Maximo Scheduler Update

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Maximo Scheduler Update

Anthony Honaker, Maximo Product Strategy

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Please note:

IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.

Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.

The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of

multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.

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2012 Asset Management Product Roadmap

H1 2012 H2 2012 Maximo Industry Solutions and Add-On’s 7.5.x Maximo Fix-pack 7.5.0.2 Maximo

Fix-pack 7.1.1.11 Maximo Nuclear 7.5.x

• LCO Tracking • Duty Stations Maximo Scheduler 7.5.x - Schedule Compliance - Graphical Labor Assignments - Dispatching - Additional Resources - WO Actions Fix-Packs 7.x.0.0 Releases New Products Planned Releases

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. .

TRIRIGA 10.x - Reservation Mgmt - Sustainability enhancements - Building System Integrations Key Maximo Scheduler 7.5.x - Schedule and Route Optimization Fix-pack 7.5.0.3 - Features: - Crews

- Public Map API - Service Addresses Service Mgmt IT Asset Mgmt Change Mgmt Smart Cloud Control Desk H1 2013 2012 Focus:

• Address high-value customer requirements across multiple industries and markets with delivery of new solution for advanced Scheduling, Dispatch & Routing of work 

• Enhance existing Maximo, TRIRIGA and ISM solutions

• Continued maintenance for multiple releases, delivering Fix-packs for R6.2.x, 7.1.x and 7.5.x

Advanced Scheduling Maximo Mobile 7.5.x • Platform Cert. Maximo Service Provider Fix-pack 7.5.1.1 Maximo for Utilities Fix-pack 7.5.0.1 Maximo Adapter for SAP Fix-pack 7.5.0.1 Maximo for Spatial Fix-pack 7.5.0.1 Smart Cloud Control Desk 7.5.x Maximo Fix-pack 7.5.0.4 • Rolling Upgrade • High Availability TRIRIGA 10.x - Additional Languages Maximo Industry Solutions and Add-On’s 7.5.x Maximo Fix-pack 6.2.9 Maximo-TRIRIGA Integration • Capital Project Mgmt • Space & Move Mgmt • Etc.

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What is Maximo Scheduler?

A Maximo application that contains a Gantt chart to schedule work orders,

tasks and PM forecasts graphically

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Maximo Scheduler to date

3Q,2009

Gantt View to visualize work orders and tasks

- Drag & drop work orders & tasks - Manage dependencies

- Perform CPM

- View resource load and availability

Work Orders

- Date constraints - Task dependencies

1Q,2010

Gantt View to visualize PM forecasts

- View and manage future PMs and Work Orders

- View resource load and availability for both future PMs and Work

Orders

Work Orders

- Bulk Reschedule

- Assignment Manager tab in Work Order application

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Precedence Logic and Activity Constraints

• Precedence logic added between work orders/tasks that have the same parent

• SNE/FNL date constraints calculated automatically from JP/PM offsets

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PM Forecasting

• Generate forecast dates, change/move dates and allow Maximo to use these

forecast dates when generating PM based work orders.

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Work Management Evolving

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

– Optimization (iLOG Optimization tools)

Maximo Everyplace role based templates

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Our Work Management Focus Areas

Forecast Work

Identify Resource Gaps Availability: • Assets • Location • Material • Tools • Labor/Crews

Resource Leveling Graphical UI

Labor and Crews

Automated Graphical UI

Public Map Control

Route Optimization

Labor and Crews

Automated Assign Emergency Work

Communication To Field Technicians

Capacity

Planning

Schedule Compliance

Resource

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Time Phased Functional Utilization

PM

Forecasting

Capacity

Planning

Optimization

Resource

Dispatching

Technician

Field

Years to Months

Months

1-7 Days

1-3 Days

Forecast

Schedule

Dispatch

Mobile

PM

Application

Scheduler

and

Graphical Assignment

Graphical

Assignment

Everyplace

Applications

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Roles Involved in Managing the Schedule

• Defines and adjusts labor/crew availability along with resource leveling

• Capacity Planning

• Assigns work orders to resources

• Continuously optimizes the schedule as the operational environment changes

• Sequence and route work assignments based on geography

Scheduler/Planner

• Monitor field resources and work order progress and status

• Monitor the location of field resources compared to open orders

• Enter status and complete work orders on behalf of technicians who

don't have mobile devices

• Sequence and route ongoing work assignments based on geography and

optimization

Dispatcher

• Supervisor approves and assigns work on mobile devices

• Receive work orders in the field and provide real time status updates to

dispatch

• Complete, edit and approve work orders on mobile devices along with

viewing work on a map with optimal driving directions

• Notify dispatch of potentially dangerous situations, incomplete work

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Maximo Scheduler New

Features

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Schedule Compliance

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

– Use Show/Hide Compliance button on toolbar to enable/disable additional bars

– Work orders at INPRG or later state with an actual start is needed for Actual bar.

