Field Workforce Management with MaximoAlex Sanders

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Scheduling, optimizing and assigning field technicians (daily, weekly, mid and long range)

Complete Mobilization of Technician to preform end to end task.

Ability to receive work requests from the field on a mobile devise

Field Supply Chain Management – Tools – Materials – Parts Management

Support all task/work models: reactive dispatch; routine maintenance; inspections; preventive; condition-based; predictive; prescriptive

Routing and Route Optimization with directions and real-time traffic

Supporting online/offline maps and customer specific map GIS data

Project Management, Status and Results Reporting with Analytics

Support a Mobile Application User Experience with Mobile Work Flows

Weather Forecasts and real-time conditions which may effect work locations and field assignments

Field Workforce Management Requirements

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Field Workforce Management Roles We Cater To

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Field Workforce Management with Maximo

Scheduler/Scheduler Plus• Forecast and schedule work• Incorporate weather data• Optimization of work via resource

leveling or capacity planning

Planning of Work

Maximo Asset

Management

Assignment of WorkMapping of Work

Completion of Work

Scheduler/Scheduler Plus• Optimize resource assignment

based on geolocation, craft, skill, weather

• Monitor work and adjust based on real-time field progress

• Plan and schedule appointments

Spatial/Anywhere• Optimization of work route on an

Esri/Google/Bing map along with turn-by turn directions displayed on a mobile device

• Incorporate real-time traffic

Anywhere• Technician receives work

orders in the field• Provides real-time status

updates to dispatcher and the back-office

• Receives weather alerts/notifications

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Advanced use cases being requested by clients• Ability to schedule customer appointments

• Match customer's location and requirements with technician's skills and availability to schedule a service appointment

• Model a complex project plan using real world interdependencies of tasks• A plant turnaround requires many dependent actions to shutdown the location, perform project

work, and re-start the location to bring it back to an operational stage

• Ensure resources with right qualifications assigned to work with special reqs.• Supervisors need to ensure that technicians have valid certifications to do the work

• How do the current traffic conditions effect work in progress?• Incorporate real-time traffic conditions to better route technicians to their work locations

• Handle large volumes of data• Many Maximo clients require the ability to manage a heavy volume of work orders be it for

shutdowns, turnarounds, outages, or for dispatching field technicians

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Appointment booking• Make customer appointments within a schedule window• Customer notifications – cancel / reschedule

Managing large projects• Model complex work order network dependencies• Highlight critical path, % complete

Weather integration• Incorporate weather data into planning/scheduling and dispatching• Weather alerts / notifications

Dynamic dispatching• Auto refresh, re-optimization based on real-time progress• Incorporate real-time traffic conditions

Scheduler PlusOffers the following in addition to Maximo Scheduler

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Maximo Scheduler: Work Mgmt. Tool Embedded in Core Maximo

Maximo Scheduler

Maximo Asset Management

iLogDOC

• Add-on product to Maximo EAM, code embedded in core Maximo therefore a single install

• Requires a separate license purchase

• Includes integration adapter and optimization engine and models

• Optional: if clients choose to use the optimization capability, DOC server (included w/ Scheduler license) installation OR subscription to doCloud is required

DOC 3.9

• 7.6.0.9 fix pack level

doCloudor

2 Optimization options available

Optional

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Scheduler Plus – Also Embedded in Core Maximo

• Built on Maximo Scheduler

• Code embedded in core Maximo therefore a single install

• Available On-prem and via SaaS

• Requires a separate license purchase (license includes Maximo Scheduler functionality)

• Includes the optimization models

• Optional: if clients choose to use the optimization capability, DOC server (included w/ Scheduler Plus license) installation OR subscription to doCloud is required

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Maximo Scheduler Plus 7.6.7(includes Maximo Scheduler)

Maximo Asset Management 7.6.0.9

iLogDOC doCloudor

2 Optimization options available

Optional

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Role Based Applications in Maximo Scheduler

Application Roles

Graphical Scheduling Planners and Schedulers

Graphical Assignment Supervisors and Dispatchers

Graphical Assignment - Repair Facility Repair Facility Managers

Graphical Crew Management Supervisors

Everyplace Mobile Templates Supervisors and Field Technicians

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Role Based Applications

Application Roles

Graphical Scheduling^ Planners and Schedulers

Graphical Assignment^ Supervisors and Dispatchers

Graphical Assignment - Repair Facility Repair Facility Managers

Graphical Crew Management Supervisors

Everyplace Mobile Templates Supervisors and Field Technicians

Graphical Appointment Book Customer Service Representatives

Graphical Scheduling – Large Projects Planners and Schedulers

Scheduler Plus further enhances the Scheduler applications as well as offers two new applications

^enhanced by Scheduler Plus; available with Scheduler Plus only

Maximo Scheduler Plus Highlights

Managing Complex ProjectsUse Case -

Joe, the Planner, generates work orders from many job plans to make up one project; which may include an isolation/shutoff of a complex asset, multiple subassembly tasks such as replacement, firmware updates, PM work and lastly a return to service of the complex asset.

