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IBM Maximo for Utilities Jerry Miller – Utilities Product Architect
Energy & Utilities Value Chain Notable Success Fossil/Hydro Generation  –  45% North American Fossil Generation and 55% of North American  Hydro Power Generation  Investor Owned, Merchant, Municipal or Agency Nuclear Power –  12 Customers, 55 Units  WW Presence.  Extraction ,[object Object],[object Object],[object Object],[object Object],Generation Distribution Retail Customer Commercial Customer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Transmission Key Utility Sectors T&D  Transmission and Distribution Substation Maintenance,  Gas Transmission,  Gas Distribution,  Water and Waste Water 300+ Utilities Clients  Growing market share in all sectors 17 of 30 Fortune 1000 Utility Companies 4. Convergence of OT & IT  – IT systems are leveraging the utilities ability to stay competitive Top Reasons for Selecting Maximo for Utilities 1. Consolidation of asset management solutions  – for Power Generation, Electric & Gas T&D, Facilities, Vehicles, & IT assets 2. Technology  – J2EE Certified, Service Oriented Architecture  (SOA) platform – standardization, scalability, usability, security 3. Capabilities  – Feature rich solution for managing nuclear power & T&D assets 5. Leadership Position  – In both the Gartner MQs and ARC EAM WW Outlook 6. People  –  Two dedicated development teams and client development partners for Nuclear and Transmission & Distribution
What we often see in the Utility industry ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Fossil Generation Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Pop-up Apps Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Action Tracking Pop-up Apps Nuclear Generation Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Service Desk Pop-up Apps Corporate Functions: IT Asset Mgmt Facilities Mgmt Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Warranty Mgmt Pop-up Apps Vehicle Maintenance Work Mgmt Plan & Sched Asset Mgmt Contract Mgmt Supply Chain Compatible Units Est Pop-up Apps Transmission & Distribution
Maximo Utility Industry Asset Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Vehicle Maintenance Fossil  Generation Nuclear  Generation Transmission & Distribution Corporate Functions: IT Asset Mgmt Facilities Mgmt User Interface Integration Business Process Business Logic Data Model
Trends in Transmission and Distribution Operations Meter Standard Grid Advanced Meter IUN & Network Automation  and Analytics Planned Emergency & Unplanned ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Source: IBM Institute for Business Value (IBV) analysis Intelligent Utility Networks Traditional Distribution Infrastructure Characteristics 1985 1990 1995 2000 2005 2010 2015 2020
Maximo for Utilities MUWG  – Maximo Utilities Working Group
A Comprehensive Approach to Industry Solutions Products Services Approach & Strategy Closed Loop Program Industry Thought Leaders Best Practices Advisory Councils Industry User Communities Development Partners Domain Expertise on Staff Architecting for Industry “Ecosystem” Specialized Support Staff Certified Personnel Specialized Tools & Accelerators  Implementation Methodology  Deep Domain Expertise We invest across the business to develop, deliver, and support a solution to help your business address challenges, manage risk, and seize opportunities.
Maximo for Utilities at a Glance  ( 40+ Utilities Customers  100 + Spatial) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
IBM Maximo for Utilities Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Magic Quadrant for Enterprise Asset Management for Transmission and Distribution 16 September 2009 ©   Gartner, Inc. Kristian Steenstrup  T&D D: G00170316 The Magic Quadrant is copyrighted September 2009 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM.
