OESuite Process Safety Framework - DrivingOE
OESuite Process Safety Framework How? The OESuite Process Safety Framework employs a comprehensive, interoperable set of modules aligned with the latest best practices in safety culture and execution strategies to deliver sustainable process safety improvements. Strong 1 Reactive 4 Rules understood by some but not documented Competency At the core, Process Safety Management (PSM) is a system comprised of multiple elements with no regulatory requirement to do more than meet the minimum. PSM should, of course, maintain compliance. Still, we think it should be enhanced as necessary through alignment with best practices to improve overall process safety. One truth we’ve proven through our experience and industry research is that effective PSM today depends on accurate data management across aligned systems and departments; that leads to more efficient, effective execution of process safety, not just reduced operational risk. In turn, accurate data management requires a commitment, first to determine what matters – and therefore what must be measured and managed – and second to implement an aligned PSM software solution like the Operational Sustainability (OS) OESuite Process Safety Framework that is capable of gathering, analyzing, and utilizing all of that essential interrelated data to support the desired outcomes. 2 Weak Rules not understood and not documented – failures very probable Sustainable Operational Excellence 3 Bureaucracy Don’t understand the rules and don’t know why Weak Not Documented Management Systems Documented OESuite Process Safety Framework: How it works Software screen examples Covered Regulations Matrix Who we are www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Process Safety Framework Module Feature Compliance RCA, Consequence of Deviation Review / Manage Recommendations Nonconformances / Product Quality Failure Elimination / Bad Actors Incident / Event Mgmt Mobile Deferral & Deviation Management Management of Change Mobile CAPA / Action Item Management IPL Lifecycle, Scheduler Failure Elimination / Bad Actors Consequence of Deviation Task / Compliance Management Mobile Work Permitting Mobile Pre-Startup Safety Review Mobile Audit Management Mobile Performance Management Document Management PSI Solution Safety What If, JSA, HAZID, FMECA SIF, IPL Lifecycle, Proof Testing, SRS Design Dust Hazard Analysis, PSM Boundary HAZOP / LOPA / PHA Enterprise Risk Management Process Risk / Risk Assessment Safety Instrumented Systems Mobile Safety Lifecycle Solution Assets Safe Operating Limits Alarm Rationalization Scheduler, NDE Data Visual / Thickness Measurements Calibration Risk-Based Inspection Inspection Mgmt Mobile Alarm / IOW Management Process Safety is part of your basic license to operate, as well as a starting point to develop a risk registry. This means PSM will continue to be a focus for process industries due to ongoing performance challenges–but their view of PSM is too narrow. Focusing only on safety in your organization as a measure of success won’t yield optimum results, because safety alone ignores many operational risks. To bridge this gap, OS holistically addresses PSM concerns with our integrated, interoperable Process Safety Framework of modules and features. Relief Device Management Mechanical Integrity Solution Procedure Mgmt / Work Instructions Mobile Contractor Safety Management Solution Workforce / Organization Organogram, Succession Planning Competency Mgmt Organizational / Personnel Change 2 of 11 Job Role Maps HOME ❮ ❯ Skills Matrix / Curriculum Competency Assessment, Interventions Training Mgmt / LMS Mobile SCORM / AICC www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
General for All Elements Employee Participation Stakeholder Outreach Management Review / Continuous Improvement Process Safety Health General Functions Available on Modules KPIs (mobile) Notifications Standard Reports Asset Registry Report Builder / Ad Hoc Reports My Obligations (mobile) Modules / Systems for All Elements Process Safety Culture Assessment & Tech Content PSI / Document / Redlining Data Historian / DCS Trade Secrets Damage Mechanism Event Incident Management Unwanted Events Alarm Management OESuite Module (Including Mobile and Offline) Safeguard Logs / Shift Handover OS Content / Standards OS Content Library Indicates Mobile Enabled Data Connector Operator Rounds ❮ SIS / Proof Testing Tech Content for CoO Regulatory Requirements / Compliance to Standards Tasks PSSR Req PSSR Tech Content for MOC Qualifications WORKFORCE MGMT Contractor Management Training Requirements Training / CBT Competency Assessment Operating Procedures Competency Management Req PSSR Tech Content for Work Permitting Startup Shutdown Procedure Mechanical Integrity Solution EHS Compliance Framework The OESuite Process Safety interoperability model will move your focus from safety to comprehensive risk and reduce process safety incidents through the integration of several core modules, as shown in our Process Safety Framework. OESuite also offers an API 754 reporting engine and supports our Process Safety Health perspective. Hot Work / LOTO / Bypass Contractor Background Check Contractor Safety Management Solution HR Activities in the Area Operations & Production Framework HOME Org / Personnel Change LOPA CoO MGMT External Data Source High Risk Change Management of Change (MOC) CMMS / EAM Relief Device Mgmt Change Req Revalidation Schedule Not In-Kind Process Hazard Analysis (HAZOP / LOPA / What-If) Pop-Test Corrective / Preventive Action (CAPA) Recs Compliance Audits Alarm Event OESuite Features and Functions 3 of 11 In-Kind Intelligent PHA Template Legend Inspection / RBI Tech Content for MI Emergency Planning & Response Protocol IOWs / Safe Operating Envelopes Alarm Triggered Right to Know EAM Master Data Catalog Metrics and Reporting MECHANICAL INTEGRITY MGMT Alarm Event OESuite Solutions Performance Management PSI Solution Workforce Framework 2022 Operational Sustainability, LLC. All rights reserved. ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
PSM, done well, crosses numerous departmental boundaries, making it difficult to get to a single source of truth. The OESuite Process Safety Framework’s interoperable modules generates this single source of truth by building a unified data structure that holistically addresses Process Safety, leading to more efficient execution and actionable insights across an organization, rather than depending upon lagging indicators. With our Process Safety Framework, users can: Enable better PSM execution, leading to Operational Discipline Lower operational risks by advancing beyond traditional process safety compliance and embracing Risk-Based Process Safety (RBPS) Make the right investments in process safety resources to protect lives and value, and move toward Operational Excellence The OESuite Process Safety Framework also covers the traditional elements and more advanced RBPS elements. By leveraging this comprehensive framework with our Process Safety Information (PSI), Mechanical Integrity, Workforce, Operations & Production, Compliance / Risk, and Culture Frameworks, users can achieve a complete 360-degree view of their compliance obligations and operational risks. Phase 1: CAPA, Incident, Process Risk / PHA Basic PSM Phase 2: Intermediate PSM Phase 3: Advanced PSM Phase 4: 4 of 11 HOME ❮ MOC, PSSR, Document Management, Training, LOPA, Audit Compliance Driven Inspection, Organizational Change, Relief Device Management, Task Management, CoW / LOTO Strategic Improvement IOWs, RBI, Alarms, SIS, Procedures, PSI, Competency, Production Loss Holistic PSM ❯ Managed Control Operational Excellence www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Software Screen Examples Example 1 – Procedural Automation Leverage a library of templates, create custom procedures, relate procedures to equipment, trigger MOCs, make revisions, and execute procedures in the field on a mobile device. 5 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Software Screen Examples Example 2 – PHA / LOPA Study Leverage a library of Intelligent PHA templates, conduct pre-work and noding, conduct risk assessments, track follow through actions and MOCs, see previous incident history and relief device history, and generate reports. 6 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Software Screen Examples Example 3 – Work Permits / Work Packs / LOTO Plan permit activities, request permits, conduct risk assessments, isolate energy sources, enable pre-startup safety reviews, perform digital sign-offs via mobile devices, perform gas testing, enable bypasses, issue certificates, and renew or reissue new permits at the shift handover. Leverage pre-configured workflow templates and technical standards for MOC. 7 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Software Screen Examples Example 4 – Management of Change Track not-in-kind changes, manage temporary, permanent, and emergency changes, enable a risk assessment, conduct a pre-startup safety – Procedure reviewFigure using 1your checklists, Mobile and close out post commissioning items. 8 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Software Screen Examples Example 5 – Mechanical Integrity Conduct visual inspections and gather thickness measurements, create a monitoring strategy using corrosion control documents, Figure 1 – mechanisms, Procedure Mobile identify damage create integrity operating windows, track deficiencies, and track remaining half-life of your equipment. 9 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Regulations Covered by the OESuite Process Safety Framework KEY Regulatory actions addressed by OESuite Modules or Frameworks Regulatory actions partially addressed by OESuite Modules Non-software related activities Management of Change (MOC) Pre-Startup Safety Review (PSSR) OSHA BSEE Industry EPA CCPS CSChE Process Safety SEMS API RP 1173 EPA RMP Risk Based Process Safety Process Safety Management (Recommendations) PSM Regulatory Matrix Process Hazard Analysis Incident Investigation Compliance Audit Hot Work Permits / Safe Work Practices Operating Procedures Process Safety Information / Safety & Environmental Info. Mechanical Integrity Training Records & Documentation of Program Figure 1 – Procedure Mobile Additional JSA Requirements Process Safety Competency / Competence Conduct of Operations (CoO) Measurement and Metrics Contractors Emergency Planning and Response / Control Process Safety / Safety Culture Employee Participation / Plan Trade Secrets General Provisions Stop Work Authority Ultimate Work Authority Guidelines for Reporting Unsafe Working Conditions API RP 75 Integration Independent Auditor Management Review and Continuous Improvement Compliance to Standards Stakeholder Outreach Leadership in Management Commitment 10 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
