Maximo Upgrade to 6.x/7.x

Maximo Monday

Sharad JoshiPractice Lead, Asset and Service Management

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Agenda

Why Upgrade Typical Upgrade Scenarios When to Migrate? When to Upgrade? Select Upgrade Strategy

• Like-for-Like • Like-for-Like but with customizations converted into out-of-box • Business Transformation with Process Reengineering

Upgrade Enablers How to Upgrade

• Assessment • Definition • Upgrade • Support

Typical Next Steps

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Why Upgrade

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Typical Upgrade Scenarios

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When to Migrate?

When DB is > 10GB Customizations, i.e. triggers, stored

procedures, etc. have altered data model Time required by Upgrade Script process is long Data needs cleansing Data requires changing (example: combining

databases)

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When to Upgrade?

Current implementation is out-of-the-box, or has few or no customizations

Data integrity is good (as measured via Data Integrity Checker and Validation)

Small DB, i.e. <5 GB System downtime is negotiable to some degree

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Upgrade Strategies

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Upgrade Enablers

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How to Upgrade

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How to Upgrade…

Assessment•Business process/ functional review

•Database

•Security

•Screens

•Reports

•Customizations

•Integrations

•Add-ons currently in place

•Mobil

•Adapter for Primavera

•Adapter for MS Project etc.

•Target Objectives

•Like for Like

•Like for Like But with Customizations converted to Out-Of-Box

•Business Transformation

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How to Upgrade…

Recommendations•Standard Approach•Alternative Approach•General project plan•Sign-off

Project Plan•Assumptions•Infrastructure•Timeframe•Resources•Preparation

•Client•Service Partner

•Responsibilities •Client•Service Partner

•Milestones

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How to Upgrade…

Upgrade Process•Ensure existing Maximo system running on latest patch level prior to Upgrade Scripts use •Set up test environment•Install Maximo •Run Upgrade Scripts

•Integrity Checker•Validation

•Address all issues documented in log files •Input all additional data •Implement project plan details for each system element identified in Assessment

Training•Implement Training Plan

•Training should occur before, during and after upgrade cycle•Various formats for appropriate audiences•Role-based•Internal promotion to gain attention, re-affirm importance, and help ensure new system adoption

•Consider phased training program with web-based introductory training first, and more robust offerings as go-live nears, i.e. “just in time” training

“Go Live”

•Implement data migration, managing downtime as planned•Complete all upgrade-associated tasks•Identify any additional elements requiring completion•Move any non-critical tasks to Post Upgrade phase

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How to Upgrade…

Project Closeout• Plan and schedule evaluations for

post upgrade adoption and system performance

• Apply/configure new Maximo 6 functionality

• Ensure all data displays correctly on screens, making any adjustments required

• Identify additional improvements to deployed solution

• Benchmarking• Regular data validation• System performance

monitoring

Plan/schedule Deferred Activities

• Database Consolidation and merging

• Best Practices Evaluations• Maximo system capabilities• Industry practices• Operational procedures

and policies• Corporate Business Process

flows

Identify additional needs and

expand functional and bus iness

process footprints• Mobile deployment • IT Service Management • Industry Solutions• Services Extensions• Custom Report Development • Advanced workflow• Functional add-ons • Interfaces to core business

systems• Asset Maturity Evaluations

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Typical Next Steps

Engage in assessment of existing implementation

Jumpstart on Maximo 6/7 and start planning your move

Start building your upgrade plans based on new capabilities

Contact us if you would like specific help

Thank You

.

To Get This Presentation

Please Write To: ibm@birlasoft.com

Please visit Us At http://www.birlasoft.com/coe/mro.html