Maximo for Utilities Industry Solution Covers a large footprint with most distribution customers  Project Mgt Mobile Data Supply Chain Supply Chain Work Management Asset Management Spatial Systems Real-Time Systems Repair Work Outage Management SCADA / EMS /DMS Network Events Trouble Calls Outage Status Back-Office Back-Office Resource Management Customer Service Work Data Historian Data Historian Data Historian Service Status Customer Service Service Work Follow-up Work Initiated Work Planned Work Scheduled Work Mgt. Data Mgt. Data CUs Unplanned Work  Work Initiation Work Planning & Estimating Work Management & Tracking Work Reporting & Closing Work Scheduling Compatible Units (CUs) Mgt. Data Project Work Work Status Project Management Maintenance Rules Asset Investment Planning Routine Work Generation Asset Analysis Asset Analysis Asset Analysis Asset Records Management Investment Programs Asset Analytics Asset History Asset Condition As-Built Facilities and Field Data Inspection & Routine Maint. Actual Contractor Contract Management Materials Management Actual Materials Finance & Accounting GL Accounts Billing Requests Crew Composition Capacity Planning & Forecasting Work Forecast Crew Configuration Material Reservations Materials Management Procurement Material Status Purchase Requests Re-Order Requests Property  Units HR Payroll Actual Labor Asset Value Time Entry Actual Labor Plant  Accounting Finance & Accounting Actual Payments CUs Designs & As-Builts Existing Facilities Changed Facilities Graphic Design GIS Work to Design As-Designed Network Model Asset Attributes Customer Data Work Completion Details GIS Data Work Details Work Details Work Dispatch Work to Dispatch  Work Status Field Recording Mobile Network
Data Historian Project Mgt Mobile Data Supply Chain Supply Chain Work Management Asset Management Spatial Systems Real-Time Systems Back-Office Back-Office Resource Management Customer Service Work Maximo Add-on Products, Partner Solutions, and the MIF can provide interoperability to the rest Repair Work Outage Management SCADA / EMS Network Events Trouble Calls Outage Status Service Status Customer Service Service Work Follow-up Work Initiated Work Planned Work Scheduled Work Mgt. Data Mgt. Data CUs Unplanned Work  Work Initiation Work Planning & Estimating Work Management & Tracking Work Reporting & Closing Work Scheduling Compatible Units (CUs) Mgt. Data Project Work Work Status Project Management Maintenance Rules Asset Investment Planning Routine Work Generation Asset Analysis Asset Analysis Asset Analysis Asset Records Management Investment Programs Asset Analytics Asset History Asset Condition As-Built Facilities and Field Data Inspection & Routine Maint. Actual Contractor Contract Management Materials Management Actual Materials Finance & Accounting GL Accounts Billing Requests Crew Composition Capacity Planning & Forecasting Work Forecast Crew Configuration Material Reservations Materials Management Procurement Material Status Purchase Requests Re-Order Requests Property  Units HR Payroll Actual Labor Asset Value Time Entry Actual Labor Plant  Accounting Finance & Accounting Actual Payments CUs Designs & As-Builts Existing Facilities Changed Facilities Graphic Design GIS Work to Design As-Designed Network Model Asset Attributes Customer Data Work Completion Details GIS Data Work Details Work Details Work Dispatch Work to Dispatch  Work Status Field Recording Mobile Network
Product Discussion Disclaimer – General Product Direction ,[object Object],[object Object],[object Object],[object Object]
Release 7.1.1 Spatial 7.1.1.1 now available supporting ESRI 9.3.1 SP1
Maximo for Utilities -- Roadmap Released 6.3 Released 7.1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Maximo 6.2.3 Maximo 7.1.1.4 Release 7.1.2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Maximo 7.1.1.7 Release 7.1.1 Maximo 7.1.2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],September 2007 December 2008 eGA Dec 2009 eGA Q4 2010 All dates are estimates and specific content is subject to change.
