Maximo Scheduler 751 Workshop Pedro Solfa Sep 2012

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: psolfa@br.ibm.com

1 © 2012 IBM Corporation

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
2
© 2012 IBM Corporation

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 All included as
• Labor Maximo Scheduler
• Tools 7.5.1
• Materials
– Schedule Compliance

Enhancements to Maximo
– Service Addresses
– Public Map UI Control
– Crews

Maximo Everyplace role based templates

3

Scheduler – Revised Approach to Work Management

Not just a Planning & Scheduling Tool !

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

4

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.

5

SWG CPA DCP Template

What is Maximo Scheduler?

Scheduler is an
add-on product
to Maximo
Maximo Installed when
Maximo 7.5 is
installed

Maximo Scheduler

• Enabled by the Scheduler license key
• Pre-req of 7.5.0.3 fix pack
IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)


The Planner & Scheduler



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



Asset & Location Availability



Material Availability
Other 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



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



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



New 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



Making an Assignment
Allows 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



Field Work Management
The Dispatcher



Scheduler Features for Field Work Management

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


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

Calendar View Map View



Map Overview
New Map Control
– Configurable
Maptip
– Everyplace enabled

Map Providers
– Google Maps
– Bing Maps
– ESRI with Maximo Spatial

Actions
Map tools
– Unassigned WOs
– Nearby labors and crews Crew
– Layer/symbology selection

Geolocation Work Order
– Labor / Crew tracking

Route



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.

Configurable on these system properties:

mxe.lbs.lastupdate.tolerance
mxe.lbs.maximumAccuracy

Red last update accuracy is
over the limit

Blue when last update
was within 60 mins Yellow last update outside
60 mins

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


The Mobile Field Technician



Field Technician Application

Field Technician’s
Work Order Route



Field Technician Application – My Work

Street Level Route

Material Requirements

Tool Requirements



Field Technician Application – Details

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

View work order
details



Field Technician Application – Results
Labor, 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 Gaps addressed
and on-site Beta program.
Map Control - GIS
Revenue: Projected $4M in incremental Scheduler revenue over
next 5 years, plus significant Maximo drag revenue. Graphical Assignment
Pricing: Increase from $1060 to $1590 per authorized user. Viewing of work, route,
directions, by planner,
Competitive Posture foreman, field technician
4 gaps addressed; on par or leading in all Scheduler areas Schedule and resource
except Appointment Booking and CRM integration (strategically optimization
not planning to address).

What was delivered
Map Control Focus on product usability
Service Addresses
Crews
Mobile applications with mapping and work details (w/ Maximo Everyplace)

Schedule Compliance
Dispatching
Asset, Location Availability
Work order actions in Scheduler

26

Customers
Customer Demand
Agile Client Interaction
Maximo customers have requested advanced planning & List
scheduling tools to eliminate the need for third party product
City of Henderson
integrations (CIM, Akwire, Click, Servigistics, TOA, etc.)
City of Cambridge
Where customers have attempted to meet their requirements City of Corpus Christi
with a true FSM product (Click, TOA), they have had to invest in
reducing it’s functionality to meet their business requirements. City of Lakeland
Baltimore Gas & Electric
DTE Energy
Positioning
Salt River Project (SRP)
Where a customers requirements demand a true FSM product, Portland General Electric
we will defer to Click Software.
Deutsche Telekom
We do not ever intend to include the FSM specific elements into Eli Lilly
our solution, or compete in true FSM opportunities. We have only General Mills
taken the steps to expand the footprint of our existing product in
ways demanded by our customers. Customer Checkpoints
Sprint demos
Dev. Partner Meetings
User Group Conferences
Beta workshops

27

Work Management Logical Hands-off

Scheduler
Graphical
Assignmen
Schedule
Created
t

Project, Assignments Dispatching
demand, & made
forecasted
work Crafts & Maximo
skills Assigned Everyplace
validated routes visible
on a map
Field tech sees
Absences & assigned route
vacation New work may
easily be on a map
respected
assigned based
on proximity of See locations of
labor neighboring
crews

Feedback on
work status &
progress

28

Scheduler - Relevant Roles
Define and adjust
technician/crew availability Sequence and route work
along with resource assignments based on
leveling geography
Capacity Planning Monitor technician and work
Assign work orders to order progress and status
technicians Monitor the location of field
Continuously optimize the resources compared to open
schedule as the operational work orders
environment changes Planner/ Dispatcher
Dispatch emergent work to
Scheduler the proper resource.
Sequence and route work
assignments based on
geography

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
Mobile Workforce
situations
Complete, edit and approve work orders

29

Time Phased Functional Utilization

PM Scheduler Graphical Everyplace
Application and Assignment Applications

Forecast Schedule Dispatch Mobile

PM WO Resource Field
Dispatching
Forecasting Scheduling Assignment Technician

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

30

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.

31

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.

32

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 Viewshed analysis
Ex: areas that can be seen from observation points

Linear referencing

33

DEMO

Let's see a quick demo !

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

34

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

35

Questions?

Thank you!

Pedro Solfa Spadacini - Test Software Engineer
psolfa@br.ibm.com

36

Maximo Scheduler 751 Workshop Pedro Solfa Sep 2012

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