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The Value of Standards
and why GIS and AM practitioners should exceed them
AGI Asset Management Special Interest Group
Geospatial and Location Analytics for Asset Management
Julian Watts MBA (under) VGCPAM, BApplSc
Principal Consultant, Atkins Management Consultants
Committee Member AGI AM SIG, Council Member IAM, Fellow RGS
9th December 2013
The Value of Standards
Some Stats
• Presently, there are more than 500,000 published
standards worldwide
• About £1bn per annum being invested in
standard creation and maintenance
Source: www.electronicdesign.com/products/don-t-underestimate-value-standards
The Value of Standards Governance
Value of a Governance Standard
Recognised Best Practice
Improved Effectiveness
Addressing Emergent Issues
Economic Opportunity
Value to the Organisation
Risk Management and Stewardship
Business Value and Alignment to Strategy
Emerging Threats
Transparency
Competitive Advantage
Value to the Vendor
Better Decisions and Outcomes for Customers
Transparency and a Level Playing Field
Reducing Complexity
Raising Standards
“Board level governance of
Information Technology is
no longer a bureaucratic
nicety, it is as critical to the
strategy and stewardship of
an organisation as financial
audit. Implemented well,
governance not only
delivers an essential
safeguard but offers an
effective, sustainable
competitive advantage.”Source: Standards Australia Limited 2012
The Value of Standards in IT
Source: The Value Of Standards - A Delphi Study
ISO Standards used in the Oil & Gas Industry
Source: www.ogp.org.uk/pubs/440.pdf
Federal Geographic Data Committee Digital
Cartographic Standard for Geologic Map
Symbolization
Show most urgent/expensive or
unsafe aspects across all currently
selected assets
Detailed information
Quick navigation by
map or list
• Allowed the Environment Agency to quickly
identify structures requiring urgent work.
• Combining multiple assets without the
need to refer to each individual paper report.
Only requires a web browser
Environment Agency Using Open Standards
The INSPIRE Standard
A spatial information Infrastructure for Europe that defines:
● Meta data (Catalogue and discovery service)
● Data specification (for 40 spatial themes related to the environment)
● Network services (discover, view, download, transform evoke)
Facilitates sharing of spatial data amongst public sector in Europe
To be implemented in stages between 2010 and 2019
ISO19115 and ISO19139 – Metadata Standards
● Allows great flexibility in the recording of metadata for both datasets and services
● Widely supported by all GIS
● Metadata standards adopted for INSPIRE
UK GEMINI 2.1 – UK Metadata Standard
● The UK metadata standard
● Application schema of ISO19115 and ISO19139 for compliance to INSPIRE
Why do we need Standards in GIS and AM
now?
The Public are now part of our Information
Systems
Source: Spatial Summit – Phillip Dooley, Symphony3
Central Government Driven Initiatives
• Required to utilise PAS 1192 on any Government
spend over £5m from 2016
• Target to reduce public sector construction costs
by 15-20%
• If extended to all major projects, then between £1 billion and £2.5 billion per
annum savings within the UK can be realised in the construction phase alone.
• There is potentially even greater value in the post-construction in-service
phase.
The Management System for Assets
PAS 55-1 and ISO 55001
ISO 55000: Asset management –
Overview, principles and terminology
ISO 55001: Asset management –
Management systems – Requirements
ISO 55002: Asset management – Management
systems - Guidelines on the application of ISO
55001
Global Forum & IAM Asset Management
Landscape
PAS 55 definition of asset management
Asset management represents a cross-disciplinary approach to achieve sustained and best
value-for-money in the selection, construction/ acquisition, utilization, maintenance and
renewal/ disposal of physical infrastructure, plant and equipment.
Adapted from: BS PAS 55:2008
Asset Management
Systematic and coordinated activities and practices through which an
organisation optimally and sustainably manages its physical assets,
and their associated performance, risks and expenditures over their
lifecycle for the purpose of achieving its organisational strategic plan
Asset Management System (not an IT system!)
Organization’s policy, strategy, objectives and plans and the
activities, processes, systems and organization necessary for their
development, implementation and continual improvement
Asset
A physical item which has a value to the organization and has a
specific function, location and unique identification; for example a
road section, rail segment, equipment, tank, building, bridge, etc.
