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Pulse2014 1074 Pulse2014 1074 Presentation Transcript

  • Proprietary & Confidential 8/9/11 Service Contracts in Maximo “A study of contract management integration with Emptoris” Presented by: DeeDee Washington – Maximo Business Systems Analyst, Supply Chain Services Norris Minnis – Contract Agent, Supply Chain Services
  • Proprietary & Confidential 8/9/11 • Headquartered in Tucker, GA • Established in 1974 • Owned by and serve its 38 EMCs • One of the nation's largest power supply cooperatives • Has more than $8 billion in assets • Provide electricity to over 4.1 million Georgians • Portfolio includes natural gas, hydroelectric, coal and nuclear generating plants • Combined capacity of ~7,059 MWH and purchased power Our Company
  • Proprietary & Confidential 8/9/11 Maximo Configuration Hartwell Energy Facility Doyle Generating Plant Sewell Creek Energy Facility Hawk Road Energy Facility Thomas A. Smith Plant OPC Headquarters Smarr Energy FacilityTalbot Energy Facility Rocky Mountain Hydroelectric Plant Single Organization - Multi-Site (9) - ~165 End Users
  • Proprietary & Confidential 8/9/11 Maximo Evolution Year Major Project/Initiative 2003 Initial Maximo 5.1 Implementation (replaces MPAC) 2004 Maximo 5.2.2 Upgrade 2005 Labor Reporting Lawson Payroll Interface 2006 Maximo 5.2.5 Patch Add-on Desktop Requisition app Maximo 5.2.6 Patch 2007 Maximo 6.2.1 Upgrade 2008 Contracts Assessment 2009 Contracts Implementation Maximo Integration – Hawk Road Plant 2010 Maximo Integration – Hartwell Plant Add-on Visual Planner 2011 Maximo Integration – Doyle Plant 2012 Maximo Integration – T.A. Smith Plant 2013 Maximo v7.5.0.4 Upgrade Add-On IBM Scheduler and IBM Calibration Add-On Interloc Informer and Interloc Mailer
  • Proprietary & Confidential 8/9/11 Core Business Usage MODULE APPLICATION Assets Assets, Asset Templates, Locations, Failure Codes Contracts Terms and Conditions, Master Contracts*, Purchase Contracts* Financial Chart of Accounts Inventory Inventory, Inventory Usage, Shipment Receiving, Condition Codes, Item Master*, Service Items, Storerooms Planning Job Plans*, Routes Preventive Maintenance Preventive Maintenance Purchasing Company Master*, Companies, Purchase Requisitions*, Purchase Orders*, Request for Quotations, Receiving*, Invoices* Resources Crafts, Labor, People, Person Groups, Calendars Self Service/Service Desktop Requisitions, Service Requests** Workflow enabled
  • Proprietary & Confidential 8/9/11 Service Contracts Process - Creation
  • Proprietary & Confidential 8/9/11 Service Contracts Process - Payment
  • Proprietary & Confidential 8/9/11 Insurance Administration • Company Insurance requirements documentation • New Insurance application • Worker’s Compensation notation • Insurance Expiration escalation
  • Proprietary & Confidential 8/9/11 GSA Setup – T&Cs • Communication Templates• Legal requirement security and enforcement • Standard T&Cs auto populated • Merge fields used
  • Proprietary & Confidential 8/9/11 GSA Setup - Document Maximo Strengths: - Merge fields - Document formatting - Dynamic Page Breaking Emptoris Strengths: - Process Integration - Supplier Management - Sourcing - Contract Management
  • Proprietary & Confidential 8/9/11 GSA Setup – Document Maximo Strengths: - Based on Company Insurance & GSA Properties Emptoris Strengths: - Supplier Life cycle Mgmt - Spend Analysis - Compliance Mgmt
  • Proprietary & Confidential 8/9/11 Task Release Creation – T&Cs • Communication Templates • Merge fields used
  • Proprietary & Confidential 8/9/11 Task Release Creation - Document Maximo Strengths: - Merge fields - Document formatting Emptoris Strengths: - Vendor Management - Process Integration
  • Proprietary & Confidential 8/9/11 Key Benefits • Automated Process • Time Improvements • Enforceable Security • Improved Controls • Enhanced Communications • Process Transparency
  • Proprietary & Confidential 8/9/11 Contracts Metrics
  • Proprietary & Confidential 8/9/11 Next Steps • eSourcing Assessment • Scheduled Invoice Payments • Labor Rate Contracts • Different Contract Types • Extension Beyond Plant Operations
  • © 2013 IBM Corporation Maximo Enrichment with Emptoris Solutions K Merrill February 25, 2014
  • 17 Maximo with Emptoris Enabling Organization’s To:  Refine Maximo Strategy ~ Granular Visibility  Identify Volatility & Maximize Predictability  Support Maximo Users by Enriching the Functionality Internally & Externally  Enhance the Corporate Backbone Investment by Improving Compliance & Mitigating Risk Gaps 1
  • 18 Maximize and lock in savings with advanced sourcing and enterprise contract management capabilities Analyze enterprise spend across systems and effectively source and manage complex categories Strategic Supply Management Goals Maximo with Emptoris Effectively manage supplier information, relationships and processes to ensure compliance and mitigate risk Enterprise and Category Spend Management Source to Contract Supplier Management, Risk and Compliance
  • 19 Leading Utility Company Integrated Maximo and Emptoris Create P/O’s Demand Mgt Requisitions Requisitions eSourcing Contract Management Competitive Bidding Workflow: RFI RFP Auction Decision Support Contract Negotiation Workflow Master Clause library Supplier Profiles Event Awards MSFT-BizTalkServer Browz Suppliers of Record Adds, updates Bids for POs
