Maximo Scheduler 751 Workshop Pedro Solfa Sep 2012


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Maximo Scheduler 751 Workshop Pedro Solfa Sep 2012

  1. 1. 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: © 2012 IBM Corporation
  2. 2. 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 Questions2 © 2012 IBM Corporation
  3. 3. 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 templates3 © 2012 IBM Corporation
  4. 4. 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 easier4 © 2012 IBM Corporation
  5. 5. 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 © 2012 IBM Corporation
  6. 6. SWG CPA DCP TemplateWhat 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 fix pack IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  7. 7. SWG CPA DCP Template The Planner & SchedulerIBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  8. 8. SWG CPA DCP TemplateSchedule ComplianceThe 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 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  9. 9. SWG CPA DCP TemplateAsset & Location Availability IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  10. 10. SWG CPA DCP TemplateMaterial AvailabilityOther 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 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  11. 11. SWG CPA DCP TemplateAdditional ActionsWork Order Actions – Allow status changes on multiple work orders/tasksAdditional 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 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  12. 12. SWG CPA DCP TemplateSchedule Cost TabCalculate 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 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  13. 13. SWG CPA DCP Template Graphical AssignmentIBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  14. 14. SWG CPA DCP TemplateGraphical AssignmentNew 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 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  15. 15. SWG CPA DCP TemplateMaking an AssignmentAllows 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 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  16. 16. SWG CPA DCP Template Field Work Management The DispatcherIBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  17. 17. SWG CPA DCP TemplateScheduler Features for Field Work Management17 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  18. 18. SWG CPA DCP TemplateDispatch ViewDispatcher views the map with applicable Crew or Resource routes as defined byassignments. Calendar View Map View IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  19. 19. SWG CPA DCP TemplateMap OverviewNew Map Control – Configurable Maptip – Everyplace enabledMap Providers – Google Maps – Bing Maps – ESRI with Maximo Spatial ActionsMap tools – Unassigned WOs – Nearby labors and crews Crew – Layer/symbology selectionGeolocation Work Order – Labor / Crew tracking Route IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  20. 20. SWG CPA DCP TemplateLabor & 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 mins20 IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  21. 21. SWG CPA DCP TemplateThe Mobile Field TechnicianIBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  22. 22. SWG CPA DCP TemplateField Technician Application Field Technician’s Work Order Route IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  23. 23. SWG CPA DCP TemplateField Technician Application – My Work Field Technician’s Street Level Route Field Technician’s Material Requirements Field Technician’s Tool Requirements IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  24. 24. SWG CPA DCP TemplateField Technician Application – Details Toolbar Actions: • Query Tools • New / Follow-up Work Order • Status Change • Stop / Start Timers • Attach Documents View work order details IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  25. 25. SWG CPA DCP TemplateField Technician Application – Results Labor, Materials, Tools, Failure Reporting and Work Log results. IBM Confidential Template version: SWG IPD V5.5.1 (Jul 2010)
  26. 26. 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) Graphical Assignment Schedule Compliance Dispatching Asset, Location Availability Work order actions in Scheduler26 © 2012 IBM Corporation
  27. 27. 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 workshops27 © 2012 IBM Corporation
  28. 28. 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 & progress28 © 2012 IBM Corporation
  29. 29. 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 orders29 © 2012 IBM Corporation
  30. 30. Time Phased Functional Utilization PM Scheduler Graphical Everyplace Application and Assignment Applications Graphical Assignment Forecast Schedule Dispatch Mobile PM WO Resource Field Dispatching Forecasting Scheduling Assignment Technician Years to Months Weeks 1-7 Days 1-3 Days30 © 2012 IBM Corporation
  31. 31. 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 © 2012 IBM Corporation
  32. 32. 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 © 2012 IBM Corporation
  33. 33. 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 referencing33 © 2012 IBM Corporation
  34. 34. DEMO Lets see a quick demo ! http://ibm-931cf5a1b7d:7001/maximo/webclient/login/login.jsp34 © 2012 IBM Corporation
  35. 35. 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 devices35 © 2012 IBM Corporation
  36. 36. Questions? Thank you! Pedro Solfa Spadacini - Test Software Engineer © 2012 IBM Corporation