ISO 55000 definition of asset management
*Capabilities include people, resources, processes, information and technology
Adapted from: ISO 55000 CD2
Asset Management
coordinated activities of an organization to realise value
from assets over their life cycle in delivery of its objectives
Asset Management System
set of interrelated or interacting elements of an organization
to establish policies and objectives, and capabilities* to
achieve those objectives
Asset
something that has potential value to an organization and
for which the organization has a responsibility.
ISO 55000
Asset Management
Overview, Principles
and Definitions
(draft)
AM requires integration of engineering, business management, finance and IT
Differences between PAS-55 and ISO 55000
Note that unlike PAS 55, there is no specific requirement in ISO
55001 for taking a whole life approach to asset management
decisions; however, this can be mandated by the organisation through
its Asset Management Policy and Decision Criteria for investment
planning agreed with its stakeholders.
Innocent Aware Developing Competent Optimising Excellent
Learning Applying Embedding Integrating Optimising
Score Attribute Description
0 Innocent
The organization is starting to learn about the importance of asset
management activities
1 Aware
The organization is aware of the importance of asset management activities
and has started to apply this knowledge
2 Developing
The organization is developing its asset management activities and
embedding them
3 Competent
The organization’s asset management activities are developed, embedded
and are becoming effective
4 Optimising
The organization’s asset management activities are fully effective and are
being integrated throughout the business
5 Excellent
The organisation’s asset management activities are fully integrated and are
being continuously improved to deliver optimal whole life value
Generic Description of Maturity Scores
Adapted from DRAFT ISO55001 PAS 55/ISO 55001 Certification threshold
21 3 4 50
Asset Management Maturity Scale
© ATKINS, 2013
PAS 55-1 and ISO 55001 Audit Clauses
Clause Clause Name
ISO 4.1 Understanding the organisation and its context
ISO 4.2 (PAS 4.4.8) Understanding the needs and expectations of stakeholders
ISO 4.3 (PAS 4.1) Determining the scope of the asset management system
ISO 4.4 (PAS 4.1) Establishing the Asset Management System
ISO 5.1 (PAS 5.3) Leadership and Commitment
ISO 5.2 (PAS 4.2) Asset Management Policy
ISO 5.3 (PAS 4.4.1) Organisational roles, responsibilities and authorities
ISO 6.1 (PAS 4.4.7) Actions to address risks and opportunities
ISO 6.2.1 (PAS 4.3.2) Asset Management Objectives
PAS 4.3.1 Asset Management Strategy
ISO 6.2.2 (PAS 4.3.3) Asset Management Planning
PAS 55 Clause 4.3.4 Contingency Planning
ISO 7.1 Resources
ISO 7.2 (PAS 4.4.3) Competence
ISO 7.3 (PAS 4.4.3) Awareness
ISO 7.4 (PAS 4.4.4) Communication
ISO 7.5 (PAS 4.4.6) Information requirements
ISO 7.6.1 (PAS 4.4.5) Asset Management System Documentation
PAS 55 Clause 4.6.6 Records
ISO 7.6 (PAS 4.4.6) Information management
ISO 8.1 (PAS 4.5.1) Operational Planning & Control
ISO 8.2 (PAS 4.4.9) Management of Change
ISO 8.3 (PAS 4.4.2) Outsourcing of asset management activities
ISO 9.1 (PAS 4.6.1) Monitoring, measurement, analysis & evaluation
ISO 9.2 (PAS 4.6.4) Internal Audit
ISO 9.3 (PAS 4.7) Management Review
ISO 10.1 &10.2 (PAS 4.6.2 & 4.6.5.1) Nonconformity, corrective and preventive action
ISO 10.3 (PAS 4.6.5) Continual Improvement
The Information Model Standard for the
Whole Life of Assets PAS 1192-3
The PAS 1192 Model
Source: Bsi PAS 1192-2:2013
Relationship between asset management,
PAS 1192-2 and PAS 1192-3
Source: Bsi PAS 1192-3:DRAFT
What is the Difference between 1192-2 & 3?
PAS 1192-3 focuses on the operational phase of assets irrespective of
whether these were:
• Commissioned through direct capital works
• Acquired through transfer of ownership or
• Already existed in an asset portfolio.
However, like PAS 1192-2, PAS 1192-3 applies to both building and
infrastructure assets.
Guidance for Leveraging the Relationship
between BIM and Asset Management
The benefits from an integrated, enterprise-wide and life cycle approach
to BIM and Asset Management, will include:
• Greater clarity on long-term in-service performance expectations and the
consequences of design-stage decisions over life cycle performance and cost.