While planning a plant shutdown 100s to 1000s of tasks need to be completed in a specific order. For example Task 3 under Work Order 1 must be completed before Work Order 2 can start.Joe pulls all this work into a schedule and graphically links the relationships between these various tasks to allow minimum down time and maximize productivity by allowing work to be started as soon as its prerequisites are satisfied.

He views the highlighted critical path of the network of dependencies and focuses on the important activities that have the biggest impact to the schedule finish. He then tracks the overall progress by looking at the percent complete data to ensure that things are moving as planned and starts the process of alerts and notifications on any exceptions he identifies. Furthermore, the Schedule Dashboard provides him a snapshot of all the important project KPIs which his management can also use to track the project’s progress. 12

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Graphical Scheduling – Large ProjectsAbility to bring in large numbers of records

Introduces server side paging, sorting, filtering etcetera in order to accommodate large projects with a high record volume

Similar to Graphical Scheduling, but a few changes to accommodate the same work on the server side

Managing Complex Network Dependencies

- Build linkages across work orders and tasks- Enables minimum down time and maximize productivity by allowing work to be started as soon as its

prerequisites are satisfied

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Highlight Critical Path

Backward pass calculates the late dates and float to determine the critical path, allowing users to focus on the important tasks that drive the schedule finish date

Filter to just the critical path at the push of a toolbar icon

Choose your color to denote criticality

FilterBackward pass

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Percent Complete

Enter – calculate – summarize – and review the completion status of work

• Enter the physical % complete directly into the activity table

• Calculate the actual labor % complete• Calculate work order completion by

tasks

Summarize by time, or by the average of the % completion in the roll-up

Visualize at a glance in the Gantt chart and activity table

Note: available in GS and GS-LP

In Line Editing

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Schedule Dashboard

How are my projects doing?• Totals of all the Schedules the user has access to view

• Cron to run calculations in off • Quick Filter and Column Filtering• Print• Download to Excel • User selected columns to display

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Automatically refresh the dispatch view to show the latest progress and work details as they are posted.

Re-optimize the in-progress work list to reflect ongoing changes to the plan for optimal crew routing

Dynamic Dispatching Use Case -

Tim, the field technician, is on his daily route that was optimized by Maximo Scheduler. A new emergency has come in and Frank, the dispatcher, identifies Tim as the most appropriate person to assign this work to in the work zone that Tim covers.

Frank makes the assignment and Scheduler Plus automatically re-optimizes the remainder of Tim’s day so he can continue to accomplish priority work and return back on time.

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Video of Dynamic Dispatch

Appointment BookingUse Case –

John calls his local utility provider to request service.

Liz, the customer service representative, looks up John’s address and selects the appropriate Job Plan for the required work. She looks up available appointment slots based on staffing and other commitments made. Liz, while also considering the weather forecast, provides John a few dates to choose from.

Liz and John book Wednesday 10 AM. (The appointment can be rescheduled, if required).

This process automatically creates a scheduled work order for John’s premise and is ready for a Supervisor to assign technician(s) to.

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Automatically notify customer of appointment, cancellation, reschedule and ETA. Improve customer service.

Appointment Booking – Email Communication

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SMS Text Communication

Weather Alerts• Type of Alert and its time frame• Work Orders associated to you that are effected

Appointment Confirmations• Initial confirmation of appointment• Reschedule• Assignment of technician with time

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Option for text communication in addition to email

Weather Integration (Graphical Scheduling)

- Planners can assure that work is completed on time without an adverse weather impact- Pick what you want displayed in the tool tip (both front and back), from over 50 weather data points- Similar integration available for the Graphical Assignment application

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Weather Alerts• See active weather perils on schedules, appointments, and maps• Respond by adjusting the work schedule to ensure employee safety. Email notification to work owners

and techs of weather events automatically

Work view:

Appointment Book:

Dispatching:

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Roadmap SchedulerScheduler Plus

Project Management Enhancements- Gantt chart record grouping- Saved and conditional layout

Optimization- Resource Leveling on a single craft, Performance, Large project optimization

(buckets)

Appointment Booking- Resource dependent windows

Graphical Assignment & Graphical Scheduling- Heat map for resource load/availability view

Graphical Resource View- Calendar w/ shift totals and bulk edit

UX Enhancements- WO/task creation from the Gantt- Inline editing

Publish to 3rd party calendars

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. .

