Merging top-down and bottom-up planning approaches

This weblog collection discusses the complicated duties vitality utility firms face as they shift to holistic grid asset administration to handle by means of the energy transition. The primary put up of this collection addressed the challenges of the vitality transition with holistic grid asset administration. The second put up on this collection addressed the built-in asset administration platform and information alternate that unite enterprise disciplines in numerous domains in a single community.

Breaking down conventional silos

Many utility asset administration organizations work in silos. A holistic strategy that mixes the siloed processes and integrates varied planning administration methods supplies optimization alternatives on three ranges:

1. Asset portfolio (AIP) stage: Optimum undertaking execution schedule
2. Asset (APMO) stage: Optimum upkeep and substitute timing
3. Spare half (MRO) stage: Optimum spare elements holding stage

The mixed planning workouts produce budgets for capital expenditures (CapEx) and working bills (OpEx), and set minimal necessities for grid outages for the upcoming planning interval, as proven within the following determine:

Asset investments are usually a part of a grid planning division, which considers expansions, load research, new prospects and long-term grid necessities. Asset funding planning (AIP) instruments deliver worth in optimizing varied, typically conflicting, worth drivers. They mix new asset investments with present asset replacements. Nevertheless, they observe totally different approaches to threat administration by utilizing a threat matrix to evaluate threat in the beginning of an optimization cycle. This top-down course of is efficient for brand spanking new property since no details about the property is accessible. For present property, a extra correct bottom-up threat strategy is accessible from the continual well being monitoring course of. This course of calculates the well being index and the efficient age based mostly on the asset’s particular degradation curves. Dynamic well being monitoring supplies up-to-date threat information and correct substitute timing, versus the static strategy used for AIP. Combining the asset efficiency administration and optimization (APMO) and AIP processes makes use of this enhanced estimation information to optimize in actual time.

Upkeep and undertaking planning happen in operations departments. The APMO course of generates an optimized work schedule for upkeep duties over a undertaking interval and calculates the optimum substitute second for an present asset on the finish of its lifetime. The upkeep administration and undertaking planning methods load these duties for execution by area service departments.

On the upkeep restore and overhaul (MRO) aspect, spare half optimization is linked to asset criticality. Failure mode and impact evaluation (FMEA) defines upkeep methods and related spare holding methods. The primary parameters are optimizing for inventory worth, asset criticality and spare half ordering lead instances.

Conventional planning processes deal with disparate planning cycles for brand spanking new and present property in a top-down versus bottom-up asset planning strategy. This strategy results in suboptimization. An built-in planning course of breaks down the departmental silos with optimization engines at three ranges. Optimized planning leads to decrease outages and system downtime, and it will increase the environment friendly use of scarce assets and finances.

Read more about IBM® Maximo® APM for Energy and Utilities