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Representative engagement Chemical · RCM + RBI (integrated)

Rationalising maintenance and inspection together

Reliability engineering applies RCM to rotating equipment. Integrity applies RBI to static equipment. The two teams meet at the budget meeting. The plant, meanwhile, does not experience them separately.

8 days
Two modules
Integrated
One cohort
One
Risk framework
Sector
Petrochemical
Asset class
Rotating + static, by unit
Programme
RCM + RBI, integrated
Format
Single cohort, both teams
Standards
SAE JA1011 · API 580 · ISO 31000 · ISO 55001

The situation we are usually called into

Splitting maintenance strategy from inspection strategy is conventional and quietly expensive. The same critical unit carries a maintenance plan derived from failure-mode analysis and an inspection plan derived from damage-mechanism analysis — developed on different timescales, with different risk thresholds, executed in different shutdown windows.

Neither team can see the other’s risk picture. Equipment is opened twice. Intervals are set conservatively on both sides, because conservatism is the rational choice when you cannot see the other half of the risk. Most consequentially, the two teams use different definitions of intolerable risk — so comparability across the plant is impossible, and the aggregate risk position cannot be stated to leadership at all.

What the benchmarks say
  • Shutdown and turnaround scope is one of the largest controllable cost lines in a process plant; duplication inside it is rarely measured.
  • Shutdown and outage optimisation is associated with planned-downtime cost reductions of 15–30%.
  • ISO 55001 asset-management objectives and ISO 31000 risk management both assume a single organisational risk framework — not one per department.
Sources: McKinsey shutdown-optimisation research; ISO 55001; ISO 31000; API 580.

The real problem: two risk registers

The largest single saving in most combined programmes is not from extending intervals. It is from not opening the same equipment twice — and that saving is invisible to either team working alone.

“Cost falls because duplication and unjustified conservatism are removed, not because more risk is accepted. That distinction is the whole point, and it is defensible line by line.”

How we run the programme

Agree one risk framework first

Before any analysis, the plant’s own definition of tolerable and intolerable risk is agreed and applied to both methodologies — aligned with ISO 31000 and the plant’s ISO 55001 objectives. Every subsequent output is comparable.

Analyse to one asset boundary

Rotating, instrumented and static equipment in a unit assessed as a system, so a protective device, a pump and a vessel are judged against the same consequence categories.

Apply RCM where failure modes drive risk

With explicit separation of hidden and evident failures — and failure-finding intervals derived for the protective functions the RBI work quietly assumed were available.

Apply RBI where damage mechanisms drive risk

Corrosion circuits, credible mechanisms, inspection effectiveness — evergreened as findings arrive.

Produce one intervention plan

Maintenance and inspection tasks scheduled against a single shutdown strategy, so equipment opened once serves both purposes.

What makes it survive the next budget cycle

One risk register
A single set of thresholds. The aggregate risk position can finally be stated to leadership on one basis.
One owner, two programmes
A joint review with authority to change both the maintenance plan and the inspection plan.
Duplication removed, not risk
Every reduction traceable to an eliminated duplication or a retired conservatism, with a documented basis.

What the client is left with

Lower maintenance and inspection cost, maintained safety and integrity margins — and, for the first time, the ability to substantiate that claim, because the plant can state its aggregate risk position as one analysis rather than two incomparable studies.

Programme
Rationalising maintenance and inspection together at a petrochemical complex
View programme