Supports work and asset management for Transmission and Distribution in: water, gas and electric utilities

1. © 2011 IBM Corporation
IBM Maximo for Utilities T&D
Terry L. Saunders, ISPM Industry Solutions Product Manager
IBM at Distributech 2012
Work & Asset Management

2. Building a smarter planet
© 2012 IBM Corporation
Maximo Capability Overview
 Asset Management
– Facilities, Operations, IT, Fleet and Infrastructure
– Assets, Locations, Failure Reporting,
Condition Monitoring, Meters
 Work Management
– Preventive, Corrective, Emergency, Condition-
Based Maintenance, Predictive, Projects,
Safety Plans, Work Hierarchies, Planning,
Status, Assignments, Actual Metrics
 Procurement Management
– PR’s, PO’s, Receipts, Invoices
 Materials Management
– Items, Storerooms, Inventory, Reorder,
Issues, Returns
 Contract Management
– Master, Purchase, Warranty, Lease/Rental,
Labor Rate
 Service Management
– Self Service Requests & Status Platform for
asset owners, asset managers and service
providers
 Next Generation Architecture
– MIF – Maximo Integration Framework
– J2EE Platform
– Standards-based,
– Service Oriented Architecture (SOA)
MAXIMO ASSET
MANAGEMENT

3. Building a smarter planet
© 2012 IBM Corporation
Maximo for Utilities 7.5 at a Glance
 CU (Compatible Unit) Library and Estimating – Standards based estimating
 Crew Management and Scheduling – provide full support for crews (a collection of resources
working together) from definition to close. Supports Maximo Scheduler for crews or individual labor.
 Meter Asset Management – full lifecycle management of revenue meters and other bulk assets
 Task prerequisites – accommodates planning and tracking of construction prerequisites such as
permits and collection of construction aid funds.
 Regulatory Standards – supports NERC/CIP requirements for tracking and monitoring assets.
 Integration Framework MIF – with additional interfaces for Maximo downloadable from IBM
Integrated Service Management Library:
 Mobile Work Force Management
 Graphical Design Tool
 Fixed Assets
 Web service for meter alarms
 Includes Maximo Spatial Asset Management 7.5
V i s i o n
E n h a n c e M a x im o t o s u p p o r t T r a n s m is s io n a n d D is t r ib u t io n
u t ilit y w o r k p r o c e s s in E le c t r ic , G a s a n d W a t e r .
S u p p o r t t h e d e s ig n , c o n s t r u c t io n , a n d a c c o u n t in g f o r n e w
u t ilit y in f r a s t r u c t u r e .
F u r t h e r d e v e lo p m e n t is n o w f o c u s e d o n s u p p o r t in g IU N /
S m a r t G r id f e a t u r e s f o r a s m a r t e r p la n e t , f u t u r e d e v e lo p m e n t
w ill e x t e n d c a p a b ilit ie s t o g a s a n d w a t e r s e g m e n t s a s w e ll a s
e le c t r ic t o m a x im iz e b u s in e s s o p e r a t io n s w it h a d v a n c in g
t e c h n o lo g y
T h e In t e g r a t io n F r a m e w o r k s u p p o r t s t h e c u s t o m e r
e c o s y s t e m o f s o f t w a r e p r o d u c t s t h a t s u p p o r t d is t r ib u t io n
m a n a g e m e n t ( O M S , D M S ) a n d u t ilit y o p e r a t io n s ( G IS , C IS )
O n ly v e n d o r in t h e le a d e r ’s q u a d r a n t in G a r t n e r ’s
A n a ly s is o f E n t e r p r is e A s s e t M a n a g e m e n t f o r T r a n s m is s io n
a n d D is t r ib u t io n
IB M d e v e lo p e d a n d m a r k e t e d M a x im o C U E f o r M a x im o
v 4
M a x im o f o r U t ilit ie s v 5 .2 w a s r e le a s e d in 2 0 0 4 w it h a n
in it ia l f o c u s o n C o m p a t ib le U n it E s t im a t in g a n d C r e w
M a n a g e m e n t w a s a d d e d in 2 0 0 5 f o r v 6
M a x im o f o r U t ilit ie s 6 .1 a d d e d p r o d u c t G IS in t e g r a t io n
t o A r c G IS s e r v e r s u p p o r t in g g e o s p a t ia l m a n a g e m e n t
c a p a b ilit ie s in a n a s s e t /w o r k m a n a g e m e n t s y s t e m
M a x im o f o r U t ilit ie s 7 .1 .1 is c u r r e n t ly a v a ila b le a d d in g
C P M f o r C r e w s a n d t h e S e r v ic e A d d r e s s a p p lic a t io n
s u p p o r t in g p r e m is e g e o - c o d in g
IB M M a x im o f o r U t ilit ie s S u p p o r t s D B 2 , O r a c le a n d S Q L
S e r v e r .
H i s t o r y
U t i l i t y c l i e n t s / d e v e l o p m e n t p a r t n e r s

