Pulse2012 Trm Battelle Final

EIS-1705

Maximo SaaS and RulesManager Facilitating Logistics for Chemical, Biological &

Radiological & Nuclear (CBRN) Assets

Jason Brock, Asset Management Lead, BattelleAdam Scharfer, Manager East Coast Ops, TRM

Pulse Presentation – March 7, 2012

Agenda

• Who we are and what we do

• Challenges of previous system

• Vendor search and selection

• TRM Maximo SaaS & RulesManager

• Situation analysis

• Solutions

• Results

• Examples

Battelle• Manages CBRN

detection, identification, response, and mitigation assets for U.S. Army on a global scale

• Needed an online, real-time web based solution that could be hosted via the cloud

Battelle• The Asset Management Team

implements and leverages Maximo – Improve logistical performance from

parts to people

– Integrate better business practices

– Provide real-time visibility at clients fingertips

• We replace the need to rely on excel files and emails (full of estimates and guess work)

How Things Used to Be • Needed online, real-time database to

support:– Work Management– Procurement– Inventory Management – Reporting

• Initial Solution: Out-of-the-Box Maximo 6 with no customizations– Limited resources to build or maintain

customizations – Required an unwieldy amount of

configurations because of constantly changing requirements

– Configurations began to outgrow the system

(before TRM was the SaaS Vendor)

How Things Used to Be (cont.)

• Multi-Org, Multi-Site, but needed an additional level of data separation– It was cumbersome to maintain

separate data and provide varying UIs

• Multiple CBRN Platforms carried different requirements for tracking & reporting– Multiple cloned applications – Exorbitant amount of security groups– Multiple variations of similar reports– Conflicting requirements between

bio, chemical, and radiological platforms

(before TRM was the SaaS Vendor)

User Challenges

• System users’ feedback:– Using Maximo was too complicated and

time consuming– The screens were too noisy with no

flexibility on presentation– We were forced to deny enhancement

requests due to potential functionality conflict

• Inelegant workarounds had to be put into place – E.g. Users were told NOT to use a field that

was on front of them on the screen

(before TRM was the SaaS Vendor)

Reporting Challenges

• Inefficient Reporting– Actuate reports would break due to large

amount of groups– Had to resort to using Crystal Reports

• not embedded in the Maximo platform • not robust enough to handle complex client

readiness calculations

• Hybrid of Actuate and Crystal reports– No single point of service– Different reporting formats – Broke certain embedded actions

• Too many apps without enough controls caused inconsistencies within data sets

(before TRM was the SaaS Vendor)

How do we fix this?Search for a new SaaS

solution that ensures

• good data is entered

• reject bad data

• provide better, more streamlined user experience without the need to modify or extend code.

The Search

• Multiple vendors were invited to submit proposals detailing a solution that would accomplish our requirements

– Needed flexible, responsive, and dedicated trusted partner.

– Looking for a company that embraces the same core values

The Selection

Selected TRM because of its Maximo SaaSpowered by RulesManager solution

Introduction to TRM• TRM Overview

– Premier IBM Business Partner– Focused on Maximo for 15+ years with a variety

of different services– Developer of TRM RulesManager

• TRM SaaS Division– The only Maximo SaaS w/ RulesManager solution

on the market– Configurable Cloud solution with on-site

presence– Full reachback to subject matter experts in

RulesManager development, system engineering, integration specialists and industry experts

RulesManager Overview

Configuration Control Center for Maximo

• Enables developers to bend Maximo to meet business requirements – In a single unified environment

– Never changing the Maximo base code

– Faster and easier than any other alternative, even built-in Maximotools

• Intuitive, menu-driven, drag-and-drop, content-assisted configuration console driven by Java-script technology

AnalysisFound 187 security groups, for roughly

195 users…

– Needed location level security, similar to storeroom security OOB.

– Ended up with a security group for EACH and EVERY location in one organization (44 locations)

– Multiple cloned applications

– Excessive security group count broke reports, hence the prior need for Crystal

Solution to too many Security Groups• Made application dynamic based

on values entered

• Implemented field, tab, and group level security so that one application was sufficient, – each org/site has its own set of

rules about what can or cannot be seen

• Result: 38 Groups for 205 users– eliminated the need for cloned

apps, eliminated the redundancies within security groups

Report Improvements• Eliminated all Crystal Reports and converted

to BIRT.

– All reports worked within application

– Calculate complex readiness

– Less user confusion, reduces amount of end user training required

Day to Day improvements

Dynamic Development Environment• System is no longer static • Adaptable to the frequently changing set

of requirements from the customer• Ability to make enhancements

proactively Better User Experience• Present customer with better user

experience Better Data for Better Decision Making• Record better data due to higher user

participation • System-enforced data regulation

Examples

LRT Start / Stop

PM WO = Start/ Stop CM WO = LRT Start/ LRT Stop

Enforce labor accountability by requiring at least one labor line per WO

Authorized Users Tab

WO Rejection Process

WO Rejection Process

Reject Work Order

Download restriction

Mass Update

Mass Update

Mass Update

Mass Update

Impact = Success!!• Battelle received a Exceptional rating in ALL

Contractor Performance Assessment Report categories

• Increased Operational Availability– Exceeded performance metrics

• Increased Logistics Response time– Consistently more than 50% below performance metrics

• Reduced cost every year*Reduced cost does not include increases in scope

Where do we go from here?• Complete 7.5 migration• Funds In / Funds Out• Integrate other web collaboration software

to deliver custom dashboards in order to provide real-time information to the client

• RulesManager based Configuration Management

• Expand Relationships• New Programs• Add features not currently being utilized

• …To the Pub!

Questions?Jason W Brock CLS Asset Management LeaderBattelleCell: 540 270 8685 [email protected]

Adam J. ScharferManager of East Coast OperationsTRMOffice: [email protected]