– Actual bar drawn from Actual Start to Actual Finish or Time Now

– By default Schedule bars colored same as Status

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Load and Availability

Additional resource types

– Resource types include Craft, Labor, Crew Types, Tool Items – Availability can be set for Crew, Labor, Tool Item

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Location and Asset Availability

New actions added to Locations and Assets applications

– Location Availability, 4 sub options Define/Manage Maintenance/Operational Schedule – Apply an availability schedule to multiple locations/assets at a time

– Define a specific period or set up a repeating period using the Schedule Calendar button – Maintenance periods are shown in green and defined operational periods in red

– Work periods of assigned calendar/shift are displayed in orange

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Material Availability

Other Resource Availability tab shows:

– Maintenance/Operational/Calendar availability of Asset and Location

• Right Click to toggle multiple-row view

– Material Availability for planned materials

• Shows required quantity vs. available quantity

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Schedule Costs

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Group by Work Property

Group By Asset, Job Plan, Location, PM, Priority or Work Type

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Additional Actions and Buttons

Work Order Actions

– Can change status 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

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Work Cost Tab

Calculate Costs button sums work order costs by week, month and year

– Committed and Saved Estimated Labor, Materials, Services and Tools – Actual Labor, Materials, Service and Tools

– The period is derived from work order schedule dates for estimates and transaction tables for actuals – Values are stored in table SKDCOST and are available for reports

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Compliance Tab

Measure Planned Hours against Actual Hours for a period

– Create a Schedule, then use Start Compliance button, this calculates the planned hours.

– At end of period after actuals have been entered use Finish Compliance button, this

calculates actual hours and a ratio between the two – Compliance Factor

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Resource Leveling & Optimization

Support for various optimization models

(targeted for next release)

– Input

Flexible resource combinations

Priorities: Asset, Work , Location, Material, Tools

Resource availability

Appointment request

– Output

Optimal work schedule based on resource availability, SLAs, time constraint and

other user defined objectives such as minimize cost, schedule emergency work

first, etc.

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Graphical Assignment

New application aimed at the process of assigning work to people

– Main tab (Work List) is very similar to that of Scheduler

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Resource Schedule

Resource Schedule shows:

– Craft and its Labor

– Crew Types and its Crews

Defined by Resource Queries on Work List tab

Craft Actions

– Go to Crafts

Labor Actions

– Go to Labor

– Modify Person Availability – View Craft/Skill

Crew Type Actions

– Go to Crew Types

Labor Actions

– Go to Crews

– Modify Crew Availability

– View Crew Types and Crew Work Group

All Action Menus have option Indicate Where Used Labor records indicate Default Skill Level and Vendor

columns

Resource chart filtered by shifts defined for the Work List

Modify Person Availability now allows

multiple periods of unavailability on

the same work date.

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Making an Assignment

Highlight an assignment, then right click on a resource and use action Assign To When assignment has been made, in Resource Schedule:

– 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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Dispatch View

A calendar view and map view of work order routes

– After assigning work in Gantt View use Apply Street Level Routes button

– Bars have the same ability to create, split or delete assignments as Gantt View

– Start/End of Dispatching window, Start/End Location for each route is defined in Work List

– Drag bars to manually change the sequence of work orders for a labor/crew

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GPS Tracking

Identify a Location Based Service (LBS) Interval to capture

– Longitude, Latitude, Altitude, Accuracy, Altitude Accuracy, Heading, Speed

Labor:

Crews:

Markers are color coded to display how current the LBS is.

Blue within 30 mins

of the LBS interval (configurable)

Yellow outside 30 mins of

the LBS interval

Red last location accuracy is

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Map Functions

Unassigned Work Orders

Nearby Labor and Crews button is used to show GPS position

Layers

(Traffic, Route, Work Orders, Locations, Nearby Crew, Nearby Labor)

Work Orders Symbology

(Status, Priority, Work Type, Route, Default)

Unassigned work order with symbology reflecting type of work

Map tips including More Information menu defined in new Map Manager application

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Service Address and Maps

New Service Address application

Service Address and Map tabs on:

– Locations

– Assets

– Work Order

(Activity, Change, Release)

– Service Requests

(Incident, Problem)

Map tab added to:

– Labor

– Crews

Start and End Location can be defined

New Map Manager application

– Define map provider

– Define map tips

– Define menu items (More Information)

Locations – action Manage Systems

identifies Address System which

derives a service address by using a

location hierarchy.

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Revise the Technicians View

Create new mobile applications for the field technician

– Leverage existing Maximo Everyplace product

Ability to tailor the application with Application Designer tool

– New templates will be created for the field technician

View current and sequenced assignments for themselves or their crew

Obtain directions where required

– View and feedback on work order details

Tailorable content

– Dynamic updates of sequenced work reflecting newer higher priority work, reassignments,

emergencies

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Field Technician Application

Field Technician’s

Work Order Route

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Field Technician Application – My Work

Street Level Route

of Work Orders for

the day.

List of Required

Material and Tools to

do the work for the day.

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Field Technician Application – Details

Toolbar Actions:

• Query Tools

• New / Follow-up Work Order

• Status Change

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Field Technician Application – Resources

Planned Materials,

Tools and Labor/

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Field Technician Application – Results

Reporting of

Work Order Results

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The Summarized Work Management Vision

• Use Maximo Scheduler to:

– Find the optimal time to schedule upcoming work by balancing: • Work order and Task relationships and constraints

• Labor, Asset, Location, Craft, and Material availability – Drag and drop labor assignments (or automate)

• Increase the visibility of resources and crews by:

– Leverage map UI control for dispatching of incoming work – Monitor progress of existing work

– Manipulate crew and resource routes

• Improve efficiency of field technicians

– Leveraging map UI control for viewing of route stops

– Dynamic work list based on dispatched work and automated optimization – Communication with neighboring resources

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