  • 20 360 degree supplier view, including Maximo services suppliers, for effective supplier management and risk management Supplier Lifecycle Management Manage Supplier Performance Contracts Management Automate Process Improve Control Maximo Continued Compliance & Risk Mitigation Standardized, best practices SOW – Contract creation & optimization & visibility that responds to business needs ‘True’ Asset Management Complete management of Maximo services SOW & external resources, including large project management Maximo Compliance & Risk Spend Analytics Mining Maximo data to detect leakage Sourcing Improve Productivity & Build Self- Reliance Flexible Marrying Maximo & Emptoris Services Procurement Centralized SOW & External Resource Management
  • 21 Plan + + Corporate Governance and Compliance= Improve Productivity Increase Savings Mitigate Risk Program & Request Management Centralized Data Management 360 Dashboard Reporting and Visibility Negotiate Manage Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance IBM Emptoris Strategic Supply Management
  • 22 Program & Request Management 22 Supplier Qualification Supplier Discovery Web based, logic driven supplier registration Detailed category assessments Automated approval workflow Value Maintain one portal for all suppliers Quickly identify and onboard new suppliers Enforce compliance with corporate standards Conduct market analysis to find the best suppliers IBM Emptoris Strategic Supply Management Supplier Qualification Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 23 Program & Request Management 23 Sourcing Capabilities Buyer Survey, RFI, RFQ, RFP, Auctions Best Practice Category Templates Automated scoring & ranking Easy to use online and offline bidding interface What-if bid comparison & savings analysis reporting Value Streamline RFx creation – run more events Analyze RFx results faster and more efficiently Track savings by category, business unit and RFx type across organization IBM Emptoris Strategic Supply Management Sourcing Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 24 IBM Emptoris Strategic Supply Management Contract Management Program & Request Management 24 Contract Management Logic driven “Interview Wizards” Standard Template library & Pre-Approved clauses MS Word Integration with real-time data sync Conditional and clause level workflows Proactive alerts and automatic task creation Value Reduce contract cycle times Identify and eliminate process bottlenecks Realize negotiated benefits to capture more savings Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 25 Contract Creation Microsoft Word Workflow Alerts & Renewals Searching & Analytics The Solution to Solve Key Issues Maximo & IBM Emptoris Contract Lifecycle Management IBM Confidential11 of 42  Complete management dashboard  Contract status overview  Risk assessment  Search functionality  Renewing notification  Termination alert  Approval workflows for different scenarios  Execution of approvals  Approvals on the Go  Creation by Template  Creation by Wizard  Creation by RFx  Contract authoring process
  • 26 IBM Emptoris Strategic Supply Management Services Procurement 26 Services Procurement Automate order creation from contract  Negotiated prices utilized with contract match  Contract terms enforced at line level Collaborate with vendors at the order/project level Automatic invoice creation Value Standardize Master and Work Order creation Streamline process to reduce cycle time Enforce compliance to contracted rates to improve savings Program & Request Management Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 27 IBM Emptoris Strategic Supply Management Spend Analysis Program & Request Management Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance 27 Spend Analysis Superior data enrichment with guaranteed accuracy Cognos powered dashboard views and reporting Analytics to source and rationalize supply case Compliance Management to track contracted vs. actual Value Increase global spend visibility Drive more business to preferred suppliers Improve compliance & reduce leakage spend Identify more opportunities for savings and rationalization
  • 28 IBM Emptoris Strategic Supply Management Virtual Supply Master Program & Request Management Value Single integrated source of procurement data Improve information sharing between systems Improve visibility of relationships between spend, suppliers, categories, organizations Virtual Supply Master (VSM) Centralized data management for supplier, category, organization and user data across the suite Supplier master links ERP, procurement and supplier entered data into a single repository Enhance supplier data from external 3rd party sources Virtual Supply Master – Centralized Data Management Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 29 e360 Cognos Dashboards and Reporting Cross suite analytics 2 9 IBM Confidential Graphs: - Insightful - Crisp - Drillable Tables: - Detailed - Drillable Drilling into next level detail
  • 30 e360 Cognos Dashboards and Reporting Cross suite analytics 3 IBM Confidential Contract Analysis - Visibility into off contract vendors Graphs: -Spend by category -Spend by contract status Drill in to focus on opportunity: -category -region -performance -
  • 31 3 1 IBM Confidential 3 1 Highlight spend by vendor to prioritize Understand vendor performance Drill into vendor performance Link to Contract e360 Cognos Dashboards and Reporting Cross suite analytics
  • 32 Maximo and Emptoris: An update from the lab February 2014
  • 33 Please note:  IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal 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.
