Maximo Scheduler 751 Workshop Pedro Solfa Sep 2012

© 2012 IBM Corporation1

IBM Maximo Asset Management Scheduler 7.5.1

Release Date: July 27, 2012

Pedro Solfa Spadacini - Test Software Engineer

IBM Software Group, Tivoli

Phone: +55-11-2927-1229

E-mail: [email protected]


Agenda

� What Makes Up Scheduler 7.5.1

� Scheduler – Revised Approach to Work Management

� Introduction to Maximo Scheduler

� The Planner & Scheduler

� Graphical Assignment

� Field Work Management the Dispatcher

� Project Summary

� Customer Interaction

� Work Management

� Scheduler -Relevant Roles

� Time Phased Functional Utilization

� Dispatcher Use Cases

� Field Technician Use Cases

� Conclusion

� Questions


What Makes Up Scheduler 7.5.1

Investing in the natural evolution of our current products in a direction desired by

our customers

Enhancements to Scheduler

– Graphical Assignment/Dispatching

– Provision of standard Work Order actions

– Additional Resources

• Assets/Locations

• Labor

• Tools

• Materials

– Schedule Compliance

Enhancements to Maximo

– Service Addresses

– Public Map UI Control

– Crews

Maximo Everyplace role based templates

All included as Maximo Scheduler 7.5.1


Scheduler – Revised Approach to Work Management

� It is a means for labor assignments to be made

� It is a Dispatching application where the location of Crews and Labor, and the progress of work can all be monitored

� It is Maximo Everyplace templates designed to make the job of the field technician all that much easier

Not just a Planning & Scheduling Tool !


Maximo Scheduler 7.5.1 - Introduction

� Extends work management in Maximo satisfying the needs of Planners, Schedulers, Dispatchers and Mobile Field Technicians.

� Target market: Utilities, oil & gas, municipal governments or any customers requiring EAM with work management tools.

� Key differentiator: No integration with third party products. EAM, Planning and Scheduling integrated in just one solution, reducing time to value.

� Efficient work scheduling and execution based on: availability of asset, tools, materials and graphical assignment.

Template version: SWG IPD V5.5.1 (Jul 2010)

SWG CPA DCP Template

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Maximo

Maximo Scheduler

Installed when Maximo 7.5 is installed

• Enabled by the Scheduler license key• Pre-req of 7.5.0.3 fix pack

What is Maximo Scheduler?

Scheduler is anadd-on product to Maximo



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The Planner & SchedulerThe Planner & Scheduler



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Schedule Compliance

The ability to show Target, Scheduled and Actual Dates on the Gantt chart

� Allows Planners & Schedulers to get a view of how work is progressing, and the affect of the

progress on related work



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Asset & Location Availability



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Material AvailabilityOther Resource Availability tab shows:

� Maintenance/Operational/Calendar availability of Asset and Location

� Material Availability for planned materials

� Shows required quantity vs available quantity

� Green bar shows materials are available, red bar shows materials are unavailable

� Planners & Schedulers know when not to schedule work based on material availability



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Additional Actions Work Order Actions

– Allow status changes on multiple

work orders/tasks

Additional Toolbar Buttons

– Zoom to Week

– Go To Day

– Constrain horizontal scrolling to the

date range containing work

– Filter resources based on selected

work orders

– Show/Hide Compliance

– Full Screen



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Schedule Cost Tab

Calculate costs within schedule by week, month and year

� Illustrate Committed and Saved Estimated Labor, Materials, Services and Tools, as well

as Actual Labor, Materials, Service and Tools

� Allows budget adherence



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Graphical AssignmentGraphical Assignment



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Graphical AssignmentNew application aimed at the process of assigning work to people

– Similar UI to Scheduler Gantt view for consistency

– Helps the Planner & Scheduler see non work time for a resource, as well as assignments made by other Foremen

beyond the bounds of their schedule… eliminates duplicate labor assignments



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Making an AssignmentAllows the Foreman to:

� Split Work According to Shifts, might be used if extending duration of the assignment across an

end of shift

� Split Work, once split can drag second assignment to add a time gap

� Split Work into Three Records, creates two additional assignments

� Create Assignment

� Delete Assignment



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Field Work ManagementField Work ManagementThe DispatcherThe Dispatcher



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Scheduler Features for Field Work Management



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Dispatch View

� Dispatcher views the map with applicable Crew or Resource routes as defined by assignments.

Calendar View Map View



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Map Overview� New Map Control

– Configurable

– Everyplace enabled

� Map Providers

– Google Maps

– Bing Maps

– ESRI with Maximo Spatial

� Map tools

– Unassigned WOs

– Nearby labors and crews

– Layer/symbology selection

� Geolocation

– Labor / Crew tracking

Route

Work Order

Crew

Maptip

Actions



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Labor & Crew Geo-location Tracking

� Browser geo-location API tracks the user

� based on Crew or Labor “Location Refresh” field

� data stored in LBSLOCATION table

� OOTB user is only tracked when in one of the Scheduler

Everyplace applications.

Red last update accuracy is over the limit

Yellow last update outside 60 mins

Blue when last update was within 60 mins

Configurable on these system properties:

mxe.lbs.lastupdate.tolerance

mxe.lbs.maximumAccuracy



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The Mobile Field TechnicianThe Mobile Field Technician



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Field Technician Application

Field Technician’s Work Order Route



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Field Technician Application – My Work

Field Technician’s Street Level Route

Field Technician’s Material Requirements

Field Technician’s Tool Requirements



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Field Technician Application – Details

Toolbar Actions:• Query Tools• New / Follow-up Work Order• Status Change• Stop / Start Timers• Attach Documents

View work order details



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Field Technician Application – ResultsLabor, Materials,

Tools, Failure Reporting and Work

Log results.


