One System Interface. One Source of Truth. One Unified ...

One System Interface.

One Source of Truth.

One Unified Outcome.

It sounds too simple, but with OESuite® from Operational Sustainability® it is possible. OESuite is a proven web-based enterprise software platform delivered in the cloud or on-premises built to help organizations achieve Operational Excellence (OE).

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Interoperable.

User-friendly.

Comprehensive. How?

With more than 40 modules and mobile applications that can be combined to address all areas of workforce, assets, operations, compliance, and risk, you can start anywhere and take advantage of our frameworks to transform your organization in phases.

Built on the premise of Intelligent Operations, all OESuite modules and mobile applications focus on delivering insight at the speed of data.

What does that mean for your organization?

• Enhanced compliance assurance • Comprehensive operational risk management• Improved asset performance• More resilient supply chain• Production efficiency and optimization• Greater operational discipline• Implementing a connected workforce• Improved workforce competency• Continuous improvement• Operational excellence

OESuite® Overview

©2022 Operational Sustainability, LLC. All rights reserved. REV 010522

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www.DrivingOE.com www.OESuite.com 713.355.2900

Mission Critical Information.

Anytime.

Anywhere.

ConnectedWorkforce

CapitalProjects

AssetManagement

EFFICIENCY &EFFECTIVENESS

SMARTERINVESTMENTS

PERFORMANCE

RISK MANAGEMENT

IntelligentOperations

Production /Quality

SupplyChain

Engineering

PSM EH&S

Intelligent Operations is a bold new approach to achieve Operational Excellence (OpEx) from an OE 4.0 perspective. OESuite® is a comprehensive platform for achieving OE 4.0 through the

Intelligent Operations approach.

https://DrivingOE.com

https://drivingoe.com/solutions/oesuite/

OESuite® Overview


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OE View synthesizes valuable asset data sources into actionable intelligence for asset repair or replacement through a clear dashboard – putting you in the cockpit for reliable operations. Real-time data from your sensors, historians, operator rounds, work orders, and inspection reports will give you a comprehensive view of asset performance in a highly visual dashboard. OE Views are a function of all the OESuite modules and provide specific views into your most important integrated systems.

Performance Management

Intelligent Operations delivers the right information, to the right person, at the point of work. Operational Performance Management (OPM) transcends all departmental boundaries and unifies existing organizational and facility management strategies to establish organizational resiliency. Without it, poor resiliency can lead to potential major business impacts under adverse conditions.

OPM provides a new understanding of the world including expanding the context and the strategic value of managing risk – and ties that understanding to financial outcomes.

Reporting

OESuite’s reporting and analytics tools give you real-time insights into your performance. We offer custom portals, module centric dashboards, out-of-the box reports, ad hoc reporting, drag-and-drop dashboard creation, pivot tables, charts, search and filter functions, and KPIs. Through OESuite, automatically or manually trigger an escalation and/or a notification at any step in the workflow. OESuite connects to third-party analytics tools including Tableau® and Microsoft PowerBI for powerful business intelligence solutions.

Figure 1 – OESuite® OE Views

Figure 2 – OESuite® OE Views



OESuite® Overview


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Interoperability

The unique interoperability of the OESuite modules ensures that data from multiple and sometimes divergent sources are harnessed in new and innovative ways. All of the action items, tasks, and scheduling roll up to a single system with a compliance calendar, dashboards, and email escalations to ensure that things are proactively addressed.

Visualization

Integration and Interoperability are necessary to drive efficient and effective execution and provide intuitive visual navigation to current operations. The Visual Operations function allows users to see things from a plot plan, Process Flow Diagram, or P&ID layer. Users can point and drill into information or to enact simple functions like issue work permits, triggering work notifications, or inspections.

