Delivering Scalable AWP in

Operating Facilities

© 2018 The©information
2018 The information contained
contained herein herein is proprietary
is proprietary and confidential.
and confidential.
 Be a Predictable Pedestrian
▪ Always walk on a sidewalk when
available.
▪ Be extra-cautious during situations
where visibility is affected.
▪ Only cross at intersections and
crosswalks.
In 5 years, 165+ crashes resulted in
pedestrian injuries at “high-risk”
intersections in Houston. Westheimer is
▪ Be visible and avoid dark clothing.
among the most dangerous.
▪ Avoid any substances which may
impair judgement and reaction time.

Source: Houston Press © 2018 The information contained herein is proprietary and confidential.
 1. Use Agile Planning to
Increase Productivity
▪ Keep Everyone Consistently
Informed

▪ Hold Regular Retrospective

Meetings

▪ Hold Daily Stand Up Meetings

Agile methods lead to a Emphasize Improvement, Training
7-12% improvement
in productivity, and a
5-12 % reduction in cost.
▪ Regularly Discuss Coordination,
Constraints, and Blocking Items
Source: Reifer Consultants

© 2018 The information contained herein is proprietary and confidential.

 Introduction

▪ Former SVP Product & Market Strategy

for Jovix
▪ CII AWP Performance & Benchmarking
Co-Chair
▪ Fiatech PAT Leader (Materials & AWP)
Josh Girvin ▪ 12 Technology Patents
CEO
▪ BSE Mechanical Engineering

© 2018 The information contained herein is proprietary and confidential.

 O3 Overview

REPORTING & ANALYTICS

AWP
CONSTRAINT MANAGEMENT

AWP MASTER INDEX

BEST
PRACTICES DATA

© 2018 The information contained herein is proprietary and confidential.

 Client Input

$70B Project with AWP Program Enterprise Accelerated Multi-Project at

20 Contractors Across Portfolio AWP Program SDTA Timeline Operational Facility

1750+ Users SDTA Project AWP Program Managing AWP Simultaneous

across the Portfolio with Management Collaboration Projects,
world’s largest Major Chemical with Super Major Major Chemical Site Portfolio
Oil & Gas Project Company in Oil & Gas Company Management

O3 is a modern agile company that relies heavily on client input.

© 2018 The information contained herein is proprietary and confidential.
 Industry Input

AWP Community for

Business Advancement
− Performance & Benchmarking
− Education & Outreach
− Knowledge Management
− Business Accelerator

© 2018 The information contained herein is proprietary and confidential.

 Portfolio Landscape

Giga Projects 1
$10B+
Mega Projects 10
$1B+ To move the needle,
Large Projects your focus should be
100
$500M on the majority of
your spend
Small Projects 1000s
< $100M
© 2018 The information contained herein is proprietary and confidential.
 The Project Landscape

Mega & Large Projects Operating Facilities

Large-scale Small projects

Complex Short duration

$1 billion+ $2M - $100M

Many years to Multiple simultaneous
develop & build projects
Multiple public Impact to daily
& private stakeholders operations

© 2018 The information contained herein is proprietary and confidential.

 Size Matters
Nuances that Impact AWP Implementation

Mega & Large Projects Operating Facilities

Rigid Upfront Ability to Crawl,

Requirements Walk, Run

Multiple disconnected Embedded Contractors

stakeholders (weeks vs. months)

Dedicated PMT Internal CMT

spread thin

© 2018 The information contained herein is proprietary and confidential. © 2018 The information contained herein is proprietary and confidential.
 COAA Small Projects Scalability
“On some of the smaller projects, you just don’t
have to have the same level of formality.”

“It’s important to understand the project

type, size & complexity.”

“Apply what is necessary. No more, no less.”

Source: Update of the COAA

Scalability Project © 2018 The information contained herein is proprietary and confidential.
Operating Facility
Challenges
▪ PMTs are stretched thin
▪ Operating in reactive, firefighter mode
▪ Not following standard stage gate
process
▪ Jumping from concept to execution “I am managing 10 projects
leaves no time to plan
and one is always on fire.”
▪ No visibility into engineering status
▪ Schedules slip with no accountability - Construction Manager,
▪ Don’t know where to start with AWP Operating Facility

▪ Everyone has a day job

© 2018 The information contained herein is proprietary and confidential.
Implementation Methodology

Megaprojects have
one shot to get AWP
right in the beginning. DEFINE DEPLOY

Operating facilities have

several small projects and can
make adjustments along DOCUMENT
the way.

