LCEsmartr Overview

        Table of Contents

The LCEsmartr Implementation Guide walks you through the phases involved in a full reliability and asset management transformation.Each section contains detailed guidance as well as the tools you'll need to be successful from partnership agreements to business case presentations and more.

    Phase 1: Visualize

     1. The LCEsmartr Journey
     2. State Compelling Reason for Change
     3. Establish Sponsorship

Phase Deliverables:

  • Completed Case for Change presentation
  • Documented Executive Sponsor
  • Completed awareness training - maintenance and reliability best practices eLearning
  • Executive sponsor has communicated the compelling reason for change to managers involved in taking assessments

    Phase 2: Prepare

     4. Assess current state
     5. Develop business case
     6. Establish LCEsmartr leadership team
     7. Assess project risks

Phase Deliverables:

  • Completed work stream maturity assessments
  • Completed gap analysis
  • Customized transformation map
  • Documented business case
  • Established leadership team
  • Completed leadership team charter

    Phase 3: Design

     8. Develop Plans
     9. Established Work Stream Teams
     10. Establish Progam Governence
     11. Implement Team Activities

Phase Deliverables:

  • Focus teams established
  • eLearning training completed for each focus team member
  • Risk and communication plans created
  • Scorecard and metrics created for focus teams and for the site
  • Project plan established with scorecard reviews and progress assessments
  • Partnership agreements completed for each work stream
  • Work process flows, step definitions and RASIs finalized for each work process
  • Quick wins identified for pilot areas

    Phase 4: Deploy

     12. Pilot New Processes
     13. Roll-out Strategy

Phase Deliverables:

  • New processes deployed in pilot area
  • Impact in pilot area assessed
  • Completed strategy and plan for roll-out of new processes across organization

    Phase 5: Sustain

     14. Track Performance and Modify Processes
     15. Plan Re-Assessment

Phase Deliverables:

  • New processes deployed across organization
  • Coaching cards actively in use
  • KPIs continually updated and monitored
  • Ownership transitioned from work stream focus team to site personnel
  • Project closeout report completed
  • Semi-annual ongoing plan reassessment underway

Includes a maturity level evaluation for each of the following processes:

  • Asset Data Collection (ADC)
  • Asset Hierarchy Development (AHD)
  • Asset Criticality Assessment (ACA)
  • Control Strategy Development (CSD)
  • Critical Spares Evaluation (CSE)
  • Bill of Materials Creation (BOM)
  • Maintenance Strategy Development (MSD)
  • PM Optimization (PMO)
  • Loss Elimination (LEL)
  • Root Cause Analysis (RCA)
  • Management of Change (MOC)

Includes a maturity level evaluation for each of the following processes:

  • Planned Purchasing (PPR)
  • Storeroom Receiving (SRC)
  • Satellite Stores Stocking (SSS)
  • Inventory Issue (IIS)
  • Return to Inventory (RTI)
  • Add-Revise-Inactivate (ARI)
  • Storeroom Delivery (SDL)
  • Repairable Component (RCM)
  • Expedited Purchasing (EPR)
  • Inventory Stocking (IST)
  • New Item Setup (NIS)
  • Inventory Cycle Count (ICC)
  • Return to Vendor (RTV)
  • Planned Work Kitting (PWK)
  • Obsolete Inventory Identification (OII)

Includes a maturity level evaluation for each of the following processes:

  • Work Identification (WID)
  • Work Approval (WAP)
  • Urgent Work Preparation (UWP)
  • Work Planning (WPL)
  • Work Scheduling (WSC)
  • Work Execution (WEX)
  • Work Closeout (WCO)

Includes a maturity level evaluation for each of the following processes:

  • Strategic Capital Planning
  • Project Request
  • Conceptual Design
  • Detailed Design
  • Project Approval
  • Project Execution
  • Quality Audits
  • Commission Validation
  • Asset Disposal
  • Strategic Asset Capital Planning
  • Feasibility Analysis
  • Functional Specifications Development
  • Detailed Design
  • Project Management
  • Engineering Change Management
  • Develop Asset Operating Plan
  • Commission Validation

Includes a maturity level evaluation for each of the following processes:

