This document provides an overview and agenda for IBM's Maximo solutions for asset management in rail, metro, and monorail networks. It discusses the challenges these industries face with managing large fleets of rolling stock assets. It then summarizes the key capabilities of IBM Maximo, Maximo for Transportation, and Maximo Asset Configuration Manager for addressing these challenges. Specific features are highlighted for the latest 7.5 releases that are designed to support maintenance planning and execution for complex rail assets.

1. Asset Management for
Rail, Metro and Monorail

2. Agenda
 Rail, Metro and Monorail Networks
 Industry Trends – Rolling Stock Challenges
 IBM Maximo Solutions for Metro and Rail
 Critical Capabilities of Maximo for Transportation
 Maximo for Transportation 7.5 Features
 Critical Capabilities of Maximo Asset Configuration Manager (ACM)
 Maximo Asset Configuration Manager (ACM) 7.5 Features

3. Rail, Metro and Monorail Networks
Freight Logistics
Distribution Centers
Passenger Rail
Linear InfrastructureLinear Infrastructure Transit Systems
Transfer goods from
other modes to
freight rail trains
Haul freight within
the supply chain
network
Infrastructure for
freight and
passenger railways
Move passengers in
high speed and
traditional systems
Carry passengers
within a city or
metropolitan area
Assets include:
facilities, offices,
warehouses,
forklifts
Assets include:
locomotives, cars,
communication
equipment
Assets include:
track, signals,
bridges, tunnels,
support fleet,
power
Assets include:
locomotives,
passenger cars, self
propelled cars
Assets include:
buses, trams,
subway, stations,
paratransit fleet

4. Industry Trends – Rolling Stock Challenges
 Addressing the needs of a large variety of moving assets
 Increasing asset reliability and availability
 Improving asset performance to reduce the impact of rising fuel costs
 Recovering warranties
 Aging workforce
 Capturing actual asset costs for labor, materials, tools & services
 Optimizing inventory levels & reducing costs
 Capturing accurate data to drive condition based PM programs

5. The Maximo Asset Management “Platform”
 Provides a complete feature set for
managing all types of
transportation assets
 Consolidates point solutions for
Asset Management into a dynamic,
interconnected suite
 Leverages next generation J2EE
Technology Platform
 Interconnects using a Service
Oriented Architecture (SOA)
 Provides out of the box integration
to top ERP systems
 Configures to changing business
requirements, including user
interface and workflow processes
 Includes a configurable Start
Center with user defined Key
Performance Indicators (KPI)
MAXIMO ASSET
MANAGEMENT

6.  IBM Maximo for Service
Providers to support service
level agreements (SLAs),
entitlement, pricing, billing,
multiple customers and
contracts, and other service
management functions
 IBM Maximo Mobility
Solutions to support work
management in connected and
disconnected environments
 IBM Maximo Scheduler for
planning work and aligning
resources using a Gantt chart
view with graphical, drag and
drop features
IBM Maximo
Asset Configuration Manager
IBM Maximo
Linear Asset Manager
IBM Maximo
for Transportation
 Uses a network model rather
than traditional parent-child
hierarchies
 Provides extensive
capabilities to support linear
infrastructure:
– Linear Assets – Having a
start and end measure
that can be maintained by
segment.
– Features – Physical
objects, such as mile or
kilometer posts, guard
rails or pipeline leaks
where maintenance will
take place.
– Linear Attributes – The
same attribute to be
applied multiple times to
a linear asset.
– User-defined
relationships –create
network model
relationships, such as
“Intersects with”.
Additional
IBM Maximo Solutions
 Supports highly regulated
and safety driven
environments
 Provides configuration
management capabilities for
mechanical and MRO
organizations maintaining
complex, component based
assets such as in rail and
aviation
 Manages engineering and
OEM changes effectively
throughout asset life cycle
 Addresses life usage
requirements within dynamic
and volatile operating
environments
 Manages reference and
operational data with the
ability to validate one
against the other
 Provides specific capability
for Service Life Cycle (SLM)
requirements
 Supports fleet forecasting
and maintenance work
packaging requirements.
 Support all types of moving
assets
– Locomotives, passenger cars,
freight cars, subways, buses
and support fleet
 Adds extensive capabilities
needed for managing moving
assets, such as:
– Campaign Management
– Equipment Groups & Status
– Fuel, Meter and Vendor
Import
– Industry Codes
– Labor Certification
– Licensing & Insurance
– Life Cycle Costing
– Maintenance Alerts
– Mechanics Clip Board
– Motor Pool
– Recent & Repeat Repairs
– Telematics interface
– Warranty Tracking &
Recovery
IBM Maximo Solutions for Rail, Metro and
Monorail