© 2018 The information contained herein is proprietary and confidential.

 Combined Approach

Definition Education Collaboration Accountability Standardization

Contract
Process Steps, AWP Interface Success Language,
Best Practices, Awareness, Management, Metrics, Work Package
Data Specs Training Meetings Coaching Templates,
Checklists

All of these elements require subject matter expertise

and technology to support scalability.
© 2018 The information contained herein is proprietary and confidential.
Definition

© 2018 The information contained herein is proprietary and confidential.

Education & Engagement
▪ Training & Coaching

▪ Track Education Progress by

Level and Date Required
− Aware
− Engaged
− Champion

© 2018 The information contained herein is proprietary and confidential.

Collaboration

▪ Path of Construction
Development

▪ Constraint Management

▪ Portfolio Management

© 2018 The information contained herein is proprietary and confidential.

 Accountability
▪ Role Specific Scorecards
to focus on what’s highest
priority
▪ Configurable Dashboards
to Increase Visibility
▪ Data Management Reports
to ensure timely, complete,
accurate data
▪ Identify Potential Training
Opportunities

© 2018 The information contained herein is proprietary and confidential.

Standardization
▪ Work Package
Templates
▪ Contract Language
▪ Checklists
▪ Data Requirements

Standardize to
Enable Automation
© 2018 The information contained herein is proprietary and confidential.
Operational Facilities Profile

© 2018 The information contained herein is proprietary and confidential.

 Operational Facilities Experience

Multiple Multiple Multiple Multiple Multiple

Projects Contractors Owners Partners Job Sites

© 2018 The information contained herein is proprietary and confidential.

Project Profiles
▪ Multiple Operating Facilities

▪ Simultaneous Projects

▪ Early in AWP Maturity

▪ Project Sizes Ranging from

$2M to $100M

▪ Multiple Project Teams

© 2018 The information contained herein is proprietary and confidential.

Implementation Scope
Define Fit-for-Purpose AWP Approach

Train and Coach Owner and Contractor Personnel

Develop Standard Work Package Templates

Build Work Packages

Manage WP’s and Constraints during Execution

Incorporate Safety Specifications & Reporting

Provide Oversight & Analytics

Develop Portfolio-wide Education & Engagement Strategy

© 2018 The information contained herein is proprietary and confidential.

 Result Highlights
Enhanced Improved
Collaboration Visibility

− IWP Sequencing
− Constraint Management
− Constraint Review
− Progressing
− Progress Updates
− Resource Loading
− Safety Tracking − AWP Health Scorecards
− Crew Allocation

© 2018 The information contained herein is proprietary and confidential.

 A Winning Culture
Total Engagement
▪ Corporate, Project Team, Admin, Contractors

Expanded Use of AWP

▪ Bringing new people to the table (Example: Safety)

Innovative Spirit
▪ Excited to try something new, focused on innovation

Better Collaboration
▪ Leveraging up-to-date, real-time data for team meetings

© 2018 The information contained herein is proprietary and confidential.

What’s Next?

▪ Onboarding new Project Teams

▪ Site-wide optimization
▪ Portfolio Management
▪ Construction Automation Software
▪ Incorporate Time on Tools Metrics
▪ Engineering Rules of Credit

© 2018 The information contained herein is proprietary and confidential.

 Lessons Learned
1. Right-size Implementation for the Facility
2. Crawl, Walk, Run Approach
IWP CWP TOP EWP PWP

3. Identify Project Teams that are Passionate About Improving

4. Get Support at Corporate Level
5. Launch Education & Engagement Early
6. Leverage Analytics to Correlate “Reds” to Training Opportunities
7. Set Data Requirements Early (Contract Language)
© 2018 The information contained herein is proprietary and confidential.
 Key Takeaways

Take a Site-wide Proven Success -

Focus on the Education
Approach to Multiple Sites,
Majority of the & Training
Maximize AWP Owners,
Spend is Critical
Investment Contractors

Services +
AWP Should Be Visibility Hold
Technology =
Right-Sized for Identifies Areas Stakeholders
Exponential
Small Projects to Improve Accountable
Value

© 2018 The information contained herein is proprietary and confidential.

 Questions?

Discussion

Ownership ▪ Oversight ▪ Optimization

www.o3solution.com
© 2018 The information contained herein is proprietary and confidential. © 2018 The information contained herein is proprietary and confidential.