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ESRI UK User Conference 2011 Enabling maintenance of complex asset structures

ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

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Page 1: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

ESRI UK User Conference 2011 Enabling maintenance of complex asset structures

Page 2: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Presentation Overview

– Background

• IBM Maximo Asset Management

• Maximo Spatial

• Vetasi

– Recent Project

• South Staffordshire Water Plc

Page 3: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Maximo Solution Suite

Utilities Life Sciences Nuclear Power

Oil & Gas

Industry Solutions

Transportation Government

Maximo

Maximo Asset Management

Maximo Essentials

Mobile Work Manager

Mobile Inventory Manager

SAP ERP Adapter Adapter for MS

Project

Oracle ERP Adapter

Adapter for Primavera

Compliance Assistance Documentation

Maximo EveryPlace

Linear Assets

Calibration

Add-On Solutions

Asset Navigator Asset Configuration

Manager

Spatial Change & Corrective

Action Mgr

SLA Manager

Service Provider Maximo

Scheduler

Archiving with Optim

Maximo for Energy Optimization

Tivoli Asset Management for IT

Mobile Asset Manager

Page 4: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Maximo Asset Management

Page 5: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Benefits

• Improve return on assets

• Decrease costs and risk

• Increase productivity

• Improve asset-related decision making

• Increase asset service delivery responsiveness and revenue

• Facilitate regulatory compliance efforts

• Lower total cost of ownership

Page 6: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Maximo Spatial

• Off-the-shelf integration

– IBM Maximo + ESRI ArcGIS Server

– Spatially enable any application within Maximo

Page 7: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Maximo Spatial Architecture

7

Web Server

Published

Map, Data, GP Services

REST API

Application Server

ArcGIS Server

Geodatabase

ArcObjects

HTTP

Web Server

Application Server

Web Client

J2EE Maximo

Maximo

Servlet

Maximo Objects

Page 8: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality • Identify tool

– Easily identify GIS features

– View attribute information

Page 9: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Map Contents (Layers)

– Show / Hide Features

– Change opacity for layers

Page 10: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Draw and Measure Tools

– Annotate maps with text, dimensions, etc

Page 11: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Export Image / PDF

– Produce PNG images and PDF’s, which are automatically attached as Maximo documents

– Useful when annotating maps!

Page 12: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Overview Map

Page 13: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Selection Tools

– Select by Point, Extent, Polygon

Page 14: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Query by Attributes

– Simple and Advanced options

Page 15: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Result set

– Selected results displayed in a dialog

– Able to see linked / unlinked

Page 16: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Update GIS / Application / Merge

– Ability to search in Maximo, GIS or both

Page 17: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Manual Linking

– Able to associate GIS features with Maximo records manually. Once click action!

Page 18: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Map Functionality

• Edit Tools

Page 19: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Additional Functionality • Auto-Locate

– Temporary representation based on feature class of related locations, assets and service address. (No need to link every Maximo object to a feature class to visualize on the map).

Page 20: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Additional Functionality • Service Address

– Provides ability to capture address information and associate with WO/SR/Assets/Locations

– Freeform or structured address usage, based on configuration

– Geo-coding

Page 21: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Additional Functionality

• Site Configurations – Multiple Maximo sites, multiple GIS

– Ability to present different data to different users based on locality or role

ESRI ArcGIS

IBM Maximo

Page 22: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Additional Functionality

• Security – Ability to control access to GIS data and functionality using standard

Maximo security applications

Page 23: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Additional Functionality

• Editing GIS attribute data

– Configure Maximo to display GIS attribute data within Applications

Page 24: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Additional Functionality

• Spatial Cron

– Able to automate and schedule processing of GIS data - assets and locations

– Create Maximo records based on GIS data

– Link Maximo records to GIS features

Page 25: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Benefits

• Visualize spatial relationships among managed assets and other mapped features

• Seamless user experience; work management users able to access GIS from within Maximo

• Improves work planning and analysis needs whilst eliminating the need for data duplication

• Create efficiencies in business processes and improves communication

Page 26: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Benefits

• Real-time integration

• Leverage investment in GIS

• Enhanced decision making; access to external spatial data sources, via ArcGIS

Cell Phone Coverage Valve Trace Communications Tower

Page 27: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

About Vetasi

• AAA Accredited IBM Business Partner

• Largest Maximo Business Partner in the UK

• Extensive experience in many industries – Service Provider, Oil & Gas and Utilities

• Recent projects in the utilities industry include: – South Staffordshire Water

– South East Water

– Northern Ireland Electric

Page 28: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

A few of our customers...

Page 29: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

South Staffordshire Water

Page 30: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

About SSW

• Supply drinking water to 1.25 million people

• Approximately 36,000 commercial customers

• Operate over 1500 square km in the West Midlands, South Staffordshire, South Derbyshire, North Warwickshire and North Worcestershire areas.