7. Critical Capabilities of Maximo for Transportation
designed for Metro and Monorail rolling stock
Consist Management
and Married Pairs
Wheel Management
ModuleCampaign Management
Drivers/Operators
Log
Equipment Status
Life Cycle Costing
and Depreciation
Maintenance and
PM Alerts
Mechanics Clipboard Meter Change Out
Move History
Position Codes
Warranty Tracking
and Recovery
Telematics
Integration
Recent and
Repeat Repairs

8. Maximo for Transportation 7.5 Features
Asset Alias Provides flexibility for asset numbering, allowing customers to define an
unlimited number of different asset numbers (aliases) for each asset.
Asset History Quick access to full work order history, PM history, all charges (labor, material,
tools, and services), warranty work history, meter readings, status, condition
changes, moves, and usage history are all displayed in one place as a single,
chronological view. Reduces maintenance technicians access to key
information.
Campaigns Define a Campaign as a set of Job Plans for a group of Equipment. Create a
Work Order hierarchy with work orders for each job plan for each asset.
Capability to track the campaign’s progress.
Consist Management
and Married Pairs
Supports asset management of a entire consist, a group of rail assets such as
locomotives and cars, and records the equipment in each consist
Drivers Log Capability to record problems identified by drivers and provide follow up
Equipment Groups Templates for Equipment Warranty, PM, Specifications and Meters. Define
groups of new equipment, warranty, PM, specifications and meters for multiple
entry and quickly create multiple records with similar information
Equipment Status Tracks out of service, available and operational status of assets
Fuel Record Define Fuel input, record fuel consumption, track consumption versus meter
readings and provide statistical data

9. Maximo for Transportation 7.5 Features
Fuel Tank Monitoring Manage inventory control of fuel and fluid tanks
Fuel Transactions
Import
Provides the ability to import transactions from external sources such as
internal fuel dispensing systems, external fuel management providers (fuel
cards), and meter readings. Imported records can be used to create inventory
transactions, meter readings, purchase orders or invoices.
Industry Codes Method for using industry standard codes, such as Vehicle Maintenance
Reporting Standards (VMRS), in Maximo for Transportation
Inspections &
Servicing (Activities)
Inspection and servicing activities can be recorded for multiple assets on a
single work order
Inventory Count
Books
Setup and manage inventory and cycle counting
Labor Certification Manage training and certifications, and verify technicians are qualified for
safety or special training assignments
Licenses and
Registration
Manages information on assets for licenses or registration, insurance, or
permits. Issuing authority, cost, effective and end dates, and application date
are some of the information captured. Advance notification of renewals.
Life Cycle Costing /
Depreciation
Capability to define expected life, depreciation schedule, current condition &
repair cost limits and Manage repair or replacement decisions

10. Maximo for Transportation 7.5 Features
Warranty Alerts Alert prior to the due date of a Warranty expiration
Warranty Recovery Generate claims against warranty items, manages reimbursement in money,
replacement parts, credits and other conditions
Warranty Tracking Create and track OEM, Extended and After Market Warranties by Item, VMRS,
and Manufacturer. Identify parts replaced and work performed under warranty
for development of warranty claims
Work Types as
Warranty Validation
Exclusions
This capability allows defined work types to be excluded from warranty
validation, eliminating additional alerts when a work type is not eligible for
warranty recovery
Wheel & Tire
Management
Module to manage installation and removal inventory transactions for tires (fleet)
and wheels (rail), including axles. Support axle configurations, rotating of
positions and validation of tolerances on all related actions.

11. Critical Capabilities of Maximo ACM designed
for Metro and Monorail rolling stock
CM Build Item Master
Work PackagesBuild Data Interpreter (BDI)
CM Dynamic
Value List
CM Item Master
Events Management
Fleet Management
Fleet Planning and
Maintenance Forecasting
Master PM
(Maintenance Events)
PM, Receiving and
View Tree Enhancements
Technical Records
Series
Models
Trip Log Book

