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Session 1668
Upgrading to Maximo 7.5:
Lessons Learned across Industries
Walt Wellborn, TRWD
Mateen Nayyar, SunCoke
Jeff Mann, LGE-KU
James Maxie, Interloc Solutions
J2EE based Enterprise Application Web Application Interface for users to access Maximo applications via
Browser
Fully configurable from presentation content to the business logic
Configurable Authentication (Database based or LDAP based)
Integration mechanisms via Web Services, JMS, HTTP, EJB, XML files, Flat files and Interface tables in database
Built-in reporting using BIRT/Cognos/TCR and support for integration with customer’s reporting systems
Supported Application Servers IBM WebSphere Server
Oracle WebLogic Server
Supported Database Platforms DB2
Oracle
MS SQL Server
Maximo 7.5 Technical Platform
Supply Chain Materials Management
Purchasing
Receiving
Invoicing
Work and Asset Management Work Order
Job Plan
Repair Facility
Assets
PMs
Usability Improved Efficiency
New Skin
Maximo Integration Framework (MIF)
Migration Manager
Scripting
Enhancement Areas
Uses newer version of Java
Patches, Industry Add-ons, and Upgrades are easier
to Install
Uses newer version of WebSphere
Uses newer of version of BIRT reporting
User Interface Enhancements (look-and-feel)
Improved Performance
Reasons to upgrade to Maximo 7.5
Let’s hear from our clients….
Walt Wellborn, TRWD
Mateen Nayyar, SunCoke
Jeff Mann, LGE-KU
TRWD Maximo 7.5 Upgrade
Walt Wellborn
MMS/ECM Administrator, TRWD
Pulse Session 1668
Everything is Bigger in Texas! • Owns and operates 4 major reservoirs:
– Lake Bridgeport
– Eagle Mountain Lake
– Cedar Creek
– Richland-Chambers Reservoirs
• Constructed more than:
– 150 miles of water pipelines
– 27 miles of floodway levees
– More than 40 miles of Trinity River Trails
– 260 acre wetland water reuse project designed
to increase future water supplies for the area
• Provides water to more than 1.7 million people in
the North Central Texas area
Managing Flood Control System • >27 miles of floodway levees designed by the U. S. Army Corps
of Engineers
• Provides vital flood protection to area residents along the West and Clear Forks of the Trinity River.
• Minimizes the impact of heavy rainfall on the Trinity River and surrounding areas.
• Works closely with other organizations, such as the National Weather Service, to gather data and provide information to the public during emergency situations
TRWD manages the lakes and floodway levees that provide excellent recreational opportunities for residents and visitors to the area, offering a safe and scenic venue to walk, run, cycle and ride horses
Stepping up to Maximo 7.5
Remove customizations in Maximo 6.2.2; used scripting tool in Maximo 7.5 to streamline operations
Adhere to password policy change by integrating Active Directory with Maximo 7.5
Ability to move Maximo to VM environment to increase flexibility and support
Improvements in admin tool increased productivity
Access depreciation module available in Maximo for Transportation 7.5
Nearing end of life for Maximo 6.2.2; decided to leapfrog to Maximo 7.5 to get ahead of support and
maintenance issues
Customizations
It takes a Village (or at Least a Partnership)
• Strong Technical Team
In House
• Special needs
• Functional
• Reporting
• Removing Customizations
Interloc • Supportive and Responsive
IBM
Weekly Upgrade Tests
Run the upgrade scripts starting with a copy of our production database Upgrade to 7.1.1.10
Run the fix to 7.5.0.2
Install Transportation and fixes
Run through post upgrade tasks, scripts and cleanup
Test
Targeting Success
• Complete upgrade in 10 hour window on Friday night taking a snapshot of the environment
• Test over the weekend
• If everything is go, restore the snapshot
Upgrade will not happen until all parties have agreed that they are comfortable
with the after upgrade environment
Hitting our Milestones
All environments are installed and
integrated with Active Directory
Performed two upgrade tests so far
with most issues resolved
Working in the training environment with upgraded data -- response mostly
positive.
Expectations of the Upgrade
• An increase in confidence that we can accomplish upgrade
• Meet expectations of the users without significant overhead in training or loss of work hours
• A stable VM platform that will:
– Make future upgrades easier
– Allow us to continue to meet the needs of our users, our district and our ever expanding constituency
• The ability to do more with less – Let Maximo do more of the heavy lifting
TRWD is in a growth spurt at this time with our Trinity River Vision project, several new pipelines and, expanded infrastructure and new facilities.
SunCoke Maximo 7.5 Upgrade
IBM Pulse Session 1668
Mateen Nayyar
IT Systems Analyst
About Us
Largest independent producer
of high-quality metallurgical coke
in the Americas
50 years of experience supplying
coke to the integrated steel industry
Internationally recognized leader in
heat recovery cokemaking technology
SunCoke also mines metallurgical coal,
an integral product to cokemaking
Locations 5.9 million tons of cokemaking capacity with six facilities (five in U.S.
and one in Brazil) and coal mining operations in VA and WV
Lisle, IL (Corporate Office)
East Chicago, IN
Granite City, IL Vansant, VA Vitória, Brazil
Franklin Furnace, OH
Middletown, OH
Maximo Journey at SunCoke Energy
May 2009
Maximo Project is approved
October 2009
implementation of v7.1.1.5 at first coke manufacturing plant.
