![Q u e s t i o n s ? Terry Saunders ( [email_address] ) for general product questions Gary Cooper ( [email_address] ) for Maximo Spatial questions (GIS) Jerry Miller ( [email_address] ) for Utilities T&D questions Ron Wallace ( [email_address] ) Utilities & EAM Marketing Dianne DePuy ( [email_address] ) Utilities Industry Leader Kim Woodbury ( [email_address] ) for commercial & product questions Don Fenhagen ( [email_address] ) for Spatial Implementation questions Let’s build a smarter planet](https://image.slidesharecdn.com/pulseanz2010maximoutilities-100805162835-phpapp01/85/IBM-Maximo-for-Utilities-36-320.jpg)
IBM Maximo for Utilities
- 1. IBM Maximo for Utilities Jerry Miller – Utilities Product Architect
- 2. Energy & Utilities Value Chain Notable Success Fossil/Hydro Generation – 45% North American Fossil Generation and 55% of North American Hydro Power Generation Investor Owned, Merchant, Municipal or Agency Nuclear Power – 12 Customers, 55 Units WW Presence. Extraction Field development Drilling operations Crude oil & gas Production Mining Coal Generation Distribution Retail Customer Commercial Customer Fossil Generation Hydro Generation Nuclear Power Wind Power High Voltage transmission Substations Mobile Inspection Work Management Operations Management Transmission Key Utility Sectors T&D Transmission and Distribution Substation Maintenance, Gas Transmission, Gas Distribution, Water and Waste Water 300+ Utilities Clients Growing market share in all sectors 17 of 30 Fortune 1000 Utility Companies 4. Convergence of OT & IT – IT systems are leveraging the utilities ability to stay competitive Top Reasons for Selecting Maximo for Utilities 1. Consolidation of asset management solutions – for Power Generation, Electric & Gas T&D, Facilities, Vehicles, & IT assets 2. Technology – J2EE Certified, Service Oriented Architecture (SOA) platform – standardization, scalability, usability, security 3. Capabilities – Feature rich solution for managing nuclear power & T&D assets 5. Leadership Position – In both the Gartner MQs and ARC EAM WW Outlook 6. People – Two dedicated development teams and client development partners for Nuclear and Transmission & Distribution
- 3. What we often see in the Utility industry Business Units operate within isolated Asset Management Silo systems On rigid architectures preventing upgrades to new releases/functionality Each with many “pop-up” apps built in Access or Excel and critical to supporting the business No Governance, e.g. back-ups, etc. Often built by users and duplicated by different users across the business Commonly used business processes are duplicated but isolated - e.g. Supply Chain, Work Mgmt Fossil Generation Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Pop-up Apps Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Action Tracking Pop-up Apps Nuclear Generation Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Service Desk Pop-up Apps Corporate Functions: IT Asset Mgmt Facilities Mgmt Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Warranty Mgmt Pop-up Apps Vehicle Maintenance Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Compatible Units Est Pop-up Apps Transmission & Distribution
- 4. Maximo Utility Industry Asset Management Single set of common business process tailored for unique requirements of each business Aligned with the business objectives and processes of each business Driving cross enterprise reporting, adoption of common best practices and cross business sharing of resources – labor, materials, etc. Single instance (or at least regional instance) of H/W, S/W and Database supporting the global enterprise On a modern Service Oriented Architecture (SOA) resulting in dramatic reduction in system cost and complexity Often very significant reduction in number of applications to support, including pop-up apps Vehicle Maintenance Fossil Generation Nuclear Generation Transmission & Distribution Corporate Functions: IT Asset Mgmt Facilities Mgmt User Interface Integration Business Process Business Logic Data Model
- 5. Trends in Transmission and Distribution Operations Meter Standard Grid Advanced Meter IUN & Network Automation and Analytics Planned Emergency & Unplanned Customer energy management More accurate billing Improved power forecasting Remote shut on/shut off Improved outage restoration New products and services Improved safety for line-workers Automated information about equipment status Responsive service New construction and planning Inventory and procurement integration Decreased capital cost Source: IBM Institute for Business Value (IBV) analysis Intelligent Utility Networks Traditional Distribution Infrastructure Characteristics 1985 1990 1995 2000 2005 2010 2015 2020
- 6. Maximo for Utilities MUWG – Maximo Utilities Working Group
- 7. A Comprehensive Approach to Industry Solutions Products Services Approach & Strategy Closed Loop Program Industry Thought Leaders Best Practices Advisory Councils Industry User Communities Development Partners Domain Expertise on Staff Architecting for Industry “Ecosystem” Specialized Support Staff Certified Personnel Specialized Tools & Accelerators Implementation Methodology Deep Domain Expertise We invest across the business to develop, deliver, and support a solution to help your business address challenges, manage risk, and seize opportunities.
