure that all the effort invested into completing an analysis produces improvements in asset performance through the effective implementation of the analysis results.

The efficiency and effectiveness of the Facilitator-Implementer team depends on each others understanding of both roles and what is required to produce an effective asset reliability program. For example, if the Facilitator does not describe the recommended task in sufficient detail and provide sufficient information to describe the warning, alarm and critical states for a condition based inspection, the Implementer will not be able to effectively and efficiently create the asset reliability program.

Conversely, if the Implementer does not completely understand the principles of RCM2, they will not be able to accurately interpret the results of an RCM2 analysis in order to create an effective asset reliability program.

A well trained Facilitator and Implementer working together is the most effective and efficient approach to rapidly develop a technically based asset reliability program that achieves your customers’ goals. We can provide training and guidance for both roles.

This posting was written and submitted by Glen Saevil, P.Eng., CMRP, Molson Canada

Defining Failures and Being Consistent

To identify when maintenance is required, we need to define failure.

The traditional view was that as equipment gets older, it is more likely to fail. The old definition of failure is when the equipment breaks down and is no longer operational. However, studies have shown that the majority of failures are not age related. In the current definition of failure, all equipment entering service immediately starts to wear, whether installed as new or brought back to new through repair. Equipment will eventually reach a point where it fails to meet the operating requirement. This failure point is not necessarily predictable – it could happen early on or after years of use. If the equipment has no capability at all, it is in a totally failed state or breakdown state. If there is some capability, but the equipment is not meeting the desired level of performance, it is said to be in a functionally failed or partially failed state.

By conducting inspections of equipment condition on a regular basis, you can track early signs or indicators of a partial or functional failure long before it breaks down. By finding indicators of failure, maintenance can be targeted more accurately. When you look for indicators of failure, this is called conducting a condition inspection.

 Let’s use an example. We have a pump that is required to supply between 130 and 100 gallons of water to the process. If it supplies any less than 100 gallons, the process will not operate properly. In the past, we defined failure as the point when the pump broke and does not pump any water at all. But most failures do not occur instantly. To track potential failures, we use indicators (such as tolerances, or gauge readings or other visual physical signs that indicate equipment condition is deteriorating). Since the failure point is not necessarily related to age, indicators must be monitored on a regular basis. Let’s  use a gauge reading as our indicator. The indicator reads that the pump is only pumping 105 gallons. Since this is the low end of what it is required to do, it is considered a potential failure or point P on the curve. If the deterioration is not corrected, it will continue until it is pumping less than 100 gallons of water. The pump is still working, but not at the desired performance level – it has a functional failure. This is today’s definition of failure, the point where the asset fails to perform its intended function.

The amount of time that elapses between the detection of a potential failure and its deterioration to functional failure is known as the PF interval. If you properly define inspection tasks, you are able to detect failure long before it occurs and perform the corrective maintenance work when it will least impact operations.

Remember that if the potential failure (P) is not detected, the equipment will continue to deteriorate until the point where it reaches functional failure (F). Once enough condition inspection data has been defined, you can calculate the PF Interval and plan maintenance activities.

For more information on defining failures and mitigating the consequences of failures, consider taking a basic 3 day RCM course from The Aladon Network. It will change the way you think about maintenance and asset management.

Make Asset Care Your Way of Doing Business

Have your executives set aggressive targets for improvement?
Do you require a stronger, more consistent reliability process?
Do you need to eliminate unplanned outages due to equipment reliability issues?
Do you need to reduce overall operating costs?
Will you see a significant level of retirement of experienced maintenance and operations personnel within a 5-10 year period?

In order to achieve aggressive performance improvement targets set by corporate leadership, you need to instil a reliability approach throughout the organization.  The first step in this effort is to assess your organization and put together a business case. Establish an internal team, trained and coached in the application of reliability practices. Next, you need to ensure that the reliability effort is truly owned by plant personnel –to do this, involve them in the definition of maintenance programs. Participating in work identification activities will also facilitate their reliability education. 

Select an initial plant area. Depending on the size and complexity, it will take 3 – 6 months to develop and implement new reliability programs for an area. Detailed definition and documentation of asset maintenance and reliability processes and procedures became vital to ensuring that new personnel are well equipped to support equipment reliability. 