  • 34 Where to next?
  • 35 Maximo Supply Chain - Dedicated to delivering value  Maximo 3.x – 4.x – Refinement of basic supply chain backbone •Item/Inventory Management •Purchasing •‘Basic’ purchase agreement functionality  Maximo 5.x – Java Internet Architecture •‘Web-enabled’ Supply Chain  Maximo 6.x – Refinement of Multi-site/Multi-org functionality: •Item set – Robust feature enhancements: •Materials Management: – Condition Codes – Item Kits – Measure Unit Conversion •Full-featured contract usage functionality.  Maximo 7.1.x – Incremental feature enhancements: •Item Status •Item Images
  • 36 Maximo 7.5 Supply Chain  Materials Management – Item Master – Add ‘true’ stocked/non-stocked item support – Inventory Usage – Add a ‘statusable’ document for issuing and transferring items – Issues and Transfers – Transfer via Shipment – Issues and Transfers – Hard/Soft material reservations – Inventory Costing Enhancements (LIFO, FIFO, Consignment)  Purchasing – PO Revisioning – PR/PO/RFQ/RECEIPTS/INVOICE – View entire supply chain – Item Master, PO – Tax exempt items – RFQ: Allow item comparison in base currency  Receiving – Receipt Tolerances – Add functionality for returning received services – Support for voiding a receipt. (ie: cancelling a receipt line) – Returning Assets - User can select which assets to return, check for Move and Cost consistency  Invoicing – Ability to create invoice reversals – Centralized Invoice (single invoice for PO’s in different sites) – Add functionality for setting the date to derive the financial period – Default Table for Invoice Lines  Chart of Accounts – Date ranges for account validity – Different GL account structures per Organization
  • 37 Looking Ahead - …time to think outside ‘the box’  Maximo Supply Chain Framework – ‘Complimentary’ to the needs of Enterprise Asset Management – Scenario-specific extensions to supply chain functionality delivered via industry solutions  Core Maximo supply chain functionality delivers the bulk of supply chain capabilities for ~75% of our customers.  Addressing the business requirements of the remaining 25% is best-suited by IBM’s in-house best of breed capabilities….just not necessarily in Maximo’s box. – Enter Emptoris Purchase & Pay Materials Management Contract Execution
  • 38 Looking Ahead – Maximo and Emptoris Synergy  Emptoris is a provider of strategic supply and contract management software including the following applications.  Emptoris Capabilities Include: Contract Mgmt Sourcing Spend Analysis Supplier Lifecycle Mgmt Services Procurement Compliance Mgmt Telco Expense Mgmt
  • 44 Plan to Contract A combination of Emptoris and Maximo extend supply chain capabilities to Planning and Contract mgmt + Execute to Settle Analyze Spend Supplier Selection Supplier Sourcing Manage Supplier Contracts Activate Suppliers Automate the order process Logistics Management Supplier Compliance, Risk & Performance
  • 46 Looking Ahead – Maximo and Emptoris Synergy  Areas of consideration for tighter fit between Emptoris and Maximo: Contract Mgmt Sourcing Spend Analysis Supplier Lifecycle Mgmt Services Procurement Compliance Mgmt Telco Expense Mgmt
  • 47 + Companies Item Master Storerooms Inventory Contracts PR WO Demand Supplier Lifecycle Management Sourcing - RFQ Maximo EMPTORIS Individual Demand PO Receipt Invoice RFQ Contracts Spend Analysis Maximo / Emptoris Footprint
  • 48 Takeaways  The Maximo and Emptoris product teams are researching new ways to get the best value from a combined solution. – The charter of any ensuing strategy will be to ensure that current Maximo and Emptoris customers will be able to transition to any future solution with the least effort.  Play your part. – Consider participating in this endeavor by: • Submitting requirements ‘wish lists’ (RFEs) • Joining a customer user group such as the Maximo Supply Chain User Group • Applying to be a development partner for this area  This ‘future’ is now. – Maximo and Emptoris customers can realize the benefits of the combined solution right now and be positioned for future gains in this area.