- 8. Maximo for Utilities at a Glance ( 40+ Utilities Customers 100 + Spatial) Major Components: CU (Compatible Unit) Library and Estimating – Standards based estimating Crews – provide full support for crews (a collection of resources working together) Maximo Scheduler – CPM for Crews TD Adapter downloadable from OPAL- extensions to the MEA – Maximo Enterprise Adaptor (Integration Framework) Mobile Work Force Management Graphical Design Tool Fixed Assets Maximo Spatial Asset Management – GIS Integration to ESRI ArcGIS Server Added GIS Map Tab to Work Order, Asset, Location and Service Request Applications to Spatially enable these applications. Service Address Application supports Premise Geo-coding Goal was to make GIS look like a natural part of Maximo
- 9. IBM Maximo for Utilities Overview Supports work and asset management for transmission and distribution in water, gas and electric utilities. Helps increase asset and resources effectiveness by providing a platform to support all types of asset classes and all types of work in water, gas and electric utilities. Create detailed estimates with Compatible Unit Estimating (CUE) and a multilevel compatible unit library Manage crew type and crew makeup with enhanced crew management while tracking labor skills and certifications Integrated with fixed-asset accounting, mobile workforce management and graphical design tools based on SOA Includes Maximo Spatial to support map-based user interface built on ESRI ArcGIS technology. Integrated work and asset management functionality on a modern, J2EE standards based platform including supply chain management, contact management, and SLA.
- 10. Magic Quadrant for Enterprise Asset Management for Transmission and Distribution 16 September 2009 © Gartner, Inc. Kristian Steenstrup T&D D: G00170316 The Magic Quadrant is copyrighted September 2009 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM.
- 11. Maximo for Utilities Industry Solution Covers a large footprint with most distribution customers Project Mgt Mobile Data Supply Chain Supply Chain Work Management Asset Management Spatial Systems Real-Time Systems Repair Work Outage Management SCADA / EMS /DMS Network Events Trouble Calls Outage Status Back-Office Back-Office Resource Management Customer Service Work Data Historian Data Historian Data Historian Service Status Customer Service Service Work Follow-up Work Initiated Work Planned Work Scheduled Work Mgt. Data Mgt. Data CUs Unplanned Work Work Initiation Work Planning & Estimating Work Management & Tracking Work Reporting & Closing Work Scheduling Compatible Units (CUs) Mgt. Data Project Work Work Status Project Management Maintenance Rules Asset Investment Planning Routine Work Generation Asset Analysis Asset Analysis Asset Analysis Asset Records Management Investment Programs Asset Analytics Asset History Asset Condition As-Built Facilities and Field Data Inspection & Routine Maint. Actual Contractor Contract Management Materials Management Actual Materials Finance & Accounting GL Accounts Billing Requests Crew Composition Capacity Planning & Forecasting Work Forecast Crew Configuration Material Reservations Materials Management Procurement Material Status Purchase Requests Re-Order Requests Property Units HR Payroll Actual Labor Asset Value Time Entry Actual Labor Plant Accounting Finance & Accounting Actual Payments CUs Designs & As-Builts Existing Facilities Changed Facilities Graphic Design GIS Work to Design As-Designed Network Model Asset Attributes Customer Data Work Completion Details GIS Data Work Details Work Details Work Dispatch Work to Dispatch Work Status Field Recording Mobile Network