12. Maximo Asset Configuration Manager (ACM) 7.5
Features
Asset Enhancements The Assets (CM) application is used to manage physical builds of locomotives,
aircraft and other complex configuration-managed assets. The Build Data
Interpreter (BDI) component constantly tracks and validates changes to builds.
The BDI flags components that do not comply with defined configuration rules.
Asset Attributes Asset attributes provides the capability to manage attribute values to accurately
capture changes and to be used to analyze related data, such as which type of
asset the operator has the most failures relating to a particular part. The Asset
Attributes functionality uses the ACM functionality to derive the attributes
associated with an asset (and, where applicable, its children) at any point in
time.
Build Data Interpreter
(BDI)
The Build Data Interpreter (BDI) component of the Assets (CM) application
checks rail vehicles, aircraft and other configuration-managed assets, position by
position. It ensures that they comply with the configuration rules that you
established in the corresponding model.
Bulk Life Usage Load The Bulk Life Usage Load application is designed to simplify the process of
entering meter data by presenting the user with a view of an Asset Fleet (based
on the Fleet management application) and the relevant meter records to be
updated in a ‘tabular’ view that enables tabbing through the fleet and entering
the meter records.

13. Maximo Asset Configuration Manager (ACM) 7.5
Features
CM Build Item
Master
Build Item Master is an application for creating position codes against a
System/Series combination. The association between attributes enables highly
effective Event information to be captured and utilized throughout an
organization’s business areas to supporting asset / item analysis. An ‘Event’ is
any occurrence associated with an asset, this may be planned or an unplanned
occurrence.
CM Dynamic Value
List
The Dynamic Value List (DVL) allows the user to easily select attributes
associated with the asset and events. The DVL (CM) is designed to automatically
present the user with a limited set of value choices based on user selections and
pre-defined master data, allowing users to specify criteria under which certain
values are presented for use in a large number of value lists throughout Maximo
ACM.
CM Item Master Configuration-managed (CM) items are the building blocks of the Asset
Configuration Manager. They are one element of configuration-managed
reference data, which also includes build items and models. ACM validates
production assets against the reference data that you enter.

14. Maximo Asset Configuration Manager (ACM) 7.5
Features
Fleet Planning and
Maintenance
Forecasting
Maintenance Forecasting includes a visual User Interface that displays future
work, including Preventive Maintenance and Work Orders, and provides a “what
if” capability based on a fixed utilization algorithm. This provides a rough cut
capacity plan and support planning of PMs prior to Work Order generation.
Log Book Logs provide details about a trip. This module allows the user to create logs,
record trip details, report problems, record maintenance evaluations, initiate
work orders, and record the crew and crew certifications.
Hard Counts (Actual
meters)
This application extends the standard ACM Calculated Life functions recorded
using multiple meter records to record actual or “hard count” readings such as,
miles/kilometers traveled, flying hours, cycles, engine starts, etc. in addition to
delta readings.
Industry Reports Specific asset configuration management reports are included for clients
managing complex assets reports that support functions such as Fleet Status
and Reliability.
Install/Removes This capability is used in a number of applications to perform the component
installation and removals, and correct offsets to the usage of a related meter.
Master PM
(Maintenance Events)
The Master PM (CM) application is used to create and modify master PMs,
which are templates for other PM (Preventive Maintenance) records.

15. Maximo Asset Configuration Manager (ACM) 7.5
Features
Series The Series functionality supports the ACM Model application to allow the
definition of a Series (or Family) of Models against the other functions to be
aligned and managed. It will also allow ‘Event Groups’ to be defined for a
Series, where Event Groups relate to Event records, to better support reporting
capability
Technical Record
Enhancements
Technical records include the following types of records from manufacturers,
vendors, regulatory agencies, and others:
 Customer Service Notices
 Engineering And Design Publications
 Fleet-Level And Component-Level Projects
 Airworthiness Directives
Technical records generate critical time-dependent maintenance or design
change tasks that typically apply fleet-wide. They often affect asset
configurations, maintenance plans, and other reference data for a specific set of
assets in one or more equipment models. Technical records often have complex
criteria to define which assets they affect. They usually trigger maintenance
events and affect work planning forecasts immediately or in the future.

16. Maximo Asset Configuration Manager (ACM) 7.5
Features
Enhanced View Tree This application allows users to view CM asset hierarchies with a color-coded
view of asset configurations based on a validated configuration against Model /
Variation at any point in time.
Work Order Tracking
Enhancements
The Work Order Tracking (CM) application is used to plan, review, and approve
work orders for assets and locations. When you create a work order in Maximo,
you initiate the maintenance process and create a historical record of work being
performed.
Work Packages When you create a work order, the Work Order Tracking (CM) application alerts
you to current due, expected due, and outstanding deferred maintenance for
related parent and child assets. You can bundle some or all of these
maintenance requirements into a work package and perform all the maintenance
at the same time.

17. Thank You