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 publish of this collection addressed the challenges of the vitality transition with holistic grid asset administration. The second publish on this collection addressed the built-in asset administration platform and knowledge trade 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 method that mixes the siloed processes and integrates varied planning administration programs offers optimization alternatives on three ranges:

1. Asset portfolio (AIP) degree: Optimum mission execution schedule
2. Asset (APMO) degree: Optimum upkeep and alternative timing
3. Spare half (MRO) degree: Optimum spare components holding degree

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 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 varied, generally conflicting, worth drivers. They mix new asset investments with present asset replacements. Nevertheless, they comply with completely different approaches to threat administration through the use of a threat matrix to evaluate threat at the beginning 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 method is out there from the continual well being monitoring course of. This course of calculates the well being index and the efficient age primarily based on the asset’s particular degradation curves. Dynamic well being monitoring offers up-to-date threat knowledge and correct alternative timing, versus the static method 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 mission planning happen in operations departments. The APMO course of generates an optimized work schedule for upkeep duties over a mission interval and calculates the optimum alternative second for an present asset on the finish of its lifetime. The upkeep administration and mission planning programs load these duties for execution by discipline service departments.

On the upkeep restore and overhaul (MRO) facet, 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 give attention to disparate planning cycles for brand new and present property in a top-down versus bottom-up asset planning method. This method 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 funds.

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