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Maximo 7.5 New Features and Pricing Model Facing the challenges of Physical Asset Management on a Smarter Planet...

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Page 1: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Maximo 7.5 New Features and Pricing Model

Facing the challenges of Physical Asset Management on a Smarter Planet...

Page 2: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Maximo 7.5

• Areas of Focus • Development Process • Release Content • Fix Pack • Upgrade • Additional Pulse Presentations

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2. Return on Investment • Automation Scripts

• Application data Import/Export

• Enhanced Migration Manager

• Usability & Performance

• Additional Configuration

• Lower Cost of Implementation

• Lower Cost of Ownership • Easier to configure & support

3. Continued Leadership and Innovation in EAM

• Enhanced Work & Asset Management

• Linear Asset Visual Control

• Deep Vertical Functionality

• Improved End-User interaction

Major Areas of Focus

1. New & Enhanced Supply Chain Management

• PO/PR/RFQ/Invoicing

• Inventory/Receiving

• Expanded Capabilities

• Customer Driven Requirements

•Satisfy Functional gaps

•Improved Usability/Maintainability

•Address Integration/ERP

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Page 4: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Development Process

• Agile Methodology • Iteration based, four week sprints • Team based development • Immediate consumer feedback

• Built on 7.1 • Stable base • Upgrade uses DBUpdate, not Upgrade Utilities

• Beta Program • Hosted in a cloud by the beta team in India • 30 client companies & business partners, appx. 200 unique postings • Global coverage with cross-industry representation

• North America, Asia, Middle East & Europe • Post Release

• Quality improvement: 70% decrease in APAR/Customer

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Page 5: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Release Content

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Page 6: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Expanded Footprint

Asset Management

KPIs / Reporting/ Ad-hoc Reporting / Cognos Integration

Work Management

Materials Management Purchasing

Locations • Repair Facilities Asset Asset Templates Failure Codes Linear Assets • Visual Control Condition Monitoring Meters Meter Groups

Request for Quotation Receiving Receiving Inspections Shipment Receiving Purchase Requisitions •Invoices • Invoice Reversals Purchase Orders • Revisioning • Receipt Tolerance Desktop Requisitions

Item Master Storerooms Inventory •Inventory Usage •LIFO/FIFO Costing • Consignment • Transfer via Shipment • Default Costing Condition Codes Stocked Tools Service Items

Job Plans • Revisioning Routes Service Requests Work Order Tracking •Assignment Tab •Hard/Soft Reservations •Repair Facilities Safety Quick Reporting Labor/Crafts Tools Preventive Maintenance • PM Forecasting Master PM Assignment Manager

Enhanced Workflow – Event Driven, Context-based / Escalation Manager

Contract Management

Purchase Contracts Master Contracts Warranty Contracts Lease/Rental Contracts Labor Rate Contracts •Premium Pay Rates Payment Schedules

Service Management

Service Groups SLA Management Change Management •Incidents •Problems •Changes •Releases •Solutions

Security/Administration/Configuration – Automation Scripts, Migration Manager

Integration/Web Services – Import & Export direct from applications 6

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Enhancement Areas

• Supply Chain Management • Materials Management • Purchasing • Receiving • Invoicing

• Work and Asset Management • Work Order • Job Plan • Repair Facility • Assets • PMs

• Additional Functionality • Usability

• Improved Efficiency • New Skin

• Reporting • System Configuration and Framework

• Maximo Integration Framework (MIF) • Migration Manager • Scripting

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Page 8: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Supply Chain Management

• Materials Management • Item Master – Add ‘true’ stocked/non-stocked item support • Inventory Usage – Add a ‘statusable’ document for issuing and

transferring items • Issues and Transfers – Transfer via Shipment • Issues and Transfers – Hard/Soft material reservations • Inventory Costing Enhancements (LIFO, FIFO, Consignment)

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Page 9: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

Supply Chain Management

• Purchasing • PO Revisioning • PR/PO/RFQ/RECEIPTS/INVOICE – View entire supply chain • Item Master, PO – Tax exempt items • RFQ: Allow item comparison in base currency

• Receiving • Receipt Tolerances • Add functionality for returning received services • Support for voiding a receipt. (ie: cancelling a receipt line) • Returning Assets - User can select which assets to return

• Invoicing • Ability to create invoice reversals • Enhance ‘Copy PO Lines’ dialog box • Add functionality for setting the date to derive the financial period • Default Table for Invoice Lines

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Work and Asset Management • Work Management

• Work Order Tracking – Additional Cost information displayed in the work order

• Work Order Tracking – Add visibility for storeroom materials on backorder

• Assignments tab added to Work Order app • Job Plan Revisioning • PM Forecast tab added to app • Repair Facility - allow users to insert work orders for assets from any

site • Decoupling Owner and Owner Group

• Asset Management • New Asset Template application • Asset list from Template

• Visual Control for Linear Assets

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Additional Functionality

• Chart of Accounts • Date ranges for account validity • Different GL account structures per Organization

• Labor Contracts • Premium pay rates on labor contracts

• Organizations • Support multiple addresses per site

• Person • Associate multiple commodity codes with a person record

• Security • Enhanced log on rules

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Additional Functionality

• SLA and SLA Groups • Included in core Maximo

• Escalation • Ability to consider calendars and shifts when calculating escalation

points.

