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IBM Software Group
© 2012 IBM CorporationIBM Confidential
IBM Maximo for Utilities Main Features and Concepts
Marcelo Esperandio
IBM Software Group | Tivoli software
2© 2012 IBM Corporation
Agenda
Overview
Concepts
Main Applications and Process
Demonstration
IBM Software Group | Tivoli software
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
IBM Software Group | Tivoli software
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
IBM Software Group | Tivoli software
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
IBM Software Group | Tivoli software
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
.
IBM Software Group | Tivoli software
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.
IBM Software Group | Tivoli software
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
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
IBM Software Group | Tivoli software
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
IBM Software Group | Tivoli software
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
IBM Software Group | Tivoli software
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
IBM Software Group | Tivoli software
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.
IBM Software Group | Tivoli software
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
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
IBM Software Group | Tivoli software
16© 2012 IBM Corporation
Questions?
Marcelo Esperandio ([email protected])
Terry Saunders ([email protected])
Vinicius Garmatz ([email protected])