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® IBM Software Group © 2012 IBM Corporation IBM Confidential IBM Maximo for Utilities Main Features and Concepts Marcelo Esperandio

Maximo Utilities Workshop Marcelo Esperandio Set 2012

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Page 1: Maximo Utilities Workshop Marcelo Esperandio Set 2012

®

IBM Software Group

© 2012 IBM CorporationIBM Confidential

IBM Maximo for Utilities Main Features and Concepts

Marcelo Esperandio

Page 2: Maximo Utilities Workshop Marcelo Esperandio Set 2012

IBM Software Group | Tivoli software

2© 2012 IBM Corporation

Agenda

Overview

Concepts

Main Applications and Process

Demonstration

Page 3: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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3© 2012 IBM Corporation

IBM Maximo for Utilities Overview 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.

Manage crew type and crew makeup with enhanced crew management while tracking labor skills and certifications

Create detailed estimates with Compatible Unit Estimating (CUE) and a multilevel compatible unit library

Page 4: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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4© 2012 IBM Corporation

Product Expansion Model1. IBM Maximo as the foundation for product offerings

Customer Configuration

Industry Solutions

Maximo

2. Industry Solutions built on top of IBM Maximo platform3. Customer Specific Configuration built on top of Industry Solutions4. Industry Solution Partners positioned as part of total solution

Transportation

Spatial Asset Mgmt

Oil & Gas

Life Sciences

UtilitiesTransmission & Distribution

Service Provider

Government

Calibration

Asset ConfigurationManager

Nuclear Power

Page 5: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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5© 2012 IBM Corporation

Maximo for Utilities – Setup and Use

Define Crew Types

Create CU Library – Referencing Crew Types

CU Administration Define MAXVARSDefine Domains

and Filters

Define Crews (Assign Labor and

Tools)

Create Estimates

Create Work Orders

Assign Crews to Perform Work

Define Job Plans

Report Labor Hours for Crew

Members

Crew Type

CU Library CU Estimate

Crew Management

Assignment Manager

WO Tracking

Job Plans

Labor Reporting

Via Quick Reporting

Ongoing Crew maintenance

Duration and effort hours are based on the crew definition so the crew definition needs to be static

Organization T&D

Domains

Non Design Business Flow

Design Business Flow

Perform Estimates copy to work order when ready

Page 6: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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6© 2012 IBM Corporation

Maximo for Utilities CU Applications

Administration/Organizations (T&D)T&D Options

Administration/Resources/Crews (TPAE/Scheduler now)Crew Types and Crew Management

Planning/CU Library (T&D)Define Compatible Unit labor, material, service, tool and child CU

details

Work Orders/CU Estimate (T&D)Perform Estimates

.

Page 7: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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7© 2012 IBM Corporation

Crew Types

Define Crew Types based on positions, skill requirements, qualifications and tools.

Create specific crews and assign labor and tools for the crew.

Tracks the crew make up over time.

Allows single assignment for work order and labor reporting.

Page 8: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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8© 2012 IBM Corporation

Crew Management

Define individual crew resources from Crew Types.

Manage crew shift, work group and calendar

Support Qualifications for Crew

Track changes to Crew over time

Define, plan and schedule labor and tool resources for a crew

View crew actuals for work completed

View historical information for a crew

Page 9: Maximo Utilities Workshop Marcelo Esperandio Set 2012

IBM Software Group | Tivoli software

9© 2012 IBM Corporation

Maximo for Utilities CU Library Details

Provide Designers and Engineers with a standards-based means to estimate labor, materials, services and tools to complete construction work.

Capture costs of doing that work and the proper accounting.

Filter concept supports the variables associated with site conditions.

Supports 10 levels of parent child relationships.

Recommended best practice is to align the top level CU’s with the organizations construction standards.

There can be one to many relationships among CUs

Each CU is version controlled and only one version can be active at a time

Page 10: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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10© 2012 IBM Corporation

Maximo for Utilities CU Library Sample Hierarchy

Labor to Set Pole

Labor to Install X-arm

Install Framed Pole

w/Tx

Install Framed Pole

Install Pole Install X-arm Install Transformer

The compatible unit library supports 10 levels for maximum flexibility. This is a

distribution example. A substation example might use 5 levels.

Macro units or compatible unit groups

Compatible Units

Labor Units are associated to contract lines allowing the user to

copy an estimate of internal resources and cost and quickly re -estimate using a specific outside

contractor

Level 0

Level 1

Level 2

Level 3

Page 11: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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11© 2012 IBM Corporation

Maximo for Utilities Set UpAdministration/Organizations (T&D) – Action T&D Options

Account Code Options Account Override Options Asset Code Options Assign Labor to Work Groups Assignment Options Configure Classifications Configure Crafts Configure Items Configure Tools

See notes page for details

Configure Services Configure Work Groups CU Library Options CU Estimating Options CU Acceptance Options Labor Adder Options Loading Type Options Work Type Options Work Zone Options General Value List Options

Page 12: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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12© 2012 IBM Corporation

Maximo for Utilities CU Estimate DetailsProvides foundation for the initiation, planning, scheduling, execution, and close

of construction work in a transmission and distribution environment. Standards based estimating. Can perform many estimate versions for each project and 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. 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

Page 13: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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13© 2012 IBM Corporation

Maximo for Utilities CU Estimate Sample Hierarchy

Compatible Unit 1

Compatible Unit 2

Estimate Request

Overhead Internal

ResourcesUnderground Overhead

Contractor

Pole 1Maximo Loc’n

Pole 2Maximo Loc’n

Pole 3Maximo 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.

Page 14: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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14© 2012 IBM Corporation

Maximo for Utilities CU Estimate Business Process

Create Master

Work Order

Work Order Tracking

Identify Est Requirements

Perform Site Assessment

Create Sketch/Design

Manual Process

Next PageApply WO Plan to Master WO

Accept Estimate

Generate Estimate

Enter Work Required

Enter Station / Design Points

Apply CU Parameters

Apply CU’s

Estimate Request

Page 15: Maximo Utilities Workshop Marcelo Esperandio Set 2012

IBM Software Group | Tivoli software

15© 2012 IBM Corporation

Maximo for Utilities CU Estimate Process Cont.

Prior Page

Close Work

Compare To Estimate

Report Actuals

Approve & Execute WOs

Work Order TrackingCreate As Built

EstimateEstimate Request

Variance

NOYES

Page 16: Maximo Utilities Workshop Marcelo Esperandio Set 2012

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16© 2012 IBM Corporation

Questions?

Marcelo Esperandio ([email protected])

Terry Saunders ([email protected])

Vinicius Garmatz ([email protected])