  • Define Reliability Objectives (DRO)
  • Identify Address Reliability Risks (IAR)
  • Assess Quantify Improve Availability (AQI)
  • Validate Improved Availability (VIA)
  • Procure Specification for Reliability (PSR)
  • Construct Install for Reliability (CIR)
  • Commission Validation for Reliability (CVR)

Includes a maturity level evaluation for each of the following processes:

  • STO Program Information
  • Initiation / Scope of Work Phase 1
  • Planning and Scheduling Phase 2
  • Execution Phase 3
  • Completion Phase 4
  • Close Out / Lessons Learned Phase 5
  • STO Planning for Capital Work

Includes a maturity level evaluation for each of the following processes:

  • Stage One - Undertand
  • Stage Two - Plan
  • Stage Three - Communicate
  • Stage Four - Implement
  • Stage Four - Implement
  • Stage Five - Sustain

eMPS covers the entire proactive work management process, from identification through work closeout.
eMPS includes built-in practical application and downloadable tools, like key performance metrics, standard job plan templates, and program management tools, so you will be able to immediately apply what you learn.

Modules:

  • Intro to maintenance planning and scheduling
  • Work management process overview
  • Information system and equipment history
  • Work identification
  • Work approval and prioritization by work type and equipment criticality (RIME index)
  • Estimating and measuring work
  • Work planning & Work scheduling
  • Work execution, closeout and continuous improvement
  • Work management program

 
Additional eLearning available for purchase at
 

eRCM gives learners the resources and practice to effectively integrate risk and optimization through instruction on and application of the reliability centered maintenance methodology. Learners practice failure modes effects analysis (FMEA), build an asset hierarchy, perform asset criticality analysis, draft equipment maintenance plans, and execute preventive maintenance (PM) task optimization.

Modules:

  • Introduction to RCM
  • Asset hierarchy - Asset criticality analysis
  • Operational context, functions and performance standards
  • Documenting the RCM analysis in an FMEA
  • Selecting the right maintenance strategy
  • Equipment maintenance plan (EMP)
  • RCM program, business strategy, metrics, and continuous improvement
  • PM Optimization
  • Facilitating RCM

 
Additional eLearning available for purchase at
 

eMRO is a toolkit of best practices for storeroom and inventory management. The course combines MRO standards and best-practice benchmarking to help you manage your storeroom in.

Modules:

  • Introduction to MRO Storeroom Management
  • Buy Processes
  • Store Processes: Stocking
  • Store Processes: Inventory Management
  • Use Processes
  • Dispose Processes
  • Storeroom Management
  • MRO Program Management

 
Additional eLearning available for purchase at
 

eRCA introduces an root cause analysis program model that helps teams classify problems, select the appropriate root cause analysis tools, facilitate RCA events, validate

Modules:

  • The Target Condition
  • Step One – Notification
  • Step Two – Clarification/Classification Part 1 & Part 2
  • Step Three – RCA Models Part 1
  • Step Three – RCA Models Part 2
  • Step Three – RCA Models Part 3
  • Step Four – Corrective Action
  • Step Five – Verification
  • Step Six – Documentation
  • RCA Program
  • Summary and Post Test

 
Additional eLearning available for purchase at
 

eREE immerses the learner in scenarios where they will make decisions, solve problems and use critical thinking. By the end of the program, learners will be able to build and sustain a strategic reliability program to achieve your organization’s reliability goals in the areas of risk management, loss elimination, asset care, and management of change.

Modules:

  • Welcome
  • Introduction to Reliability Engineering
  • Life Cycle Asset Management
  • Loss Elimination
  • Risk Management
  • Maintenance & Control Strategy (PM/PdM)
  • Metrics and System Performance
  • Management of Change
  • Reliability Program Management

 
Additional eLearning available for purchase at
 
 
The ePdMS course considers condition-based maintenance, predictive technologies, and other techniques as a component of a larger asset-maintenance strategy to diagnose, prevent and postpone failures.Modules:

  • Introduction to Predictive Maintenance (PdM) Strategy
  • Establishing a PdM Program
  • PdM Technologies Summary
  • The Future of PdM Technologies
  • Program Management
  • The Business Case for a PdM Program
Additional eLearning available for purchase at
A comprehensive, filterable search list of all of the documents,tools and resources available to you in the LCEsmartr Playbook.