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Usability • Returning to List Tab maintains Record focus

• After editing an record going back to the list tab will return to the edited record

• Field Validation option • Performed in background allowing the user to continue data

entry • Set as default at system level

• Rich Text Editor for Long Description and Com Templates • Supported by BIRT reports

• New Skin • Improved Date Entry

• Quicker and easier to select values • Browser Zoom in/out • Help moved to Info Center format

• Content based. 13

Page 14: Maximo 7.5 New Features and Pricing Model - vetasi.com Extracting... · Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records,

External Report

Integration

V7 Reporting

Open Database Platform

Business Objects XI Enterprise

BIRT

(free)

Integration Integration

DB2

Tivoli Common

Reporting

(free)

Integration Embedded Externalized

Cognos Reporting 8

Integration

Maximo Open Report Architecture

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Reporting BIRT Enhancements 1. Ad Hoc (QBR) Report Editing 2. Direct Print Updates 3. Emailing reports via Links 4. Rich Text formatting 5. Report Password Security Enhancements – Report Designer 6. Report Password Security Enhancements - Importing 7. Individual Report Updates – Retired and New Reports 8. Report Schedule Limits 9. Report Logging 10. IBM Initiatives – Error Codes Report

Cognos Enhancements 1. Direct Access to Cognos Portal 2. User Friendly Cognos Package Names

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Maximo Integration Framework (MIF) • Application-based Importing/Exporting

• Enables importing and exporting of data directly from an application such as Assets or Work Orders.

• Event Propagation • Ability to recognize events from child objects within an object structure.

• Web Service support via the application server container • Incorporate the deployment of web services to Application Server Web

Service Container by means of JAX-WS standard. • Support for application authorization

• Support the existing application authorization that is configured for User Groups.

• BIDI support • Support the conversion between the Maximo BIDI format to an

external BIDI format for both inbound and outbound messages • Migration of WS Configuration

• Enable the migration of web service configuration between Maximo instances.

• Support exporting/importing Web Service Interaction definitions • New Migration Manager Groups and Object Structures

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Development support features • These features are intended to better support development environments

• Simpler, intuitive collection of configurations • Facilitate check in/check out against source control system

Feature Benefit “Pick and choose” configurations to be migrated

Packages can be assembled one configuration at a time without need for complex SQL or behind the scenes change tracking

Improve error processing and recovery

Reduce cost to development teams to rebuild packages; correct and re-process existing packages

Enable export/import of configuration from the “Pick and Choose” application

Facilitate a source control model – enable check in/check out of a set of configuration data

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Content creation and distribution features • These features are targeted towards more a flexible and quicker

content migration model Feature Benefit Enable replacement of chosen values in a package

Make it easier to distribute content where site/org/date-time values need to be changed to suit target environment

Automatically migrate ‘same as’ objects

Avoid having to manually select and migrate ‘same as’ objects

Enable migration of objects across RDBMS

Make it easier to distribute object definitions to multiple customers/targets with different RDBMS

Relax product compatibility checks

Make it easier to distribute content across disparate product installations

Enable auto-approved package definitions

Reduce time and effort needed to define packages

Enable comparison of sources and targets

Differences can be identified pre- or post-migration accelerating the migration effort

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Scripting

• Maximo 7.5 exploits scripting API that is part of JDK 6 • JSR 223 – standardized scripting API for Java

• Supports two script engines out of the box • Rhino JavaScript (embedded with JDK 6, compliant with JSR 223) • Jython 2.5.2 (newer version compliant with JSR 223)

• Other JSR-223 compliant script engines can be seamlessly plugged in • Provides programming flexibility to clients and practitioners • Example: Jacl, JRuby, Groovy, Jawk • Place JARs in application server classpath and re-start server

• Scripting can be enabled for many different configurations • No longer limited to just actions • Script creation and management remains the same

• Scripting supports simple coding approach • Launch points offer closer alignment with Maximo applications and configurations • Script variables and bindings to pass in data and return results • Detailed knowledge and experience of Maximo APIs not a pre-requisite

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Maximo 7.5 Fix Pack

• Maximo 7.5.0.1 • Accessibility

• IBM's accessibility requirements for web-based products include US Section 508 standards as well as WCAG 2.0 Level A and AA standards.

• REST API support • Support messages in text format in JMS queue • Propagating Application Designer Changes in a Clustered

Environment

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Upgrade to Maximo 7.5

6.2.x

7.1.1

7.5.0

6.2.9

7.1.1.10

7.5.0.x

Upgrade Utility

UpdateDB

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Summary of Licensing Changes – Applicable to 7.5 and on .. 1. New Express User allows for running and viewing reports, read-only

access, status changes, and updates to Work orders assigned to that user. 2. Self Service Requestors, Desktop Requisitions, and Health, Safety

Environment Self Service Users entitlement included with core license for unlimited users.