• Reduced project start-up costs due to availability of better information at the beginning
of the project.
• Reduced construction and operational costs as a result of reduced construction
defects.
• Better life cycle management resulting from more readily available consolidated design
and construction information as a single source of data.
• Reduced management process costs arising from incomplete data.
The Value of Going Beyond Standards
Standards Only Support ‘Good Practice’
“A standard only
proves you are able to
drive, not that you are
a good driver”
Exceeding the AM Standard ISO 55001
Dealing with
Maintenance Backlog
Achieving
State-of-Good Repair
Achieving a Sustainable
Infrastructure
Achieving Excellence
in Asset Management
PAS 55 / ISO 55001 Benchmark
21 3 4 5
Maintenance is an expense Maintenance is an investment
Innocence Developing Competence Optimising Excellence
Repair as good
as before
Reactive – fix it
when it breaks
Struggling with
management systems
Proactive,preventive
maintenance
Systems are a valuable tool –
informationis an asset
Sound knowledge of
cost,performance &
risk relationships
Proactivepredictive
maintenance
Outsourcedcontracts
deliver value & cost savings
Integratedorganization,
systems & processes
Maintenance&RenewalSpend
Performance&Reliability
Optimized planning
& decision making
A “paradigm shift” in attitude from
‘cost focus’ to ‘value focus’
Learning Applying Embedding Integrating Optimizing
IEEE Standard for Telecommunications
Information Exchange
Industry baseline: EIA/TIA 568A&B;
TIA942 Makes Testing and Durability
recommendations
•No certification requirement or program
•Left up to the vendor
•No required documentation
•Channel and component minimum
barriers to entry
Reduce Installation Costs
Maintain Loss Budgets
Easily Managed
Increase Your R.O.I.
•Lower energy usage
•Reduce installation labour
•High reliability
Source: CableExpress – The value in Exceeding the Standards for TIA942
Meets the Standard Exceeds the Standard
Integration From Standard Data Protocols
RTA, Dubai – Long term Master Planning
Conclusion
Standards support:
• Sharing of components
• Sharing of information
• Efficiency savings
• Staff competency
“They help us along the way but are not the ultimate destination”
The Value of Exceeding Standards for GIS and Asset Management

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The Value of Exceeding Standards for GIS and Asset Management

  • 1. The Value of Standards and why GIS and AM practitioners should exceed them AGI Asset Management Special Interest Group Geospatial and Location Analytics for Asset Management Julian Watts MBA (under) VGCPAM, BApplSc Principal Consultant, Atkins Management Consultants Committee Member AGI AM SIG, Council Member IAM, Fellow RGS 9th December 2013
  • 2. The Value of Standards
  • 3. Some Stats • Presently, there are more than 500,000 published standards worldwide • About £1bn per annum being invested in standard creation and maintenance Source: www.electronicdesign.com/products/don-t-underestimate-value-standards
  • 4. The Value of Standards Governance Value of a Governance Standard Recognised Best Practice Improved Effectiveness Addressing Emergent Issues Economic Opportunity Value to the Organisation Risk Management and Stewardship Business Value and Alignment to Strategy Emerging Threats Transparency Competitive Advantage Value to the Vendor Better Decisions and Outcomes for Customers Transparency and a Level Playing Field Reducing Complexity Raising Standards “Board level governance of Information Technology is no longer a bureaucratic nicety, it is as critical to the strategy and stewardship of an organisation as financial audit. Implemented well, governance not only delivers an essential safeguard but offers an effective, sustainable competitive advantage.”Source: Standards Australia Limited 2012
  • 5. The Value of Standards in IT Source: The Value Of Standards - A Delphi Study
  • 6. ISO Standards used in the Oil & Gas Industry Source: www.ogp.org.uk/pubs/440.pdf
  • 7. Federal Geographic Data Committee Digital Cartographic Standard for Geologic Map Symbolization
  • 8. Show most urgent/expensive or unsafe aspects across all currently selected assets Detailed information Quick navigation by map or list • Allowed the Environment Agency to quickly identify structures requiring urgent work. • Combining multiple assets without the need to refer to each individual paper report. Only requires a web browser Environment Agency Using Open Standards
  • 9. The INSPIRE Standard A spatial information Infrastructure for Europe that defines: ● Meta data (Catalogue and discovery service) ● Data specification (for 40 spatial themes related to the environment) ● Network services (discover, view, download, transform evoke) Facilitates sharing of spatial data amongst public sector in Europe To be implemented in stages between 2010 and 2019 ISO19115 and ISO19139 – Metadata Standards ● Allows great flexibility in the recording of metadata for both datasets and services ● Widely supported by all GIS ● Metadata standards adopted for INSPIRE UK GEMINI 2.1 – UK Metadata Standard ● The UK metadata standard ● Application schema of ISO19115 and ISO19139 for compliance to INSPIRE
  • 10. Why do we need Standards in GIS and AM now?