4. Building a smarter planet
© 2012 IBM Corporation
Maximo
Base
Services
Auto Locate and Create
Find Assets, Locations, WO’s
and SR’s easily on a map to
Understand proximity and context
Polygon Selection Sets
Draw a specific polygon on a map
and select actions: create Work Oder/s
Inspections, etc.
Crew Management
A collection of resources
working together: Skills,
Crafts, Qualifications, Labor
and specific people,
vehicles and tools.
Supports Administrative work requirements
Identifying predecessor and successor
Relationships to required work order tasks
Such as an occupancy permit prior to
Energizing the site.
Task Prerequisites
Smart Meters as Assets
Asset Lifecycle Management
for Revenue Meters including:
Bulk receiving and Bulk Transfer
Revenue Meter Sampling
Sample Templates and Random
Sampling support for meters required
By Regulators, Report Status and
Store Test Results.
Redlining
Support
Map Redline draw tools
Supporting Export, Imports and
Query by Attributes
Primavera
Integration
Applicable to complex scheduling
requirements
ERP Integration
Standard SAP and Oracle
integrations available
EDM Integration
Standard FileNet
integration available
Integration products
complement
Maximo
Maps (GIS) in Maximo
Map Tab for Assets, Meters
Locations, Work Orders,
Service Requests
Meter Alarms
Web Service to capture specific meter
Alarms such as tamper or low battery
To launch work order to investigate.
Condition Monitoring
Integration SDK type support downloadable,
as is, from the ISM Library to assist with:
Mobile Work Force Management Integration
Graphical Design Tool Integration
Fixed Asset Integration for Unitization
Integration Framework ISM - SDK
Regulatory Tracking and Support
NERC / CIP
Asset Identification as Critical
Infrastructure or relationship to
Regulations. Work can be tracked
as job plans supporting regulatory
requirements and Inspections
on all related assets. Sabotage of
any asset can also be Identified
Crew Scheduler 7.1.1
Crew support to 7.1.1
Scheduler add-on product.
Maximo Spatial Asset Mgmt.
GIS Integration to Esri
ArcGIS Server
CU Compatible Units Library
Construction Estimating
Standards
CU Estimating
Design Standards for Construction
Estimate, comparison and selection
IBM Maximo for Utilities
Utilities T&D EAM Functionality

5. Building a smarter planet
© 2012 IBM Corporation
Maximo for Utilities CU Estimate Business Process
Create
Project/
Master Work
Order
Work
Order
Tracking
Identify Est
Requirements
Perform Site
Assessment
Create
Sketch/Design
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
Close Work
Compare To
Estimate
Report Actuals
Approve &
Execute WOs
Variance
NO
YES
Create As-Built
Estimate
Work
Order
Tracking
Work
Order
Tracking
Supply
ChainReserve
Materials
PR for
Direct Matls
Issue to WO
Financial
Property Unit set
In Service
Transaction to
GL

6. Building a smarter planet
© 2012 IBM Corporation
Maximo for Utilities CU Estimate Details
Provides foundation for the initiation, planning, scheduling, execution, and close of
construction work in a transmission and distribution environment.
Standards based estimating with multiple versions for each project to compare costs.
Provide audit capability for regulators to document how costs were estimated.
Support template estimates and the ability to perform high level estimates.
Supports configuration for accounting, overhead costs, site conditions, travel time,
customer contribution, use of outside contractors,
Automatically creates bill of materials.
Accurately estimates crew type or craft labor hours required to perform work.
MIF template interface available for graphical design tool.
Supports as-built estimates to be performed after work is complete.
The Work Order structure is generated from the CU Estimate
Version Status: Estimated  Quoted  Accepted  Work Order

7. Building a smarter planet
© 2012 IBM Corporation
Maximo for Utilities CU Estimate Sample Hierarchy
Compatible
Unit 1
Compatible
Unit 2
Estimate
Request
Overhead
Internal
Resources
Underground
Overhead
Contractor
Pole 1
Maximo Loc’n
Pole 2
Maximo Loc’n
Pole 3
Maximo Loc’n
A new estimate request is created for
each project.
Different versions can be created to
compare costs of different designs.
The filters facilitate copying an estimate
and re-estimating with different site
conditions (such as rock trenching).
Stations or design points are locations
where work is performed. These
points can be associated to a Maximo
location.
Compatible units are the basic
estimating units which contain the
labor, material and tool
requirements. See the compatible
unit library hierarchy.