Page 31: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Project Summary

• Replace legacy enterprise asset management system with IBM Maximo Asset Management. – Utilities industry solution

– Spatial add-on solution

– Mobile solution (Syclo)

• Integration – Legacy GIS (not an ESRI product)

– Many others

• Leakage, Payroll, Financial, Call Centre, Developer Services

• Enterprise Service Bus

• New ESRI customer; implement ArcGIS

Page 32: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Project Current Position

• Production Phase (over ground assets)

– live since April 2010

– Includes mobile solution (Syclo)

– Integration • Financials

• Payroll

• Distribution Phase (under ground assets)

– Currently in user acceptance testing

– Planned go live June 2011

Page 33: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

A few of the challenges...

• Legacy GIS – Primary GIS for asset and location data, but not for work management

or service management data.

• Maximo, non-spatial location hierarchy

• Auto-creation of GIS features

• Retrieval of GIS data

• Public highway notices

Page 34: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Maximo, ArcGIS & Legacy GIS

• Maximo Spatial

– Pre-built solution, integrated with ArcGIS Server

MaximoArcGISEnd Users

Maximo Spatial

Page 35: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution - Maximo, ArcGIS & Legacy GIS

• Inbound (relative to ArcGIS)

– Asset and location feature class data

– ArcGIS Data Interoperability (ETL)

– Nightly Process

• Outbound

– Feature attribute data

– Enterprise Service Bus

MaximoArcGISEnd Users

Enterprise Service Bus (ESB)

Legacy GIS

Feature Class Data

Attribute Data

Page 36: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Location Structure

Company

Water Supply

Zone

District Meter

Area

Assets

District Meter

AreaDistrict Meter

Area

Water Supply

Zone

Assets Properties Properties

Assets Assets

Page 37: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Maximo Location Hierarchy

• Maximo contains a traditional, non-spatial location hierarchy.

• Provides key work management functionality – Supports users who are not spatially enabled

– Assets placed into locations

– General ledger account construction

– Cost roll-up

Page 38: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Administration

• Boundaries maintained within GIS

• Must preserve Maximo functionality – Assets within the correct location

– Location structure

• Not feasible to manually manage this activity manually – Over 1 million records

Page 39: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution – Automated Process

• Introduce an automated process – Periodically compare the data in Maximo and ArcGIS

– Utilise ArcSDE functionality

– Where there is a discrepancy, treat ArcGIS as the master and update Maximo.

• No user intervention

• Consistent hierarchy structure

Maximo ArcGIS

Page 40: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Auto-Creation of GIS Features

• Automatically create GIS features, based on service management and work management activities – Service Requests, Work Orders, etc

• Sources of data – Maximo itself; direct data entry

– External systems

• Call centre, developer services, leakage

• Mobile solutions

• Complex business logic

• Must be easy for the business to maintain

Page 41: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution – Escalation & Workflow

• Capture logic in escalations and work flows

– Easily edited by an Administrator within Maximo; no programming

Page 42: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution - GIS Workflow Tasks

• Custom work flow tasks

– Create features based on easting / northing information

– Create features based on existing GIS features; assets, locations or addresses.

– Achieved via ArcGIS integration; ArcSDE and ArcGIS REST

Page 43: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution - GIS Data Retrieved

• Work order attributes – Planning Area, DMA

• Work order lifecycle – Events trigger outbound integration messages to the ESB and other

systems; approved, in progress, complete, etc.

– Feature geometry included in the outbound message

• Achieved using the ArcGIS REST API

MaximoArcGIS

Rest API

Enterprise Service Bus (ESB)

External Systems

Page 44: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Public Highway Notices

• Legislation exists for street work activities

– Aims to co-ordinate street work activities, benefiting street authorities, work undertakers and road users alike.

Page 45: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Previous Process

• Feedback provided

• Notice requests submitted to a ‘street works’ team

– Various formats; paper, word documents, print-outs from a legacy work management system, etc.

• Work planned by various business units

– Spatial data gathered from various sources; legacy GIS, customer billing system, field devices, etc.

• Notice requests processed manually

– Typed into 3rd party system

– Co-ordination required; submissions must be received before a specific time each day, then be processed on that day

Page 46: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Process Issues

• No consistency in the quality of data being submitted – All of the various sources, the various methods, etc.

• High volume of communication – Resolving data issues

• Duplicate data entry – Time consuming and potentially error prone.

Page 47: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution – capture spatial information

• Move all work management activities into Maximo.

• Utilise the ArcGIS map API to capture information

Page 48: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution – Notice Application

• Notice application within Maximo – Single point of data entry.

– Validated data

– Reduced communication between parties.

Page 49: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution - Integration

• Integrate the Maximo system with third party notice system

• Maximo communicates with ArcGIS to extract related spatial data, via ArcGIS REST API

Maximo

ArcGIS

3rd

Party Notice

System

End Users

Page 50: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Solution – single click (almost)

• Users able to create notices directly from the work order application

– Filter and tag spatial work orders, click ‘Create notice(s)’

– Complete notice details and approve

Page 51: ESRI UK User Conference 2011 - vetasi.com · –Mobile solution (Syclo) • Integration –Legacy GIS (not an ESRI product) –Many others •Leakage, Payroll, Financial, Call Centre,

Paul Taylor

Senior Consultant

Email: [email protected]

Twitter: @paultuk

Web: http://www.vetasi.com

Tel: +44 (0) 1784 410 410