Maximo Anywhere Highlights

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Maximo Anywhere Overview

Connected, Unplanned and Planned Offline support

Ready Apps + Extensible Platform

Major Mobile OS - iOS, Android, Windows Tablet

Available On-Premise and as SaaS

Available in 19 languages

Maximo Based Administration

Maximo Mobility Solution from IBM

Maximo Anywhere Release

GA Date Q4 2013

• 7.5

Q3 2014

• 7.5.1

Q2 2015

• 7.5.2

Q1 2016

• 7.6

Q3 2016

• 7.6.1

Q2 2107

• 7.6.2

Q4 2017

• 7.6.2.1

Q2 2018

• 7.6.3

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Platform Features - available with every Anywhere App

Camera and Voice to Text

Barcode/ QR Code support

RFID support

GPS Support

Push Notification

Attachments

E-Signature / Real Signature

Error Handling

App Version management

Online and Offline Map Support

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Out of the Box Ready Apps

Work Management

Work Execution

Inspection

Approval

Service Request

Inventory Management

Physical Count

Issue & Returns

Transfer & Receiving

Asset Management

Asset Data Manager

Asset Audit

Industry Solutions

Work Exec forCalibration

Incident Reporter (O&G, HSE)

Work Exec for Complex Assets (ACM/ Aviation)

E Flight Log Book (Aviation/ACM)

Operator Rounds(Nuclear)

Maximo Based Anywhere Administration Application

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Maximo Based Anywhere Administration Application

List Data: Create & manage queries Lookup Data: Control/limit data

downloaded to device Settings: App level enablement settings Notification Events: Push Notification Global Properties: All app level settings,

like control attachment download limit…

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Data Download Modes

Asynchronous download of lookup data. Retry Capability based on

Tracking lookup/system data failureSelective refresh data capability

based on DeltaAuto sync capability in

background based on Settings

Data Download Enhancements

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Accessibility Support

Undo ProcessNew Setting to allow

Administrator to Control Undo process

Simplified Build and DeployConfigurable option to do a

Web Build for Android and iOS Simplified build when there are

no Native changesEliminates need for Android or

iOS SDKApp get the updates Over the

Air (OTA)

Platform Enhancements (Contd.)

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MobileFirstServer

MobileFirst Foundation Platform

MobileFirst Console

MobileFirst Application Store

2Download / Install

3

4

Check for update

Update web resource

1Distribute

End Users

App Changes – Web Build and Deploy

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•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. .

Faster Time to Value

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All 9 apps already available on Apple App Store

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All 9 Core Apps on Google Play Store

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Platform level Capability Out of the box in Work Execution App Configurable to support Organizations Privacy Policy

Work Execution App Geo-Location Capabilities• Capture User geolocation on clicks of Start/Stop timer• Configurable to capture Geo-Location periodically• Attached to Labor Crew record • New Action to capture and update the X/Y Service

address coordinates • New setting to automatically captured X/Y Service

address coordinates during Workorder creation

Geo-Location Support

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Advanced Map Capabilites – Map Manager

• Enhanced Map Manager to handle all Anywhere specific configurations - Offline areas, Layer filtering and Offline map estimation.

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Advanced Mapping Capability – Online and Offline Maps

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Map View

of Work

Offline Maps

• Map View of Work - Online and Offline with GIS data• Ability to Download and Switch to Offline Map

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Advanced Map Capabilities

• Identify Action on GIS features to display feature attributes from GIS system• Updates the Asset associated with the Workorder from Identify menu

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Ability to control their offline capability in poor connectivity areas and synchronize data when good connectivity available on device.

End Users can chose type of network connection for Anywhere - wifi, cellular (3G/4G), or any other.

When users are working in offline mode it boosts the overall performance of Anywhere application as it reduces networks related calls drastically.

All types of Connection Only WIFI Connection Only Cellular Connections

Connection management

UI / UX Improvements - New Skin

• New User interface look and feel with new skin– Constance look and feel with rest of Maximo

• Colors • Icons • Style Fonts • Screen Layout improvements

– Improved usability on user action on clicks of the links , icon , images.

• Redesign icons for intuitive usability, icons are replaced with .svgextension which provides faster loading process on Screen Layout improvements

All Maximo Anywhere Applications inherited new look and feel.

UI / UX Improvements – Split Pane

• Split Panes User interface improves the productivity of the users for quick actions on the application.

• Out of box Split Panes is implemented for WorkExecutionapplication

• Application feature properties available to enable Split Panel user interface on the device for the application. Out of box split panes feature is disabled for workexecutionapplication.

• ##Property to enable Split Pane. This property controls if the app runs in split pane mode.

• #If true and the app xml enabled for split pane then for bigger screen sizes aplit pane will appear.

• #If false, even if we have configured app xml for split pane; app will not render in split pane mode even for bigger screens.

• splitpane.enabled=false

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• Device Level Performance Improved by 20+%

• Improved Navigation time between screens• Overall Memory Utilization Improved • Overall Storage Utilization Improved • Overall Device Request and Response processing improved from Maximo server.

Maximo Anywhere 7.6.3 - Performance Improvements

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Continued Investment in the ProductLocation Based Services and Advanced Map Capabilities

Map Manager Enhancements Enhanced map control Query and Modify work on a map Linear Asset Management

Application Enhancements

Updates to current applications Time Sheet Reporting Request Material Inspection Enhancements

•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 d ib d f d t i t l di ti

Industry Solution Applications

Nuclear Industry Solution Oil and Gas / HSE Industry

Solution Utilities Industry Solution

Platform

OS Currency Style and Usability Enhancements SSO -Additional Authentication Support Windows Universal

Configurability Tools Performance Improvements Deployment Simplification Language Support

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Questions

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