- 12. Data Historian Project Mgt Mobile Data Supply Chain Supply Chain Work Management Asset Management Spatial Systems Real-Time Systems Back-Office Back-Office Resource Management Customer Service Work Maximo Add-on Products, Partner Solutions, and the MIF can provide interoperability to the rest Repair Work Outage Management SCADA / EMS Network Events Trouble Calls Outage Status Service Status Customer Service Service Work Follow-up Work Initiated Work Planned Work Scheduled Work Mgt. Data Mgt. Data CUs Unplanned Work Work Initiation Work Planning & Estimating Work Management & Tracking Work Reporting & Closing Work Scheduling Compatible Units (CUs) Mgt. Data Project Work Work Status Project Management Maintenance Rules Asset Investment Planning Routine Work Generation Asset Analysis Asset Analysis Asset Analysis Asset Records Management Investment Programs Asset Analytics Asset History Asset Condition As-Built Facilities and Field Data Inspection & Routine Maint. Actual Contractor Contract Management Materials Management Actual Materials Finance & Accounting GL Accounts Billing Requests Crew Composition Capacity Planning & Forecasting Work Forecast Crew Configuration Material Reservations Materials Management Procurement Material Status Purchase Requests Re-Order Requests Property Units HR Payroll Actual Labor Asset Value Time Entry Actual Labor Plant Accounting Finance & Accounting Actual Payments CUs Designs & As-Builts Existing Facilities Changed Facilities Graphic Design GIS Work to Design As-Designed Network Model Asset Attributes Customer Data Work Completion Details GIS Data Work Details Work Details Work Dispatch Work to Dispatch Work Status Field Recording Mobile Network
- 13. Product Discussion Disclaimer – General Product Direction The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion
- 14. Release 7.1.1 Spatial 7.1.1.1 now available supporting ESRI 9.3.1 SP1
- 15. Maximo for Utilities -- Roadmap Released 6.3 Released 7.1 Services for CUE Multi-site Support GIS Spatial Release Map Tab for: Work Order, SRs, Assets and Locations Link GIS Feature to Maximo Entity Expose GIS Controls via MBOs Supports Point, Line, Polygons Non-Version & Version Editing Layer Filtering Supports ESRI ArcGIS Server 9.2 Port to Maximo 7 Specific Spatial Install Map Tips Graphic interaction On Map between Feature & Result Set Spatial SigOption Security Variable OH Cost For CU’s Associate CU’s to Task Type Supports ESRI ArcGIS Server 9.3 Maximo 6.2.3 Maximo 7.1.1.4 Release 7.1.2 Enhance CUE Perform Acceptance UI Improvements Scheduler for Crews Gantt View Service Address Supports Geo-Coding Auto Create, Auto Locate Work Orders & SRs Polygon Selection Sets with defined Actions Single Click Linking Highlight linked Assets and Locations GIS Synchronization Supports ESRI ArcGIS Server 9.3.1 Maximo 7.1.1.7 Release 7.1.1 Maximo 7.1.2 Work Order Pre-requisites Meter Asset Lifecycle Mgmt Bulk receipt Import meter data Meter Sampling Bulk Deploy Spatial Enhancements Own roadmap Future: Capital Work Planning and Forecasting, Dispatch and Routing Graphical Crew, WO Crediting & Unit Reporting September 2007 December 2008 eGA Dec 2009 eGA Q4 2010 All dates are estimates and specific content is subject to change.
- 16. Product Features for Utilities 7.1.1 CU Estimating Performance Improvements Improve ease of use Improve integration to graphical design tools Work Order, Service Requests, Locations Service Address Tab Scheduler for Crews CPM Calculation Visualize resource requirements Drag and drop updating of start and end dates Maximo for Utilities 7.1.1 Released December 18, 2009
- 17. Enhancement – Improve Performance What is it? The Actions for Perform Estimate and Perform Acceptance within CU Estimating were re-designed to improve the speed of these actions. The user will continue to select these choices from the Action Menu. Business Value Customer will be able to work effectively with larger estimates.
- 18. Enhancement – Improve Ease of Use Within CU Estimating the Estimate Request tab and the Stations tab were redesigned . Fields grouped more logically More use of non-persistent fields Reduce the need to manually create work set records Allow user to see all CU’s for an estimate version Field level help and error messages were updated for the most common support questions.