Project and change management resources and documents, curated by implementation phase, to support your reliability and asset management transformation. Includes resources like:

  • Reliability Improvement Business Case ROI Calculator
  • Transformation Map template
  • Change management plan templates
  • Team Charter templates
  • Partnership agreements
  • and more!

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for Reliability Engineering, including:

  • Reliability Engineering KPIs
  • RE Maturity Matrix
  • Asset criticality assessment tools
  • FMEA template
  • Equipment maintenance plan template
  • and more!

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for Work Management, including:

  • Work Management KPIs
  • WM Maturity Matrix
  • Job plan template
  • RIME index for Maintenance Expenditures
  • Job descriptions
  • and more!

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for MRO and Spare Parts Materials Management, including:

  • MRO Materials Management KPIs
  • MM Maturity Matrix
  • Spare parts analysis tools
  • Item request forms
  • Job descriptions
  • and more! +

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for Reliability Engineering, including:

  • Capital Delivery KPIs
  • CD Maturity Matrix
  • New project requirements management tools
  • Scope and cost management resources
  • Five year planning tool
  • and more!

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for Reliability Engineering, including:

  • Design for Reliability KPIs
  • DfR Maturity Matrix
  • Functional specification development support tools
  • Reliability risks analysis
  • Availabilty requirements forms
  • and more!

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for Reliability Engineering, including:

  • Shutdown, Turnaround and Outages KPIs
  • STO Maturity MatrixBusiness case questionnaire
  • Tips for completion
  • Shutdown reports
  • Lessons learned guidance
  • and more!

 

A collection of all business processes, RASIs and coaching cards, plus a curated collection of tools specifically for Reliability Engineering, including:

  • Organizational Change Management KPIs
  • OCM Maturity Matrix
  • Coaching materials
  • Single point lessons
  • Guidance for improvement
  • and more!

 

The LCEsmartr playbook is an asset management and reliability accelerator—a toolkit and coach complete with:

Implementation Guide

The implementation guide is organized into five phases involved in a reliability and asset management transformation. Each phase contains detailed guidance and tools you’ll need to be successful, from partnership agreements to business case presentations and more.

The Five Stages of a Transformation

Table of Contents
Phase 1: Visualize
Phase 2: Prepare
Phase 3: Design
Phase 4: Deploy
Phase 5: Sustain

Assessments

Assessments in the smartrPlaybook examine current reliability processes and practices as compared to industry accepted best practices.

Work Stream Assessments

Reliability Engineering
Work Management
Materials Management
Capital Delivery
Design for Reliability
Shutdowns, Turnarounds, and Outages

Work Streams

A core section of the Playbook that includes fully developed business process models that are standardized across industries. Each work stream includes work process flow charts, process step definitions, responsibility matrixes, and coaching cards for sustainability.

Work Streams

Reliability Engineering
Work Management
Materials Management
Capital Delivery
Design for Reliability
Shutdowns, Turnarounds, and Outages

Tools

500+ detailed definitions for each step of the Reliability Engineering, Work Management, and Materials Management work streams.

Example of Tools

  Key Performance Indicators
  Maturity Matrix
  FMEA-EMP Tool
  Job Descriptions
  RIME Index
  Spare Parts Purchase Tool
  Capital Management Five Yr Planning Tool
  Reliability Risks
  Planning and Scheduling Checklist

Enterprise Dashboards

Standard business intelligence and custom
dashboards for Enterprise clients.

Enterprise Dashboards

Our system use dashboards visualize logins, eLearning progress, assessments, and more to gauge Playbook adoption and use. We can also design custom dashboards that display operational KPIs, enabling you to make data-driven business decisions.

eLearning Courses

Our eLearning courses grow workforce capabilities in core reliability and asset management knowledge areas. Use eLearning at the beginning of a transformation to align the organization on terminology and approach, for new employee onboarding, or for ongoing professional development.

eLearning Courses

Maintenance Planning and Scheduling
Reliability Centered Maintenance
MRO Storeroom Management
Root Cause Analysis
Reliability Engineering Excellence
Predictive Maintenance Strategy