Improve your Performance with the new Inspection Work Centers in Maximo

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1 IBM Maximo Asset Management Improve your Performance with the new Inspection Work Centers in Maximo September 6 th, 2017 Calgary Canadian Maximo User Group Andy Jackson Western Canada Watson IoT / Maximo Technical Sales Lisa Stuckless - Maximo Offering Manager 1

2 Please Note IBM s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. 2

3 Agenda New Maximo User Experience What are Inspections? Create Inspection Forms Enter Inspections Inspection Demo Future Inspection Releases Resources 3

4 Why Modernize? Make it easy to use I don t want to spend a lot training my users Provide insights on business performance It should be intuitive, informative, and help me do my job Notify me of critical events I want access to information in the office, on the plant floor, or at home Provide meaningful data When are you going to modernize Maximo? Our younger users have higher expectations around usability When is the next technology shift coming? 4

5 New Maximo User Experience (UX) Objectives Simple Innovative Responsive What if there was a simpler way of doing things with Maximo? What if we pulled information and actions out of our apps and made them relevant to users at the moment they need them? What if users had the same experience no matter what device they held in their hands? 5

6 Gaining Insight into your data with Maximo Work Center Offering Perceptive, Stateless, Responsive applications for a more intuitive user experience. Interactive Role Based Data Driven Intuitive 6

7 Service Request Tool Guided SR creation for users to report issues. Uses ticket templates as a way to predefine issue and classify the record Customizable steps Avoid duplicate records by suggesting and following similar SRs Searchable history Ease of attaching pictures of the problem 7

8 Latest Feature Pack Introduced First Phase of Inspection Work Centers Defining, executing, reviewing and acting upon the results of an inspection. 8

9 What Are Inspections? 9 9

10 An Inspection is A checking or testing against established standards The act of looking at something carefully to check that everything is correct and legal An examination by a specially trained person 10

11 Who are the Inspectors? Inspector Clouseau (Steve Martin) The Pink Panther 11

12 Who are the Inspectors? Inspector Clouseau (Peter Sellers) The Pink Panther 12

13 Who are the Inspectors? Inspector Gadget 13

14 okay, not that kind of inspector, asset inspectors 14 14

15 Professional Inspectors 15

16 Maintenance Workers 16

17 Operators 17

18 What is the inspection process? 18

19 High Level Inspection Process Define the form Perform the inspection Review the results Take follow up actions What questions do you need answered? Ratings, Meter readings What does the inspection apply to? Assets, Locations, Items How frequently is the inspection performed? Is a work order needed? Record the results Are there other inspections to perform in the area? Analyze the results Compare to previous results Did the inspection deliver the expected results? Are there any follow up actions needed? Corrective work A further inspection Refurbishment Replacement Plan Execute Analyze Act 19

20 Feature Pack Release Summary Define a release that will allow customers to begin the process of converting their current inspections to Maximo Form Definition: provide basic capabilities to define the inspection forms Inspection Execution: support for execution of unplanned inspections without a work order Review Results: review individual inspection results Future drops will expand the features of the form definition, form settings, and add support for further execution scenarios 20

21 Inspection Execution Use Cases 1. Execute a scheduled* inspection as part of a work order 2. Execute a scheduled* inspection without a work order 3. Execute an adhoc (unplanned) inspection without a work order 4. Execute an adhoc (unplanned) inspection as part of a work order * a form is automatically generated as a single event or based on a repeating frequency the inspector can select and initiate an inspection at any time 21

22 Inspection Form Library Revision Control 22

23 Inspection Form Questions and Inputs Define questions/inputs Options (yes/no, on/off, etc.) Text Numeric Attachments Create groupings for inputs 23

24 Use Case Flow: Form Status Flow Draft Active Pending Revision Revised New Forms only! Options to: Preview Edit Duplicate Delete Forms ready to be used and have results reported! Options to: Preview Create a Revision Duplicate Delete Existing forms being changed, There still a previous revision available Options to: Preview Edit Duplicate Delete Forms previously active that were not in use anymore Options to: Preview Duplicate 24

25 Inspection Execution First Phase: Execute an adhoc (unplanned) inspection without a work order. 25

26 Live Demo 26

27 Inspection Example 27

28 Future Release Summary Deliver the two most common inspection execution use cases Execute a scheduled inspection as part of a work order Execute a scheduled inspection without a work order Deepen the features of the form builder to support these use cases Notice: IBM s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. 28

29 Inspection Scope for Q4, 2017 Theme: Integrating to Existing Work Execution processes of Maximo Data Types for Inspections UX and UI Enhancements Integration to Existing WO Processes Visualization Integration WO Actions Meter readings Form Preview Assets Form Settings Work Order + creation Attachments Stacked form view Joplans WO + Tasks Inspection + Visual Recognition List View for Inspection Results Locations + creation Work Order Tracking Condition Monitoring + creation PM Scope for Release Run at items for Release Routes Current Maximo functionality 29

30 Future Considerations Offline support for mobile devices Location Awareness Support Better result analysis tools (trends, timeline) Extend Inspection processes to other Maximo modules Inventory receiving Industry solutions 30

31 IBM Waston IoT Resources 31

32 Maximo 7.6 Preview Site *NOTE: passwords change regularly 32

33 YouTube Recordings 10+ videos highlighting features of new Work Centers T8w4igWQsRYG Inspections v=tfxcmgzshse 33

34 Documentation Knowledge Center What s new on what_new_mam_ htm Tech note New Maximo Feature Pack Maximo Asset Management Wiki (with links to Youtube Videos) 20Asset%20Management Tech note Check list for setting up work centers 34

35 IBM Waston IoT Questions? Demo Room Tomorrow! 35