8. Building a smarter planet
© 2012 IBM Corporation
Create design in a Graphical Design Tool that utilizes CU library.
Maximo can work with a Graphical
Design Tool. In this case the CU
Library would be integrated as
reference data between the two
systems. Once a Design Request is
created in Maximo, the Designer will
use the Graphical Tool to create
multiple versions of the Design.
Maximo will then provide estimate
information, and will also be used to
select the final version to send to the
Field Crews, via the Work Order.

9. Building a smarter planet
© 2012 IBM Corporation
Smart Meter Lifecycle
Truck
(Rolling Storeroom)
StockQuarantined
Meter Shop
Stock
Meter Random
Sample Test
Meter Shop
Storeroom or
Staging Area
Stock
Vendor Marriage
and Test Files
Status: Not Ready
Location: Meter
Shop
A
ASN File
Meter
Shipment
Meter Receipt Meter Marriage
Premise
Active
Left in Open
Sync
StoreroomMeter Shop
Needs Test
Truck
(Rolling Storeroom)
Needs TestNeeds Test
Meter Shop
Stock
Meter Inspection/Test
Meter Fails Test,
Lost or Obsolete
Retired
Lost
Obsolete
Meter End of Lifecycle
Storeroom or Metershop
Meter
Passes
Test
Storeroom
Stock
A
Service
Order
Service
Order
Meter
Installation
Meter
RemovalMeter
Shipment

10. Building a smarter planet
© 2012 IBM Corporation
Maximo for Utilities is Smart Grid Ready
 Maximo is a world leader in managing assets.
– Key business functions include estimating, purchasing, receiving, deploying, maintaining and retiring
all asset classes.
 New features added to support smart meters as a new asset class.
– Improve receiving rotating assets in bulk
– Improve issues and transfers by pallet number
– Store meter test results
– Define meter sampling templates
– Define meter sampling groups
– Create random sampling work orders
– Automate administrative functions that support dispatching of work orders
 Maximo also Supports “dumb” assets and Intelligent Distribution Devices
– Web Service receives meter alarms and posts to the asset record. Existing
functionality allows the user to define when a work order is automatically
created for the meter alarm.
– NERC/CIP enhancements allow better tracking of work and expenses related
to critical assets, work orders created for regulatory requirements and work
orders created for sabotage. Job plans can also be related to regulatory
requirements.

11. Building a smarter planet
© 2012 IBM Corporation
I B M M a x i m o S p a t ia l A s s e t M a n a g e m e n t
T h e c o r e o f t h e S A F E a r c h i te c t u r e s o f tw a r e s ta c k , s p a t i a l l y-
e n a b l e d w i th E S R I A r c G I S ®
I B M M a x i m oIB M M a x i m o ®® w i t h E S R Iw i t h E S R I A r c G I SA r c G I S ®® S e r v e rS e r v e r
f o r s e r v i c e m a n a g e m e n tf o r s e r v ic e m a n a g e m e n t
P e r f o r m a s s e t e d i t i n g a n d w o r k o r d e r s s p a t ia ll y ..P e r f o r m a s s e t e d i t i n g a n d w o r k o r d e r s s p a t ia ll y . .
E x t e n s ib l eE x t e n s i b l e –– e . g . , w o r k f o r c e r o u t in g , g e oe . g ., w o r k f o r c e r o u t in g , g e o -- s p a t ia l p r o c e s s in g . .s p a t ia l p r o c e s s i n g . .
G IS d ig it a l in f r a s t r u c t u r e d a t a is
t h e S y s t e m - o f - R e c o r d
G I S
G IS d ig it a l in f r a s t r u c t u r e d a t a is
t h e S y s t e m - o f - R e c o r d
G IS d ig it a l in f r a s t r u c t u r e d a t a is
t h e S y s t e m - o f - R e c o r d
G I S
New Style
Integration

12. Building a smarter planet
© 2012 IBM Corporation
Visualizing assets, locations, work orders, and service requests
 Map Tab added on Assets, Locations, Service
Requests, Work Orders and Service Address
 Service Address Application to support geo-coding
Maximo objects
 Auto Create Work Orders and Service Requests
 Auto Locate Work Orders and Service Requests
 New actions to create work orders and service
requests from the Assets and Locations. Users can
also return values to these applications from the map.
 Single click linking of Maximo Objects and GIS
Feature Classes
 Polygon selection sets with defined actions
 Redline draw tools & Query by Attributes
 GIS Administration to define map services by site
 Support for multiple geo-databases
 Support for Version Editing in “DEFAULT”
 Secured Map Services
IBM Maximo Spatial Asset Management 7.5
 Auto Locate added to Assets and Locations, also
added X, Y
 Enhanced auto-locate rules.
 Map Tips can be extended with links to Maximo
and Esri dialogs
 Map Tab context persists on tab changes
 Improved Red-line Tools and added Export, Import.
 Added Labeling for Auto-locate
 Improved Map Load Performance
 Added Extended Map Taps to expose core Maximo
Data on the map
 Support for external Map Services (Bing,
OpenStreetMaps and ESRI On-Line)
 Support ESRI ArcGIS Server 10.0SP1 and related
products