Operator Logs /Shift Handover

Work Request /Work Order

Work Permits

Parts Inventory

Management ofChange (MOC)

OperatorRounds

Procedure

Task /Compliance

PSI /Document

Tag / Event /IOW

Historian

PurchaseOrder

Corrective Action(CAPA)

Incident

Asset HealthAsset StrategyAPM 4.0

Failure Modes LibraryAPM 4.0

Digital Twins

EAM System

EHS System

ERP

MobilityPlatform

AssetCondition

NeedChange

Need Non-Work OrderCorrective

Action

NeedRepair P.O. Request

Execution of Task /Monitoring

Reference Document

Monitoring

OESuite®

SAP®, OSIsoft® PI

Real-TimeData Events

MobileProcedure

Findings

Data Collection

Over the Limit

3D Engineering /Content Management

Best PracticeProcesses & Procedures

Content Management

Process Historian

Figure 3 – OESuite® - One system drives execution

Figure 4 – OESuite® Work Permitting in Visual Operations



OESuite® Overview


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The OESuite® Mobile Applications enable your workforce to collaborate in real-time, generating and accessing information at the point of work in the field. And when your workforce is offline, our offline mode lets them work remotely with uninterrupted access to critical data. When they next connect to the network, data automatically syncs, keeping everyone in the loop even when they are physically far apart. Our enterprise mobile management platform has all the features you need from field data gathering, work management, operator rounds, visual inspections, accessing and executing procedures in the field, to enabling lockout-tagout (LOTO) all from a device in the field.

Integration

OESuite has a set of pre-built connectors to enable integration with key plant systems by leveraging our powerful Application Programming Interface (API). The outcome is single or bi-directional, real-time, and asynchronous communication to and from OESuite.

OESuite can integrate data from multiple systems including SAP®, IBM® Maximo®, OpenText™ Documentum™, OSIsoft® PI, Aspen InfoPlus.21®, and JD Edwards by Oracle® with the real or near real-time data generated by your people and your assets into a single pane of glass.

IncidentTracking

Equipment Attributesand Hierarchy

People

Materials

Work OrdersLaboratoryAnalysis

Incidents

Volumes

OperatingInformation

MaintenancePlanning

Equity Sharing

ProcessHistorian

MM

WorkPermitting /

LOTO

LIMS

ERP HR

ProductionAccounting

Scheduling

OE 4.0

WorkPacks

Figure 6 – Typical integration consideration of OE 4.0

Figure 5 – OESuite® Operator Rounds



OESuite® Overview


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Figure 7 – OESuite® Operations Portal

Where Do You Want to Begin?Our modules, mobile applications, module features, and core functions are organized into interoperable frameworks that address key areas of operations. Take advantage of our library of content including asset tags, preconfigured templates, policies, procedures and more. Because all of our modules are designed to work together seamlessly and with a single user interface, you can begin in any key area and build your Operational Excellence 4.0 platform out without complicated integrations or the pain of adding a new system.

Flexible Configuration

Our architecture is highly configurable to fit your culture. You can choose from our library of pre-built work processes or create your own unique workflow. If you start with one of our templates, you can drag and drop fields to tailor work process on the fly. Our low / no-code environment enables you to drive process excellence across your organization to orchestrate how and when work gets done. Build a form once and reuse them across any application.



OESuite® Overview


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OESuite® Modules andApplications by Framework

Air Emissions

Alarm / IOW Management

Asset Analysis

Asset Health

Asset Strategy Management

Audit Management + Mobile

CAPA / Action Item Management

Competency Management

Condition Assessment + Mobile

Document Management

Enterprise Risk Management

Incident / Event Management + Mobile

Inspection Management + Mobile

Inventory Management

Management of Change + Mobile

Operator Logs

Operator Rounds + Mobile

Organizational / Personnel Change

Performance Management

Pre-Startup Safety Review + Mobile

Procedure Mgmt / Work Instructions + Mobile

Process Risk / Risk Assessment

Reliability

Relief Device Management

Risk-Based Inspection

Safety Data Sheet + Mobile

Safety Instrumented Systems + Mobile

Spares Optimization

Task / Compliance Management

Training Management / LMS + Mobile

Waste Management + Mobile

Water / Wastewater Management

Work Management / CMMS + Mobile

Work Permitting + Mobile

PSIFramework

EAM / APMFramework

CAPEXFramework

WorkforceFramework

Ops & Prod.Framework

Compliance / RiskFramework

Process SafetyFramework

MIFramework

CultureFramework

This quick reference guide shows all of the OESuite modules, notes those that have an associated mobile application, and shows which frameworks that module is a part of.