  • 11. The Public are now part of our Information Systems Source: Spatial Summit – Phillip Dooley, Symphony3
  • 12. Central Government Driven Initiatives • Required to utilise PAS 1192 on any Government spend over £5m from 2016 • Target to reduce public sector construction costs by 15-20% • If extended to all major projects, then between £1 billion and £2.5 billion per annum savings within the UK can be realised in the construction phase alone. • There is potentially even greater value in the post-construction in-service phase.
  • 13. The Management System for Assets PAS 55-1 and ISO 55001 ISO 55000: Asset management – Overview, principles and terminology ISO 55001: Asset management – Management systems – Requirements ISO 55002: Asset management – Management systems - Guidelines on the application of ISO 55001
  • 14. Global Forum & IAM Asset Management Landscape
  • 15. PAS 55 definition of asset management Asset management represents a cross-disciplinary approach to achieve sustained and best value-for-money in the selection, construction/ acquisition, utilization, maintenance and renewal/ disposal of physical infrastructure, plant and equipment. Adapted from: BS PAS 55:2008 Asset Management Systematic and coordinated activities and practices through which an organisation optimally and sustainably manages its physical assets, and their associated performance, risks and expenditures over their lifecycle for the purpose of achieving its organisational strategic plan Asset Management System (not an IT system!) Organization’s policy, strategy, objectives and plans and the activities, processes, systems and organization necessary for their development, implementation and continual improvement Asset A physical item which has a value to the organization and has a specific function, location and unique identification; for example a road section, rail segment, equipment, tank, building, bridge, etc.
  • 16. ISO 55000 definition of asset management *Capabilities include people, resources, processes, information and technology Adapted from: ISO 55000 CD2 Asset Management coordinated activities of an organization to realise value from assets over their life cycle in delivery of its objectives Asset Management System set of interrelated or interacting elements of an organization to establish policies and objectives, and capabilities* to achieve those objectives Asset something that has potential value to an organization and for which the organization has a responsibility. ISO 55000 Asset Management Overview, Principles and Definitions (draft) AM requires integration of engineering, business management, finance and IT
  • 17. Differences between PAS-55 and ISO 55000 Note that unlike PAS 55, there is no specific requirement in ISO 55001 for taking a whole life approach to asset management decisions; however, this can be mandated by the organisation through its Asset Management Policy and Decision Criteria for investment planning agreed with its stakeholders.
  • 18. Innocent Aware Developing Competent Optimising Excellent Learning Applying Embedding Integrating Optimising Score Attribute Description 0 Innocent The organization is starting to learn about the importance of asset management activities 1 Aware The organization is aware of the importance of asset management activities and has started to apply this knowledge 2 Developing The organization is developing its asset management activities and embedding them 3 Competent The organization’s asset management activities are developed, embedded and are becoming effective 4 Optimising The organization’s asset management activities are fully effective and are being integrated throughout the business 5 Excellent The organisation’s asset management activities are fully integrated and are being continuously improved to deliver optimal whole life value Generic Description of Maturity Scores Adapted from DRAFT ISO55001 PAS 55/ISO 55001 Certification threshold 21 3 4 50 Asset Management Maturity Scale