13. Building a smarter planet
© 2012 IBM Corporation
Support for external map services Bing, OpenStreetMaps, and Esri
13
1. WO/SR’s plotted using Auto-locate
2. Map Manager tab with configuration for labels
3. Update GIS List works
4. Auto-Locate Labels
More Information:
Public Maps
Deploying Spatial without Esri ArcGIS Server using Public Map services - Esri REST API is required

14. Building a smarter planet
© 2012 IBM Corporation
Maximo for Utilities is Smart Grid Ready
IBM passed the first interoperability test for part 6 by creating a web
service to receive a request in the CIM format. This web service
creates a work order and responds with the new work order number.
The web service also supports work order updates.
This work and the instructions to deploy it will be made available on
Service Management (ISM)
https://www950.ibm.com/communities/service/html/communityview?communityUuid=59c1123b-0353-458e-a719-b002d84108d5
Support for Common Information Model CIM 61968 part 6
More and more customers request CIM Support

15. Building a smarter planet
© 2012 IBM Corporation
IBM Maximo for Utilities Summary
 Supports work and asset management for Transmission and Distribution in:
water, gas and electric utilities.
 Helps increase asset and resources effectiveness by providing a platform to support all types of
asset classes and all types of work in water, gas and electric utilities.
 Create detailed estimates with Compatible Unit Estimating (CUE) and a multilevel compatible unit
library
 Manage crew type and crew makeup with enhanced crew management while tracking labor skills
and certifications
 Includes Maximo Spatial to support map-based user interface built on ESRI ArcGIS technology
which interoperates with other GIS systems
 Integrated work and asset management functionality on a modern, J2EE standards based platform
including supply chain management, contact management, and SLA.
 Support smart grid by tracking smart meters and new asset types such as head-end equipment in
Maximo.
 Supports Regulatory Tracking and Reporting: NERC/CIP - by identifying critical assets and work
orders associated with regulatory requirements.
 Web service to receive meter alarms from MDM

16. Building a smarter planet
© 2012 IBM Corporation
Product Discussion Disclaimer – General Product Direction
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

17. Building a smarter planet
© 2012 IBM Corporation
U t ilit ie s In d u s t r y S o lu t io n F u t u r e D e v e lo p m e n t
F u tu r e
• C o n s t r u c t io n E s t im a t in g A p p lic a t io n
s t r e a m lin e d v e r s io n o f C U E
• C U s d ir e c t ly o n W O – e s t im a t in g
• C r e a t in g A s s e t s fr o m C U 's
• M a p T a b a d d e d t o C U 's
• M W M M o b ile W o r k M a n a g e m e n t
• D is p a t c h a n d R o u t in g – M W M
• A s s e t C o n v e r g e n c e - S m a r t A s s e t s
• C o n t in u e d C r e w S u p p o rt fo r
S c h e d u le r R e le a s e s
• A d d it io n a l S u p p o r t fo r N E R C C IP
• M e t e r e v e n t t r a c k in g – T a m p e r
• G a s L e a k M a n a g e m e n t & 1 9 2
• G r a p h ic a l C r e w A s s ig n m e n t
• W O C r e d it in g & U n it R e p o r t in g
• L B S L o c a t io n B a s e d S e rvic e s
– A V L A u t o V e h ic le L o c a t o r
• N e t w o r k T r a c in g
• C a p it a l W o rk P la n n in g F o r e c a s t in g ,
• T D A d a p t o r fo r C IS & O M S

18. Building a smarter planet
© 2012 IBM Corporation18
Questions & Discussion
Our world is becoming
INSTRUMENTED
Our world is becoming
INTERCONNECTED
Virtually all things, processes and ways of working are becoming
INTELLIGENT
Terry L. Saunders
Utilities Industry Solution 550 King Street
Product Manager Building LKG1 – A2523D
Tivoli Maximo Development Littleton, MA. 01460
Tel +1 978 899 2627
terry.saunders@us.ibm.co m Mobile 1 617 513 0347
Terry L. Saunders
Utilities Industry Solution 550 King Street
Product Manager Building LKG1 – A2523D
Tivoli Maximo Development Littleton, MA. 01460
Tel +1 978 899 2627
terry.saunders@us.ibm.co m Mobile 1 617 513 0347