For more information on each framework, visit OESuite.com.



https://drivingoe.com/products-services/oesuite/

OESuite® Overview


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AssetCriticalityAnalysis

Asset Analysis

Chemical /WarehouseInventory

InventoryManagement

Major Accident Hazards

(MAH)

Safety & EnvironmentalCritical Elements

Organogram,Succession

Planning

Organizational /Personnel Change

Dust HazardAnalysis,

PSMBoundary

Process Risk /Risk Assessment

HAZOP /LOPA / PHA


IPLLifecycle,Scheduler

Work Permitting

FMEA,RCM

Reliability

LifecycleCost,

CCD / IOWAnalysis

Asset Analysis

Collaboration

Project Planning& Collaboration

CBM / PdM,Work History

Work Management / CMMS

FailureElimination /Bad Actors

Asset Analysis,Performance Management, Production Loss Analysis,

Work Management / CMMS,Incident Management

GHG,Offset &

AllowanceTrading

Air Emissions

Deferral &Deviation

Management

CAPA / Action ItemManagement

Review /Manage

Recommend-ations

CAPA / Action ItemManagement

SafeOperating

Limits

Alarm / IOWManagement

RCA,Consequence of Deviation

Task / Compliance Mgmt,Incident Management

Scheduler

Operator Rounds

Scheduler,NDE Data

InspectionManagement

CompetencyAssessment,Interventions

CompetencyManagement

Non-conformances /

ProductQuality

Incident / EventManagement

Job RoleMaps

CompetencyManagement

SIF,IPL Lifecycle,Proof Testing,

SRS Design

Safety InstrumentedSystems

Visual /Thickness

Measurements

InspectionManagement

What If,JSA,

HAZID,FMECA


SCORM /AICC

TrainingManagement / LMS

SkillsMatrix /

Curriculum

TrainingManagement / LMS

Calibration

Inspection Management

AlarmRational-

ization

Alarm / IOWManagement

ProductionOperating

Plan

Operator Logs

ShiftHandover

Operator Logs

These features are part of the OESuite® Modules listed below each green feature icon. For example, Asset Criticality Analysis is a feature available through the Asset Analysis Module.



OESuite® Overview


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These are the core functions in all OESuite® Modules:

Asset Registry /Navigation

Ad Hoc Reporting Calculation EngineBow Tie /Swiss Cheese Analysis

Archiving Audit Trail

My Obligations /Calendar

PortalPlanning /Scheduling

ObligationReassignment

OE ViewMy Subscriptions

CoordinationCompliance

Data Export / Import

ConfigurableNotificationsConfigurableNotifications

Document Links / Attachments

Damage Mechanisms Form Builder

Risk Registry Robust SearchRisk RankingRACI Chart Redlining Report Builder

Integration / Connectors

MobilityKPI Manager Module and Hierarchy Specific Security

Material LibraryMulti-Lingual /International Formatting

Standard ReportingSingle Sign On(SSO)

Workflow (Initiate, Approval, Execution, etc.)

Visual OperationsVerificationTags



OESuite® Overview


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Return on Investment

While some of the short-term opportunities in OE focus on value protection, many of the more strategic opportunities require an interoperable model that enables value extraction. Value extraction focuses on gaining efficiency, applying resources for maximum impact, and optimizing production. In the end, OE drives predictable production with the focus on meeting customer and project commitments.

5-25%ProductionThroughput

5-25%Material

Costs

5-10%Equipment Availability

3-5%Asset

Utilization

1-5%Asset

Downtime

10-15%Maintenance Productivity

15-30%Total

Maintenance Costs

5-15%Energy Run

Costs

15-20%Inventory

20-30%Repair / Fix

Cycles

15-20%Asset

Lifecycle /Age

Data Acquisition

Data Analysis

Prescriptive Insights

How big is thepotential gain?

$3 to $4TRILLION dollars

in the processindustries

Typical ROI Improvement

(Sources: Accenture Industry Research, 2019 – IDC Worldwide Semiannual Digital Transformation Spending Guide, H12018)



11490 Westheimer | Suite 280 | Houston, TX 77077 | [email protected]


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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.

SAP®, IBM® Maximo®, OpenText™ Documentum™, OSIsoft® PI, Aspen InfoPlus.21®, and JD Edwards by Oracle® are trademarks of their respective owners and are presented under fair use of trademarks to identify specific integrations with OESuite® software.

Workforce Assets Operations Compliance Risk

Operational Sustainability® makes operational excellence simple.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 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.

Schedule your free consultation and demo today.

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