Case Studies

  • DAK Americas Chooses OESuite™ to Consolidate Process Safety Activities Across Fleet
    Situation

    DAK Americas (DAK) is part of Alpek S.A. de C.V., the petrochemicals and synthetic fibers business group of Alfa S.A.B. de C.V., one of Mexico's largest corporations. It manufactures polyester raw materials, polyester polymers and fibers, and offers GreenPET-related products and services. DAK characterizes itself as an innovative, results-oriented company with a passion for growth and the elimination of all types of waste. As part of its commitment to safety and efficiency, DAK wanted to replace legacy systems and consolidate all activities related to process safety across multiple facilities.

    Challenge

    DAK's existing systems for process safety tracking and management lacked integration and connectivity. In addition, DAK sought a solution that would deliver consistency in reporting, make more information available for analysis and action, and provide organizational insight into events across the fleet. By late 2016, DAK had chosen five modules from OESuite™, the flagship platform from Operational Sustainability, LLC (OS), and moved forward with implementation plans across seven sites. 

    Solution

    DAK, together with the OS implementation team, put the Incident Management, CAPA, MOC, PSSR, and PHA modules from OESuite into service in early 2017. While the simultaneous roll-out to multiple plants was not without challenges, the implementation plan was clear and both the internal and external team members were committed to making it it successful.

    Benefit

    With the modules in place and operating as promised, DAK has realized increased connectivity, the ability to monitor events in real time, and enhanced efficiencies across their fleet. After the initial results, DAK has made the decision to expand the implementation to two additional sites recently acquired. 

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  • LSB Industries Reduces Cost, Improves Efficiencies, and Enhances Reporting through OESuite™
    Situation

    LSB Industries (LSB) wanted to reduce costs, improve efficiencies, streamline action items, and enhance reporting across multiple facilities using various systems to address Learning Management, MOC, and Action Tracking.  Some sites were using classroom style training, paper MOCs, and multiple spreadsheets for action tracking; others were using other, disparate softwares. LSB recognized the need for – and the return on investment possible – for standardizing methods across the company while still allowing some degree of flexibility at each site. After participating in a Process Safety webinar showcasing the Operational Sustainability, LLC® (OS) Process Safety KPIs possible via the OESuite™ enterprise software platform, LSB began investigating OESuite as a possible solution.

    Challenge

    LSB needed to implement a user-friendly solution for Learning Management, Corrective and Preventive Actions (CAPA), Management of Change (MOC), and Incident Management that was versatile, effective for all users – down to the Operator/Mechanic level – and that included highly customizable reporting. "We wanted enough flexibility and customizability so that the software could be adapted to the way we work rather than force all of our sites to adapt their cultures to the software. An intra-site team viewed demos of the various modules offered by OESuite and determined that there was a high likelihood that the characteristics we were seeking were available from OS, including reporting flexible enough that each individual user could pull the data they needed data from the system," Guy Colbert, Director of Technical Services for LSB, said. 

    Solution

    After a thorough evaluation process, LSB found that OESuite delivered everything they needed in an integrated and customizable package at a reasonable cost. LSB moved forward with the OS team to implement the four chosen OESuite modules sequentially, beginning with Learning Management at a single site. The implementation went smoothly, and an intra-site team began working on the CAPA implementation plan. "The sites came together to discuss and provide direction on how we wanted CAPA to function, and the OS team customized CAPA on OESuite for our purposes. All of our sites have eliminated their multiple action tracking spreadsheets and are using the CAPA module," Colbert said.  After successfully implementing CAPA across the organization, the team moved on to MOC. LSB's implementation of the MOC module moved them from multiple methods for MOC to one shared vision and process. "The result is a company system, and not the method of any one particular site. There remains some flexibility in the finished product that readily accommodates both our largest and our smallest sites," Colbert said. LSB next implemented Incident Management as a company-wide solution. For LSB, the new system is an integral part of their incident management practices, including investigation and causal factor analysis.

    Benefit

    Colbert says LSB has seen benefits in the form of efficiency gains and unification of methods. "Our sites have embraced our new software and like it.  We occasionally find tweaks that we want to make and the OS staff is good about helping us implement those tweaks," Colbert said. LSB's insurers have appreciated their investment in OESuite software and have included positive comments about CAPA, MOC, and Incident in their insurer reports. "Our employees have identified other OESuite modules that they'd like to see implemented and have taken the lead in setting up demos to determine what other modules may deliver immediate gain for us. One of the biggest benefits for us at LSB is that now we can observe the progress our sites are making from our remote corporate office. We use the system to efficiently provide metrics and information to our corporate leadership as well as to outside entities such as insurers," Colbert said. 

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  • IGI: Finding and Implementing an Integrated MOC, CAPA, Incident Management, and Learning System that can Successfully Scale with the Organization
    Situation

    IGI Waxes (IGI) had been using a discrete Learning Management System in two facilities. In late 2014, the company decided it needed to expand to a company-wide implementation. As facility leaders and management discussed the existing system and contrasted its capabilities with the desired outcomes, they determined that another solution was necessary to meet the project objectives. IGI undertook a search and evaluation process with an emphasis on finding a system that could scale with the organization, would integrate incident management, CAPA, and MOC with training and learning activities, and that users would embrace. During the evaluation period, IGI became aware of Operational Sustainability, LLC (OS) and its flagship platform, OESuite™.