  • 49 Questions?
  • 50 Acknowledgements and Disclaimers: © Copyright IBM Corporation 2012. All rights reserved. – U.S. Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. – Please update paragraph below for the particular product or family brand trademarks you mention such as WebSphere, DB2, Maximo, Clearcase, Lotus, etc IBM, the IBM logo, ibm.com, [IBM Brand, if trademarked], and [IBM Product, if trademarked] are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml f you have mentioned trademarks that are not from IBM, please update and add the following lines: [Insert any special 3rd party trademark names/attributions here] Other company, product, or service names may be trademarks or service marks of others. Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results.
  • 51 Appendix
  • 5252 EchoSign Integration •User Exit sends Contract and Party email addresses to EchoSign •Parties are notified to sign the contract at EchoSign •EchoSign will track signature process •Emptoris will poll EchoSign for signature status •Upon confirmation of Signature, Emptoris executes the contract External Party Internal Party Internal Party Presents Contract for signature EchoSign Sends Notification and Tracks Signature Process Emptoris Sends PDF and Party email addresses Emptoris Sends Notification of Executed Contract 1 2 3 4
  • 53 Contract Automation Contract AccessContract Creation Contract Negotiation Approval Management Contract Execution Obligation Management Analysis and Audit • Online Contract Editor • Tight Document Controls • Alternate Clauses • Checkout/Check-In • Version Control/Compare • Complete Audit Trails • Conditional Approvals • Clause Controls and Clause Approvals • Dynamic Executive Summaries • Deviation Tracking • Risk Management • Obligation Fulfillment • Contract Analytics • Mass Operations • Comprehensive Amendments • TRx-to-Contract Links • Configurable Best Practices • Standard Contract & Clause Libraries • Self-Service Wizard • Third Party Paper • ERP/RFx Integrations • Bulk Legacy Import • Key Data Abstraction • Searchable Contract Repository • User-Defined Folders • Enterprise Security • Audit Tools • Revenue Compliance • Risk Analysis
  • 54 IBM Emptoris Strategic Supply Management Program & Request Management Program & Request Management 54 Program & Request Management Project management for all procurement related initiatives Link to Spend, Sourcing, Contract, and Supplier activities Configurable request forms that can be routed across suite Centralized savings definition and measurement Graphical workflows, dynamic dashboards and reporting Value Global cross suite visibility from a central workspace Governance to enforce standard process Increase resource utilization and efficiencies Enhance savings realization from procurement projects Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 55 IBM Emptoris Strategic Supply Management Supplier Evaluation & Risk Program & Request Management 55 Supplier Evaluation & Risk User defined scorecards and surveys with ability to link to contracts Risk modeling with sophisticated calculations Integrated KPIs, traffic light system graphics, and proactive alerting Value Supplier risk data is centralized and easily accessed Manage more suppliers with automated evaluation processes Proactive alerting to identify risks earlier Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 56 IBM Emptoris Strategic Supply Management Spend Analysis & Supplier Evaluation Program & Request Management 56 Spend Analysis Measure contracted prices and rates against actual spend data down to the item level Value Identify leakage spend Increase savings to contracted rates Drive more business to preferred suppliers Ensure suppliers deliver on SLAs Supplier Evaluation Track supplier performance (KPIs) against contracted SLAs Source Qualify Suppliers Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance
  • 57IBM Confidential Virtual Supply Master - Centralized Data Management 360 Dashboard Reports & Analytics 360 view of cross suite supply chain activities from one interactive dashboard report Preassembled workspace content – drag and drop assembly Accessible online or on mobile tablets / iPad Value Increase visibility to savings and rationalization opportunities, demand aggregation, compliance issues and supplier risk Use supply chain intelligence to increase corporate competitiveness IBM Emptoris Strategic Supply Management 360 Dashboards Reporting & Analytics Program & Request Management Source Analyze Spend Contract Execute Orders Evaluate Supplier Risk & Perf. Track Compliance Qualify Suppliers 360 Dashboard Reporting & Analytics
  • 58 Maximo Enrichment with Emptoris Solution (s)