Maximo Scheduler & Scheduler Plus

Maximo Scheduler &

Scheduler Plus

Robert Blain

Client Technical Professional

IBM Corporation

[email protected]

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Please Note:

IBMs statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBMs 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.

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1) What is Maximo Scheduler and what does it offer today?

2) Advanced capabilities that were being requested by clients

3) Introducing Scheduler Plus

- What is Scheduler Plus and how is it delivered?

- Review use cases

4) Demonstration

5) Roadmap

6) Extending Maximo to Field Workforce Management

7) Why IBM Weather?

8) October 18th eGA of Scheduler Plus Webinar

Agenda

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Scheduler embedded in Maximo

Maximo Scheduler

Maximo Asset Management

iLog

DOC Required only for

Optimization

Add-on product to

Maximo EAM, code

embedded in core

Maximo therefore a

single install

Requires a separate

license purchase

Includes integration

adapter and optimization

engine and models

Optional: clients may choose

not to use the optimization

capability and can skip the

DOC installation during the

install process

DOC Server

7.6.0.5 fix pack level

Roles We Cater To With Scheduler

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Scheduler Pedigree

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Scheduler 7.6.x Delivery Timeline

New capabilities built on a new technical foundation Repair Facility Capacity

Planning Repair Facility

Graphical Assignment Core Maximo PM costing Includes Nested Job

Plans Scheduler application name change New name: Graphical

Scheduling

Usability enhancements Improved Gantt tools

and navigation

New Asset/Location scheduling capabilities built on a new technical foundation Work Orders and PM

forecasts viewed by asset/location hierarchy

Multi-tenancy support Usability enhancements Improved Gantt tools and

navigation

Port existing applications to the new technical foundation Graphical Scheduling Graphical Assignment Dispatch

Graphical Crew Management

Usability enhancements Multi-column sort, search,

and filtering Multi-craft/skill display Undo / Redo Expand / Collapse Much more.

Addressing RFEs during these releases

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Advanced use cases being requested by clients

Ability to schedule customer appointments Match customer's location and requirements with technician's skills and availability to schedule a service

appointment

Model a complex project plan using real world interdependencies of tasks A plant turnaround requires many dependent actions to shutdown the location, perform project work, and re-

start the location to bring it back to an operational stage

Ensure resources with the right qualifications are assigned to work with special requirements Supervisors need to ensure that technicians have valid certifications to do the work

How do the current traffic conditions effect work in progress? Incorporate real-time traffic conditions to better route technicians to their work locations

Handle larger volumes of data Many Maximo clients require the ability to manage a heavy volume of work orders be it for shutdowns,

turnarounds, outages, or for dispatching field technicians

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Appointment booking

Make customer appointments within a schedule window

Customer notifications cancel / reschedule

Managing large projects

Model complex work order network dependencies

Highlight critical path, backward pass, % complete

Weather integration

Incorporate weather data into planning/scheduling and dispatching

Weather alerts / notifications

Dynamic dispatching

Auto refresh, re-optimization based on real-time progress

Incorporate real-time traffic conditions

Introducing Scheduler Plus!

Advanced work management solution, built on top of Maximo Scheduler

Now catering to the Customer Service Representative too

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Scheduler Plus also embedded in Maximo

Advanced work

management solution

Add-on product to

Maximo Scheduler, code

embedded in core

Maximo therefore still a

single install

On-prem and via SaaS

Requires a separate

license purchase

Includes the

optimization models

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Managing Complex Network Dependencies

Use Case - While planning a plant shutdown 100s to 1000s of tasks need to be completed in a specific order. Work order 1 must be completed before work order 2 can start.

Joe, the Planner, generates work orders from many job plans to make up one project; which may include an

Release 1

isolation/shutoff of a complex asset, multiple subassembly tasks such as replacement, firmware updates, PM work and lastly a return to service of the complex asset.

The planner pulls all this work into a schedule and graphically links the relationships between these various tasks to allow minimum down time and maximize productivity by allowing work to be started as soon as its prerequisites are satisfied.

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Managing Projects

Use Case Joe, the Planner, is managing a turnaround at an oil exploration site. Using the Pert Chart view in Scheduler Plus, he reviews all the work orders created for the project and updates the dependencies. He views the highlighted critical path of the network of dependencies and focuses on the important activities that have the biggest impact to the schedule finish. He then tracks the overall progress by looking at the percent complete data to ensure that things are moving as planned and starts the process of alerts and notifications on any exceptions he identifies.

Release 2

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Appointment Booking

Use Case John calls his local utility provider to request service. Liz, the customer service representative, looks up Johns address and selects the appropriate Job Plan for the required work. She looks up available appointment slots based on staffing and other commitments made. Liz provides John a few dates to choose from. Liz and John book Wednesday 10 AM. (The appointment can be rescheduled, if required).

This process automatically creates a scheduled work order for Johns premise and is ready for a Supervisor to assign technician(s) to.

Release 1

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Using Weather w/ Appointment Booking

Use Case John calls his local utility provider to request service. Liz, the customer service representative, determines that this will be a half day job that requires both indoor and outdoor work. She looks up available appointment slots. System Administrator has set up Scheduler Plus to visualize 10 days of basic weather forecast in all views that contain a geo code (asset/location). From this data, the system determines that Wednesday and Thursday mornings have the lowest probability of precipitation at Johns home location. Liz and John book Wednesday morning.

Release 1

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Weather Integration (Graphical Scheduling)

Use Case - Joe, the Planner, configures the information that he wishes to see on his schedules for current, daily and hourly weather. He looks at a 2 week rolling schedule and decides to filter down to work orders on assets that could be affected by weather. He uses the tool tip on each row to see the formatted weather forecast for each asset on its scheduled date.

Release 1

From the daily forecast view, he elects to open the hourly view for the duration of the work. He feels confident that the crew can travel to, perform the required work, and return back without an adverse weather impact. Joe now approves the work and commits the scheduled dates.

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Weather Integration (Graphical Assignment)

Use Case - Joe, the Planner, configures the information that users want to see on their schedule for things like current, daily, and hourly weather. Fred, the Supervisor, looks at tomorrows schedule and reviews work on assets that could be affected by weather. He uses the tool tip on each row to see the formatted weather forecast for each asset on its scheduled date. After looking at the hourly view for the duration of the work, he feels confident that the crews can travel to, perform the required work, and return back without