CRM Software, Services, and Solutions

Our Year-End Letter to Control Room Personnel: CRM Software, Services, and Solutions

To our customers, colleagues, and friends:

As 2022 comes to a close, we look back with gratitude at a year that proved to be worth celebrating. Throughout the year, we were pleased to be able to see so many of you in person at various industry events, committee meetings, and customer site visits. We were encouraged to share with you our vision for impacting our industry through education, Natural Compliance, and increased operational effectiveness. We were also hard at work building partnerships, continuously improving our software, and sharing all we have learned in supporting our customers. For these reasons and many more, we look forward to 2023 with renewed vigor. 

In this vein, and in the spirit of the holidays, we thought it would be fruitful to share some of our favorite events and highlights with you. Thanks again to all of our clients whose trust and confidence in our abilities have brought us to another great year for EnerSys.

-The EnerSys Team

EnerSys Joins AVEVA Partner Network

EnerSys joined the AVEVA Partner Network as a Registered System Integrator in early 2022 with the POEMS® Control Room Management Suite (CRM Suite). This partnership with AVEVA, a leading provider of industrial software products, supports the control room needs of customers that use AVEVA SCADA products. The integration enables customers to securely capture and share data across the control room. 

The EnerSys CRM Suite also aims to break down silos in pipeline control rooms to improve communication, clarity of roles and responsibilities, and achieve Natural Compliance.

“Through our partnership with AVEVA, EnerSys has developed a POEMS® CRM Suite interface to AVEVA Enterprise SCADA (formerly OASyS DNA), streamlining how existing AVEVA Enterprise SCADA customers access the capabilities of the CRM Suite,” Russel Treat, President of EnerSys, said.

Learn More

Services & Support for Control Room Management

EnerSys offers additional services and support around your CRM Program to enhance compliance, including CRM Program training for key personnel, transitioning operators to their CRM Compliance Facilitator Program, and CRM audit support services. In 2022 we helped clients along their path to Natural Compliance using our service and support offerings. As we move into the new year, we’ll continue strengthening these services and rolling them out to more Operations looking to enhance their compliance efforts.

Program Development

EnerSys can provide support by developing a Control Room Management program that fits your budget, existing control room safety program, and current compliance posture. Through our support, we develop the appropriate timeline for implementation that will most effectively provide value given your current control room resources.

Learn More About Our Control Room Development Workflow

EnerSys can support your operation by updating the Control Room Management Plan (CRMP) to ensure that the CRMP satisfies the following objectives:

  • Aligns with applicable regulations.
  • Covers the level of detail expected by PHMSA.
  • Accounts for your operation’s current assets and facilities.

Our CRM subject matter experts will verify that your CRMP addresses all PHMSA regulations and best practices that are specific to your operation. This becomes the framework for continuous improvement moving forward.

Compliance Support (Ongoing)

Our CRM Compliance Support program ensures that future gaps do not arise. The program assists in the following ways:

  • Mitigate future CRMP gaps and general CRM gaps.
  • Continue to equip the control room team with knowledge and skills to develop CRM ownership and expertise.
  • Drive toward successful implementation of a thorough and compliant CRM program.
  • Walk through all required monthly and annual activity outlined in the PHMSA CRM Rule. 

Our Compliance Support service is designed to ensure that your control room is always audit-ready without placing an undue burden on the control room staff. The team at EnerSys will work with your team to facilitate ongoing compliance and instill a culture of discipline around the completion of monthly and annual requirements.

Audit Support

In 2022, many of our clients took advantage of our Audit Support Services, where we helped them refine processes, and ultimately gain confidence in their ability to satisfy PHMSA requirements. We have been able to help operations take ownership of their CRM program and be prepared for successful Control Room inspections in the future.

We will continue to expand and enhance these offerings into 2023, and we look forward to supporting organizations as they implement and execute their CRMP.

Control Room Audit Support

PHMSA Enforcement Actions Series: EnerSys Blog

Throughout the year, we posted a series of blog entries dedicated to covering PHMSA Enforcement Action findings and potential solutions. This in-depth analysis of findings serves as a guide for many operations in the industry as they prepare for 2023. 

For 2023, we plan to continue the PHMSA Enforcement Actions Series. Starting in January, we’ll review findings from the first half of 2022, and offer solutions to help guide readers on their journey to Natural Compliance. 

POEMS 3.3.3

Another milestone in 2022 was our most-recent major update to our POEMS software lineup (version 3.3.3). This update included a number of user experience and functionality enhancements. Our new software features were introduced to continue simplifying the complexity of the control room, and have been well-received by our users.

It’s important to stay up-to-date for access to the latest in functionality and operational improvements. Here’s a quick look at some of the highlights in the POEMS 3.3.3 Update:

The latest update includes the following enhancements:

  • New Dashboard for Control Room Manager to improve situational awareness, task execution, and controller support.
  • Updated Controller Dashboard to improve situational awareness and screen real estate usage.
  • Greater alarming functionality that supports monthly alarm reviews.
  • Various bug fixes and performance improvements.
  • Improved tracking of deviations and the associated rationale.
  • Enhanced detection of Hours of Service (HOS) deviations.
  • HOS Deviations can now be assessed and marked as false (due to things like user error or system outages).
  • Simplified addition and mapping of new assets from Enhanced AoO Admin functionality.
  • Created Shift Handover Subcategories for inhibited, off scan, false, or forced value alarms to support monthly alarm reviews (CRM requirement).
  • Integration with Muddy Boots

Pipeliners Podcast Guest Appearances

PHMSA 2021 CRM Enforcement Actions and Team Training

Ross Adams joined The Pipeliners Podcast to discuss the 2021 PHMSA Enforcement Actions pertaining to the pipeline control room and how operators can address team training requirements in the PHMSA CRM Rule.

He also covered the lessons learned for control room managers and other control room personnel from the PHMSA Enforcement Actions, some of the key findings that led to proposed fines, how operators can advance team training to satisfy the CRM Rule, and other key Control Room Management topics.

Listen to the Episode Now

Streamlining Compliance and Safety Program Management

Mallory Gill, Sr. Regulatory Analyst, joined the Pipeliners Podcast to discuss program management and its common challenges, what ComplyMgr is, its benefits, and where the industry is headed as far as control room auditing.

She also talked about the challenging aspects of fitting into compliance, why it is important to be careful when doing PHMSA inspection protocol research, and how there is always a way to simplify and streamline a process.

Listen to the Episode

Looking Ahead to 2023

User-Group Meeting

EnerSys, along with GCI and P.I. Confluence, will host its first User-Group Meeting in Houston this Fall. We’re presenting this opportunity to our user base as a chance to meet face-to-face with our team and provide your input on our products and solutions. This meeting will also give us an opportunity to provide a roadmap for future updates and plan more exciting features in the future.