Product Features for Utilities 7.1.1 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Maximo for Utilities 7.1.1 Released December 18, 2009
Enhancement – Improve Performance  ,[object Object],[object Object],[object Object],[object Object]
Enhancement – Improve Ease of Use ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enhancement – Improve Integration for Graphical Design Tools ,[object Object],[object Object],[object Object]
Service Address ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Enhancement – WO Track changes for Scheduler ,[object Object],[object Object],[object Object],[object Object]
Enhancement – Scheduler for Crews ,[object Object],[object Object],[object Object]
Enhancement – Scheduler for Crews
Enhancement – Scheduler for Crews ,[object Object],[object Object],[object Object],[object Object]
Enhancement – Scheduler for Crews ,[object Object],[object Object],[object Object],[object Object]
Product Features for Base Maximo 7.1.1.6 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Enhancement – Base Maximo 7.1.1.6 ,[object Object],[object Object],[object Object],[object Object]
Maximo Spatial Asset Management @ Pulse 2010 Las Vegas USA
IBM Maximo Spatial Asset Management The core of the SAFE architecture software stack,  spatially - enabled with ESRI  ArcGIS ® IBM Maximo IBM Maximo ® ® with ESRI  with ESRI  ArcGIS ArcGIS ® ® Server  Server  for service management for service management Perform asset editing and work orders spatially.. Extensible  – – e.g., workforce routing, geo - - spatial processing.. GIS GIS digital infrastructure data is the System of Record GIS
Maximo Spatial - Features and Benefits More Accurately define work locations  When a new service request is created, either manually or through a call center, having access to a map of the region to determine the location of the problem leads to a more efficient resolution.  Plan and schedule work by area Query a map by Address Optimize technicians travel time Advanced analytics Ability to look at a number of open work orders and create a project or work package using a map view.  Query work order by status, work type or craft requirements to find related work. When trying to locate an asset or work order users can query the map by a specific address. By having a work orders location accurately specified, there is less time spent on travel trying to find the correct address or location, and less time traveling between work locations inefficiently. Ability to overlay information on a map like traffic or weather information, asset failure history or population to prioritize work, schedule outages or plan future maintenance projects.
Demonstration of Maximo for Utilities 7.1.2 – Beta –   Revenue Meter Lifecycle Asset Management
Meter Assets Application Supports meters as an asset record
Test Results Tab Create WO Supports test results Able to import an XML or text file from a third party testing application Work order creation is needed for replacing or retiring a meter
Define Meter Templates Templates determine the number of meters that will be sampled depending on the population size.  Both linear and non linear sampling templates can be defined.
Define Meter Sampling Groups ,[object Object],[object Object],[object Object],[object Object],[object Object]
Generate Meter Sampling WO ,[object Object],[object Object],[object Object]
Q  u  e  s  t  i  o  n  s  ? Terry Saunders ( [email_address] ) for general product questions Gary Cooper ( [email_address] )   for Maximo Spatial questions (GIS) Jerry Miller ( [email_address] ) for Utilities T&D questions Ron Wallace ( [email_address] ) Utilities & EAM Marketing Dianne DePuy ( [email_address]  ) Utilities Industry Leader Kim Woodbury ( [email_address] ) for commercial & product questions Don Fenhagen ( [email_address] ) for Spatial Implementation questions Let’s build a smarter planet
Questions and Discussion? Backup Slide Details
Maximo for Utilities CU Library Details ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Maximo for Utilities CU Library Sample Hierarchy
Maximo for Utilities CU Library Business Process Create New CU at PENDING Update Control Flags Add Details Add CU Classifications Test and Verify CU Change Status to ACTIVE
Maximo for Utilities CU Estimate Sample Hierarchy
Maximo for Utilities CU Estimate Business Process Create Master Work Order Work Order Tracking Identify Est Requirements Perform Site Assessment Create Sketch/Design Manual Process Next Page Apply WO Plan to Master WO Accept Estimate Generate Estimate Enter Work Required Enter Station / Design Points Apply CU Parameters Apply CU’s Estimate Request
Maximo for Utilities CU Estimate Process Cont. Work Order Tracking Estimate Request Variance NO YES Prior Page Close Work Compare  To  Estimate Report Actuals Approve & Execute WOs Create As Built Estimate
CU Estimating – Tasks by Type  ,[object Object],[object Object]
CU Estimating – Multi Site ,[object Object],[object Object]
CU Estimating – Variable Overheads ,[object Object],[object Object],[object Object],[object Object]
CU Estimating – CU Services ,[object Object],[object Object]
Maximo for Utilities Crew Applications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Trademarks and disclaimers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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IBM Maximo for Utilities

  • 1. IBM Maximo for Utilities Jerry Miller – Utilities Product Architect
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  • 6. Maximo for Utilities MUWG – Maximo Utilities Working Group
  • 7. A Comprehensive Approach to Industry Solutions Products Services Approach & Strategy Closed Loop Program Industry Thought Leaders Best Practices Advisory Councils Industry User Communities Development Partners Domain Expertise on Staff Architecting for Industry “Ecosystem” Specialized Support Staff Certified Personnel Specialized Tools & Accelerators Implementation Methodology Deep Domain Expertise We invest across the business to develop, deliver, and support a solution to help your business address challenges, manage risk, and seize opportunities.
