IBM Maximo for Transportation. Don Beahm IBM Transportation and Government Product Manager

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1 IBM Maximo for Transportation Don Beahm IBM Transportation and Government Product Manager

2 Fleet Costs Vendors Warranty Fuel and Maintenance Costs Availability Turn Around Fleet Size? Fleet Age Technology Diagnostics Maintenance Software Analysis Cost per. Fleet Performance Repair or Replace Compliance DOT Insurance Risk Management Wrench Time Mechanics should spend more time with wrenches than Keyboards

3 Top Reasons for selecting Maximo? 1. Rational Consolidation of asset management solutions for Fleet/Transportation Production, Facilities, & IT Industry Analysts ARC Advisory Group Ranked 1 st in Transportation in the 2005 EAM/CMMS Worldwide Report with 26.6% Market Share 2. Technology J2EE Certified Internet Architecture platform 3. Capabilities Feature rich solution for managing transportation & other assets 4. Risk IBM strong financially, software supports regulatory compliance

4 Escalation Notifications based on events Workflow All processes can be managed with workflow Incident, problem and change management Maintenance Service Desk Service Level Agreements Contract Management

5 1. MAXIMO MXES as foundation for product offerings 2. Industry Solutions extend MAXIMO Platform 3. Customer Specific Configuration extend Industry Solutions

6 Control Fleet Costs Vehicle Availability Analysis Cost per. Fleet Performance Repair or Replace Compliance DOT Insurance Risk Management Wrench Time Mechanics should spend more time with wrenches than Keyboards

7 MAXIMO Transportation modules Alerts Maintenance Alerts PM Alerts Warranty Alerts Asset Information Asset Templates Asset Status Serial # Changes Specifications & Vehicle Data Campaigns Campaign Setup Progress Status Fuel Management Fuel Record Fuel Tank Monitoring Fuel System Interface Industry Codes VMRS/AAR/ATA Codes Line Codes Dispatching & Scheduling Motor Pool MS Project & Primavera Integration Customer Configuration Industry Solutions Maximo Enterprise Suite Inventory Position Codes Count Books Reporting & Analysis Drivers Log Industry Reports & KPIs Life Cycle Costing Log Segments & Problems Work Management Mechanic Work Order Repair Orders Labor Assignment Manager Labor Certification Meters Meter Adjustments Meter Import & Change Out Meter History Unlimited Meters Warranty OEM Warranties Part Warranties Warranty Tracking & Recovery

8 Key: New Maximo for Transportation Enhancements Existing Maximo for Transportation Features Maximo Features Maximo 5.2 Transportation Equipment Groups Life Cycle Costing Mechanics Clipboard Motor Pool Repair Orders Warranty Claims Repair Orders Warranty Tracking Unlimited Meters and History, Qualifications Fuels and Fluids, Campaigns, Count Books Maintenance Codes, Maintenance Alerts Vehicle Specifications Asset Management Work Management Inventory Management Planning & Scheduling Workflow Purchasing Available MXES (Maximo 6) Transportation Release 1 Count Books Warranty Tracking Asset Templates Fuels and Fluids Campaigns Maintenance Codes Maintenance Alerts Equipment Groups Life Cycle Costing Mechanics Clipboard Motor Pool Repair Orders Warranty Claims Asset Management Work Management Inventory Management Planning & Scheduling Workflow Purchasing Receipt Inspection Skills/Certifications Contract Management Service Management Corrective Action, Invoice Available Maximo for Transportation 6.3 Asset Alias Fuel Management Recurring and Recent Repairs Primary Meter Asset History PM Enhancements Licenses Count Books Warranty Tracking Asset Templates Fuels and Fluids Campaigns Maintenance Codes Maintenance Alerts Equipment Groups Life Cycle Costing Mechanics Clipboard Motor Pool Repair Orders Warranty Claims Asset Management Work Management Inventory Management Planning & Scheduling Workflow Purchasing Receipt Inspection Skills/Certifications Contract Management Service Management Corrective Action 3rd QTR 2007 Maximo for Transportation 7.x Service Management * Work Management * Motor Pool * Service Response Plans * Billing Maintenance Forecast Asset Alias Fuel Management Recurring and Recent Repairs Primary Meter Asset History PM Enhancements Count Books Warranty Tracking Asset Templates Fuels and Fluids Campaigns Maintenance Codes Maintenance Alerts Equipment Groups Life Cycle Costing Mechanics Clipboard Motor Pool Repair Orders Warranty Claims Asset Management Work Management Inventory Management Planning & Scheduling Workflow Purchasing Receipt Inspection Skills/Certifications Contract Management Service Management Corrective Action DRAFT (Date TBD)

9 Life Cycle & Depreciation More complete picture of asset value and performance Provide data to support the Repair or Replace decision More complete life cycle tracking Purchase or lease through MXES contracts and purchasing In servicing toolset to prepare asset for service Details on asset s current condition and worth Movement and maintenance history Status history Disposal details

10 Life Cycle & Depreciation

11 Motor Pool Vehicle Reservations Tool Reservation Requests Scheduling of Vehicles and Drivers

12 Warranty Management OEM and Extended Asset Warranties Bumper to Bumper Coverage Component Coverage Coverage for child assets Aftermarket Item Warranties Specific Items Generic Items Advanced Notification of Warranty Expiration Warranty Claim Processing Reimbursement processing for replacement items or case

