GLOBAL ENERGY FORUM Building Records Compliance into an Operational Solution February 20, 2014 Houston, Texas Infusion unites insight, creativity, and technology to accelerate and transform business for leading companies around the world. Infusion. The Way Forward. Building Records Compliance into an Operational Solution Mary Jensen Global Manager, Records and Information BHP Billiton February 20, 2014 About BHP Billiton • A leading global resources company headquartered in Melbourne, Australia. • Global footprint – more than 100 locations in over 25 countries. • Focused on operating large, long-life upstream assets. • Primarily focused on Iron Ore, Petroleum, Copper, and Coal. • Workforce of more than 100,000. • Largest foreign investor in the US Shale. Shenzi, Gulf of Mexico Slide 4 A 650 Mboe/d Petroleum business comprised of high-quality Conventional and Shale assets Shale (42%) Eagle Ford Permian International (11%) UK Fayetteville Haynesville Shenzi Neptune Trinidad & Tobago Algeria Pakistan Australia (34% of FY13 production) Atlantis Mad Dog Gulf of Mexico (13%) Source: BHP Billiton analysis NW Shelf Pyrenees Bass Strait Macedon Stybarrow Minerva Slide 5 Records & Knowledge History 2008 • Standard Published • PET RIM Strategy 2009 • Establishes RIM Function • Develops RRDS 2010 • Applies retention to physical records 2011 • Manage global physical records 2012 • Establishes electronic record solution 2013 • Engage organization • Business Solutions Slide 6 Glossary Records Work In Progress (Information) Intent Characteristics Common Examples Managed by Records Controlled Documents Information created as part of doing your job Evidence of what the organization does Documents intended to mitigate organizational risk • Short term • Often personal or team documents • Convenience copies • May become a record when finalized • Snapshot in time • Not necessarily subject to formal review • Stored as proof of business activity • Generated from WIP documents • Defined Review Cycle & Approval Process • Published to Everyone • Always maintained as a record Notes Reference Documents Drafts Daily Reports Letters Purchase Orders Procedures Standards Specifications Business User Record Creator Doc Controller Slide 7 Key Business Drivers Compliance Operational Efficiency Knowledge Transfer Compliance • System takes burden of complexity in Retention “decisions” • Traceable & Auditable • User never selects retention Beyond Compliance “Do For, Not To” “Do For, Not To” Principals 1. Focus on the User’s Experience 2. Facilitate the Standard Vocabulary 3. Listen to what can make a Difference “Do For, Not To” Principals 1. Focus on User Experience 2. Facilitate the Standard Vocabulary 3. Listen to what can make a Difference 1. Focus on the User’s Experience Make it simple 1. Focus on the User’s Experience Easy to Find 1. Focus on the User’s Experience Measure and Monitor Add picture of Gomez “Do For, Not To” Principals 1. Focus on the User’s Experience 2. Facilitate the Standard Vocabulary 3. Listen to what can make a Difference 2. Facilitate the Standard Vocabulary Managed Taxonomy • Tailored to the users 2. Facilitate the Standard Vocabulary Single Source of Truth • Leveraging existing systems of record for data 2. Facilitate the Standard Vocabulary Minimize User Workload Add screenshot “Do For, Not To” Principals 1. Focus on the User’s Experience 2. Facilitate the Standard Vocabulary 3. Listen to what can make a Difference 3. Listen to what can make a Difference Make Users Happy Solve a Problem 3. Listen to what can make a Difference Collaboration & Aggregation Add screenshot 3. Listen to what can make a Difference Keep It Useful Classification | Migration “Do For, Not To” Principals 1. Focus on the User’s Experience 2. Facilitate the Standard Vocabulary 3. Listen to what can make a Difference Technology Behind RIMBA Operational Solutions Kyle to build a picture Key Business Drivers Compliance Operational Efficiency Knowledge Transfer Key Takeaway “Do For, Not To”