    Challenge

    IGI sought a more integrated, holistic picture of tasks, incidents, and training. Beyond scalability to IGI's eight facilities, IGI wanted clear, real-time insights into their entire organization's performance against various metrics and obligations. Finally, IGI wanted a solution that could be implemented quickly across multiple facilities and could be customized for their particular operational needs. A committee containing representatives from each IGI site chose OESuite. "The user interface was one key deciding factor in the committee's decision," said Bill Sandblom, MIS Director.

    Solution

    OS proposed beginning with the CAPA, Incident Management, and MOC OESuite modules. By Q2 2015, IGI and OS had finalized a statement of work and began implementing the modules at the four largest IGI facilities. 2016 through 2017 saw the successful use of the modules in the chosen facilities. Real-time information on tasks and incidents gave key people in the organization performance insight at the facility level. After a successful year-long live test across the four facilities, IGI decided to roll out the modules to the rest of their facilities and add to their OESuite module library. "We've implemented MOC, CAPA, and Incident Management at all of our facilities, and are now moving on to the next phase," Sandblom said.

    Benefit

    "Users like the software and the interface, so they actually enjoy using it. It's easy to enter tasks and incidents and to see obligations. The training staff is very good, and the results have been as we were promised," Sandblom said. IGI is working with OS to adapt a version of the Incident Management module to track and manage any customer-specific issues and is underway with the implementation of the OESuite Audit Mobile module, replacing a legacy audit system. Doing so will integrate tasks related to audits with IGI's CAPA, MOC, and Incident Management obligations, keeping the company current across the entire organization. After the roll out of Audit Mobile, IGI will move forward with Operator Logs, Operator Rounds, and Pre-Startup Safety Review (PSSR) modules from OESuite. "We're now more consistent in how we do business. We've realized efficiency and compliance gains, and can see our performance on key metrics by site. This solution helps us take data and turn it into information so we can make more informed decisions, more quickly," Sandblom said.

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  • Moving from Time to Risk-Based Inspection
    Challenge

    A global chemical company with more than 200 facilities wanted to get away from time based inspection and qualitative Risk-Based Inspection to API based RBI. The client spent a significant amount of effort to implement an RBI software solution, but found that the inherent limitations of the technology made it difficult to align with the client's RBI process.

    Solution

    OS piloted its new RBI software solution and demonstrated the benefits of moving toward an API 581 based RBI approach could help reduce risk. This solution was demonstrated at a large complex operating facility. The client was able to see how a flexible solution that was easy to use could simplify the rigid software solution, while enabling the client to leverage historical inspection data. OS demonstrated the ease of use and deployment, while helping the client reduce inspection costs and risks.

    Benefit

    The client has dramatically improved its asset integrity performance while getting better cultural buy-in.

  • Improving Reliability for a Refining Organization
    Challenge

    A US refiner wanted to establish a corporate-wide reliability initiative to improve equipment uptime. The client had resource constraints and was concerned with the investment that was required to make measurable performance improvements. In addition, the client had a number of cultures it was seeking to integrate, while driving process standardization.

    Solution

    OS facilitated reliability training. The training focused on criticality, failure modes and effects analysis, and reliability-centered maintenance. In addition, OS was able to help the organization build a new core capability to take ownership of this new capability. As part of the initiative, OS facilitated exercises to apply the fundamentals to specific assets. Finally, OS was able to implement a reliability solution to help the organization capture all the data that needed to be managed to rationalize maintenance tasks.

    Benefit

    The client has dramatically improved its asset performance and overall equipment effectiveness (OEE), while reducing maintenance costs.

  • Company Saves Billions on Averted Failures
    Challenge

    A Fortune 500 integrated oil & gas company was having failures of their equipment across their upstream and midstream organization, costing the business an estimated $30-50 billion per year.

    Solution

    Using an existing production efficiency improvement model, OS improved the process to identify how the client could get out of the mode of logging failures after the fact to proactively anticipating and eliminating equipment defects leading to significant production losses. The failures were caused by both human and equipment error.

    OS was able to move the client from "after the fact" root cause analysis to "proactive" equipment health monitoring and improved reliability of the equipment. As a result the company is implementing the OS work process across its fleet of assets.

    Benefit

    The company is now able to predict and avoid failures of its fleet of assets, saving millions of dollars each year.

  • Mobility – Operator Rounds
    Challenge

    A refining company struggled with mobilizing its workforce. Its existing processes were mostly paper-based and highly inefficient.

    Solution

    OS developed a set of digital forms and an operator rounds solution to improve operations.

    Benefit

    The client was able to reduce instances of non-compliance and to reduct the overall cost of gathering data in the field. The result was more than a 40% reduction in annual costs for visual inspections. In addition, OS was able to deliver an operator rounds solution to address the company's operational excellence focus on operator-driven reliablity.