- 19. Enhancement – Improve Integration for Graphical Design Tools The graphical design tools currently on the market do not support Maximo’s concept of a Work Set. This release will reduce the need for the user to manually create work sets and Maximo will create new work sets automatically. By adding the logic to create work sets automatically, the integration with Graphical Design tools will be easier.
- 20. Service Address NEW - Service Address App Problem – need a common way to identify a physical locations Solution – added Service Address to all spatial enabled applications Service Address fields added to Assets, Locations, Work Orders and Service Requests Enables search by address in Maximo Advanced Search Address fields can be exposed on application form using App Designer
- 21. Enhancement – WO Track changes for Scheduler What is it? There are new scheduling fields on the WO Tracking application to display the critical path dates for the work order and the tasks. These fields are updated by the new Scheduler application. The work order can also be excluded from the Gantt view in the Scheduler application. Duration is calculated from the effort hours on the Plans tab.
- 22. Enhancement – Scheduler for Crews What is it? A new application that allows the user to define a project of work orders and the resource pool that will perform the work. The application displays the project as a Gantt view, calculates CPM dates, allows the user to update due dates with the goal of levelizing resources.
- 23. Enhancement – Scheduler for Crews
- 24. Enhancement – Scheduler for Crews Business Value Will assist the user in planning the work to be done in the next week, month or quarter. This process will identify when overtime or contractors must be used to meet the work load demands. By matching work load with all available resources in a graphical format a better schedule can be created. Work List – Displays all work orders and tasks that were defined for the project. Columns can be configured and dates can be manually updated. Gantt View – Displays task dependencies, allows task dependencies to be edited, calculates critical path, supports drag and drop due dates and commits new due dates to work orders.
- 25. Enhancement – Scheduler for Crews Resource View – Displays a list of resources that are required on the selected work orders. Can also view additional resource pools that are not included as required for list of work orders. Resource Demand – Displays the number of resources required and allows the user to compare resources required with resources available for the time period.
- 26. Product Features for Base Maximo 7.1.1.6 Base Maximo added new features in the 7.1 release which will now be supported by the Maximo for Utilities solution. Attribute searching for Classifications Compatible units can be searched by any attribute or attribute value within the CU Library. Use Cases A Gas Designer is looking for valve that fits a 4” cast iron main and uses the attribute search dialog to display all CU’s that are for use on 4” cast iron pipe. Business Value Will help Users quickly find the right CU within a large CU Library. Enhancement – Base Maximo 7.1.1.6 New features not directly related to the Maximo for Utilities solution Web Services Interactions ITM for Maximo (Monitoring) Cognos Report Integration
- 27. Maximo Spatial Asset Management @ Pulse 2010 Las Vegas USA
- 28. IBM Maximo Spatial Asset Management The core of the SAFE architecture software stack, spatially - enabled with ESRI ArcGIS ® IBM Maximo IBM Maximo ® ® with ESRI with ESRI ArcGIS ArcGIS ® ® Server Server for service management for service management Perform asset editing and work orders spatially.. Extensible – – e.g., workforce routing, geo - - spatial processing.. GIS GIS digital infrastructure data is the System of Record GIS
- 29. Maximo Spatial - Features and Benefits More Accurately define work locations When a new service request is created, either manually or through a call center, having access to a map of the region to determine the location of the problem leads to a more efficient resolution. Plan and schedule work by area Query a map by Address Optimize technicians travel time Advanced analytics Ability to look at a number of open work orders and create a project or work package using a map view. Query work order by status, work type or craft requirements to find related work. When trying to locate an asset or work order users can query the map by a specific address. By having a work orders location accurately specified, there is less time spent on travel trying to find the correct address or location, and less time traveling between work locations inefficiently. Ability to overlay information on a map like traffic or weather information, asset failure history or population to prioritize work, schedule outages or plan future maintenance projects.
- 30. Demonstration of Maximo for Utilities 7.1.2 – Beta – Revenue Meter Lifecycle Asset Management
- 31. Meter Assets Application Supports meters as an asset record
- 32. Test Results Tab Create WO Supports test results Able to import an XML or text file from a third party testing application Work order creation is needed for replacing or retiring a meter
- 33. Define Meter Templates Templates determine the number of meters that will be sampled depending on the population size. Both linear and non linear sampling templates can be defined.
