Alen Burr Maximo Reporting

Report
COGNOS Reporting
Alen Burr
Maximo/Cognos Reporting – Alen Burr
• Shell ( 27 Years)
– Aberdeen (General Accountant)
– Lowestoft (Financial Accountant)
– Aberdeen
• Business Unit (Senior Accountant)
• Brent Redevelopment Project
• Cost & Planning Manager (Brent)
• SAP Implementation
• Petroleum Development Oman (10 Years)
– SAP & BI Development
• Premier Oil (< 2 Years)
– Maximo & Cognos Development
Key Premier Oil Assets
• Balmoral (EOFL 2019)
– Premier
(78%)
– Talisman
(15%)
– Idemitsu
( 7%)
• Solan (1st Oil Q4/2014)
– Premier Oil
(60%)
– Chrysaor
(40%)
• Catcher (1st Oil Q2/2017)
– Premier Oil
(50%)
– Cairn Energy (30%)
– MOL
(20%)
Balmoral Operations
Solan Project
Catcher Development
Financial Reporting Packages Overview
Forecast to Budget Comparison
(Monthly)
Joint Venture Accounts
(Yearly)
Business Unit Report
(Monthly)
Commitment Control
(Transactions On-Line)
Joint Venture Billings
(Monthly)
Financial Accounts
TM1
MAXIMO
UNIFIER
VISION
SUN SYSTEMS
(Projects)
(Finance)
What Maximo does for Premier
Work
Management
Materials
Management
Maximise
Effectiveness
…. Minimise
Costs
Contract
Management
Procurement
Management
Maximo – Key Processes
Maximo/Cognos Journey – Premier History
• Background (Maximo implementation / development)
– Lack of confidence in Maximo related processes
– Incomplete data in Maximo e.g. Paid outside
• Good Quality / Fit for Purpose Reports now created
• Explanation of Report contents / purpose (What)
• Demos (How)
– Reports
– Drill Through
– PDF and Excel
• Way Forward (Future)
– Maximo +
Maximo Reporting – Asset Breakdown
Budget Code
SYS
System
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095200 A TAG - Miscellaneous
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095201 B TAG - Installation
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095202 D TAG - Riser & Well
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095203 E TAG - Vessel Structure
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095204 F TAG - Vessel Fittings
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095205 G TAG - Vessel Facilities
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095206 H TAG - SYS H
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095207 J TAG - Oil System
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095208 K TAG - Gas System
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095209 L TAG - Water Injection
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095210 M TAG - Utilities
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095211 N TAG - Electrical & Control
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095212 P TAG - Loss Prevention
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095213 R TAG - Subsea Systems
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095214 S TAG - Diving Facilities
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095215 T TAG - Drains/Disposal
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095216 V TAG - Accommodation
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095217 W TAG - HVAC Systems
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095218 X TAG - Propulsion
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095219 Y TAG - Main Diesel Engines
J0201F-GB101C700012-ZZZZZ-ZZZZZZZZZZZ-1095220 Z TAG - Boiler Systems
Maximo Reports – Platform Integrity Dashboard
• Summary of all Work Order Types & Target Start Dates
• RAFs & DAFS opened and closed in last 6 months
• Backlog summary of Planned, Assure & Corrective WOs
Maximo Reports – Estimated Look Ahead
• Planned Maintenance Schedule – next 3 years
• Identify busy periods of PM – enable efficient planning of
workforce
• Can be filtered to focus on individual CRAFT types
Maximo Reports – RAFs and DAFs Report
• Summary of all RAFs & DAFs in Maximo
• Focus on RAF and DAF creation and close dates /
volume by SCE number
• 6 Month Plan showing how many RAFs and DAFs have
upcoming target start date
Maximo Reports – Work Order Completion Compliance
• Highlights WOs that have past priority completion due date
• Report driven by priority & each priority's allocated timescale
• 12 month trend of WOs missing their priority target date
Cognos Reporting – Key P-2-P Reports
• Catalogue of Reports available to support business
in the following areas:
– Contracts
– Commitments
– Suppliers
– Purchase orders
– Invoices
– Budgets
– Other
• Catalogue available for review
Maximo Transactions – Contract & Commitments
Maximo Data – Getting the basics right
Maximo Reporting – Demos
• Contract Status (All live Contracts)
• Contract Purchasing (Detail per Contract)
• Commitments (ITD or YTD)
– Summary
– Drill through to POs and Invoices
• Supplier Summary & Detail
• PO Receipt Monitoring Dashboard
• Invoice Payment Dashboard (pay on time focus)
– Site (incl. drill through)
– Vendor (incl. Jump to POs and Invoices)
• Invoice Monitoring
Maximo Reports – Contract Status
• Summary line per active contract
Maximo Reports – Contract Purchasing
• Detailed breakdown per Contract
Maximo Reports – Commitments Summary
• Summary and Grouping by Budget Code Year to Date YTD)
Maximo Reports – Commitments Detail
• Breakdown by Purchase Order & Invoice
Maximo Reports – Commitments Summary
• Summary and Grouping by Project Inception to Date (ITD)
Maximo Reports – Commitments Detail
• Breakdown by Purchase Order & Invoice
Maximo Reports – Supplier Summary
• Summary Line per Vendor
Maximo Reports – Supplier Detail
• PO and Invoice Detail by Vendor (All and by PO)
Maximo Reports – PO Receipt Monitoring Dashboard
• Measures progress of receiving goods/services v. PO
Maximo Reports – Recently Raised POs
• View of budget coding for each PO Line
Maximo Reports – Invoice Payment Dashboard
• Measures progress of invoicing by Site & Vendor
Maximo Reports – Invoice Payment Dashboard
• Measures progress of invoicing by Site & Vendor (Good)
Maximo Reports – Invoice Payment Dashboard
• Measures progress of invoicing by Site & Vendor (OK?)
Maximo Reports – Invoice Monitoring
• Trail of where invoices are – identify problem items, bottlenecks etc.
Maximo/Cognos Reporting – Key Challenges
• Key personnel brought in late e.g Finance & IS (Catch-up)
• Weak processes in key areas (Maximo Optimisation Project)
• Maximo/SUN/Unifier (remains challenging)
– Payment data
– Manual Corrections
– Different Processes / Timing Differences
• Maximo / COGNOS (Success)
– Frameworks (Understanding Data)
– Process re-engineering e.g. Commitments in MAX
– Reports (see the wood for the trees)
– Summary Tables (Performance)
Maximo Reporting – Process / Stakeholders
• Users
• Finance
• Operations
• Contracts & Procurement
Maximo Reporting – The Way Forward
•
•
•
•
Expand usage of currently published Reports
Improvements to Current Reports
Create additional (new) reports
Data Quality Improvements
– Maintenance Dates
– Materials (incl. Inventory)
– Further SUN payment data import
• Process Improvements
– Accounts Payable
– Contract & Material Management
– Budget Management

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