While developing new maintenance programs, train the maintenance and operations personnel in the area to perform their new roles within the asset care business process including the management of inspection routes, condition data collection using handheld units, acknowledgement of generated equipment condition alarms and the management of corrective maintenance activities.

Once finished the first area, go on to the next… do not delay implementation and roll out by spending month after month analyzing assets. You can expect to exceed your ROI expectations and sustain the improvement because asset care will become a way of doing business.

Need For Synergy Applying Concurrent Result Oriented Techniques

By Henry Ellmann,
Ellmann, y Sueiro & Asociados

Introduction

Over the many years of implementing RCM2 we have learned many “do’s” and “don’ts”. We share these experiences with many of our colleagues engaged in similar activities. Therefore, in this paper we are not presenting any revolutionary concepts. To the contrary, we wish to recap and emphasize what most of us have learned through experience, too often by trial and error which we know to be costly and frustrating.

Reliability beyond Maintenance

No technique can stand alone, by itself. One of the first evident steps was taking Reliability beyond Maintenance. While we always knew that actually we ARE looking beyond Maintenance issues when performing RCM2 Analysis, this had to become more explicit: now we prefer to introduce Reliability Centered Operations, which widens the scope, addressing Process as much as Maintenance.

Need for Implementation

Further we have come across the ever present need for better implementation of the RCM2 conclusions. The best Decision Worksheet is worthless on an electronic file or in a desk drawer… The next paragraph addresses this barrier.

Cultural Change

Here we come across the need for Cultural Change. If all stakeholders involved do not buy into the NEED for applying state of the art methodologies and continue with traditional beliefs of “good enough”, the whole endeavor will falter… And unfortunately we have seen that happen too often…

The late John Moubray used to state that the participation methodology imposed by correct training and implementation of RCM2 is self-motivating by itself. Beyond a doubt, the fact that RCM2 brings in operators, maintenance technicians and specialists from the safety, quality, environment and other associated areas, is by itself a motivating factor. Is it enough though ? May be not…

Working in association with Psychologists and Behavioral Scientists, we have learned that it is NOT enough to “participate” in the effort. The individuals at different levels must become protagonists of the change, not mere participants ! And this does not happen by itself. Specific actions must be taken to generate that “real change” in an organization.

Whenever a specific Change Management module was explicitly added to the RCM2 endeavor, the benefits soon became evident. Understanding and implementation of the whole process occurred faster and measurable results showed up sooner and higher.

“Critical mass” of Condition based maintenance

Then, we discovered something which we may call a “breaking point”: as soon as enough maintenance tasks were turned into predictive (condition based monitoring), more and more people in different functions and at different levels became aware and convinced of the major benefits of RCM2. Too few of these improvements at the initial stages tend to go unnoticed or don’t achieve sufficient momentum as to invite to more by themselves. This could be analogized with an “avalanche process”: a few small rolling stones won’t turn into an avalanche… Any minor obstacle will stop them.

Conclusion: much perseverance has to be exerted in initial and mid stages, PLUS a strong, very strong need for divulging results, vertically (up and down) and horizontally (among peers). And “celebrate” (yes, explicitly celebrate) valid achievements for them never to go unnoticed.

MTA – Maintenance Task Analysis

Further, we must carefully pay attention to innovations! When MTA was introduced, some of us wondered if it was “legal” to shortcut Moubray’s fantastic RCM2 process. It is not only legal but also wise and necessary. What has rapidly been understood and introduced is the need for a preliminary objective assessment of WHEN to use RCM2 and when MTA. It is not only an alternative tool but a better tool in certain given circumstances! Overall end results are what counts.

SPA – Spare Parts Availability

Another important issue is the Spare Parts Availability. Everybody knows the importance of this, nevertheless seldom is enough attention paid to it. Often when we look at KPI’s and find excessive “Maintenance originated downtime”, a closer analysis will reveal that a high percentage of such downtime is in fact dead time waiting for the spares to be made available. The best RCM2 Strategy assessment will not yield any noticeable results if the Spare Parts issue is not properly addressed.