June 2010
implementation at last coke manufacturing plant
August 2010
implementation at corporate office
June 2012
upgrade to O&G v7.1 industry solution
April 2013 planned upgrade to Maximo v7.5
Maximo 7.5 Upgrade
– Tackle inefficiencies within the current procure-to-pay process by:
• Using key new function in 7.5
• Addressing gaps in current business processes
– Implement Incident and Investigation functions
Current Challenges
Complex and inefficient workflow causing, • No use of PR module • Too many POs and Invoices • Inability to create PO revisions • Delays in procure to pay
process
No true 3 way matching
Inability to void receipts result in outstanding RBNI
Low visibility of inventory transfers between sites
No easy way to void invoices in Maximo
Double data entry – entering receipts then entering invoices
Did not implement ERS (Evaluated Receipt Settlement
Lack of labor contracts, blanket and price agreements
Addressing the Challenges
Purchasing • Simplify PR / PO
workflow • Allow creating a
single PO from multiple requisitions
• Create PO revisions by via PO revisions function introduced in 7.5
Accounting • Set receipt
tolerances to force 3 way matching
• Ability to void receipts helps to keep RBNI cleaned
• Ability to void invoices in Maximo keeps the system in sync with the financial system
–
Simplify item transfer • Implement a
process around transferring items from one site to another
• Staging concept introduced in 7.5 would help keep control and visibility on items being transferred
Manual invoice creation/double data entry • Create more
labor contracts that will allow generating invoices automatically
• Use pay-on-receipt feature to auto generate invoices related to services
• Implement ERS (Evaluated Receipt Settlement)
2013 Roadmap: Working Together
Requisitions, PO approval,
and more using
SmartPhone
Maximo 7.5 Upgrade
Presentation at IBM Pulse 2013
Who is LG&E and KU Energy
• Subsidiary of PPL Corp. • Service Area & Customer Base — Electric & Gas throughout Kentucky and 7 counties
in Virginia — Approx 908k electric customers — Approx 318k gas customers
• Core Business — Power Generation, Transmission, & Distribution — Project Development — Retail Gas — Electric Utility Services — Asset-Based Energy Marketing
Maximo Used By
• Power Generation
• Generation Services
• Gas Distribution
Upgrade Project
• Maximo Upgrade Goals — Upgrade from 6.2 to 7.5 — 13 Module Extensions — 8 Custom Applications
• Technology Refresh — Windows 2003 to 2008 R2 — Oracle 10g to 11i — WebLogic to WebSphere — Crystal Reports XI — Make use of Service Oriented Architecture (SOA) for
interface to OFMS • Costs: ~$760k Capital, $190k Training
Why Upgrade
• Maximo 6.2 Support is End Of Life September,
2013
• Maintain pace with IT Infrastructure
• Move to IBM WebSphere
• Decouple Maximo and OFMS (via SOA)
Challenges
• Last Maximo Upgrade in 2007 – No one left on team
• Data Conversion took nearly twice as long as expected
• SOA is new to team (only second project at LG&E/KU)
• Acquiring External Resources
• De-Customizing as much as possible
Return on Investment (expected)
• Technology Refresh of OS, Database, and Web
Application Server
• Interfaces to Oracle Financials Moved to SOA
• 80 of 90 Oracle/Java Customizations replaced by
function in Maximo
• Implementation weekend 7/5 – 7/7, go-live 7/8/13
AAA
IBM AAA EAM technical accreditation across all of
North America
IBM Pulse 2012 Winner of Two Awards
Smarter Planet for EAM for BART Implementation (1 of 8
submittals)
Best of Show Innovative Solution-Mobile Informer (1 of 12
submittals)
Proven functional and technical experience in
implementing Maximo EAM throughout large
enterprises Contracted with IBM to provide Level 1 &
2 client software support
Interloc Solutions / Maximo Skills
Functional
Project Management based on standard PMI methodology
Comprehensive “baseline” Implementation Project Plan, a
working model to insure a shared vision between POA and
the consulting team
Proven transportation industry business modeling approach
Technical
Technical tools to evaluate accuracy and performance:
• Mockito, Jmeter
Innovative technical tools to increase implementation
efficiency and productivity:
• Interloc Data Loader
• Interloc Release Manager
• Junit for Maximo
Interloc Project Team Best Practices
Come see Interloc!
Sign up for a 1 on 1 consultation session
Visit us in Booth S221
Come to one of the Interloc-Client led sessions
Learn more at: www.interlocsolutions.com/Interloc-Solutions-is-at-IBM-Pulse/
What user interface enhancements are in Maximo
7.5?
What specific upgrade implementation strategies do
you recommend to avoid problems during the
upgrade?
Do custom reports need to be modified for Maximo
7.5?
What is the new “scripting” enhancement rolled out
with Maximo 7.5?
Discussion Questions