  • 19. © ATKINS, 2013 PAS 55-1 and ISO 55001 Audit Clauses Clause Clause Name ISO 4.1 Understanding the organisation and its context ISO 4.2 (PAS 4.4.8) Understanding the needs and expectations of stakeholders ISO 4.3 (PAS 4.1) Determining the scope of the asset management system ISO 4.4 (PAS 4.1) Establishing the Asset Management System ISO 5.1 (PAS 5.3) Leadership and Commitment ISO 5.2 (PAS 4.2) Asset Management Policy ISO 5.3 (PAS 4.4.1) Organisational roles, responsibilities and authorities ISO 6.1 (PAS 4.4.7) Actions to address risks and opportunities ISO 6.2.1 (PAS 4.3.2) Asset Management Objectives PAS 4.3.1 Asset Management Strategy ISO 6.2.2 (PAS 4.3.3) Asset Management Planning PAS 55 Clause 4.3.4 Contingency Planning ISO 7.1 Resources ISO 7.2 (PAS 4.4.3) Competence ISO 7.3 (PAS 4.4.3) Awareness ISO 7.4 (PAS 4.4.4) Communication ISO 7.5 (PAS 4.4.6) Information requirements ISO 7.6.1 (PAS 4.4.5) Asset Management System Documentation PAS 55 Clause 4.6.6 Records ISO 7.6 (PAS 4.4.6) Information management ISO 8.1 (PAS 4.5.1) Operational Planning & Control ISO 8.2 (PAS 4.4.9) Management of Change ISO 8.3 (PAS 4.4.2) Outsourcing of asset management activities ISO 9.1 (PAS 4.6.1) Monitoring, measurement, analysis & evaluation ISO 9.2 (PAS 4.6.4) Internal Audit ISO 9.3 (PAS 4.7) Management Review ISO 10.1 &10.2 (PAS 4.6.2 & 4.6.5.1) Nonconformity, corrective and preventive action ISO 10.3 (PAS 4.6.5) Continual Improvement
  • 20. The Information Model Standard for the Whole Life of Assets PAS 1192-3
  • 21. The PAS 1192 Model Source: Bsi PAS 1192-2:2013
  • 22. Relationship between asset management, PAS 1192-2 and PAS 1192-3 Source: Bsi PAS 1192-3:DRAFT
  • 23. What is the Difference between 1192-2 & 3? PAS 1192-3 focuses on the operational phase of assets irrespective of whether these were: • Commissioned through direct capital works • Acquired through transfer of ownership or • Already existed in an asset portfolio. However, like PAS 1192-2, PAS 1192-3 applies to both building and infrastructure assets.
  • 24. Guidance for Leveraging the Relationship between BIM and Asset Management The benefits from an integrated, enterprise-wide and life cycle approach to BIM and Asset Management, will include: • Greater clarity on long-term in-service performance expectations and the consequences of design-stage decisions over life cycle performance and cost. • Reduced project start-up costs due to availability of better information at the beginning of the project. • Reduced construction and operational costs as a result of reduced construction defects. • Better life cycle management resulting from more readily available consolidated design and construction information as a single source of data. • Reduced management process costs arising from incomplete data.
  • 25. The Value of Going Beyond Standards
  • 26. Standards Only Support ‘Good Practice’ “A standard only proves you are able to drive, not that you are a good driver”
  • 27. Exceeding the AM Standard ISO 55001 Dealing with Maintenance Backlog Achieving State-of-Good Repair Achieving a Sustainable Infrastructure Achieving Excellence in Asset Management PAS 55 / ISO 55001 Benchmark 21 3 4 5 Maintenance is an expense Maintenance is an investment Innocence Developing Competence Optimising Excellence Repair as good as before Reactive – fix it when it breaks Struggling with management systems Proactive,preventive maintenance Systems are a valuable tool – informationis an asset Sound knowledge of cost,performance & risk relationships Proactivepredictive maintenance Outsourcedcontracts deliver value & cost savings Integratedorganization, systems & processes Maintenance&RenewalSpend Performance&Reliability Optimized planning & decision making A “paradigm shift” in attitude from ‘cost focus’ to ‘value focus’ Learning Applying Embedding Integrating Optimizing
  • 28. IEEE Standard for Telecommunications Information Exchange Industry baseline: EIA/TIA 568A&B; TIA942 Makes Testing and Durability recommendations •No certification requirement or program •Left up to the vendor •No required documentation •Channel and component minimum barriers to entry Reduce Installation Costs Maintain Loss Budgets Easily Managed Increase Your R.O.I. •Lower energy usage •Reduce installation labour •High reliability Source: CableExpress – The value in Exceeding the Standards for TIA942 Meets the Standard Exceeds the Standard
  • 29. Integration From Standard Data Protocols
  • 30. RTA, Dubai – Long term Master Planning
  • 31. Conclusion Standards support: • Sharing of components • Sharing of information • Efficiency savings • Staff competency “They help us along the way but are not the ultimate destination”