3. Extend Limited Use Licenses to Maximo Industry Solutions (Oil & Gas, Utilities, Transportation, Nuclear, Government, Life Sciences)

4. Limited Use Licenses can be used with any 3 modules (no longer limited to choose from a list of 8). Restrict list excludes Administrative Applications. Retain 3:1 ratio.

Express Use User

Limited Editing, Approvals, View

Reports

Self-Service

Create Requests, View

SP Billing, Safety Incidents

Limited Use User

Access to 3 Modules only

Authorized User

Power User, full access

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New Express Use User Type

Express Use User

Limited Editing, Approvals, View

Reports

Self-Service

Create Requests, View

SP Billing, Safety Incidents

Limited Use User

Access to 3 Modules only

Authorized User

Power User, full access

Problem Recommendation

Need lightweight/occasional access – more than SR, less than Limited/Secondary

• Express Use User License – covers scenarios for both ‘Executive’ and ‘Field Technician’ type users. • Introduce a 25:1 Authorized to Express ratio to lessen erosion of Authorized revenue.

Currently different user types offer progressive amounts of product functionality

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Express Use User

• Intended for: • Managers/Supervisors for viewing information and

making approvals. • Technicians/Field workers who are performing

maintenance and need to look at WO tasks, update failure codes, post actuals and change status. Frequently use mobile access.

• If the Program is designated as "Express Use User", Licensee is entitled to access the Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records, approval of records and updates to Work Orders that have been assigned to the Licensee. 24

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Self-Service Requestor & Desktop Requisitioner

Impact on Customers: - Current customers no longer need to purchase SSR and DR as functionality is included in the

Maximo Asset Management entitlement - S&S payments will not be reduced as the customer is still receiving the same functionality

Problem Recommendation

Any user should have the ability to report a problem or make a request at their site. Examples include students on a campus, or any employee aware of a safety issue.

• Offer Self Service Requestor, Desktop Requisitioners, and Incident Reporters to any user – free, unlimited users

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Limited Use Part Numbers for Industry Solutions

• Existing customers can purchase limited use Industry Solution entitlements for their user-base going forward

Problem Recommendation

Industry Solution users are expanding outside of Maintenance activities and focusing on other processes like Operations, Engineering, Safety, Turnarounds and Commissioning which only requires a sub-set of the available functionality.

• Add Limited use Authorized User license for Industry Solutions • Limited Use part numbers will be priced at 50% of Authorized Use price point (consistent with existing Limited Use pricing for Maximo Asset Management)

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Limited Use 7.5 License Update

Problem Recommendation

Limited Use currently entitles customers to 3 modules out of a list of 8 (from ~20 total) resulting in changes to terms and conditions for exceptions.

• Modify licensing terms for Limited Use Licenses to allow customers to select any 3 modules (no longer limited to choose from a list of 8 modules) • Restrict by excluding Administrative Applications • Retain 3:1 Ratio requirement of one full authorized use entitlement for every three limited use users

Added to all industry solution:

If the Program is designated as "Limited Use User", Licensee cannot use more than three (3) modules within the IBM Maximo Asset Management program, excluding the Administration, Integration, Security, and System Configuration modules, per Licensee’s Enterprise.

Only 3 modules are authorized per Enterprise

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License Changes Summary

• If the Program is designated as "Express Use User", Licensee is entitled to access the Maximo Asset Management program solely for the purpose of running and viewing reports, read only view of records, approval of records and updates to Work Orders that have been assigned to the Licensee.

• If the Program is designated as "Limited Use User", Licensee cannot use more than three (3) modules within the IBM Maximo Asset Management program, excluding the Administration, Integration, Security, and System Configuration modules, per Licensee’s Enterprise.

• Individuals that are using the Program solely for the following purposes or are using only the following functions of the Program do not require entitlements to the Program: Entering service requests and viewing the status of their service requests. Viewing information on assets they own. Creating and viewing requisitions, viewing templates and viewing drafts via the Desktop Requisitions application.

Maximo Asset Management

Maximo Everyplace

Maximo Health Safety & Environment Manager

Maximo for Managed Service Providers

Maximo for Government Maximo for Oil and Gas Maximo for Nuclear Maximo for Life Sciences Maximo for Utilities Maximo for Transportation

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New View of License Metrics

Authorized Concurrent User Asset Install Server

Authorized Limited Use

Express User

Maximo Asset Management X X X

Maximo Industry Solutions X X X

Maximo Add-ons X

Asset Configuration Mgr X X

Spatial/Service Provider X X

SmartCloud Control Desk X X

Adaptors X X

Mobile Object Access X

KEY = New Type

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Questions?

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Thank you