Operational Sustainability makes operational excellence simple. Workforce Succeeding in today’s complex, highly-regulated industries depends on how well your company manages operational risk and enables operational discipline. Our world-class advisory services and our industry-leading cloud-based, highly configurable software work together to enable your company to achieve operational excellence. To implement OE 4.0 and sustain operational integrity, companies must balance production goals with reliability, safety, and human and environmental factors. We identify and help you solve any issues to move to a real-time, mobilized risk-aware culture. With an average of more than 30 years of industry Assets Operations Compliance Risk experience each, our advisors can design a solution tailored to your company’s culture and needs. Learn how Operational Sustainability can advise your workforce through our consulting services and support your journey to operational excellence through our OESuite software platform. See our full slate of free webinars, white papers, detailed module information, and scheduled workshops online at www.DrivingOE.com. DISCLAIMER This document is protected under the copyright laws of the United States and other countries. This proposal contains information that is proprietary and confidential to Operational Sustainability, LLC, and shall not be disclosed outside the recipient’s company or duplicated, used or disclosed in whole or in part by the recipient for any purpose other than to evaluate this proposal. Any other use or disclosure in whole or in part of this information without the express written permission of Operational Sustainability, LLC is prohibited. Operational Sustainability, LLC is a Delaware limited liability corporation. 11 of 11 HOME ❮ ❯ www.DrivingOE.com www.OESuite.com 713.355.2900 2022 Operational Sustainability, LLC. All rights reserved. REV 071122
The OESuite Process Safety interoperability model will move your focus from safety to comprehensive risk and reduce process safety incidents through the integration of several core modules, as shown in our Process Safety Framework. OESuite also offers an API 754 reporting engine and supports our Process Safety Health perspective.
process industries. These management systems can appear highly divergent, but as shown in Figure 1, there are many interrelationships. OS provides industry experts with an average of 30 years of experience in process safety that are not only technically competent, but also approach projects with these key interrelationships in mind.
Figure 1 - OS Asset Integrity Maturity Model OS's organizational change management and transformational aptitude are at the core of our capabilities. We aid and empower our clients to achieve the goal of bringing it all together. Given the myriad of new regulations, companies must manage change and leverage new technology to stay competitive.
on having a strategy to achieve Operational Excellence (OE) leading to top quartile performance. Operational Sustainability (OS) delivers world-class consulting services plus our industry-leading cloud-based, mobile-enabled software to enable your company to realize and achieve operational excellence, leading to OE 4.0. With an
Human Factors in Safety Job Safety Analysis Kitchen Safety Laboratory Ladder Safety Laser Safety Lead Lift Trucks Machinery & Equipment Miscellaneous Office Safety Paper Industry Personal Side of Safety Personal Protective Equipment Respirator Safety. Retail Safety Management Safety Talks Supervision Tools Trenching & Shoring
The first by the Center for Chemical Process Safety (CCPS) called Risk Based Process Safety Guidelines1 and the second by the Energy Institute (EI) called High Level Framework for Process Safety Management2. These are key references for comprehensive process safety management system requirements. This guidance document is not a complete process .
Safety indicators Safety-KPI's, risk parameters, Safety factors, etc. 1989: Center for Chemical Process Safety (CCPS), OSHA 1910.119 Process safety management of highly hazardous chemicals Tripod Condition Survey: Basic Risk Factors 2008: CCPS - Lagging and leading indicators 2010: CCPS - Guideline for Process Safety Metrics .
demands certain practices that are within the scope of process safety (see the Process Safety Management Regulatory Scan Report from CAPP). For oil and gas companies with operations such as refineries or upgrading, process safety management and engaging process safety experts in the design and operation of these plants is standard.
To better understand the events that led to the American Revolution, we will have to travel back in time to the years between 1754 and 1763, when the British fought against the French in a different war on North American soil. This war, known as the French and Indian War, was part of a larger struggle in other countries for power and wealth. In this conflict, the British fought the French for .