  • Mobility – Inspections
    Challenge

    A Fortune 20 oil & gas company has a highly disconnected environment. Clipboards were commonly used as a means for gathering information on the field.

    Solution

    OS developed a mobile inspection solution to address equipment inspections including an online and offline capability. OS hosted more than 600 gigabytes of data in the cloud.

    Benefit

    The client was able to move away from paper-based inspections and significantly reduce the time required for inspections.

  • Competency Program Development
    Challenge

    A fortune 10 oil & gas company had to address audit deficiencies and requirements to develop a competency program driven by SEMS and OSHA 1910.119.

    Solution

    OS conducted a gap assessment and created a new training organization for its North American operations. This included staffing of the training department, development of a communication strategy, creation of management systems, coaching of the client, creation of job role maps and competency assessments, and implementation of a comprehensive IT solution for workforce management.

    Benefit

    The client was able to move get into compliance, create a new training organization, and develop a comprehensive competency program.

  • Process Safety Improved After Deploying OESuite™
    Challenge

    A refining client had numerous silos including tools for process safety along with spreadsheets. Due to the silos, the client was unable to manage its process safety program efficiently and was also unable to roll-up information for reporting purposes.

    Solution

    Deployment of OESuite™, including its core process safety modules, permitted integration of many of the core program elements and subsequent roll-up of leading and lagging indicators leading to more efficient compliance.

    Benefit

    The refiner successfully achieved improved process safety performance. The integrated OESuite™ offering paved the way for the additional modules, to further improve OESuite™ compliance assurance.

  • Client Enhances Asset Integrity Management Systems and Performance
    Challenge

    A Fortune 500 upstream and midstream oil & gas company sought the assistance of OS in defining and implementing an asset integrity management system. The client was experiencing frequent safety incidents and significant failures on equipment assets.

    Solution

    OS created a situational risk assessment tool as part the overall solution. This solution was used to relate maintenance priorities to the production priority. In addition, OS deployed digital forms technology to enable the client to roll out a Fitness-for-Service program. Finally, OS defined and is in the process of implementing an asset integrity management system (AIM) solution across 37 operations.

    Benefit

    The client has dramatically improved its asset integrity performance. Incidents have been dramatically reduced and the client is poised to move from run-to-failure mentality to preventative maintenance.

  • Process Safety Performance Improvement
    Challenge

    A chemical client sought assistance with facilitating process hazard analysis (PHA) studies. In addition, the client was plagued with paper-based systems and spreadsheets for compliance.

    Solution

    OS successfully facilitated numerous PHA studies for the client. In addition, OS implemented a PHA, Corrective Action and Management of Change solution in the cloud.

    Benefit

    The client has dramatically improved its process safety performance. The overall quality of PHA studies has been dramatically improved and the client is now able to track its recommendations to closure while significantly reducing past due items.

  • Organizational Change and Competency Enablement
    Challenge

    A leading chemical company struggled with attrition due to the mass exodus of the baby boomers. The client was experiencing significant challenges with resourcing all of its programs due to lack of optics into how to properly enable succession planning.

    Solution

    OS developed a competency model that defined all of its personnel at several plants. The client was able to identify anchor hires and to properly identify resource needs where this didn't exist before.

    Benefit

    The client is able to properly resource capital projects and continuous operations at several of its key plants. OS will be rolling out this solution at several dozen additional facilities across the globe to further improve the client's organizational sustainability.

  • Strategic EH&S IT Outcome
    Challenge

    A chemical client struggled to develop a strategy for its EH&S management information system (EMIS) needs. OS was hired to develop a comprehensive strategy across its enterprise.

    Solution

    OS developed a set of detailed requirements, a set of "to be" workflows to address core workstreams, facilitated a system selection and created an implementation plan for the selected solution.

    Benefit

    The client was able to significantly reduce its costs to support its existing solutions. In addition, OS laid a solid foundation for the client to move forward with consolidation of its EH&S IT portfolio.

  • Management of Change
    Challenge

    A utility client sought assistance with improving its Management of Change (MOC) process and management systems.

    Solution

    OS successfully facilitated workshops to improve the existing management systems for a North American electric utility.

    Benefit

    The client was able to reduce incidents substantially and to manage costly engineering changes.

  • Mobility
    Challenge

    A utility company struggled with mobilizing its workforce. Its existing processes were mostly paper-based and highly inefficient.

    Solution

    OS developed a set of digital forms including operator rounds to improve operations.

    Benefit

    The client was able to reduce instances of non-compliance and to reduce the overall cost of gathering data in the field. The result was more than a 40% reduction in annual costs for data gathering while enabling proactive work management processes.

  • Work Management
    Challenge

    A utility used a leading Computerized Maintenance Management System (CMMS), but lacked fundamental information such as an a consistent asset topology, job plans and bills of material.

    Solution

    OS evaluated the existing CMMS configuration and suggested a best practice for master data management including an asset hierarchy. Later, OS was able to template job plans for their equipment and to suggest integrity operating windows.

    Benefit

    The client was able to tackle the challenge of managing equipment in its CMMS along with fundamental information to determine preventative maintenance on its equipment, while improving operational efficiencies.