Project Summary

Customer Interaction with product validation

11 customers, 5 Business Partners, ISST & GBS, Sprint demos, Business Partner Meetings, User Group Conferences, Hosted and on-site Beta program.

Revenue: Projected $4M in incremental Scheduler revenue over next 5 years, plus significant Maximo drag revenue.

Pricing: Increase from $1060 to $1590 per authorized user.

Competitive Posture

4 gaps addressed; on par or leading in all Scheduler areas except Appointment Booking and CRM integration (strategically not planning to address).

What was delivered

Map ControlService AddressesCrewsMobile applications with mapping and work details (w/ Maximo Everyplace)

Graphical AssignmentSchedule ComplianceDispatchingAsset, Location AvailabilityWork order actions in Scheduler

Gaps addressed

� Map Control - GIS

� Graphical Assignment

� Viewing of work, route, directions, by planner, foreman, field technician

� Schedule and resource optimization

Focus on product usability


Customers

Customer Demand

Maximo customers have requested advanced planning & scheduling tools to eliminate the need for third party product integrations (CIM, Akwire, Click, Servigistics, TOA, etc.)

Where customers have attempted to meet their requirements with a true FSM product (Click, TOA), they have had to invest inreducing it’s functionality to meet their business requirements.

Positioning

Where a customers requirements demand a true FSM product, we will defer to Click Software.

We do not ever intend to include the FSM specific elements into our solution, or compete in true FSM opportunities. We have onlytaken the steps to expand the footprint of our existing product in ways demanded by our customers.

Agile Client Interaction List

� City of Henderson

� City of Cambridge

� City of Corpus Christi

� City of Lakeland

� Baltimore Gas & Electric

� DTE Energy

� Salt River Project (SRP)

� Portland General Electric

� Deutsche Telekom

� Eli Lilly

� General Mills

Customer Checkpoints

� Sprint demos

� Dev. Partner Meetings

� User Group Conferences

� Beta workshops


Work ManagementLogical Hands-off

Schedule Created

Project, demand, & forecasted work

Assignments made

Crafts & skills validated

Absences & vacation respected

Field tech sees assigned route on a map

See locations of neighboring crews

Feedback on work status & progress

Assigned routes visible on a map

New work may easily be assigned based on proximity of labor

Scheduler

Graphical Assignmen

t

Dispatching

Maximo Everyplace


Scheduler - Relevant Roles

Planner/Scheduler

Dispatcher

Mobile Workforce

� Receive work orders in the field

� Provide real time status updates to dispatch

� Request supplementary information from the

back-office

� Review work orders on the mobile map, along

with optimal driving directions

� Notify dispatch of potentially dangerous

situations

� Complete, edit and approve work orders

� Sequence and route work

assignments based on

geography

� Monitor technician and work

order progress and status

� Monitor the location of field

resources compared to open

work orders

� Dispatch emergent work to

the proper resource.

� Define and adjust

technician/crew availability

along with resource

leveling

� Capacity Planning

� Assign work orders to

technicians

� Continuously optimize the

schedule as the operational

environment changes

� Sequence and route work

assignments based on

geography


Time Phased Functional Utilization

PM Forecasting

WO Scheduling

ResourceAssignment

DispatchingField

Technician

Years to Months Weeks 1-7 Days 1-3 Days

Forecast Schedule MobileDispatch

PM Application

Scheduler and

Graphical Assignment

Graphical Assignment

Everyplace Applications


Dispatcher Use Cases

Dispatcher

� Assignment of work for crews and labors has been completed for the following week.

� On Monday morning Bill calls in sick – Ford is re-assigned Bill’s work for the day

� View progress of work out in the field as it becomes completed throughout the day.

� New emergent work comes in – Determine who is in the area of the emergency work and is available.– Assign the work to a crew – it automatically becomes part of their route.


Field Technician Use Cases

Mobile Field Technician

� View list of Work Orders assigned on a tablet device– View street-level route and the driving directions– View nearby labor/crews

� Display streamlined Work Order information along with start/stop timer to complete work.

� New emergent work is assigned to the field technician– View updates to the work list along with a new SLR for the day

� The work day is not going as planned – (a) Finished assigned work early – need to find other work in area to fill rest of day– (b) Unexpected delay in an assignment - not going to finish all of today’s assigned work– need to collaborate with dispatch to reassign the rest of work.


Future

� Schedule optimization (Integration with ILOG)

− On-going work with Watson and Haifa Research teams.

� Routing optimization based on weather feeds, manual input, environment changes

− Use case: when a road gets blocked by snow, route should adapt

� Linear assets and linear referencing integration

� Network Tracing (Ex: Which area is affected if I close a valve)

� GIS analytics and geo processing

Service Area

Ex: areas reached in 1min, 2min and 3min drive

Linear referencing

Viewshed analysis

Ex: areas that can be seen from observation points


DEMO

� Let's see a quick demo !

� http://ibm-931cf5a1b7d:7001/maximo/webclient/login/login.jsp


Conclusion

� Maximo Scheduler was created to

� Plan, Scheduling and Assign future work taking in consideration relationships, restrictions, availability and skills.

� Drag & Drop work assignments, quick and easy

� Visualize field crews

� Using a new map control to visualize and execute actions from the map.

� To monitor on going work

� Manage crews, work and their routes

� Improve crew and labor efficiency

� Using maps to visualize the route for the daily work

� Dynamic work list based on manual or automatic assignment (optimization)

� Improve near by labors communication

� Update work orders from the field, with mobile devices


Questions?

Thank you!

Pedro Solfa Spadacini - Test Software [email protected]

Technology

Maximo Scheduler 751 Workshop Pedro Solfa Sep 2012