- 34. Define Meter Sampling Groups Homogeneous groups of meters that will be sampled according to the assigned sampling template. Supports the ability to define a sampling group by a SQL statement. Supports the ability to update the sampling group field for all asset records that match the SQL statement. Supports recalculating the population of assets assigned to a meter sampling group. Supports online or in background processing.
- 35. Generate Meter Sampling WO This dialog displays the last sampling batch details for reference. This dialog allows user to define the work order details for the sampling work orders that will be created. A cron job will create the work orders in the background after the user selects the Generate WO button.
- 36. Q u e s t i o n s ? Terry Saunders ( [email_address] ) for general product questions Gary Cooper ( [email_address] ) for Maximo Spatial questions (GIS) Jerry Miller ( [email_address] ) for Utilities T&D questions Ron Wallace ( [email_address] ) Utilities & EAM Marketing Dianne DePuy ( [email_address] ) Utilities Industry Leader Kim Woodbury ( [email_address] ) for commercial & product questions Don Fenhagen ( [email_address] ) for Spatial Implementation questions Let’s build a smarter planet
- 37. Questions and Discussion? Backup Slide Details
- 38. Maximo for Utilities CU Library Details Provide Designers and Engineers with a standards-based means to estimate labor, materials, services and tools to complete construction work. Capture costs of doing that work and the proper accounting. Filter concept supports the variables associated with site conditions. Supports 10 levels of parent child relationships. Recommended best practice is to align the top level CU’s with the organizations construction standards. There can be one to many relationships among CUs Each CU is version controlled and only one version can be active at a time
- 39. Maximo for Utilities CU Library Sample Hierarchy
- 40. Maximo for Utilities CU Library Business Process Create New CU at PENDING Update Control Flags Add Details Add CU Classifications Test and Verify CU Change Status to ACTIVE
- 41. Maximo for Utilities CU Estimate Sample Hierarchy
- 42. Maximo for Utilities CU Estimate Business Process Create Master Work Order Work Order Tracking Identify Est Requirements Perform Site Assessment Create Sketch/Design Manual Process Next Page Apply WO Plan to Master WO Accept Estimate Generate Estimate Enter Work Required Enter Station / Design Points Apply CU Parameters Apply CU’s Estimate Request
- 43. Maximo for Utilities CU Estimate Process Cont. Work Order Tracking Estimate Request Variance NO YES Prior Page Close Work Compare To Estimate Report Actuals Approve & Execute WOs Create As Built Estimate
- 44. CU Estimating – Tasks by Type Assignment Manager The Task Types are logical groupings for the way the work is going to be performed which is different from the way it is estimated. Task Type was added to the Advanced Search Screen and is displayed in the detail section of the work list.
- 45. CU Estimating – Multi Site Support for Multi-site Allow estimates to reserve materials from storerooms in another site (all changes for this application are shown below). This storeroom and site will be transferred to the target work order during Perform Acceptance.
- 46. CU Estimating – Variable Overheads Added Variable Overheads Allows more out of the box configuration of overheads Record 9 is an overhead that will be applied when the user selects overhead type = commercial within the CU Estimating application. If the Overhead Type field is null on this screen, the overhead will be applied to all CU Estimates. Business Value – Can be used to change the overhead cost calculation for each Work Group.
- 47. CU Estimating – CU Services Added CU Services Supports Maximo’s standard services on CU’s for costs such as police details, tree trimming and road repairs after trenching
- 48. Maximo for Utilities Crew Applications Planning/Crew Type Define the basic crew template in terms of craft, qualifications and tools. Resources/Crew Management Create actual crew record using Crew Type as a basis. Assign labor and tools to the Crew Work Order/WO Tracking (T&D) & Planning/Job Plans (T&D) Extended base solution to support Work Groups, Crew Types and Crews. Work Order/Assignment Manager (T&D) Extended base solution to support assigning Crews to work orders and to filter by Work Group Labor Reporting (T&D) and Quick Reporting (T&D) Extended base solution to support entering time by crew. This will create the labor and tool transactions for the resources assigned to that crew for the work date.
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