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Merging top-down and bottom-up planning approaches

2 years ago
in Blockchain
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This weblog sequence discusses the advanced duties vitality utility corporations face as they shift to holistic grid asset administration to handle by means of the vitality transition. The primary publish of this sequence addressed the challenges of the vitality transition with holistic grid asset administration. The second publish on this sequence addressed the built-in asset administration platform and knowledge 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 numerous planning administration methods offers optimization alternatives on three ranges:

Asset portfolio (AIP) degree: Optimum challenge execution schedule

Asset (APMO) degree: Optimum upkeep and substitute timing

Spare half (MRO) degree: Optimum spare elements holding degree

The mixed planning workout routines 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 sometimes a part of a grid planning division, which considers expansions, load research, new clients and long-term grid necessities. Asset funding planning (AIP) instruments deliver worth in optimizing numerous, generally conflicting, worth drivers. They mix new asset investments with present asset replacements. Nevertheless, they observe completely different approaches to threat administration by utilizing a threat matrix to evaluate threat firstly of an optimization cycle. This top-down course of is efficient for brand new property since no details about the property is out there. For present property, a extra correct bottom-up threat strategy is out there 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 offers up-to-date threat knowledge 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 knowledge to optimize in actual time.

Upkeep and challenge planning happen in operations departments. The APMO course of generates an optimized work schedule for upkeep duties over a challenge interval and calculates the optimum substitute second for an present asset on the finish of its lifetime. The upkeep administration and challenge planning methods load these duties for execution by subject 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 principle parameters are optimizing for inventory worth, asset criticality and spare half ordering lead occasions.

Conventional planning processes give attention to disparate planning cycles for brand 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.

Learn extra about IBM® Maximo® APM for Vitality and Utilities

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Affiliate associate Asset & Manufacturing Optimization

Government Companion & World Trade CoE Chief-Vitality, Setting & Utilities, IBM Consulting



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Tags: approachesbottomupMergingplanningtopdown
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