RCA – Root Cause Analysis

We also find a noticeable revival of RCA – Root Cause Analysis. Does it make sense? Yes it does, because when we answer the seven questions of RCM2 and come to the third question, Failure Modes, we know that finding – as we must – the cause which can and must be addressed for consequence mitigation is not always easy. Here, RCA can introduce a significant advantage.

Ivara EXP

Adequate software aid like Ivara EXP Enterprise, supported by hand-held computers, wireless communications and interfacing adequately with the traditional CMMS becomes unavoidable if we want to achieve state of the art implementation in this fast advancing XXI century.

PAS 55

And now PAS 55 comes along, which does add a very interesting new dimension to Physical Asset Management, by introducing among several other approaches, the need to address modern Physical Asset Management focusing towards the overall business goals, and not as a subject encapsulated in itself, therefore carefully watching out for its association with the other four asset types: Human, Financial, Intangible and Informatics.

Planning

The need for thorough advance planning has always been stressed, still perhaps not enough… When a Reliability Project is started, the resource necessities must be explicitly addressed. Man hours for Training and Team Analysis do not generate from nowhere. Complete requirements have to be properly assessed and planned ahead, to avoid delays and interruptions during project progress.

Maintenance Productivity

When it is said “it is no good to do the task correctly”… “IF it is not the correct task”, that does not imply that once we DO have the correct task defined, supported by proper strategies, those can be performed sloppily… Traditional approach of productivity and work-study is NOT obsolete! The thorough analysis of maintenance tasks can yield further compounded benefits. The new approach, though, shifts the priorities: again we must weigh correctly the final benefits of improvements, since what we are looking at is the bottom line and not maintenance costs as an end in itself. In fact we often encounter maintenance procedures which raise the maintenance cost, reducing considerably the equipment downtime overcompensating considerably the increased maintenance cost.

The Champion

Last but not least, the need to appoint a CHAMPION to lead a Reliability Project can not be stressed enough. It is not a secondary assignment which any busy manager can add to his duties.

Conclusion

To conclude, it must be stressed that – as initially said – no one technique by itself, be it RCM2 or any other, can yield major results if synergy with associated techniques is not sought, properly understood and correctly implemented.

This article was written and submitted by Henry Ellmann, Ellmann, y Sueiro Asociados.

Expected results should be defined upfront and used to scope out initiatives and track success

Deming once said “Your systems (and processes) are perfectly designed for the results you are getting.”

Industry is forever searching for ways to maximize financial return from its physical assets while responding to ongoing market changes and social requirements. As a result, the average system undergoes 30 to 50 physical and operational changes per year. This represents significant capital expenditures for most organizations. Unfortunately, most organizations do not achieve a measurable improvement in their assets performances from year to year despite these efforts.

There is an alternative; asset performance enhancement through a reliability initiative. Comparatively, reliability initiatives are much less expensive than capital projects and drive the culture change that is more apt to ensure sustainability as they include improvements to the systems and processes. They also provide a continuous improvement stream that leads to an increase in benefits beyond the project phase.

As with all projects and initiatives, reliability improvement initiatives need to be managed and therefore measured. The measures and expected results should be defined upfront and used to scope out the initiative and track success.

RCM2 Group on LinkedIn – Join the conversation

Join our RCM2 Group on LinkedIn today to engage in conversations around RCM2 with people interested in using RCM2 and other reliability experts. What a great way to showcase your expertise or learn from the experts.

LinkedIn is the world’s largest professional network with over 100 million members and growing rapidly. LinkedIn connects you to your trusted contacts and helps you exchange knowledge, ideas, and opportunities with a broader network of professionalsBecome a member and broaden your professional network.

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Ensure You Have the Right People Involved When You Define Your Maintenance Program

The only people that can truly define an effective Asset Maintenance Program are those that design, operate and maintain the equipment. So when conducting an RCM analysis (RCM) or Failure Modes and Effects Analysis (FMEA), ensure you include:

  • Operators and Trades (Crafts)
  • Maintenance and Operations Supervisors
  • Engineers and Equipment Specialists

With the combination of these people, you have the right mix of knowledge to define the proper maintenance and operating strategy for an asset. Ultimately, the success of any new program depends on the buy in of those that execute the program.