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  • 10. Magic Quadrant for Enterprise Asset Management for Transmission and Distribution 16 September 2009 © Gartner, Inc. Kristian Steenstrup T&D D: G00170316 The Magic Quadrant is copyrighted September 2009 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner’s analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the “Leaders” quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be evaluated in the context of the entire report. The Gartner report is available upon request from IBM.
  • 11. Maximo for Utilities Industry Solution Covers a large footprint with most distribution customers Project Mgt Mobile Data Supply Chain Supply Chain Work Management Asset Management Spatial Systems Real-Time Systems Repair Work Outage Management SCADA / EMS /DMS Network Events Trouble Calls Outage Status Back-Office Back-Office Resource Management Customer Service Work Data Historian Data Historian Data Historian Service Status Customer Service Service Work Follow-up Work Initiated Work Planned Work Scheduled Work Mgt. Data Mgt. Data CUs Unplanned Work Work Initiation Work Planning & Estimating Work Management & Tracking Work Reporting & Closing Work Scheduling Compatible Units (CUs) Mgt. Data Project Work Work Status Project Management Maintenance Rules Asset Investment Planning Routine Work Generation Asset Analysis Asset Analysis Asset Analysis Asset Records Management Investment Programs Asset Analytics Asset History Asset Condition As-Built Facilities and Field Data Inspection & Routine Maint. Actual Contractor Contract Management Materials Management Actual Materials Finance & Accounting GL Accounts Billing Requests Crew Composition Capacity Planning & Forecasting Work Forecast Crew Configuration Material Reservations Materials Management Procurement Material Status Purchase Requests Re-Order Requests Property Units HR Payroll Actual Labor Asset Value Time Entry Actual Labor Plant Accounting Finance & Accounting Actual Payments CUs Designs & As-Builts Existing Facilities Changed Facilities Graphic Design GIS Work to Design As-Designed Network Model Asset Attributes Customer Data Work Completion Details GIS Data Work Details Work Details Work Dispatch Work to Dispatch Work Status Field Recording Mobile Network
  • 12. Data Historian Project Mgt Mobile Data Supply Chain Supply Chain Work Management Asset Management Spatial Systems Real-Time Systems Back-Office Back-Office Resource Management Customer Service Work Maximo Add-on Products, Partner Solutions, and the MIF can provide interoperability to the rest Repair Work Outage Management SCADA / EMS Network Events Trouble Calls Outage Status Service Status Customer Service Service Work Follow-up Work Initiated Work Planned Work Scheduled Work Mgt. Data Mgt. Data CUs Unplanned Work Work Initiation Work Planning & Estimating Work Management & Tracking Work Reporting & Closing Work Scheduling Compatible Units (CUs) Mgt. Data Project Work Work Status Project Management Maintenance Rules Asset Investment Planning Routine Work Generation Asset Analysis Asset Analysis Asset Analysis Asset Records Management Investment Programs Asset Analytics Asset History Asset Condition As-Built Facilities and Field Data Inspection & Routine Maint. Actual Contractor Contract Management Materials Management Actual Materials Finance & Accounting GL Accounts Billing Requests Crew Composition Capacity Planning & Forecasting Work Forecast Crew Configuration Material Reservations Materials Management Procurement Material Status Purchase Requests Re-Order Requests Property Units HR Payroll Actual Labor Asset Value Time Entry Actual Labor Plant Accounting Finance & Accounting Actual Payments CUs Designs & As-Builts Existing Facilities Changed Facilities Graphic Design GIS Work to Design As-Designed Network Model Asset Attributes Customer Data Work Completion Details GIS Data Work Details Work Details Work Dispatch Work to Dispatch Work Status Field Recording Mobile Network