13 Warranty Management

14 Qualification Evaluations Define qualification requirements for: Work orders Assets Evaluation of qualification requirements on: Work orders Planned labor Assignments Actual labor Driver s Logs Vehicle Scheduling Tool Issues

15 Qualification Evaluations

16 Driver s Logs Record Vehicle Utilization Report Problems Encountered During Trips Enter Meter Readings

17 Extended Meter Management Importing Meter Readings Meter Change outs Linking Fuel Transactions to Meter Readings Add Enter Meter Readings to Asset Detail Menu

18 Industry Maintenance Coding Structures Supports commonly used industry codes: VMRS (Fleet) ATA (Aviation) AAR (Rail) Also accommodates homegrown codes Used to identify the what, why, how, where of work performed Used to define where an item is used Used for identifying warranted work

19 Mechanic s Clipboard One stop application for shop staff, Time clock to start, interrupt, and finish jobs, Record labor time, parts and materials, and tool usage, Record industry maintenance codes and mechanic s comments, Change asset condition and status, enter meter readings.

20 Fuel and Fluid Management Fuel Island Functionality Fuel and fluid issues application Stick readings Link fuel issues to meter readings View accumulated fuel and fluid consumptions

21 Inventory Counting Inventory counts as an entity Plan, perform, and analyze counts Provides statistics on accuracy Provides summaries of financial implications

22 Maintenance Alerts Automatic notification of: Outstanding work Deferred work PMs Add selections to current work order User configurable

23 Repair Orders Purchase outsourced repairs and sublets Full invoice processing right from work order

24 Asset Templates In Servicing or In fleeting Functionality Applying same or similar data to a collection of assets Template can contain: Birth certificate date (year, make, model, etc) Operator Qualifications Spare Parts Warranties PMs Meters Specifications Attachments Depreciation Schedule Create multiple assets or update existing assets

25 Asset Templates

26 Campaign Management Manage manufacturer recalls Manage internal engineering orders Manage In Service/In Fleeting work orders

27 New Features 6.3 Asset History Full asset history in the asset application and on asset details dialog Asset Alias Multiple IDs for each asset Fuel Import Import fuel readings into inventory, meters, and purchasing Primary Meter View and enter readings on the work order for an asset s primary meter PM Enhancements Advanced features for inclusions, date frequencies and PM events Repeat/Recent Repairs On the work order, view the most recent repairs and any potential repeat repairs for an asset Licenses and Insurance Ability to track and maintain recurring License and Insurance associated with Vehicles

28 Asset History Maximo does a great job of gathering information on an Asset. However, it does not do so well at presenting this information where and when it is needed. The data is in too many different applications to review quickly and without frustration. Our clients find this very time consuming and annoying. Historical information is key when: Investigating failures Assessing asset performance Reviewing replacement decisions

29 Asset History We need to make asset history: available where and when it is needed accessible without moving to multiple applications organized in a usable format. We will add this to the Asset application and Asset Details dialog Adding this to the asset application makes it available with the rest of the asset information. Adding it to the Asset Details dialog insures it is available from all the applications.

30 Recent and Repeat Repairs Similar to the problem with asset history Some pieces of asset history are very key at key points in the repair and maintenance process No way to easy view this information Knowing that the repair you are about to make is a repeat of a recent repair can help to determine: the true source of the problem the correct repair procedure who should pay for the repair operator abuse Knowing all of the recent repairs made to an asset can help to determine: failure trends the true source of the problem operator abuse

31 Recent and Repeat Repairs We will add to dialogs containing similar data to the work order applications Repeat Repairs data Recent Repairs data Clients can choose to automatically have this information displayed at key points in the process entry of an asset on a work order approval of a work order Icons on the toolbar will provide easy access to this information at any point in the repair process.

32 Recent and Repeat Repairs

33 Recent and Repeat Repairs

34 Primary Meter Provide capability to designate a Primary Meter Provide Logic to require a Primary Meter Reading on various Work Order Status s. Add Primary Meter to the Main Tab of Work Orders. Record all Primary Meter Readings in the Work Order Meter Table.

35 PM Enhancements Extend Master PM and PM s to Include Establish Relationships between Master PM s. Complete Activate Inactivate New Tab with Where Used PM History Tab Set Start Date, End Date or Max Count for PM s. Quick PM Provide Capability to associate a PM with a Work Order on the fly.

36 Licenses and Insurance Ability to manage information on assets for: Licenses or Registration Insurance Permits Renewal processing for mass updates to multiple assets.

37 Fuel Import Ability to Import Fuel Transactions from external Sources Internal Fuel Farm Software Vendors Review Imported Transactions Create Transactions Update Meters Update Inventory Create PO or Invoice Review Fuel Transactions

38 Maximo for Transportation Future Releases Based on Maximo 7 Release Added or Enhanced Capabilities Incorporate Capabilities of Maximo Service Provider Add Billing and Service Contracts to several modules Add Warranty Validations to Service Provider Add Maintenance Codes to Service Provider Provide Billing capability to Motor Pool Maintenance Forecasting Ability to Forecast Scheduled Maintenance for any period by: Asset Class Model Location Asset Type

39 Questions?

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