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  • 14. Release 7.1.1 Spatial 7.1.1.1 now available supporting ESRI 9.3.1 SP1
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  • 27. Maximo Spatial Asset Management @ Pulse 2010 Las Vegas USA
  • 28. IBM Maximo Spatial Asset Management The core of the SAFE architecture software stack, spatially - enabled with ESRI ArcGIS ® IBM Maximo IBM Maximo ® ® with ESRI with ESRI ArcGIS ArcGIS ® ® Server Server for service management for service management Perform asset editing and work orders spatially.. Extensible – – e.g., workforce routing, geo - - spatial processing.. GIS GIS digital infrastructure data is the System of Record GIS
  • 29. Maximo Spatial - Features and Benefits More Accurately define work locations When a new service request is created, either manually or through a call center, having access to a map of the region to determine the location of the problem leads to a more efficient resolution. Plan and schedule work by area Query a map by Address Optimize technicians travel time Advanced analytics Ability to look at a number of open work orders and create a project or work package using a map view. Query work order by status, work type or craft requirements to find related work. When trying to locate an asset or work order users can query the map by a specific address. By having a work orders location accurately specified, there is less time spent on travel trying to find the correct address or location, and less time traveling between work locations inefficiently. Ability to overlay information on a map like traffic or weather information, asset failure history or population to prioritize work, schedule outages or plan future maintenance projects.
  • 30. Demonstration of Maximo for Utilities 7.1.2 – Beta – Revenue Meter Lifecycle Asset Management
  • 31. Meter Assets Application Supports meters as an asset record
  • 32. Test Results Tab Create WO Supports test results Able to import an XML or text file from a third party testing application Work order creation is needed for replacing or retiring a meter
  • 33. Define Meter Templates Templates determine the number of meters that will be sampled depending on the population size. Both linear and non linear sampling templates can be defined.
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  • 36. Q u e s t i o n s ? Terry Saunders ( [email_address] ) for general product questions Gary Cooper ( [email_address] ) for Maximo Spatial questions (GIS) Jerry Miller ( [email_address] ) for Utilities T&D questions Ron Wallace ( [email_address] ) Utilities & EAM Marketing Dianne DePuy ( [email_address] ) Utilities Industry Leader Kim Woodbury ( [email_address] ) for commercial & product questions Don Fenhagen ( [email_address] ) for Spatial Implementation questions Let’s build a smarter planet
  • 37. Questions and Discussion? Backup Slide Details
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  • 39. Maximo for Utilities CU Library Sample Hierarchy
  • 40. Maximo for Utilities CU Library Business Process Create New CU at PENDING Update Control Flags Add Details Add CU Classifications Test and Verify CU Change Status to ACTIVE
  • 41. Maximo for Utilities CU Estimate Sample Hierarchy
  • 42. Maximo for Utilities CU Estimate Business Process Create Master Work Order Work Order Tracking Identify Est Requirements Perform Site Assessment Create Sketch/Design Manual Process Next Page Apply WO Plan to Master WO Accept Estimate Generate Estimate Enter Work Required Enter Station / Design Points Apply CU Parameters Apply CU’s Estimate Request
  • 43. Maximo for Utilities CU Estimate Process Cont. Work Order Tracking Estimate Request Variance NO YES Prior Page Close Work Compare To Estimate Report Actuals Approve & Execute WOs Create As Built Estimate
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